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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 103 项
建仓 5
增持 57
减持 35
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$4.7M
28,434
+99%
减持
AAPL
APPLE INC
-$1.3M
20,149
-17%
减持
NVDA
NVIDIA CORPORATION
+$679.1K
13,722
-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。
减持
DFAC
DIMENSIONAL ETF TRUST
+$609.2K
315,289
-3%
建仓
CRWV
COREWEAVE INC
+$497.3K
3,050
增持
DFAI
DIMENSIONAL ETF TRUST
+$495.6K
55,056
+22%
清仓
—
BNY MELLON MUN INCOME INC
-$341.6K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$341.5K
0
-100%
建仓
ORCL
ORACLE CORP
+$308.8K
1,412
增持
DFAU
DIMENSIONAL ETF TRUST
+$284.1K
71,775
+0%
减持
IVV
ISHARES TR
+$281.4K
4,869
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$269.7K
106,485
+5%
减持
BKT
BLACKROCK INCOME TR INC
-$248.3K
368,004
-5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$245.7K
3,350
+34%
清仓
VFMO
VANGUARD WELLINGTON FD
-$230.6K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$203.8K
1,119
建仓
DUHP
DIMENSIONAL ETF TRUST
+$202.7K
5,700
建仓
VB
VANGUARD INDEX FDS
+$201.4K
850
减持
SPY
SPDR S&P 500 ETF TR
+$195.8K
3,584
-1%
减持
DFAX
DIMENSIONAL ETF TRUST
+$179.0K
65,802
-2%
增持
—
BLACKROCK MUNIVEST FD II INC
+$176.2K
64,785
+39%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR
-$147.7K
480,444
-0%
增持
VVR
INVESCO SR INCOME TR
+$133.1K
93,682
+58%
减持
KTF
DWS MUN INCOME TR NEW
-$124.3K
134,569
-4%
增持
NBH
NEUBERGER BERMAN MUN FD INC
-$120.3K
223,878
+0%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
-$120.3K
240,827
+0%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
-$115.6K
194,262
+0%
减持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$106.5K
188,012
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$100.6K
2,666
-3%
清仓
—
PIONEER HIGH INCOME FUND INC
-$99.9K
0
-100%
减持
—
BLACKROCK MUN INCOME TR
-$98.1K
100,900
-6%
增持
IEF
ISHARES TR
+$97.2K
4,057
+33%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$94.9K
53,477
+23%
增持
BHK
BLACKROCK CORE BD TR
+$91.1K
106,654
+22%
增持
VXUS
VANGUARD STAR FDS
+$89.5K
12,418
+0%
减持
DSU
BLACKROCK DEBT STRATEGIES FD
-$85.1K
40,909
-17%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$79.8K
183,082
+0%
增持
SBI
WESTERN ASSET INTER MUNI FD
+$79.5K
46,347
+34%
增持
TSLA
TESLA INC
+$77.2K
1,231
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
-$69.1K
15,845
-14%
清仓
—
PIMCO CALIF MUN INCOME FD II
-$68.0K
0
-100%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$66.5K
105,202
+10%
增持
FDVV
FIDELITY COVINGTON TRUST
+$63.5K
18,929
+2%
减持
XMCRX
MFS CHARTER INCOME TR
-$58.6K
10,750
-47%
增持
RA
BROOKFIELD REAL ASSETS INCOM
+$57.3K
20,672
+24%
清仓
MGF
MFS GOVT MKTS INCOME TR
-$55.4K
0
-100%
减持
SABA
SABA CAPITAL INCOME & OPPORT
-$54.8K
16,875
-30%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$50.4K
5,102
+20%
减持
EIM
EATON VANCE MUN BD FD
-$50.3K
166,022
-0%
增持
—
PIMCO MUN INCOME FD
+$49.8K
21,798
+55%
增持
EVF
EATON VANCE SR INCOME TR
+$48.2K
28,797
+45%
增持
IEMG
ISHARES INC
+$47.3K
7,282
+1%
增持
LQD
ISHARES TR
+$46.7K
14,236
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$45.9K
22,360
-1%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$45.6K
49,816
-7%
增持
PML
PIMCO MUN INCOME FD II
+$44.5K
25,000
+43%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$43.4K
14,528
+45%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$43.3K
3,416
+2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$43.0K
63,068
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$38.8K
2,829
+1%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$38.1K
19,802
-11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.0K
5,814
+0%
增持
OIA
INVESCO MUNI INCOME OPP TRST
+$35.6K
85,429
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$35.6K
7,830
+1%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$31.1K
15,916
-5%
增持
IJH
ISHARES TR
+$30.9K
8,242
+0%
增持
ABBV
ABBVIE INC
-$29.9K
1,295
+0%
增持
IEFA
ISHARES TR
+$28.0K
3,520
+0%
增持
AGG
ISHARES TR
+$26.9K
6,373
+4%
减持
HIX
WESTERN ASSET HIGH INCOM FD
-$25.8K
126,446
-7%
减持
ACP
ABRDN INCOME CREDIT STRATEGI
-$25.6K
34,042
-11%
增持
IJR
ISHARES TR
+$23.2K
4,293
+1%
减持
VKI
INVESCO ADVANTAGE MUN INCOME
-$22.4K
84,507
-1%
减持
EVN
EATON VANCE MUNI INCOME TRUS
-$21.9K
412,966
-0%
减持
VLT
INVESCO HIGH INCOME TR II
+$21.8K
74,629
-0%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
+$20.3K
52,790
+7%
增持
XCMUX
MFS HIGH YIELD MUN TR
-$19.4K
123,892
+0%
增持
VFQY
VANGUARD WELLINGTON FD
+$17.7K
1,544
+1%
增持
VBR
VANGUARD INDEX FDS
+$17.5K
1,691
+1%
增持
XCXEX
MFS HIGH INCOME MUN TR
-$16.0K
150,472
+0%
减持
PCF
HIGH INCOME SECS FD
-$15.4K
30,722
-3%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$14.4K
97,230
-3%
增持
VMO
INVESCO MUN OPPORTUNITY TR
-$13.2K
43,452
+0%
增持
—
BLACKROCK CALIF MUN INCOME T
-$12.8K
75,891
+0%
增持
FMN
FEDERATED HERMES PREM MUNI I
+$12.2K
26,121
+7%
减持
VUG
VANGUARD INDEX FDS
+$11.9K
725
-12%
增持
VFVA
VANGUARD WELLINGTON FD
+$10.9K
2,079
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$9.8K
16,540
-7%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$9.5K
10,899
+0%
增持
BGT
BLACKROCK FLOATING RATE INC
+$8.4K
78,768
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$6.4K
38,365
+1%
增持
T
AT&T INC
+$6.1K
8,985
+0%
减持
BTT
BLACKROCK MUN TARGET TERM TR
+$5.5K
11,489
-1%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$4.6K
96,946
-3%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$3.3K
33,640
-2%
增持
VNQ
VANGUARD INDEX FDS
-$3.0K
2,838
+0%
增持
—
PIMCO NEW YORK MUN INCOME FD
+$3.0K
64,718
+8%
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$1.8K
32,908
+0%
增持
OCCI
OFS CREDIT COMPANY INC
+$1.2K
10,286
+0%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
+$677
18,467
+0%
增持
DVY
ISHARES TR
+$508
1,925
+1%
增持
PFF
ISHARES TR
-$400
20,034
+0%
减持
PIM
PUTNAM MASTER INTER INCOME T
+$143
80,925
-1%
