13F 机构持仓

WOLFF WIESE MAGANA LLC

CARSLBAD CA · SEC CIK 0001832097

2026Q22026Q1 更早 9 个季度 🔒
$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
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

NVDA 3.8%
IJR 2.7%
MSFT 2.6%
AVGO 2.3%
AAPL 2.3%
ABBV 2.3%
V 2.2%
AMGN 2.2%
VNQ 2.1%
JPM 2.0%

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
MELI MERCADOLIBRE INC $1,7300.00%1 1— $1,730 新建仓
PYLD PIMCO ETF TR $1,7300.00%66 66— $1,730 新建仓
SAP SAP SE $1,7130.00%10 00.0% — 不变
XJQCX NUVEEN CR STRATEGIES INCOME $1,7050.00%350 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $1,6900.00%17 00.0% — 不变
CGNX COGNEX CORP $1,6660.00%34 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $1,6570.00%55 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $1,6470.00%15 15— $1,647 新建仓
AFL AFLAC INC $1,6460.00%15 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $1,6230.00%31 00.0% — 不变
SHW SHERWIN WILLIAMS CO $1,6030.00%5 00.0% — 不变
LCTX LINEAGE CELL THERAPEUTICS IN $1,5800.00%1,000 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,5340.00%25 1066.7% $614 加仓
TNL TRAVEL PLUS LEISURE CO $1,5230.00%22 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1,5210.00%5 00.0% — 不变
OMC OMNICOM GROUP INC $1,5070.00%20 00.0% — 不变
WAB WABTEC $1,5000.00%6 -1-14.3% -$250 减仓
STZ CONSTELLATION BRANDS INC $1,5000.00%10 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1,4990.00%21 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $1,4830.00%36 00.0% — 不变
CME CME GROUP INC $1,4770.00%5 00.0% — 不变
CPAY CORPAY INC $1,4550.00%5 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1,4500.00%20 00.0% — 不变
IRMD IRADIMED CORP $1,4440.00%15 15— $1,444 新建仓
NSC NORFOLK SOUTHN CORP $1,4350.00%5 00.0% — 不变
TPR TAPESTRY INC $1,4120.00%10 00.0% — 不变
FDIS FIDELITY COVINGTON TRUST $1,3990.00%15 00.0% — 不变
ES EVERSOURCE ENERGY $1,3860.00%20 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $1,3850.00%15 00.0% — 不变
SOLV SOLVENTUM CORP $1,3720.00%21 00.0% — 不变
— OMEGA FLEX INC $1,3660.00%44 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1,3520.00%15 00.0% — 不变
— ISHARES TR $1,3440.00%16 00.0% — 不变
NRC NATIONAL RESH CORP $1,3420.00%79 00.0% — 不变
IEUR ISHARES TR $1,3360.00%19 00.0% — 不变
MNDY MONDAY COM LTD $1,3140.00%19 00.0% — 不变
ILDR FIRST TR EXCHNG TRADED FD VI $1,3110.00%44 00.0% — 不变
CNC CENTENE CORP DEL $1,3100.00%40 00.0% — 不变
LEN LENNAR CORP $1,3030.00%15 00.0% — 不变
AON AON PLC $1,2920.00%4 00.0% — 不变
SHE SPDR SERIES TRUST $1,2790.00%10 00.0% — 不变
PWP PERELLA WEINBERG PARTNERS $1,2720.00%70 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $1,2710.00%8 00.0% — 不变
OMFS INVESCO EXCH TRD SLF IDX FD $1,2680.00%28 00.0% — 不变
— TORTOISE CAPITAL SERIES TRUS $1,2610.00%25 00.0% — 不变
ERIE ERIE INDTY CO $1,2570.00%5 5— $1,257 新建仓
TRGP TARGA RES CORP $1,2540.00%5 -694-99.3% -$17.41万 减仓
NPO ENPRO INC $1,2540.00%5 00.0% — 不变
INVH INVITATION HOMES INC $1,2430.00%50 40400.0% $994 重新持有
— ALPS ETF TR $1,2400.00%37 00.0% — 不变
MDB MONGODB INC $1,2240.00%5 00.0% — 不变
AMDL GRANITESHARES ETF TR $1,2210.00%100 00.0% — 不变
CCI CROWN CASTLE INC $1,2200.00%15 -18-54.5% -$1,464 重新持有
AMJB JPMORGAN CHASE FINL CO LLC $1,2100.00%35 35— $1,210 新建仓
FAX ABRDN ASIA PACIFIC INCOME FU $1,1970.00%83 00.0% — 不变
CNM CORE & MAIN INC $1,1860.00%24 00.0% — 不变
BL BLACKLINE INC $1,1840.00%32 00.0% — 不变
HWM HOWMET AEROSPACE INC $1,1530.00%5 00.0% — 不变
— SMITH DOUGLAS HOMES CORP $1,1520.00%90 00.0% — 不变
PSN PARSONS CORP DEL $1,1380.00%21 00.0% — 不变
CHE CHEMED CORP NEW $1,1340.00%3 -3-50.0% -$1,134 减仓
ETR ENTERGY CORP NEW $1,1240.00%10 00.0% — 不变
CWST CASELLA WASTE SYS INC $1,1110.00%14 00.0% — 不变
DLTR DOLLAR TREE INC $1,0960.00%10 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $1,0800.00%5 5— $1,080 新建仓
ALL ALLSTATE CORP $1,0370.00%5 00.0% — 不变
PDO PIMCO DYNAMIC INCOME OPRNTS $1,0350.00%80 00.0% — 不变
TSN TYSON FOODS INC $1,0260.00%16 00.0% — 不变
BITO PROSHARES TR $9530.00%102 00.0% — 不变
DDOG DATADOG INC $9450.00%8 -2-20.0% -$236 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $9450.00%16 00.0% — 不变
USFD US FOODS HLDG CORP $9230.00%10 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $9190.00%17 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $9180.00%20 20— $918 新建仓
BIIB BIOGEN INC $9170.00%5 00.0% — 不变
VBK VANGUARD INDEX FDS $9070.00%3 3— $907 新建仓
STLD STEEL DYNAMICS INC $9000.00%5 00.0% — 不变
VRNS VARONIS SYS INC $8810.00%41 00.0% — 不变
AGZ ISHARES TR $8780.00%8 00.0% — 不变
SLYG SPDR SERIES TRUST $8700.00%9 9— $870 新建仓
MSI MOTOROLA SOLUTIONS INC $8680.00%2 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $8570.00%16 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $8530.00%57 00.0% — 不变
RGTI RIGETTI COMPUTING INC $8430.00%60 00.0% — 不变
CTVA CORTEVA INC $8380.00%10 00.0% — 不变
GDDY GODADDY INC $8270.00%10 5100.0% $414 加仓
GENI GENIUS SPORTS LIMITED $7930.00%179 00.0% — 不变
CMS CMS ENERGY CORP $7760.00%10 00.0% — 不变
WING WINGSTOP INC $7750.00%5 00.0% — 不变
NTLA INTELLIA THERAPEUTICS INC $7700.00%60 00.0% — 不变
DVA DAVITA INC $7690.00%5 5— $769 新建仓
FE FIRSTENERGY CORP $7600.00%15 00.0% — 不变
CLSK CLEANSPARK INC $7580.00%89 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $7270.00%10 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $7260.00%10 00.0% — 不变
NVEC NVE CORP $7210.00%11 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $7110.00%10 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $7040.00%19 19— $704 新建仓
PCG PG&E CORP $7030.00%40 00.0% — 不变
SOUN SOUNDHOUND AI INC $6870.00%100 100— $687 新建仓