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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1,469.31万 | 7.92% | 39,655 | 6,238 | 18.7% | $231.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,262.74万 | 6.81% | 284,657 | -26,936 | -8.6% | -$119.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $599.58万 | 3.23% | 154,570 | 18,422 | 13.5% | $71.46万 | 加仓 |
| AAPL | APPLE INC | $538.53万 | 2.90% | 18,611 | -825 | -4.2% | -$23.87万 | 减仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $484.32万 | 2.61% | 459,506 | -12,897 | -2.7% | -$13.59万 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $431.71万 | 2.33% | 362,781 | -19,772 | -5.2% | -$23.53万 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $428.01万 | 2.31% | 385,248 | -33,982 | -8.1% | -$37.75万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $399.68万 | 2.15% | 354,956 | -43,091 | -10.8% | -$48.52万 | 减仓 |
| BKT | BLACKROCK INCOME TR INC | $397.14万 | 2.14% | 370,468 | 166 | 0.0% | $1,780 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $359.03万 | 1.94% | 69,457 | -995 | -1.4% | -$5.14万 | 减仓 |
| IVV | ISHARES TR | $350.67万 | 1.89% | 4,682 | -25 | -0.5% | -$1.87万 | 减仓 |
| GE | GE AEROSPACE | $348.25万 | 1.88% | 9,318 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $328.68万 | 1.77% | 59,749 | -2,590 | -4.2% | -$14.25万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $305.07万 | 1.64% | 73,956 | 5,601 | 8.2% | $23.10万 | 加仓 |
| GEV | GE VERNOVA INC | $299.36万 | 1.61% | 2,548 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $264.76万 | 1.43% | 3,545 | -25 | -0.7% | -$1.87万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $259.06万 | 1.40% | 223,331 | -12,427 | -5.3% | -$14.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $256.67万 | 1.38% | 12,828 | 44 | 0.3% | $8,804 | 加仓 |
| MFM | ABERDEEN MUN INCOME FD | $242.55万 | 1.31% | 431,579 | 279,905 | 184.5% | $157.31万 | 加仓 |
| META | META PLATFORMS INC | $241.15万 | 1.30% | 4,281 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $233.47万 | 1.26% | 182,401 | -47 | -0.0% | -$602 | 减仓 |
| C | CITIGROUP INC | $230.01万 | 1.24% | 16,434 | -4 | -0.0% | -$560 | 减仓 |
| — | EXXON MOBIL CORP | $228.93万 | 1.23% | 16,744 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $223.56万 | 1.21% | 60,685 | -2,879 | -4.5% | -$10.61万 | 减仓 |
| NBH | NEUBERGER MUN FD INC | $199.71万 | 1.08% | 189,301 | -17,246 | -8.3% | -$18.19万 | 减仓 |
| LQD | ISHARES TR | $195.49万 | 1.05% | 17,923 | 1,025 | 6.1% | $11.18万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $175.87万 | 0.95% | 31,200 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $174.63万 | 0.94% | 158,900 | -21,432 | -11.9% | -$23.55万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $173.50万 | 0.94% | 193,424 | -6,752 | -3.4% | -$6.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $170.27万 | 0.92% | 24,360 | -635 | -2.5% | -$4.44万 | 减仓 |
| EIM | EATON VANCE MUN BD FD | $162.13万 | 0.87% | 162,779 | -9,148 | -5.3% | -$9.11万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $139.67万 | 0.75% | 97,604 | -3,408 | -3.4% | -$4.88万 | 减仓 |
| AVGO | BROADCOM INC | $139.01万 | 0.75% | 3,680 | 550 | 17.6% | $20.78万 | 加仓 |
| — | EATON VANCE NATL MUN OPPORT | $130.73万 | 0.70% | 74,197 | -5,205 | -6.6% | -$9.17万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $126.95万 | 0.68% | 115,304 | -8,619 | -7.0% | -$9.49万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $124.81万 | 0.67% | 20,701 | -85 | -0.4% | -$5,125 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $123.05万 | 0.66% | 161,692 | 8,000 | 5.2% | $6.09万 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $120.18万 | 0.65% | 169,509 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $112.54万 | 0.61% | 122,729 | 0 | 0.0% | — | 不变 |
| KTF | DWS MUN INCOME TR | $110.92万 | 0.60% | 120,569 | -8,631 | -6.7% | -$7.94万 | 减仓 |
| GOOGL | ALPHABET INC | $108.83万 | 0.59% | 3,045 | 0 | 0.0% | — | 不变 |
| MMU | WESTERN ASSET MANAGED MUNS F | $108.40万 | 0.58% | 104,027 | -5,114 | -4.7% | -$5.33万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $101.56万 | 0.55% | 18,801 | 332 | 1.8% | $1.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $98.19万 | 0.53% | 2,632 | -5 | -0.2% | -$1,865 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $93.32万 | 0.50% | 99,596 | -10 | -0.0% | -$94 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $88.30万 | 0.48% | 765 | -37 | -4.6% | -$4.27万 | 减仓 |
| AGG | ISHARES TR | $86.22万 | 0.46% | 8,711 | 664 | 8.3% | $6.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $83.69万 | 0.45% | 2,557 | -150 | -5.5% | -$4.91万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $82.24万 | 0.44% | 107,219 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $81.06万 | 0.44% | 3,810 | 55 | 1.5% | $1.17万 | 加仓 |
| CVX | CHEVRON CORPORATION | $80.09万 | 0.43% | 4,832 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $79.47万 | 0.43% | 3,278 | 0 | 0.0% | — | 不变 |
| — | INVESCO ADVANTAGE MUN INCOME | $79.33万 | 0.43% | 83,679 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INC | $76.95万 | 0.41% | 72,182 | -4,910 | -6.4% | -$5.23万 | 减仓 |
| AMZN | AMAZON COM INC | $76.70万 | 0.41% | 3,218 | 56 | 1.8% | $1.33万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $76.36万 | 0.41% | 96,899 | -116 | -0.1% | -$914 | 减仓 |
| — | INVESCO HIGH INCOME TR II | $76.01万 | 0.41% | 73,089 | -1,329 | -1.8% | -$1.38万 | 减仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $75.53万 | 0.41% | 80,949 | -152 | -0.2% | -$1,418 | 减仓 |
| GOOG | ALPHABET INC | $70.36万 | 0.38% | 1,991 | 50 | 2.6% | $1.77万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $69.14万 | 0.37% | 80,772 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $66.44万 | 0.36% | 8,020 | 106 | 1.3% | $8,781 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.85万 | 0.35% | 5,644 | 169 | 3.1% | $1.97万 | 加仓 |
| — | NEUBERGER HIGH YIELD ST FD I | $65.08万 | 0.35% | 104,287 | 8,000 | 8.3% | $4.99万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $64.75万 | 0.35% | 11,126 | -500 | -4.3% | -$2.91万 | 减仓 |
| IJR | ISHARES TR | $64.07万 | 0.35% | 4,320 | -55 | -1.3% | -$8,157 | 减仓 |
| IEF | ISHARES TR | $63.20万 | 0.34% | 6,682 | -53 | -0.8% | -$5,012 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $62.80万 | 0.34% | 8,555 | 4,550 | 113.6% | $33.40万 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $62.57万 | 0.34% | 95,679 | -177 | -0.2% | -$1,158 | 减仓 |
| — | VANGUARD FIXED INCOME SECS F | $62.32万 | 0.34% | 8,325 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $61.85万 | 0.33% | 8,021 | -254 | -3.1% | -$1.96万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $60.38万 | 0.33% | 49,816 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIYIELD MICH QU | $60.21万 | 0.32% | 49,073 | -3,717 | -7.0% | -$4.56万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $57.19万 | 0.31% | 46,458 | -2,898 | -5.9% | -$3.57万 | 减仓 |
| — | INVESCO BD FD | $54.52万 | 0.29% | 35,964 | 0 | 0.0% | — | 不变 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $54.37万 | 0.29% | 47,652 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $54.20万 | 0.29% | 37,694 | 4,759 | 14.4% | $6.84万 | 加仓 |
| — | FEDERATED HERMES PREM MUNI I | $53.61万 | 0.29% | 46,656 | 7,268 | 18.5% | $8.35万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $50.79万 | 0.27% | 12,845 | -1,500 | -10.5% | -$5.93万 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $50.07万 | 0.27% | 126,446 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR INCOME TR | $50.05万 | 0.27% | 100,497 | 28,200 | 39.0% | $14.04万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $48.38万 | 0.26% | 7,500 | -23,818 | -76.1% | -$153.63万 | 减仓 |
| — | INVESCO MUNI INCOME OPP TRST | $46.44万 | 0.25% | 74,780 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $45.86万 | 0.25% | 17,529 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET MUN HIGH INCOM | $44.25万 | 0.24% | 63,214 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $43.94万 | 0.24% | 41,574 | 21,772 | 109.9% | $23.01万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $43.36万 | 0.23% | 5,072 | -7,363 | -59.2% | -$62.94万 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $42.27万 | 0.23% | 42,828 | 24 | 0.1% | $237 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $42.13万 | 0.23% | 43,429 | -373 | -0.9% | -$3,618 | 减仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $41.67万 | 0.22% | 37,745 | 16 | 0.0% | $177 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.65万 | 0.22% | 5,845 | 1 | 0.0% | $71 | 加仓 |
| IYY | ISHARES TR | $40.41万 | 0.22% | 2,217 | -36 | -1.6% | -$6,562 | 减仓 |
| TSLA | TESLA INC | $40.38万 | 0.22% | 960 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.26万 | 0.22% | 6,745 | -1,081 | -13.8% | -$6.45万 | 减仓 |
| XBI | SPDR SERIES TRUST | $40.20万 | 0.22% | 2,540 | -4,115 | -61.8% | -$65.12万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $39.60万 | 0.21% | 37,360 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $38.98万 | 0.21% | 60,335 | 12 | 0.0% | $78 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $38.69万 | 0.21% | 27,305 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MUN CR OPPORTUNITIES | $38.52万 | 0.21% | 35,370 | -5,480 | -13.4% | -$5.97万 | 减仓 |
| — | NUVEEN MASS QUALITY MUN INC | $38.29万 | 0.21% | 29,475 | -20,750 | -41.3% | -$26.95万 | 减仓 |
| IEFA | ISHARES TR | $38.01万 | 0.20% | 3,936 | 83 | 2.2% | $8,015 | 加仓 |