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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 94 项
建仓 5
增持 45
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$1.3M
14,301
+60%
清仓
XMUIX
BLACKROCK MUNICIPAL INCOME
-$1.3M
0
-100%
减持
AAPL
APPLE INC
-$702.0K
24,399
-0%
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
LQD
ISHARES TR
+$454.6K
13,927
+40%
增持
DFAC
DIMENSIONAL ETF TRUST
-$341.4K
324,059
+2%
增持
NVDA
NVIDIA CORPORATION
-$314.2K
13,737
+2%
增持
BKT
BLACKROCK INCOME TR INC
+$291.6K
385,850
+4%
建仓
IEF
ISHARES TR
+$291.3K
3,055
建仓
FMN
FEDERATED HERMES PREM MUNI I
+$265.7K
24,466
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$249.4K
4,250
清仓
ORCL
ORACLE CORP
-$236.1K
0
-100%
减持
TSLA
TESLA INC
-$225.7K
1,211
-9%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$224.7K
422
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$211.0K
2,500
清仓
USFR
WISDOMTREE TR
-$208.6K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$205.8K
71,704
-2%
清仓
VB
VANGUARD INDEX FDS
-$204.2K
0
-100%
增持
AVGO
BROADCOM INC
-$181.6K
3,208
+3%
清仓
—
BLACKROCK ENHANCED GOVT FD I
-$173.1K
0
-100%
减持
IVV
ISHARES TR
-$162.5K
4,879
-1%
减持
BGT
BLACKROCK FLOATING RATE INC
-$130.8K
78,722
-9%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$127.1K
34,467
-17%
增持
DFSV
DIMENSIONAL ETF TRUST
-$118.0K
101,746
+5%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$116.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$110.6K
3,608
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$109.5K
17,749
+7%
减持
IVW
ISHARES TR
-$100.3K
2,775
-21%
增持
DFAT
DIMENSIONAL ETF TRUST
-$93.6K
22,540
+0%
增持
AGG
ISHARES TR
+$90.1K
6,118
+15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$89.5K
3,334
+20%
减持
DFAI
DIMENSIONAL ETF TRUST
+$87.9K
45,074
-0%
减持
DFLV
DIMENSIONAL ETF TRUST
-$87.7K
18,337
-15%
减持
KTF
DWS MUN INCOME TR NEW
-$85.4K
140,069
-5%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$84.8K
107,234
-4%
增持
GOOGL
ALPHABET INC
-$79.0K
2,690
+3%
减持
DFAX
DIMENSIONAL ETF TRUST
+$68.3K
66,931
-1%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$67.5K
135,946
+14%
增持
EVN
EATON VANCE MUNI INCOME TRUS
+$62.6K
413,888
+0%
减持
IJR
ISHARES TR
-$60.5K
4,264
-3%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
-$57.7K
4,219
-13%
减持
—
EXXON MOBIL CORP
+$54.0K
13,986
-7%
减持
CHI
CALAMOS CONV OPPORTUNITIES &
-$52.7K
11,819
-15%
增持
V
VISA INC
+$50.1K
959
+6%
增持
FDVV
FIDELITY COVINGTON TRUST
+$49.3K
18,573
+6%
增持
IEMG
ISHARES INC
+$43.9K
7,224
+9%
减持
NFLX
NETFLIX INC
-$39.5K
275
-17%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$37.5K
194,182
+0%
减持
VXUS
VANGUARD STAR FDS
+$37.5K
12,375
-0%
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
+$36.9K
34,143
-0%
减持
VFL
ABRDN NATL MUN INCOME FD
-$29.1K
27,565
-10%
减持
XPCQX
PIMCO CALIF MUN INCOME FD
-$28.9K
148,463
-0%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$28.7K
80,772
-1%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR
+$28.3K
480,794
-0%
增持
IJH
ISHARES TR
-$27.5K
8,230
+1%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$25.6K
182,875
+0%
增持
IEFA
ISHARES TR
+$23.8K
3,514
+2%
减持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$23.2K
32,898
-6%
减持
XEVVX
EATON VANCE LIMITED DURATION
+$20.5K
100,128
-0%
减持
XPHDX
PIONEER FLOATING RATE FUND I
-$20.1K
19,497
-8%
增持
VBR
VANGUARD INDEX FDS
-$19.5K
1,676
+0%
减持
VFQY
VANGUARD WELLINGTON FD
-$19.5K
1,528
-4%
增持
VFMO
VANGUARD WELLINGTON FD
-$19.1K
1,520
+0%
减持
T
AT&T INC
+$18.5K
8,979
-13%
减持
—
BNY MELLON MUN INCOME INC
-$17.5K
47,570
-6%
减持
VFVA
VANGUARD WELLINGTON FD
-$16.7K
2,062
-3%
增持
—
BLACKROCK CALIF MUN INCOME T
-$16.6K
75,882
+0%
增持
AMZN
AMAZON COM INC
+$15.3K
2,035
+20%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
+$14.9K
18,402
+0%
增持
META
META PLATFORMS INC
+$14.8K
4,274
+2%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$13.3K
188,440
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$12.7K
5,813
-2%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
-$11.9K
240,814
+0%
增持
VNQ
VANGUARD INDEX FDS
+$11.8K
2,825
+3%
增持
OCCI
OFS CREDIT COMPANY INC
-$10.1K
10,279
+0%
增持
BND
VANGUARD BD INDEX FDS
+$10.0K
4,155
+1%
增持
VMO
INVESCO MUN OPPORTUNITY TR
-$9.8K
43,428
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.6K
7,770
+0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$8.9K
4,231
-1%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$7.9K
43,619
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$7.9K
63,662
-0%
减持
C
CITIGROUP INC
+$7.9K
16,466
-0%
增持
PFF
ISHARES TR
-$7.8K
20,015
+1%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$7.5K
11,590
+0%
增持
ACP
ABRDN INCOME CREDIT STRATEGI
+$7.4K
38,446
+5%
减持
—
BLACKROCK INVT QUALITY MUN T
+$6.7K
19,769
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.8K
4,248
+0%
增持
XCMUX
MFS HIGH YIELD MUN TR
-$3.4K
123,784
+0%
减持
BTZ
BLACKROCK CR ALLOCATION INCO
+$3.3K
13,236
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$2.9K
2,801
+0%
减持
BHK
BLACKROCK CORE BD TR
-$2.6K
87,154
-4%
增持
XCXEX
MFS HIGH INCOME MUN TR
+$2.0K
150,321
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$1.8K
38,157
+1%
增持
MSFT
MICROSOFT CORP
+$925
2,677
+12%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$676
10,871
+0%
