小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 124 项
建仓 3
增持 65
减持 48
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$574.1K
3,702
+53%
增持
VSDM
VANGUARD MUN BD FDS
+$528.5K
14,697
+89%
建仓
GDX
VANECK ETF TRUST
+$510.0K
5,946
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
LLY
ELI LILLY & CO
+$495.8K
1,464
+4%
减持
ORCL
ORACLE CORP
-$467.2K
4,179
-8%
减持
UNP
UNION PAC CORP
-$402.8K
3,274
-33%
增持
IQLT
ISHARES TR
+$397.0K
129,898
+4%
增持
IVV
ISHARES TR
+$392.9K
21,922
+0%
建仓
MAR
MARRIOTT INTL INC NEW
+$372.2K
1,200
清仓
STLD
STEEL DYNAMICS INC
-$351.3K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$297.6K
0
-100%
减持
AMGN
AMGEN INC
+$268.6K
6,605
-2%
清仓
VTES
VANGUARD WELLINGTON FD
-$264.1K
0
-100%
增持
—
ASML HOLDING N V
+$263.2K
622
+50%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$261.9K
0
-100%
清仓
VCRM
VANGUARD MUN BD FDS
-$254.4K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$247.5K
0
-100%
增持
CSCO
CISCO SYS INC
+$224.0K
14,009
+12%
清仓
CCJ
CAMECO CORP
-$218.1K
0
-100%
减持
—
MEDTRONIC PLC
-$215.3K
2,249
-50%
清仓
SAP
SAP SE
-$207.0K
0
-100%
建仓
NVS
NOVARTIS AG
+$200.7K
1,456
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$191.6K
40,011
+12%
增持
GLD
SPDR GOLD TR
+$188.1K
4,016
+2%
减持
GOOGL
ALPHABET INC
+$183.9K
2,984
-3%
增持
MRK
MERCK & CO INC
+$176.9K
6,226
+9%
增持
IEF
ISHARES TR
+$174.0K
33,976
+6%
增持
IEI
ISHARES TR
+$173.5K
51,177
+3%
增持
SHY
ISHARES TR
+$157.3K
56,423
+4%
增持
QGRO
AMERICAN CENTY ETF TR
+$148.5K
82,554
+1%
增持
RTX
RTX CORPORATION
+$147.8K
1,933
+56%
增持
BABA
ALIBABA GROUP HLDG LTD
+$146.2K
2,783
+90%
增持
MSFT
MICROSOFT CORP
-$141.0K
5,157
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$140.3K
8,216
+22%
减持
PG
PROCTER AND GAMBLE CO
-$130.4K
4,011
-13%
减持
MINT
PIMCO ETF TR
-$118.3K
4,431
-21%
增持
AXP
AMERICAN EXPRESS CO
+$113.8K
2,862
+1%
增持
WMT
WALMART INC
+$108.5K
10,829
+2%
增持
FFSM
FIDELITY COVINGTON TRUST
+$107.9K
71,906
+0%
增持
WM
WASTE MGMT INC DEL
+$101.0K
1,872
+33%
减持
AVGO
BROADCOM INC
-$96.7K
4,135
-11%
增持
HD
HOME DEPOT INC
-$96.1K
2,050
+4%
增持
ETR
ENTERGY CORP NEW
+$95.3K
3,946
+36%
增持
VNQ
VANGUARD INDEX FDS
-$93.6K
42,229
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$90.1K
3,719
-9%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$86.7K
108,654
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$84.7K
2,131
-16%
增持
—
EATON CORP PLC
-$82.9K
1,925
+3%
减持
SNA
SNAP ON INC
-$81.7K
1,006
-19%
增持
FEMR
FIDELITY COVINGTON TRUST
+$81.6K
36,272
+3%
增持
—
CHUBB LIMITED
+$72.5K
1,653
+5%
减持
C
CITIGROUP INC
-$72.3K
5,647
-22%
增持
IUSV
ISHARES TR
+$71.5K
23,848
+0%
增持
IJH
ISHARES TR
+$71.2K
28,351
+3%
增持
AMZN
AMAZON COM INC
+$67.4K
5,699
+0%
减持
INTU
INTUIT
-$64.3K
458
-15%
减持
JNJ
JOHNSON & JOHNSON
+$62.5K
3,413
-2%
增持
O
REALTY INCOME CORP
+$58.8K
9,317
+21%
减持
IVW
ISHARES TR
+$58.5K
24,792
-0%
增持
ABBV
ABBVIE INC
+$58.4K
2,900
+11%
增持
BLK
BLACKROCK INC
-$57.6K
619
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$56.9K
17,891
+4%
减持
AAPL
APPLE INC
+$51.7K
10,833
-5%
增持
IEFA
ISHARES TR
+$49.5K
13,484
+2%
增持
IJR
ISHARES TR
+$48.9K
8,402
+4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$48.9K
75,440
+3%
减持
GS
GOLDMAN SACHS GROUP INC
+$41.4K
729
-3%
增持
KO
COCA COLA CO
+$40.2K
5,572
+6%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$37.3K
9,376
+11%
增持
COST
COSTCO WHSL CORP NEW
-$37.2K
971
+3%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$35.3K
2,412
+17%
增持
EFA
ISHARES TR
+$35.3K
8,317
+2%
增持
MCD
MCDONALDS CORP
+$33.3K
2,228
+5%
减持
CAH
CARDINAL HEALTH INC
+$33.1K
2,064
-17%
增持
META
META PLATFORMS INC
-$30.6K
953
+6%
减持
VTI
VANGUARD INDEX FDS
+$30.2K
5,613
-1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$29.6K
6,381
+8%
减持
CAT
CATERPILLAR INC
+$29.3K
1,341
-13%
减持
CME
CME GROUP INC
-$27.2K
906
-11%
减持
—
EXXON MOBIL CORP
-$27.2K
5,133
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$26.5K
3,947
-6%
增持
BX
BLACKSTONE INC
-$26.2K
4,009
+6%
减持
TFLO
ISHARES TR
-$25.1K
25,013
-2%
增持
V
VISA INC
+$24.6K
1,663
+2%
减持
QUAL
ISHARES TR
-$24.5K
5,544
-4%
减持
PANW
PALO ALTO NETWORKS INC
-$22.7K
1,092
-1%
增持
BAC
BANK AMERICA CORP
+$22.1K
5,653
+1%
增持
QCOM
QUALCOMM INC
+$21.6K
2,949
+2%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
+$21.6K
10,893
-1%
减持
DGRO
ISHARES TR
-$21.0K
40,136
-3%
减持
COWZ
PACER FDS TR
-$18.6K
11,742
-7%
减持
AGG
ISHARES TR
-$16.8K
12,408
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$14.6K
22,447
+4%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$13.5K
25,510
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$13.5K
228,026
-1%
减持
TSLA
TESLA INC
-$13.4K
521
-6%
增持
TRV
TRAVELERS COMPANIES INC
+$13.1K
1,110
+0%
增持
SMMV
ISHARES TR
+$13.1K
19,081
+1%
减持
QQQ
INVESCO QQQ TR
+$11.2K
3,082
-2%
增持
FDIF
FIDELITY COVINGTON TRUST
+$11.0K
11,691
+2%
减持
SPSM
SPDR SERIES TRUST
-$10.5K
35,539
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.4K
4,522
+0%
减持
VOO
VANGUARD INDEX FDS
+$10.1K
709
-0%
减持
SHV
ISHARES TR
-$10.0K
3,673
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$9.7K
6,257
-1%
增持
FDRR
FIDELITY COVINGTON TRUST
+$9.2K
3,777
+0%
减持
CVX
CHEVRON CORP NEW
-$8.9K
1,843
-1%
减持
GD
GENERAL DYNAMICS CORP
-$8.9K
801
-2%
增持
SCZ
ISHARES TR
+$8.1K
3,817
+2%
增持
LMT
LOCKHEED MARTIN CORP
-$5.6K
605
+1%
增持
SPYM
SPDR SERIES TRUST
+$5.5K
2,599
+0%
减持
NVDA
NVIDIA CORPORATION
-$5.3K
6,759
-0%
增持
SPYG
SPDR SERIES TRUST
+$5.1K
2,189
+0%
增持
RSPU
INVESCO EXCHANGE TRADED FD T
-$5.0K
18,708
+2%
减持
IDV
ISHARES TR
-$5.0K
6,842
-9%
减持
—
JOHNSON CTLS INTL PLC
+$4.3K
2,564
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.2K
1,969
-0%
减持
BNY
BANK NEW YORK MELLON CORP
+$4.0K
5,514
-6%
减持
TD
TORONTO DOMINION BK ONT
-$3.5K
3,910
-16%
减持
EEM
ISHARES TR
+$3.2K
8,488
-2%
增持
TXN
TEXAS INSTRS INC
+$2.7K
1,627
+7%
增持
AFL
AFLAC INC
-$2.0K
1,832
+0%
减持
CEG
CONSTELLATION ENERGY CORP
+$1.2K
849
-6%
增持
BOND
PIMCO ETF TR
+$213
11,996
+0%
