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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 102 项
建仓 4
增持 55
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$1.5M
8,922
+128%
增持
AAPL
APPLE INC
+$595.3K
24,446
+3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$579.4K
96,887
+24%
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。
建仓
TSLA
TESLA INC
+$539.5K
1,336
减持
BKT
BLACKROCK INCOME TR INC
-$373.0K
371,588
-1%
增持
EVN
EATON VANCE MUNI INCOME TRUS
-$355.6K
413,838
+0%
清仓
—
DWS STRATEGIC MUN INCOME TR
-$343.3K
0
-100%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$329.9K
194,132
-1%
增持
LQD
ISHARES TR
+$316.9K
9,913
+51%
增持
GE
GE AEROSPACE
-$244.1K
11,818
+1%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
-$231.0K
240,806
+0%
清仓
TIP
ISHARES TR
-$227.1K
0
-100%
增持
GEV
GE VERNOVA INC
+$209.8K
2,778
+1%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$209.0K
86,051
-5%
减持
KTF
DWS MUN INCOME TR NEW
-$206.6K
148,069
-8%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$201.3K
3,507
减持
NHS
NEUBERGER BERMAN HIGH YIELD
-$186.7K
81,787
-11%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$184.5K
188,432
+0%
减持
NVDA
NVIDIA CORPORATION
+$171.4K
13,426
-0%
建仓
IGI
WESTERN ASSET INVT GRADE OPP
+$170.0K
10,424
减持
DFAX
DIMENSIONAL ETF TRUST
-$149.1K
67,793
-0%
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$145.1K
90,037
-10%
增持
DMB
BNY MELLON MUN BD INFRASTRUC
+$139.9K
33,972
+79%
增持
JPM
JPMORGAN CHASE & CO.
+$133.5K
2,741
+10%
建仓
XMCRX
MFS CHARTER INCOME TR
+$129.2K
20,250
减持
BGT
BLACKROCK FLOATING RATE INC
-$128.7K
86,197
-10%
增持
—
EXXON MOBIL CORP
-$127.5K
14,961
+1%
减持
XMUIX
BLACKROCK MUNICIPAL INCOME
-$126.6K
105,304
-6%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$121.0K
85,146
-0%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$119.9K
118,946
+41%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$119.7K
41,627
-21%
增持
AMZN
AMAZON COM INC
+$111.9K
1,695
+22%
增持
DFAC
DIMENSIONAL ETF TRUST
+$109.4K
318,939
+0%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$106.8K
43,614
-10%
增持
DFLV
DIMENSIONAL ETF TRUST
+$99.5K
21,587
+21%
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$87.9K
34,197
-14%
减持
—
PIMCO MUN INCOME FD
-$87.1K
14,048
-32%
减持
VLT
INVESCO HIGH INCOME TR II
-$77.7K
75,000
-4%
增持
MSFT
MICROSOFT CORP
+$77.2K
2,382
+11%
减持
VXUS
VANGUARD STAR FDS
-$75.2K
12,405
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
-$71.5K
45,199
+3%
减持
EFT
EATON VANCE FLTING RATE INC
-$70.1K
25,319
-17%
增持
—
BLACKROCK CALIF MUN INCOME T
-$67.4K
75,876
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$64.5K
4,254
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$62.1K
73,156
+0%
减持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$59.5K
81,101
-1%
增持
DSM
BNY MELLON STRATEGIC MUN BD
+$59.3K
44,111
+40%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$57.9K
81,801
-4%
减持
DFUV
DIMENSIONAL ETF TRUST
-$49.6K
63,920
-0%
增持
NAC
NUVEEN CA QUALTY MUN INCOME
+$45.1K
53,566
+14%
减持
AFB
ALLIANCEBERNSTEIN NATL MUN I
-$44.4K
46,995
-0%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$44.2K
111,326
-5%
减持
MFM
MFS MUN INCOME TR
-$43.9K
113,224
-0%
减持
—
BLACKROCK MUNIVEST FD II INC
-$41.1K
46,585
-0%
增持
XNQPX
NUVEEN PENNSYLVANIA QLT MUN
+$39.9K
16,134
+45%
增持
PNI
PIMCO NEW YORK MUN FD II
-$39.0K
61,598
+1%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$38.7K
16,819
-2%
增持
V
VISA INC
+$38.6K
905
+1%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
+$38.2K
18,360
+16%
增持
—
EATON VANCE NEW YORK MUN BD
+$35.4K
68,133
+11%
增持
PFF
ISHARES TR
-$35.3K
19,812
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$34.8K
3,633
-0%
减持
DVY
ISHARES TR
-$34.2K
1,900
-10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$33.7K
7,767
-1%
增持
DHF
BNY MELLON HIGH YIELD STRATE
+$32.7K
141,330
+16%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$31.8K
99,767
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$29.4K
5,912
+0%
减持
IVW
ISHARES TR
-$27.5K
3,525
-12%
增持
DFIV
DIMENSIONAL ETF TRUST
-$27.0K
16,604
+3%
减持
IWD
ISHARES TR
-$25.7K
3,275
-2%
增持
IEFA
ISHARES TR
-$25.2K
3,444
+1%
增持
VMO
INVESCO MUN OPPORTUNITY TR
-$23.7K
43,406
+0%
增持
XEVVX
EATON VANCE LTD DURATION INC
-$23.2K
100,177
+5%
增持
IEMG
ISHARES INC
-$22.4K
6,625
+3%
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$22.2K
34,992
+0%
减持
IVV
ISHARES TR
+$21.6K
4,933
-1%
增持
AGG
ISHARES TR
+$21.4K
5,316
+9%
增持
XCXEX
MFS HIGH INCOME MUN TR
+$20.5K
150,188
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.0K
2,785
+7%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$18.7K
95,452
+6%
增持
XCMUX
MFS HIGH YIELD MUN TR
-$17.6K
123,689
+0%
增持
PIM
PUTNAM MASTER INTER INCOME T
+$14.8K
81,613
+10%
增持
VNQ
VANGUARD INDEX FDS
-$14.5K
2,739
+3%
减持
IWF
ISHARES TR
+$14.4K
620
-1%
减持
—
BNY MELLON MUN INCOME INC
-$14.3K
50,570
-1%
增持
T
AT&T INC
+$11.8K
10,337
+2%
增持
BTT
BLACKROCK MUN TARGET TERM TR
-$11.7K
11,584
+0%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
-$8.8K
60,298
+5%
减持
VBR
VANGUARD INDEX FDS
-$8.8K
1,674
-1%
减持
XEVGX
EATON VANCE SHORT DURATION D
-$7.8K
25,953
-0%
增持
IJH
ISHARES TR
+$7.8K
8,149
+2%
增持
VFMO
VANGUARD WELLINGTON FD
+$6.8K
1,519
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.6K
22,533
+0%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
+$3.2K
13,907
-1%
减持
VUG
VANGUARD INDEX FDS
+$2.7K
825
-6%
增持
VFVA
VANGUARD WELLINGTON FD
-$2.7K
2,127
+1%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$2.1K
2,789
+1%
增持
IJR
ISHARES TR
+$1.9K
4,395
+2%
增持
VFQY
VANGUARD WELLINGTON FD
-$1.0K
1,588
+1%
增持
FDVV
FIDELITY COVINGTON TRUST
+$674
17,460
+1%
减持
OEF
ISHARES TR
-$590
1,050
-4%
清仓
—
ADVENT CONV & INCOME FD
-$275
0
-100%
