13F 机构持仓

WOLFF WIESE MAGANA LLC

CARSLBAD CA · SEC CIK 0001832097

2026Q22026Q1 更早 9 个季度 🔒
$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
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

MU 4.3%
NVDA 3.3%
AAPL 2.9%
IJR 2.7%
CSCO 2.7%
AVGO 2.3%
ABBV 2.1%
MSFT 2.1%
VNQ 2.1%
V 2.0%

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
PH PARKER-HANNIFIN CORP $1.66万0.01%17 00.0% — 不变
RWL INVESCO EXCH TRADED FD TR II $1.66万0.01%130 00.0% — 不变
EME EMCOR GROUP INC $1.66万0.01%20 -182-90.1% -$15.10万 减仓
PHIN PHINIA INC $1.66万0.01%201 00.0% — 不变
MDLZ MONDELEZ INTL INC $1.65万0.01%286 00.0% — 不变
EVH EVOLENT HEALTH INC $1.63万0.01%3,000 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $1.62万0.01%180 00.0% — 不变
EWC ISHARES INC $1.61万0.01%279 00.0% — 不变
SMLF ISHARES TR $1.60万0.01%180 00.0% — 不变
HOOD ROBINHOOD MKTS INC $1.59万0.01%159 159— $1.59万 新建仓
IWN ISHARES TR $1.59万0.01%72 00.0% — 不变
EXPE EXPEDIA GROUP INC $1.59万0.01%62 00.0% — 不变
UL UNILEVER PLC $1.56万0.01%259 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $1.56万0.01%295 00.0% — 不变
IUSB ISHARES TR $1.56万0.01%337 00.0% — 不变
XLU SELECT SECTOR SPDR TR $1.56万0.01%343 00.0% — 不变
XLV SELECT SECTOR SPDR TR $1.54万0.01%97 00.0% — 不变
FDX FEDEX CORP $1.53万0.01%49 48.9% $1,253 加仓
TRFM ETF SER SOLUTIONS $1.53万0.01%242 00.0% — 不变
MMM 3M CO $1.52万0.01%94 00.0% — 不变
BBY BEST BUY INC $1.50万0.01%198 -55-21.7% -$4,174 减仓
CBRE CBRE GROUP INC $1.50万0.01%111 -35-24.0% -$4,714 减仓
MTDR MATADOR RES CO $1.49万0.01%300 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $1.48万0.01%70 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $1.46万0.01%105 00.0% — 不变
IVE ISHARES TR $1.45万0.01%64 00.0% — 不变
ECL ECOLAB INC $1.45万0.01%52 00.0% — 不变
FAF FIRST AMERN FINL CORP $1.44万0.01%210 00.0% — 不变
AMT AMERICAN TOWER CORP $1.42万0.01%87 -5-5.4% -$818 减仓
XEL XCEL ENERGY INC $1.42万0.01%177 -1,048-85.6% -$8.42万 减仓
HAL HALLIBURTON CO $1.41万0.01%415 00.0% — 不变
XLY SELECT SECTOR SPDR TR $1.41万0.01%120 00.0% — 不变
BIRK BIRKENSTOCK HOLDING PLC $1.41万0.01%327 00.0% — 不变
BSM BLACK STONE MINERALS L P $1.40万0.01%1,000 00.0% — 不变
EEMV ISHARES INC $1.39万0.01%185 00.0% — 不变
VMC VULCAN MATLS CO $1.39万0.01%47 00.0% — 不变
SNPS SYNOPSYS INC $1.38万0.01%31 00.0% — 不变
GMED GLOBUS MED INC $1.38万0.01%175 4534.6% $3,556 加仓
MINT PIMCO ETF TR $1.38万0.01%137 00.0% — 不变
SLI STANDARD LITHIUM CORP $1.38万0.01%5,000 00.0% — 不变
EWY ISHARES INC $1.37万0.01%68 68— $1.37万 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $1.37万0.01%100 -5-4.8% -$685 减仓
EOG EOG RES INC $1.36万0.01%105 00.0% — 不变
PAAS PAN AMERN SILVER CORP $1.34万0.01%300 00.0% — 不变
NE NOBLE CORP PLC $1.34万0.01%360 00.0% — 不变
NEM NEWMONT CORP $1.34万0.01%143 -2-1.4% -$187 减仓
PPA INVESCO EXCHANGE TRADED FD T $1.32万0.01%75 00.0% — 不变
WFC WELLS FARGO & CO $1.32万0.01%160 00.0% — 不变
RMBS RAMBUS INC DEL $1.31万0.01%99 00.0% — 不变
KNG FIRST TR EXCHANGE-TRADED FD $1.31万0.01%260 00.0% — 不变
PFXF VANECK ETF TRUST $1.31万0.01%735 00.0% — 不变
DVN DEVON ENERGY CORP NEW $1.30万0.01%314 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $1.28万0.01%141 00.0% — 不变
VMI VALMONT INDS INC $1.27万0.01%22 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $1.27万0.01%153 00.0% — 不变
KMB KIMBERLY-CLARK CORP $1.26万0.01%115 109.5% $1,098 加仓
WDAY WORKDAY INC $1.26万0.01%103 -5-4.6% -$612 减仓
SOLS SOLSTICE ADVANCED MATLS INC $1.26万0.01%142 00.0% — 不变
VTIP VANGUARD MALVERN FDS $1.25万0.01%249 31.2% $151 加仓
URA GLOBAL X FDS $1.23万0.01%282 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $1.22万0.01%134 00.0% — 不变
PTLC PACER FDS TR $1.22万0.01%209 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $1.21万0.01%355 -380-51.7% -$1.29万 减仓
XEXGX EATON VANCE TAX-MANAGED GLOB $1.20万0.01%1,225 1,225— $1.20万 新建仓
IQLT ISHARES TR $1.19万0.01%240 00.0% — 不变
ARW ARROW ELECTRS INC $1.17万0.01%55 00.0% — 不变
— NEXTERA ENERGY INC $1.17万0.01%220 00.0% — 不变
SNA SNAP ON INC $1.17万0.01%29 00.0% — 不变
CHDN CHURCHILL DOWNS INC $1.17万0.01%130 00.0% — 不变
ZWS ZURN ELKAY WATER SOLNS CORP $1.14万0.01%226 00.0% — 不变
AAON AAON INC $1.14万0.01%90 -1-1.1% -$127 减仓
ED CONSOLIDATED EDISON INC $1.13万0.01%102 00.0% — 不变
NOBL PROSHARES TR $1.12万0.01%200 00.0% — 不变
BWA BORGWARNER INC $1.12万0.01%168 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $1.11万0.01%500 00.0% — 不变
USXF ISHARES TR $1.11万0.01%160 00.0% — 不变
COWZ PACER FDS TR $1.09万0.01%176 00.0% — 不变
TJX TJX COS INC NEW $1.09万0.01%72 710.8% $1,060 加仓
DRI DARDEN RESTAURANTS INC $1.09万0.01%53 00.0% — 不变
WDC WESTERN DIGITAL CORP $1.09万0.00%17 213.3% $1,278 加仓
CARR CARRIER GLOBAL CORPORATION $1.08万0.00%147 00.0% — 不变
HXL HEXCEL CORP NEW $1.07万0.00%107 00.0% — 不变
DAL DELTA AIR LINES INC $1.06万0.00%113 1818.9% $1,686 加仓
MFC MANULIFE FINL CORP $1.05万0.00%260 00.0% — 不变
— EATON VANCE CALIF MUN INCOM $1.05万0.00%1,000 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $1.05万0.00%193 00.0% — 不变
EQIX EQUINIX INC $1.04万0.00%10 00.0% — 不变
LPLA LPL FINL HLDGS INC $1.04万0.00%37 00.0% — 不变
CRUS CIRRUS LOGIC INC $1.04万0.00%70 00.0% — 不变
BDX BECTON DICKINSON & CO $1.03万0.00%68 00.0% — 不变
EMGF ISHARES INC $1.03万0.00%140 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $1.02万0.00%916 00.0% — 不变
RKLB ROCKET LAB CORP $1.02万0.00%100 00.0% — 不变
USHY ISHARES TR $1.01万0.00%272 00.0% — 不变
HLI HOULIHAN LOKEY INC $1.01万0.00%75 00.0% — 不变
GFS GLOBALFOUNDRIES INC $1.01万0.00%122 122— $1.01万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $1.00万0.00%20 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $9,9520.00%251 10.4% $40 加仓
NXT NEXTPOWER INC $9,8890.00%83 -50-37.6% -$5,957 减仓
AZN ASTRAZENECA PLC $9,8610.00%52 00.0% — 不变