WOLFF WIESE MAGANA LLC
CARSLBAD CA · SEC CIK 0001832097
$1.81亿2026Q1 申报市值
983持仓数
24.5%前十大占比 · 第一大 3.8%
83 / 41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
CB 加仓+$147.45万
GLD 加仓+$101.98万
BUFZ 加仓+$94.51万
AMD 加仓+$79.28万
VEEV 新建仓+$62.87万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$153.35万
MU 减仓-$120.98万
AVGO 减仓-$59.27万
AXON 清仓-$58.04万
UBER 减仓-$54.79万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $12.95万 | 0.07% | 573 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $13.26万 | 0.07% | 1,430 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $13.57万 | 0.07% | 1,200 | -59 | -4.7% | -$6,673 | 减仓 |
| XBI | SPDR SERIES TRUST | $13.94万 | 0.08% | 1,091 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $13.97万 | 0.08% | 4,105 | 618 | 17.7% | $2.10万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $14.58万 | 0.08% | 582 | -17 | -2.8% | -$4,260 | 减仓 |
| USIG | ISHARES TR | $14.85万 | 0.08% | 2,899 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $14.87万 | 0.08% | 2,310 | -37 | -1.6% | -$2,381 | 减仓 |
| EME | EMCOR GROUP INC | $14.91万 | 0.08% | 202 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $15.01万 | 0.08% | 1,768 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $15.01万 | 0.08% | 765 | -75 | -8.9% | -$1.47万 | 减仓 |
| INTC | INTEL CORP | $15.75万 | 0.09% | 3,568 | 45 | 1.3% | $1,986 | 加仓 |
| ORCL | ORACLE CORP | $15.77万 | 0.09% | 1,072 | -10,425 | -90.7% | -$153.35万 | 减仓 |
| IVV | ISHARES TR | $16.40万 | 0.09% | 251 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $16.45万 | 0.09% | 6,908 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $16.67万 | 0.09% | 191 | 65 | 51.6% | $5.67万 | 加仓 |
| RDNT | RADNET INC | $16.69万 | 0.09% | 2,986 | 124 | 4.3% | $6,930 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $16.73万 | 0.09% | 6,792 | 6,792 | — | $16.73万 | 新建仓 |
| CAT | CATERPILLAR INC | $16.93万 | 0.09% | 239 | 7 | 3.0% | $4,959 | 加仓 |
| VTI | VANGUARD INDEX FDS | $17.25万 | 0.10% | 538 | -15 | -2.7% | -$4,809 | 减仓 |
| MA | MASTERCARD INCORPORATED | $18.20万 | 0.10% | 364 | 6 | 1.7% | $3,000 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $18.27万 | 0.10% | 1,649 | 468 | 39.6% | $5.18万 | 加仓 |
| IEI | ISHARES TR | $18.72万 | 0.10% | 1,578 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $20.46万 | 0.11% | 1,927 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $21.42万 | 0.12% | 621 | 2 | 0.3% | $690 | 加仓 |
| BROS | DUTCH BROS INC | $21.55万 | 0.12% | 4,253 | 3,529 | 487.4% | $17.88万 | 加仓 |
| RDDT | REDDIT INC | $21.67万 | 0.12% | 1,609 | 66 | 4.3% | $8,887 | 加仓 |
| VGT | VANGUARD WORLD FD | $22.19万 | 0.12% | 318 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $22.61万 | 0.12% | 523 | 2 | 0.4% | $865 | 加仓 |
| IJK | ISHARES TR | $22.99万 | 0.13% | 2,285 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $23.22万 | 0.13% | 30,274 | 274 | 0.9% | $2,102 | 加仓 |
| — | EXXON MOBIL CORP | $23.23万 | 0.13% | 1,369 | 81 | 6.3% | $1.37万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.31万 | 0.13% | 1,662 | 1,163 | 233.1% | $17.01万 | 加仓 |
| BLK | BLACKROCK INC | $24.43万 | 0.13% | 254 | -357 | -58.4% | -$34.33万 | 减仓 |
| CRM | SALESFORCE INC | $24.44万 | 0.13% | 1,309 | -8 | -0.6% | -$1,493 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $25.04万 | 0.14% | 296 | -8 | -2.6% | -$6,768 | 减仓 |
| IWF | ISHARES TR | $25.84万 | 0.14% | 606 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $26.01万 | 0.14% | 1,307 | 1,051 | 410.5% | $20.92万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $26.28万 | 0.14% | 3,653 | -7,617 | -67.6% | -$54.79万 | 减仓 |
| AGG | ISHARES TR | $27.06万 | 0.15% | 2,726 | -8 | -0.3% | -$794 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $28.17万 | 0.16% | 13,145 | 1,902 | 16.9% | $4.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.41万 | 0.16% | 1,321 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $28.72万 | 0.16% | 4,577 | -2,560 | -35.9% | -$16.06万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $29.89万 | 0.16% | 5,900 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $30.06万 | 0.17% | 2,875 | -3,890 | -57.5% | -$40.67万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.82万 | 0.18% | 10,373 | 470 | 4.7% | $1.44万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $31.98万 | 0.18% | 455 | -150 | -24.8% | -$10.54万 | 减仓 |
| NFLX | NETFLIX INC. | $33.65万 | 0.19% | 3,500 | -5,063 | -59.1% | -$48.68万 | 减仓 |
| BAC | BANK AMERICA CORP | $33.93万 | 0.19% | 6,961 | 81 | 1.2% | $3,949 | 加仓 |
| IWM | ISHARES TR | $34.62万 | 0.19% | 1,396 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $36.41万 | 0.20% | 1,704 | 293 | 20.8% | $6.26万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $37.10万 | 0.20% | 8,236 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $38.37万 | 0.21% | 1,206 | 7 | 0.6% | $2,227 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $39.65万 | 0.22% | 22,892 | 21,443 | 1,479.8% | $37.14万 | 加仓 |
| SYK | STRYKER CORPORATION | $44.75万 | 0.25% | 1,362 | -18 | -1.3% | -$5,915 | 减仓 |
| IXUS | ISHARES TR | $47.12万 | 0.26% | 5,439 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $47.82万 | 0.26% | 7,018 | -3,094 | -30.6% | -$21.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $48.93万 | 0.27% | 2,365 | 503 | 27.0% | $10.41万 | 加仓 |
| SNOW | SNOWFLAKE INC | $49.41万 | 0.27% | 3,276 | 2,727 | 496.7% | $41.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.68万 | 0.30% | 2,256 | -5 | -0.2% | -$1,212 | 减仓 |
| CCJ | CAMECO CORP | $56.27万 | 0.31% | 5,181 | 2,239 | 76.1% | $24.32万 | 加仓 |
| VEEV | VEEVA SYS INC | $62.87万 | 0.35% | 3,579 | 3,579 | — | $62.87万 | 新建仓 |
| SHOP | SHOPIFY INC | $63.27万 | 0.35% | 5,334 | 2,850 | 114.7% | $33.81万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $64.58万 | 0.36% | 6,962 | -13 | -0.2% | -$1,206 | 减仓 |
| ANET | ARISTA NETWORKS INC | $67.50万 | 0.37% | 5,498 | 32 | 0.6% | $3,929 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $67.68万 | 0.37% | 6,833 | -78 | -1.1% | -$7,726 | 减仓 |
| GOOG | ALPHABET INC | $68.42万 | 0.38% | 2,385 | -33 | -1.4% | -$9,466 | 减仓 |
| TXN | TEXAS INSTRS INC | $70.13万 | 0.39% | 3,612 | 21 | 0.6% | $4,078 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $73.00万 | 0.40% | 2,614 | -4 | -0.2% | -$1,117 | 减仓 |
| EFA | ISHARES TR | $73.93万 | 0.41% | 7,611 | -183 | -2.3% | -$1.78万 | 减仓 |
| IEMG | ISHARES INC | $80.20万 | 0.44% | 11,498 | 1,939 | 20.3% | $13.52万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $80.46万 | 0.44% | 2,061 | 40 | 2.0% | $1.56万 | 加仓 |
| URI | UNITED RENTALS INC | $85.46万 | 0.47% | 1,173 | -197 | -14.4% | -$14.35万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $88.73万 | 0.49% | 18,045 | -393 | -2.1% | -$1.93万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $89.55万 | 0.49% | 5,586 | 107 | 2.0% | $1.72万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $92.52万 | 0.51% | 18,741 | -1,320 | -6.6% | -$6.52万 | 减仓 |
| WM | WASTE MGMT INC DEL | $95.11万 | 0.52% | 4,139 | -24 | -0.6% | -$5,515 | 减仓 |
| GE | GE AEROSPACE | $98.56万 | 0.54% | 3,473 | -1 | -0.0% | -$284 | 减仓 |
| SGOL | ETFS GOLD TR | $107.18万 | 0.59% | 24,020 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $111.79万 | 0.62% | 3,007 | 49 | 1.7% | $1.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $113.53万 | 0.63% | 5,581 | 3,897 | 231.4% | $79.28万 | 加仓 |
| KLAC | KLA CORP | $116.47万 | 0.64% | 791 | 391 | 97.8% | $57.57万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $121.40万 | 0.67% | 8,405 | 177 | 2.2% | $2.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $127.00万 | 0.70% | 2,200 | -121 | -5.2% | -$6.99万 | 减仓 |
| PWR | QUANTA SVCS INC | $130.06万 | 0.72% | 2,369 | -264 | -10.0% | -$14.49万 | 减仓 |
| MCK | MCKESSON CORP | $134.39万 | 0.74% | 1,553 | 15 | 1.0% | $1.30万 | 加仓 |
| ITOT | ISHARES TR | $136.06万 | 0.75% | 9,553 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $139.59万 | 0.77% | 4,084 | 144 | 3.7% | $4.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $140.78万 | 0.78% | 1,413 | 392 | 38.4% | $39.06万 | 加仓 |
| MOAT | VANECK ETF TRUST | $142.86万 | 0.79% | 14,773 | -1,084 | -6.8% | -$10.48万 | 减仓 |
| CB | CHUBB LTD SWITZ | $147.61万 | 0.81% | 4,529 | 4,524 | 90,480.0% | $147.45万 | 加仓 |
| MCD | MCDONALDS CORP | $148.95万 | 0.82% | 4,793 | 87 | 1.8% | $2.70万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $162.97万 | 0.90% | 16,266 | 6,232 | 62.1% | $62.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.73万 | 0.93% | 2,579 | -580 | -18.4% | -$37.72万 | 减仓 |
| IJH | ISHARES TR | $179.08万 | 0.99% | 26,519 | 3,043 | 13.0% | $20.55万 | 加仓 |
| QCOM | QUALCOMM INC | $183.95万 | 1.02% | 14,284 | -198 | -1.4% | -$2.55万 | 减仓 |
| MDT | MEDTRONIC PLC | $185.69万 | 1.02% | 21,430 | 779 | 3.8% | $6.75万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $188.05万 | 1.04% | 55,685 | 13,146 | 30.9% | $44.39万 | 加仓 |
| IEFA | ISHARES TR | $197.97万 | 1.09% | 21,868 | 3,000 | 15.9% | $27.16万 | 加仓 |
| META | META PLATFORMS INC | $200.58万 | 1.11% | 3,506 | 14 | 0.4% | $8,010 | 加仓 |