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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $5.52万 | 0.03% | 1,839 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $5.42万 | 0.03% | 2,915 | 1,565 | 115.9% | $2.91万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.34万 | 0.03% | 961 | 701 | 269.6% | $3.89万 | 加仓 |
| PODD | INSULET CORP | $5.31万 | 0.03% | 253 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $5.31万 | 0.03% | 2,000 | 2,000 | — | $5.31万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $5.29万 | 0.03% | 3,090 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $5.19万 | 0.03% | 178 | -34 | -16.0% | -$9,917 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $5.13万 | 0.03% | 2,438 | 1,438 | 143.8% | $3.02万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $5.13万 | 0.03% | 840 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.12万 | 0.03% | 370 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $5.11万 | 0.03% | 608 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $5.11万 | 0.03% | 1,467 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5.08万 | 0.03% | 84 | 5 | 6.3% | $3,022 | 加仓 |
| NET | CLOUDFLARE INC | $5.06万 | 0.03% | 245 | 200 | 444.4% | $4.13万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $4.97万 | 0.03% | 765 | -150 | -16.4% | -$9,750 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4.95万 | 0.03% | 378 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $4.91万 | 0.03% | 1,023 | 10 | 1.0% | $480 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $4.78万 | 0.03% | 2,206 | 720 | 48.5% | $1.56万 | 加仓 |
| DOW | DOW HLDGS INC | $4.72万 | 0.03% | 1,134 | 891 | 366.7% | $3.71万 | 加仓 |
| CVS | CVS HEALTH CORP | $4.68万 | 0.03% | 651 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $4.67万 | 0.03% | 822 | 602 | 273.6% | $3.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.66万 | 0.03% | 101 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $4.65万 | 0.03% | 880 | -1,819 | -67.4% | -$9.61万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $4.48万 | 0.02% | 455 | -34 | -7.0% | -$3,345 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4.38万 | 0.02% | 5,000 | 5,000 | — | $4.38万 | 新建仓 |
| DIS | DISNEY WALT CO | $4.36万 | 0.02% | 452 | -3 | -0.7% | -$289 | 减仓 |
| LOW | LOWES COS INC | $4.35万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $4.34万 | 0.02% | 8,603 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4.31万 | 0.02% | 332 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $4.30万 | 0.02% | 748 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $4.30万 | 0.02% | 284 | 284 | — | $4.30万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $4.22万 | 0.02% | 91 | 50 | 122.0% | $2.32万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4.19万 | 0.02% | 792 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.15万 | 0.02% | 106 | -100 | -48.5% | -$3.92万 | 减仓 |
| B | BARRICK MNG CORP | $4.08万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $4.04万 | 0.02% | 2,110 | 2,110 | — | $4.04万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.97万 | 0.02% | 89 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.97万 | 0.02% | 654 | -12 | -1.8% | -$728 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $3.92万 | 0.02% | 832 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.90万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3.89万 | 0.02% | 3,371 | 495 | 17.2% | $5,713 | 加仓 |
| MP | MP MATERIALS CORP | $3.89万 | 0.02% | 806 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $3.88万 | 0.02% | 399 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $3.83万 | 0.02% | 1,141 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.81万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $3.79万 | 0.02% | 1,417 | 13 | 0.9% | $347 | 加仓 |
| MPLX | MPLX LP | $3.76万 | 0.02% | 659 | 342 | 107.9% | $1.95万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $3.75万 | 0.02% | 500 | 500 | — | $3.75万 | 新建仓 |
| SBUX | STARBUCKS CORP | $3.72万 | 0.02% | 415 | -38 | -8.4% | -$3,403 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $3.67万 | 0.02% | 90 | 22 | 32.4% | $8,960 | 加仓 |
| UUUU | ENERGY FUELS INC | $3.65万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.63万 | 0.02% | 944 | -95 | -9.1% | -$3,650 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $3.62万 | 0.02% | 1,830 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $3.62万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $3.53万 | 0.02% | 707 | 5 | 0.7% | $250 | 加仓 |
| ARCC | ARES CAPITAL CORP | $3.52万 | 0.02% | 1,954 | 51 | 2.7% | $919 | 加仓 |
| R | RYDER SYS INC | $3.48万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $3.40万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3.40万 | 0.02% | 1,710 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $3.35万 | 0.02% | 474 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3.33万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $3.32万 | 0.02% | 500 | 500 | — | $3.32万 | 新建仓 |
| — | PUTNAM ETF TRUST | $3.31万 | 0.02% | 4,548 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $3.28万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.28万 | 0.02% | 414 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3.25万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $3.23万 | 0.02% | 1,445 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $3.23万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $3.22万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3.21万 | 0.02% | 100 | 100 | — | $3.21万 | 新建仓 |
| LTBR | LIGHTBRIDGE CORP | $3.20万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $3.09万 | 0.02% | 2,975 | 2,275 | 325.0% | $2.37万 | 加仓 |
| KEY | KEYCORP | $3.09万 | 0.02% | 1,542 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $3.07万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $3.07万 | 0.02% | 663 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $3.06万 | 0.02% | 243 | 10 | 4.3% | $1,258 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $3.03万 | 0.02% | 161 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $3.01万 | 0.02% | 1,101 | 540 | 96.3% | $1.48万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.00万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $3.00万 | 0.02% | 632 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.93万 | 0.02% | 2,603 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $2.93万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $2.92万 | 0.02% | 262 | 5 | 1.9% | $557 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $2.84万 | 0.02% | 787 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $2.82万 | 0.02% | 157 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.79万 | 0.02% | 515 | -75 | -12.7% | -$4,061 | 减仓 |
| LRGF | ISHARES TR | $2.77万 | 0.02% | 420 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2.76万 | 0.02% | 240 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $2.73万 | 0.02% | 250 | 250 | — | $2.73万 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2.72万 | 0.02% | 543 | 543 | — | $2.72万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.71万 | 0.01% | 479 | 479 | — | $2.71万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.69万 | 0.01% | 540 | 540 | — | $2.69万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $2.65万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $2.61万 | 0.01% | 611 | 29 | 5.0% | $1,237 | 加仓 |
| CMI | CUMMINS INC | $2.58万 | 0.01% | 48 | 12 | 33.3% | $6,456 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $2.55万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $2.53万 | 0.01% | 2,076 | 693 | 50.1% | $8,441 | 加仓 |
| IJT | ISHARES TR | $2.52万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $2.52万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $2.52万 | 0.01% | 1,589 | -1,582 | -49.9% | -$2.50万 | 减仓 |