MELFA WEALTH MANAGEMENT, INC.
WESTBOROUGH MA · SEC CIK 0001962465
$1.74亿2026Q1 申报市值
195持仓数
32.9%前十大占比 · 第一大 7.0%
5 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MHD 加仓+$230.58万
MYI 加仓+$192.21万
PIMCO NEW YORK M 新建仓+$116.11万
MUC 加仓+$80.94万
DIMENSIONAL ETF 加仓+$60.02万
2026Q1 卖出最多 按季末市值估算
BLACKROCK MUNIVE 清仓-$130.74万
BLACKROCK MUNI I 清仓-$106.09万
BLACKROCK MUN IN 清仓-$101.20万
BLACKROCK CALIF 清仓-$81.53万
BLACKROCK MUNIVE 清仓-$70.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK FLOATING RATE INCO | $37.33万 | 0.21% | 33,879 | 109 | 0.3% | $1,201 | 加仓 |
| VBR | VANGUARD INDEX FDS | $36.99万 | 0.21% | 1,703 | 7 | 0.4% | $1,520 | 加仓 |
| — | BNY MELLON HIGH YIELD STRATE | $36.94万 | 0.21% | 151,410 | 15,250 | 11.2% | $3.72万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $36.87万 | 0.21% | 37,360 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR INCOME TR | $36.08万 | 0.21% | 72,297 | 25,750 | 55.3% | $12.85万 | 加仓 |
| IYY | ISHARES TR | $35.70万 | 0.20% | 2,253 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $35.69万 | 0.20% | 960 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INTER MUNI | $35.59万 | 0.20% | 46,347 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $34.88万 | 0.20% | 3,853 | 272 | 7.6% | $2.46万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $33.86万 | 0.19% | 27,305 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MORTGAGE AND INCOME F | $33.85万 | 0.19% | 18,671 | 47 | 0.3% | $852 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.12万 | 0.18% | 1,325 | 50 | 3.9% | $1.21万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $31.93万 | 0.18% | 33,542 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $31.01万 | 0.18% | 975 | -50 | -4.9% | -$1.59万 | 减仓 |
| IVW | ISHARES TR | $30.82万 | 0.18% | 2,725 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $30.11万 | 0.17% | 3,100 | -125 | -3.9% | -$1.21万 | 减仓 |
| DVY | ISHARES TR | $29.90万 | 0.17% | 1,975 | 0 | 0.0% | — | 不变 |
| VFVA | VANGUARD WELLINGTON FD | $29.64万 | 0.17% | 2,202 | 47 | 2.2% | $6,325 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $29.54万 | 0.17% | 32,855 | -298 | -0.9% | -$2,679 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $29.49万 | 0.17% | 4,005 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $29.38万 | 0.17% | 5,889 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $29.22万 | 0.17% | 669 | -56 | -7.7% | -$2.45万 | 减仓 |
| V | VISA INC | $29.21万 | 0.17% | 966 | 3 | 0.3% | $907 | 加仓 |
| NFLX | NETFLIX INC. | $28.93万 | 0.17% | 3,009 | 4 | 0.1% | $385 | 加仓 |
| ABBV | ABBVIE INC | $28.85万 | 0.17% | 1,326 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $28.66万 | 0.16% | 78,950 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $28.52万 | 0.16% | 800 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE MUN INCOME TERM | $28.22万 | 0.16% | 15,372 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SHORT DURATION D | $27.41万 | 0.16% | 25,645 | -308 | -1.2% | -$3,292 | 减仓 |
| ES | EVERSOURCE ENERGY | $27.30万 | 0.16% | 3,941 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $27.23万 | 0.16% | 15,916 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE FLOATING RATE IN | $27.17万 | 0.16% | 25,319 | 0 | 0.0% | — | 不变 |
| — | ABRDN NATL MUN INCOME FD | $27.10万 | 0.16% | 27,210 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $27.10万 | 0.16% | 20,687 | 4,050 | 24.3% | $5.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.09万 | 0.16% | 802 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $26.76万 | 0.15% | 3,927 | 0 | 0.0% | — | 不变 |
| RA | BROOKFIELD REAL ASSETS INCOM | $26.58万 | 0.15% | 20,672 | 0 | 0.0% | — | 不变 |
| DSM | BNY MELLON STRATEGIC MUN BD | $26.51万 | 0.15% | 44,111 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $26.47万 | 0.15% | 27,570 | 27,570 | — | $26.47万 | 新建仓 |
| — | PUTNAM MASTER INTER INCOME T | $26.46万 | 0.15% | 80,925 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $26.44万 | 0.15% | 620 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $26.27万 | 0.15% | 9,063 | 9 | 0.1% | $261 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $26.00万 | 0.15% | 11,454 | -53 | -0.5% | -$1,203 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $25.91万 | 0.15% | 1,060 | 2 | 0.2% | $489 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $25.27万 | 0.15% | 2,849 | -6 | -0.2% | -$532 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $25.17万 | 0.14% | 5,013 | -203 | -3.9% | -$1.02万 | 减仓 |
| — | NUVEEN N Y MUN VALUE FD | $24.97万 | 0.14% | 29,908 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $24.84万 | 0.14% | 3,307 | -200 | -5.7% | -$1.50万 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $24.55万 | 0.14% | 1,645 | 52 | 3.3% | $7,761 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $24.32万 | 0.14% | 15,040 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $23.69万 | 0.14% | 4,040 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.38万 | 0.13% | 330 | 330 | — | $23.38万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $23.21万 | 0.13% | 1,178 | -7 | -0.6% | -$1,379 | 减仓 |
| VB | VANGUARD INDEX FDS | $23.08万 | 0.13% | 881 | 31 | 3.6% | $8,120 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $22.79万 | 0.13% | 15,609 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.42万 | 0.12% | 447 | 11 | 2.5% | $5,271 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $21.32万 | 0.12% | 18,982 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC T | $21.14万 | 0.12% | 16,887 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.95万 | 0.12% | 5,700 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $20.91万 | 0.12% | 1,421 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $20.81万 | 0.12% | 20,679 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $20.69万 | 0.12% | 16,990 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $20.55万 | 0.12% | 19,802 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $19.78万 | 0.11% | 17,950 | 0 | 0.0% | — | 不变 |
| — | NUVEEN PA INVT QUALITY MUN F | $19.25万 | 0.11% | 16,134 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NY AMT FREE | $19.02万 | 0.11% | 18,625 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $18.62万 | 0.11% | 17,103 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET PREMIER BD FD | $18.28万 | 0.10% | 17,281 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $17.36万 | 0.10% | 34,042 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN INCOME SECS TR | $17.24万 | 0.10% | 15,755 | 0 | 0.0% | — | 不变 |
| — | CARLYLE CREDIT INCOME FUND | $17.00万 | 0.10% | 52,974 | 0 | 0.0% | — | 不变 |
| — | HIGH INCOME SECS FD | $16.96万 | 0.10% | 30,722 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INVT GRADE OPP | $16.77万 | 0.10% | 10,424 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $16.64万 | 0.10% | 29,135 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $15.42万 | 0.09% | 13,718 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $15.40万 | 0.09% | 13,802 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH MANAGED DUR MUN I | $14.97万 | 0.09% | 10,981 | 26 | 0.2% | $354 | 加仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $14.95万 | 0.09% | 14,528 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL ASSET INCOME & G | $14.88万 | 0.09% | 12,098 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $14.76万 | 0.08% | 15,344 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORT | $14.04万 | 0.08% | 16,875 | 0 | 0.0% | — | 不变 |
| BTZ | BLACKROCK CR ALLOCATION | $13.37万 | 0.08% | 13,236 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $12.69万 | 0.07% | 11,819 | 0 | 0.0% | — | 不变 |
| — | DTF TAX-FREE INCOME 2028 TER | $12.53万 | 0.07% | 10,939 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $12.45万 | 0.07% | 11,167 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING INCOME OPPORTUNIT | $11.61万 | 0.07% | 17,923 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $11.00万 | 0.06% | 42,950 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR | $10.83万 | 0.06% | 10,274 | 10,274 | — | $10.83万 | 新建仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $10.62万 | 0.06% | 21,803 | 0 | 0.0% | — | 不变 |
| — | VIRTUS STONE HBR EMRG MKTS I | $10.30万 | 0.06% | 21,557 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INFLT LNK INC | $9.94万 | 0.06% | 12,298 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR | $8.57万 | 0.05% | 34,133 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR | $7.16万 | 0.04% | 15,500 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE HIGH YIELD CRE | $4.82万 | 0.03% | 25,363 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER HIGH YIELD ST FD I | $770 | 0.00% | 96,284 | 96,284 | — | $770 | 新建仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -188,658 | -100.0% | -$130.74万 | 清仓 |
| — | BLACKROCK MUNI INCOME TR II | $0 | 0.00% | 0 | -101,621 | -100.0% | -$106.09万 | 清仓 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -100,900 | -100.0% | -$101.20万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -75,913 | -100.0% | -$81.53万 | 清仓 |
| — | BLACKROCK MUNIVEST FD II INC | $0 | 0.00% | 0 | -64,785 | -100.0% | -$70.03万 | 清仓 |