13F 机构持仓

WOLFF WIESE MAGANA LLC

CARSLBAD CA · SEC CIK 0001832097

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.8%
IJR 2.7%
MSFT 2.6%
AVGO 2.3%
AAPL 2.3%
ABBV 2.3%
V 2.2%
AMGN 2.2%
VNQ 2.1%
JPM 2.0%

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
BLDR BUILDERS FIRSTSOURCE INC $4120.00%5 00.0% — 不变
TM TOYOTA MOTOR CORP $4130.00%2 -28-93.3% -$5,782 重新持有
HBM HUDBAY MINERALS INC $4180.00%20 20— $418 新建仓
TXT TEXTRON INC $4380.00%5 00.0% — 不变
PINS PINTEREST INC $4410.00%24 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $4580.00%15 -5-25.0% -$153 减仓
FAST FASTENAL CO $4640.00%10 00.0% — 不变
INCY INCYTE CORP $4710.00%5 00.0% — 不变
VTRS VIATRIS INC $4740.00%35 00.0% — 不变
ADSK AUTODESK INC $4790.00%2 -5-71.4% -$1,198 减仓
PRU PRUDENTIAL FINL INC $4890.00%5 00.0% — 不变
MHK MOHAWK INDS INC $4930.00%5 00.0% — 不变
IRM IRON MTN INC DEL $5110.00%5 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $5190.00%112 00.0% — 不变
MSCI MSCI INC $5400.00%1 00.0% — 不变
M MACYS INC $5450.00%30 00.0% — 不变
— WARNER BROS DISCOVERY INC $5500.00%20 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $5540.00%28 00.0% — 不变
— AEON BIOPHARMA INC $5590.00%567 00.0% — 不变
AES AES CORP $5640.00%40 00.0% — 不变
LMND LEMONADE INC $5650.00%9 00.0% — 不变
GEN GEN DIGITAL INC $5650.00%30 30— $565 新建仓
TTD THE TRADE DESK INC $5680.00%25 25— $568 新建仓
FLCB FRANKLIN TEMPLETON ETF TR $5810.00%27 27— $581 新建仓
DG DOLLAR GEN CORP $5940.00%5 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $6080.00%5 00.0% — 不变
DFEV DIMENSIONAL ETF TRUST $6090.00%17 17— $609 新建仓
BRO BROWN & BROWN INC $6530.00%10 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $6550.00%35 00.0% — 不变
— HUYA INC $6600.00%200 00.0% — 不变
CPRT COPART INC $6640.00%20 -30-60.0% -$996 减仓
TDC TERADATA CORP DEL $6670.00%26 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $6770.00%5 00.0% — 不变
SOUN SOUNDHOUND AI INC $6870.00%100 100— $687 新建仓
PCG PG&E CORP $7030.00%40 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $7040.00%19 19— $704 新建仓
SWK STANLEY BLACK & DECKER INC $7110.00%10 00.0% — 不变
NVEC NVE CORP $7210.00%11 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $7260.00%10 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $7270.00%10 00.0% — 不变
CLSK CLEANSPARK INC $7580.00%89 00.0% — 不变
FE FIRSTENERGY CORP $7600.00%15 00.0% — 不变
DVA DAVITA INC $7690.00%5 5— $769 新建仓
NTLA INTELLIA THERAPEUTICS INC $7700.00%60 00.0% — 不变
WING WINGSTOP INC $7750.00%5 00.0% — 不变
CMS CMS ENERGY CORP $7760.00%10 00.0% — 不变
GENI GENIUS SPORTS LIMITED $7930.00%179 00.0% — 不变
GDDY GODADDY INC $8270.00%10 5100.0% $414 加仓
CTVA CORTEVA INC $8380.00%10 00.0% — 不变
RGTI RIGETTI COMPUTING INC $8430.00%60 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $8530.00%57 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $8570.00%16 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $8680.00%2 00.0% — 不变
SLYG SPDR SERIES TRUST $8700.00%9 9— $870 新建仓
AGZ ISHARES TR $8780.00%8 00.0% — 不变
VRNS VARONIS SYS INC $8810.00%41 00.0% — 不变
STLD STEEL DYNAMICS INC $9000.00%5 00.0% — 不变
VBK VANGUARD INDEX FDS $9070.00%3 3— $907 新建仓
BIIB BIOGEN INC $9170.00%5 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $9180.00%20 20— $918 新建仓
VWO VANGUARD INTL EQUITY INDEX F $9190.00%17 00.0% — 不变
USFD US FOODS HLDG CORP $9230.00%10 00.0% — 不变
DDOG DATADOG INC $9450.00%8 -2-20.0% -$236 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $9450.00%16 00.0% — 不变
BITO PROSHARES TR $9530.00%102 00.0% — 不变
TSN TYSON FOODS INC $1,0260.00%16 00.0% — 不变
PDO PIMCO DYNAMIC INCOME OPRNTS $1,0350.00%80 00.0% — 不变
ALL ALLSTATE CORP $1,0370.00%5 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $1,0800.00%5 5— $1,080 新建仓
DLTR DOLLAR TREE INC $1,0960.00%10 00.0% — 不变
CWST CASELLA WASTE SYS INC $1,1110.00%14 00.0% — 不变
ETR ENTERGY CORP NEW $1,1240.00%10 00.0% — 不变
CHE CHEMED CORP NEW $1,1340.00%3 -3-50.0% -$1,134 减仓
PSN PARSONS CORP DEL $1,1380.00%21 00.0% — 不变
— SMITH DOUGLAS HOMES CORP $1,1520.00%90 00.0% — 不变
HWM HOWMET AEROSPACE INC $1,1530.00%5 00.0% — 不变
BL BLACKLINE INC $1,1840.00%32 00.0% — 不变
CNM CORE & MAIN INC $1,1860.00%24 00.0% — 不变
FAX ABRDN ASIA PACIFIC INCOME FU $1,1970.00%83 00.0% — 不变
AMJB JPMORGAN CHASE FINL CO LLC $1,2100.00%35 35— $1,210 新建仓
CCI CROWN CASTLE INC $1,2200.00%15 -18-54.5% -$1,464 重新持有
AMDL GRANITESHARES ETF TR $1,2210.00%100 00.0% — 不变
MDB MONGODB INC $1,2240.00%5 00.0% — 不变
— ALPS ETF TR $1,2400.00%37 00.0% — 不变
INVH INVITATION HOMES INC $1,2430.00%50 40400.0% $994 重新持有
TRGP TARGA RES CORP $1,2540.00%5 -694-99.3% -$17.41万 减仓
NPO ENPRO INC $1,2540.00%5 00.0% — 不变
ERIE ERIE INDTY CO $1,2570.00%5 5— $1,257 新建仓
— TORTOISE CAPITAL SERIES TRUS $1,2610.00%25 00.0% — 不变
OMFS INVESCO EXCH TRD SLF IDX FD $1,2680.00%28 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $1,2710.00%8 00.0% — 不变
PWP PERELLA WEINBERG PARTNERS $1,2720.00%70 00.0% — 不变
SHE SPDR SERIES TRUST $1,2790.00%10 00.0% — 不变
AON AON PLC $1,2920.00%4 00.0% — 不变
LEN LENNAR CORP $1,3030.00%15 00.0% — 不变
CNC CENTENE CORP DEL $1,3100.00%40 00.0% — 不变
ILDR FIRST TR EXCHNG TRADED FD VI $1,3110.00%44 00.0% — 不变
MNDY MONDAY COM LTD $1,3140.00%19 00.0% — 不变
IEUR ISHARES TR $1,3360.00%19 00.0% — 不变
NRC NATIONAL RESH CORP $1,3420.00%79 00.0% — 不变