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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $6.64万 | 0.03% | 3,208 | 19 | 0.6% | $393 | 加仓 |
| DIS | DISNEY WALT CO | $6.54万 | 0.03% | 679 | 227 | 50.2% | $2.18万 | 加仓 |
| IJJ | ISHARES TR | $6.50万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $6.42万 | 0.03% | 666 | 2 | 0.3% | $193 | 加仓 |
| HON | HONEYWELL INTL INC | $6.41万 | 0.03% | 287 | -286 | -49.9% | -$6.39万 | 减仓 |
| EMR | EMERSON ELEC CO | $6.37万 | 0.03% | 445 | 14 | 3.2% | $2,004 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $6.32万 | 0.03% | 286 | 286 | — | $6.32万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $6.29万 | 0.03% | 2,893 | 687 | 31.1% | $1.49万 | 加仓 |
| — | CALAMOS ETF TR | $6.29万 | 0.03% | 2,269 | 2,269 | — | $6.29万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $6.28万 | 0.03% | 999 | -8 | -0.8% | -$503 | 减仓 |
| WMB | WILLIAMS COS INC | $6.27万 | 0.03% | 843 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $6.26万 | 0.03% | 321 | 1 | 0.3% | $195 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $6.21万 | 0.03% | 1,100 | 621 | 129.6% | $3.51万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $6.15万 | 0.03% | 2,909 | 471 | 19.3% | $9,952 | 加仓 |
| IBB | ISHARES TR | $6.12万 | 0.03% | 322 | -258 | -44.5% | -$4.91万 | 减仓 |
| NET | CLOUDFLARE INC | $6.01万 | 0.03% | 245 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $5.99万 | 0.03% | 550 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $5.97万 | 0.03% | 1,467 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $5.97万 | 0.03% | 30 | -19 | -38.8% | -$3.78万 | 减仓 |
| EQT | EQT CORP | $5.97万 | 0.03% | 1,122 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $5.96万 | 0.03% | 621 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $5.92万 | 0.03% | 963 | 2 | 0.2% | $123 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $5.88万 | 0.03% | 178 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $5.84万 | 0.03% | 300 | 300 | — | $5.84万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.81万 | 0.03% | 370 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $5.69万 | 0.03% | 275 | 200 | 266.7% | $4.14万 | 加仓 |
| TQQQ | PROSHARES TR | $5.69万 | 0.03% | 702 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $5.62万 | 0.03% | 478 | -63 | -11.6% | -$7,413 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5.52万 | 0.03% | 378 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $5.26万 | 0.02% | 1,982 | 881 | 80.0% | $2.34万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5.09万 | 0.02% | 100 | 16 | 19.0% | $8,151 | 加仓 |
| MDT | MEDTRONIC PLC | $5.08万 | 0.02% | 650 | -20,780 | -97.0% | -$162.56万 | 减仓 |
| OGE | OGE ENERGY CORP | $5.02万 | 0.02% | 1,032 | 9 | 0.9% | $438 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $5.01万 | 0.02% | 96 | 5 | 5.5% | $2,612 | 加仓 |
| TWLO | TWILIO INC | $5.01万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $5.01万 | 0.02% | 482 | -6 | -1.2% | -$624 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $4.97万 | 0.02% | 462 | 7 | 1.5% | $752 | 加仓 |
| CVE | CENOVUS ENERGY INC | $4.96万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $4.83万 | 0.02% | 1,967 | 1,300 | 194.9% | $3.19万 | 加仓 |
| — | EMPIRE ST RLTY OP L P | $4.77万 | 0.02% | 8,603 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $4.74万 | 0.02% | 400 | 400 | — | $4.74万 | 新建仓 |
| F | FORD MTR CO | $4.72万 | 0.02% | 3,397 | 26 | 0.8% | $361 | 加仓 |
| FLEX | FLEX LTD | $4.70万 | 0.02% | 290 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $4.66万 | 0.02% | 840 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $4.63万 | 0.02% | 1,783 | -56 | -3.0% | -$1,453 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $4.59万 | 0.02% | 608 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $4.51万 | 0.02% | 806 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $4.48万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $4.48万 | 0.02% | 1,670 | 1,670 | — | $4.48万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $4.48万 | 0.02% | 1,645 | 1,645 | — | $4.48万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $4.47万 | 0.02% | 1,751 | -1,312 | -42.8% | -$3.35万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.42万 | 0.02% | 89 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $4.35万 | 0.02% | 90 | 90 | — | $4.35万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $4.34万 | 0.02% | 832 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $4.25万 | 0.02% | 416 | 1 | 0.2% | $102 | 加仓 |
| TEX | TEREX CORP NEW | $4.22万 | 0.02% | 583 | 583 | — | $4.22万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4.21万 | 0.02% | 792 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $4.20万 | 0.02% | 748 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $4.15万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $4.15万 | 0.02% | 30 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $4.09万 | 0.02% | 433 | 340 | 365.6% | $3.21万 | 加仓 |
| IWR | ISHARES TR | $4.07万 | 0.02% | 369 | -30 | -7.5% | -$3,313 | 减仓 |
| PLD | PROLOGIS INC. | $4.07万 | 0.02% | 300 | 191 | 175.2% | $2.59万 | 加仓 |
| GSAT | GLOBALSTAR INC | $4.06万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.06万 | 0.02% | 184 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4.01万 | 0.02% | 474 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $3.98万 | 0.02% | 164 | -183 | -52.7% | -$4.44万 | 减仓 |
| GCOW | PACER FDS TR | $3.91万 | 0.02% | 903 | 240 | 36.2% | $1.04万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $3.86万 | 0.02% | 97 | -4 | -4.0% | -$1,591 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.77万 | 0.02% | 655 | 1 | 0.2% | $58 | 加仓 |
| GATX | GATX CORP | $3.76万 | 0.02% | 212 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $3.71万 | 0.02% | 2,004 | 50 | 2.6% | $927 | 加仓 |
| — | PROSHARES TR | $3.71万 | 0.02% | 500 | 500 | — | $3.71万 | 新建仓 |
| QUAL | ISHARES TR | $3.69万 | 0.02% | 168 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $3.67万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $3.67万 | 0.02% | 93 | 68 | 272.0% | $2.68万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3.67万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $3.65万 | 0.02% | 307 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $3.62万 | 0.02% | 214 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $3.60万 | 0.02% | 800 | 500 | 166.7% | $2.25万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $3.59万 | 0.02% | 332 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3.55万 | 0.02% | 1,542 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.55万 | 0.02% | 865 | -15 | -1.7% | -$616 | 减仓 |
| CIEN | CIENA CORP | $3.48万 | 0.02% | 71 | -129 | -64.5% | -$6.33万 | 重新持有 |
| FCFS | FIRSTCASH HOLDINGS INC | $3.48万 | 0.02% | 161 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $3.47万 | 0.02% | 1,690 | -1,400 | -45.3% | -$2.88万 | 减仓 |
| VLO | VALERO ENERGY CORP | $3.46万 | 0.02% | 133 | 91 | 216.7% | $2.37万 | 加仓 |
| VST | VISTRA CORP | $3.46万 | 0.02% | 218 | 160 | 275.9% | $2.54万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.38万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $3.36万 | 0.02% | 250 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $3.36万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3.29万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.28万 | 0.02% | 46 | -2 | -4.2% | -$1,426 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $3.27万 | 0.02% | 2,975 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3.27万 | 0.02% | 414 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $3.27万 | 0.02% | 4,615 | 77 | 1.7% | $545 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $3.23万 | 0.01% | 1,445 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $3.23万 | 0.01% | 146 | 146 | — | $3.23万 | 新建仓 |
| LRGF | ISHARES TR | $3.18万 | 0.01% | 420 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $3.17万 | 0.01% | 635 | 3 | 0.5% | $150 | 加仓 |