WOLFF WIESE MAGANA LLC
CARSLBAD CA · SEC CIK 0001832097
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| COO | COOPER COS INC | $4,290 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $4,292 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $4,322 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4,326 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $4,326 | 0.00% | 25 | 25 | — | $4,326 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,369 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $4,377 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,408 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $4,443 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $4,447 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $4,505 | 0.00% | 14 | 14 | — | $4,505 | 新建仓 |
| ENFR | ALPS ETF TR | $4,509 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $4,605 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4,680 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $4,683 | 0.00% | 50 | 50 | — | $4,683 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $4,701 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $4,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4,792 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,803 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $4,808 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4,830 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4,840 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $4,845 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $4,865 | 0.00% | 144 | -1 | -0.7% | -$34 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $4,892 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $4,929 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $4,973 | 0.00% | 450 | -906 | -66.8% | -$1.00万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $5,008 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $5,030 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $5,088 | 0.00% | 160 | 160 | — | $5,088 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $5,110 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $5,128 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $5,135 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HODL | VANECK BITCOIN ETF | $5,155 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $5,277 | 0.00% | 70 | 70 | — | $5,277 | 新建仓 |
| DBEF | DBX ETF TR | $5,286 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $5,322 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $5,331 | 0.00% | 158 | 38 | 31.7% | $1,282 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $5,338 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $5,341 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $5,373 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $5,420 | 0.00% | 500 | -11,805 | -95.9% | -$12.80万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $5,423 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $5,461 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $5,467 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $5,505 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $5,522 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $5,526 | 0.00% | 138 | 138 | — | $5,526 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $5,540 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $5,560 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ULS | UL SOLUTIONS INC | $5,572 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $5,680 | 0.00% | 33 | 5 | 17.9% | $861 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $5,728 | 0.00% | 29 | 24 | 480.0% | $4,740 | 加仓 |
| PJT | PJT PARTNERS INC | $5,729 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $5,738 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $5,759 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $5,767 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $5,782 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $5,792 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $5,828 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $5,847 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,896 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $5,948 | 0.00% | 30 | -5 | -14.3% | -$991 | 减仓 |
| COHR | COHERENT CORP | $5,956 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $5,962 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $6,018 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $6,034 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $6,035 | 0.00% | 265 | 20 | 8.2% | $455 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6,054 | 0.00% | 22 | 12 | 120.0% | $3,302 | 加仓 |
| FIGS | FIGS INC | $6,056 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $6,110 | 0.00% | 56 | 5 | 9.8% | $546 | 加仓 |
| BOX | BOX INC | $6,123 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $6,221 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR | $6,230 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| TFIN | TRIUMPH FINANCIAL INC | $6,265 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $6,281 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $6,316 | 0.00% | 95 | 45 | 90.0% | $2,992 | 加仓 |
| RBA | RB GLOBAL INC | $6,327 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $6,328 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $6,344 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6,396 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $6,402 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $6,411 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $6,412 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $6,422 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $6,435 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $6,491 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $6,542 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $6,606 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $6,612 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $6,631 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $6,670 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $6,675 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $6,691 | 0.00% | 144 | 74 | 105.7% | $3,438 | 加仓 |
| WRB | BERKLEY W R CORP | $6,695 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $6,776 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $6,787 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6,813 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $6,822 | 0.00% | 73 | 0 | 0.0% | — | 不变 |