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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $693.11万 | 3.82% | 39,742 | -2,314 | -5.5% | -$40.36万 | 减仓 |
| IJR | ISHARES TR | $491.99万 | 2.71% | 39,577 | 2,090 | 5.6% | $25.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $462.46万 | 2.55% | 12,493 | 231 | 1.9% | $8.55万 | 加仓 |
| AVGO | BROADCOM INC | $422.98万 | 2.33% | 13,666 | -1,915 | -12.3% | -$59.27万 | 减仓 |
| AAPL | APPLE INC | $419.52万 | 2.31% | 16,530 | 1,444 | 9.6% | $36.65万 | 加仓 |
| ABBV | ABBVIE INC | $413.05万 | 2.28% | 18,992 | 1,007 | 5.6% | $21.90万 | 加仓 |
| V | VISA INC | $398.23万 | 2.20% | 13,176 | 121 | 0.9% | $3.66万 | 加仓 |
| AMGN | AMGEN INC | $390.27万 | 2.15% | 11,092 | 829 | 8.1% | $29.17万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $386.86万 | 2.13% | 43,615 | -1,975 | -4.3% | -$17.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $364.32万 | 2.01% | 12,385 | 1,886 | 18.0% | $55.48万 | 加仓 |
| RTX | RTX CORPORATION | $347.46万 | 1.92% | 18,013 | 37 | 0.2% | $7,137 | 加仓 |
| CSCO | CISCO SYS INC | $338.60万 | 1.87% | 43,640 | 653 | 1.5% | $5.07万 | 加仓 |
| DVY | ISHARES TR | $335.22万 | 1.85% | 22,140 | -633 | -2.8% | -$9.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $331.10万 | 1.83% | 5,541 | 989 | 21.7% | $59.10万 | 加仓 |
| WMT | WALMART INC | $303.62万 | 1.68% | 24,430 | -332 | -1.3% | -$4.13万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $302.27万 | 1.67% | 9,993 | 87 | 0.9% | $2.63万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $291.09万 | 1.61% | 177,172 | 37,364 | 26.7% | $61.39万 | 加仓 |
| AMZN | AMAZON COM INC | $290.87万 | 1.61% | 13,966 | -823 | -5.6% | -$17.14万 | 减仓 |
| PEP | PEPSICO INC | $288.89万 | 1.59% | 18,603 | 643 | 3.6% | $9.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $280.24万 | 1.55% | 8,295 | -3,581 | -30.2% | -$120.98万 | 减仓 |
| MS | MORGAN STANLEY | $260.19万 | 1.44% | 15,810 | 445 | 2.9% | $7.32万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $244.81万 | 1.35% | 156,428 | 5,192 | 3.4% | $8.13万 | 加仓 |
| KO | COCA COLA CO | $244.36万 | 1.35% | 32,132 | 189 | 0.6% | $1.44万 | 加仓 |
| GLD | SPDR GOLD TR | $243.85万 | 1.35% | 5,667 | 2,370 | 71.9% | $101.98万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $239.97万 | 1.32% | 18,327 | 180 | 1.0% | $2.36万 | 加仓 |
| LLY | ELI LILLY & CO | $235.58万 | 1.30% | 2,561 | 141 | 5.8% | $12.97万 | 加仓 |
| MRK | MERCK & CO INC | $230.53万 | 1.27% | 19,164 | 595 | 3.2% | $7.16万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $220.53万 | 1.22% | 83,946 | 35,975 | 75.0% | $94.51万 | 加仓 |
| HD | HOME DEPOT INC | $213.39万 | 1.18% | 6,488 | 19 | 0.3% | $6,249 | 加仓 |
| UNP | UNION PAC CORP | $212.08万 | 1.17% | 8,741 | 155 | 1.8% | $3.76万 | 加仓 |
| GOOGL | ALPHABET INC | $212.08万 | 1.17% | 7,375 | -240 | -3.2% | -$6.90万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $211.91万 | 1.17% | 22,548 | 62 | 0.3% | $5,827 | 加仓 |
| ABT | ABBOTT LABORATORIES | $209.24万 | 1.15% | 20,380 | 365 | 1.8% | $3.75万 | 加仓 |
| META | META PLATFORMS INC | $200.58万 | 1.11% | 3,506 | 14 | 0.4% | $8,010 | 加仓 |
| IEFA | ISHARES TR | $197.97万 | 1.09% | 21,868 | 3,000 | 15.9% | $27.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $188.05万 | 1.04% | 55,685 | 13,146 | 30.9% | $44.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $185.69万 | 1.02% | 21,430 | 779 | 3.8% | $6.75万 | 加仓 |
| QCOM | QUALCOMM INC | $183.95万 | 1.02% | 14,284 | -198 | -1.4% | -$2.55万 | 减仓 |
| IJH | ISHARES TR | $179.08万 | 0.99% | 26,519 | 3,043 | 13.0% | $20.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.73万 | 0.93% | 2,579 | -580 | -18.4% | -$37.72万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $162.97万 | 0.90% | 16,266 | 6,232 | 62.1% | $62.44万 | 加仓 |
| MCD | MCDONALDS CORP | $148.95万 | 0.82% | 4,793 | 87 | 1.8% | $2.70万 | 加仓 |
| CB | CHUBB LTD SWITZ | $147.61万 | 0.81% | 4,529 | 4,524 | 90,480.0% | $147.45万 | 加仓 |
| MOAT | VANECK ETF TRUST | $142.86万 | 0.79% | 14,773 | -1,084 | -6.8% | -$10.48万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $140.78万 | 0.78% | 1,413 | 392 | 38.4% | $39.06万 | 加仓 |
| AMAT | APPLIED MATLS INC | $139.59万 | 0.77% | 4,084 | 144 | 3.7% | $4.92万 | 加仓 |
| ITOT | ISHARES TR | $136.06万 | 0.75% | 9,553 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $134.39万 | 0.74% | 1,553 | 15 | 1.0% | $1.30万 | 加仓 |
| PWR | QUANTA SVCS INC | $130.06万 | 0.72% | 2,369 | -264 | -10.0% | -$14.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $127.00万 | 0.70% | 2,200 | -121 | -5.2% | -$6.99万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $121.40万 | 0.67% | 8,405 | 177 | 2.2% | $2.56万 | 加仓 |
| KLAC | KLA CORP | $116.47万 | 0.64% | 791 | 391 | 97.8% | $57.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $113.53万 | 0.63% | 5,581 | 3,897 | 231.4% | $79.28万 | 加仓 |
| TSLA | TESLA INC | $111.79万 | 0.62% | 3,007 | 49 | 1.7% | $1.82万 | 加仓 |
| SGOL | ETFS GOLD TR | $107.18万 | 0.59% | 24,020 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $98.56万 | 0.54% | 3,473 | -1 | -0.0% | -$284 | 减仓 |
| WM | WASTE MGMT INC DEL | $95.11万 | 0.52% | 4,139 | -24 | -0.6% | -$5,515 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $92.52万 | 0.51% | 18,741 | -1,320 | -6.6% | -$6.52万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $89.55万 | 0.49% | 5,586 | 107 | 2.0% | $1.72万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $88.73万 | 0.49% | 18,045 | -393 | -2.1% | -$1.93万 | 减仓 |
| URI | UNITED RENTALS INC | $85.46万 | 0.47% | 1,173 | -197 | -14.4% | -$14.35万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $80.46万 | 0.44% | 2,061 | 40 | 2.0% | $1.56万 | 加仓 |
| IEMG | ISHARES INC | $80.20万 | 0.44% | 11,498 | 1,939 | 20.3% | $13.52万 | 加仓 |
| EFA | ISHARES TR | $73.93万 | 0.41% | 7,611 | -183 | -2.3% | -$1.78万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $73.00万 | 0.40% | 2,614 | -4 | -0.2% | -$1,117 | 减仓 |
| TXN | TEXAS INSTRS INC | $70.13万 | 0.39% | 3,612 | 21 | 0.6% | $4,078 | 加仓 |
| GOOG | ALPHABET INC | $68.42万 | 0.38% | 2,385 | -33 | -1.4% | -$9,466 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $67.68万 | 0.37% | 6,833 | -78 | -1.1% | -$7,726 | 减仓 |
| ANET | ARISTA NETWORKS INC | $67.50万 | 0.37% | 5,498 | 32 | 0.6% | $3,929 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $64.58万 | 0.36% | 6,962 | -13 | -0.2% | -$1,206 | 减仓 |
| SHOP | SHOPIFY INC | $63.27万 | 0.35% | 5,334 | 2,850 | 114.7% | $33.81万 | 加仓 |
| VEEV | VEEVA SYS INC | $62.87万 | 0.35% | 3,579 | 3,579 | — | $62.87万 | 新建仓 |
| CCJ | CAMECO CORP | $56.27万 | 0.31% | 5,181 | 2,239 | 76.1% | $24.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.68万 | 0.30% | 2,256 | -5 | -0.2% | -$1,212 | 减仓 |
| SNOW | SNOWFLAKE INC | $49.41万 | 0.27% | 3,276 | 2,727 | 496.7% | $41.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.93万 | 0.27% | 2,365 | 503 | 27.0% | $10.41万 | 加仓 |
| SLV | ISHARES SILVER TR | $47.82万 | 0.26% | 7,018 | -3,094 | -30.6% | -$21.08万 | 减仓 |
| IXUS | ISHARES TR | $47.12万 | 0.26% | 5,439 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $44.75万 | 0.25% | 1,362 | -18 | -1.3% | -$5,915 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $39.65万 | 0.22% | 22,892 | 21,443 | 1,479.8% | $37.14万 | 加仓 |
| ADI | ANALOG DEVICES INC | $38.37万 | 0.21% | 1,206 | 7 | 0.6% | $2,227 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $37.10万 | 0.20% | 8,236 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $36.41万 | 0.20% | 1,704 | 293 | 20.8% | $6.26万 | 加仓 |
| IWM | ISHARES TR | $34.62万 | 0.19% | 1,396 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $33.93万 | 0.19% | 6,961 | 81 | 1.2% | $3,949 | 加仓 |
| NFLX | NETFLIX INC. | $33.65万 | 0.19% | 3,500 | -5,063 | -59.1% | -$48.68万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $31.98万 | 0.18% | 455 | -150 | -24.8% | -$10.54万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.82万 | 0.18% | 10,373 | 470 | 4.7% | $1.44万 | 加仓 |
| NOW | SERVICENOW INC | $30.06万 | 0.17% | 2,875 | -3,890 | -57.5% | -$40.67万 | 减仓 |
| GCAL | GOLDMAN SACHS ETF TR | $29.89万 | 0.16% | 5,900 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $28.72万 | 0.16% | 4,577 | -2,560 | -35.9% | -$16.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.41万 | 0.16% | 1,321 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $28.17万 | 0.16% | 13,145 | 1,902 | 16.9% | $4.08万 | 加仓 |
| AGG | ISHARES TR | $27.06万 | 0.15% | 2,726 | -8 | -0.3% | -$794 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $26.28万 | 0.14% | 3,653 | -7,617 | -67.6% | -$54.79万 | 减仓 |
| BA | BOEING CO | $26.01万 | 0.14% | 1,307 | 1,051 | 410.5% | $20.92万 | 加仓 |
| IWF | ISHARES TR | $25.84万 | 0.14% | 606 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $25.04万 | 0.14% | 296 | -8 | -2.6% | -$6,768 | 减仓 |
| CRM | SALESFORCE INC | $24.44万 | 0.13% | 1,309 | -8 | -0.6% | -$1,493 | 减仓 |
| BLK | BLACKROCK INC | $24.43万 | 0.13% | 254 | -357 | -58.4% | -$34.33万 | 减仓 |