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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 113 项
建仓 12
增持 58
减持 38
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$1.1M
32,764
+9%
建仓
CVX
CHEVRON CORP NEW
+$741.4K
4,865
减持
GE
GE AEROSPACE
-$684.9K
9,318
-21%
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。
清仓
AVBC
AVIDIA BANCORP INC
-$672.3K
0
-100%
清仓
—
EATON VANCE NEW YORK MUN BD
-$671.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$593.3K
17,898
+29%
清仓
—
EATON VANCE CALIF MUN BD FD
-$402.8K
0
-100%
增持
AAPL
APPLE INC
+$390.9K
19,467
+1%
增持
META
META PLATFORMS INC
-$316.2K
4,276
+0%
减持
EVN
EATON VANCE MUNI INCOME TRUS
-$279.6K
398,934
-3%
减持
NBH
NEUBERGER MUN FD INC
-$253.4K
203,897
-9%
建仓
SLV
ISHARES SILVER TR
+$253.0K
3,927
减持
C
CITIGROUP INC
+$246.4K
16,434
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$243.4K
119,051
+3%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$231.2K
17,950
建仓
MU
MICRON TECHNOLOGY INC
+$228.9K
802
减持
DFAC
DIMENSIONAL ETF TRUST
+$225.3K
312,016
-1%
建仓
JNJ
JOHNSON & JOHNSON
+$218.9K
1,058
建仓
VZ
VERIZON COMMUNICATIONS INC
+$212.4K
5,216
建仓
VOO
VANGUARD INDEX FDS
+$200.9K
320
增持
XPCQX
PIMCO CALIF MUN INCOME FD
+$198.2K
200,176
+13%
清仓
XPHDX
PIONEER FLOATING RATE FUND I
-$194.2K
0
-100%
建仓
NRK
NUVEEN NEW YORK AMT QLT MUNI
+$187.9K
18,625
增持
DFAI
DIMENSIONAL ETF TRUST
+$174.1K
58,630
+3%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$156.7K
16,990
-42%
增持
GOOG
ALPHABET INC
+$143.0K
1,941
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$138.4K
9,226
+35%
增持
MFM
MFS MUN INCOME TR
+$137.9K
151,674
+19%
建仓
XEADX
ALLSPRING INCOME OPPORTUNIT
+$121.5K
17,923
增持
DFUV
DIMENSIONAL ETF TRUST
+$121.0K
62,935
+0%
增持
ORCL
ORACLE CORP
-$120.2K
1,421
+1%
建仓
ONDS
ONDAS HLDGS INC
+$119.1K
12,202
减持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$117.9K
178,141
-5%
增持
CCIF
CARLYLE CREDIT INCOME FUND
+$116.2K
52,974
+133%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$109.5K
21,803
增持
NHS
NEUBERGER HIGH YIELD ST FD I
+$103.0K
96,287
+18%
增持
—
BLACKROCK MUNI INCOME TR II
+$100.9K
101,621
+11%
减持
BKT
BLACKROCK INCOME TR INC
-$100.7K
363,933
-1%
减持
MYI
BLACKROCK MUNIYIELD QUALITY
-$99.4K
236,350
-2%
减持
PML
PIMCO MUN INCOME FD II
-$98.0K
153,692
-3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$95.1K
17,503
+4%
减持
MSFT
MICROSOFT CORP
-$93.1K
2,623
-0%
减持
PMO
PUTNAM MUN OPPORTUNITIES TR
+$91.7K
472,403
-2%
减持
MQY
BLACKROCK MUNIYILD QULT FD I
-$86.3K
192,732
-1%
减持
BGT
BLACKROCK FLOATING RATE INC
-$83.2K
77,092
-2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$74.2K
71,118
+0%
建仓
MMT
MFS MULTIMARKET INCOME TR
+$72.1K
15,500
减持
OIA
INVESCO MUNI INCOME OPP TRST
-$65.7K
74,780
-12%
减持
NUV
NUVEEN MUN VALUE FD INC
-$64.4K
33,153
-18%
增持
VVR
INVESCO SR INCOME TR
+$64.0K
118,682
+27%
减持
KTF
DWS MUN INCOME TR NEW
-$59.6K
129,200
-4%
增持
FMN
FEDERATED HERMES PREM MUNI I
+$57.4K
31,121
+19%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
+$56.8K
182,277
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$55.9K
3,535
+0%
增持
AVGO
BROADCOM INC
+$55.5K
3,123
+0%
减持
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$54.9K
102,503
-3%
增持
FDVV
FIDELITY COVINGTON TRUST
+$52.5K
19,736
+3%
增持
IEF
ISHARES TR
+$52.0K
6,283
+10%
增持
DFAT
DIMENSIONAL ETF TRUST
+$51.8K
22,837
+2%
增持
XCXEX
MFS HIGH INCOME MUN TR
+$51.2K
165,291
+10%
增持
DMB
BNY MELLON MUN BD INFRASTRUC
+$51.1K
37,722
+11%
减持
DFAX
DIMENSIONAL ETF TRUST
+$50.3K
64,681
-2%
减持
NVDA
NVIDIA CORPORATION
-$48.3K
13,273
-2%
增持
NFLX
NETFLIX INC
-$48.0K
3,005
+993%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$46.6K
81,920
-5%
增持
AMZN
AMAZON COM INC
+$45.7K
3,161
+1%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$40.0K
33,770
+0%
减持
DTF
DTF TAX-FREE INCOME 2028 TER
-$39.0K
10,939
-24%
减持
JFR
NUVEEN FLOATING RATE INCOME
-$37.6K
107,219
-0%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$33.7K
85,051
-0%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$32.6K
49,351
-8%
增持
T
AT&T INC
-$29.0K
9,054
+1%
减持
VFL
ABRDN NATL MUN INCOME FD
-$29.0K
27,210
-9%
增持
VXUS
VANGUARD STAR FDS
+$27.8K
12,460
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$27.3K
2,671
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$26.4K
3,577
+3%
增持
EIM
EATON VANCE MUN BD FD
+$23.5K
171,927
+4%
减持
GEV
GE VERNOVA INC
-$23.2K
2,549
-7%
减持
VKI
INVESCO ADVANTAGE MUN INCOME
+$22.0K
83,679
-1%
清仓
—
BLACKROCK INCOME TR INC
-$21.6K
0
-100%
增持
VKQ
INVESCO MUNICIPAL TRUST
+$19.6K
33,542
+6%
增持
LQD
ISHARES TR
+$18.2K
15,135
+2%
增持
VFVA
VANGUARD WELLINGTON FD
+$16.5K
2,155
+2%
增持
AGG
ISHARES TR
+$16.1K
7,075
+3%
减持
IVV
ISHARES TR
+$15.9K
4,776
-2%
增持
—
BLACKROCK CALIF MUN INCOME T
-$15.8K
75,913
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.0K
5,817
+0%
增持
DSU
BLACKROCK DEBT STRATEGIES FD
+$14.9K
44,143
+8%
增持
V
VISA INC
+$14.8K
963
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
-$14.1K
14,345
-7%
增持
PFF
ISHARES TR
-$13.1K
20,042
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$12.8K
38,384
+0%
减持
VMO
INVESCO MUN OPPORTUNITY TR
-$11.0K
42,780
-2%
增持
IEFA
ISHARES TR
+$10.7K
3,581
+1%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$9.7K
97,108
-0%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
-$8.2K
18,624
+0%
增持
IJH
ISHARES TR
+$7.5K
8,270
+0%
增持
AFB
ALLIANCEBERNSTEIN NATL MUN I
+$7.3K
47,652
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0K
436
+3%
增持
VFQY
VANGUARD WELLINGTON FD
+$7.0K
1,593
+1%
增持
VBR
VANGUARD INDEX FDS
+$6.3K
1,696
+0%
增持
XEVVX
EATON VANCE LIMITED DURATION
+$5.9K
99,828
+3%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$5.4K
10,955
+0%
增持
XCMUX
MFS HIGH YIELD MUN TR
+$5.4K
124,123
+0%
减持
VLT
INVESCO HIGH INCOME TR II
-$5.3K
74,476
-0%
减持
IYY
ISHARES TR
+$4.5K
2,253
-1%
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$4.5K
32,929
+0%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$4.4K
11,507
+0%
减持
IEMG
ISHARES INC
+$3.6K
7,464
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.2K
7,832
+0%
增持
ABBV
ABBVIE INC
+$3.1K
1,326
+2%
减持
OEF
ISHARES TR
+$2.1K
1,025
-2%
减持
IVW
ISHARES TR
+$886
2,725
-2%
