13F 机构持仓

WOLFF WIESE MAGANA LLC

CARSLBAD CA · SEC CIK 0001832097

2026Q22026Q1 更早 9 个季度 🔒
$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
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

MU 4.3%
NVDA 3.3%
AAPL 2.9%
IJR 2.7%
CSCO 2.7%
AVGO 2.3%
ABBV 2.1%
MSFT 2.1%
VNQ 2.1%
V 2.0%

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
— FIRST TR EXCHNG TRADED FD VI $2,8150.00%248 00.0% — 不变
FSS FEDERAL SIGNAL CORP $2,8270.00%22 00.0% — 不变
L LOEWS CORP $2,8310.00%25 00.0% — 不变
ONON ON HLDG AG $2,8340.00%80 -4,025-98.1% -$14.26万 减仓
LAND GLADSTONE LD CORP $2,8410.00%333 333— $2,841 新建仓
SCHO SCHWAB STRATEGIC TR $2,8730.00%119 00.0% — 不变
GOLD GOLD COM INC $2,9130.00%70 00.0% — 不变
QUBT QUANTUM COMPUTING INC $2,9200.00%301 00.0% — 不变
PAYX PAYCHEX INC $2,9500.00%30 20200.0% $1,967 重新持有
BSJQ INVESCO EXCH TRD SLF IDX FD $2,9620.00%129 00.0% — 不变
BLV VANGUARD BD INDEX FDS $2,9640.00%43 00.0% — 不变
CPB THE CAMPBELLS COMPANY $2,9690.00%133 3231.7% $714 加仓
ROK ROCKWELL AUTOMATION INC $2,9710.00%6 00.0% — 不变
FNCL FIDELITY COVINGTON TRUST $2,9860.00%39 00.0% — 不变
WAT WATERS CORP $3,0010.00%8 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $3,0640.00%137 00.0% — 不变
KBWB INVESCO EXCH TRADED FD TR II $3,0690.00%33 00.0% — 不变
NRC NRC HEALTH $3,0850.00%143 6481.0% $1,381 加仓
FIGR FIGURE TECHNOLOGY SOLUTIO $3,1020.00%101 101— $3,102 新建仓
XLC SELECT SECTOR SPDR TR $3,1070.00%29 00.0% — 不变
EXPO EXPONENT INC $3,1150.00%53 2060.6% $1,175 加仓
OLED UNIVERSAL DISPLAY CORP $3,1180.00%36 00.0% — 不变
— ENVOY MEDICAL INC $3,1680.00%4,000 4,000— $3,168 新建仓
AZO AUTOZONE INC $3,1960.00%1 00.0% — 不变
POOL POOL CORP $3,2240.00%15 00.0% — 不变
SLDP SOLID POWER INC $3,2380.00%1,250 00.0% — 不变
ESML ISHARES TR $3,2440.00%58 00.0% — 不变
SPGI S&P GLOBAL INC $3,2590.00%8 00.0% — 不变
XPO XPO INC $3,2850.00%16 00.0% — 不变
THO THOR INDS INC $3,3080.00%44 00.0% — 不变
PSMT PRICESMART INC $3,3210.00%17 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $3,3220.00%22 22— $3,322 新建仓
MRSH MARSH & MCLENNAN COS INC $3,3340.00%20 00.0% — 不变
VOT VANGUARD INDEX FDS $3,3700.00%11 00.0% — 不变
SFM SPROUTS FMRS MKT INC $3,3840.00%40 40— $3,384 新建仓
— FIRST TR EXCHNG TRADED FD VI $3,3850.00%100 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $3,4000.00%25 00.0% — 不变
PDO PIMCO DYNAMIC INCOME OPRNTS $3,4380.00%260 180225.0% $2,380 加仓
JKHY HENRY JACK & ASSOC INC $3,4440.00%25 00.0% — 不变
— BLAIZE HLDGS INC $3,4500.00%2,500 2,500— $3,450 新建仓
XT ISHARES TR $3,4710.00%42 00.0% — 不变
SHAK SHAKE SHACK INC $3,4740.00%62 -204-76.7% -$1.14万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $3,4740.00%49 00.0% — 不变
GCT GIGACLOUD TECHNOLOGY INC $3,4760.00%110 2225.0% $695 加仓
NTRS NORTHERN TR CORP $3,4770.00%20 00.0% — 不变
SCCO SOUTHERN COPPER CORP $3,4860.00%20 00.0% — 不变
DGRO ISHARES TR $3,4870.00%46 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $3,4890.00%40 00.0% — 不变
BOND PIMCO ETF TR $3,5040.00%38 00.0% — 不变
LSTR LANDSTAR SYS INC $3,5160.00%17 00.0% — 不变
APH AMPHENOL CORP $3,5270.00%20 -9-31.0% -$1,587 减仓
ACM AECOM $3,5600.00%51 00.0% — 不变
ARKG ARK ETF TR $3,5760.00%85 00.0% — 不变
INSM INSMED INC $3,6260.00%34 00.0% — 不变
PPL PPL CORP $3,6350.00%100 00.0% — 不变
FTSM FIRST TR EXCHANGE-TRADED FD $3,6440.00%61 00.0% — 不变
AIN ALBANY INTL CORP $3,6510.00%49 00.0% — 不变
KWR QUAKER HOUGHTON $3,6550.00%23 00.0% — 不变
MSA MSA SAFETY INC $3,6670.00%21 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3,6770.00%102 11.0% $36 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $3,6860.00%14 00.0% — 不变
DOW DOW HLDGS INC $3,6930.00%135 -999-88.1% -$2.73万 减仓
VNLA JANUS DETROIT STR TR $3,7140.00%76 00.0% — 不变
VEEV VEEVA SYS INC $3,7270.00%21 -3,558-99.4% -$63.15万 减仓
CDNS CADENCE DESIGN SYSTEM INC $3,7540.00%10 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $3,7860.00%49 00.0% — 不变
NSSC NAPCO SEC TECHNOLOGIES INC $3,7980.00%100 00.0% — 不变
EFX EQUIFAX INC $3,8100.00%24 00.0% — 不变
EGP EASTGROUP PPTYS INC $3,8490.00%19 00.0% — 不变
NEAR ISHARES U S ETF TR $3,8510.00%76 00.0% — 不变
JBL JABIL INC $3,8550.00%10 00.0% — 不变
FCN FTI CONSULTING INC $3,8750.00%26 418.2% $596 加仓
— NEXTERA ENERGY INC $3,9760.00%80 00.0% — 不变
ROL ROLLINS INC $4,0080.00%96 00.0% — 不变
SYY SYSCO CORP $4,0120.00%48 00.0% — 不变
AEVA AEVA TECHNOLOGIES INC $4,0210.00%140 140— $4,021 新建仓
ICLN ISHARES TR $4,0980.00%200 200— $4,098 新建仓
SCHR SCHWAB STRATEGIC TR $4,1190.00%167 00.0% — 不变
CI THE CIGNA GROUP $4,1360.00%15 00.0% — 不变
FIGS FIGS INC $4,1950.00%410 00.0% — 不变
IWV ISHARES TR $4,2640.00%10 00.0% — 不变
OSW ONESPAWORLD HOLDINGS LIMITED $4,2650.00%151 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC $4,2910.00%35 00.0% — 不变
DFH DREAM FINDERS HOMES INC $4,2980.00%249 00.0% — 不变
COO COOPER COS INC $4,3030.00%60 00.0% — 不变
— ABRDN GLOBAL PREMIER PPTYS F $4,3340.00%366 -84-18.7% -$995 减仓
ARKK ARK ETF TR $4,3650.00%54 00.0% — 不变
OUST OUSTER INC $4,3770.00%70 70— $4,377 新建仓
EWJ ISHARES INC $4,3840.00%47 00.0% — 不变
TTAN SERVICETITAN INC $4,3850.00%62 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $4,4390.00%57 00.0% — 不变
BKNG BOOKING HOLDINGS INC $4,4560.00%25 00.0% — 不变
MTUM ISHARES TR $4,4570.00%13 00.0% — 不变
HODL VANECK BITCOIN ETF $4,4690.00%269 00.0% — 不变
VSAT VIASAT INC $4,4910.00%50 00.0% — 不变
ENFR ALPS ETF TR $4,4960.00%118 00.0% — 不变
ESAB ESAB CORPORATION $4,5370.00%46 00.0% — 不变
IREN IREN LIMITED $4,5730.00%100 00.0% — 不变
LII LENNOX INTL INC $4,5840.00%8 00.0% — 不变
WSO WATSCO INC $4,5850.00%11 00.0% — 不变