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 |
|---|---|---|---|---|---|---|---|---|
| — | WEBSTER FINL CORP | $2.51万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| AHRT | AH RLTY TR INC | $2.50万 | 0.01% | 4,538 | 3,538 | 353.8% | $1.95万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $2.48万 | 0.01% | 496 | 5 | 1.0% | $250 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.47万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $2.36万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $2.35万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.35万 | 0.01% | 735 | 38 | 5.5% | $1,216 | 加仓 |
| DTE | DTE ENERGY CO | $2.30万 | 0.01% | 157 | 63 | 67.0% | $9,212 | 加仓 |
| VFC | V F CORP | $2.24万 | 0.01% | 1,321 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $2.23万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $2.23万 | 0.01% | 500 | 500 | — | $2.23万 | 新建仓 |
| D | DOMINION ENERGY INC | $2.23万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.22万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $2.19万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $2.13万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $2.12万 | 0.01% | 220 | -10 | -4.3% | -$965 | 减仓 |
| AOS | SMITH A O CORP | $2.10万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $2.09万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $2.09万 | 0.01% | 369 | -231 | -38.5% | -$1.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.08万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.08万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.03万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $2.02万 | 0.01% | 1,410 | 1,410 | — | $2.02万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.02万 | 0.01% | 460 | 90 | 24.3% | $3,944 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.01万 | 0.01% | 99 | 28 | 39.4% | $5,689 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1.98万 | 0.01% | 110 | -74 | -40.2% | -$1.33万 | 减仓 |
| SRE | SEMPRA | $1.98万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $1.98万 | 0.01% | 146 | 35 | 31.5% | $4,741 | 加仓 |
| HR | HEALTHCARE RLTY TR | $1.97万 | 0.01% | 1,161 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.95万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.95万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $1.94万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1.93万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1.91万 | 0.01% | 667 | -14 | -2.1% | -$402 | 减仓 |
| HYG | ISHARES TR | $1.90万 | 0.01% | 239 | 210 | 724.1% | $1.67万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $1.90万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $1.90万 | 0.01% | 300 | -100 | -25.0% | -$6,318 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $1.87万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.86万 | 0.01% | 350 | 350 | — | $1.86万 | 新建仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1.86万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1.85万 | 0.01% | 425 | 424 | 42,400.0% | $1.85万 | 加仓 |
| NI | NISOURCE INC | $1.84万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.82万 | 0.01% | 735 | 735 | — | $1.82万 | 新建仓 |
| UPBD | UPBOUND GROUP INC | $1.80万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $1.80万 | 0.01% | 64 | -2 | -3.0% | -$563 | 减仓 |
| DE | DEERE & CO | $1.80万 | 0.01% | 32 | 13 | 68.4% | $7,323 | 加仓 |
| MOG/A | MOOG INC | $1.79万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $1.78万 | 0.01% | 1,500 | 1,500 | — | $1.78万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.78万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $1.77万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $1.76万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.76万 | 0.01% | 75 | 75 | — | $1.76万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $1.75万 | 0.01% | 1,500 | 1,500 | — | $1.75万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $1.72万 | 0.01% | 1,816 | -1 | -0.1% | -$9 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.71万 | 0.01% | 105 | 5 | 5.0% | $812 | 加仓 |
| SLI | STANDARD LITHIUM LTD | $1.71万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $1.70万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $1.70万 | 0.01% | 164 | 164 | — | $1.70万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.69万 | 0.01% | 265 | 109 | 69.9% | $6,970 | 加仓 |
| LDUR | PIMCO ETF TR | $1.69万 | 0.01% | 176 | 176 | — | $1.69万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $1.65万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $1.64万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $1.62万 | 0.01% | 253 | -224 | -47.0% | -$1.44万 | 减仓 |
| HAL | HALLIBURTON CO | $1.62万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $1.60万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.60万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1.60万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $1.59万 | 0.01% | 502 | 502 | — | $1.59万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1.59万 | 0.01% | 100 | 100 | — | $1.59万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $1.59万 | 0.01% | 92 | 10 | 12.2% | $1,726 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.58万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $1.58万 | 0.01% | 314 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $1.57万 | 0.01% | 343 | 43 | 14.3% | $1,973 | 加仓 |
| NEM | NEWMONT CORP | $1.57万 | 0.01% | 145 | -299 | -67.3% | -$3.23万 | 减仓 |
| FN | FABRINET | $1.56万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $1.56万 | 0.01% | 337 | -21 | -5.9% | -$970 | 减仓 |
| C | CITIGROUP INC | $1.55万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1.54万 | 0.01% | 100 | 100 | — | $1.54万 | 新建仓 |
| GFF | GRIFFON CORP | $1.54万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $1.53万 | 0.01% | 279 | 279 | — | $1.53万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $1.52万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.52万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $1.52万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $1.51万 | 0.01% | 1,000 | 1,000 | — | $1.51万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $1.51万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $1.49万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| — | SIREN ETF TR | $1.48万 | 0.01% | 193 | 5 | 2.7% | $384 | 加仓 |
| UL | UNILEVER PLC | $1.48万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $1.47万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $1.46万 | 0.01% | 46 | 46 | — | $1.46万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $1.46万 | 0.01% | 224 | 48 | 27.3% | $3,119 | 加仓 |
| XYZ | BLOCK INC | $1.44万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $1.44万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.44万 | 0.01% | 109 | 40 | 58.0% | $5,287 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1.43万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $1.43万 | 0.01% | 467 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1.42万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.42万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.41万 | 0.01% | 271 | -10 | -3.6% | -$519 | 减仓 |
| WDAY | WORKDAY INC | $1.40万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |