Wolff Wiese Magana LLC 13F 持仓 · 2026年Q2
Wolff Wiese Magana 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,027 只证券，申报市值合计 2.17 亿美元。前几大持仓：MU（4.32%）、NVDA（3.33%）、AAPL（2.87%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $9.4M | 4.32% | 8,133 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $7.2M | 3.33% | 36,202 | 减持 |
| 3 | AAPL | APPLE INC | $6.2M | 2.87% | 21,552 | 增持 |
| 4 | IJR | ISHARES TR | $5.9M | 2.73% | 39,990 | 增持 |
| 5 | CSCO | CISCO SYS INC | $5.8M | 2.65% | 49,072 | 增持 |
| 6 | AVGO | BROADCOM INC | $5.0M | 2.31% | 13,324 | 减持 |
| 7 | ABBV | ABBVIE INC | $4.6M | 2.11% | 18,267 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $4.5M | 2.09% | 12,195 | 减持 |
| 9 | VNQ | VANGUARD INDEX FDS | $4.5M | 2.08% | 46,807 | 增持 |
| 10 | V | VISA INC | $4.4M | 2.02% | 12,786 | 减持 |
| 11 | VOO | VANGUARD INDEX FDS | $4.3M | 1.97% | 6,232 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $4.0M | 1.84% | 12,233 | 减持 |
| 13 | AMGN | AMGEN INC | $4.0M | 1.82% | 10,938 | 减持 |
| 14 | DOC | HEALTHPEAK PROPERTIES INC | $3.7M | 1.72% | 174,701 | 减持 |
| 15 | DVY | ISHARES TR | $3.4M | 1.58% | 22,000 | 减持 |
| 16 | RTX | RTX CORPORATION | $3.3M | 1.52% | 17,464 | 减持 |
| 17 | AMZN | AMAZON COM INC | $3.3M | 1.51% | 13,733 | 减持 |
| 18 | MS | MORGAN STANLEY | $3.3M | 1.50% | 15,630 | 减持 |
| 19 | LLY | ELI LILLY & CO | $3.0M | 1.39% | 2,520 | 减持 |
| 20 | QCOM | QUALCOMM INC | $2.9M | 1.36% | 15,947 | 增持 |
| 21 | AMAT | APPLIED MATLS INC | $2.9M | 1.33% | 3,995 | 减持 |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $2.8M | 1.31% | 4,903 | 减持 |
| 23 | HBAN | HUNTINGTON BANCSHARES INC | $2.7M | 1.26% | 154,616 | 减持 |
| 24 | KO | COCA COLA CO | $2.6M | 1.19% | 31,888 | 减持 |
| 25 | WMT | WALMART INC | $2.6M | 1.19% | 22,919 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR