13F 机构持仓

WOLFF WIESE MAGANA LLC

CARSLBAD CA · SEC CIK 0001832097

2026Q22026Q1 更早 9 个季度 🔒
$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
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

NVDA 3.8%
IJR 2.7%
MSFT 2.6%
AVGO 2.3%
AAPL 2.3%
ABBV 2.3%
V 2.2%
AMGN 2.2%
VNQ 2.1%
JPM 2.0%

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
MOD MODINE MFG CO $1.21万0.01%56 00.0% — 不变
SNPS SYNOPSYS INC $1.23万0.01%31 -24-43.6% -$9,516 减仓
VTIP VANGUARD MALVERN FDS $1.23万0.01%246 00.0% — 不变
— NEXTERA ENERGY INC $1.23万0.01%220 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $1.24万0.01%75 00.0% — 不变
FAF FIRST AMERN FINL CORP $1.27万0.01%210 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $1.27万0.01%260 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $1.27万0.01%153 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $1.27万0.01%97 3044.8% $3,932 加仓
WFC WELLS FARGO & CO $1.27万0.01%160 00.0% — 不变
VMC VULCAN MATLS CO $1.28万0.01%47 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $1.28万0.01%105 00.0% — 不变
SLB SLB LIMITED $1.28万0.01%250 00.0% — 不变
PFXF VANECK ETF TRUST $1.29万0.01%735 00.0% — 不变
SMH VANECK ETF TRUST $1.30万0.01%34 00.0% — 不变
XLY SELECT SECTOR SPDR TR $1.31万0.01%120 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $1.34万0.01%213 10088.5% $6,273 加仓
IWO ISHARES TR $1.35万0.01%43 00.0% — 不变
IVE ISHARES TR $1.35万0.01%64 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $1.35万0.01%180 10.6% $75 加仓
SMLF ISHARES TR $1.36万0.01%180 00.0% — 不变
ADBE ADOBE INC $1.36万0.01%56 -86-60.6% -$2.09万 减仓
IWN ISHARES TR $1.37万0.01%72 00.0% — 不变
MMM 3M CO $1.37万0.01%94 00.0% — 不变
TMUS T-MOBILE US INC $1.37万0.01%65 00.0% — 不变
URA GLOBAL X FDS $1.37万0.01%282 00.0% — 不变
PSTL POSTAL REALTY TRUST INC $1.37万0.01%738 738— $1.37万 新建仓
DGX QUEST DIAGNOSTICS INC $1.37万0.01%70 00.0% — 不变
PHIN PHINIA INC $1.38万0.01%201 00.0% — 不变
MINT PIMCO ETF TR $1.38万0.01%137 3737.0% $3,721 加仓
ROBO EXCHANGE TRADED CONCEPTS TRU $1.38万0.01%202 00.0% — 不变
ECL ECOLAB INC $1.38万0.01%52 00.0% — 不变
NTAP NETAPP INC $1.40万0.01%137 00.0% — 不变
WDAY WORKDAY INC $1.40万0.01%108 00.0% — 不变
BXP BXP INC $1.41万0.01%271 -10-3.6% -$519 减仓
SPG SIMON PPTY GROUP INC NEW $1.42万0.01%76 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.42万0.01%97 00.0% — 不变
CDP COPT DEFENSE PROPERTIES $1.43万0.01%467 00.0% — 不变
EXPE EXPEDIA GROUP INC $1.43万0.01%62 00.0% — 不变
PLD PROLOGIS INC. $1.44万0.01%109 4058.0% $5,287 加仓
FNDF SCHWAB STRATEGIC TR $1.44万0.01%295 00.0% — 不变
XYZ BLOCK INC $1.44万0.01%240 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP $1.46万0.01%224 4827.3% $3,119 加仓
OEF ISHARES TR $1.46万0.01%46 46— $1.46万 新建仓
MTB M & T BK CORP $1.47万0.01%71 00.0% — 不变
UL UNILEVER PLC $1.48万0.01%259 00.0% — 不变
— SIREN ETF TR $1.48万0.01%193 52.7% $384 加仓
RWL INVESCO EXCH TRADED FD TR II $1.49万0.01%130 00.0% — 不变
BSM BLACK STONE MINERALS L P $1.51万0.01%1,000 00.0% — 不变
USAR USA RARE EARTH INC $1.51万0.01%1,000 1,000— $1.51万 新建仓
XLK SELECT SECTOR SPDR TR $1.52万0.01%114 00.0% — 不变
EOG EOG RES INC $1.52万0.01%105 00.0% — 不变
PH PARKER-HANNIFIN CORP $1.52万0.01%17 00.0% — 不变
EWC ISHARES INC $1.53万0.01%279 279— $1.53万 新建仓
GFF GRIFFON CORP $1.54万0.01%212 00.0% — 不变
FTC FIRST TR EXCHANGE-TRADED ALP $1.54万0.01%100 100— $1.54万 新建仓
C CITIGROUP INC $1.55万0.01%137 00.0% — 不变
IUSB ISHARES TR $1.56万0.01%337 -21-5.9% -$970 减仓
FN FABRINET $1.56万0.01%30 00.0% — 不变
NEM NEWMONT CORP $1.57万0.01%145 -299-67.3% -$3.23万 减仓
XLU SELECT SECTOR SPDR TR $1.57万0.01%343 4314.3% $1,973 加仓
DVN DEVON ENERGY CORP NEW $1.58万0.01%314 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $1.58万0.01%76 00.0% — 不变
AMT AMERICAN TOWER CORP $1.59万0.01%92 1012.2% $1,726 加仓
FXL FIRST TR EXCHANGE-TRADED FD $1.59万0.01%100 100— $1.59万 新建仓
FCG FIRST TR EXCHANGE-TRADED FD $1.59万0.01%502 502— $1.59万 新建仓
SYM SYMBOTIC INC $1.60万0.01%300 00.0% — 不变
FDX FEDEX CORP $1.60万0.01%45 00.0% — 不变
NXT NEXTPOWER INC $1.60万0.01%133 00.0% — 不变
HAL HALLIBURTON CO $1.62万0.01%415 00.0% — 不变
BBY BEST BUY INC $1.62万0.01%253 -224-47.0% -$1.44万 减仓
PAAS PAN AMERN SILVER CORP $1.64万0.01%300 00.0% — 不变
MDLZ MONDELEZ INTL INC $1.65万0.01%286 00.0% — 不变
LDUR PIMCO ETF TR $1.69万0.01%176 176— $1.69万 新建仓
CGW INVESCO EXCH TRADED FD TR II $1.69万0.01%265 10969.9% $6,970 加仓
STIP ISHARES TR $1.70万0.01%164 164— $1.70万 新建仓
CBT CABOT CORP $1.70万0.01%226 00.0% — 不变
SLI STANDARD LITHIUM LTD $1.71万0.01%5,000 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $1.71万0.01%105 55.0% $812 加仓
RITM RITHM CAPITAL CORP $1.72万0.01%1,816 -1-0.1% -$9 减仓
NAC NUVEEN CA DIVI ADV MUN $1.75万0.01%1,500 1,500— $1.75万 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $1.76万0.01%75 75— $1.76万 新建仓
VV VANGUARD INDEX FDS $1.76万0.01%59 00.0% — 不变
NE NOBLE CORP PLC $1.77万0.01%360 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $1.78万0.01%63 00.0% — 不变
— NUVEEN CALIF AMT FREE MUNI I $1.78万0.01%1,500 1,500— $1.78万 新建仓
MOG/A MOOG INC $1.79万0.01%61 00.0% — 不变
DE DEERE & CO $1.80万0.01%32 1368.4% $7,323 加仓
CLS CELESTICA INC $1.80万0.01%64 -2-3.0% -$563 减仓
UPBD UPBOUND GROUP INC $1.80万0.01%1,000 00.0% — 不变
UCON FIRST TR EXCHNG TRADED FD VI $1.82万0.01%735 735— $1.82万 新建仓
NI NISOURCE INC $1.84万0.01%395 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $1.85万0.01%425 42442,400.0% $1.85万 加仓
BUFQ FIRST TR EXCHNG TRADED FD VI $1.86万0.01%527 00.0% — 不变
IGIB ISHARES TR $1.86万0.01%350 350— $1.86万 新建仓
TMC TMC THE METALS COMPANY INC $1.87万0.01%4,000 00.0% — 不变
MTDR MATADOR RES CO $1.90万0.01%300 -100-25.0% -$6,318 减仓
FLEX FLEXTRONICS INTL LTD $1.90万0.01%290 00.0% — 不变
HYG ISHARES TR $1.90万0.01%239 210724.1% $1.67万 加仓
CMCSA COMCAST CORP NEW $1.91万0.01%667 -14-2.1% -$402 减仓