WULFF, HANSEN & CO.
CIK 108634 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $130.5M
- 持仓
- 109
- 截至
- 2026年6月30日
按 13F 价值排名第 7810（共 9443） · 前 82.7%
投资组合价值同比（季度）：+33.3% 13F不披露现金
- 前十大持仓权重
- 37.56%
- 前二十五大持仓权重
- 61.33%
- 持仓高于 1%
- 28
- 有效持仓数量
- 45.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.18% 估计买入 $26996917 · 卖出 $2488845
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 82.0% 仍持有
- 新仓位
- 13
- 增加
- 27
- 减少
- 35
- 已结清
- 2
本页内容
行业细分
Industrials
17.0%
Technology
10.2%
Financial Services
9.5%
Retail
7.8%
Communication Services
6.0%
Healthcare
5.4%
Financials
5.1%
Utilities
4.8%
Consumer Staples
2.9%
Materials
2.7%
Consumer products
2.6%
Energy
2.1%
Consumer Discretionary
1.2%
Real Estate
1.0%
Communications
0.5%
Telecommunication
0.3%
其他/未映射
20.7%
完整投资组合 109 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VGT | $8288353 | 6.35% | 69347 | ||||
| GOOGL Alphabet Inc. - Class A Common Stock | $7122027 | 5.46% | 19929 | ||||
| BX Blackstone Inc. Common Stock | $6479616 | 4.97% | 55066 | ||||
| AMZN Amazon.com, Inc. - Common Stock | $4768468 | 3.65% | 20007 | $662425 | 上涨 ×2 | ||
| AAPL Apple Inc. - Common Stock | $4365740 | 3.35% | 15088 | $566612 | 上涨 ×2 | ||
| RTX RTX Corporation Common Stock | $4046372 | 3.10% | 21327 | $-48317 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3929597 | 3.01% | 12005 | $369966 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $3755565 | 2.88% | 10068 | $270414 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $3479426 | 2.67% | 9310 | $874417 | 上涨 ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2767243 | 2.12% | 18871 | $-66526 | 下跌 ×6 | ||
| CSX CSX Corporation - Common Stock | $2656119 | 2.04% | 55883 | $262780 | 下跌 ×5 | ||
| BAC Bank of America Corporation Common Stock | $2524404 | 1.93% | 44303 | $373147 | 上涨 ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $2488960 | 1.91% | 58440 | $498240 | 上涨 ×1 | ||
| BRKB | $2294288 | 1.76% | 4585 | $462785 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2293857 | 1.76% | 9032 | $-213 | 下跌 ×3 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2176790 | 1.67% | 16940 | $68707 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $2155868 | 1.65% | 1835 | $598614 | 上涨 ×1 | ||
| SCHD | $2092004 | 1.60% | 65973 | $426908 | 上涨 ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $2018744 | 1.55% | 2158 | $-20949 | 上涨 ×2 | ||
| BIP Brookfield Infrastructure Partners LP Limited Partnership Units | $1790455 | 1.37% | 49067 | $-55494 | 下跌 ×1 | ||
| V Visa Inc. | $1753190 | 1.34% | 5110 | $222344 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $1747501 | 1.34% | 1641 | $511238 | 下跌 ×2 | ||
| PM Philip Morris International Inc Common Stock | $1744153 | 1.34% | 9641 | $86619 | 下跌 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $1661547 | 1.27% | 8304 | $175833 | 下跌 ×5 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $1624637 | 1.25% | 25833 | $108171 | 上涨 ×1 | ||
| XLY XLY | $1606736 | 1.23% | 13700 | $65431 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1429765 | 1.10% | 4054 | $96444 | |||
| VOO | $1303565 | 1.00% | 1898 | $125793 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $1258625 | 0.96% | 9014 | $733654 | 下跌 ×5 | ||
| CVX Chevron Corporation Common Stock | $1242040 | 0.95% | 7493 | $-279710 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1241664 | 0.95% | 3287 | $299206 | 上涨 ×1 | ||
| WLDN Willdan Group, Inc. - Common Stock | $1210388 | 0.93% | 15302 | $32206 | 下跌 ×2 | ||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $1195553 | 0.92% | 21450 | $-59847 | 下跌 ×5 | ||
| WMT Walmart Inc. - Common Stock | $1192627 | 0.91% | 10530 | $-141271 | 下跌 ×1 | ||
| AWK American Water Works Company, Inc. Common Stock | $1184088 | 0.91% | 8999 | $-105365 | 下跌 ×1 | ||
| BA Boeing Company (The) Common Stock | $1179762 | 0.90% | 5450 | $95048 | |||
| GPC Genuine Parts Company Common Stock | $1136737 | 0.87% | 9635 | $41695 | 下跌 ×1 | ||
| SPSM | $1109282 | 0.85% | 19235 | $217536 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1079404 | 0.83% | 7895 | $-260062 | |||
| FLMI | $1036677 | 0.79% | 41187 | $15651 | |||
| LMT Lockheed Martin Corporation Common Stock | $1034713 | 0.79% | 2031 | $-241759 | 下跌 ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1006311 | 0.77% | 7950 | $-34662 | |||
| QQQ Invesco QQQ Trust, Series 1 | $983094 | 0.75% | 1335 | $212558 | |||
| CWT California Water Service Group Common Stock | $934810 | 0.72% | 19215 | $56347 | 下跌 ×5 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $927970 | 0.71% | 11742 | $-144554 | 下跌 ×6 | ||
| MP MP Materials Corp. Common Stock | $921421 | 0.71% | 16451 | $127495 | |||
| DLR Digital Realty Trust, Inc. Common Stock | $890896 | 0.68% | 4961 | $-3126 | |||
| WM Waste Management, Inc. Common Stock | $857642 | 0.66% | 3848 | $-36931 | 下跌 ×1 | ||
| HVT Haverty Furniture Companies, Inc. Common Stock | $779227 | 0.60% | 30522 | $132771 | |||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $743960 | 0.57% | 14195 | $-57843 | 下跌 ×6 | ||
| SO Southern Company (The) Common Stock | $700884 | 0.54% | 7323 | $-11724 | 下跌 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $689242 | 0.53% | 2739 | $110718 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $669282 | 0.51% | 558 | $158809 | 上涨 ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $615044 | 0.47% | 1481 | $-27666 | |||
| SCHG | $596159 | 0.46% | 17617 | $173337 | 上涨 ×4 | ||
| XLI XLI | $574213 | 0.44% | 3100 | $87405 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $572664 | 0.44% | 1115 | $78000 | 上涨 ×2 | ||
| ITA ITA | $566536 | 0.43% | 2337 | $55317 | |||
| HCC Warrior Met Coal, Inc. Common Stock | $565117 | 0.43% | 6963 | $-83487 | |||
| XLE XLE | $559779 | 0.43% | 10540 | $-85902 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $551007 | 0.42% | 6359 | $-2681 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $527962 | 0.40% | 1239 | $79086 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $488936 | 0.37% | 868 | $242920 | 上涨 ×2 | ||
| DE Deere & Company Common Stock | $485262 | 0.37% | 765 | $43071 | 下跌 ×4 | ||
| IEMG | $480803 | 0.37% | 5804 | $75974 | |||
| GH Guardant Health, Inc. - Common Stock | $477846 | 0.37% | 3185 | $183648 | |||
| TSLA Tesla, Inc. - Common Stock | $467707 | 0.36% | 1112 | $54321 | |||
| ESS Essex Property Trust, Inc. Common Stock | $456046 | 0.35% | 1564 | $77558 | |||
| VZ Verizon Communications Inc. Common Stock | $451810 | 0.35% | 10671 | $-83875 | |||
| NVS Novartis AG Common Stock | $446652 | 0.34% | 2850 | $9023 | 下跌 ×1 | ||
| GIS General Mills, Inc. Common Stock | $443526 | 0.34% | 12745 | $-45545 | 下跌 ×1 | ||
| IEFA | $442819 | 0.34% | 4585 | $27738 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $439844 | 0.34% | 3215 | $-4518 | 下跌 ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $435077 | 0.33% | 5611 | $-86746 | |||
| VIS | $428852 | 0.33% | 1190 | $57310 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $409541 | 0.31% | 705 | 上涨 ×1 | |||
| VB | $400118 | 0.31% | 1320 | $79266 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $373166 | 0.29% | 1327 | $51514 | |||
| LIN Linde plc - Ordinary Shares | $364815 | 0.28% | 703 | $17783 | 下跌 ×5 | ||
| IYF | $353840 | 0.27% | 2775 | $27333 | |||
| MCO Moody's Corporation Common Stock | $351013 | 0.27% | 775 | $65269 | 上涨 ×2 | ||
| EWC | $348837 | 0.27% | 6052 | $17247 | |||
| CPB The Campbell's Company - Common Stock | $346967 | 0.27% | 15580 | $0 | |||
| HII Huntington Ingalls Industries, Inc. Common Stock | $342585 | 0.26% | 1224 | $-121653 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $342276 | 0.26% | 1340 | $140496 | 下跌 ×1 | ||
| BAM Brookfield Asset Management Inc Class A Limited Voting Shares | $324893 | 0.25% | 7244 | $-16795 | 下跌 ×2 | ||
| CL Colgate-Palmolive Company Common Stock | $313546 | 0.24% | 3420 | $31435 | 上涨 ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $312892 | 0.24% | 230 | $62005 | |||
| CLX Clorox Company (The) Common Stock | $303976 | 0.23% | 3185 | $-26086 | |||
| PFF iShares Preferred and Income Securities ETF | $302918 | 0.23% | 9935 | $-31360 | 下跌 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $301267 | 0.23% | 261 | 上涨 ×1 | |||
| AVAV AeroVironment, Inc. - Common Stock | $290523 | 0.22% | 1760 | 上涨 ×1 | |||
| SCHX | $276347 | 0.21% | 9390 | ||||
| PFE Pfizer, Inc. Common Stock | $276318 | 0.21% | 11475 | $-45900 | |||
| UBER Uber Technologies, Inc. Common Stock | $262878 | 0.20% | 3643 | 上涨 ×1 | |||
| XLF XLF | $260277 | 0.20% | 4855 | $20585 | |||
| MMM 3M Company Common Stock | $258246 | 0.20% | 1595 | $20794 | 下跌 ×1 | ||
| BIPC Brookfield Infrastructure Corporation Brookfield Infrastructure Corporation | $257796 | 0.20% | 6696 | $-33585 | 下跌 ×3 | ||
| GSL Global Ship Lease Inc New Class A Common Shares | $255868 | 0.20% | 6805 | $2517 | |||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $240230 | 0.18% | 2760 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SCHD | $2092004 | 1.60% | 上涨 ×3 |
| SCHG | $596159 | 0.46% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| VGT | $8288353 | 69347 | 6.35% |
| GOOGL | $7122027 | 19929 | 5.46% |
| BX | $6479616 | 55066 | 4.97% |
| AMD | $409541 | 705 | 0.31% |
| MU | $301267 | 261 | 0.23% |
| AVAV | $290523 | 1760 | 0.22% |
| SCHX | $276347 | 9390 | 0.21% |
| UBER | $262878 | 3643 | 0.20% |
| IBKR | $240230 | 2760 | 0.18% |
| FNDX | $208805 | 6714 | 0.16% |
| 未知发行人 (CUSIP: 438516205) | $208003 | 929 | 0.16% |
| 未知发行人 (CUSIP: 43849R105) | $205383 | 929 | 0.16% |
| FLJP | $202328 | 5090 | 0.16% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| BX | 2026年3月31日 | 52149 | $8038247 | 24.5% |
| VGT | 2026年3月31日 | 8764 | $6606128 | 不再跟踪 |
| GOOGL | 2026年3月31日 | 19445 | $6086285 | 19.3% |
| CRM | 2025年9月30日 | 4070 | $1109848 | -13.2% |
| KMB | 2025年12月31日 | 4642 | $577186 | 8.2% |
| HON | 2026年6月30日 | 1900 | $429457 | -1.2% |
| RDSB | 2025年6月30日 | 5538 | $405825 | 不再跟踪 |
| IBKR | 2025年3月31日 | 2100 | $371007 | 119.1% |
| DIS | 2025年12月31日 | 3099 | $354836 | -5.0% |
| XAR | 2025年6月30日 | 2273 | $347996 | 不再跟踪 |
| FMS | 2025年6月30日 | 13880 | $345612 | -16.8% |
| BAMXXXX | 2025年6月30日 | 6855 | $332125 | 不再跟踪 |
| BIPC | 2025年6月30日 | 9040 | $327158 | -3.1% |
| SCHX | 2025年6月30日 | 12100 | $302984 | 不再跟踪 |
| NKE | 2025年12月31日 | 4315 | $300885 | -36.3% |
| AMAT | 2025年9月30日 | 1500 | $274605 | 141.3% |
| DOW | 2025年6月30日 | 7424 | $259246 | 23.4% |
| CMG | 2025年3月31日 | 4000 | $241200 | -31.7% |
| DHR | 2026年3月31日 | 1020 | $233498 | 13.2% |
| ARM | 2025年9月30日 | 1435 | $232097 | 74.6% |
| TRI | 2025年9月30日 | 1144 | $230093 | -31.3% |
| T | 2025年3月31日 | 10057 | $228998 | -10.7% |
| EFX | 2025年12月31日 | 805 | $206507 | -10.8% |
| AXP | 2025年3月31日 | 686 | $203598 | 24.3% |
| FISV | 2026年3月31日 | 3015 | $202518 | -8.0% |
| HPQ | 2026年3月31日 | 9081 | $202325 | 54.5% |
| BMRC | 2025年3月31日 | 8428 | $200334 | 21.9% |
| HPE | 2025年6月30日 | 12666 | $195436 | 158.3% |
| GBTG | 2026年6月30日 | 23126 | $129044 | 0.7% |