WOLFF WIESE MAGANA LLC
CARSLBAD CA · SEC CIK 0001832097
$2.17亿2026Q2 申报市值
1,027持仓数
26.5%前十大占比 · 第一大 4.3%
67 / 32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
GLW 加仓+$191.57万
MTB 加仓+$170.30万
IBM 加仓+$153.85万
AAPL 加仓+$145.32万
BXMT 加仓+$136.57万
2026Q2 卖出最多 按季末市值估算
AXP 减仓-$301.85万
MDT 减仓-$162.56万
CB 减仓-$152.42万
NVDA 减仓-$70.83万
VEEV 减仓-$63.15万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $12.07万 | 0.06% | 3,568 | 4 | 0.1% | $135 | 加仓 |
| ETN | EATON CORP PLC | $12.10万 | 0.06% | 284 | -2 | -0.7% | -$852 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.16万 | 0.06% | 243 | 116 | 91.3% | $5.80万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $12.23万 | 0.06% | 455 | 450 | 9,000.0% | $12.10万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $12.41万 | 0.06% | 1,005 | 1,005 | — | $12.41万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.80万 | 0.06% | 268 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $12.88万 | 0.06% | 310 | 9 | 3.0% | $3,741 | 加仓 |
| MPC | MARATHON PETE CORP | $13.09万 | 0.06% | 512 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $13.16万 | 0.06% | 2,514 | 153 | 6.5% | $8,007 | 加仓 |
| INTU | INTUIT | $13.34万 | 0.06% | 511 | -12 | -2.3% | -$3,132 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $13.41万 | 0.06% | 785 | 785 | — | $13.41万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $13.42万 | 0.06% | 3,110 | 836 | 36.8% | $3.61万 | 加仓 |
| WTAI | WISDOMTREE TR | $13.42万 | 0.06% | 2,827 | 100 | 3.7% | $4,747 | 加仓 |
| SCZ | ISHARES TR | $13.48万 | 0.06% | 1,638 | 7 | 0.4% | $576 | 加仓 |
| DGRW | WISDOMTREE TR | $13.49万 | 0.06% | 1,411 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $13.52万 | 0.06% | 2,182 | 611 | 38.9% | $3.79万 | 加仓 |
| VOTE | TCW ETF TRUST | $13.68万 | 0.06% | 1,551 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $13.74万 | 0.06% | 960 | -10 | -1.0% | -$1,431 | 减仓 |
| USMV | ISHARES TR | $13.79万 | 0.06% | 1,430 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $13.94万 | 0.06% | 1,768 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $14.01万 | 0.06% | 831 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $14.13万 | 0.06% | 583 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $14.39万 | 0.07% | 730 | 100 | 15.9% | $1.97万 | 加仓 |
| USIG | ISHARES TR | $14.87万 | 0.07% | 2,899 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $16.06万 | 0.07% | 2,311 | 1 | 0.0% | $69 | 加仓 |
| MA | MASTERCARD INCORPORATED | $16.20万 | 0.07% | 315 | -49 | -13.5% | -$2.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $16.37万 | 0.08% | 1,900 | 190 | 11.1% | $1.64万 | 加仓 |
| DASH | DOORDASH INC | $16.44万 | 0.08% | 891 | 72 | 8.8% | $1.33万 | 加仓 |
| IVW | ISHARES TR | $16.50万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $16.87万 | 0.08% | 1,066 | -25 | -2.3% | -$3,956 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $17.05万 | 0.08% | 889 | 889 | — | $17.05万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $17.17万 | 0.08% | 788 | 23 | 3.0% | $5,012 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $17.22万 | 0.08% | 6,832 | 40 | 0.6% | $1,008 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $17.35万 | 0.08% | 2,010 | 2,005 | 40,100.0% | $17.31万 | 加仓 |
| — | EXXON MOBIL CORP | $17.66万 | 0.08% | 1,292 | -77 | -5.6% | -$1.05万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $17.75万 | 0.08% | 2,403 | 2,403 | — | $17.75万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $18.08万 | 0.08% | 622 | 1 | 0.2% | $291 | 加仓 |
| ORCL | ORACLE CORP | $18.12万 | 0.08% | 1,236 | 164 | 15.3% | $2.40万 | 加仓 |
| IEI | ISHARES TR | $18.53万 | 0.09% | 1,578 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $18.80万 | 0.09% | 251 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $19.22万 | 0.09% | 574 | -8 | -1.4% | -$2,679 | 减仓 |
| CRM | SALESFORCE INC | $19.47万 | 0.09% | 1,243 | -66 | -5.0% | -$1.03万 | 减仓 |
| RDNT | RADNET INC | $19.83万 | 0.09% | 3,216 | 230 | 7.7% | $1.42万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $19.87万 | 0.09% | 4,655 | 78 | 1.7% | $3,329 | 加仓 |
| VTI | VANGUARD INDEX FDS | $19.91万 | 0.09% | 538 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.28万 | 0.09% | 1,738 | 76 | 4.6% | $8,867 | 加仓 |
| MUB | ISHARES TR | $20.40万 | 0.09% | 1,896 | -31 | -1.6% | -$3,336 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $22.09万 | 0.10% | 28,767 | 28,767 | — | $22.09万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.48万 | 0.10% | 1,687 | 38 | 2.3% | $5,064 | 加仓 |
| CAT | CATERPILLAR INC | $23.21万 | 0.11% | 218 | -21 | -8.8% | -$2.24万 | 减仓 |
| GEV | GE VERNOVA INC | $23.74万 | 0.11% | 202 | 11 | 5.8% | $1.29万 | 加仓 |
| BLK | BLACKROCK INC | $23.85万 | 0.11% | 248 | -6 | -2.4% | -$5,769 | 减仓 |
| NFLX | NETFLIX INC. | $24.97万 | 0.11% | 3,497 | -3 | -0.1% | -$214 | 减仓 |
| IJK | ISHARES TR | $26.85万 | 0.12% | 2,285 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $26.99万 | 0.12% | 2,727 | 1 | 0.0% | $99 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $27.44万 | 0.13% | 3,802 | 149 | 4.1% | $1.08万 | 加仓 |
| RDDT | REDDIT INC | $28.92万 | 0.13% | 1,666 | 57 | 3.5% | $9,894 | 加仓 |
| IWF | ISHARES TR | $30.10万 | 0.14% | 2,424 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $30.20万 | 0.14% | 352 | -103 | -22.6% | -$8.84万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $30.21万 | 0.14% | 5,900 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $30.41万 | 0.14% | 2,544 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.12万 | 0.14% | 1,315 | -6 | -0.5% | -$1,420 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $31.16万 | 0.14% | 6,908 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $31.78万 | 0.15% | 8,236 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.34万 | 0.15% | 1,951 | -414 | -17.5% | -$6.86万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $33.05万 | 0.15% | 932 | 648 | 228.2% | $22.98万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $33.07万 | 0.15% | 10,429 | 56 | 0.5% | $1,776 | 加仓 |
| IBRX | IMMUNITYBIO INC | $33.07万 | 0.15% | 37,774 | 7,500 | 24.8% | $6.57万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $33.09万 | 0.15% | 20,836 | -2,056 | -9.0% | -$3.26万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $33.56万 | 0.15% | 13,461 | 316 | 2.4% | $7,878 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.00万 | 0.17% | 356 | 60 | 20.3% | $6.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $36.12万 | 0.17% | 1,068 | -8,925 | -89.3% | -$301.85万 | 减仓 |
| SLV | ISHARES SILVER TR | $37.53万 | 0.17% | 7,018 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $39.66万 | 0.18% | 3,995 | 1,120 | 39.0% | $11.12万 | 加仓 |
| BAC | BANK OF AMER CORP | $39.66万 | 0.18% | 6,961 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $40.27万 | 0.19% | 2,606 | 2,606 | — | $40.27万 | 新建仓 |
| IWM | ISHARES TR | $40.50万 | 0.19% | 1,348 | -48 | -3.4% | -$1.44万 | 减仓 |
| SYK | STRYKER CORPORATION | $43.38万 | 0.20% | 1,378 | 16 | 1.2% | $5,037 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $43.76万 | 0.20% | 1,609 | 1,579 | 5,263.3% | $42.94万 | 加仓 |
| EFA | ISHARES TR | $44.15万 | 0.20% | 4,250 | -3,361 | -44.2% | -$34.91万 | 减仓 |
| BROS | DUTCH BROS INC | $44.77万 | 0.21% | 6,235 | 1,982 | 46.6% | $14.23万 | 加仓 |
| ADI | ANALOG DEVICES INC | $47.70万 | 0.22% | 1,201 | -5 | -0.4% | -$1,986 | 减仓 |
| INTC | INTEL CORP | $49.81万 | 0.23% | 3,567 | -1 | -0.0% | -$140 | 减仓 |
| IXUS | ISHARES TR | $51.91万 | 0.24% | 5,439 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $52.59万 | 0.24% | 5,163 | -18 | -0.3% | -$1,833 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $62.60万 | 0.29% | 6,666 | -296 | -4.3% | -$2.78万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.04万 | 0.29% | 14,888 | 13,131 | 747.4% | $55.60万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $65.42万 | 0.30% | 2,634 | 20 | 0.8% | $4,967 | 加仓 |
| LRCX | LAM RESEARCH CORP | $66.04万 | 0.30% | 1,524 | -180 | -10.6% | -$7.80万 | 减仓 |
| GOOG | ALPHABET INC | $71.37万 | 0.33% | 2,020 | -365 | -15.3% | -$12.90万 | 减仓 |
| SNOW | SNOWFLAKE INC | $80.42万 | 0.37% | 3,160 | -116 | -3.5% | -$2.95万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $87.44万 | 0.40% | 17,531 | -514 | -2.8% | -$2.56万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $90.60万 | 0.42% | 5,333 | -165 | -3.0% | -$2.80万 | 减仓 |
| SGOL | ETFS GOLD TR | $91.20万 | 0.42% | 23,856 | -164 | -0.7% | -$6,270 | 减仓 |
| WM | WASTE MGMT INC DEL | $92.07万 | 0.42% | 4,131 | -8 | -0.2% | -$1,783 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $96.67万 | 0.44% | 18,033 | -708 | -3.8% | -$3.80万 | 减仓 |
| IEMG | ISHARES INC | $103.29万 | 0.47% | 12,468 | 970 | 8.4% | $8.04万 | 加仓 |
| TXN | TEXAS INSTRS INC | $109.36万 | 0.50% | 3,669 | 57 | 1.6% | $1.70万 | 加仓 |
| MCK | MCKESSON CORP | $115.38万 | 0.53% | 1,527 | -26 | -1.7% | -$1.96万 | 减仓 |
| TSLA | TESLA INC | $122.98万 | 0.57% | 2,924 | -83 | -2.8% | -$3.49万 | 减仓 |