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
CSX CSX CORP $7,2730.00%153 00.0% — 不变
FTSL FIRST TR EXCHANGE-TRADED FD $7,3720.00%165 31.9% $134 加仓
MAR MARRIOTT INTL INC NEW $7,4120.00%20 00.0% — 不变
VO VANGUARD INDEX FDS $7,4130.00%92 00.0% — 不变
ALH ALLIANCE LAUNDRY HLDGS INC $7,4530.00%281 00.0% — 不变
OLMA OLEMA PHARMACEUTICALS INC $7,5060.00%600 00.0% — 不变
SHY ISHARES TR $7,5140.00%92 00.0% — 不变
KKR KKR & CO INC $7,5260.00%82 00.0% — 不变
FTNT FORTINET INC $7,6810.00%50 00.0% — 不变
RBA RB GLOBAL INC $7,6860.00%66 00.0% — 不变
WTFC WINTRUST FINL CORP $7,7150.00%48 00.0% — 不变
ING ING GROEP N.V. $7,7510.00%247 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $7,7710.00%64 00.0% — 不变
PFF ISHARES TR $7,7750.00%255 00.0% — 不变
TFIN TRIUMPH FINANCIAL INC $7,8600.00%103 -2-1.9% -$153 减仓
EXP EAGLE MATLS INC $7,8750.00%35 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $7,9210.00%67 -173-72.1% -$2.05万 减仓
BTE BAYTEX ENERGY CORP $8,0000.00%2,000 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $8,0080.00%92 -32-25.8% -$2,785 减仓
BSV VANGUARD BD INDEX FDS $8,0250.00%103 00.0% — 不变
AVY AVERY DENNISON CORP $8,1180.00%50 00.0% — 不变
FITB FIFTH THIRD BANCORP $8,1180.00%144 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC $8,1200.00%610 -1,220-66.7% -$1.62万 减仓
AMDL GRANITESHARES ETF TR $8,2750.00%100 00.0% — 不变
NMAX NEWSMAX INC $8,2800.00%1,000 -1,100-52.4% -$9,108 减仓
FTEC FIDELITY COVINGTON TRUST $8,2820.00%29 00.0% — 不变
SMMV ISHARES TR $8,2880.00%180 00.0% — 不变
WGS GENEDX HOLDINGS CORP $8,3760.00%122 00.0% — 不变
STT STATE STR CORP $8,4800.00%50 00.0% — 不变
HLN HALEON PLC $8,5470.00%916 00.0% — 不变
— AVALONBAY CMNTYS INC $8,6800.00%46 00.0% — 不变
EVRG EVERGY INC $8,7300.00%101 101— $8,730 新建仓
SMCI SUPER MICRO COMPUTER INC $8,7990.00%300 3513.2% $1,027 加仓
GOOD GLADSTONE COMMERCIAL CORP $8,8810.00%722 00.0% — 不变
NRG NRG ENERGY INC $8,9100.00%61 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $8,9360.00%103 -1-1.0% -$87 减仓
HEFA ISHARES TR $9,0100.00%192 00.0% — 不变
QBTS D-WAVE QUANTUM INC $9,0450.00%377 377— $9,045 新建仓
GME GAMESTOP CORP $9,0530.00%410 00.0% — 不变
XLE SELECT SECTOR SPDR TR $9,0700.00%171 -3-1.7% -$159 减仓
TD TORONTO DOMINION BK ONT $9,1080.00%75 00.0% — 不变
MIDD MIDDLEBY CORP $9,1170.00%53 00.0% — 不变
HEZU ISHARES TR $9,1280.00%182 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $9,1670.00%67 -30-30.9% -$4,105 减仓
COIN COINBASE GLOBAL INC $9,2100.00%63 00.0% — 不变
DHI D R HORTON INC $9,2850.00%57 00.0% — 不变
GM GENERAL MTRS CO $9,3130.00%121 00.0% — 不变
— NUVEEN CALIFORNIA MUNI VLU F $9,3300.00%1,000 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $9,4600.00%735 00.0% — 不变
IDXX IDEXX LABS INC $9,4760.00%18 00.0% — 不变
Q QNITY ELECTRONICS INC $9,6450.00%59 00.0% — 不变
TMFC RBB FD INC $9,6730.00%127 127— $9,673 新建仓
VB VANGUARD INDEX FDS $9,7000.00%32 00.0% — 不变
MAIN MAIN STR CAP CORP $9,7020.00%187 00.0% — 不变
BFS SAUL CTRS INC $9,7590.00%261 00.0% — 不变
ASTS AST SPACEMOBILE INC $9,7750.00%110 -26-19.1% -$2,310 减仓
HALO HALOZYME THERAPEUTICS INC $9,7840.00%125 00.0% — 不变
LIT GLOBAL X FDS $9,7850.00%125 00.0% — 不变
ADBE ADOBE INC $9,8410.00%48 -8-14.3% -$1,640 减仓
AZN ASTRAZENECA PLC $9,8610.00%52 00.0% — 不变
NXT NEXTPOWER INC $9,8890.00%83 -50-37.6% -$5,957 减仓
FNDE SCHWAB STRATEGIC TR $9,9520.00%251 10.4% $40 加仓
TMO THERMO FISHER SCIENTIFIC INC $1.00万0.00%20 00.0% — 不变
GFS GLOBALFOUNDRIES INC $1.01万0.00%122 122— $1.01万 新建仓
HLI HOULIHAN LOKEY INC $1.01万0.00%75 00.0% — 不变
USHY ISHARES TR $1.01万0.00%272 00.0% — 不变
RKLB ROCKET LAB CORP $1.02万0.00%100 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $1.02万0.00%916 00.0% — 不变
EMGF ISHARES INC $1.03万0.00%140 00.0% — 不变
BDX BECTON DICKINSON & CO $1.03万0.00%68 00.0% — 不变
CRUS CIRRUS LOGIC INC $1.04万0.00%70 00.0% — 不变
LPLA LPL FINL HLDGS INC $1.04万0.00%37 00.0% — 不变
EQIX EQUINIX INC $1.04万0.00%10 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $1.05万0.00%193 00.0% — 不变
— EATON VANCE CALIF MUN INCOM $1.05万0.00%1,000 00.0% — 不变
MFC MANULIFE FINL CORP $1.05万0.00%260 00.0% — 不变
DAL DELTA AIR LINES INC $1.06万0.00%113 1818.9% $1,686 加仓
HXL HEXCEL CORP NEW $1.07万0.00%107 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $1.08万0.00%147 00.0% — 不变
WDC WESTERN DIGITAL CORP $1.09万0.00%17 213.3% $1,278 加仓
DRI DARDEN RESTAURANTS INC $1.09万0.01%53 00.0% — 不变
TJX TJX COS INC NEW $1.09万0.01%72 710.8% $1,060 加仓
COWZ PACER FDS TR $1.09万0.01%176 00.0% — 不变
USXF ISHARES TR $1.11万0.01%160 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $1.11万0.01%500 00.0% — 不变
BWA BORGWARNER INC $1.12万0.01%168 00.0% — 不变
NOBL PROSHARES TR $1.12万0.01%200 00.0% — 不变
ED CONSOLIDATED EDISON INC $1.13万0.01%102 00.0% — 不变
AAON AAON INC $1.14万0.01%90 -1-1.1% -$127 减仓
ZWS ZURN ELKAY WATER SOLNS CORP $1.14万0.01%226 00.0% — 不变
CHDN CHURCHILL DOWNS INC $1.17万0.01%130 00.0% — 不变
SNA SNAP ON INC $1.17万0.01%29 00.0% — 不变
— NEXTERA ENERGY INC $1.17万0.01%220 00.0% — 不变
ARW ARROW ELECTRS INC $1.17万0.01%55 00.0% — 不变
IQLT ISHARES TR $1.19万0.01%240 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $1.20万0.01%1,225 1,225— $1.20万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $1.21万0.01%355 -380-51.7% -$1.29万 减仓
PTLC PACER FDS TR $1.22万0.01%209 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $1.22万0.01%134 00.0% — 不变
URA GLOBAL X FDS $1.23万0.01%282 00.0% — 不变