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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $209.24万 | 1.15% | 20,380 | 365 | 1.8% | $3.75万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $211.91万 | 1.17% | 22,548 | 62 | 0.3% | $5,827 | 加仓 |
| GOOGL | ALPHABET INC | $212.08万 | 1.17% | 7,375 | -240 | -3.2% | -$6.90万 | 减仓 |
| UNP | UNION PAC CORP | $212.08万 | 1.17% | 8,741 | 155 | 1.8% | $3.76万 | 加仓 |
| HD | HOME DEPOT INC | $213.39万 | 1.18% | 6,488 | 19 | 0.3% | $6,249 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $220.53万 | 1.22% | 83,946 | 35,975 | 75.0% | $94.51万 | 加仓 |
| MRK | MERCK & CO INC | $230.53万 | 1.27% | 19,164 | 595 | 3.2% | $7.16万 | 加仓 |
| LLY | ELI LILLY & CO | $235.58万 | 1.30% | 2,561 | 141 | 5.8% | $12.97万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $239.97万 | 1.32% | 18,327 | 180 | 1.0% | $2.36万 | 加仓 |
| GLD | SPDR GOLD TR | $243.85万 | 1.35% | 5,667 | 2,370 | 71.9% | $101.98万 | 加仓 |
| KO | COCA COLA CO | $244.36万 | 1.35% | 32,132 | 189 | 0.6% | $1.44万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $244.81万 | 1.35% | 156,428 | 5,192 | 3.4% | $8.13万 | 加仓 |
| MS | MORGAN STANLEY | $260.19万 | 1.44% | 15,810 | 445 | 2.9% | $7.32万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $280.24万 | 1.55% | 8,295 | -3,581 | -30.2% | -$120.98万 | 减仓 |
| PEP | PEPSICO INC | $288.89万 | 1.59% | 18,603 | 643 | 3.6% | $9.99万 | 加仓 |
| AMZN | AMAZON COM INC | $290.87万 | 1.61% | 13,966 | -823 | -5.6% | -$17.14万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $291.09万 | 1.61% | 177,172 | 37,364 | 26.7% | $61.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $302.27万 | 1.67% | 9,993 | 87 | 0.9% | $2.63万 | 加仓 |
| WMT | WALMART INC | $303.62万 | 1.68% | 24,430 | -332 | -1.3% | -$4.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $331.10万 | 1.83% | 5,541 | 989 | 21.7% | $59.10万 | 加仓 |
| DVY | ISHARES TR | $335.22万 | 1.85% | 22,140 | -633 | -2.8% | -$9.58万 | 减仓 |
| CSCO | CISCO SYS INC | $338.60万 | 1.87% | 43,640 | 653 | 1.5% | $5.07万 | 加仓 |
| RTX | RTX CORPORATION | $347.46万 | 1.92% | 18,013 | 37 | 0.2% | $7,137 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $364.32万 | 2.01% | 12,385 | 1,886 | 18.0% | $55.48万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $386.86万 | 2.13% | 43,615 | -1,975 | -4.3% | -$17.52万 | 减仓 |
| AMGN | AMGEN INC | $390.27万 | 2.15% | 11,092 | 829 | 8.1% | $29.17万 | 加仓 |
| V | VISA INC | $398.23万 | 2.20% | 13,176 | 121 | 0.9% | $3.66万 | 加仓 |
| ABBV | ABBVIE INC | $413.05万 | 2.28% | 18,992 | 1,007 | 5.6% | $21.90万 | 加仓 |
| AAPL | APPLE INC | $419.52万 | 2.31% | 16,530 | 1,444 | 9.6% | $36.65万 | 加仓 |
| AVGO | BROADCOM INC | $422.98万 | 2.33% | 13,666 | -1,915 | -12.3% | -$59.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $462.46万 | 2.55% | 12,493 | 231 | 1.9% | $8.55万 | 加仓 |
| IJR | ISHARES TR | $491.99万 | 2.71% | 39,577 | 2,090 | 5.6% | $25.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $693.11万 | 3.82% | 39,742 | -2,314 | -5.5% | -$40.36万 | 减仓 |