WULFF, HANSEN & CO.
SAN RAFAEL CA · SEC CIK 0000108634
$1.30亿2026Q2 申报市值
109持仓数
37.6%前十大占比 · 第一大 6.4%
9 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VGT 重新持有+$724.09万
AMD 新建仓+$40.95万
BN 加仓+$39.40万
BRK/B 加仓+$38.18万
SCHD 加仓+$37.10万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$40.24万
HON 减仓-$21.74万
VCSH 减仓-$14.13万
GLOBAL BUSINESS 清仓-$12.90万
CSX 减仓-$11.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $828.84万 | 6.35% | 69,347 | 60,583 | 691.3% | $724.09万 | 重新持有 |
| GOOGL | ALPHABET INC | $712.20万 | 5.46% | 19,929 | 484 | 2.5% | $17.30万 | 重新持有 |
| BX | BLACKSTONE INC | $647.96万 | 4.97% | 55,066 | 2,917 | 5.6% | $34.32万 | 重新持有 |
| AMZN | AMAZON COM INC | $476.85万 | 3.65% | 20,007 | 292 | 1.5% | $6.96万 | 加仓 |
| AAPL | APPLE INC | $436.57万 | 3.35% | 15,088 | 118 | 0.8% | $3.41万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $404.64万 | 3.10% | 21,327 | 100 | 0.5% | $1.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $392.96万 | 3.01% | 12,005 | -96 | -0.8% | -$3.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $375.56万 | 2.88% | 10,068 | 653 | 6.9% | $24.36万 | 加仓 |
| GE | GENERAL ELECTRIC CO | $347.94万 | 2.67% | 9,310 | 130 | 1.4% | $4.86万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $276.72万 | 2.12% | 18,871 | -748 | -3.8% | -$10.97万 | 减仓 |
| CSX | CSX CORP | $265.61万 | 2.04% | 55,883 | -2,420 | -4.2% | -$11.50万 | 减仓 |
| BAC | BK OF AMERICA CORP | $252.44万 | 1.93% | 44,303 | 175 | 0.4% | $9,972 | 加仓 |
| BN | BROOKFIELD CORP | $248.90万 | 1.91% | 58,440 | 9,250 | 18.8% | $39.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.43万 | 1.76% | 4,585 | 763 | 20.0% | $38.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $229.39万 | 1.76% | 9,032 | -353 | -3.8% | -$8.97万 | 减仓 |
| MRK | MERCK & CO INC | $217.68万 | 1.67% | 16,940 | -585 | -3.3% | -$7.52万 | 减仓 |
| GEV | GE VERNOVA INC | $215.59万 | 1.65% | 1,835 | 51 | 2.9% | $5.99万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $209.20万 | 1.60% | 65,973 | 11,700 | 21.6% | $37.10万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $201.87万 | 1.55% | 2,158 | 111 | 5.4% | $10.38万 | 加仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $179.05万 | 1.37% | 49,067 | -2,039 | -4.0% | -$7.44万 | 减仓 |
| V | VISA INC | $175.32万 | 1.34% | 5,110 | 45 | 0.9% | $1.54万 | 加仓 |
| CAT | CATERPILLAR INC | $174.75万 | 1.34% | 1,641 | -104 | -6.0% | -$11.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $174.42万 | 1.34% | 9,641 | -384 | -3.8% | -$6.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $166.15万 | 1.27% | 8,304 | -215 | -2.5% | -$4.30万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $162.46万 | 1.25% | 25,833 | 34 | 0.1% | $2,138 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $160.67万 | 1.23% | 13,700 | -443 | -3.1% | -$5.20万 | 减仓 |
| HD | HOME DEPOT INC | $142.98万 | 1.10% | 4,054 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $130.36万 | 1.00% | 1,898 | -73 | -3.7% | -$5.01万 | 减仓 |
| INTC | INTEL CORP | $125.86万 | 0.96% | 9,014 | -2,882 | -24.2% | -$40.24万 | 减仓 |
| CVX | CHEVRON CORP NEW | $124.20万 | 0.95% | 7,493 | 138 | 1.9% | $2.29万 | 加仓 |
| AVGO | BROADCOM INC | $124.17万 | 0.95% | 3,287 | 242 | 7.9% | $9.14万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $121.04万 | 0.93% | 15,302 | -87 | -0.6% | -$6,882 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $119.56万 | 0.92% | 21,450 | -330 | -1.5% | -$1.84万 | 减仓 |
| WMT | WALMART INC | $119.26万 | 0.91% | 10,530 | -203 | -1.9% | -$2.30万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $118.41万 | 0.91% | 8,999 | -476 | -5.0% | -$6.26万 | 减仓 |
| BA | BOEING CO | $117.98万 | 0.90% | 5,450 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $113.67万 | 0.87% | 9,635 | -720 | -7.0% | -$8.49万 | 减仓 |
| SPSM | SPDR SER TR | $110.93万 | 0.85% | 19,235 | 780 | 4.2% | $4.50万 | 加仓 |
| — | EXXON MOBIL CORP | $107.94万 | 0.83% | 7,895 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $103.67万 | 0.79% | 41,187 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $103.47万 | 0.79% | 2,031 | -81 | -3.8% | -$4.13万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $100.63万 | 0.77% | 7,950 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $98.31万 | 0.75% | 1,335 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $93.48万 | 0.72% | 19,215 | -160 | -0.8% | -$7,784 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $92.80万 | 0.71% | 11,742 | -1,788 | -13.2% | -$14.13万 | 减仓 |
| MP | MP MATERIALS CORP | $92.14万 | 0.71% | 16,451 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $89.09万 | 0.68% | 4,961 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $85.76万 | 0.66% | 3,848 | -45 | -1.2% | -$1.00万 | 减仓 |
| HVT | HAVERTY FURNITURE COS INC | $77.92万 | 0.60% | 30,522 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $74.40万 | 0.57% | 14,195 | -1,060 | -6.9% | -$5.56万 | 减仓 |
| SO | SOUTHERN CO | $70.09万 | 0.54% | 7,323 | -60 | -0.8% | -$5,743 | 减仓 |
| ABBV | ABBVIE INC | $68.92万 | 0.53% | 2,739 | 79 | 3.0% | $1.99万 | 加仓 |
| LLY | LILLY ELI & CO | $66.93万 | 0.51% | 558 | 3 | 0.5% | $3,598 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $61.50万 | 0.47% | 1,481 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $59.62万 | 0.46% | 17,617 | 3,102 | 21.4% | $10.50万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $57.42万 | 0.44% | 3,100 | 90 | 3.0% | $1.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $57.27万 | 0.44% | 1,115 | 135 | 13.8% | $6.93万 | 加仓 |
| ITA | ISHARES TR | $56.65万 | 0.43% | 2,337 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC | $56.51万 | 0.43% | 6,963 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $55.98万 | 0.43% | 10,540 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $55.10万 | 0.42% | 6,359 | -680 | -9.7% | -$5.89万 | 减仓 |
| ETN | EATON CORP PLC | $52.80万 | 0.40% | 1,239 | -16 | -1.3% | -$6,818 | 减仓 |
| META | META PLATFORMS INC | $48.89万 | 0.37% | 868 | 438 | 101.9% | $24.67万 | 加仓 |
| DE | DEERE & CO | $48.53万 | 0.37% | 765 | -20 | -2.5% | -$1.27万 | 减仓 |
| IEMG | ISHARES INC | $48.08万 | 0.37% | 5,804 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $47.78万 | 0.37% | 3,185 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $46.77万 | 0.36% | 1,112 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $45.60万 | 0.35% | 1,564 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $45.18万 | 0.35% | 10,671 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $44.67万 | 0.34% | 2,850 | -15 | -0.5% | -$2,351 | 减仓 |
| GIS | GENERAL MLS INC | $44.35万 | 0.34% | 12,745 | -395 | -3.0% | -$1.37万 | 减仓 |
| IEFA | ISHARES TR | $44.28万 | 0.34% | 4,585 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $43.98万 | 0.34% | 3,215 | -175 | -5.2% | -$2.39万 | 减仓 |
| SHEL | SHELL PLC | $43.51万 | 0.33% | 5,611 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FDS | $42.89万 | 0.33% | 1,190 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.95万 | 0.31% | 705 | 705 | — | $40.95万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $40.01万 | 0.31% | 1,320 | 95 | 7.8% | $2.88万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $37.32万 | 0.29% | 1,327 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $36.48万 | 0.28% | 703 | -17 | -2.4% | -$8,822 | 减仓 |
| IYF | ISHARES TR | $35.38万 | 0.27% | 2,775 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $35.10万 | 0.27% | 775 | 120 | 18.3% | $5.44万 | 加仓 |
| EWC | ISHARES INC | $34.88万 | 0.27% | 6,052 | 0 | 0.0% | — | 不变 |
| CPB | CAMPBELL SOUP CO | $34.70万 | 0.27% | 15,580 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $34.26万 | 0.26% | 1,224 | 2 | 0.2% | $560 | 加仓 |
| GLW | CORNING INC | $34.23万 | 0.26% | 1,340 | -144 | -9.7% | -$3.68万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $32.49万 | 0.25% | 7,244 | -443 | -5.8% | -$1.99万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $31.35万 | 0.24% | 3,420 | 110 | 3.3% | $1.01万 | 加仓 |
| GWW | GRAINGER W W INC | $31.29万 | 0.24% | 230 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $30.40万 | 0.23% | 3,185 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $30.29万 | 0.23% | 9,935 | -1,090 | -9.9% | -$3.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $30.13万 | 0.23% | 261 | 261 | — | $30.13万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $29.05万 | 0.22% | 1,760 | 1,760 | — | $29.05万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.63万 | 0.21% | 9,390 | 9,390 | — | $27.63万 | 新建仓 |
| PFE | PFIZER INC | $27.63万 | 0.21% | 11,475 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.29万 | 0.20% | 3,643 | 3,643 | — | $26.29万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $26.03万 | 0.20% | 4,855 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $25.82万 | 0.20% | 1,595 | -40 | -2.4% | -$6,476 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $25.78万 | 0.20% | 6,696 | -677 | -9.2% | -$2.61万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC NEW | $25.59万 | 0.20% | 6,805 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $24.02万 | 0.18% | 2,760 | 2,760 | — | $24.02万 | 新建仓 |