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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 109 项
建仓 5
增持 61
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$2.2M
382,553
+115%
增持
MYI
BLACKROCK MUNIYIELD QUALITY
+$1.8M
419,230
+77%
清仓
XMVFX
BLACKROCK MUNIVEST FD INC
-$1.3M
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。
-100%
建仓
PNI
PIMCO NEW YORK MUN FD II
+$1.2M
169,509
清仓
—
BLACKROCK MUNI INCOME TR II
-$1.1M
0
-100%
清仓
—
BLACKROCK MUN INCOME TR
-$1.0M
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$864.1K
136,148
+14%
清仓
—
BLACKROCK CALIF MUN INCOME T
-$815.3K
0
-100%
增持
MUC
BLACKROCK MUNIHLDNGS CALI
+$788.9K
180,332
+76%
清仓
—
BLACKROCK MUNIVEST FD II INC
-$700.3K
0
-100%
减持
—
EXXON MOBIL CORP
+$687.0K
16,744
-6%
减持
GEV
GE VERNOVA INC
+$558.2K
2,548
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$428.7K
68,355
+17%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$410.8K
235,758
+22%
清仓
—
BLACKROCK LONG-TERM MUN ADVA
-$408.2K
0
-100%
增持
MUA
BLACKROCK MUNIASSETS FD INC
+$403.9K
123,923
+46%
增持
META
META PLATFORMS INC
-$373.3K
4,281
+0%
减持
AAPL
APPLE INC
-$359.7K
19,436
-0%
增持
MSFT
MICROSOFT CORP
-$292.4K
2,637
+1%
清仓
—
BLACKROCK MUNIHOLDINGS QUALI
-$272.9K
0
-100%
建仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
+$264.7K
27,570
增持
VTI
VANGUARD INDEX FDS
-$264.4K
33,417
+2%
减持
CVX
CHEVRON CORPORATION
+$258.2K
4,832
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$244.2K
311,593
-0%
减持
NVDA
NVIDIA CORPORATION
-$241.8K
12,784
-4%
建仓
CAT
CATERPILLAR INC
+$233.8K
330
清仓
—
BLACKROCK INVT QUALITY MUN T
-$221.4K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
+$201.2K
24,995
+9%
清仓
VOO
VANGUARD INDEX FDS
-$200.9K
0
-100%
减持
IVV
ISHARES TR
-$196.1K
4,707
-1%
增持
NXP
NUVEEN SELECT TAX-FREE INCOM
+$180.0K
101,012
+12%
增持
LQD
ISHARES TR
+$174.0K
16,898
+12%
清仓
XMQTX
BLACKROCK MUNIYIELD QUALITY
-$164.8K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$149.5K
70,452
-1%
减持
EVN
EATON VANCE MUN INCOME TR
-$148.9K
398,047
-0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$138.7K
11,626
+26%
清仓
ONDS
ONDAS HLDGS INC
-$119.1K
0
-100%
清仓
—
BLACKROCK MUNIHLDGS NY QLTY
-$118.7K
0
-100%
增持
EVF
EATON VANCE SR INCOME TR
+$115.5K
72,297
+55%
增持
AVGO
BROADCOM INC
-$112.1K
3,130
+0%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$108.3K
10,274
增持
BKT
BLACKROCK INCOME TR INC
-$103.7K
370,302
+2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$101.4K
18,469
+6%
增持
AGG
ISHARES TR
+$92.2K
8,047
+14%
减持
DFUV
DIMENSIONAL ETF TRUST
+$88.8K
62,339
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$88.6K
3,570
+1%
增持
FMN
FEDERATED HERMES PREM MUNI I
+$84.8K
39,388
+27%
减持
VLT
INVESCO HIGH INCOME TR II
-$80.3K
74,418
-0%
增持
AMZN
AMAZON COM INC
-$71.1K
3,162
+0%
增持
GOOGL
ALPHABET INC
-$68.1K
3,045
+1%
增持
JPM
JPMORGAN CHASE & CO
-$64.3K
2,707
+1%
减持
VUG
VANGUARD INDEX FDS
-$61.5K
669
-8%
增持
PDT
HANCOCK JOHN PREM DIVID FD
+$59.7K
20,687
+24%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$58.0K
182,448
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$56.5K
1,325
+4%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$56.1K
97,015
-0%
增持
C
CITIGROUP INC
-$53.4K
16,438
+0%
增持
IEMG
ISHARES INC
+$50.3K
7,914
+6%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$48.0K
99,606
-0%
增持
V
VISA INC
-$45.8K
966
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
+$42.3K
63,564
-2%
减持
OEF
ISHARES TR
-$41.4K
975
-5%
增持
JNJ
JOHNSON & JOHNSON
+$40.2K
1,060
+0%
增持
XBI
SPDR SERIES TRUST
+$39.8K
6,655
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$39.2K
5,013
-4%
增持
IEF
ISHARES TR
+$38.6K
6,735
+7%
增持
T
AT&T INC
+$37.8K
9,063
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$35.4K
3,755
+5%
增持
DHF
BNY MELLON HIGH YIELD STRATE
+$31.8K
151,410
+11%
增持
FDVV
FIDELITY COVINGTON TRUST
+$29.4K
20,786
+5%
减持
DSU
BLACKROCK DEBT STRATEGIES FD
-$29.3K
43,802
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$29.2K
4,207
-1%
增持
IEFA
ISHARES TR
+$28.5K
3,853
+8%
增持
NBH
NEUBERGER MUN FD INC
+$28.0K
206,547
+1%
减持
EOT
EATON VANCE NATL MUN OPPORT
-$25.9K
79,402
-3%
增持
XFRAX
BLACKROCK FLOATING RATE INCO
-$24.5K
33,879
+0%
增持
IJR
ISHARES TR
+$20.7K
4,375
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$19.8K
2,746
-3%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$19.7K
38,406
+0%
减持
VXUS
VANGUARD STAR FDS
+$18.8K
12,435
-0%
增持
DMB
BNY MELLON MUN BD INFRASTRUC
-$16.9K
37,729
+0%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$16.2K
49,356
+0%
增持
IJH
ISHARES TR
+$13.1K
8,275
+0%
增持
IWD
ISHARES TR
+$11.5K
3,278
+0%
增持
VB
VANGUARD INDEX FDS
+$11.5K
881
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.1K
5,844
+0%
增持
VBR
VANGUARD INDEX FDS
+$10.6K
1,703
+0%
增持
VFVA
VANGUARD WELLINGTON FD
+$10.2K
2,202
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$9.6K
3,307
-6%
减持
XEVGX
EATON VANCE SHORT DURATION D
-$9.3K
25,645
-1%
增持
XCMUX
MFS HIGH YIELD MUN TR
+$9.1K
124,236
+0%
减持
EFA
ISHARES TR
-$8.6K
3,100
-4%
减持
DFAR
DIMENSIONAL ETF TRUST
+$8.5K
17,529
-1%
增持
NFLX
NETFLIX INC.
+$7.6K
3,009
+0%
减持
VFMO
VANGUARD WELLINGTON FD
+$5.5K
1,178
-1%
减持
NUV
NUVEEN MUN VALUE FD INC
-$5.0K
32,855
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.0K
447
+3%
增持
LEO
BNY MELLON STRATEGIC MUNS IN
-$4.1K
60,323
+0%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$2.6K
11,454
-0%
增持
PFF
ISHARES TR
+$2.4K
20,544
+3%
增持
VMO
INVESCO MUN OPPORTUNIT TR
-$2.3K
42,804
+0%
增持
XCXEX
MFS HIGH INCOME MUN TR
+$2.3K
165,470
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9K
7,826
-0%
增持
VFQY
VANGUARD WELLINGTON FD
+$1.1K
1,645
+3%
建仓
NHS-R
NEUBERGER HIGH YIELD ST FD I
+$770
96,284
增持
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$744
32,935
+0%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$581
10,981
+0%
增持
JLS
NUVEEN MORTGAGE AND INCOME F
-$269
18,671
+0%
减持
VNQ
VANGUARD INDEX FDS
+$114
2,849
-0%
