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MFA Wealth Services 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MFA Wealth Services
报告期 2026-03-31 · CIK 0001989379
持仓数
122
前50大市值合计
$117.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 108 项
建仓 2
增持 46
减持 56
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SHV
ISHARES TR
-$1.5M
4,189
-76%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
275,281
-18%
增持
TFLO
ISHARES TR
+$1.2M
45,235
+117%
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
SPSM
SPDR SER TR
-$1.1M
44,329
-32%
增持
IEI
ISHARES TR
+$877.0K
52,710
+14%
增持
COWZ
PACER FDS TR
+$819.6K
34,557
+82%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$733.5K
17,681
+71%
减持
AAPL
APPLE INC
-$571.7K
11,790
-7%
清仓
SCZ
ISHARES TR
-$419.5K
0
-100%
增持
IEF
ISHARES TR
+$417.5K
29,344
+14%
减持
MSFT
MICROSOFT CORP
-$332.3K
4,900
-5%
减持
AVGO
BROADCOM INC
-$332.3K
4,686
-3%
减持
AMGN
AMGEN INC
+$313.7K
6,691
-2%
减持
BX
BLACKSTONE INC
-$306.7K
3,628
-23%
增持
SHY
ISHARES TR
+$305.5K
63,798
+5%
减持
AGG
ISHARES TR
-$239.5K
12,448
-18%
增持
IUSV
ISHARES TR
+$229.8K
22,985
+13%
减持
IVW
ISHARES TR
-$229.6K
24,533
-1%
清仓
PANW
PALO ALTO NETWORKS INC
-$224.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$217.5K
0
-100%
减持
IJR
ISHARES TR
-$216.5K
8,239
-12%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$210.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$205.8K
2,569
建仓
AFL
AFLAC INC
+$200.3K
1,801
减持
AMZN
AMAZON COM INC
-$171.7K
5,783
-0%
减持
—
EATON CORP PLC
-$161.7K
1,676
-10%
减持
ORCL
ORACLE CORP
-$156.3K
4,520
-4%
增持
VSDM
VANGUARD MUN BD FDS
+$153.3K
5,527
+57%
增持
IVV
ISHARES TR
+$148.8K
21,170
+6%
减持
WMT
WALMART INC
-$141.0K
10,370
-11%
增持
NVDA
NVIDIA CORPORATION
-$141.0K
6,741
+4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$140.9K
4,045
-2%
增持
IJH
ISHARES TR
+$140.2K
27,455
+17%
减持
CAT
CATERPILLAR INC
-$137.0K
1,522
-14%
增持
GOOGL
ALPHABET INC
-$113.2K
3,285
+0%
增持
VNQ
VANGUARD INDEX FDS
+$112.6K
39,616
+2%
减持
IQLT
ISHARES TR
+$110.6K
53,471
-1%
减持
MRK
MERCK & CO INC
-$108.9K
5,745
-8%
减持
EEM
ISHARES TR
-$101.8K
11,374
-21%
减持
PG
PROCTER AND GAMBLE CO
-$101.2K
4,474
-13%
减持
AXP
AMERICAN EXPRESS CO
-$100.8K
2,852
-2%
增持
ABBV
ABBVIE INC
+$97.3K
2,469
+4%
减持
HD
HOME DEPOT INC
-$89.1K
1,906
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$83.4K
2,465
+2%
增持
VTI
VANGUARD INDEX FDS
-$81.6K
5,802
+0%
增持
—
EXXON MOBIL CORP
+$74.4K
5,414
+2%
减持
DGRO
ISHARES TR
-$71.0K
41,203
-3%
增持
GOOG
ALPHABET INC
-$68.4K
2,010
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$67.0K
4,646
-22%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$62.5K
96,458
+5%
增持
BOND
PIMCO ETF TR
+$61.9K
12,715
+3%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$61.3K
19,328
-10%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$56.4K
66,655
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$55.7K
2,155
-19%
增持
BNY
BANK NEW YORK MELLON CORP
+$53.2K
5,622
+3%
增持
O
REALTY INCOME CORP
+$53.1K
6,977
+6%
增持
STLD
STEEL DYNAMICS INC
+$52.5K
2,593
+9%
减持
JNJ
JOHNSON & JOHNSON
-$50.7K
3,352
-20%
增持
CVX
CHEVRON CORP NEW
+$49.2K
2,034
+1%
减持
INTU
INTUIT
-$44.8K
526
-10%
减持
FDRR
FIDELITY COVINGTON TRUST
-$43.2K
4,068
-15%
减持
CAH
CARDINAL HEALTH INC
+$41.9K
2,425
-2%
增持
QGRO
AMERICAN CENTY ETF TR
-$41.5K
80,386
+6%
增持
TD
TORONTO DOMINION BK ONT
+$37.5K
4,179
+4%
增持
CME
CME GROUP INC
+$37.3K
969
+2%
减持
WM
WASTE MGMT INC DEL
+$37.1K
1,306
-1%
减持
SNA
SNAP ON INC
-$36.0K
1,194
-8%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$34.4K
15,529
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$31.3K
809
-1%
减持
IEFA
ISHARES TR
+$30.4K
12,924
-4%
减持
—
MEDTRONIC PLC
+$29.8K
4,344
-4%
增持
ETR
ENTERGY CORP NEW
+$29.6K
2,768
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$29.1K
4,367
+6%
增持
COST
COSTCO WHSL CORP NEW
+$27.8K
925
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$26.7K
3,920
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$25.8K
6,322
-1%
增持
—
ACCENTURE PLC IRELAND
-$24.9K
679
+1%
减持
UNP
UNION PAC CORP
+$24.3K
4,947
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.8K
931
-8%
减持
EFA
ISHARES TR
-$23.6K
7,744
-11%
减持
QCOM
QUALCOMM INC
-$22.3K
2,828
-5%
减持
GS
GOLDMAN SACHS GROUP INC
-$20.7K
722
-0%
增持
QUAL
ISHARES TR
-$20.0K
4,729
+2%
增持
C
CITIGROUP INC
+$19.3K
6,742
+3%
增持
FFSM
FIDELITY COVINGTON TRUST
-$19.3K
17,228
+2%
减持
LLY
ELI LILLY & CO
+$18.8K
1,316
-5%
减持
V
VISA INC
+$18.6K
1,680
-7%
减持
CSCO
CISCO SYS INC
-$18.5K
12,080
-6%
增持
LMT
LOCKHEED MARTIN CORP
-$17.1K
579
+2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$16.1K
3,359
+0%
增持
META
META PLATFORMS INC
+$15.9K
861
+5%
减持
TRV
TRAVELERS COMPANIES INC
-$14.3K
1,097
-13%
增持
GD
GENERAL DYNAMICS CORP
+$12.0K
788
+2%
增持
BAC
BANK AMERICA CORP
-$10.6K
5,366
+1%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$10.2K
21,199
-9%
增持
BLK
BLACKROCK INC
-$10.2K
598
+6%
增持
TXN
TEXAS INSTRS INC
-$7.9K
1,539
+2%
增持
VOO
VANGUARD INDEX FDS
-$7.7K
707
+3%
减持
MINT
PIMCO ETF TR
-$6.4K
5,780
-1%
增持
IWD
ISHARES TR
+$6.3K
1,653
+0%
减持
KO
COCA COLA CO
+$5.7K
5,070
-12%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$5.0K
4,250
+2%
减持
IDV
ISHARES TR
+$4.7K
7,425
-10%
减持
MCD
MCDONALDS CORP
-$2.8K
2,053
-8%
减持
—
CHUBB LIMITED
-$1.6K
1,522
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5K
6,220
+1%
减持
SMMV
ISHARES TR
-$825
17,062
-0%
增持
VCRM
VANGUARD MUN BD FDS
+$87
3,322
+0%
