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 |
|---|---|---|---|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | $4.19万 | 0.02% | 792 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $4.22万 | 0.02% | 91 | 50 | 122.0% | $2.32万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $4.30万 | 0.02% | 284 | 284 | — | $4.30万 | 新建仓 |
| CSR | CENTERSPACE | $4.30万 | 0.02% | 748 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4.31万 | 0.02% | 332 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $4.34万 | 0.02% | 8,603 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.35万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4.36万 | 0.02% | 452 | -3 | -0.7% | -$289 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4.38万 | 0.02% | 5,000 | 5,000 | — | $4.38万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $4.48万 | 0.02% | 455 | -34 | -7.0% | -$3,345 | 减仓 |
| NKE | NIKE INC | $4.65万 | 0.03% | 880 | -1,819 | -67.4% | -$9.61万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.66万 | 0.03% | 101 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $4.67万 | 0.03% | 822 | 602 | 273.6% | $3.42万 | 加仓 |
| CVS | CVS HEALTH CORP | $4.68万 | 0.03% | 651 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4.72万 | 0.03% | 1,134 | 891 | 366.7% | $3.71万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $4.78万 | 0.03% | 2,206 | 720 | 48.5% | $1.56万 | 加仓 |
| OGE | OGE ENERGY CORP | $4.91万 | 0.03% | 1,023 | 10 | 1.0% | $480 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.95万 | 0.03% | 378 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4.97万 | 0.03% | 765 | -150 | -16.4% | -$9,750 | 减仓 |
| NET | CLOUDFLARE INC | $5.06万 | 0.03% | 245 | 200 | 444.4% | $4.13万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5.08万 | 0.03% | 84 | 5 | 6.3% | $3,022 | 加仓 |
| AROC | ARCHROCK INC | $5.11万 | 0.03% | 1,467 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $5.11万 | 0.03% | 608 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.12万 | 0.03% | 370 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $5.13万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $5.13万 | 0.03% | 2,438 | 1,438 | 143.8% | $3.02万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $5.19万 | 0.03% | 178 | -34 | -16.0% | -$9,917 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $5.29万 | 0.03% | 3,090 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $5.31万 | 0.03% | 2,000 | 2,000 | — | $5.31万 | 新建仓 |
| PODD | INSULET CORP | $5.31万 | 0.03% | 253 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.34万 | 0.03% | 961 | 701 | 269.6% | $3.89万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $5.42万 | 0.03% | 2,915 | 1,565 | 115.9% | $2.91万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $5.52万 | 0.03% | 1,839 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $5.65万 | 0.03% | 431 | -30 | -6.5% | -$3,931 | 减仓 |
| WPC | WP CAREY INC | $5.68万 | 0.03% | 836 | 187 | 28.8% | $1.27万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5.83万 | 0.03% | 854 | 139 | 19.4% | $9,487 | 加仓 |
| IJJ | ISHARES TR | $5.83万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $5.92万 | 0.03% | 1,007 | 39 | 4.0% | $2,292 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.09万 | 0.03% | 127 | 8 | 6.7% | $3,834 | 加仓 |
| GLW | CORNING INC | $6.12万 | 0.03% | 450 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $6.14万 | 0.03% | 843 | 400 | 90.3% | $2.91万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $6.16万 | 0.03% | 550 | 250 | 83.3% | $2.80万 | 加仓 |
| BX | BLACKSTONE INC | $6.22万 | 0.03% | 541 | 90 | 20.0% | $1.03万 | 加仓 |
| EMB | ISHARES TR | $6.24万 | 0.03% | 664 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $6.37万 | 0.04% | 178 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $6.40万 | 0.04% | 3,711 | -494 | -11.7% | -$8,518 | 减仓 |
| COP | CONOCOPHILLIPS | $6.44万 | 0.04% | 488 | -319 | -39.5% | -$4.21万 | 减仓 |
| ASML | ASML HLDG NV | $6.47万 | 0.04% | 49 | 33 | 206.2% | $4.36万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $6.67万 | 0.04% | 3,650 | 820 | 29.0% | $1.50万 | 加仓 |
| IWP | ISHARES TR | $6.78万 | 0.04% | 529 | -29 | -5.2% | -$3,716 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.12万 | 0.04% | 1,111 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $7.14万 | 0.04% | 1,122 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $7.19万 | 0.04% | 320 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $7.50万 | 0.04% | 3,885 | -50 | -1.3% | -$965 | 减仓 |
| ITA | ISHARES TR | $7.59万 | 0.04% | 347 | 190 | 121.0% | $4.16万 | 加仓 |
| WTAI | WISDOMTREE TR | $7.70万 | 0.04% | 2,727 | 339 | 14.2% | $9,570 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $7.79万 | 0.04% | 621 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $7.80万 | 0.04% | 991 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.80万 | 0.04% | 1,182 | 13 | 1.1% | $858 | 加仓 |
| SPAB | SPDR SERIES TRUST | $7.85万 | 0.04% | 3,063 | 24 | 0.8% | $615 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $7.94万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $7.95万 | 0.04% | 3,000 | 2,000 | 200.0% | $5.30万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $8.14万 | 0.04% | 301 | 6 | 2.0% | $1,624 | 加仓 |
| PFE | PFIZER INC | $8.36万 | 0.05% | 2,976 | 14 | 0.5% | $393 | 加仓 |
| LNG | CHENIERE ENERGY INC | $8.51万 | 0.05% | 300 | 300 | — | $8.51万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $8.82万 | 0.05% | 1,757 | 125 | 7.7% | $6,274 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $8.96万 | 0.05% | 2,274 | 226 | 11.0% | $8,910 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.06万 | 0.05% | 268 | 21 | 8.5% | $7,097 | 加仓 |
| ATI | ATI INC | $9.16万 | 0.05% | 630 | 600 | 2,000.0% | $8.73万 | 加仓 |
| T | AT&T INC | $9.25万 | 0.05% | 3,189 | 325 | 11.3% | $9,422 | 加仓 |
| O | REALTY INCOME CORP | $9.61万 | 0.05% | 1,571 | 297 | 23.3% | $1.82万 | 加仓 |
| XEL | XCEL ENERGY INC | $9.73万 | 0.05% | 1,225 | 3 | 0.2% | $238 | 加仓 |
| IBB | ISHARES TR | $9.79万 | 0.05% | 580 | -252 | -30.3% | -$4.26万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $9.92万 | 0.05% | 4,248 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $9.96万 | 0.05% | 408 | 28 | 7.4% | $6,837 | 加仓 |
| DXCM | DEXCOM INC | $10.05万 | 0.06% | 1,600 | -1 | -0.1% | -$63 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $10.20万 | 0.06% | 3,270 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $10.23万 | 0.06% | 286 | 21 | 7.9% | $7,511 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $10.31万 | 0.06% | 594 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $10.32万 | 0.06% | 605 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $10.38万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $10.38万 | 0.06% | 3,564 | -2 | -0.1% | -$58 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $10.38万 | 0.06% | 541 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $10.41万 | 0.06% | 935 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $10.48万 | 0.06% | 6,600 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $10.82万 | 0.06% | 199 | 199 | — | $10.82万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $10.95万 | 0.06% | 831 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $11.28万 | 0.06% | 2,650 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $11.34万 | 0.06% | 2,997 | 2 | 0.1% | $76 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $11.60万 | 0.06% | 170 | 2 | 1.2% | $1,364 | 加仓 |
| OKLO | OKLO INC | $11.71万 | 0.06% | 2,361 | 93 | 4.1% | $4,612 | 加仓 |
| VOTE | TCW ETF TRUST | $11.83万 | 0.07% | 1,551 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $12.25万 | 0.07% | 970 | 53 | 5.8% | $6,693 | 加仓 |
| DASH | DOORDASH INC | $12.30万 | 0.07% | 819 | -954 | -53.8% | -$14.32万 | 减仓 |
| DGRW | WISDOMTREE TR | $12.39万 | 0.07% | 1,411 | 20 | 1.4% | $1,757 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $12.44万 | 0.07% | 2,448 | 18 | 0.7% | $915 | 加仓 |
| VUG | VANGUARD INDEX FDS | $12.45万 | 0.07% | 285 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $12.46万 | 0.07% | 583 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $12.50万 | 0.07% | 512 | -50 | -8.9% | -$1.22万 | 减仓 |
| SCZ | ISHARES TR | $12.79万 | 0.07% | 1,631 | 2 | 0.1% | $157 | 加仓 |