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
ADBE ADOBE INC $9,8410.00%48 -8-14.3% -$1,640 减仓
LIT GLOBAL X FDS $9,7850.00%125 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $9,7840.00%125 00.0% — 不变
ASTS AST SPACEMOBILE INC $9,7750.00%110 -26-19.1% -$2,310 减仓
BFS SAUL CTRS INC $9,7590.00%261 00.0% — 不变
MAIN MAIN STR CAP CORP $9,7020.00%187 00.0% — 不变
VB VANGUARD INDEX FDS $9,7000.00%32 00.0% — 不变
TMFC RBB FD INC $9,6730.00%127 127— $9,673 新建仓
Q QNITY ELECTRONICS INC $9,6450.00%59 00.0% — 不变
IDXX IDEXX LABS INC $9,4760.00%18 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $9,4600.00%735 00.0% — 不变
— NUVEEN CALIFORNIA MUNI VLU F $9,3300.00%1,000 00.0% — 不变
GM GENERAL MTRS CO $9,3130.00%121 00.0% — 不变
DHI D R HORTON INC $9,2850.00%57 00.0% — 不变
COIN COINBASE GLOBAL INC $9,2100.00%63 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $9,1670.00%67 -30-30.9% -$4,105 减仓
HEZU ISHARES TR $9,1280.00%182 00.0% — 不变
MIDD MIDDLEBY CORP $9,1170.00%53 00.0% — 不变
TD TORONTO DOMINION BK ONT $9,1080.00%75 00.0% — 不变
XLE SELECT SECTOR SPDR TR $9,0700.00%171 -3-1.7% -$159 减仓
GME GAMESTOP CORP $9,0530.00%410 00.0% — 不变
QBTS D-WAVE QUANTUM INC $9,0450.00%377 377— $9,045 新建仓
HEFA ISHARES TR $9,0100.00%192 00.0% — 不变
SFBS SERVISFIRST BANCSHARES INC $8,9360.00%103 -1-1.0% -$87 减仓
NRG NRG ENERGY INC $8,9100.00%61 00.0% — 不变
GOOD GLADSTONE COMMERCIAL CORP $8,8810.00%722 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $8,7990.00%300 3513.2% $1,027 加仓
EVRG EVERGY INC $8,7300.00%101 101— $8,730 新建仓
— AVALONBAY CMNTYS INC $8,6800.00%46 00.0% — 不变
HLN HALEON PLC $8,5470.00%916 00.0% — 不变
STT STATE STR CORP $8,4800.00%50 00.0% — 不变
WGS GENEDX HOLDINGS CORP $8,3760.00%122 00.0% — 不变
SMMV ISHARES TR $8,2880.00%180 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $8,2820.00%29 00.0% — 不变
NMAX NEWSMAX INC $8,2800.00%1,000 -1,100-52.4% -$9,108 减仓
AMDL GRANITESHARES ETF TR $8,2750.00%100 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC $8,1200.00%610 -1,220-66.7% -$1.62万 减仓
AVY AVERY DENNISON CORP $8,1180.00%50 00.0% — 不变
FITB FIFTH THIRD BANCORP $8,1180.00%144 00.0% — 不变
BSV VANGUARD BD INDEX FDS $8,0250.00%103 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $8,0080.00%92 -32-25.8% -$2,785 减仓
BTE BAYTEX ENERGY CORP $8,0000.00%2,000 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $7,9210.00%67 -173-72.1% -$2.05万 减仓
EXP EAGLE MATLS INC $7,8750.00%35 00.0% — 不变
TFIN TRIUMPH FINANCIAL INC $7,8600.00%103 -2-1.9% -$153 减仓
PFF ISHARES TR $7,7750.00%255 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $7,7710.00%64 00.0% — 不变
ING ING GROEP N.V. $7,7510.00%247 00.0% — 不变
WTFC WINTRUST FINL CORP $7,7150.00%48 00.0% — 不变
RBA RB GLOBAL INC $7,6860.00%66 00.0% — 不变
FTNT FORTINET INC $7,6810.00%50 00.0% — 不变
KKR KKR & CO INC $7,5260.00%82 00.0% — 不变
SHY ISHARES TR $7,5140.00%92 00.0% — 不变
OLMA OLEMA PHARMACEUTICALS INC $7,5060.00%600 00.0% — 不变
ALH ALLIANCE LAUNDRY HLDGS INC $7,4530.00%281 00.0% — 不变
VO VANGUARD INDEX FDS $7,4130.00%92 00.0% — 不变
MAR MARRIOTT INTL INC NEW $7,4120.00%20 00.0% — 不变
FTSL FIRST TR EXCHANGE-TRADED FD $7,3720.00%165 31.9% $134 加仓
CSX CSX CORP $7,2730.00%153 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $7,2560.00%155 00.0% — 不变
APP APPLOVIN CORP $7,2140.00%14 11366.7% $5,668 重新持有
WRB BERKLEY W R CORP $7,1240.00%101 00.0% — 不变
TTC TORO CO $7,1120.00%73 00.0% — 不变
EIX EDISON INTL $7,0730.00%95 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $7,0370.00%24 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP $7,0370.00%46 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $7,0360.00%254 -36-12.4% -$997 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $7,0000.00%28 -1-3.4% -$250 减仓
LPG DORIAN LPG LTD $6,9560.00%200 00.0% — 不变
DXJ WISDOMTREE TR $6,9410.00%40 00.0% — 不变
BOX BOX INC $6,8740.00%259 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $6,8260.00%59 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $6,7990.00%140 00.0% — 不变
SPIB SPDR SERIES TRUST $6,7590.00%202 00.0% — 不变
BIO BIO RAD LABS INC $6,7540.00%23 00.0% — 不变
APPF APPFOLIO INC $6,7350.00%42 -1-2.3% -$160 减仓
AVEX AEVEX CORP $6,6850.00%320 320— $6,685 新建仓
ULS UL SOLUTIONS INC $6,6210.00%65 00.0% — 不变
QTUM ETF SER SOLUTIONS $6,6160.00%40 00.0% — 不变
INDA ISHARES TR $6,5690.00%133 00.0% — 不变
PGR PROGRESSIVE CORP $6,5540.00%30 00.0% — 不变
AGNC AGNC INVT CORP $6,5400.00%600 00.0% — 不变
SPSM SPDR SERIES TRUST $6,5170.00%113 00.0% — 不变
MAS MASCO CORP $6,5100.00%80 00.0% — 不变
SON SONOCO PRODS CO $6,4810.00%115 00.0% — 不变
QS QUANTUMSCAPE CORP $6,4260.00%850 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6,4120.00%79 00.0% — 不变
EPAC ENERPAC TOOL GROUP CORP $6,3840.00%178 -5-2.7% -$179 减仓
— GRAYSCALE ETHEREUM STAKING E $6,3800.00%500 00.0% — 不变
KNSL KINSALE CAP GROUP INC $6,2670.00%19 318.8% $990 加仓
JOBY JOBY AVIATION INC $6,2440.00%700 00.0% — 不变
ARES ARES MANAGEMENT CORPORATION $6,2340.00%56 00.0% — 不变
PJT PJT PARTNERS INC $6,1890.00%41 00.0% — 不变
XLI SELECT SECTOR SPDR TR $6,1130.00%33 00.0% — 不变
RJF RAYMOND JAMES FINL INC $6,0820.00%40 00.0% — 不变
NDSN NORDSON CORP $6,0340.00%20 00.0% — 不变
GLTR ABRDN PRECIOUS METALS BASKET $5,9780.00%33 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $5,9670.00%158 00.0% — 不变
CL COLGATE PALMOLIVE CO $5,9600.00%65 00.0% — 不变
IHI ISHARES TR $5,9300.00%120 00.0% — 不变