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 |
|---|---|---|---|---|---|---|---|---|
| EVH | EVOLENT HEALTH INC | $6,840 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $6,840 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $6,953 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,972 | 0.00% | 24 | -800 | -97.1% | -$23.24万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $6,999 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $7,027 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $7,088 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7,178 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $7,218 | 0.00% | 33 | 33 | — | $7,218 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $7,267 | 0.00% | 162 | 162 | — | $7,267 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $7,278 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $7,429 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $7,515 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $7,531 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $7,556 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $7,575 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $7,585 | 0.00% | 82 | 10 | 13.9% | $925 | 加仓 |
| NIO | NIO INC | $7,610 | 0.00% | 1,262 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $7,732 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $7,822 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $7,835 | 0.00% | 122 | 122 | — | $7,835 | 新建仓 |
| SMMV | ISHARES TR | $7,852 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $7,888 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| HEZU | ISHARES TR | $7,954 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $8,077 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $8,079 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $8,160 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $8,240 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $8,253 | 0.00% | 722 | -1 | -0.1% | -$11 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $8,278 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8,317 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $8,382 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $8,461 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $8,504 | 0.00% | 261 | 1 | 0.4% | $33 | 加仓 |
| RMBS | RAMBUS INC DEL | $8,517 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $8,535 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $8,556 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $8,634 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $8,658 | 0.00% | 134 | 10 | 8.1% | $646 | 加仓 |
| POWL | POWELL INDS INC | $8,658 | 0.00% | 16 | 10 | 166.7% | $5,411 | 加仓 |
| HXL | HEXCEL CORP NEW | $8,660 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $8,720 | 0.00% | 58 | -28 | -32.6% | -$4,210 | 减仓 |
| VMI | VALMONT INDS INC | $8,791 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $8,832 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $8,864 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $8,915 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP | $8,940 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $8,946 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $8,955 | 0.00% | 260 | -700 | -72.9% | -$2.41万 | 减仓 |
| TFC | TRUIST FINL CORP | $8,965 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $8,997 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $9,116 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $9,170 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $9,294 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $9,380 | 0.01% | 1,000 | 1,000 | — | $9,380 | 新建仓 |
| GME | GAMESTOP CORP | $9,447 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $9,582 | 0.01% | 250 | 75 | 42.9% | $2,875 | 加仓 |
| COKE | COCA COLA CONS INC | $9,587 | 0.01% | 50 | 50 | — | $9,587 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $9,596 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $9,693 | 0.01% | 65 | 34 | 109.7% | $5,070 | 加仓 |
| EQIX | EQUINIX INC | $9,803 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,831 | 0.01% | 20 | -8 | -28.6% | -$3,932 | 减仓 |
| MAIN | MAIN STR CAP CORP | $9,904 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $9,907 | 0.01% | 50 | 50 | — | $9,907 | 新建仓 |
| USHY | ISHARES TR | $1.00万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $1.01万 | 0.01% | 1,000 | 1,000 | — | $1.01万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1.01万 | 0.01% | 18 | -5 | -21.7% | -$2,810 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $1.01万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $1.01万 | 0.01% | 105 | 30 | 40.0% | $2,894 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1.01万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.03万 | 0.01% | 52 | 52 | — | $1.03万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $1.03万 | 0.01% | 53 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1.04万 | 0.01% | 42 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1.04万 | 0.01% | 65 | 7 | 12.1% | $1,118 | 加仓 |
| SGDM | SPROTT ETF TRUST | $1.05万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.05万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $1.06万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $1.07万 | 0.01% | 174 | 162 | 1,350.0% | $9,934 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1.07万 | 0.01% | 68 | -5 | -6.8% | -$786 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $1.08万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.08万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $1.10万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $1.10万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.10万 | 0.01% | 63 | 8 | 14.5% | $1,397 | 加仓 |
| COWZ | PACER FDS TR | $1.10万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $1.10万 | 0.01% | 8 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1.11万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1.11万 | 0.01% | 37 | -5 | -11.9% | -$1,504 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $1.12万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.12万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| TRFM | ETF SER SOLUTIONS | $1.12万 | 0.01% | 242 | 242 | — | $1.12万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $1.13万 | 0.01% | 136 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.13万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $1.15万 | 0.01% | 916 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.15万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $1.15万 | 0.01% | 102 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $1.17万 | 0.01% | 130 | -129 | -49.8% | -$1.16万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.17万 | 0.01% | 327 | 120 | 58.0% | $4,300 | 加仓 |
| EEMV | ISHARES INC | $1.20万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $1.21万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |