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
LVS LAS VEGAS SANDS CORP $2,4020.00%52 00.0% — 不变
ZTS ZOETIS INC $2,3720.00%33 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $2,3680.00%7 00.0% — 不变
FSLR FIRST SOLAR INC $2,3600.00%10 00.0% — 不变
AVAV AEROVIRONMENT INC $2,3110.00%14 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $2,2960.00%5 00.0% — 不变
MMSI MERIT MED SYS INC $2,2890.00%33 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $2,2770.00%77 00.0% — 不变
MCO MOODYS CORP $2,2650.00%5 00.0% — 不变
AEE AMEREN CORP $2,2610.00%20 00.0% — 不变
VTRS VIATRIS INC $2,2600.00%142 107305.7% $1,703 加仓
CPRT COPART INC $2,2560.00%80 60300.0% $1,692 加仓
ESTC ELASTIC N V $2,1670.00%38 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $2,1530.00%25 00.0% — 不变
ROST ROSS STORES INC $2,1290.00%10 00.0% — 不变
GD GENERAL DYNAMICS CORP $2,1260.00%6 00.0% — 不变
CDW CDW CORP $2,1100.00%15 00.0% — 不变
ITRI ITRON INC $2,0770.00%24 00.0% — 不变
BTZ BLACKROCK CR ALLOCATION $2,0440.00%200 00.0% — 不变
PYPL PAYPAL HLDGS INC $2,0300.00%47 12.2% $43 加仓
TEL TE CONNECTIVITY PLC $2,0170.00%10 00.0% — 不变
SONY SONY GROUP CORP $2,0060.00%100 00.0% — 不变
STEP STEPSTONE GROUP INC $1,9860.00%48 00.0% — 不变
FLRN SPDR SERIES TRUST $1,9750.00%64 00.0% — 不变
APA APA CORPORATION $1,9550.00%60 00.0% — 不变
HCA HCA HEALTHCARE INC $1,9500.00%5 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $1,9230.00%20 00.0% — 不变
SO SOUTHERN CO $1,9150.00%20 -200-90.9% -$1.92万 减仓
— AXE COMPUTE INC $1,8950.00%250 250— $1,895 新建仓
IR INGERSOLL RAND INC $1,8860.00%23 00.0% — 不变
NPO ENPRO INC $1,8850.00%5 00.0% — 不变
MORN MORNINGSTAR INC $1,8730.00%12 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $1,8640.00%55 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC $1,8530.00%22 00.0% — 不变
XXI TWENTY ONE CAP INC $1,8420.00%372 00.0% — 不变
SPTL SPDR SERIES TRUST $1,8370.00%70 00.0% — 不变
IGV ISHARES TR $1,8120.00%20 20— $1,812 新建仓
SCHP SCHWAB STRATEGIC TR $1,8020.00%68 00.0% — 不变
AFL AFLAC INC $1,7590.00%15 00.0% — 不变
PYLD PIMCO ETF TR $1,7510.00%66 00.0% — 不变
OKE ONEOK INC NEW $1,7390.00%20 -15-42.9% -$1,304 减仓
ILDR FIRST TR EXCHNG TRADED FD VI $1,7270.00%44 00.0% — 不变
SHW SHERWIN WILLIAMS CO $1,7220.00%5 00.0% — 不变
VRNS VARONIS SYS INC $1,7210.00%41 00.0% — 不变
XJQCX NUVEEN CR STRATEGIES INCOME $1,7010.00%350 00.0% — 不变
MELI MERCADOLIBRE INC $1,6980.00%1 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $1,6820.00%22 00.0% — 不变
MDB MONGODB INC $1,6800.00%5 00.0% — 不变
CPAY CORPAY INC $1,6670.00%5 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1,6530.00%5 00.0% — 不变
HAS HASBRO INC $1,6520.00%20 00.0% — 不变
FPX FIRST TR EXCHANGE-TRADED FD $1,6500.00%8 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $1,6290.00%31 00.0% — 不变
SOLV SOLVENTUM CORP $1,6210.00%21 00.0% — 不变
WAB WABTEC $1,6180.00%6 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $1,6170.00%15 00.0% — 不变
FXI ISHARES TR $1,5800.00%50 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $1,5760.00%36 00.0% — 不变
NSC NORFOLK SOUTHN CORP $1,5730.00%5 00.0% — 不变
SHE SPDR SERIES TRUST $1,5450.00%10 00.0% — 不变
FDIS FIDELITY COVINGTON TRUST $1,5430.00%15 00.0% — 不变
SAP SAP SE $1,5420.00%10 00.0% — 不变
INVH INVITATION HOMES INC $1,5110.00%50 00.0% — 不变
PFLT PENNANTPARK FLOATING RATE CA $1,4960.00%200 200— $1,496 新建仓
OMFS INVESCO EXCH TRD SLF IDX FD $1,4940.00%28 00.0% — 不变
TPR TAPESTRY INC $1,4640.00%10 00.0% — 不变
OMC OMNICOM GROUP INC $1,4570.00%20 00.0% — 不变
ES EVERSOURCE ENERGY $1,4460.00%20 00.0% — 不变
— ISHARES TR $1,4310.00%16 00.0% — 不变
IEUR ISHARES TR $1,4290.00%19 00.0% — 不变
— SMITH DOUGLAS HOMES CORP $1,3990.00%90 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1,3910.00%10 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $1,3820.00%15 00.0% — 不变
MNDY MONDAY COM LTD $1,3760.00%19 00.0% — 不变
LEN LENNAR CORP $1,3580.00%15 00.0% — 不变
CWST CASELLA WASTE SYS INC $1,3580.00%14 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1,3490.00%21 00.0% — 不变
TRGP TARGA RES CORP $1,3410.00%5 00.0% — 不变
NU NU HLDGS LTD $1,3360.00%100 100— $1,336 新建仓
AON AON PLC $1,3270.00%4 00.0% — 不变
NIO NIO INC $1,3260.00%262 -1,000-79.2% -$5,061 减仓
— OMEGA FLEX INC $1,3190.00%42 -2-4.5% -$63 减仓
— ALPS ETF TR $1,3110.00%37 00.0% — 不变
LCTX LINEAGE CELL THERAPEUTICS IN $1,3100.00%1,000 00.0% — 不变
IT GARTNER INC $1,2970.00%10 10— $1,297 新建仓
CLSK CLEANSPARK INC $1,2950.00%89 00.0% — 不变
— TORTOISE CAPITAL SERIES TRUS $1,2900.00%25 00.0% — 不变
AIS TIDAL TRUST III $1,2800.00%15 15— $1,280 新建仓
RUM RUM GROUP INC $1,2680.00%200 -400-66.7% -$2,536 减仓
PLNT PLANET FITNESS MASTER ISSUER $1,2530.00%24 00.0% — 不变
FAX ABRDN ASIA PACIFIC INCOME FU $1,2210.00%83 00.0% — 不变
DLTR DOLLAR TREE INC $1,2100.00%10 00.0% — 不变
AMJB JPMORGAN CHASE FINL CO LLC $1,2080.00%35 00.0% — 不变
ERIE ERIE INDTY CO $1,1990.00%5 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $1,1940.00%20 317.6% $179 加仓
ALL ALLSTATE CORP $1,1900.00%5 00.0% — 不变
GRMN GARMIN LTD $1,1880.00%5 5— $1,188 新建仓
RGTI RIGETTI COMPUTING INC $1,1600.00%60 00.0% — 不变
CNM CORE & MAIN INC $1,1580.00%24 00.0% — 不变
EFV ISHARES TR $1,1490.00%15 -22-59.5% -$1,685 减仓