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Mascagni Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mascagni Wealth Management, Inc.
报告期 2026-03-31 · CIK 0002063074
持仓数
127
前50大市值合计
$108.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 119 项
建仓 16
增持 45
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$2.7M
89,969
+257%
增持
SPMO
INVESCO S&P 500 MOMENTUM ETF
+$1.9M
21,249
+337%
增持
NVDA
NVIDIA CORP
+$1.6M
29,123
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。
+5%
建仓
VGK
VANGUARD FTSE EUROPE ETF
+$1.1M
14,821
增持
MSFT
MICROSOFT CORP
+$1.1M
8,612
+1%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$952.7K
4,195
增持
ICVT
ISHARES CONVERTIBLE BOND ETF
+$893.5K
69,670
+8%
增持
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$650.2K
55,351
+6%
建仓
RNST
RENASANT CORP COM
+$620.2K
17,261
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$590.4K
10,924
+3%
减持
META
META PLATFORMS INC CL A
+$575.8K
3,654
-1%
增持
SPIB
SPDR INTM TERM CORP BOND ETF
+$571.2K
39,245
+75%
减持
SMLF
ISHARES MSCI MULTIFACTOR USA SMCAP ETF
-$553.5K
4,312
-68%
清仓
—
FIRST BANCSHARES INC MISS COM
-$542.4K
0
-100%
减持
AVGO
BROADCOM INC
+$498.7K
4,694
-1%
建仓
MADE
ISHARES U.S. MANUFACTURING ETF
+$456.1K
17,158
建仓
IETC
ISHARES U.S. TECH INDEPENDENCE FOCUSED ETF
+$454.9K
4,840
建仓
XLU
SPDR UTILITIES SECTOR ETF
+$415.9K
5,093
减持
VBR
VANGUARD SMALL-CAP VALUE INDEX ETF
-$392.8K
6,664
-27%
建仓
IGOV
ISHARES INTERNATIONAL TREASURY BOND ETF
+$383.0K
8,887
建仓
DAX
GLOBAL X DAX GERMANY ETF
+$344.8K
7,675
清仓
HYGH
ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
-$337.9K
0
-100%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$326.6K
36,646
+23%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$322.2K
1,122
+59%
增持
AAPL
APPLE INC COM
-$308.3K
20,446
+1%
清仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$305.7K
0
-100%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD ETF
-$281.3K
0
-100%
增持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+$273.1K
74,162
+14%
增持
AMZN
AMAZON COM INC COM
+$265.3K
8,526
+1%
清仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$261.4K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST
+$252.7K
4,129
建仓
DIS
DISNEY WALT CO COM
+$247.9K
1,999
清仓
OMFS
INVESCO RUSSELL 2000 DYNAMIC MULTIFACTOR ETF
-$235.5K
0
-100%
减持
VOT
VANGUARD MID-CAP GROWTH INDEX ETF
+$230.4K
6,542
-2%
建仓
SQ
SQUARE INC
+$228.6K
3,365
减持
IOO
ISHARES GLOBAL 100 ETF
-$227.2K
3,904
-42%
清仓
SPEM
SPDR EMERGING MARKETS ETF
-$225.2K
0
-100%
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$223.0K
1,287
建仓
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
+$221.1K
1,594
减持
NFLX
NETFLIX INC COM
+$216.4K
828
-13%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$214.6K
20,303
+9%
减持
OEF
ISHARES S&P 100 ETF
-$206.4K
1,008
-47%
增持
SPY
SPDR S&P 500 INDEX ETF
+$204.7K
2,044
+8%
建仓
VIGI
VANGUARD INTL DIVIDEND APPRECIATION ETF
+$201.5K
2,236
建仓
IXN
ISHARES GLOBAL TECH ETF
+$201.2K
2,179
建仓
SPYM
SPDR LARGE CAP ETF
+$200.1K
2,753
减持
CGUS
CAPITAL GROUP LARGE CORE EQTY ETF
-$194.2K
18,338
-30%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$193.2K
21,399
-23%
增持
XLK
SPDR TECHNOLOGY SECTOR ETF
+$188.0K
3,370
+5%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$148.0K
15,852
+9%
增持
BIV
VANGUARD INTERM-TERM BOND INDEX ETF
+$146.5K
13,436
+15%
增持
CVX
CHEVRON CORP
-$142.9K
6,237
+1%
减持
CGBL
CAPITAL GROUP CORE BALANCED ETF
-$141.5K
67,080
-13%
减持
SMH
VANECK SEMICONDUCTOR ETF
+$135.4K
6,015
-18%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$133.6K
4,864
+12%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$124.7K
1,029
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$119.8K
1,216
+9%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$117.3K
2,159
-2%
减持
VUG
VANGUARD GROWTH INDEX ETF
+$109.8K
2,296
-5%
增持
HYDB
ISHARES HIGH YIELD BOND ETF
+$106.8K
95,560
+2%
减持
JAVA
JPMORGAN ACTIVE VALUE ETF
-$103.6K
24,676
-9%
减持
VO
VANGUARD MID-CAP INDEX ETF
+$100.7K
5,968
-2%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$98.4K
20,230
+3%
减持
—
EXXON MOBIL CORP
-$98.0K
8,618
-0%
增持
BUFR
FIRST TRUST CBOE FUND OF BUFFER ETFS
+$94.6K
42,912
+0%
减持
IJR
ISHARES S&P SMALL CAP ETF
-$92.4K
16,567
-9%
减持
MAGS
ROUNDHILL MAGNIFICENT SEVEN ETF
+$90.0K
10,693
-3%
减持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
-$83.7K
1,984
-35%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$81.8K
4,303
+31%
减持
XLE
SPDR ENERGY SECTOR ETF
-$79.5K
5,263
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$76.9K
1,806
-10%
增持
SYK
STRYKER CORPORATION COM
+$76.2K
3,248
+0%
减持
FBND
FIDELITY TOTAL BOND IDX ETF
-$75.7K
65,300
-3%
减持
JEPI
JPMORGAN EQUITY PREM INCOME ETF
-$74.6K
10,220
-11%
增持
TSLA
TESLA INC COM
+$73.0K
1,124
+3%
减持
VIG
VANGUARD DIV APPR INDEX ETF
+$68.0K
6,874
-0%
减持
CALF
PACER US SMALL CAP CASH COWS ETF
-$67.5K
6,543
-25%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$65.8K
6,687
+1%
减持
JEPQ
JPM NASDAQ EQTY PREM INCOME ETF
-$57.8K
10,208
-14%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$56.2K
2,400
+1%
减持
PTLC
PACER TRENDPILOT US LARGE CAP ETF
-$55.1K
4,724
-18%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$51.8K
5,987
+5%
增持
PTNQ
PACER TRENDPILOT 100 ETF
+$48.4K
4,550
+17%
增持
VB
VANGUARD SMALL-CAP INDEX ETF
+$46.5K
2,859
+0%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$44.7K
7,507
-19%
增持
WMT
WALMART INC COM
+$37.8K
3,097
+3%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$36.7K
1,208
+0%
增持
BLV
VANGUARD LONG-TERM BOND INDEX ETF
+$36.0K
8,377
+8%
增持
PEP
PEPSICO INC
-$35.2K
2,236
+1%
减持
VYMI
VANGUARD INTL HIGH DIVIDEND YIELD ETF
+$33.9K
9,214
-4%
减持
VHT
VANGUARD HEALTH CARE INDEX ETF
-$32.9K
1,633
-1%
增持
CSX
CSX CORP COM
+$31.0K
9,574
+0%
减持
JPIE
JPMORGAN INCOME ETF
-$29.1K
10,578
-6%
减持
ACIO
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
-$28.5K
13,255
-11%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$26.0K
10,464
-1%
减持
GLD
SPDR GOLD SHARES ETF
+$24.0K
1,924
-1%
减持
IVOO
VANGUARD S&P MID-CAP 400 ETF
-$23.8K
2,823
-13%
增持
SPSM
SPDR SMALL CAP ETF
+$23.6K
5,266
+7%
减持
CGXU
CAPITAL GROUP INT'L FOCUS EQUITY ETF
+$23.5K
15,459
-4%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$19.6K
32,148
-1%
减持
CWB
SPDR BLOOMBERG CONVERTIBLES ETF
+$19.0K
4,151
-2%
减持
PTMC
PACER TRENDPILOT US MID CAP ETF
-$16.5K
8,454
-6%
增持
SPYD
SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
+$14.9K
5,143
+12%
减持
JTEK
JPMORGAN U.S. TECH LEADERS ETF
-$14.3K
3,987
-24%
减持
SLYG
SPDR S&P 600 SMALL CAP GR ETF
+$13.0K
2,673
-1%
减持
JMEE
JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF
-$12.2K
4,390
-10%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$9.2K
6,551
+0%
增持
UNP
UNION PAC CORP COM
-$8.0K
1,426
+0%
减持
QQQ
INVESCO QQQ TRUST ETF
+$7.8K
2,051
-14%
增持
XSHQ
INVESCO S&P SMALLCAP QUALITY ETF
+$7.7K
6,173
+0%
减持
CADE
BANCORPSOUTH BANK
-$4.9K
21,740
-6%
减持
PRFZ
INVESCO RAFI US 1500 SMALL-MID ETF
+$4.8K
5,562
-5%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$3.3K
56,171
-11%
减持
IBB
ISHARES NASDAQ BIOTECH INDEX ETF
-$2.5K
1,618
-0%
减持
TY
TRI CONTL CORP
-$2.0K
6,359
-4%
增持
KO
COCA COLA COMPANY
-$510
2,991
+1%
减持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$448
2,827
-11%
增持
FISR
SPDR SSGA FIXED INCOME SECTOR ROTATION ETF
+$323
7,961
+0%
减持
IHAK
ISHARES CYBERSECURITY & TECH ETF
-$94
4,957
-12%
