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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 98 项
建仓 7
增持 53
减持 26
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$1.2M
30,035
+6%
增持
PML
PIMCO MUN INCOME FD II
+$1.1M
158,892
+536%
减持
DFAC
DIMENSIONAL ETF TRUST
+$827.4K
314,426
-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
AAPL
APPLE INC
+$767.4K
19,249
-4%
建仓
AVBC
AVIDIA BANCORP INC
+$672.3K
45,000
建仓
VGHY
VANGUARD FIXED INCOME SECS F
+$626.6K
8,325
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$542.1K
5,475
+63%
增持
DFSV
DIMENSIONAL ETF TRUST
+$538.4K
115,333
+8%
清仓
CRWV
COREWEAVE INC
-$497.3K
0
-100%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$456.1K
0
-100%
清仓
—
PIMCO NEW YORK MUN INCOME FD
-$452.4K
0
-100%
清仓
PNI
PIMCO NEW YORK MUN FD II
-$413.9K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$355.7K
13,531
-1%
建仓
NMAI
NUVEEN MULTI ASSET INCOME FU
+$354.4K
27,305
增持
EVN
EATON VANCE MUNI INCOME TRUS
+$347.5K
413,018
+0%
清仓
—
PIMCO MUN INCOME FD III
-$299.2K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$294.8K
5,889
增持
XPCQX
PIMCO CALIF MUN INCOME FD
+$274.0K
177,676
+20%
增持
GOOGL
ALPHABET INC
+$258.9K
3,015
+12%
增持
AMZN
AMAZON COM INC
+$237.5K
3,115
+53%
减持
IVV
ISHARES TR
+$232.2K
4,864
-0%
建仓
VFMO
VANGUARD WELLINGTON FD
+$227.0K
1,185
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$226.1K
16,887
减持
GEV
GE VERNOVA INC
+$219.2K
2,747
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
+$213.7K
71,112
-1%
减持
BKT
BLACKROCK INCOME TR INC
-$205.6K
366,414
-0%
清仓
PM
PHILIP MORRIS INTL INC
-$203.8K
0
-100%
清仓
—
PIONEER MUN HIGH INCOME OPPO
-$198.8K
0
-100%
增持
BHK
BLACKROCK CORE BD TR
+$183.2K
122,729
+15%
清仓
—
PIMCO NEW YORK MUN INCOME FD
-$182.1K
0
-100%
清仓
—
PIMCO MUN INCOME FD
-$173.9K
0
-100%
增持
GOOG
ALPHABET INC
+$171.0K
1,914
+15%
增持
IEF
ISHARES TR
+$163.7K
5,725
+41%
增持
DFAI
DIMENSIONAL ETF TRUST
+$157.0K
56,680
+3%
增持
VBF
INVESCO BD FD
+$151.2K
35,964
+33%
减持
DFUV
DIMENSIONAL ETF TRUST
+$144.6K
62,903
-0%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
+$142.2K
240,841
+0%
减持
AVGO
BROADCOM INC
+$141.1K
3,108
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$140.2K
3,534
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$134.1K
65,862
+0%
增持
NBH
NEUBERGER BERMAN MUN FD INC
+$121.2K
224,990
+0%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$105.9K
194,346
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$103.6K
6,856
+34%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$103.5K
188,024
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$101.3K
22,468
+0%
增持
MFM
MFS MUN INCOME TR
+$100.4K
127,224
+12%
增持
EVF
EATON VANCE SR INCOME TR
+$91.2K
46,547
+62%
增持
LQD
ISHARES TR
+$89.1K
14,798
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$81.6K
19,141
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$69.8K
16,874
+2%
清仓
XMCRX
MFS CHARTER INCOME TR
-$68.4K
0
-100%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$66.7K
183,142
+0%
清仓
—
PIMCO CALIF MUN INCOME FD II
-$65.7K
0
-100%
清仓
OCCI
OFS CREDIT COMPANY INC
-$64.1K
0
-100%
增持
IEMG
ISHARES INC
+$61.0K
7,557
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$60.2K
2,641
-1%
减持
MUA
BLACKROCK MUNIASSETS FD INC
+$59.1K
85,097
-0%
增持
AGG
ISHARES TR
+$58.4K
6,888
+8%
减持
—
EXXON MOBIL CORP
+$52.8K
13,841
-1%
增持
IJR
ISHARES TR
+$48.1K
4,353
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$47.3K
4,249
+0%
减持
EIM
EATON VANCE MUN BD FD
+$43.9K
165,927
-0%
增持
VFL
ABRDN NATL MUN INCOME FD
+$42.2K
30,065
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$37.9K
3,473
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$37.0K
7,831
+0%
减持
TSLA
TESLA INC
+$35.9K
960
-22%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$34.3K
53,485
+0%
减持
MSFT
MICROSOFT CORP
+$30.3K
2,629
-2%
减持
BGT
BLACKROCK FLOATING RATE INC
-$29.6K
78,735
-0%
增持
IJH
ISHARES TR
+$27.1K
8,248
+0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$26.9K
2,834
+0%
增持
DVY
ISHARES TR
+$25.0K
1,975
+3%
减持
AFB
ALLIANCEBERNSTEIN NATL MUN I
+$23.8K
46,849
-0%
增持
VFVA
VANGUARD WELLINGTON FD
+$23.7K
2,114
+2%
增持
XCXEX
MFS HIGH INCOME MUN TR
+$21.7K
150,633
+0%
建仓
—
BLACKROCK INCOME TR INC
+$21.6K
366,362
增持
VMO
INVESCO MUN OPPORTUNITY TR
+$21.5K
43,476
+0%
减持
VLT
INVESCO HIGH INCOME TR II
+$21.2K
74,620
-0%
减持
GHY
PGIM GLOBAL HIGH YIELD FD FO
-$19.1K
34,062
-0%
增持
PFF
ISHARES TR
+$18.9K
20,037
+0%
增持
XCMUX
MFS HIGH YIELD MUN TR
+$17.8K
124,010
+0%
减持
V
VISA INC
-$17.5K
946
-1%
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$16.6K
32,917
+0%
增持
IEFA
ISHARES TR
+$15.8K
3,547
+1%
增持
VFQY
VANGUARD WELLINGTON FD
+$15.5K
1,574
+2%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$15.5K
38,375
+0%
减持
DHF
BNY MELLON HIGH YIELD STRATE
-$14.8K
136,160
-4%
减持
DFLV
DIMENSIONAL ETF TRUST
+$13.3K
15,345
-3%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$11.2K
96,891
-0%
增持
—
BLACKROCK CALIF MUN INCOME T
+$10.7K
75,901
+0%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$8.3K
10,927
+0%
增持
VNQ
VANGUARD INDEX FDS
+$8.3K
2,855
+1%
减持
BND
VANGUARD BD INDEX FDS
-$8.1K
4,005
-4%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$6.7K
11,497
+0%
增持
T
AT&T INC
-$6.1K
8,992
+0%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$4.2K
33,728
+0%
减持
CBU
COMMUNITY FINANCIAL SYSTEM I
-$3.0K
4,040
-4%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
+$856
18,533
+0%
