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
HIG HARTFORD INSURANCE GROUP INC $6770.00%5 00.0% — 不变
TDC TERADATA CORP DEL $6670.00%26 00.0% — 不变
CPRT COPART INC $6640.00%20 -30-60.0% -$996 减仓
— HUYA INC $6600.00%200 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $6550.00%35 00.0% — 不变
BRO BROWN & BROWN INC $6530.00%10 00.0% — 不变
DFEV DIMENSIONAL ETF TRUST $6090.00%17 17— $609 新建仓
PAYC PAYCOM SOFTWARE INC $6080.00%5 00.0% — 不变
DG DOLLAR GEN CORP $5940.00%5 00.0% — 不变
FLCB FRANKLIN TEMPLETON ETF TR $5810.00%27 27— $581 新建仓
TTD THE TRADE DESK INC $5680.00%25 25— $568 新建仓
LMND LEMONADE INC $5650.00%9 00.0% — 不变
GEN GEN DIGITAL INC $5650.00%30 30— $565 新建仓
AES AES CORP $5640.00%40 00.0% — 不变
— AEON BIOPHARMA INC $5590.00%567 00.0% — 不变
XRNPX COHEN & STEERS REIT & PFD & $5540.00%28 00.0% — 不变
— WARNER BROS DISCOVERY INC $5500.00%20 00.0% — 不变
M MACYS INC $5450.00%30 00.0% — 不变
MSCI MSCI INC $5400.00%1 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $5190.00%112 00.0% — 不变
IRM IRON MTN INC DEL $5110.00%5 00.0% — 不变
MHK MOHAWK INDS INC $4930.00%5 00.0% — 不变
PRU PRUDENTIAL FINL INC $4890.00%5 00.0% — 不变
ADSK AUTODESK INC $4790.00%2 -5-71.4% -$1,198 减仓
VTRS VIATRIS INC $4740.00%35 00.0% — 不变
INCY INCYTE CORP $4710.00%5 00.0% — 不变
FAST FASTENAL CO $4640.00%10 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $4580.00%15 -5-25.0% -$153 减仓
PINS PINTEREST INC $4410.00%24 00.0% — 不变
TXT TEXTRON INC $4380.00%5 00.0% — 不变
HBM HUDBAY MINERALS INC $4180.00%20 20— $418 新建仓
TM TOYOTA MOTOR CORP $4130.00%2 -28-93.3% -$5,782 重新持有
BLDR BUILDERS FIRSTSOURCE INC $4120.00%5 00.0% — 不变
LUV SOUTHWEST AIRLS CO $4050.00%11 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $4020.00%5 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $4000.00%12 00.0% — 不变
VSTS VESTIS CORPORATION $3930.00%50 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $3910.00%2 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $3880.00%4 00.0% — 不变
PBT PERMIAN BASIN RTY TR $3860.00%18 00.0% — 不变
— WILLAMETTE VALLEY VINEYARDS $3710.00%144 00.0% — 不变
SNAP SNAP INC $3590.00%78 00.0% — 不变
LNC LINCOLN NATL CORP IND $3550.00%10 00.0% — 不变
SHV ISHARES TR $3320.00%3 00.0% — 不变
OGN ORGANON & CO $3110.00%52 00.0% — 不变
— HUMACYTE INC $3040.00%500 00.0% — 不变
ELF E L F BEAUTY INC $3040.00%5 00.0% — 不变
HNST HONEST CO INC $2940.00%100 00.0% — 不变
CCL CARNIVAL CORP $2870.00%11 -117-91.4% -$3,053 减仓
NWL NEWELL BRANDS INC $2630.00%77 22.7% $7 加仓
CAKE CHEESECAKE FACTORY INC $2300.00%4 00.0% — 不变
GSK GSK PLC $2210.00%4 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2070.00%5 00.0% — 不变
MRP MILLROSE PPTYS INC $1960.00%7 00.0% — 不变
CAPR CAPRICOR THERAPEUTICS INC $1830.00%6 00.0% — 不变
BNTX BIONTECH SE $1780.00%2 00.0% — 不变
— WM TECHNOLOGY INC $1770.00%268 00.0% — 不变
VLTO VERALTO CORP $1770.00%2 00.0% — 不变
— GAMESTOP CORP NEW $1550.00%40 00.0% — 不变
— NOODLES & CO $1540.00%18 -127-87.6% -$1,087 减仓
ISTB ISHARES TR $1460.00%3 00.0% — 不变
KD KYNDRYL HLDGS INC $1320.00%10 00.0% — 不变
— RYVYL INC $1010.00%20 20— $101 新建仓
— ESS TECH INC $780.00%66 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS IN $670.00%4 00.0% — 不变
RMR RMR GROUP INC $620.00%4 00.0% — 不变
MAT MATTEL INC $590.00%4 00.0% — 不变
GRAL GRAIL INC $520.00%1 00.0% — 不变
DBX DROPBOX INC $460.00%2 00.0% — 不变
— ORION PROPERTIES INC $450.00%21 15.0% $2 加仓
JACK JACK IN THE BOX INC $430.00%4 00.0% — 不变
JAKK JAKKS PAC INC $410.00%2 2— $41 新建仓
— CASTOR MARITIME INC $370.00%20 00.0% — 不变
— PCM FD INC $250.00%4 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $200.00%33 00.0% — 不变
WEN WENDYS CO $150.00%2 2— $15 新建仓
— OPENDOOR TECHNOLOGIES INC $90.00%33 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $80.00%33 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC $30.00%1 00.0% — 不变
— MICROBOT MED INC $30.00%1 00.0% — 不变
— CANOPY GROWTH CORPORATION $20.00%2 00.0% — 不变
— ALT5 SIGMA CORP $20.00%1 00.0% — 不变
— AMERICAN BITCOIN CORP. $10.00%1 00.0% — 不变
AXON AXON ENTERPRISE INC $00.00%0 -1,022-100.0% -$58.04万 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -1,624-100.0% -$42.03万 清仓
FAPR FIRST TR EXCHNG TRADED FD VI $00.00%0 -3,215-100.0% -$14.28万 清仓
ODD ODDITY TECH LTD $00.00%0 -2,941-100.0% -$11.82万 清仓
CIEN CIENA CORP $00.00%0 —— — 申报中断
EWP ISHARES INC $00.00%0 -811-100.0% -$4.37万 清仓
— XTI AEROSPACE INC $00.00%0 -32,800-100.0% -$4.07万 清仓
TTMI TTM TECHNOLOGIES INC $00.00%0 -500-100.0% -$3.45万 清仓
DT DYNATRACE INC $00.00%0 -446-100.0% -$1.93万 清仓
S SENTINELONE INC $00.00%0 -1,000-100.0% -$1.50万 清仓
— CIDARA THERAPEUTICS INC $00.00%0 -58-100.0% -$1.28万 清仓
FISV FISERV INC $00.00%0 —— — 申报中断
CPNG COUPANG INC $00.00%0 -517-100.0% -$1.22万 清仓
AZN ASTRAZENECA PLC $00.00%0 -53-100.0% -$9,745 清仓
FXY INVESCO CURRENCYSHARES JAPAN $00.00%0 -162-100.0% -$9,505 清仓
PATH UIPATH INC $00.00%0 -500-100.0% -$8,195 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -16-100.0% -$7,123 清仓