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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $123.86万 | 0.57% | 8,447 | 42 | 0.5% | $6,159 | 加仓 |
| GE | GE AEROSPACE | $129.48万 | 0.60% | 3,465 | -8 | -0.2% | -$2,989 | 减仓 |
| URI | UNITED RENTALS INC | $130.62万 | 0.60% | 1,153 | -20 | -1.7% | -$2.27万 | 减仓 |
| MCD | MCDONALDS CORP | $130.81万 | 0.60% | 4,839 | 46 | 1.0% | $1.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $131.34万 | 0.60% | 1,404 | -9 | -0.6% | -$8,419 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $140.14万 | 0.64% | 82,681 | 80,571 | 3,818.5% | $136.57万 | 加仓 |
| SHOP | SHOPIFY INC | $145.18万 | 0.67% | 12,715 | 7,381 | 138.4% | $84.28万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $147.39万 | 0.68% | 14,715 | -1,551 | -9.5% | -$15.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $150.64万 | 0.69% | 1,974 | -87 | -4.2% | -$6.64万 | 减仓 |
| ITOT | ISHARES TR | $156.93万 | 0.72% | 9,553 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $160.67万 | 0.74% | 15,455 | 682 | 4.6% | $7.09万 | 加仓 |
| PWR | QUANTA SVCS INC | $169.64万 | 0.78% | 2,356 | -13 | -0.5% | -$9,361 | 减仓 |
| MTB | M & T BK CORP | $171.99万 | 0.79% | 7,226 | 7,155 | 10,077.5% | $170.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $173.08万 | 0.80% | 2,350 | 150 | 6.8% | $11.05万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $178.38万 | 0.82% | 5,988 | -845 | -12.4% | -$25.17万 | 减仓 |
| META | META PLATFORMS INC | $178.75万 | 0.82% | 3,173 | -333 | -9.5% | -$18.76万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $179.92万 | 0.83% | 19,829 | -551 | -2.7% | -$5.00万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $188.38万 | 0.87% | 5,524 | -62 | -1.1% | -$2.11万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $192.29万 | 0.88% | 2,575 | -4 | -0.2% | -$2,987 | 减仓 |
| GLW | CORNING INC | $203.07万 | 0.93% | 7,950 | 7,500 | 1,666.7% | $191.57万 | 加仓 |
| GLD | SPDR GOLD TR | $203.86万 | 0.94% | 5,534 | -133 | -2.3% | -$4.90万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $205.99万 | 0.95% | 56,390 | 705 | 1.3% | $2.58万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $207.49万 | 0.95% | 22,487 | -61 | -0.3% | -$5,628 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $217.29万 | 1.00% | 7,727 | 5,471 | 242.5% | $153.85万 | 加仓 |
| IJH | ISHARES TR | $220.64万 | 1.01% | 28,614 | 2,095 | 7.9% | $16.15万 | 加仓 |
| HD | HOME DEPOT INC | $228.14万 | 1.05% | 6,469 | -19 | -0.3% | -$6,701 | 减仓 |
| KLAC | KLA CORP | $230.63万 | 1.06% | 7,644 | -266 | -3.4% | -$8.03万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $231.30万 | 1.06% | 18,273 | -54 | -0.3% | -$6,835 | 减仓 |
| UNP | UNION PAC CORP | $234.35万 | 1.08% | 8,616 | -125 | -1.4% | -$3.40万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $234.46万 | 1.08% | 83,946 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $236.02万 | 1.09% | 18,367 | -797 | -4.2% | -$10.24万 | 减仓 |
| IEFA | ISHARES TR | $236.36万 | 1.09% | 24,473 | 2,605 | 11.9% | $25.16万 | 加仓 |
| GOOGL | ALPHABET INC | $241.87万 | 1.11% | 6,768 | -607 | -8.2% | -$21.69万 | 减仓 |
| PEP | PEPSICO INC | $247.68万 | 1.14% | 18,293 | -310 | -1.7% | -$4.20万 | 减仓 |
| KO | COCA COLA CO | $259.15万 | 1.19% | 31,888 | -244 | -0.8% | -$1.98万 | 减仓 |
| WMT | WALMART INC | $259.58万 | 1.19% | 22,919 | -1,511 | -6.2% | -$17.11万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $274.13万 | 1.26% | 154,616 | -1,812 | -1.2% | -$3.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $284.82万 | 1.31% | 4,903 | -678 | -12.1% | -$39.39万 | 减仓 |
| AMAT | APPLIED MATLS INC | $288.84万 | 1.33% | 3,995 | -89 | -2.2% | -$6.43万 | 减仓 |
| QCOM | QUALCOMM INC | $294.68万 | 1.36% | 15,947 | 1,663 | 11.6% | $30.73万 | 加仓 |
| LLY | ELI LILLY & CO | $302.29万 | 1.39% | 2,520 | -41 | -1.6% | -$4.92万 | 减仓 |
| MS | MORGAN STANLEY | $326.73万 | 1.50% | 15,630 | -180 | -1.1% | -$3.76万 | 减仓 |
| AMZN | AMAZON COM INC | $327.31万 | 1.51% | 13,733 | -233 | -1.7% | -$5.55万 | 减仓 |
| RTX | RTX CORPORATION | $331.34万 | 1.52% | 17,464 | -549 | -3.0% | -$10.42万 | 减仓 |
| DVY | ISHARES TR | $343.86万 | 1.58% | 22,000 | -140 | -0.6% | -$2.19万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $373.86万 | 1.72% | 174,701 | -2,471 | -1.4% | -$5.29万 | 减仓 |
| AMGN | AMGEN INC | $396.09万 | 1.82% | 10,938 | -154 | -1.4% | -$5.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $400.43万 | 1.84% | 12,233 | -152 | -1.2% | -$4.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $428.05万 | 1.97% | 6,232 | 691 | 12.5% | $47.46万 | 加仓 |
| V | VISA INC | $438.68万 | 2.02% | 12,786 | -390 | -3.0% | -$13.38万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $451.36万 | 2.08% | 46,807 | 3,192 | 7.3% | $30.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $454.90万 | 2.09% | 12,195 | -298 | -2.4% | -$11.12万 | 减仓 |
| ABBV | ABBVIE INC | $459.68万 | 2.11% | 18,267 | -725 | -3.8% | -$18.24万 | 减仓 |
| AVGO | BROADCOM INC | $503.30万 | 2.31% | 13,324 | -342 | -2.5% | -$12.92万 | 减仓 |
| CSCO | CISCO SYS INC | $576.40万 | 2.65% | 49,072 | 5,432 | 12.4% | $63.80万 | 加仓 |
| IJR | ISHARES TR | $593.10万 | 2.73% | 39,990 | 413 | 1.0% | $6.13万 | 加仓 |
| AAPL | APPLE INC | $623.63万 | 2.87% | 21,552 | 5,022 | 30.4% | $145.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $724.37万 | 3.33% | 36,202 | -3,540 | -8.9% | -$70.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $938.79万 | 4.32% | 8,133 | -162 | -2.0% | -$18.70万 | 减仓 |