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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 124 项
建仓 12
增持 80
减持 28
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
IQLT
ISHARES TR
+$2.0M
124,617
+53%
增持
FFSM
FIDELITY COVINGTON TRUST
+$1.5M
71,856
+242%
减持
TFLO
ISHARES TR
-$1.3M
25,445
-50%
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
IVV
ISHARES TR
+$1.3M
21,848
+2%
增持
GLD
SPDR GOLD TR
+$1.1M
3,949
+295%
建仓
FEMR
FIDELITY COVINGTON TRUST
+$1.1M
35,380
建仓
VTIP
VANGUARD MALVERN FDS
+$1.1M
21,640
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$920.7K
10,994
-41%
减持
SHY
ISHARES TR
-$804.4K
54,431
-15%
减持
COWZ
PACER FDS TR
-$772.4K
12,616
-54%
减持
AAPL
APPLE INC
+$541.5K
11,363
-1%
增持
QGRO
AMERICAN CENTY ETF TR
+$471.8K
81,342
+0%
减持
IEI
ISHARES TR
-$430.1K
49,657
-7%
清仓
IWD
ISHARES TR
-$322.4K
0
-100%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$287.6K
8,417
减持
ORCL
ORACLE CORP
+$284.1K
4,558
-0%
增持
IVW
ISHARES TR
+$272.3K
24,829
+0%
建仓
VTES
VANGUARD WELLINGTON FD
+$264.1K
2,592
建仓
BABA
ALIBABA GROUP HLDG LTD
+$261.8K
1,465
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$248.9K
5,921
建仓
TSLA
TESLA INC
+$247.7K
557
增持
VNQ
VANGUARD INDEX FDS
+$241.3K
41,899
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$240.2K
4,200
+2%
建仓
CCJ
CAMECO CORP
+$218.1K
2,601
减持
AVGO
BROADCOM INC
+$215.1K
4,631
-3%
清仓
VTEB
VANGUARD MUN BD FDS
-$214.5K
0
-100%
建仓
RTX
RTX CORPORATION
+$206.8K
1,236
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$206.5K
2,069
建仓
AFL
AFLAC INC
+$204.0K
1,827
建仓
SPYM
SPDR SERIES TRUST
+$203.0K
2,591
清仓
CRM
SALESFORCE INC
-$200.3K
0
-100%
清仓
EFV
ISHARES TR
-$200.0K
0
-100%
增持
GOOG
ALPHABET INC
+$194.9K
2,412
+9%
增持
—
ASML HOLDING N V
+$183.3K
416
+52%
减持
NVDA
NVIDIA CORPORATION
+$171.0K
6,785
-2%
减持
GOOGL
ALPHABET INC
+$158.6K
3,085
-8%
增持
CAT
CATERPILLAR INC
+$147.3K
1,548
+2%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$142.4K
35,624
+10%
增持
MSFT
MICROSOFT CORP
+$138.6K
5,088
+1%
增持
ABBV
ABBVIE INC
+$138.3K
2,610
+4%
增持
C
CITIGROUP INC
+$136.6K
7,205
+3%
增持
IUSV
ISHARES TR
+$134.6K
23,750
+0%
增持
JNJ
JOHNSON & JOHNSON
+$133.6K
3,473
+4%
减持
VTI
VANGUARD INDEX FDS
+$122.0K
5,643
-1%
增持
BNY
BANK NEW YORK MELLON CORP
+$120.7K
5,838
+3%
增持
QUAL
ISHARES TR
+$118.7K
5,788
+5%
减持
DGRO
ISHARES TR
+$117.8K
41,234
-2%
增持
IJR
ISHARES TR
+$116.9K
8,086
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$116.3K
4,085
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$113.0K
17,134
+8%
减持
QQQ
INVESCO QQQ TR
-$110.1K
3,135
-13%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$108.5K
73,326
+5%
增持
IJH
ISHARES TR
+$99.8K
27,581
+1%
增持
BX
BLACKSTONE INC
+$95.7K
3,770
+3%
增持
HD
HOME DEPOT INC
+$94.3K
1,978
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$92.4K
6,328
+2%
增持
IEF
ISHARES TR
+$91.0K
32,066
+2%
增持
BLK
BLACKROCK INC
+$88.6K
618
+3%
增持
—
EATON CORP PLC
+$87.6K
1,860
+9%
减持
EEM
ISHARES TR
-$85.1K
8,635
-24%
增持
GS
GOLDMAN SACHS GROUP INC
+$84.1K
753
+3%
减持
SPSM
SPDR SERIES TRUST
+$78.1K
36,181
-4%
增持
WMT
WALMART INC
+$74.9K
10,654
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$71.7K
229,605
-2%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$71.5K
3,905
-9%
增持
TD
TORONTO DOMINION BK ONT
+$61.9K
4,651
+10%
增持
O
REALTY INCOME CORP
+$59.6K
7,672
+9%
增持
AXP
AMERICAN EXPRESS CO
+$55.9K
2,845
+2%
增持
SNA
SNAP ON INC
+$54.7K
1,236
+3%
增持
—
EXXON MOBIL CORP
+$54.0K
5,719
+4%
减持
SHV
ISHARES TR
-$52.9K
3,753
-11%
增持
IEFA
ISHARES TR
+$52.1K
13,250
+0%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$49.3K
112,740
+2%
增持
GD
GENERAL DYNAMICS CORP
+$48.7K
817
+4%
增持
INTU
INTUIT
-$48.6K
538
+2%
增持
—
MEDTRONIC PLC
+$48.1K
4,529
+3%
增持
COST
COSTCO WHSL CORP NEW
-$46.6K
945
+2%
增持
MCD
MCDONALDS CORP
+$44.2K
2,131
+3%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$41.8K
18,315
-4%
增持
AMGN
AMGEN INC
+$40.8K
6,709
+1%
增持
MRK
MERCK & CO INC
+$40.5K
5,701
+3%
增持
UNP
UNION PAC CORP
+$38.4K
4,908
+1%
增持
ETR
ENTERGY CORP NEW
+$38.0K
2,891
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.9K
1,977
+0%
增持
VSDM
VANGUARD MUN BD FDS
+$36.8K
7,758
+5%
增持
VOO
VANGUARD INDEX FDS
+$32.7K
710
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$31.4K
862
-18%
增持
FDIF
FIDELITY COVINGTON TRUST
+$30.5K
11,476
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$30.1K
597
+3%
增持
QCOM
QUALCOMM INC
+$28.9K
2,902
+2%
增持
—
JOHNSON CTLS INTL PLC
+$28.7K
2,754
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$28.6K
4,515
+3%
增持
CVX
CHEVRON CORP NEW
+$27.9K
1,866
+2%
增持
TXN
TEXAS INSTRS INC
-$26.5K
1,521
+3%
增持
BAC
BANK AMERICA CORP
+$25.3K
5,598
+1%
增持
SMMV
ISHARES TR
+$23.4K
18,902
+0%
增持
BOND
PIMCO ETF TR
+$23.2K
11,959
+1%
增持
SPYG
SPDR SERIES TRUST
+$20.4K
2,186
+0%
增持
V
VISA INC
-$20.1K
1,636
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$19.9K
907
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$19.7K
2,538
+2%
减持
MINT
PIMCO ETF TR
-$19.6K
5,590
-4%
减持
STLD
STEEL DYNAMICS INC
+$19.5K
2,519
-3%
增持
CAH
CARDINAL HEALTH INC
-$18.2K
2,491
+2%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$18.0K
25,211
+17%
增持
IDV
ISHARES TR
+$16.4K
7,522
+0%
增持
KO
COCA COLA CO
-$16.4K
5,268
+2%
增持
LLY
ELI LILLY & CO
+$15.4K
1,411
+4%
增持
PG
PROCTER AND GAMBLE CO
-$14.5K
4,590
+2%
减持
SCZ
ISHARES TR
+$13.6K
3,752
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$13.5K
1,106
+0%
减持
META
META PLATFORMS INC
-$9.2K
899
-1%
增持
AMZN
AMAZON COM INC
+$9.1K
5,684
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$9.0K
6,714
+6%
增持
VCRM
VANGUARD MUN BD FDS
+$7.9K
3,381
+1%
增持
CSCO
CISCO SYS INC
+$7.6K
12,499
+2%
增持
WM
WASTE MGMT INC DEL
+$7.3K
1,405
+6%
减持
NOC
NORTHROP GRUMMAN CORP
+$6.3K
680
-17%
减持
AGG
ISHARES TR
-$5.5K
12,530
-1%
增持
—
CHUBB LIMITED
+$4.4K
1,571
+4%
减持
PANW
PALO ALTO NETWORKS INC
-$3.6K
1,100
-1%
减持
FDRR
FIDELITY COVINGTON TRUST
+$3.0K
3,775
-6%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$2.6K
3,369
+0%
增持
CME
CME GROUP INC
+$738
1,016
+2%
