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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 111 项
建仓 10
增持 75
减持 24
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
233,831
-15%
增持
IVV
ISHARES TR
+$1.5M
21,516
+2%
增持
IQLT
ISHARES TR
+$1.4M
81,505
+52%
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。
增持
QGRO
AMERICAN CENTY ETF TR
+$1.3M
80,954
+1%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.1M
32,469
增持
MSFT
MICROSOFT CORP
+$657.1K
5,019
+2%
增持
AVGO
BROADCOM INC
+$528.1K
4,762
+2%
增持
IVW
ISHARES TR
+$447.6K
24,751
+1%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$396.0K
18,716
+6%
减持
COWZ
PACER FDS TR
-$394.9K
27,177
-21%
建仓
FDIF
FIDELITY COVINGTON TRUST
+$377.1K
11,178
增持
ORCL
ORACLE CORP
+$365.7K
4,563
+1%
增持
NVDA
NVIDIA CORPORATION
+$364.3K
6,930
+3%
增持
QQQ
INVESCO QQQ TR
+$304.0K
3,612
+0%
建仓
CEG
CONSTELLATION ENERGY CORP
+$278.7K
864
增持
TFLO
ISHARES TR
+$277.1K
50,714
+12%
建仓
SCZ
ISHARES TR
+$274.2K
3,773
减持
AAPL
APPLE INC
-$267.0K
11,463
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$261.3K
4,118
+2%
建仓
SAP
SAP SE
+$235.6K
775
减持
AMGN
AMGEN INC
-$232.0K
6,635
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$227.5K
1,112
建仓
—
ASML HOLDING N V
+$219.5K
274
清仓
—
ACCENTURE PLC IRELAND
-$211.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$210.6K
4,043
+3%
减持
SPSM
SPDR SERIES TRUST
-$209.1K
37,506
-15%
建仓
SPYG
SPDR SERIES TRUST
+$208.1K
2,183
增持
IEF
ISHARES TR
+$203.5K
31,347
+7%
清仓
AFL
AFLAC INC
-$200.3K
0
-100%
建仓
CRM
SALESFORCE INC
+$200.3K
734
建仓
EFV
ISHARES TR
+$200.0K
3,151
增持
QUAL
ISHARES TR
+$198.9K
5,508
+16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$191.7K
1,968
-9%
增持
META
META PLATFORMS INC
+$172.9K
906
+5%
增持
UNH
UNITEDHEALTH GROUP INC
-$158.8K
1,055
+13%
增持
—
EATON CORP PLC
+$153.0K
1,704
+2%
增持
DGRO
ISHARES TR
+$143.8K
42,061
+2%
增持
VSDM
VANGUARD MUN BD FDS
+$141.9K
7,373
+33%
减持
AMZN
AMAZON COM INC
+$138.8K
5,647
-2%
增持
IEI
ISHARES TR
+$137.7K
53,443
+1%
增持
FFSM
FIDELITY COVINGTON TRUST
+$137.3K
21,040
+22%
减持
VTI
VANGUARD INDEX FDS
+$135.1K
5,691
-2%
增持
IEFA
ISHARES TR
+$127.1K
13,234
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$122.8K
2,496
+1%
减持
AXP
AMERICAN EXPRESS CO
+$121.7K
2,788
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$120.7K
728
+1%
增持
IUSV
ISHARES TR
+$118.0K
23,663
+3%
增持
C
CITIGROUP INC
+$116.0K
6,986
+4%
增持
WMT
WALMART INC
+$112.6K
10,463
+1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$106.6K
69,744
+5%
增持
CSCO
CISCO SYS INC
+$102.1K
12,217
+1%
减持
IJH
ISHARES TR
+$98.1K
27,412
-0%
增持
EFA
ISHARES TR
+$97.9K
8,175
+6%
增持
INTU
INTUIT
+$93.5K
529
+1%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$92.3K
110,379
+14%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$91.8K
6,346
+0%
增持
CAT
CATERPILLAR INC
+$89.5K
1,523
+0%
增持
GOOGL
ALPHABET INC
+$83.5K
3,356
+2%
增持
SMMV
ISHARES TR
+$83.2K
18,814
+10%
减持
BOND
PIMCO ETF TR
-$82.5K
11,859
-7%
增持
GOOG
ALPHABET INC
+$78.7K
2,214
+10%
减持
CVX
CHEVRON CORP NEW
-$78.4K
1,828
-10%
减持
MRK
MERCK & CO INC
-$77.7K
5,533
-4%
增持
CAH
CARDINAL HEALTH INC
+$75.1K
2,436
+0%
增持
—
JOHNSON CTLS INTL PLC
+$68.2K
2,594
+1%
增持
BLK
BLACKROCK INC
+$65.2K
602
+1%
增持
TD
TORONTO DOMINION BK ONT
+$59.5K
4,220
+1%
增持
—
EXXON MOBIL CORP
-$53.1K
5,481
+1%
增持
ABBV
ABBVIE INC
-$51.4K
2,510
+2%
减持
EEM
ISHARES TR
+$49.2K
11,324
-0%
减持
UNP
UNION PAC CORP
-$46.8K
4,875
-1%
增持
COST
COSTCO WHSL CORP NEW
+$46.8K
931
+1%
减持
JNJ
JOHNSON & JOHNSON
-$45.5K
3,341
-0%
增持
BNY
BANK NEW YORK MELLON CORP
+$44.0K
5,658
+1%
增持
PG
PROCTER AND GAMBLE CO
-$42.7K
4,518
+1%
增持
SHY
ISHARES TR
+$42.0K
64,205
+1%
增持
BX
BLACKSTONE INC
+$41.2K
3,666
+1%
增持
BAC
BANK AMERICA CORP
+$39.5K
5,568
+4%
增持
MCD
MCDONALDS CORP
-$37.8K
2,065
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$30.6K
15,805
+2%
增持
AGG
ISHARES TR
+$30.3K
12,718
+2%
减持
TXN
TEXAS INSTRS INC
+$29.5K
1,474
-4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$28.8K
4,369
+0%
增持
SNA
SNAP ON INC
-$28.7K
1,201
+1%
增持
IDV
ISHARES TR
+$28.2K
7,491
+1%
增持
LLY
ELI LILLY & CO
-$25.4K
1,362
+3%
减持
—
CHUBB LIMITED
-$20.4K
1,516
-0%
增持
QCOM
QUALCOMM INC
+$19.6K
2,850
+1%
减持
IJR
ISHARES TR
-$17.5K
7,722
-6%
增持
CME
CME GROUP INC
+$16.9K
994
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$16.0K
4,376
-6%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$16.0K
19,154
-1%
减持
FDRR
FIDELITY COVINGTON TRUST
+$15.1K
4,024
-1%
增持
IWD
ISHARES TR
+$11.4K
1,660
+0%
减持
V
VISA INC
-$10.2K
1,630
-3%
增持
HD
HOME DEPOT INC
+$8.5K
1,929
+1%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$8.3K
4,273
+1%
减持
STLD
STEEL DYNAMICS INC
+$7.5K
2,592
-0%
增持
—
MEDTRONIC PLC
-$7.0K
4,397
+1%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$6.7K
21,513
+1%
增持
NOC
NORTHROP GRUMMAN CORP
-$6.4K
816
+1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$6.1K
3,364
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$5.3K
1,104
+1%
增持
ETR
ENTERGY CORP NEW
-$5.2K
2,784
+1%
增持
SHV
ISHARES TR
+$4.9K
4,234
+1%
增持
KO
COCA COLA CO
+$2.6K
5,169
+2%
增持
VNQ
VANGUARD INDEX FDS
+$2.3K
40,300
+2%
增持
O
REALTY INCOME CORP
+$2.1K
7,061
+1%
增持
MINT
PIMCO ETF TR
+$826
5,794
+0%
增持
WM
WASTE MGMT INC DEL
+$434
1,323
+1%
增持
VCRM
VANGUARD MUN BD FDS
-$163
3,350
+1%
