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
ETR ENTERGY CORP NEW $1,1490.00%10 00.0% — 不变
STLD STEEL DYNAMICS INC $1,1480.00%5 00.0% — 不变
CSGP COSTAR GROUP INC $1,1330.00%40 40— $1,133 新建仓
PWP PERELLA WEINBERG PARTNERS $1,1180.00%70 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $1,1160.00%20 00.0% — 不变
DVA DAVITA INC $1,1130.00%5 00.0% — 不变
CME CME GROUP INC $1,1050.00%5 00.0% — 不变
PSN PARSONS CORP DEL $1,1010.00%21 00.0% — 不变
VBK VANGUARD INDEX FDS $1,0980.00%3 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $1,0850.00%16 00.0% — 不变
GENI GENIUS SPORTS LIMITED $1,0850.00%179 00.0% — 不变
BIIB BIOGEN INC $1,0810.00%5 00.0% — 不变
SLYG SPDR SERIES TRUST $1,0730.00%9 00.0% — 不变
USFD US FOODS HLDG CORP $1,0230.00%10 00.0% — 不变
NTLA INTELLIA THERAPEUTICS INC $1,0160.00%60 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $9930.00%57 00.0% — 不变
FISV FISERV INC $9810.00%20 -170-89.5% -$8,338 重新持有
SWK STANLEY BLACK & DECKER INC $9420.00%10 00.0% — 不变
TSN TYSON FOODS INC $9160.00%16 00.0% — 不变
TDC TERADATA CORP DEL $9010.00%26 00.0% — 不变
BL BLACKLINE INC $8990.00%32 00.0% — 不变
VRSK VERISK ANALYTICS INC $8980.00%5 00.0% — 重新持有
AGZ ISHARES TR $8750.00%8 00.0% — 不变
WING WINGSTOP INC $8680.00%5 00.0% — 不变
HAYW HAYWARD HLDGS INC $8660.00%50 50— $866 新建仓
GDDY GODADDY INC $8490.00%10 00.0% — 不变
CTVA CORTEVA INC $8470.00%10 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $8380.00%10 10— $838 新建仓
MSI MOTOROLA SOLUTIONS INC $8310.00%2 00.0% — 不变
BITO PROSHARES TR $8190.00%103 11.0% $8 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $8170.00%16 00.0% — 不变
CASY CASEYS GEN STORES INC $7950.00%1 1— $795 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $7930.00%10 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN $7930.00%15 -15-50.0% -$793 重新持有
CMS CMS ENERGY CORP $7650.00%10 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $7640.00%10 00.0% — 不变
CCI CROWN CASTLE INC $7580.00%10 -5-33.3% -$379 减仓
GEN GEN DIGITAL INC $7470.00%30 00.0% — 不变
BAX BAXTER INTL INC $7470.00%35 516.7% $107 重新持有
NCLH NORWEGIAN CRUISE LINE HLDGS $7390.00%35 00.0% — 不变
VSTS VESTIS CORPORATION $7260.00%50 00.0% — 不变
M MACYS INC $7170.00%30 00.0% — 不变
FE FIRSTENERGY CORP $7140.00%15 00.0% — 不变
OGN ORGANON & CO $7020.00%52 00.0% — 不变
IP INTERNATIONAL PAPER CO $6840.00%18 -45-71.4% -$1,710 减仓
PCG PG&E CORP $6730.00%40 00.0% — 不变
NOK NOKIA CORP $6640.00%50 -12-19.4% -$159 重新持有
HIG HARTFORD INSURANCE GROUP INC $6630.00%5 00.0% — 不变
SOUN SOUNDHOUND AI INC $6470.00%100 00.0% — 不变
BRO BROWN & BROWN INC $6420.00%10 00.0% — 不变
NNE NANO NUCLEAR ENERGY INC $6350.00%30 30— $635 新建仓
IRM IRON MTN INC DEL $6320.00%5 00.0% — 不变
LUV SOUTHWEST AIRLS CO $6080.00%12 19.1% $51 加仓
MHK MOHAWK INDS INC $6070.00%5 00.0% — 不变
AES AES CORP $5870.00%40 00.0% — 不变
LMND LEMONADE INC $5860.00%9 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $5810.00%75 -400-84.2% -$3,099 减仓
DG DOLLAR GEN CORP $5760.00%5 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $5730.00%12 00.0% — 不变
LULU LULULEMON ATHLETICA INC $5710.00%5 00.0% — 重新持有
XRNPX COHEN & STEERS REIT & PFD & $5690.00%28 00.0% — 不变
INCY INCYTE CORP $5670.00%5 00.0% — 不变
TTD THE TRADE DESK INC $5610.00%31 624.0% $109 加仓
MSCI MSCI INC $5610.00%1 00.0% — 不变
PRU PRUDENTIAL FINL INC $5400.00%5 00.0% — 不变
— WARNER BROS DISCOVERY INC $5340.00%20 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $5230.00%15 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $5180.00%112 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $5060.00%10 10— $506 新建仓
PINS PINTEREST INC $5050.00%24 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $4910.00%5 5— $491 新建仓
FAST FASTENAL CO $4810.00%10 00.0% — 不变
NWL NEWELL BRANDS INC $4780.00%78 11.3% $6 加仓
HBM HUDBAY MINERALS INC $4730.00%20 00.0% — 不变
— HUYA INC $4600.00%200 00.0% — 不变
TXT TEXTRON INC $4590.00%5 00.0% — 不变
SAIC SCIENCE APPLICATIONS INTL CO $4510.00%4 00.0% — 不变
PBT PERMIAN BASIN RTY TR $4490.00%18 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $4480.00%5 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $4340.00%2 00.0% — 不变
— AEON BIOPHARMA INC $4080.00%567 00.0% — 不变
— HUMACYTE INC $3910.00%500 00.0% — 不变
ADSK AUTODESK INC $3890.00%2 00.0% — 不变
ELF E L F BEAUTY INC $3700.00%5 00.0% — 不变
HNST HONEST CO INC $3660.00%100 00.0% — 不变
— WILLAMETTE VALLEY VINEYARDS $3620.00%144 00.0% — 不变
LNC LINCOLN NATL CORP IND $3540.00%10 00.0% — 不变
SNAP SNAP INC $3470.00%78 00.0% — 不变
TM TOYOTA MOTOR CORP $3370.00%2 00.0% — 不变
CAKE CHEESECAKE FACTORY INC $3350.00%4 00.0% — 不变
SHV ISHARES TR $3320.00%3 00.0% — 不变
— DOCEBO INC $3230.00%18 18— $323 新建仓
CCL CARNIVAL CORP LTD $3160.00%11 11— $316 新建仓
DOCS DOXIMITY INC $2910.00%14 14— $291 新建仓
— NOODLES & CO $2700.00%18 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2500.00%5 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $2430.00%5 5— $243 新建仓
MRP MILLROSE PPTYS INC $2110.00%7 00.0% — 不变
GSK GSK PLC $2100.00%4 00.0% — 不变
BNTX BIONTECH SE $1870.00%2 00.0% — 不变