Wagner Wealth Management, LLC 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 282 只证券，申报市值合计 5.41 亿美元。前几大持仓：JPIE（8.81%）、SYFI（8.22%）、JMEE（6.35%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPIE | J P MORGAN EXCHANGE TRADED F | $47.6M | 8.81% | 1.0M | 增持 |
| 2 | SYFI | AB ACTIVE ETFS INC | $44.4M | 8.22% | 1.2M | 增持 |
| 3 | JMEE | J P MORGAN EXCHANGE TRADED F | $34.3M | 6.35% | 440,073 | 增持 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $27.3M | 5.04% | 482,619 | 增持 |
| 5 | FSCO | FS CREDIT OPPORTUNITIES CORP | $24.2M | 4.48% | 4.8M | 增持 |
| 6 | SDVY | FIRST TR EXCHANGE TRADED FD | $21.6M | 4.00% | 501,563 | 增持 |
| 7 | UCON | FIRST TR EXCHNG TRADED FD VI | $21.4M | 3.95% | 859,217 | 减持 |
| 8 | KNG | FIRST TR EXCHANGE-TRADED FD | $21.2M | 3.93% | 420,348 | 减持 |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED F | $20.5M | 3.80% | 208,278 | 增持 |
| 10 | PYLD | PIMCO ETF TR | $18.9M | 3.49% | 711,351 | 增持 |
| 11 | FID | FIRST TR EXCHANGE TRADED FD | $17.6M | 3.26% | 820,933 | 增持 |
| 12 | RDVY | FIRST TR EXCHANGE TRADED FD | $14.8M | 2.74% | 183,014 | 增持 |
| 13 | LOWV | AB ACTIVE ETFS INC | $13.4M | 2.48% | 168,419 | 增持 |
| 14 | JEMA | J P MORGAN EXCHANGE TRADED F | $12.3M | 2.27% | 191,766 | 增持 |
| 15 | PML | PIMCO MUN INCOME FD II | $10.5M | 1.94% | 1.4M | 增持 |
| 16 | JIRE | J P MORGAN EXCHANGE TRADED F | $9.4M | 1.74% | 114,165 | 增持 |
| 17 | LRGC | AB ACTIVE ETFS INC | $9.4M | 1.74% | 112,354 | 增持 |
| 18 | HIDV | AB ACTIVE ETFS INC | $8.9M | 1.65% | 100,420 | 增持 |
| 19 | AAPL | APPLE INC | $8.5M | 1.57% | 29,260 | 减持 |
| 20 | PDI | PIMCO DYNAMIC INCOME FD | $6.3M | 1.16% | 374,835 | 增持 |
| 21 | FTXO | FIRST TR EXCHANGE TRADED FD | $6.2M | 1.15% | 149,885 | 减持 |
| 22 | FVD | FIRST TR EXCHANGE-TRADED FD | $5.2M | 0.96% | 107,545 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $4.5M | 0.84% | 12,175 | 减持 |
| 24 | VRIG | INVESCO ACTIVELY MANAGED EXC | $4.5M | 0.83% | 179,396 | 减持 |
| 25 | IIM | INVESCO VALUE MUN INCOME TR | $4.4M | 0.81% | 341,853 | 增持 |
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