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Wagner Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Wagner Wealth Management, LLC
报告期 2026-03-31 · CIK 0001728657
持仓数
279
前50大市值合计
$445.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 106
减持 30
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$15.2M
3,474,655
+781%
增持
SYFI
AB ACTIVE ETFS INC
+$3.5M
1,238,146
+10%
增持
PYLD
PIMCO ETF TR
+$2.7M
156,845
+199%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$2.4M
1,033,196
-7%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$2.2M
431,428
+4%
增持
MSFT
MICROSOFT CORP
-$1.3M
12,189
+1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.2M
905,261
+4%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.2M
510,992
-4%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$1.2M
811,389
+5%
增持
—
EXXON MOBIL CORP
+$1.1M
21,553
+1%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
488,665
+3%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$1.1M
194,940
+3%
增持
PML
PIMCO MUN INCOME FD II
+$853.6K
1,082,412
+11%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$716.4K
191,559
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$640.1K
59,967
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$590.9K
464,137
+3%
减持
AAPL
APPLE INC
-$537.9K
29,683
-0%
减持
AVGO
BROADCOM INC
-$455.5K
10,223
-2%
增持
T
AT&T INC
+$452.2K
108,882
+0%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$427.0K
12,681
增持
DUK
DUKE ENERGY CORP NEW
+$377.1K
18,462
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$357.8K
9,464
+6%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$344.9K
112,518
+3%
增持
TSLA
TESLA INC
-$338.5K
4,538
+1%
增持
CAT
CATERPILLAR INC
+$325.9K
1,866
+7%
减持
FTXO
FIRST TR EXCHANGE TRADED FD
-$310.7K
157,014
-1%
增持
HYFI
AB ACTIVE ETFS INC
+$285.6K
660,984
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$277.1K
7,822
-0%
减持
ETG
EATON VANCE TX ADV GLBL DIV
-$264.5K
85,374
-1%
清仓
UNH
UNITEDHEALTH GROUP INC
-$255.2K
0
-100%
建仓
SYY
SYSCO CORP
+$242.6K
3,401
建仓
CVX
CHEVRON CORPORATION
+$242.4K
1,172
增持
IIM
INVESCO VALUE MUN INCOME TR
+$241.4K
256,097
+10%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$236.8K
39,222
+1%
减持
AMZN
AMAZON COM INC
-$222.2K
7,828
-2%
增持
JNJ
JOHNSON & JOHNSON
+$222.1K
4,639
+5%
增持
LRGC
AB ACTIVE ETFS INC
-$210.3K
105,061
+3%
增持
MO
ALTRIA GROUP INC
+$210.1K
17,965
+6%
增持
GILD
GILEAD SCIENCES INC
+$198.9K
9,086
+4%
增持
SO
SOUTHERN CO
+$187.3K
11,146
+9%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$181.7K
3,550
-3%
增持
GOOG
ALPHABET INC
-$180.4K
9,136
+2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$179.9K
38,808
-7%
减持
NVDA
NVIDIA CORPORATION
-$171.7K
13,927
-0%
增持
QQQ
INVESCO QQQ TR
-$162.8K
5,503
+1%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$158.2K
370,346
+1%
增持
JPM
JPMORGAN CHASE & CO
-$137.8K
5,135
+0%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$133.2K
2,686
-54%
增持
MRK
MERCK & CO INC
+$127.1K
5,891
+7%
建仓
YEAR
AB ACTIVE ETFS INC
+$126.8K
2,512
建仓
HYS
PIMCO ETF TR
+$125.5K
1,346
减持
TRGP
TARGA RES CORP
+$112.9K
2,541
-11%
减持
FXO
FIRST TR EXCHANGE-TRADED FD
-$107.2K
25,283
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$103.7K
63,821
+2%
减持
META
META PLATFORMS INC
-$102.2K
1,044
-2%
增持
LOWV
AB ACTIVE ETFS INC
-$100.6K
161,690
+5%
增持
GEV
GE VERNOVA INC
+$99.3K
381
+7%
增持
WMT
WALMART INC
+$95.3K
7,118
+0%
增持
PM
PHILIP MORRIS INTL INC
+$89.2K
7,472
+5%
增持
MGK
VANGUARD WORLD FD
-$84.5K
2,196
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$77.0K
2,251
+0%
增持
HIDV
AB ACTIVE ETFS INC
-$66.9K
97,152
+3%
增持
LRCX
LAM RESEARCH CORP
+$62.5K
1,430
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$58.0K
2,194
-1%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$56.2K
6,498
+0%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
+$54.9K
110,508
-1%
增持
ABBV
ABBVIE INC
+$50.8K
5,536
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$49.2K
1,783
+2%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
-$46.2K
12,204
+8%
建仓
JPLD
J P MORGAN EXCHANGE TRADED F
+$45.0K
862
增持
RDVY
FIRST TR EXCHANGE TRADED FD
-$44.7K
181,918
+1%
减持
FXH
FIRST TR EXCHANGE-TRADED FD
-$43.5K
10,629
-0%
增持
AEE
AMEREN CORP
+$37.1K
3,470
+1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$36.9K
55,735
-0%
增持
GLD
SPDR GOLD TR
+$36.4K
581
+8%
增持
FWD
AB ACTIVE ETFS INC
+$35.5K
1,369
+26%
增持
NEE
NEXTERA ENERGY INC
+$34.8K
2,746
+0%
增持
TXN
TEXAS INSTRS INC
+$34.2K
1,573
+1%
增持
IJK
ISHARES TR
+$32.5K
8,280
+0%
增持
GE
GE AEROSPACE
-$32.4K
1,349
+0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$31.7K
20,143
+2%
建仓
IWB
ISHARES TR
+$31.7K
89
增持
GS
GOLDMAN SACHS GROUP INC
-$30.7K
1,031
+0%
增持
ROUS
LATTICE STRATEGIES TR
+$28.5K
19,560
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$27.7K
7,963
+1%
增持
GOOGL
ALPHABET INC
-$27.1K
1,243
+1%
增持
BAC
BANK AMERICA CORP
-$26.2K
4,272
+0%
增持
KO
COCA COLA CO
+$25.9K
3,365
+2%
减持
WMB
WILLIAMS COS INC
+$25.7K
4,175
-10%
增持
XLE
SELECT SECTOR SPDR TR
+$24.9K
1,113
+15%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$24.3K
36,575
-0%
增持
PANW
PALO ALTO NETWORKS INC
-$23.8K
1,798
+6%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$22.6K
57,401
+3%
减持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$22.2K
107,967
-2%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$21.9K
3,717
-17%
增持
SPYV
SPDR SERIES TRUST
+$21.6K
1,196
+47%
增持
IJR
ISHARES TR
+$18.4K
3,047
+2%
增持
FYT
FIRST TR EXCHANGE-TRADED ALP
+$17.9K
3,382
+0%
减持
TFC
TRUIST FINL CORP
-$17.5K
5,275
-0%
增持
PGX
INVESCO EXCH TRADED FD TR II
-$16.2K
57,605
+1%
增持
RITM
RITHM CAPITAL CORP
-$16.0K
13,580
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$15.1K
783
+493%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$15.0K
1,275
+30%
建仓
IJS
ISHARES TR
+$14.9K
126
减持
ET
ENERGY TRANSFER L P
+$14.9K
17,294
-11%
增持
NOBL
PROSHARES TR
+$14.6K
6,529
+0%
增持
FNDF
SCHWAB STRATEGIC TR
+$14.6K
347
+555%
减持
FDM
FIRST TR EXCHANGE-TRADED FD
+$14.0K
5,782
-0%
减持
VOO
VANGUARD INDEX FDS
-$13.7K
305
-2%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$13.4K
8,384
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$13.0K
4,841
+2%
减持
SERA
SERA PROGNOSTICS INC
-$12.3K
12,400
-2%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$11.9K
2,017
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$11.7K
9,782
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$11.5K
2,186
+0%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$11.5K
23,718
+1%
增持
SCHC
SCHWAB STRATEGIC TR
+$11.2K
246
+4820%
增持
WM
WASTE MGMT INC DEL
+$11.1K
1,032
+0%
增持
PH
PARKER-HANNIFIN CORP
+$11.0K
617
+0%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$10.4K
16,406
+2%
增持
RY
ROYAL BK CDA
-$10.3K
6,955
+4%
增持
VTV
VANGUARD INDEX FDS
+$9.9K
1,724
+0%
增持
VMC
VULCAN MATLS CO
-$9.9K
788
+0%
建仓
EFG
ISHARES TR
+$9.7K
87
增持
VRIG
INVESCO ACTIVELY MANAGED EXC
+$8.3K
186,384
+0%
增持
IDLV
INVESCO EXCH TRADED FD TR II
+$7.7K
10,692
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.6K
812
+5%
增持
HD
HOME DEPOT INC
-$7.5K
4,087
+4%
增持
FEMB
FIRST TR EXCH TRADED FD III
-$7.3K
11,716
+1%
建仓
IEO
ISHARES TR
+$7.1K
57
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$6.8K
277
-3%
增持
FPEI
FIRST TR EXCH TRADED FD III
-$6.5K
18,815
+0%
增持
MCD
MCDONALDS CORP
+$6.5K
1,088
+0%
增持
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$5.4K
10,570
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$5.4K
780
+0%
增持
IJH
ISHARES TR
+$4.8K
124
+130%
增持
SCHP
SCHWAB STRATEGIC TR
+$4.8K
194
+1286%
增持
BGT
BLACKROCK FLOATING RATE INC
-$4.6K
13,145
+2%
增持
USXF
ISHARES TR
-$4.3K
1,920
+0%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
-$4.3K
67,366
+0%
增持
XLY
SELECT SECTOR SPDR TR
-$4.2K
408
+0%
增持
FV
FIRST TR EXCHANGE TRADED FD
-$3.8K
1,576
+0%
建仓
EFV
ISHARES TR
+$3.6K
48
增持
IJJ
ISHARES TR
+$3.5K
2,658
+0%
建仓
ILF
ISHARES TR
+$3.3K
94
增持
USMV
ISHARES TR
-$3.3K
2,711
+0%
建仓
IGV
ISHARES TR
+$3.2K
40
减持
SFST
SOUTHERN FIRST BANCSHARES
-$3.0K
7,284
-6%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.8K
11,625
+1%
增持
PCEF
INVESCO EXCH TRADED FD TR II
-$2.8K
3,179
+1%
