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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 125 项
建仓 9
增持 79
减持 33
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
WFC
WELLS FARGO & CO
+$1.3M
16,597
建仓
GILD
GILEAD SCIENCES INC
+$1.1M
7,677
减持
SPSM
SPDR SERIES TRUST
-$1.0M
13,351
-62%
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
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$930.9K
65,653
+64%
增持
IQLT
ISHARES TR
+$844.1K
145,966
+12%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$797.5K
9,638
建仓
FESM
FIDELITY COVINGTON TRUST
+$721.8K
18,995
增持
QGRO
AMERICAN CENTY ETF TR
-$697.0K
83,377
+1%
增持
IVV
ISHARES TR
-$602.6K
22,065
+1%
增持
MSFT
MICROSOFT CORP
-$517.8K
5,339
+4%
减持
COWZ
PACER FDS TR
-$412.8K
4,694
-60%
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$381.6K
16,196
减持
SHY
ISHARES TR
-$351.0K
52,343
-7%
减持
IVW
ISHARES TR
-$258.9K
24,728
-0%
增持
—
EXXON MOBIL CORP
+$256.8K
5,154
+0%
建仓
CCJ
CAMECO CORP
+$235.7K
2,170
清仓
TSLA
TESLA INC
-$234.3K
0
-100%
增持
GLD
SPDR GOLD TR
+$224.9K
4,222
+5%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$219.8K
1,677
增持
LLY
ELI LILLY & CO
-$218.4K
1,473
+1%
清仓
—
MEDTRONIC PLC
-$216.0K
0
-100%
清仓
SPYM
SPDR SERIES TRUST
-$208.5K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$206.4K
1,052
减持
AAPL
APPLE INC
-$206.3K
10,792
-0%
清仓
PANW
PALO ALTO NETWORKS INC
-$201.2K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$200.3K
2,738
增持
—
ASML HLDG NV
+$198.5K
654
+5%
增持
FFSM
FIDELITY COVINGTON TRUST
+$181.6K
74,752
+4%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$179.1K
9,165
-16%
减持
AMZN
AMAZON COM INC
-$166.8K
5,515
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$163.6K
1,724
-12%
减持
QCOM
QUALCOMM INC
-$159.4K
2,680
-9%
增持
AXP
AMERICAN EXPRESS CO
-$157.5K
2,980
+4%
增持
ORCL
ORACLE CORP
-$157.0K
4,470
+7%
减持
CAT
CATERPILLAR INC
+$151.7K
1,298
-3%
增持
WMT
WALMART INC
+$149.3K
10,909
+1%
增持
JNJ
JOHNSON & JOHNSON
+$133.4K
3,435
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$132.4K
3,941
-0%
增持
AVGO
BROADCOM INC
-$131.0K
4,201
+2%
增持
IEI
ISHARES TR
+$129.4K
52,591
+3%
增持
BX
BLACKSTONE INC
-$124.4K
4,292
+7%
减持
COST
COSTCO WHOLESALE CORPORATION
+$122.0K
963
-1%
增持
VNQ
VANGUARD INDEX FDS
+$121.0K
43,494
+3%
减持
JPM
JPMORGAN CHASE & CO
-$117.6K
3,674
-1%
增持
IEF
ISHARES TR
+$112.7K
35,412
+4%
增持
ETR
ENTERGY CORP NEW
+$110.1K
4,226
+7%
减持
AMGN
AMGEN INC
+$108.3K
6,453
-2%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
+$107.9K
18,579
-1%
增持
CVX
CHEVRON CORPORATION
+$106.2K
1,871
+2%
增持
MRK
MERCK & CO INC
+$105.7K
6,327
+2%
增持
GDX
VANECK ETF TRUST
+$101.2K
6,661
+12%
减持
GOOGL
ALPHABET INC
-$100.0K
2,900
-3%
增持
—
EATON CORP PLC
+$99.1K
1,991
+3%
减持
DGRO
ISHARES TR
-$91.1K
38,403
-4%
减持
V
VISA INC
-$89.1K
1,635
-2%
增持
O
REALTY INCOME CORP
+$85.3K
9,978
+7%
增持
QQQ
INVESCO QQQ TR
-$84.7K
3,134
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$81.8K
620
+2%
增持
NVDA
NVIDIA CORPORATION
-$77.4K
6,784
+0%
增持
META
META PLATFORMS INC
-$76.2K
967
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$72.2K
8,497
+3%
增持
INTU
INTUIT
-$69.1K
542
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$65.7K
2,334
+10%
增持
MAR
MARRIOTT INTL INC NEW
+$55.7K
1,308
+9%
增持
GOOG
ALPHABET INC
-$52.5K
3,867
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$49.7K
202,249
-11%
减持
SHV
ISHARES TR
-$49.7K
3,215
-12%
增持
WM
WASTE MGMT INC DEL
+$49.2K
2,004
+7%
增持
BLK
BLACKROCK INC
-$46.5K
641
+4%
增持
BABA
ALIBABA GROUP HLDG LTD
-$45.7K
2,887
+4%
增持
TFLO
ISHARES TR
+$45.6K
25,829
+3%
减持
QUAL
ISHARES TR
-$45.6K
5,504
-1%
增持
VTI
VANGUARD INDEX FDS
-$43.0K
5,732
+2%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$42.1K
2,866
+19%
增持
TXN
TEXAS INSTRS INC
+$41.5K
1,668
+3%
增持
KO
COCA COLA CO
+$39.7K
5,644
+1%
增持
—
CHUBB LTD SWITZ
+$38.4K
1,701
+3%
减持
FEMR
FIDELITY COVINGTON TRUST
+$37.7K
35,666
-2%
增持
—
JOHNSON CONTROLS INTERNATION
+$36.6K
2,624
+2%
增持
FDIF
FIDELITY COVINGTON TRUST
-$35.1K
11,696
+0%
减持
IJH
ISHARES TR
+$34.9K
28,225
-0%
增持
BAC
BANK AMERICA CORP
-$34.2K
5,677
+0%
减持
UNP
UNION PAC CORP
+$34.0K
3,261
-0%
增持
RTX
RTX CORPORATION
+$33.8K
2,013
+4%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$33.5K
10,739
+15%
减持
NOC
NORTHROP GRUMMAN CORP
+$33.2K
617
-9%
增持
EFA
ISHARES TR
+$31.4K
8,546
+3%
增持
EEM
ISHARES TR
+$30.0K
8,705
+3%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$29.9K
109,546
+1%
增持
MCD
MCDONALDS CORP
+$29.8K
2,286
+3%
减持
IJR
ISHARES TR
+$29.4K
8,359
-1%
增持
MINT
PIMCO ETF TR
+$29.2K
4,710
+6%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$29.1K
25,808
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$27.0K
6,269
+0%
增持
CME
CME GROUP INC
+$26.7K
928
+2%
增持
NVS
NOVARTIS AG
+$26.0K
1,484
+2%
减持
C
CITIGROUP INC
-$20.2K
5,632
-0%
增持
PG
PROCTER & GAMBLE CO
+$19.2K
4,112
+3%
增持
SPYG
SPDR SERIES TRUST
-$19.0K
2,192
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$18.9K
18,232
+2%
增持
GS
GOLDMAN SACHS GROUP INC
-$18.5K
736
+1%
增持
CSCO
CISCO SYS INC
+$18.3K
14,144
+1%
增持
BNY
BANK NEW YORK MELLON CORP
+$18.2K
5,550
+1%
增持
VSDM
VANGUARD MUN BD FDS
+$18.0K
14,964
+2%
增持
IUSV
ISHARES TR
+$17.8K
24,089
+1%
增持
CEG
CONSTELLATION ENERGY CORP
-$17.3K
1,012
+19%
减持
SNA
SNAP ON INC
+$15.4K
997
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$14.6K
4,624
+2%
减持
IDV
ISHARES TR
+$13.0K
6,648
-3%
增持
GD
GENERAL DYNAMICS CORP
+$10.1K
815
+2%
减持
IEFA
ISHARES TR
-$9.8K
13,217
-2%
增持
VOO
VANGUARD INDEX FDS
-$9.4K
728
+3%
减持
AGG
ISHARES TR
-$9.2K
12,392
-0%
增持
SMMV
ISHARES TR
+$9.0K
19,163
+0%
增持
FDRR
FIDELITY COVINGTON TRUST
-$8.2K
3,780
+0%
增持
SCZ
ISHARES TR
+$7.6K
3,871
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$6.8K
22,092
-2%
增持
HD
HOME DEPOT INC
-$6.7K
2,125
+4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$5.5K
76,722
+2%
增持
BOND
PIMCO ETF TR
-$4.6K
12,051
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$2.7K
1,113
+0%
减持
CAH
CARDINAL HEALTH INC
-$1.9K
1,998
-3%
增持
ABBV
ABBVIE INC
-$873
3,043
+5%
增持
AFL
AFLAC INC
+$690
1,848
+1%
增持
TD
TORONTO DOMINION BK ONT
-$504
3,942
+1%
