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MELFA WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MELFA WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001962465
持仓数
195
前50大市值合计
$123.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 122 项
建仓 5
增持 74
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BKT
BLACKROCK INCOME TR INC
+$1.1M
311,265
+38%
增持
AAPL
APPLE INC
+$773.0K
22,054
+0%
增持
EVN
EATON VANCE MUNI INCOME TRUS
+$424.2K
440,713
+8%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
XCMUX
MFS HIGH YIELD MUN TR
+$405.1K
148,801
+542%
增持
—
EXXON MOBIL CORP
+$347.5K
17,125
+23%
清仓
—
NUVEEN INTER DURATION MUN TE
-$304.0K
0
-100%
清仓
—
DELAWARE IVY HIGH INCOME OPP
-$276.7K
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$272.6K
26,737
+68%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$272.2K
40,814
建仓
BBN
BLACKROCK TAX MUNICPAL BD TR
+$264.3K
14,750
减持
DFAC
DIMENSIONAL ETF TRUST
+$232.6K
309,156
-2%
建仓
T
AT&T INC
+$213.4K
11,087
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$200.6K
9,234
增持
PMO
PUTNAM MUN OPPORTUNITIES TR
-$182.0K
484,749
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$155.6K
70,125
+2%
增持
VLT
INVESCO HIGH INCOME TR II
+$152.4K
75,266
+21%
清仓
—
NUVEEN SHORT DURATION CR OPP
-$150.2K
0
-100%
建仓
XPCQX
PIMCO CALIF MUN INCOME FD
+$150.2K
14,898
减持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$130.5K
205,717
-4%
增持
EOT
EATON VANCE NATL MUN OPPORT
+$121.1K
95,786
+0%
增持
VFL
DELAWARE INVTS NATL MUN INCO
+$114.3K
25,189
+69%
减持
—
VIRTUS CONVERTIBLE & INCOME
-$111.9K
36,204
-47%
增持
—
BLACKROCK MUN INCOME TR
+$104.4K
105,717
+9%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$103.9K
3,118
+0%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
+$99.1K
38,162
+68%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$94.8K
35,599
-26%
减持
—
NEUBERGER BERMAN N Y MUN FD
-$91.3K
11,099
-47%
清仓
BTX
BLACKROCK INNOVATION AND GRW
-$88.2K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
+$85.3K
79,036
-2%
清仓
—
PIMCO NEW YORK MUN INCOME FD
-$83.9K
0
-100%
增持
—
PIMCO NEW YORK MUN INCOME FD
+$79.8K
59,618
+27%
减持
—
WESTERN ASSET MUN PARTNERS F
-$72.4K
68,687
-12%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$71.4K
187,630
-0%
减持
XCXHX
MFS INVT GRADE MUN TR
-$70.9K
67,873
-16%
增持
XMUIX
BLACKROCK MUNICIPAL INCOME
+$70.2K
106,791
+3%
减持
CBU
COMMUNITY BK SYS INC
-$69.7K
4,875
-6%
减持
AFB
ALLIANCEBERNSTEIN NATL MUN I
-$69.5K
51,776
-15%
增持
VTI
VANGUARD INDEX FDS
+$62.5K
4,452
+1%
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$55.7K
41,612
-12%
减持
—
BLACKROCK CALIF MUN INCOME T
-$55.6K
89,652
-12%
增持
XMQTX
BLACKROCK MUNIYIELD QUALITY
+$54.7K
16,076
+47%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$50.3K
87,543
+1%
增持
NXP
NUVEEN SELECT TAX-FREE INCOM
+$47.9K
112,673
+0%
增持
VXUS
VANGUARD STAR FDS
+$46.6K
12,667
+0%
增持
HFRO
HIGHLAND INCOME FD
-$46.0K
30,877
+0%
减持
ETX
EATON VANCE MUN INCOME 2028
-$45.5K
20,567
-11%
增持
—
EATON VANCE NEW YORK MUN BD
+$45.3K
61,645
+0%
增持
—
BLACKROCK INVT QUALITY MUN T
+$44.5K
21,984
+16%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$44.0K
62,928
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$42.1K
24,023
-1%
增持
MUA
BLACKROCK MUNIASSETS FD INC
+$39.1K
82,203
+8%
增持
—
BLACKROCK MUNI INCOME TR II
+$39.0K
90,634
+0%
减持
EFT
EATON VANCE FLTING RATE INC
-$36.9K
32,281
-12%
增持
JFR
NUVEEN FLOATING RATE INCOME
+$36.6K
113,534
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$36.5K
75,241
-1%
减持
KTF
DWS MUN INCOME TR
+$36.4K
150,059
-1%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
+$36.0K
224,634
+0%
减持
DSU
BLACKROCK DEBT STRATEGIES FD
-$33.7K
54,741
-9%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
+$33.1K
201,261
-1%
增持
VKI
INVESCO ADVANTAGE MUN INCOME
+$31.4K
97,418
+0%
增持
PMM
PUTNAM MANAGED MUN INCOME TR
+$30.7K
97,578
+8%
减持
—
BLACKROCK MUNIVEST FD II INC
-$29.2K
40,511
-9%
增持
—
ABRDN ASIA PACIFIC INCOME FU
+$29.1K
48,551
+28%
减持
BGT
BLACKROCK FLOATING RATE INC
-$28.9K
121,388
-4%
增持
—
NEUBERGER BRMAN CLIFRN MUNI
-$28.7K
168,201
+0%
减持
XEVGX
EATON VANCE SHORT DURATION D
-$28.7K
26,061
-12%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$28.4K
80,582
+0%
增持
—
BLACKROCK LONG-TERM MUN ADVA
+$26.9K
48,256
+0%
增持
CCIF
VERTICAL CAP INCOME FD
+$24.3K
20,677
+1%
增持
XCXEX
MFS HIGH INCOME MUN TR
+$22.6K
135,544
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$22.5K
29,046
+1%
减持
BHK
BLACKROCK CORE BD TR
+$21.8K
63,429
-1%
增持
DMB
BNY MELLON MUN BD INFRASTRUC
+$21.3K
19,067
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$21.1K
3,277
+1%
增持
ES
EVERSOURCE ENERGY
-$20.7K
3,881
+0%
增持
—
PIMCO MUN INCOME FD III
-$17.2K
43,525
+0%
减持
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$16.7K
84,124
-2%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$16.7K
69,215
-6%
增持
—
EATON VANCE CALIF MUN BD FD
+$15.6K
38,623
+0%
增持
XMVFX
BLACKROCK MUNIVEST FD INC
-$14.3K
166,559
+0%
增持
NMT
NUVEEN MASSACHUSETS QLT MUN
+$13.5K
45,023
+2%
增持
PNI
PIMCO NEW YORK MUN FD II
-$12.8K
61,718
+0%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$12.7K
40,769
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.5K
6,959
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.1K
3,991
+0%
减持
NUV
NUVEEN MUN VALUE FD INC
-$11.0K
43,056
-5%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$10.8K
17,636
-1%
增持
—
DWS STRATEGIC MUN INCOME TR
+$10.8K
33,393
+0%
增持
PFF
ISHARES TR
+$10.4K
10,483
+1%
增持
IQI
INVESCO QUALITY MUN INCOME T
+$9.8K
14,622
+1%
增持
VFQY
VANGUARD WELLINGTON FD
+$9.2K
2,246
+1%
增持
VVR
INVESCO SR INCOME TR
-$8.7K
58,730
+0%
增持
—
BNY MELLON MUN INCOME INC
+$8.7K
36,066
+0%
增持
SBI
WESTERN ASSET INTER MUNI FD
+$8.0K
24,908
+0%
减持
NHS
NEUBERGER BERMAN HIGH YIELD
-$7.8K
57,716
-2%
增持
XCHYX
CALAMOS CONV & HIGH INCOME F
+$7.8K
17,833
+1%
增持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$7.7K
14,981
+1%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$7.0K
26,829
+0%
增持
JHS
HANCOCK JOHN INCOME SECS TR
+$6.7K
24,498
+0%
减持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$6.6K
34,833
-3%
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$6.5K
28,862
+0%
增持
CEV
EATON VANCE CALIF MUN INCOM
+$6.1K
20,246
+1%
减持
OIA
INVESCO MUNI INCOME OPP TRST
+$6.0K
70,707
-5%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
+$6.0K
53,005
+0%
减持
JRI
NUVEEN REAL ASSET INCOME & G
-$5.7K
12,098
-4%
增持
—
APOLLO SR FLOATING RATE FD I
+$5.6K
11,328
+2%
减持
VBR
VANGUARD INDEX FDS
-$5.4K
1,968
-2%
增持
VMO
INVESCO MUN OPPORTUNITY TR
-$5.1K
52,050
+0%
减持
NMCO
NUVEEN MUN CR OPPORTUNITIES
-$4.0K
38,634
-5%
增持
VFVA
VANGUARD WELLINGTON FD
-$3.1K
2,636
+0%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$3.1K
12,963
+0%
增持
DTF
DTF TAX-FREE INCOME 2028 TER
+$2.9K
14,132
+0%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$2.8K
35,353
+1%
减持
AVK
ADVENT CONV & INCOME FD
+$2.7K
11,078
-4%
增持
—
BLACKROCK MUNIHOLDINGS QUALI
+$2.5K
17,300
+1%
增持
EVF
EATON VANCE SR INCOME TR
+$2.4K
19,797
+1%
减持
MHF
WESTERN ASSET MUN HIGH INCOM
+$1.5K
69,289
-4%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$1.5K
73,469
+0%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$1.4K
11,203
+0%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
+$770
13,717
+0%
减持
EIM
EATON VANCE MUN BD FD
+$636
166,409
-0%
增持
PCF
HIGH INCOME SECS FD
+$77
30,093
+0%
