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
BTSG BRIGHTSPRING HEALTH SVCS INC $5,9280.00%85 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS $5,9200.00%77 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $5,9200.00%250 00.0% — 不变
AXSM AXSOME THERAPEUTICS INC. $5,8750.00%24 00.0% — 不变
DBEF DBX ETF TR $5,8460.00%107 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $5,8400.00%99 00.0% — 不变
DD DUPONT DE NEMOURS INC $5,8330.00%43 -87-66.9% -$1.18万 减仓
SBAC SBA COMMUNICATIONS CORP $5,8240.00%33 00.0% — 不变
TER TERADYNE INC $5,8070.00%12 12— $5,807 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $5,8010.00%15 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $5,7710.00%217 217— $5,771 新建仓
UDR UDR INC $5,7490.00%144 00.0% — 不变
TDIV FIRST TR EXCHANGE TRADED FD $5,7440.00%50 00.0% — 不变
ARMK ARAMARK $5,6900.00%100 00.0% — 不变
— WHITESTONE REIT $5,6880.00%300 00.0% — 不变
IAU ISHARES GOLD TR $5,6640.00%75 00.0% — 不变
AMLP ALPS ETF TR $5,6520.00%109 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $5,5930.00%260 00.0% — 不变
DIOD DIODES INC $5,5820.00%51 00.0% — 不变
— ELECTRONIC ARTS INC $5,5370.00%27 00.0% — 不变
REET ISHARES TR $5,5240.00%200 00.0% — 不变
XE X-ENERGY INC $5,5080.00%300 300— $5,508 新建仓
HPQ HP INC $5,4850.00%250 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $5,4540.00%100 00.0% — 不变
FORM FORMFACTOR INC $5,4380.00%34 34— $5,438 新建仓
PSA PUBLIC STORAGE $5,4120.00%17 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $5,3990.00%17 -5-22.7% -$1,588 减仓
QGEN QIAGEN NV $5,3960.00%138 00.0% — 不变
SPHY SPDR SERIES TRUST $5,3680.00%229 00.0% — 不变
USPH U S PHYSICAL THERAPY $5,3580.00%78 00.0% — 不变
ALLE ALLEGION PLC $5,3390.00%38 00.0% — 不变
GTY GETTY RLTY CORP NEW $5,3380.00%160 00.0% — 不变
ADC AGREE RLTY CORP $5,3020.00%70 00.0% — 不变
DXC DXC TECHNOLOGY CO $5,2310.00%591 00.0% — 不变
DEO DIAGEO PLC $5,2250.00%65 00.0% — 不变
POWL POWELL INDS INC $5,1550.00%18 -30-62.5% -$8,592 减仓
VOE VANGUARD INDEX FDS $5,1380.00%26 00.0% — 不变
TBBB BBB FOODS INC $5,0840.00%122 4660.5% $1,917 加仓
SAIA SAIA INC $5,0540.00%12 00.0% — 不变
BND VANGUARD BD INDEX FDS $4,9920.00%68 00.0% — 不变
RWR SPDR SERIES TRUST $4,9710.00%44 00.0% — 不变
PGX INVESCO EXCH TRADED FD TR II $4,9110.00%453 00.0% — 不变
DMXF ISHARES TR $4,9070.00%58 00.0% — 不变
— GLOBAL X FDS $4,8990.00%127 00.0% — 不变
TGT TARGET CORP $4,8610.00%37 1785.0% $2,233 加仓
PPG PPG INDS INC $4,8520.00%40 00.0% — 不变
AIG AMERICAN INTL GROUP INC $4,8450.00%65 00.0% — 不变
BLLN BILLIONTOONE INC $4,8000.00%40 40— $4,800 新建仓
OMFL INVESCO EXCH TRD SLF IDX FD $4,7980.00%70 00.0% — 不变
FCOM FIDELITY COVINGTON TRUST $4,7950.00%69 00.0% — 不变
— PROSHARES TR $4,7910.00%100 00.0% — 不变
SMR NUSCALE PWR CORP $4,7650.00%475 -25-5.0% -$251 减仓
VGK VANGUARD INTL EQUITY INDEX F $4,6930.00%53 00.0% — 不变
DDOG DATADOG INC $4,6870.00%18 10125.0% $2,604 加仓
ARKQ ARK ETF TR $4,6280.00%35 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $4,6200.00%1,000 00.0% — 不变
IWS ISHARES TR $4,6090.00%28 00.0% — 不变
IBP INSTALLED BLDG PRODS INC $4,5970.00%20 533.3% $1,149 加仓
ATMU ATMUS FILTRATION TECHNOLOGIE $4,5900.00%90 00.0% — 不变
WSO WATSCO INC $4,5850.00%11 00.0% — 不变
LII LENNOX INTL INC $4,5840.00%8 00.0% — 不变
IREN IREN LIMITED $4,5730.00%100 00.0% — 不变
ESAB ESAB CORPORATION $4,5370.00%46 00.0% — 不变
ENFR ALPS ETF TR $4,4960.00%118 00.0% — 不变
VSAT VIASAT INC $4,4910.00%50 00.0% — 不变
HODL VANECK BITCOIN ETF $4,4690.00%269 00.0% — 不变
MTUM ISHARES TR $4,4570.00%13 00.0% — 不变
BKNG BOOKING HOLDINGS INC $4,4560.00%25 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $4,4390.00%57 00.0% — 不变
TTAN SERVICETITAN INC $4,3850.00%62 00.0% — 不变
EWJ ISHARES INC $4,3840.00%47 00.0% — 不变
OUST OUSTER INC $4,3770.00%70 70— $4,377 新建仓
ARKK ARK ETF TR $4,3650.00%54 00.0% — 不变
— ABRDN GLOBAL PREMIER PPTYS F $4,3340.00%366 -84-18.7% -$995 减仓
COO COOPER COS INC $4,3030.00%60 00.0% — 不变
DFH DREAM FINDERS HOMES INC $4,2980.00%249 00.0% — 不变
PTGX PROTAGONIST THERAPEUTICS INC $4,2910.00%35 00.0% — 不变
OSW ONESPAWORLD HOLDINGS LIMITED $4,2650.00%151 00.0% — 不变
IWV ISHARES TR $4,2640.00%10 00.0% — 不变
FIGS FIGS INC $4,1950.00%410 00.0% — 不变
CI THE CIGNA GROUP $4,1360.00%15 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $4,1190.00%167 00.0% — 不变
ICLN ISHARES TR $4,0980.00%200 200— $4,098 新建仓
AEVA AEVA TECHNOLOGIES INC $4,0210.00%140 140— $4,021 新建仓
SYY SYSCO CORP $4,0120.00%48 00.0% — 不变
ROL ROLLINS INC $4,0080.00%96 00.0% — 不变
— NEXTERA ENERGY INC $3,9760.00%80 00.0% — 不变
FCN FTI CONSULTING INC $3,8750.00%26 418.2% $596 加仓
JBL JABIL INC $3,8550.00%10 00.0% — 不变
NEAR ISHARES U S ETF TR $3,8510.00%76 00.0% — 不变
EGP EASTGROUP PPTYS INC $3,8490.00%19 00.0% — 不变
EFX EQUIFAX INC $3,8100.00%24 00.0% — 不变
NSSC NAPCO SEC TECHNOLOGIES INC $3,7980.00%100 00.0% — 不变
FHLC FIDELITY COVINGTON TRUST $3,7860.00%49 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3,7540.00%10 00.0% — 不变
VEEV VEEVA SYS INC $3,7270.00%21 -3,558-99.4% -$63.15万 减仓
VNLA JANUS DETROIT STR TR $3,7140.00%76 00.0% — 不变
DOW DOW HLDGS INC $3,6930.00%135 -999-88.1% -$2.73万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $3,6860.00%14 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3,6770.00%102 11.0% $36 加仓