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 |
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES TR | $3.11万 | 0.01% | 174 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $3.11万 | 0.01% | 197 | 132 | 203.1% | $2.08万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.10万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $3.04万 | 0.01% | 1,695 | -1,220 | -41.9% | -$2.19万 | 减仓 |
| C | CITIGROUP INC | $3.03万 | 0.01% | 217 | 80 | 58.4% | $1.12万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $3.01万 | 0.01% | 941 | -200 | -17.5% | -$6,394 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $3.00万 | 0.01% | 122 | 46 | 60.5% | $1.13万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $3.00万 | 0.01% | 787 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $2.98万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.90万 | 0.01% | 2,603 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $2.90万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $2.79万 | 0.01% | 500 | 500 | — | $2.79万 | 新建仓 |
| P | EVERPURE INC | $2.79万 | 0.01% | 354 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $2.79万 | 0.01% | 501 | 5 | 1.0% | $278 | 加仓 |
| FIX | COMFORT SYS USA INC | $2.77万 | 0.01% | 14 | 6 | 75.0% | $1.19万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2.77万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $2.76万 | 0.01% | 361 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2.72万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.69万 | 0.01% | 540 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $2.65万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LTBR | LIGHTBRIDGE CORP | $2.64万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $2.59万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.54万 | 0.01% | 764 | -180 | -19.1% | -$5,992 | 减仓 |
| DON | WISDOMTREE TR | $2.54万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $2.50万 | 0.01% | 1,350 | 1,350 | — | $2.50万 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $2.50万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2.48万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPO | $2.48万 | 0.01% | 2,000 | 2,000 | — | $2.48万 | 新建仓 |
| D | DOMINION ENERGY INC | $2.46万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $2.43万 | 0.01% | 1,615 | -95 | -5.6% | -$1,428 | 减仓 |
| MSIF | MSC INCOME FUND INC | $2.40万 | 0.01% | 2,076 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2.39万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $2.39万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $2.39万 | 0.01% | 440 | -75 | -14.6% | -$4,066 | 减仓 |
| WELL | WELLTOWER INC | $2.38万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $2.34万 | 0.01% | 1,161 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $2.33万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.29万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $2.29万 | 0.01% | 452 | -255 | -36.1% | -$1.29万 | 减仓 |
| TMUS | T-MOBILE US INC | $2.28万 | 0.01% | 136 | 71 | 109.2% | $1.19万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2.25万 | 0.01% | 193 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $2.24万 | 0.01% | 461 | -150 | -24.5% | -$7,275 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.21万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $2.20万 | 0.01% | 1,321 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.19万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $2.18万 | 0.01% | 802 | -615 | -43.4% | -$1.67万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $2.17万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $2.17万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $2.16万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $2.15万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $2.13万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.13万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $2.12万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.12万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $2.12万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $2.07万 | 0.01% | 1,743 | 154 | 9.7% | $1,831 | 加仓 |
| GFF | GRIFFON CORP | $2.07万 | 0.01% | 212 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $2.05万 | 0.01% | 226 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $2.03万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $2.03万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $2.02万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $2.02万 | 0.01% | 415 | -350 | -45.8% | -$1.70万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2.01万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $2.01万 | 0.01% | 132 | -121 | -47.8% | -$1.84万 | 减仓 |
| RBLX | ROBLOX CORP | $2.01万 | 0.01% | 369 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $2.00万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1.99万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $1.99万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| — | SIREN ETF TR | $1.97万 | 0.01% | 215 | 22 | 11.4% | $2,016 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1.94万 | 0.01% | 108 | -2 | -1.8% | -$359 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1.94万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.93万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.92万 | 0.01% | 10,000 | 10,000 | — | $1.92万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.92万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $1.91万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $1.91万 | 0.01% | 56 | -4,473 | -98.8% | -$152.42万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.90万 | 0.01% | 85 | -14 | -14.1% | -$3,135 | 减仓 |
| SRE | SEMPRA | $1.89万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1.88万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $1.88万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.88万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $1.88万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.86万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1.85万 | 0.01% | 425 | 0 | 0.0% | — | 不变 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.83万 | 0.01% | 735 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.83万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.82万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $1.82万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1.81万 | 0.01% | 363 | 168 | 86.2% | $8,370 | 加仓 |
| BXP | BXP INC | $1.80万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $1.77万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $1.74万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $1.73万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $1.71万 | 0.01% | 1,816 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $1.70万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $1.70万 | 0.01% | 467 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $1.69万 | 0.01% | 43 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $1.69万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $1.69万 | 0.01% | 165 | 1 | 0.6% | $102 | 加仓 |
| LDUR | PIMCO ETF TR | $1.68万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |