WOLFF WIESE MAGANA LLC
CARSLBAD CA · SEC CIK 0001832097
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | $1.25万 | 0.01% | 249 | 3 | 1.2% | $151 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.26万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1.26万 | 0.01% | 103 | -5 | -4.6% | -$612 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1.26万 | 0.01% | 115 | 10 | 9.5% | $1,098 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.27万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $1.27万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.28万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.30万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $1.31万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1.31万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $1.31万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $1.32万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.32万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $1.34万 | 0.01% | 143 | -2 | -1.4% | -$187 | 减仓 |
| NE | NOBLE CORP PLC | $1.34万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $1.34万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.36万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.37万 | 0.01% | 100 | -5 | -4.8% | -$685 | 减仓 |
| EWY | ISHARES INC | $1.37万 | 0.01% | 68 | 68 | — | $1.37万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $1.38万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $1.38万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.38万 | 0.01% | 175 | 45 | 34.6% | $3,556 | 加仓 |
| SNPS | SYNOPSYS INC | $1.38万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $1.39万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $1.39万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $1.40万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.41万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $1.41万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $1.41万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.42万 | 0.01% | 177 | -1,048 | -85.6% | -$8.42万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.42万 | 0.01% | 87 | -5 | -5.4% | -$818 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $1.44万 | 0.01% | 210 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $1.45万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $1.45万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $1.46万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $1.48万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $1.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $1.50万 | 0.01% | 111 | -35 | -24.0% | -$4,714 | 减仓 |
| BBY | BEST BUY INC | $1.50万 | 0.01% | 198 | -55 | -21.7% | -$4,174 | 减仓 |
| MMM | 3M CO | $1.52万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| TRFM | ETF SER SOLUTIONS | $1.53万 | 0.01% | 242 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.53万 | 0.01% | 49 | 4 | 8.9% | $1,253 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1.54万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.56万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.56万 | 0.01% | 337 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $1.56万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $1.56万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1.59万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.59万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $1.59万 | 0.01% | 159 | 159 | — | $1.59万 | 新建仓 |
| SMLF | ISHARES TR | $1.60万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.61万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.62万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| EVH | EVOLENT HEALTH INC | $1.63万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.65万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1.66万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.66万 | 0.01% | 20 | -182 | -90.1% | -$15.10万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.66万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.66万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $1.68万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $1.69万 | 0.01% | 165 | 1 | 0.6% | $102 | 加仓 |
| FN | FABRINET | $1.69万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.69万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $1.70万 | 0.01% | 467 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.70万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $1.71万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.73万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.74万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $1.77万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.80万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.81万 | 0.01% | 363 | 168 | 86.2% | $8,370 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $1.82万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.82万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.83万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.83万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1.85万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.86万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $1.88万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.88万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $1.88万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.88万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.89万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.90万 | 0.01% | 85 | -14 | -14.1% | -$3,135 | 减仓 |
| CB | CHUBB LIMITED | $1.91万 | 0.01% | 56 | -4,473 | -98.8% | -$152.42万 | 减仓 |
| HYG | ISHARES TR | $1.91万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.92万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.92万 | 0.01% | 10,000 | 10,000 | — | $1.92万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.93万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1.94万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $1.94万 | 0.01% | 108 | -2 | -1.8% | -$359 | 减仓 |
| — | SIREN ETF TR | $1.97万 | 0.01% | 215 | 22 | 11.4% | $2,016 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.99万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $2.00万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $2.01万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $2.01万 | 0.01% | 132 | -121 | -47.8% | -$1.84万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2.01万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2.02万 | 0.01% | 415 | -350 | -45.8% | -$1.70万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $2.02万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $2.03万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |