MELFA WEALTH MANAGEMENT, INC.
WESTBOROUGH MA · SEC CIK 0001962465
$1.85亿2026Q2 申报市值
196持仓数
34.3%前十大占比 · 第一大 7.9%
7 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$231.13万
MFM 加仓+$157.31万
DIMENSIONAL ETF 加仓+$71.46万
BND 加仓+$33.40万
SPCX 新建仓+$29.90万
2026Q2 卖出最多 按季末市值估算
RSPT 减仓-$153.63万
DIMENSIONAL ETF 减仓-$119.49万
VIG 减仓-$72.07万
XBI 减仓-$65.12万
VXUS 减仓-$62.94万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -78,360 | -100.0% | -$62.61万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -165,470 | -100.0% | -$61.39万 | 清仓 |
| — | MFS HIGH YIELD MUN TR | $0 | 0.00% | 0 | -124,236 | -100.0% | -$44.48万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,063 | -100.0% | -$26.27万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -16,134 | -100.0% | -$19.25万 | 清仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $0 | 0.00% | 0 | -96,284 | -100.0% | -$770 | 清仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $4.51万 | 0.02% | 25,363 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR | $8.43万 | 0.05% | 34,133 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INFLT LNK INC | $10.00万 | 0.05% | 12,298 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $10.60万 | 0.06% | 21,803 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $10.65万 | 0.06% | 42,950 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR | $10.89万 | 0.06% | 10,274 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING INCOME OPPORTUNIT | $11.65万 | 0.06% | 17,923 | 0 | 0.0% | — | 不变 |
| — | VIRTUS STONE HBR EMRG MKTS I | $12.03万 | 0.06% | 21,557 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $12.62万 | 0.07% | 11,167 | 0 | 0.0% | — | 不变 |
| — | DTF TAX-FREE INCOME 2028 TER | $12.63万 | 0.07% | 10,939 | 0 | 0.0% | — | 不变 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $13.02万 | 0.07% | 29,599 | 14,099 | 91.0% | $6.20万 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $13.44万 | 0.07% | 18,856 | -10,279 | -35.3% | -$7.33万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $13.53万 | 0.07% | 13,236 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $13.83万 | 0.07% | 13,718 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORT | $14.09万 | 0.08% | 16,875 | 0 | 0.0% | — | 不变 |
| — | CARLYLE CREDIT INCOME FUND | $14.78万 | 0.08% | 52,974 | 0 | 0.0% | — | 不变 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $15.12万 | 0.08% | 14,528 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $15.53万 | 0.08% | 15,344 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & G | $15.68万 | 0.08% | 12,098 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $15.88万 | 0.09% | 11,819 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH MANAGED DUR MUN I | $16.27万 | 0.09% | 11,007 | 26 | 0.2% | $384 | 加仓 |
| — | WESTERN ASSET INVT GRADE OPP | $16.79万 | 0.09% | 10,424 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN INCOME SECS TR | $17.37万 | 0.09% | 15,755 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $17.70万 | 0.10% | 34,042 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $18.08万 | 0.10% | 12,570 | -3,039 | -19.5% | -$4.37万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $18.08万 | 0.10% | 13,802 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET PREMIER BD FD | $18.40万 | 0.10% | 17,281 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $19.09万 | 0.10% | 16,259 | -2,723 | -14.3% | -$3.20万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $19.60万 | 0.11% | 17,950 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NY AMT FREE | $19.97万 | 0.11% | 18,625 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.20万 | 0.11% | 927 | 927 | — | $20.20万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.24万 | 0.11% | 1,119 | 1,119 | — | $20.24万 | 新建仓 |
| ORCL | ORACLE CORP | $20.83万 | 0.11% | 1,421 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $21.00万 | 0.11% | 3,927 | 0 | 0.0% | — | 不变 |
| — | PGIM HIGH YIELD BOND FUND IN | $21.01万 | 0.11% | 16,084 | 16,084 | — | $21.01万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $21.14万 | 0.11% | 16,887 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.23万 | 0.11% | 5,014 | 1 | 0.0% | $42 | 加仓 |
| HACK | AMPLIFY ETF TR | $21.41万 | 0.12% | 2,040 | 2,040 | — | $21.41万 | 新建仓 |
| — | EATON VANCE FLOATING RATE IN | $21.44万 | 0.12% | 19,850 | -5,469 | -21.6% | -$5.91万 | 减仓 |
| NFLX | NETFLIX INC. | $21.48万 | 0.12% | 3,009 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $21.54万 | 0.12% | 16,990 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $21.75万 | 0.12% | 20,679 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.37万 | 0.12% | 447 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $22.78万 | 0.12% | 758 | 758 | — | $22.78万 | 新建仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $23.20万 | 0.13% | 37,728 | -6,383 | -14.5% | -$3.93万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $23.29万 | 0.13% | 17,103 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.51万 | 0.13% | 2,807 | -500 | -15.1% | -$4.19万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM | $23.72万 | 0.13% | 12,649 | -2,723 | -17.7% | -$5.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.79万 | 0.13% | 5,700 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $24.32万 | 0.13% | 15,040 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $25.01万 | 0.13% | 2,594 | -255 | -9.0% | -$2.46万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $25.37万 | 0.14% | 1,017 | -161 | -13.7% | -$4.02万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $26.08万 | 0.14% | 11,462 | 8 | 0.1% | $182 | 加仓 |
| — | PUTNAM MASTER INTER INCOME T | $26.14万 | 0.14% | 80,925 | 0 | 0.0% | — | 不变 |
| — | NUVEEN N Y MUN VALUE FD | $26.14万 | 0.14% | 29,908 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $26.15万 | 0.14% | 1,536 | -109 | -6.6% | -$1.86万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $26.58万 | 0.14% | 15,916 | 0 | 0.0% | — | 不变 |
| RA | BROOKFIELD REAL ASSETS INCOM | $26.63万 | 0.14% | 20,672 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $26.70万 | 0.14% | 881 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $26.79万 | 0.14% | 20,687 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $27.12万 | 0.15% | 4,040 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.13万 | 0.15% | 1,068 | 8 | 0.8% | $2,032 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.47万 | 0.15% | 1,161 | -3,046 | -72.4% | -$72.07万 | 减仓 |
| — | EATON VANCE SHORT DURATION D | $27.53万 | 0.15% | 25,542 | -103 | -0.4% | -$1,110 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $27.98万 | 0.15% | 27,570 | 0 | 0.0% | — | 不变 |
| — | ABRDN NATL MUN INCOME FD | $28.22万 | 0.15% | 27,210 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $28.48万 | 0.15% | 3,941 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $28.55万 | 0.15% | 25,978 | -7,901 | -23.3% | -$8.68万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $28.74万 | 0.15% | 78,950 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $29.40万 | 0.16% | 4,199 | 4,199 | — | $29.40万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $29.65万 | 0.16% | 24,465 | -13,941 | -36.3% | -$16.90万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $29.78万 | 0.16% | 5,889 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.90万 | 0.16% | 1,750 | 1,750 | — | $29.90万 | 新建仓 |
| V | VISA INC | $30.07万 | 0.16% | 966 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $30.29万 | 0.16% | 32,855 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $30.79万 | 0.17% | 2,480 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $30.87万 | 0.17% | 1,975 | 0 | 0.0% | — | 不变 |
| VFVA | VANGUARD WELLINGTON FD | $31.24万 | 0.17% | 2,104 | -98 | -4.5% | -$1.45万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $31.47万 | 0.17% | 31,343 | -2,199 | -6.6% | -$2.21万 | 减仓 |
| PFF | ISHARES TR | $32.19万 | 0.17% | 10,558 | -9,986 | -48.6% | -$30.45万 | 减仓 |
| EFA | ISHARES TR | $32.20万 | 0.17% | 3,100 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $32.66万 | 0.18% | 2,375 | -350 | -12.8% | -$4.81万 | 减仓 |
| IWB | ISHARES TR | $32.76万 | 0.18% | 800 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MORTGAGE AND INCOME F | $32.76万 | 0.18% | 18,744 | 73 | 0.4% | $1,276 | 加仓 |
| — | HIGH INCOME SECS FD | $33.43万 | 0.18% | 61,119 | 30,397 | 98.9% | $16.63万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $34.58万 | 0.19% | 4,014 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $34.86万 | 0.19% | 2,221 | -525 | -19.1% | -$8.24万 | 减仓 |
| CAT | CATERPILLAR INC | $35.16万 | 0.19% | 330 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $35.54万 | 0.19% | 1,463 | -240 | -14.1% | -$5.83万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $35.60万 | 0.19% | 118,682 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $35.67万 | 0.19% | 975 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $36.04万 | 0.19% | 1,432 | 106 | 8.0% | $2.67万 | 加仓 |
| — | WESTERN ASSET INTER MUNI | $36.48万 | 0.20% | 46,347 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON HIGH YIELD STRATE | $36.64万 | 0.20% | 151,410 | 0 | 0.0% | — | 不变 |