13F 机构持仓

WOLFF WIESE MAGANA LLC

CARSLBAD CA · SEC CIK 0001832097

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.8%
IJR 2.7%
MSFT 2.6%
AVGO 2.3%
AAPL 2.3%
ABBV 2.3%
V 2.2%
AMGN 2.2%
VNQ 2.1%
JPM 2.0%

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
NTAP NETAPP INC $1.40万0.01%137 00.0% — 不变
ECL ECOLAB INC $1.38万0.01%52 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $1.38万0.01%202 00.0% — 不变
MINT PIMCO ETF TR $1.38万0.01%137 3737.0% $3,721 加仓
PHIN PHINIA INC $1.38万0.01%201 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1.37万0.01%70 00.0% — 不变
PSTL POSTAL REALTY TRUST INC $1.37万0.01%738 738— $1.37万 新建仓
URA GLOBAL X FDS $1.37万0.01%282 00.0% — 不变
MMM 3M CO $1.37万0.01%94 00.0% — 不变
TMUS T-MOBILE US INC $1.37万0.01%65 00.0% — 不变
IWN ISHARES TR $1.37万0.01%72 00.0% — 不变
ADBE ADOBE INC $1.36万0.01%56 -86-60.6% -$2.09万 减仓
SMLF ISHARES TR $1.36万0.01%180 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $1.35万0.01%180 10.6% $75 加仓
IVE ISHARES TR $1.35万0.01%64 00.0% — 不变
IWO ISHARES TR $1.35万0.01%43 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $1.34万0.01%213 10088.5% $6,273 加仓
XLY SELECT SECTOR SPDR TR $1.31万0.01%120 00.0% — 不变
SMH VANECK ETF TRUST $1.30万0.01%34 00.0% — 不变
PFXF VANECK ETF TRUST $1.29万0.01%735 00.0% — 不变
SLB SLB LIMITED $1.28万0.01%250 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $1.28万0.01%105 00.0% — 不变
VMC VULCAN MATLS CO $1.28万0.01%47 00.0% — 不变
WFC WELLS FARGO & CO $1.27万0.01%160 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $1.27万0.01%97 3044.8% $3,932 加仓
VCIT VANGUARD SCOTTSDALE FDS $1.27万0.01%153 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $1.27万0.01%260 00.0% — 不变
FAF FIRST AMERN FINL CORP $1.27万0.01%210 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $1.24万0.01%75 00.0% — 不变
— NEXTERA ENERGY INC $1.23万0.01%220 00.0% — 不变
VTIP VANGUARD MALVERN FDS $1.23万0.01%246 00.0% — 不变
SNPS SYNOPSYS INC $1.23万0.01%31 -24-43.6% -$9,516 减仓
MOD MODINE MFG CO $1.21万0.01%56 00.0% — 不变
RY ROYAL BK CDA $1.21万0.01%75 00.0% — 不变
EEMV ISHARES INC $1.20万0.01%185 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC $1.17万0.01%327 12058.0% $4,300 加仓
CHDN CHURCHILL DOWNS INC $1.17万0.01%130 -129-49.8% -$1.16万 减仓
ED CONSOLIDATED EDISON INC $1.15万0.01%102 00.0% — 不变
OKTA OKTA INC $1.15万0.01%146 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $1.15万0.01%916 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $1.13万0.01%141 00.0% — 不变
ASTS AST SPACEMOBILE INC $1.13万0.01%136 00.0% — 不变
TRFM ETF SER SOLUTIONS $1.12万0.01%242 242— $1.12万 新建仓
GMED GLOBUS MED INC $1.12万0.01%130 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $1.12万0.01%500 00.0% — 不变
LPLA LPL FINL HLDGS INC $1.11万0.01%37 -5-11.9% -$1,504 减仓
IQLT ISHARES TR $1.11万0.01%240 00.0% — 不变
FIX COMFORT SYS USA INC $1.10万0.01%8 00.0% — 不变
COWZ PACER FDS TR $1.10万0.01%176 00.0% — 不变
COIN COINBASE GLOBAL INC $1.10万0.01%63 814.5% $1,397 加仓
PTLC PACER FDS TR $1.10万0.01%209 00.0% — 不变
NMAX NEWSMAX INC $1.10万0.01%2,100 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1.08万0.01%142 00.0% — 不变
HLI HOULIHAN LOKEY INC $1.08万0.01%75 00.0% — 不变
BDX BECTON DICKINSON & CO $1.07万0.01%68 -5-6.8% -$786 减仓
XLE SELECT SECTOR SPDR TR $1.07万0.01%174 1621,350.0% $9,934 加仓
NOBL PROSHARES TR $1.06万0.01%100 00.0% — 不变
SNA SNAP ON INC $1.05万0.01%29 00.0% — 不变
SGDM SPROTT ETF TRUST $1.05万0.01%139 00.0% — 不变
TJX TJX COS INC NEW $1.04万0.01%65 712.1% $1,118 加仓
VLO VALERO ENERGY CORP $1.04万0.01%42 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1.03万0.01%53 00.0% — 不变
AZN ASTRAZENECA PLC $1.03万0.01%52 52— $1.03万 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $1.01万0.01%226 00.0% — 不变
KMB KIMBERLY-CLARK CORP $1.01万0.01%105 3040.0% $2,894 加仓
CRUS CIRRUS LOGIC INC $1.01万0.01%70 00.0% — 不变
IDXX IDEXX LABS INC $1.01万0.01%18 -5-21.7% -$2,810 减仓
— EATON VANCE CALIF MUN INCOM $1.01万0.01%1,000 1,000— $1.01万 新建仓
USHY ISHARES TR $1.00万0.01%272 00.0% — 不变
VPU VANGUARD WORLD FD $9,9070.01%50 50— $9,907 新建仓
MAIN MAIN STR CAP CORP $9,9040.01%187 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $9,8310.01%20 -8-28.6% -$3,932 减仓
EQIX EQUINIX INC $9,8030.01%10 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $9,6930.01%65 34109.7% $5,070 加仓
FDEC FIRST TR EXCHNG TRADED FD VI $9,5960.01%193 00.0% — 不变
COKE COCA COLA CONS INC $9,5870.01%50 50— $9,587 新建仓
FNDE SCHWAB STRATEGIC TR $9,5820.01%250 7542.9% $2,875 加仓
GME GAMESTOP CORP $9,4470.01%410 00.0% — 不变
— NUVEEN CALIFORNIA MUNI VLU F $9,3800.01%1,000 1,000— $9,380 新建仓
LIT GLOBAL X FDS $9,2940.01%125 00.0% — 不变
HLN HALEON PLC $9,1700.01%916 00.0% — 不变
BWA BORGWARNER INC $9,1160.01%168 00.0% — 不变
GM GENERAL MTRS CO $8,9970.00%121 00.0% — 不变
TFC TRUIST FINL CORP $8,9650.00%195 00.0% — 不变
MFC MANULIFE FINL CORP $8,9550.00%260 -700-72.9% -$2.41万 减仓
OLMA OLEMA PHARMACEUTICALS INC $8,9460.00%600 00.0% — 不变
BTE BAYTEX ENERGY CORP $8,9400.00%2,000 00.0% — 不变
NRG NRG ENERGY INC $8,9150.00%61 00.0% — 不变
DELL DELL TECHNOLOGIES INC $8,8640.00%54 00.0% — 不变
USXF ISHARES TR $8,8320.00%160 00.0% — 不变
VMI VALMONT INDS INC $8,7910.00%22 00.0% — 不变
VST VISTRA CORP $8,7200.00%58 -28-32.6% -$4,210 减仓
HXL HEXCEL CORP NEW $8,6600.00%107 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $8,6580.00%134 108.1% $646 加仓
POWL POWELL INDS INC $8,6580.00%16 10166.7% $5,411 加仓
AVY AVERY DENNISON CORP $8,6340.00%50 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $8,5560.00%735 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING E $8,5350.00%500 00.0% — 不变
RMBS RAMBUS INC DEL $8,5170.00%99 00.0% — 不变
BFS SAUL CTRS INC $8,5040.00%261 10.4% $33 加仓