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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $30.20万 | 0.14% | 352 | -103 | -22.6% | -$8.84万 | 减仓 |
| IWF | ISHARES TR | $30.10万 | 0.14% | 2,424 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $28.92万 | 0.13% | 1,666 | 57 | 3.5% | $9,894 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $27.44万 | 0.13% | 3,802 | 149 | 4.1% | $1.08万 | 加仓 |
| AGG | ISHARES TR | $26.99万 | 0.12% | 2,727 | 1 | 0.0% | $99 | 加仓 |
| IJK | ISHARES TR | $26.85万 | 0.12% | 2,285 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $24.97万 | 0.11% | 3,497 | -3 | -0.1% | -$214 | 减仓 |
| BLK | BLACKROCK INC | $23.85万 | 0.11% | 248 | -6 | -2.4% | -$5,769 | 减仓 |
| GEV | GE VERNOVA INC | $23.74万 | 0.11% | 202 | 11 | 5.8% | $1.29万 | 加仓 |
| CAT | CATERPILLAR INC | $23.21万 | 0.11% | 218 | -21 | -8.8% | -$2.24万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.48万 | 0.10% | 1,687 | 38 | 2.3% | $5,064 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $22.09万 | 0.10% | 28,767 | 28,767 | — | $22.09万 | 新建仓 |
| MUB | ISHARES TR | $20.40万 | 0.09% | 1,896 | -31 | -1.6% | -$3,336 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.28万 | 0.09% | 1,738 | 76 | 4.6% | $8,867 | 加仓 |
| VTI | VANGUARD INDEX FDS | $19.91万 | 0.09% | 538 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $19.87万 | 0.09% | 4,655 | 78 | 1.7% | $3,329 | 加仓 |
| RDNT | RADNET INC | $19.83万 | 0.09% | 3,216 | 230 | 7.7% | $1.42万 | 加仓 |
| CRM | SALESFORCE INC | $19.47万 | 0.09% | 1,243 | -66 | -5.0% | -$1.03万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $19.22万 | 0.09% | 574 | -8 | -1.4% | -$2,679 | 减仓 |
| IVV | ISHARES TR | $18.80万 | 0.09% | 251 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $18.53万 | 0.09% | 1,578 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $18.12万 | 0.08% | 1,236 | 164 | 15.3% | $2.40万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $18.08万 | 0.08% | 622 | 1 | 0.2% | $291 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $17.75万 | 0.08% | 2,403 | 2,403 | — | $17.75万 | 新建仓 |
| — | EXXON MOBIL CORP | $17.66万 | 0.08% | 1,292 | -77 | -5.6% | -$1.05万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $17.35万 | 0.08% | 2,010 | 2,005 | 40,100.0% | $17.31万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $17.22万 | 0.08% | 6,832 | 40 | 0.6% | $1,008 | 加仓 |
| VTV | VANGUARD INDEX FDS | $17.17万 | 0.08% | 788 | 23 | 3.0% | $5,012 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $17.05万 | 0.08% | 889 | 889 | — | $17.05万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $16.87万 | 0.08% | 1,066 | -25 | -2.3% | -$3,956 | 减仓 |
| IVW | ISHARES TR | $16.50万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $16.44万 | 0.08% | 891 | 72 | 8.8% | $1.33万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $16.37万 | 0.08% | 1,900 | 190 | 11.1% | $1.64万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $16.20万 | 0.07% | 315 | -49 | -13.5% | -$2.52万 | 减仓 |
| AOR | ISHARES TR | $16.06万 | 0.07% | 2,311 | 1 | 0.0% | $69 | 加仓 |
| USIG | ISHARES TR | $14.87万 | 0.07% | 2,899 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $14.39万 | 0.07% | 730 | 100 | 15.9% | $1.97万 | 加仓 |
| IWD | ISHARES TR | $14.13万 | 0.06% | 583 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $14.01万 | 0.06% | 831 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $13.94万 | 0.06% | 1,768 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $13.79万 | 0.06% | 1,430 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $13.74万 | 0.06% | 960 | -10 | -1.0% | -$1,431 | 减仓 |
| VOTE | TCW ETF TRUST | $13.68万 | 0.06% | 1,551 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $13.52万 | 0.06% | 2,182 | 611 | 38.9% | $3.79万 | 加仓 |
| DGRW | WISDOMTREE TR | $13.49万 | 0.06% | 1,411 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $13.48万 | 0.06% | 1,638 | 7 | 0.4% | $576 | 加仓 |
| WTAI | WISDOMTREE TR | $13.42万 | 0.06% | 2,827 | 100 | 3.7% | $4,747 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $13.42万 | 0.06% | 3,110 | 836 | 36.8% | $3.61万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $13.41万 | 0.06% | 785 | 785 | — | $13.41万 | 新建仓 |
| INTU | INTUIT | $13.34万 | 0.06% | 511 | -12 | -2.3% | -$3,132 | 减仓 |
| OKLO | OKLO INC | $13.16万 | 0.06% | 2,514 | 153 | 6.5% | $8,007 | 加仓 |
| MPC | MARATHON PETE CORP | $13.09万 | 0.06% | 512 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $12.88万 | 0.06% | 310 | 9 | 3.0% | $3,741 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $12.80万 | 0.06% | 268 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $12.41万 | 0.06% | 1,005 | 1,005 | — | $12.41万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $12.23万 | 0.06% | 455 | 450 | 9,000.0% | $12.10万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.16万 | 0.06% | 243 | 116 | 91.3% | $5.80万 | 加仓 |
| ETN | EATON CORP PLC | $12.10万 | 0.06% | 284 | -2 | -0.7% | -$852 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $12.07万 | 0.06% | 3,568 | 4 | 0.1% | $135 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $12.02万 | 0.06% | 2,471 | 23 | 0.9% | $1,119 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $11.93万 | 0.05% | 470 | 62 | 15.2% | $1.57万 | 加仓 |
| EFG | ISHARES TR | $11.63万 | 0.05% | 935 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $11.59万 | 0.05% | 600 | -5 | -0.8% | -$966 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $11.51万 | 0.05% | 541 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $11.41万 | 0.05% | 4,248 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $11.02万 | 0.05% | 2,998 | 1 | 0.0% | $37 | 加仓 |
| IDV | ISHARES TR | $10.98万 | 0.05% | 2,650 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $10.85万 | 0.05% | 2,301 | 2,301 | — | $10.85万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $10.76万 | 0.05% | 6,000 | -600 | -9.1% | -$1.08万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $10.66万 | 0.05% | 127 | 37 | 41.1% | $3.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.23万 | 0.05% | 106 | 0 | 0.0% | — | 不变 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $10.21万 | 0.05% | 2,600 | 2,073 | 393.4% | $8.14万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $10.20万 | 0.05% | 1,719 | 1,719 | — | $10.20万 | 新建仓 |
| EMXC | ISHARES INC | $10.14万 | 0.05% | 991 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $9.97万 | 0.05% | 594 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $9.28万 | 0.04% | 3,854 | 878 | 29.5% | $2.11万 | 加仓 |
| CACI | CACI INTL INC | $9.22万 | 0.04% | 199 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $8.96万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $8.68万 | 0.04% | 480 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8.57万 | 0.04% | 1,192 | 10 | 0.8% | $719 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $8.56万 | 0.04% | 168 | -2 | -1.2% | -$1,019 | 减仓 |
| TOST | TOAST INC | $8.42万 | 0.04% | 3,025 | 25 | 0.8% | $696 | 加仓 |
| ET | ENERGY TRANSFER L P | $8.26万 | 0.04% | 4,318 | 433 | 11.1% | $8,279 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $8.08万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.99万 | 0.04% | 1,121 | 10 | 0.9% | $713 | 加仓 |
| IWP | ISHARES TR | $7.75万 | 0.04% | 529 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $7.60万 | 0.03% | 200 | 200 | — | $7.60万 | 新建仓 |
| TE | T1 ENERGY INC | $7.58万 | 0.03% | 8,000 | 8,000 | — | $7.58万 | 新建仓 |
| WWD | WOODWARD INC | $7.57万 | 0.03% | 178 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $7.54万 | 0.03% | 3,650 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $7.39万 | 0.03% | 2,801 | -469 | -14.3% | -$1.24万 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $7.28万 | 0.03% | 20,000 | 20,000 | — | $7.28万 | 新建仓 |
| EEM | ISHARES TR | $7.16万 | 0.03% | 1,046 | 224 | 27.3% | $1.53万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $7.13万 | 0.03% | 880 | 26 | 3.0% | $2,107 | 加仓 |
| KVUE | KENVUE INC | $7.09万 | 0.03% | 3,712 | 1 | 0.0% | $19 | 加仓 |
| BA | BOEING CO | $6.97万 | 0.03% | 322 | -985 | -75.4% | -$21.32万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $6.81万 | 0.03% | 2,765 | 2,027 | 274.7% | $4.99万 | 加仓 |
| WPC | WP CAREY INC | $6.78万 | 0.03% | 948 | 112 | 13.4% | $8,008 | 加仓 |
| CVS | CVS HEALTH CORP | $6.73万 | 0.03% | 651 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $6.69万 | 0.03% | 1,440 | 1,190 | 476.0% | $5.53万 | 加仓 |