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
— ISHARES TR $1,3440.00%16 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1,3520.00%15 00.0% — 不变
— OMEGA FLEX INC $1,3660.00%44 00.0% — 不变
SOLV SOLVENTUM CORP $1,3720.00%21 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $1,3850.00%15 00.0% — 不变
ES EVERSOURCE ENERGY $1,3860.00%20 00.0% — 不变
FDIS FIDELITY COVINGTON TRUST $1,3990.00%15 00.0% — 不变
TPR TAPESTRY INC $1,4120.00%10 00.0% — 不变
NSC NORFOLK SOUTHN CORP $1,4350.00%5 00.0% — 不变
IRMD IRADIMED CORP $1,4440.00%15 15— $1,444 新建仓
MNST MONSTER BEVERAGE CORP NEW $1,4500.00%20 00.0% — 不变
CPAY CORPAY INC $1,4550.00%5 00.0% — 不变
CME CME GROUP INC $1,4770.00%5 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $1,4830.00%36 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1,4990.00%21 00.0% — 不变
WAB WABTEC $1,5000.00%6 -1-14.3% -$250 减仓
STZ CONSTELLATION BRANDS INC $1,5000.00%10 00.0% — 不变
OMC OMNICOM GROUP INC $1,5070.00%20 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1,5210.00%5 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $1,5230.00%22 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,5340.00%25 1066.7% $614 加仓
LCTX LINEAGE CELL THERAPEUTICS IN $1,5800.00%1,000 00.0% — 不变
SHW SHERWIN WILLIAMS CO $1,6030.00%5 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $1,6230.00%31 00.0% — 不变
AFL AFLAC INC $1,6460.00%15 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $1,6470.00%15 15— $1,647 新建仓
— TEVA PHARMACEUTICAL INDS LTD $1,6570.00%55 00.0% — 不变
CGNX COGNEX CORP $1,6660.00%34 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $1,6900.00%17 00.0% — 不变
XJQCX NUVEEN CR STRATEGIES INCOME $1,7050.00%350 00.0% — 不变
SAP SAP SE $1,7130.00%10 00.0% — 不变
MELI MERCADOLIBRE INC $1,7300.00%1 1— $1,730 新建仓
PYLD PIMCO ETF TR $1,7300.00%66 66— $1,730 新建仓
PRKS UNITED PARKS & RESORTS INC $1,7640.00%54 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $1,7860.00%24 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $1,7880.00%22 00.0% — 不变
AMCR AMCOR PLC $1,7890.00%45 45— $1,789 新建仓
FXI ISHARES TR $1,7950.00%50 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $1,8100.00%68 00.0% — 不变
CDW CDW CORP $1,8160.00%15 00.0% — 不变
JSML JANUS DETROIT STR TR $1,8190.00%26 26— $1,819 新建仓
SPTL SPDR SERIES TRUST $1,8410.00%70 00.0% — 不变
IR INGERSOLL RAND INC $1,8430.00%23 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $1,8580.00%7 00.0% — 不变
HAS HASBRO INC $1,8720.00%20 00.0% — 不变
ESTC ELASTIC N V $1,9000.00%38 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $1,9690.00%10 00.0% — 不变
FLRN SPDR SERIES TRUST $1,9700.00%64 00.0% — 不变
FSLR FIRST SOLAR INC $1,9730.00%10 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $2,0000.00%10 00.0% — 不变
BTZ BLACKROCK CR ALLOCATION $2,0200.00%200 00.0% — 不变
MORN MORNINGSTAR INC $2,0290.00%12 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,0600.00%6 00.0% — 不变
QUBT QUANTUM COMPUTING INC $2,0620.00%301 00.0% — 不变
SONY SONY GROUP CORP $2,0700.00%100 00.0% — 不变
PYPL PAYPAL HLDGS INC $2,0810.00%46 -96-67.6% -$4,343 减仓
TT TRANE TECHNOLOGIES PLC $2,0840.00%5 00.0% — 不变
TEL TE CONNECTIVITY PLC $2,0910.00%10 -22-68.8% -$4,600 减仓
RIVN RIVIAN AUTOMOTIVE INC $2,0920.00%139 00.0% — 不变
FICO FAIR ISAAC CORP $2,1360.00%2 1100.0% $1,068 重新持有
AME AMETEK INC $2,1440.00%10 00.0% — 不变
ITRI ITRON INC $2,1520.00%24 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $2,1540.00%6 00.0% — 不变
EXPO EXPONENT INC $2,1540.00%33 00.0% — 不变
FIDU FIDELITY COVINGTON TRUST $2,1630.00%25 00.0% — 不变
ROST ROSS STORES INC $2,1670.00%10 00.0% — 不变
MCO MOODYS CORP $2,1820.00%5 00.0% — 不变
BOOT BOOT BARN HLDGS INC $2,1960.00%15 00.0% — 不变
AEE AMEREN CORP $2,1990.00%20 00.0% — 不变
— ISHARES TR $2,2010.00%46 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $2,2300.00%17 -10-37.0% -$1,312 减仓
IP INTERNATIONAL PAPER CO $2,2390.00%63 46270.6% $1,635 加仓
ARKG ARK ETF TR $2,2460.00%85 00.0% — 不变
CPB THE CAMPBELLS COMPANY $2,2580.00%101 61152.5% $1,364 重新持有
ZBH ZIMMER BIOMET HOLDINGS INC $2,2610.00%25 00.0% — 不变
MMSI MERIT MED SYS INC $2,2750.00%33 00.0% — 不变
PMAR INNOVATOR ETFS TRUST $2,2760.00%51 00.0% — 不变
VSAT VIASAT INC $2,2900.00%50 00.0% — 不变
STEP STEPSTONE GROUP INC $2,2910.00%48 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $2,2970.00%23 23— $2,297 新建仓
UAL UNITED AIRLS HLDGS INC $2,3020.00%25 00.0% — 不变
PCAR PACCAR INC $2,3100.00%20 20— $2,310 新建仓
HCA HCA HEALTHCARE INC $2,3670.00%5 00.0% — 不变
FSS FEDERAL SIGNAL CORP $2,3800.00%22 00.0% — 不变
XXI TWENTY ONE CAP INC $2,3810.00%372 00.0% — 不变
WAT WATERS CORP $2,3830.00%8 8— $2,383 新建仓
MEDP MEDPACE HLDGS INC $2,4010.00%5 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $2,4250.00%5 00.0% — 不变
TGT TARGET CORP $2,4390.00%20 00.0% — 不变
CRBN ISHARES TR $2,4510.00%11 00.0% — 不变
KHC KRAFT HEINZ CO $2,4520.00%109 00.0% — 不变
DHR DANAHER CORP DEL $2,4650.00%13 -5-27.8% -$948 减仓
CHWY CHEWY INC $2,5110.00%93 00.0% — 不变
SCUS SCHWAB STRATEGIC TR $2,5210.00%100 100— $2,521 新建仓
APA APA CORPORATION $2,5470.00%60 00.0% — 不变
AIN ALBANY INTL CORP $2,5590.00%49 00.0% — 不变
PSMT PRICESMART INC $2,5590.00%17 00.0% — 不变
AVAV AEROVIRONMENT INC $2,5630.00%14 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $2,6110.00%33 33— $2,611 新建仓
FENY FIDELITY COVINGTON TRUST $2,6200.00%77 00.0% — 不变