WOLFF WIESE MAGANA LLC
CARSLBAD CA · SEC CIK 0001832097
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MSA | MSA SAFETY INC | $3,667 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $3,655 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP | $3,651 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,644 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $3,635 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $3,626 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $3,576 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $3,560 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3,527 | 0.00% | 20 | -9 | -31.0% | -$1,587 | 减仓 |
| LSTR | LANDSTAR SYS INC | $3,516 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $3,504 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $3,489 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3,487 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $3,486 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $3,477 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $3,476 | 0.00% | 110 | 22 | 25.0% | $695 | 加仓 |
| SHAK | SHAKE SHACK INC | $3,474 | 0.00% | 62 | -204 | -76.7% | -$1.14万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $3,474 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $3,471 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | BLAIZE HLDGS INC | $3,450 | 0.00% | 2,500 | 2,500 | — | $3,450 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $3,444 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $3,438 | 0.00% | 260 | 180 | 225.0% | $2,380 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $3,400 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,385 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $3,384 | 0.00% | 40 | 40 | — | $3,384 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $3,370 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3,334 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,322 | 0.00% | 22 | 22 | — | $3,322 | 新建仓 |
| PSMT | PRICESMART INC | $3,321 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $3,308 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $3,285 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $3,259 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $3,244 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $3,238 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $3,224 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $3,196 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ENVOY MEDICAL INC | $3,168 | 0.00% | 4,000 | 4,000 | — | $3,168 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $3,118 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $3,115 | 0.00% | 53 | 20 | 60.6% | $1,175 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $3,107 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $3,102 | 0.00% | 101 | 101 | — | $3,102 | 新建仓 |
| NRC | NRC HEALTH | $3,085 | 0.00% | 143 | 64 | 81.0% | $1,381 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,069 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $3,064 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3,001 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $2,986 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2,971 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $2,969 | 0.00% | 133 | 32 | 31.7% | $714 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $2,964 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $2,962 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2,950 | 0.00% | 30 | 20 | 200.0% | $1,967 | 重新持有 |
| QUBT | QUANTUM COMPUTING INC | $2,920 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| GOLD | GOLD COM INC | $2,913 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $2,873 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP | $2,841 | 0.00% | 333 | 333 | — | $2,841 | 新建仓 |
| ONON | ON HLDG AG | $2,834 | 0.00% | 80 | -4,025 | -98.1% | -$14.26万 | 减仓 |
| L | LOEWS CORP | $2,831 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $2,827 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2,815 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $2,813 | 0.00% | 172 | -114 | -39.9% | -$1,864 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,811 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $2,790 | 0.00% | 42 | 25 | 147.1% | $1,661 | 加仓 |
| CRBN | ISHARES TR | $2,783 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $2,758 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $2,754 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $2,749 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC | $2,724 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $2,719 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $2,699 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $2,682 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2,666 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $2,662 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $2,648 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $2,637 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $2,602 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $2,581 | 0.00% | 27 | 12 | 80.0% | $1,147 | 加仓 |
| PRKS | UNITED PARKS & RESORTS INC | $2,578 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2,575 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2,568 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $2,565 | 0.00% | 541 | -200 | -27.0% | -$948 | 减仓 |
| ENSG | ENSIGN GROUP INC | $2,565 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2,557 | 0.00% | 71 | 52 | 273.7% | $1,873 | 加仓 |
| SCUS | SCHWAB STRATEGIC TR | $2,543 | 0.00% | 101 | 1 | 1.0% | $25 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,518 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $2,511 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $2,495 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $2,491 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2,477 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $2,471 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $2,465 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $2,463 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $2,456 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $2,452 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $2,437 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $2,420 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JSML | JANUS DETROIT STR TR | $2,419 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $2,418 | 0.00% | 78 | 78 | — | $2,418 | 新建仓 |
| CHWY | CHEWY INC | $2,417 | 0.00% | 123 | 30 | 32.3% | $590 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2,412 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2,403 | 0.00% | 20 | 0 | 0.0% | — | 不变 |