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Wagner Wealth Management, Corp 13F 持仓 · 2026年Q2

Wagner Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 101 只证券,申报市值合计 1.24 亿美元。前几大持仓:PYLD(5.98%)、FTCB(5.94%)、AFLG(3.26%)。本季前 25 大持仓中:新建仓 4 只、增持 17 只、减持 4 只。

排名代码公司市值占组合股数变动
1PYLDPIMCO ETF TR$7.4M5.98%279,015增持
2FTCBFIRST TR EXCHANGE-TRADED FD$7.4M5.94%352,867增持
3AFLGFIRST TR EXCHNG TRADED FD VI$4.0M3.26%92,984增持
4UCONFIRST TR EXCHNG TRADED FD VI$3.7M2.99%148,920增持
5SPYMSPDR SERIES TRUST$3.6M2.88%40,594增持
6QQQMINVESCO EXCH TRADED FD TR II$3.5M2.86%11,683增持
7PIZINVESCO EXCH TRADED FD TR II$3.5M2.83%62,710增持
8DBEFDBX ETF TR$3.2M2.59%58,646增持
9PIEINVESCO EXCH TRADED FD TR II$3.2M2.55%94,438新建仓
10RDVYFIRST TR EXCHANGE TRADED FD$3.2M2.55%38,955增持
11EEMISHARES TR$2.8M2.27%41,098增持
12FBCGFIDELITY COVINGTON TRUST$2.8M2.22%44,280增持
13IPKWINVESCO EXCH TRADED FD TR II$2.5M2.05%45,058增持
14MSFTMICROSOFT CORP$2.5M2.04%6,771减持
15BSCQINVESCO EXCH TRD SLF IDX FD$2.3M1.85%117,101增持
16BSCRINVESCO EXCH TRD SLF IDX FD$2.3M1.82%114,943增持
17ACWXISHARES TR$2.2M1.77%28,816增持
18QTECFIRST TR EXCHANGE-TRADED FD$2.1M1.70%6,287新建仓
19BSCSINVESCO EXCH TRD SLF IDX FD$2.1M1.67%101,350增持
20IHEISHARES TR$2.1M1.67%20,933新建仓
21AAPLAPPLE INC$2.0M1.65%7,050减持
22FDLFIRST TR EXCHANGE-TRADED FD$2.0M1.64%41,729增持
23IYZISHARES TR$2.0M1.62%47,497减持
24NVDANVIDIA CORPORATION$2.0M1.61%9,947减持
25IDGTISHARES TR$1.9M1.57%16,277新建仓

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR