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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $1,210.85万 | 6.95% | 311,593 | -423 | -0.1% | -$1.64万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,072.04万 | 6.16% | 33,417 | 653 | 2.0% | $20.95万 | 加仓 |
| AAPL | APPLE INC | $493.27万 | 2.83% | 19,436 | -31 | -0.2% | -$7,868 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $486.58万 | 2.79% | 472,403 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $477.97万 | 2.74% | 136,148 | 17,097 | 14.4% | $60.02万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $440.61万 | 2.53% | 419,230 | 182,880 | 77.4% | $192.21万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $431.52万 | 2.48% | 382,553 | 204,412 | 114.7% | $230.58万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $414.37万 | 2.38% | 398,047 | -887 | -0.2% | -$9,234 | 减仓 |
| BKT | BLACKROCK INCOME TR INC | $391.41万 | 2.25% | 370,302 | 6,369 | 1.8% | $6.73万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $317.88万 | 1.83% | 70,452 | -666 | -0.9% | -$3.00万 | 减仓 |
| IVV | ISHARES TR | $307.50万 | 1.77% | 4,707 | -69 | -1.4% | -$4.51万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $302.10万 | 1.73% | 62,339 | -596 | -0.9% | -$2.89万 | 减仓 |
| — | EXXON MOBIL CORP | $284.08万 | 1.63% | 16,744 | -1,154 | -6.4% | -$19.58万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $266.31万 | 1.53% | 68,355 | 9,725 | 16.6% | $37.89万 | 加仓 |
| GE | GE AEROSPACE | $264.43万 | 1.52% | 9,318 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $258.86万 | 1.49% | 235,758 | 43,026 | 22.3% | $47.24万 | 加仓 |
| META | META PLATFORMS INC | $244.93万 | 1.41% | 4,281 | 5 | 0.1% | $2,861 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $232.19万 | 1.33% | 3,570 | 35 | 1.0% | $2.28万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $224.96万 | 1.29% | 182,448 | 171 | 0.1% | $2,108 | 加仓 |
| NVDA | NVIDIA CORPORATION | $223.37万 | 1.28% | 12,784 | -489 | -3.7% | -$8.54万 | 减仓 |
| GEV | GE VERNOVA INC | $222.42万 | 1.28% | 2,548 | -1 | -0.0% | -$873 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $215.93万 | 1.24% | 63,564 | -1,117 | -1.7% | -$3.79万 | 减仓 |
| NBH | NEUBERGER MUN FD INC | $209.65万 | 1.20% | 206,547 | 2,650 | 1.3% | $2.69万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $187.54万 | 1.08% | 180,332 | 77,829 | 75.9% | $80.94万 | 加仓 |
| C | CITIGROUP INC | $186.42万 | 1.07% | 16,438 | 4 | 0.0% | $454 | 加仓 |
| LQD | ISHARES TR | $184.17万 | 1.06% | 16,898 | 1,763 | 11.6% | $19.21万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $171.75万 | 0.99% | 200,176 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD | $167.97万 | 0.96% | 171,927 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $156.09万 | 0.90% | 24,995 | 2,158 | 9.4% | $13.48万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $144.96万 | 0.83% | 31,200 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $144.95万 | 0.83% | 101,012 | 10,975 | 12.2% | $15.75万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $141.75万 | 0.81% | 31,318 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $135.94万 | 0.78% | 79,402 | -2,518 | -3.1% | -$4.31万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $131.48万 | 0.75% | 123,923 | 38,872 | 45.7% | $41.24万 | 加仓 |
| KTF | DWS MUN INCOME TR | $117.57万 | 0.68% | 129,200 | 0 | 0.0% | — | 不变 |
| PML | PIMCO MUN INCOME FD II | $116.34万 | 0.67% | 153,692 | 0 | 0.0% | — | 不变 |
| — | PIMCO NEW YORK MUN FD II | $116.11万 | 0.67% | 169,509 | 169,509 | — | $116.11万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $114.82万 | 0.66% | 20,786 | 1,050 | 5.3% | $5.80万 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $112.42万 | 0.65% | 122,729 | 0 | 0.0% | — | 不变 |
| MMU | WESTERN ASSET MANAGED MUNS F | $112.20万 | 0.64% | 109,141 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $99.97万 | 0.57% | 4,832 | -33 | -0.7% | -$6,827 | 减仓 |
| MSFT | MICROSOFT CORP | $97.62万 | 0.56% | 2,637 | 14 | 0.5% | $5,183 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $97.48万 | 0.56% | 18,469 | 966 | 5.5% | $5.10万 | 加仓 |
| AVGO | BROADCOM INC | $96.88万 | 0.56% | 3,130 | 7 | 0.2% | $2,167 | 加仓 |
| VXUS | VANGUARD STAR FDS | $95.88万 | 0.55% | 12,435 | -25 | -0.2% | -$1,928 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $94.13万 | 0.54% | 99,606 | -222 | -0.2% | -$2,098 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $90.47万 | 0.52% | 4,207 | -42 | -1.0% | -$9,032 | 减仓 |
| GOOGL | ALPHABET INC | $87.57万 | 0.50% | 3,045 | 30 | 1.0% | $8,627 | 加仓 |
| XBI | SPDR SERIES TRUST | $85.00万 | 0.49% | 6,655 | 10 | 0.2% | $1,277 | 加仓 |
| — | BLACKROCK FLOATING RATE INC | $82.95万 | 0.48% | 77,092 | 0 | 0.0% | — | 不变 |
| MFM | MFS MUN INCOME TR | $81.75万 | 0.47% | 151,674 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $80.63万 | 0.46% | 107,219 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $80.19万 | 0.46% | 5,475 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $79.88万 | 0.46% | 8,047 | 972 | 13.7% | $9.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $79.62万 | 0.46% | 2,707 | 36 | 1.3% | $1.06万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $76.07万 | 0.44% | 81,101 | 0 | 0.0% | — | 不变 |
| — | INVESCO HIGH INCOME TR II | $75.16万 | 0.43% | 74,418 | -58 | -0.1% | -$586 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $73.15万 | 0.42% | 97,015 | -93 | -0.1% | -$701 | 减仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $72.47万 | 0.42% | 83,679 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.06万 | 0.41% | 3,755 | 178 | 5.0% | $3.42万 | 加仓 |
| IWD | ISHARES TR | $70.04万 | 0.40% | 3,278 | 3 | 0.1% | $641 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $68.82万 | 0.40% | 80,772 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $68.06万 | 0.39% | 11,626 | 2,400 | 26.0% | $14.05万 | 加仓 |
| AMZN | AMAZON COM INC | $65.86万 | 0.38% | 3,162 | 1 | 0.0% | $208 | 加仓 |
| IEF | ISHARES TR | $64.28万 | 0.37% | 6,735 | 452 | 7.2% | $4.31万 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $62.71万 | 0.36% | 52,790 | 0 | 0.0% | — | 不变 |
| — | MFS INVT GRADE MUN TR | $62.61万 | 0.36% | 78,360 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER HIGH YIELD ST FD I | $62.39万 | 0.36% | 96,287 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $62.29万 | 0.36% | 20,544 | 502 | 2.5% | $1.52万 | 加仓 |
| — | VANGUARD FIXED INCOME SECS F | $61.95万 | 0.36% | 8,325 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MASS QUALITY MUN INC | $61.83万 | 0.36% | 50,225 | 0 | 0.0% | — | 不变 |
| — | MFS HIGH INCOME MUN TR | $61.39万 | 0.35% | 165,470 | 179 | 0.1% | $664 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $58.95万 | 0.34% | 95,856 | 0 | 0.0% | — | 不变 |
| NAC | NUVEEN CA DIVI ADV MUN | $58.04万 | 0.33% | 49,816 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $57.11万 | 0.33% | 49,356 | 5 | 0.0% | $58 | 加仓 |
| IJH | ISHARES TR | $55.88万 | 0.32% | 8,275 | 5 | 0.1% | $338 | 加仓 |
| GOOG | ALPHABET INC | $55.69万 | 0.32% | 1,941 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $55.20万 | 0.32% | 7,914 | 450 | 6.0% | $3.14万 | 加仓 |
| IJR | ISHARES TR | $54.38万 | 0.31% | 4,375 | 22 | 0.5% | $2,735 | 加仓 |
| — | INVESCO BD FD | $53.95万 | 0.31% | 35,964 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $51.23万 | 0.29% | 14,345 | 0 | 0.0% | — | 不变 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $50.94万 | 0.29% | 47,652 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $50.33万 | 0.29% | 126,446 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $47.20万 | 0.27% | 32,935 | 6 | 0.0% | $86 | 加仓 |
| — | INVESCO MUNI INCOME OPP TRST | $45.91万 | 0.26% | 74,780 | 0 | 0.0% | — | 不变 |
| — | MFS HIGH YIELD MUN TR | $44.48万 | 0.26% | 124,236 | 113 | 0.1% | $405 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $44.17万 | 0.25% | 38,406 | 22 | 0.1% | $253 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $43.87万 | 0.25% | 63,214 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MUN CR OPPORTUNITIES | $43.22万 | 0.25% | 40,850 | 0 | 0.0% | — | 不变 |
| — | FEDERATED HERMES PREM MUNI I | $43.05万 | 0.25% | 39,388 | 8,267 | 26.6% | $9.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.30万 | 0.24% | 7,826 | -6 | -0.1% | -$324 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $42.01万 | 0.24% | 43,802 | -341 | -0.8% | -$3,270 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $41.46万 | 0.24% | 17,529 | -200 | -1.1% | -$4,730 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $40.71万 | 0.23% | 42,804 | 24 | 0.1% | $228 | 加仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $39.77万 | 0.23% | 37,729 | 7 | 0.0% | $74 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $39.68万 | 0.23% | 34,062 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $38.22万 | 0.22% | 118,682 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $37.99万 | 0.22% | 2,746 | -88 | -3.1% | -$1.22万 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $37.94万 | 0.22% | 60,323 | 25 | 0.0% | $157 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.45万 | 0.22% | 5,844 | 27 | 0.5% | $1,730 | 加仓 |