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
DE DEERE & CO $2.03万0.01%32 00.0% — 不变
CBT CABOT CORP $2.05万0.01%226 00.0% — 不变
GFF GRIFFON CORP $2.07万0.01%212 00.0% — 不变
— ISHARES ETHEREUM TR $2.07万0.01%1,743 1549.7% $1,831 加仓
ALB ALBEMARLE CORP $2.12万0.01%157 00.0% — 不变
NTAP NETAPP INC $2.12万0.01%137 00.0% — 不变
UPBD UPBOUND GROUP INC $2.12万0.01%1,000 00.0% — 不变
LIN LINDE PLC $2.13万0.01%41 00.0% — 不变
DRS LEONARDO DRS INC $2.13万0.01%500 00.0% — 不变
GPCR STRUCTURE THERAPEUTICS INC $2.15万0.01%400 00.0% — 不变
USAR USA RARE EARTH INC $2.16万0.01%1,000 00.0% — 不变
XLK SELECT SECTOR SPDR TR $2.17万0.01%114 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $2.17万0.01%100 00.0% — 不变
FALN ISHARES TR $2.18万0.01%802 -615-43.4% -$1.67万 减仓
OHI OMEGA HEALTHCARE INVS INC $2.19万0.01%460 00.0% — 不变
VFC V F CORP $2.20万0.01%1,321 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $2.21万0.01%63 00.0% — 不变
GSHD GOOSEHEAD INS INC $2.24万0.01%461 -150-24.5% -$7,275 减仓
WEC WEC ENERGY GROUP INC $2.25万0.01%193 00.0% — 不变
TMUS T-MOBILE US INC $2.28万0.01%136 71109.2% $1.19万 加仓
VTEB VANGUARD MUN BD FDS $2.29万0.01%452 -255-36.1% -$1.29万 减仓
AMP AMERIPRISE FINL INC $2.29万0.01%50 00.0% — 不变
DELL DELL TECHNOLOGIES INC $2.33万0.01%54 00.0% — 不变
HR HEALTHCARE RLTY TR $2.34万0.01%1,161 00.0% — 不变
WELL WELLTOWER INC $2.38万0.01%105 00.0% — 不变
ENB ENBRIDGE INC $2.39万0.01%440 -75-14.6% -$4,066 减仓
VNOM VIPER ENERGY INC $2.39万0.01%563 00.0% — 不变
DTE DTE ENERGY CO $2.39万0.01%157 00.0% — 不变
MSIF MSC INCOME FUND INC $2.40万0.01%2,076 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING $2.43万0.01%1,615 -95-5.6% -$1,428 减仓
D DOMINION ENERGY INC $2.46万0.01%360 00.0% — 不变
— TWO HARBORS INVENTMENT CORPO $2.48万0.01%2,000 2,000— $2.48万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $2.48万0.01%82 00.0% — 不变
BETA BETA TECHNOLOGIES INC $2.50万0.01%1,493 00.0% — 不变
NOV NOV INC $2.50万0.01%1,350 1,350— $2.50万 新建仓
IBIT ISHARES BITCOIN TRUST ETF $2.54万0.01%764 -180-19.1% -$5,992 减仓
DON WISDOMTREE TR $2.54万0.01%450 00.0% — 不变
MOG/A MOOG INC $2.59万0.01%61 00.0% — 不变
LTBR LIGHTBRIDGE CORP $2.64万0.01%3,000 00.0% — 不变
UFPT UFP TECHNOLOGIES INC $2.65万0.01%100 00.0% — 不变
LMBS FIRST TR EXCHANGE-TRADED FD $2.69万0.01%540 00.0% — 不变
GSY INVESCO ACTIVELY MANAGED EXC $2.72万0.01%543 00.0% — 不变
— WEBSTER FINL CORP $2.76万0.01%361 00.0% — 不变
COF CAPITAL ONE FINL CORP $2.77万0.01%138 00.0% — 不变
FIX COMFORT SYS USA INC $2.77万0.01%14 675.0% $1.19万 加仓
GPIX GOLDMAN SACHS ETF TR $2.79万0.01%501 51.0% $278 加仓
P EVERPURE INC $2.79万0.01%354 00.0% — 不变
FPS FORGENT POWER SOLUTIONS INC $2.79万0.01%500 500— $2.79万 新建仓
UUUU ENERGY FUELS INC $2.90万0.01%2,000 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $2.90万0.01%2,603 00.0% — 不变
RSG REPUBLIC SVCS INC $2.98万0.01%140 00.0% — 不变
STAG STAG INDUSTRIAL INC $3.00万0.01%787 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $3.00万0.01%122 4660.5% $1.13万 加仓
KMI KINDER MORGAN INC DEL $3.01万0.01%941 -200-17.5% -$6,394 减仓
C CITIGROUP INC $3.03万0.01%217 8058.4% $1.12万 加仓
MIR MIRION TECHNOLOGIES INC $3.04万0.01%1,695 -1,220-41.9% -$2.19万 减仓
APO APOLLO GLOBAL MGMT INC $3.10万0.01%262 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $3.11万0.01%197 132203.1% $2.08万 加仓
IJT ISHARES TR $3.11万0.01%174 00.0% — 不变
AOM ISHARES TR $3.17万0.01%635 30.5% $150 加仓
LRGF ISHARES TR $3.18万0.01%420 00.0% — 不变
CBRS CEREBRAS SYSTEMS INC $3.23万0.01%146 146— $3.23万 新建仓
BSJR INVESCO EXCH TRD SLF IDX FD $3.23万0.01%1,445 00.0% — 不变
AHRT AH RLTY TR INC $3.27万0.02%4,615 771.7% $545 加仓
VCSH VANGUARD SCOTTSDALE FDS $3.27万0.02%414 00.0% — 不变
MUC BLACKROCK MUNIHLDNGS CALI $3.27万0.02%2,975 00.0% — 不变
CMI CUMMINS INC $3.28万0.02%46 -2-4.2% -$1,426 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $3.29万0.02%723 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $3.36万0.02%158 00.0% — 不变
SKYY FIRST TR EXCHANGE-TRADED FD $3.36万0.02%250 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $3.38万0.02%125 00.0% — 不变
VST VISTRA CORP $3.46万0.02%218 160275.9% $2.54万 加仓
VLO VALERO ENERGY CORP $3.46万0.02%133 91216.7% $2.37万 加仓
CSQ CALAMOS STRATEGIC TOTAL RETU $3.47万0.02%1,690 -1,400-45.3% -$2.88万 减仓
FCFS FIRSTCASH HOLDINGS INC $3.48万0.02%161 00.0% — 不变
CIEN CIENA CORP $3.48万0.02%71 -129-64.5% -$6.33万 重新持有
NKE NIKE INC $3.55万0.02%865 -15-1.7% -$616 减仓
KEY KEYCORP $3.55万0.02%1,542 00.0% — 不变
CF CF INDUSTRIES HOLD $3.59万0.02%332 00.0% — 不变
SYM SYMBOTIC INC $3.60万0.02%800 500166.7% $2.25万 加仓
PSX PHILLIPS 66 $3.62万0.02%214 00.0% — 不变
SPYG SPDR SERIES TRUST $3.65万0.02%307 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $3.67万0.02%55 00.0% — 不变
COHR COHERENT CORP $3.67万0.02%93 68272.0% $2.68万 加仓
B BARRICK MNG CORP $3.67万0.02%1,000 00.0% — 不变
QUAL ISHARES TR $3.69万0.02%168 00.0% — 不变
— PROSHARES TR $3.71万0.02%500 500— $3.71万 新建仓
ARCC ARES CAPITAL CORP $3.71万0.02%2,004 502.6% $927 加仓
GATX GATX CORP $3.76万0.02%212 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $3.77万0.02%655 10.2% $58 加仓
ISRG INTUITIVE SURGICAL INC $3.86万0.02%97 -4-4.0% -$1,591 减仓
GCOW PACER FDS TR $3.91万0.02%903 24036.2% $1.04万 加仓
ITA ISHARES TR $3.98万0.02%164 -183-52.7% -$4.44万 减仓
MET METLIFE INC $4.01万0.02%474 00.0% — 不变
LOW LOWES COS INC $4.06万0.02%184 00.0% — 不变
GSAT GLOBALSTAR INC $4.06万0.02%500 00.0% — 不变
PLD PROLOGIS INC. $4.07万0.02%300 191175.2% $2.59万 加仓
IWR ISHARES TR $4.07万0.02%369 -30-7.5% -$3,313 减仓
ON ON SEMICONDUCTOR CORP $4.09万0.02%433 340365.6% $3.21万 加仓
MPWR MONOLITHIC PWR SYS INC $4.15万0.02%30 00.0% — 不变