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
ATMU ATMUS FILTRATION TECHNOLOGIE $4,5900.00%90 00.0% — 不变
IBP INSTALLED BLDG PRODS INC $4,5970.00%20 533.3% $1,149 加仓
IWS ISHARES TR $4,6090.00%28 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $4,6200.00%1,000 00.0% — 不变
ARKQ ARK ETF TR $4,6280.00%35 00.0% — 不变
DDOG DATADOG INC $4,6870.00%18 10125.0% $2,604 加仓
VGK VANGUARD INTL EQUITY INDEX F $4,6930.00%53 00.0% — 不变
SMR NUSCALE PWR CORP $4,7650.00%475 -25-5.0% -$251 减仓
— PROSHARES TR $4,7910.00%100 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $4,7950.00%69 00.0% — 不变
OMFL INVESCO EXCH TRD SLF IDX FD $4,7980.00%70 00.0% — 不变
BLLN BILLIONTOONE INC $4,8000.00%40 40— $4,800 新建仓
AIG AMERICAN INTL GROUP INC $4,8450.00%65 00.0% — 不变
PPG PPG INDS INC $4,8520.00%40 00.0% — 不变
TGT TARGET CORP $4,8610.00%37 1785.0% $2,233 加仓
— GLOBAL X FDS $4,8990.00%127 00.0% — 不变
DMXF ISHARES TR $4,9070.00%58 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $4,9110.00%453 00.0% — 不变
RWR SPDR SERIES TRUST $4,9710.00%44 00.0% — 不变
BND VANGUARD BD INDEX FDS $4,9920.00%68 00.0% — 不变
SAIA SAIA INC $5,0540.00%12 00.0% — 不变
TBBB BBB FOODS INC $5,0840.00%122 4660.5% $1,917 加仓
VOE VANGUARD INDEX FDS $5,1380.00%26 00.0% — 不变
POWL POWELL INDS INC $5,1550.00%18 -30-62.5% -$8,592 减仓
DEO DIAGEO PLC $5,2250.00%65 00.0% — 不变
DXC DXC TECHNOLOGY CO $5,2310.00%591 00.0% — 不变
ADC AGREE RLTY CORP $5,3020.00%70 00.0% — 不变
GTY GETTY RLTY CORP NEW $5,3380.00%160 00.0% — 不变
ALLE ALLEGION PLC $5,3390.00%38 00.0% — 不变
USPH U S PHYSICAL THERAPY $5,3580.00%78 00.0% — 不变
SPHY SPDR SERIES TRUST $5,3680.00%229 00.0% — 不变
QGEN QIAGEN NV $5,3960.00%138 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $5,3990.00%17 -5-22.7% -$1,588 减仓
PSA PUBLIC STORAGE $5,4120.00%17 00.0% — 不变
FORM FORMFACTOR INC $5,4380.00%34 34— $5,438 新建仓
CRSP CRISPR THERAPEUTICS AG $5,4540.00%100 00.0% — 不变
HPQ HP INC $5,4850.00%250 00.0% — 不变
XE X-ENERGY INC $5,5080.00%300 300— $5,508 新建仓
REET ISHARES TR $5,5240.00%200 00.0% — 不变
— ELECTRONIC ARTS INC $5,5370.00%27 00.0% — 不变
DIOD DIODES INC $5,5820.00%51 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $5,5930.00%260 00.0% — 不变
AMLP ALPS ETF TR $5,6520.00%109 00.0% — 不变
IAU ISHARES GOLD TR $5,6640.00%75 00.0% — 不变
— WHITESTONE REIT $5,6880.00%300 00.0% — 不变
ARMK ARAMARK $5,6900.00%100 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $5,7440.00%50 00.0% — 不变
UDR UDR INC $5,7490.00%144 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $5,7710.00%217 217— $5,771 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $5,8010.00%15 00.0% — 不变
TER TERADYNE INC $5,8070.00%12 12— $5,807 新建仓
SBAC SBA COMMUNICATIONS CORP $5,8240.00%33 00.0% — 不变
DD DUPONT DE NEMOURS INC $5,8330.00%43 -87-66.9% -$1.18万 减仓
VGIT VANGUARD SCOTTSDALE FDS $5,8400.00%99 00.0% — 不变
DBEF DBX ETF TR $5,8460.00%107 00.0% — 不变
AXSM AXSOME THERAPEUTICS INC. $5,8750.00%24 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS $5,9200.00%77 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $5,9200.00%250 00.0% — 不变
BTSG BRIGHTSPRING HEALTH SVCS INC $5,9280.00%85 00.0% — 不变
IHI ISHARES TR $5,9300.00%120 00.0% — 不变
CL COLGATE PALMOLIVE CO $5,9600.00%65 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $5,9670.00%158 00.0% — 不变
GLTR ABRDN PRECIOUS METALS BASKET $5,9780.00%33 00.0% — 不变
NDSN NORDSON CORP $6,0340.00%20 00.0% — 不变
RJF RAYMOND JAMES FINL INC $6,0820.00%40 00.0% — 不变
XLI SELECT SECTOR SPDR TR $6,1130.00%33 00.0% — 不变
PJT PJT PARTNERS INC $6,1890.00%41 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $6,2340.00%56 00.0% — 不变
JOBY JOBY AVIATION INC $6,2440.00%700 00.0% — 不变
KNSL KINSALE CAP GROUP INC $6,2670.00%19 318.8% $990 加仓
— GRAYSCALE ETHEREUM STAKING E $6,3800.00%500 00.0% — 不变
EPAC ENERPAC TOOL GROUP CORP $6,3840.00%178 -5-2.7% -$179 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $6,4120.00%79 00.0% — 不变
QS QUANTUMSCAPE CORP $6,4260.00%850 00.0% — 不变
SON SONOCO PRODS CO $6,4810.00%115 00.0% — 不变
MAS MASCO CORP $6,5100.00%80 00.0% — 不变
SPSM SPDR SERIES TRUST $6,5170.00%113 00.0% — 不变
AGNC AGNC INVT CORP $6,5400.00%600 00.0% — 不变
PGR PROGRESSIVE CORP $6,5540.00%30 00.0% — 不变
INDA ISHARES TR $6,5690.00%133 00.0% — 不变
QTUM ETF SER SOLUTIONS $6,6160.00%40 00.0% — 不变
ULS UL SOLUTIONS INC $6,6210.00%65 00.0% — 不变
AVEX AEVEX CORP $6,6850.00%320 320— $6,685 新建仓
APPF APPFOLIO INC $6,7350.00%42 -1-2.3% -$160 减仓
BIO BIO RAD LABS INC $6,7540.00%23 00.0% — 不变
SPIB SPDR SERIES TRUST $6,7590.00%202 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $6,7990.00%140 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $6,8260.00%59 00.0% — 不变
BOX BOX INC $6,8740.00%259 00.0% — 不变
DXJ WISDOMTREE TR $6,9410.00%40 00.0% — 不变
LPG DORIAN LPG LTD $6,9560.00%200 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $7,0000.00%28 -1-3.4% -$250 减仓
SCHF SCHWAB STRATEGIC TR $7,0360.00%254 -36-12.4% -$997 减仓
APD AIR PRODUCTS AND CHEMICALS I $7,0370.00%24 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP $7,0370.00%46 00.0% — 不变
EIX EDISON INTL $7,0730.00%95 00.0% — 不变
TTC TORO CO $7,1120.00%73 00.0% — 不变
WRB BERKLEY W R CORP $7,1240.00%101 00.0% — 不变
APP APPLOVIN CORP $7,2140.00%14 11366.7% $5,668 重新持有
VMBS VANGUARD SCOTTSDALE FDS $7,2560.00%155 00.0% — 不变