WULFF, HANSEN & CO.
SAN RAFAEL CA · SEC CIK 0000108634
$9,790.88万2026Q1 申报市值
98持仓数
32.0%前十大占比 · 第一大 4.2%
2 / 3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
CLH 新建仓+$22.02万
GLW 新建仓+$20.18万
SCHD 加仓+$7.99万
MSFT 加仓+$7.92万
META 加仓+$6.29万
2026Q1 卖出最多 按季末市值估算
DHR 清仓-$23.35万
FISV 清仓-$20.25万
HPQ 清仓-$20.23万
WLDN 减仓-$16.20万
CAT 减仓-$10.63万
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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $410.60万 | 4.19% | 19,715 | 295 | 1.5% | $6.14万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $409.47万 | 4.18% | 21,227 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $379.91万 | 3.88% | 14,970 | 52 | 0.3% | $1.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $355.96万 | 3.64% | 12,101 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $348.52万 | 3.56% | 9,415 | 214 | 2.3% | $7.92万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $283.38万 | 2.89% | 19,619 | -185 | -0.9% | -$2.67万 | 减仓 |
| GE | GENERAL ELECTRIC CO | $260.50万 | 2.66% | 9,180 | 40 | 0.4% | $1.14万 | 加仓 |
| CSX | CSX CORP | $239.33万 | 2.44% | 58,303 | -737 | -1.2% | -$3.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $229.41万 | 2.34% | 9,385 | -90 | -0.9% | -$2.20万 | 减仓 |
| BAC | BK OF AMERICA CORP | $215.13万 | 2.20% | 44,128 | -520 | -1.2% | -$2.54万 | 减仓 |
| MRK | MERCK & CO INC | $210.81万 | 2.15% | 17,525 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $203.97万 | 2.08% | 2,047 | 28 | 1.4% | $2.79万 | 加仓 |
| BN | BROOKFIELD CORP | $199.07万 | 2.03% | 49,190 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRAST PARTNERS | $184.59万 | 1.89% | 51,106 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $183.15万 | 1.87% | 3,822 | 60 | 1.6% | $2.88万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $166.51万 | 1.70% | 54,273 | 2,603 | 5.0% | $7.99万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $165.75万 | 1.69% | 10,025 | -65 | -0.6% | -$1.07万 | 减仓 |
| GEV | GE VERNOVA INC | $155.73万 | 1.59% | 1,784 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $154.13万 | 1.57% | 14,143 | 45 | 0.3% | $4,904 | 加仓 |
| V | VISA INC | $153.08万 | 1.56% | 5,065 | 10 | 0.2% | $3,022 | 加仓 |
| CVX | CHEVRON CORP NEW | $152.18万 | 1.55% | 7,355 | -120 | -1.6% | -$2.48万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $151.65万 | 1.55% | 25,799 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $148.57万 | 1.52% | 8,519 | -236 | -2.7% | -$4.12万 | 减仓 |
| — | EXXON MOBIL CORP | $133.95万 | 1.37% | 7,895 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $133.39万 | 1.36% | 10,733 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $133.33万 | 1.36% | 4,054 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $128.95万 | 1.32% | 9,475 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $127.65万 | 1.30% | 2,112 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $125.54万 | 1.28% | 21,780 | -750 | -3.3% | -$4.32万 | 减仓 |
| CAT | CATERPILLAR INC | $123.63万 | 1.26% | 1,745 | -150 | -7.9% | -$10.63万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $117.82万 | 1.20% | 15,389 | -2,116 | -12.1% | -$16.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $117.78万 | 1.20% | 1,971 | 40 | 2.1% | $2.39万 | 加仓 |
| GPC | GENUINE PARTS CO | $109.50万 | 1.12% | 10,355 | 20 | 0.2% | $2,115 | 加仓 |
| BA | BOEING CO | $108.47万 | 1.11% | 5,450 | -1 | -0.0% | -$199 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $107.25万 | 1.10% | 13,530 | -415 | -3.0% | -$3.29万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $104.10万 | 1.06% | 7,950 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $102.10万 | 1.04% | 41,187 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $94.25万 | 0.96% | 3,045 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $89.46万 | 0.91% | 3,893 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $89.40万 | 0.91% | 4,961 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SER TR | $89.17万 | 0.91% | 18,455 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $87.85万 | 0.90% | 19,375 | -250 | -1.3% | -$1.13万 | 减仓 |
| IGSB | ISHARES TR | $80.18万 | 0.82% | 15,255 | -540 | -3.4% | -$2.84万 | 减仓 |
| MP | MP MATERIALS CORP | $79.39万 | 0.81% | 16,451 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $77.05万 | 0.79% | 1,335 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $71.26万 | 0.73% | 7,383 | -265 | -3.5% | -$2.56万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $64.86万 | 0.66% | 6,963 | 0 | 0.0% | — | 不变 |
| HVT | HAVERTY FURNITURE COS INC | $64.65万 | 0.66% | 30,522 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $64.57万 | 0.66% | 10,540 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $64.27万 | 0.66% | 1,481 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $57.85万 | 0.59% | 2,660 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $55.37万 | 0.57% | 7,039 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $53.57万 | 0.55% | 10,671 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $52.50万 | 0.54% | 11,896 | -920 | -7.2% | -$4.06万 | 减仓 |
| SHEL | SHELL PLC | $52.18万 | 0.53% | 5,611 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $51.12万 | 0.52% | 2,337 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI & CO | $51.05万 | 0.52% | 555 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $49.47万 | 0.51% | 980 | 105 | 12.0% | $5.30万 | 加仓 |
| GIS | GENERAL MLS INC | $48.91万 | 0.50% | 13,140 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $48.68万 | 0.50% | 3,010 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $46.42万 | 0.47% | 1,222 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $44.89万 | 0.46% | 1,255 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $44.44万 | 0.45% | 3,390 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $44.22万 | 0.45% | 785 | -30 | -3.7% | -$1.69万 | 减仓 |
| NVS | NOVARTIS AG | $43.76万 | 0.45% | 2,865 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $42.95万 | 0.44% | 1,900 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $42.28万 | 0.43% | 14,515 | 1,245 | 9.4% | $3.63万 | 加仓 |
| IEFA | ISHARES TR | $41.51万 | 0.42% | 4,585 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $41.34万 | 0.42% | 1,112 | 82 | 8.0% | $3.05万 | 加仓 |
| IEMG | ISHARES INC | $40.48万 | 0.41% | 5,804 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $37.85万 | 0.39% | 1,564 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FDS | $37.15万 | 0.38% | 1,190 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $34.70万 | 0.35% | 720 | -44 | -5.8% | -$2.12万 | 减仓 |
| CPB | CAMPBELL SOUP CO | $34.70万 | 0.35% | 15,580 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $34.17万 | 0.35% | 7,687 | -143 | -1.8% | -$6,356 | 减仓 |
| PFF | ISHARES TR | $33.43万 | 0.34% | 11,025 | -775 | -6.6% | -$2.35万 | 减仓 |
| EWC | ISHARES INC | $33.16万 | 0.34% | 6,052 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $33.01万 | 0.34% | 3,185 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $32.65万 | 0.33% | 2,775 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.22万 | 0.33% | 11,475 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $32.17万 | 0.33% | 1,327 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $32.09万 | 0.33% | 1,225 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $29.42万 | 0.30% | 3,185 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $29.14万 | 0.30% | 7,373 | -82 | -1.1% | -$3,241 | 减仓 |
| MCO | MOODYS CORP | $28.57万 | 0.29% | 655 | 10 | 1.6% | $4,363 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $28.21万 | 0.29% | 3,310 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC NEW | $25.34万 | 0.26% | 6,805 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $25.09万 | 0.26% | 230 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $24.60万 | 0.25% | 430 | 110 | 34.4% | $6.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $23.97万 | 0.24% | 4,855 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.75万 | 0.24% | 1,635 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $23.44万 | 0.24% | 8,164 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $22.02万 | 0.22% | 768 | 768 | — | $22.02万 | 新建仓 |
| BMRC | BANK MARIN BANCORP | $21.89万 | 0.22% | 8,542 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $20.75万 | 0.21% | 686 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.18万 | 0.21% | 1,484 | 1,484 | — | $20.18万 | 新建仓 |
| SGOV | ISHARES TR | $20.13万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $12.90万 | 0.13% | 23,126 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | VANGUARD WORLD FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |