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
JPC NUVEEN PFD & INCOME OPPORTUN $2,6390.00%350 00.0% — 不变
IAGG ISHARES TR $2,6530.00%53 00.0% — 不变
JBL JABIL INC $2,6570.00%10 00.0% — 不变
L LOEWS CORP $2,6690.00%25 00.0% — 不变
TBBB BBB FOODS INC $2,6890.00%76 76— $2,689 新建仓
RVLV REVOLVE GROUP INC $2,6910.00%119 00.0% — 不变
LSTR LANDSTAR SYS INC $2,7260.00%17 00.0% — 不变
ESML ISHARES TR $2,7280.00%58 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $2,7380.00%39 00.0% — 不变
— BLACKROCK ETF TRUST II $2,7410.00%54 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $2,7430.00%16 16— $2,743 新建仓
EFV ISHARES TR $2,7510.00%37 22146.7% $1,636 加仓
CDNS CADENCE DESIGN SYSTEM INC $2,7790.00%10 5100.0% $1,390 加仓
BWX SPDR SERIES TRUST $2,7880.00%127 00.0% — 不变
NTRS NORTHERN TR CORP $2,7920.00%20 00.0% — 不变
LVS LAS VEGAS SANDS CORP $2,8020.00%52 26100.0% $1,401 加仓
GOLD GOLD COM INC $2,8060.00%70 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $2,8170.00%30 -37-55.2% -$3,474 减仓
VOT VANGUARD INDEX FDS $2,8310.00%11 00.0% — 不变
WYNN WYNN RESORTS LTD $2,8440.00%28 14100.0% $1,422 加仓
KWR QUAKER HOUGHTON $2,8580.00%23 00.0% — 不变
XT ISHARES TR $2,8630.00%42 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2,8850.00%248 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $2,8890.00%119 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $2,8980.00%137 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $2,9280.00%14 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INC $2,9290.00%22 00.0% — 不变
BSY BENTLEY SYS INC $2,9510.00%84 -43-33.9% -$1,511 减仓
SCHA SCHWAB STRATEGIC TR $2,9510.00%101 101— $2,951 新建仓
BLV VANGUARD BD INDEX FDS $2,9580.00%43 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $2,9670.00%15 00.0% — 不变
BSJQ INVESCO EXCH TRD SLF IDX FD $2,9900.00%129 00.0% — 不变
POOL POOL CORP $3,0350.00%15 00.0% — 不变
RUM RUMBLE INC $3,0600.00%600 20050.0% $1,020 加仓
REGN REGENERON PHARMACEUTICALS $3,0910.00%4 00.0% — 不变
XPO XPO INC $3,1130.00%16 00.0% — 不变
MTUM ISHARES TR $3,1200.00%13 00.0% — 不变
OKE ONEOK INC NEW $3,1640.00%35 516.7% $452 加仓
CHH CHOICE HOTELS INTL INC $3,2090.00%31 00.0% — 不变
XLC SELECT SECTOR SPDR TR $3,2150.00%29 00.0% — 不变
ENSG ENSIGN GROUP INC $3,2240.00%16 00.0% — 不变
DGRO ISHARES TR $3,2290.00%46 -22-32.4% -$1,544 减仓
— FIRST TR EXCHNG TRADED FD VI $3,2810.00%100 00.0% — 不变
HLNE HAMILTON LANE INC $3,2810.00%33 1473.7% $1,392 加仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $3,2830.00%57 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $3,3000.00%36 00.0% — 不变
AZO AUTOZONE INC $3,3780.00%1 00.0% — 不变
TRMB TRIMBLE INC $3,3920.00%52 00.0% — 不变
SPGI S&P GLOBAL INC $3,4030.00%8 -929-99.1% -$39.52万 减仓
SYY SYSCO CORP $3,4240.00%48 00.0% — 不变
IREN IREN LIMITED $3,4280.00%100 00.0% — 不变
SCCO SOUTHERN COPPER CORP $3,4420.00%20 00.0% — 不变
MSA MSA SAFETY INC $3,4430.00%21 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $3,4480.00%49 00.0% — 不变
OSW ONESPAWORLD HOLDINGS LIMITED $3,4660.00%151 00.0% — 不变
DFH DREAM FINDERS HOMES INC $3,4670.00%249 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $3,4690.00%20 00.0% — 不变
DIOD DIODES INC $3,4820.00%51 00.0% — 不变
BOND PIMCO ETF TR $3,5070.00%38 38— $3,507 新建仓
THO THOR INDS INC $3,5160.00%44 00.0% — 不变
EGP EASTGROUP PPTYS INC $3,5170.00%19 00.0% — 不变
BTSG BRIGHTSPRING HEALTH SVCS INC $3,6220.00%85 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $3,6470.00%61 61— $3,647 新建仓
ARKK ARK ETF TR $3,6500.00%54 00.0% — 不变
APH AMPHENOL CORP $3,6650.00%29 945.0% $1,137 加仓
PTGX PROTAGONIST THERAPEUTICS INC $3,6890.00%35 00.0% — 不变
IWV ISHARES TR $3,7070.00%10 00.0% — 不变
LII LENNOX INTL INC $3,7140.00%8 00.0% — 不变
VNLA JANUS DETROIT STR TR $3,7140.00%76 76— $3,714 新建仓
SLDP SOLID POWER INC $3,7500.00%1,250 00.0% — 不变
PPL PPL CORP $3,8200.00%100 00.0% — 不变
NEAR ISHARES U S ETF TR $3,8640.00%76 76— $3,864 新建仓
— GLOBAL X FDS $3,8770.00%127 00.0% — 不变
FCN FTI CONSULTING INC $3,8890.00%22 00.0% — 不变
ZTS ZOETIS INC $3,9010.00%33 -2-5.7% -$236 减仓
PTLO PORTILLOS INC $3,9200.00%741 -224-23.2% -$1,185 减仓
TTAN SERVICETITAN INC $3,9350.00%62 2255.0% $1,396 加仓
ARKQ ARK ETF TR $3,9360.00%35 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $3,9370.00%40 00.0% — 不变
NSSC NAPCO SEC TECHNOLOGIES INC $3,9390.00%100 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $3,9510.00%25 00.0% — 不变
EWJ ISHARES INC $3,9690.00%47 00.0% — 不变
IBP INSTALLED BLDG PRODS INC $3,9780.00%15 00.0% — 不变
GCT GIGACLOUD TECHNOLOGY INC $3,9940.00%88 88— $3,994 新建仓
CI THE CIGNA GROUP $4,0020.00%15 00.0% — 不变
WSO WATSCO INC $4,0020.00%11 00.0% — 不变
BFAM BRIGHT HORIZONS FAM SOL IN D $4,0250.00%49 1753.1% $1,396 加仓
ARMK ARAMARK $4,0540.00%100 00.0% — 不变
AXSM AXSOME THERAPEUTICS INC. $4,0570.00%24 00.0% — 不变
WDC WESTERN DIGITAL CORP $4,0580.00%15 00.0% — 不变
IWS ISHARES TR $4,0810.00%28 00.0% — 不变
FTNT FORTINET INC $4,0860.00%50 -71-58.7% -$5,802 减仓
SCHR SCHWAB STRATEGIC TR $4,1600.00%167 00.0% — 不变
— NEXTERA ENERGY INC $4,2040.00%80 80— $4,204 新建仓
OMFL INVESCO EXCH TRD SLF IDX FD $4,2090.00%70 00.0% — 不变
BKNG BOOKING HOLDINGS INC $4,2110.00%1 -1-50.0% -$4,211 减仓
SAIA SAIA INC $4,2160.00%12 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP $4,2670.00%46 00.0% — 不变
PPG PPG INDS INC $4,2760.00%40 00.0% — 不变
NCNO NCINO INC $4,2850.00%286 00.0% — 不变