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 |
|---|---|---|---|---|---|---|---|---|
| ROL | ROLLINS INC | $5,128 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $5,110 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW | $5,088 | 0.00% | 160 | 160 | — | $5,088 | 新建仓 |
| REET | ISHARES TR | $5,030 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $5,008 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $4,973 | 0.00% | 450 | -906 | -66.8% | -$1.00万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $4,929 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $4,892 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $4,865 | 0.00% | 144 | -1 | -0.7% | -$34 | 减仓 |
| — | WHITESTONE REIT | $4,845 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4,840 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $4,830 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $4,808 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4,803 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4,792 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $4,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $4,701 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $4,683 | 0.00% | 50 | 50 | — | $4,683 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $4,680 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $4,605 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $4,509 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $4,505 | 0.00% | 14 | 14 | — | $4,505 | 新建仓 |
| ESAB | ESAB CORPORATION | $4,447 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $4,443 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $4,408 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,392 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $4,377 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4,369 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $4,326 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $4,326 | 0.00% | 25 | 25 | — | $4,326 | 新建仓 |
| EFX | EQUIFAX INC | $4,322 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $4,292 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $4,290 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $4,285 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $4,276 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $4,267 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC | $4,216 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $4,211 | 0.00% | 1 | -1 | -50.0% | -$4,211 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $4,209 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $4,204 | 0.00% | 80 | 80 | — | $4,204 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,160 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $4,086 | 0.00% | 50 | -71 | -58.7% | -$5,802 | 减仓 |
| IWS | ISHARES TR | $4,081 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $4,058 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $4,057 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $4,054 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $4,025 | 0.00% | 49 | 17 | 53.1% | $1,396 | 加仓 |
| CI | THE CIGNA GROUP | $4,002 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $4,002 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $3,994 | 0.00% | 88 | 88 | — | $3,994 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $3,978 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $3,969 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $3,951 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $3,939 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $3,937 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $3,936 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $3,935 | 0.00% | 62 | 22 | 55.0% | $1,396 | 加仓 |
| PTLO | PORTILLOS INC | $3,920 | 0.00% | 741 | -224 | -23.2% | -$1,185 | 减仓 |
| ZTS | ZOETIS INC | $3,901 | 0.00% | 33 | -2 | -5.7% | -$236 | 减仓 |
| FCN | FTI CONSULTING INC | $3,889 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3,877 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $3,864 | 0.00% | 76 | 76 | — | $3,864 | 新建仓 |
| PPL | PPL CORP | $3,820 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $3,750 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $3,714 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $3,714 | 0.00% | 76 | 76 | — | $3,714 | 新建仓 |
| IWV | ISHARES TR | $3,707 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $3,689 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3,665 | 0.00% | 29 | 9 | 45.0% | $1,137 | 加仓 |
| ARKK | ARK ETF TR | $3,650 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,647 | 0.00% | 61 | 61 | — | $3,647 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $3,622 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $3,517 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $3,516 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $3,507 | 0.00% | 38 | 38 | — | $3,507 | 新建仓 |
| DIOD | DIODES INC | $3,482 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3,469 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DFH | DREAM FINDERS HOMES INC | $3,467 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $3,466 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $3,448 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $3,443 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $3,442 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $3,428 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $3,424 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3,403 | 0.00% | 8 | -929 | -99.1% | -$39.52万 | 减仓 |
| TRMB | TRIMBLE INC | $3,392 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $3,378 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $3,300 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3,283 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,281 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $3,281 | 0.00% | 33 | 14 | 73.7% | $1,392 | 加仓 |
| DGRO | ISHARES TR | $3,229 | 0.00% | 46 | -22 | -32.4% | -$1,544 | 减仓 |
| ENSG | ENSIGN GROUP INC | $3,224 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $3,215 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $3,209 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $3,164 | 0.00% | 35 | 5 | 16.7% | $452 | 加仓 |
| MTUM | ISHARES TR | $3,120 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $3,113 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $3,091 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC | $3,060 | 0.00% | 600 | 200 | 50.0% | $1,020 | 加仓 |