Mascagni Wealth Management, Inc.
CLINTON MS · SEC CIK 0002063074
$1.40亿2026Q1 申报市值
127持仓数
35.5%前十大占比 · 第一大 5.9%
15 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHF 加仓+$211.93万
FENI 新建仓+$110.33万
HBAN 新建仓+$84.20万
ICVT 加仓+$70.14万
RAAX 新建仓+$68.14万
2026Q1 卖出最多 按季末市值估算
BANCORPSOUTH BAN 清仓-$93.13万
VGK 减仓-$74.11万
IETC 清仓-$64.34万
IGOV 清仓-$37.63万
GLOBAL X DAX GER 清仓-$36.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $107.65万 | 0.77% | 7,423 | 295 | 4.1% | $4.28万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $108.72万 | 0.77% | 5,665 | -397 | -6.5% | -$7.62万 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $110.33万 | 0.79% | 29,658 | 29,658 | — | $110.33万 | 新建仓 |
| NFLX | NETFLIX INC. COM | $120.56万 | 0.86% | 12,539 | 2,609 | 26.3% | $25.09万 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE INDEX ETF | $122.37万 | 0.87% | 5,633 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SM-MID MLTFCTR ETF | $124.44万 | 0.89% | 27,827 | 9,130 | 48.8% | $40.83万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $124.99万 | 0.89% | 4,347 | 1,563 | 56.1% | $44.94万 | 加仓 |
| CVX | CHEVRON CORP | $128.39万 | 0.91% | 6,206 | 10 | 0.2% | $2,069 | 加仓 |
| QQQ | INVESCO QQQ TRUST ETF | $136.46万 | 0.97% | 2,364 | 93 | 4.1% | $5.37万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $139.09万 | 0.99% | 27,483 | -1,457 | -5.0% | -$7.37万 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $141.91万 | 1.01% | 19,778 | -1,802 | -8.4% | -$12.93万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $143.25万 | 1.02% | 6,028 | 581 | 10.7% | $13.81万 | 加仓 |
| VIG | VANGUARD DIV APPR INDEX ETF | $143.26万 | 1.02% | 6,661 | 6 | 0.1% | $1,290 | 加仓 |
| BUFR | FIRST TRUST LADDERED BUFFER ETF | $144.35万 | 1.03% | 42,744 | 485 | 1.1% | $1.64万 | 加仓 |
| — | EXXON MOBIL CORP | $146.81万 | 1.05% | 8,653 | 72 | 0.8% | $1.22万 | 加仓 |
| AVGO | BROADCOM INC | $149.20万 | 1.06% | 4,821 | 38 | 0.8% | $1.18万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $149.37万 | 1.06% | 44,761 | 5,568 | 14.2% | $18.58万 | 加仓 |
| IJR | ISHARES S&P SMALL CAP ETF | $154.10万 | 1.10% | 12,397 | -34 | -0.3% | -$4,226 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH INDEX ETF | $162.17万 | 1.16% | 6,301 | 1 | 0.0% | $257 | 加仓 |
| SPY | SPDR S&P 500 INDEX ETF | $162.74万 | 1.16% | 2,502 | 235 | 10.4% | $15.29万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX ETF | $163.50万 | 1.16% | 5,693 | 6 | 0.1% | $1,723 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $167.34万 | 1.19% | 11,299 | 1,452 | 14.7% | $21.50万 | 加仓 |
| SPIB | SPDR INTM TERM CORP BOND ETF | $173.36万 | 1.24% | 51,688 | 9,525 | 22.6% | $31.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $175.97万 | 1.25% | 12,030 | 1,357 | 12.7% | $19.85万 | 加仓 |
| SPYG | SPDR S&P 500 GROWTH ETF | $189.01万 | 1.35% | 19,305 | -126 | -0.6% | -$1.23万 | 减仓 |
| AMZN | AMAZON COM INC COM | $192.48万 | 1.37% | 9,242 | 289 | 3.2% | $6.02万 | 加仓 |
| META | META PLATFORMS INC CL A | $214.99万 | 1.53% | 3,758 | -28 | -0.7% | -$1.60万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $243.62万 | 1.74% | 6,354 | 151 | 2.4% | $5.79万 | 加仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $250.71万 | 1.79% | 32,979 | 1,796 | 5.8% | $13.65万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $271.51万 | 1.93% | 78,904 | 5,869 | 8.0% | $20.20万 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $279.16万 | 1.99% | 102,520 | 23,219 | 29.3% | $63.23万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $287.67万 | 2.05% | 63,058 | -1,308 | -2.0% | -$5.97万 | 减仓 |
| MSFT | MICROSOFT CORP | $346.31万 | 2.47% | 9,355 | 569 | 6.5% | $21.06万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $383.72万 | 2.73% | 155,038 | 85,629 | 123.4% | $211.93万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $385.82万 | 2.75% | 34,414 | 1,214 | 3.7% | $13.61万 | 加仓 |
| HYDB | ISHARES HIGH YIELD BOND ETF | $488.80万 | 3.48% | 105,072 | 3,143 | 3.1% | $14.62万 | 加仓 |
| AAPL | APPLE INC COM | $514.99万 | 3.67% | 20,292 | -150 | -0.7% | -$3.81万 | 减仓 |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | $571.92万 | 4.07% | 55,327 | 4,635 | 9.1% | $47.91万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $573.01万 | 4.08% | 134,698 | 8,986 | 7.1% | $38.23万 | 加仓 |
| NVDA | NVIDIA CORP | $598.82万 | 4.27% | 34,336 | 1,170 | 3.5% | $20.40万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $826.96万 | 5.89% | 81,241 | 6,891 | 9.3% | $70.14万 | 加仓 |