MFA Wealth Services
THOUSAND OAKS CA · SEC CIK 0001989379
$1.51亿2026Q1 申报市值
122持仓数
39.4%前十大占比 · 第一大 9.5%
7 / 1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
WFC 新建仓+$132.13万
GILD 新建仓+$106.99万
CGDG 加仓+$92.05万
VCIT 新建仓+$79.75万
IQLT 加仓+$74.28万
2026Q1 卖出最多 按季末市值估算
SPSM 减仓-$107.21万
SCHD 减仓-$79.08万
COWZ 减仓-$44.09万
SHY 减仓-$33.69万
XMMO 减仓-$25.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $134.83万 | 0.89% | 6,269 | 12 | 0.2% | $2,581 | 加仓 |
| LLY | ELI LILLY & CO | $135.44万 | 0.90% | 1,473 | 9 | 0.6% | $8,275 | 加仓 |
| WMT | WALMART INC | $135.58万 | 0.90% | 10,909 | 80 | 0.7% | $9,943 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $144.53万 | 0.96% | 18,232 | 341 | 1.9% | $2.70万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $150.69万 | 1.00% | 18,579 | -129 | -0.7% | -$1.05万 | 减仓 |
| QQQ | INVESCO QQQ TR | $180.88万 | 1.20% | 3,134 | 52 | 1.7% | $3.00万 | 加仓 |
| GLD | SPDR GOLD TR | $181.66万 | 1.20% | 4,222 | 206 | 5.1% | $8.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $183.90万 | 1.22% | 5,732 | 119 | 2.1% | $3.82万 | 加仓 |
| IJH | ISHARES TR | $190.60万 | 1.26% | 28,225 | -126 | -0.4% | -$8,509 | 减仓 |
| MSFT | MICROSOFT CORP | $197.64万 | 1.31% | 5,339 | 182 | 3.5% | $6.74万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $208.91万 | 1.38% | 76,722 | 1,282 | 1.7% | $3.49万 | 加仓 |
| AMGN | AMGEN INC | $227.04万 | 1.50% | 6,453 | -152 | -2.3% | -$5.35万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $235.69万 | 1.56% | 65,653 | 25,642 | 64.1% | $92.05万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $238.83万 | 1.58% | 74,752 | 2,846 | 4.0% | $9.09万 | 加仓 |
| IUSV | ISHARES TR | $246.31万 | 1.63% | 24,089 | 241 | 1.0% | $2.46万 | 加仓 |
| DGRO | ISHARES TR | $269.51万 | 1.78% | 38,403 | -1,733 | -4.3% | -$12.16万 | 减仓 |
| AAPL | APPLE INC | $273.88万 | 1.81% | 10,792 | -41 | -0.4% | -$1.04万 | 减仓 |
| IVW | ISHARES TR | $279.70万 | 1.85% | 24,728 | -64 | -0.3% | -$7,239 | 减仓 |
| IEF | ISHARES TR | $337.98万 | 2.24% | 35,412 | 1,436 | 4.2% | $13.71万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $385.79万 | 2.55% | 43,494 | 1,265 | 3.0% | $11.22万 | 加仓 |
| SHY | ISHARES TR | $432.20万 | 2.86% | 52,343 | -4,080 | -7.2% | -$33.69万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $620.50万 | 4.11% | 202,249 | -25,777 | -11.3% | -$79.08万 | 减仓 |
| IEI | ISHARES TR | $623.73万 | 4.13% | 52,591 | 1,414 | 2.8% | $16.77万 | 加仓 |
| IQLT | ISHARES TR | $674.80万 | 4.47% | 145,966 | 16,068 | 12.4% | $74.28万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $875.71万 | 5.80% | 83,377 | 823 | 1.0% | $8.64万 | 加仓 |
| IVV | ISHARES TR | $1,441.29万 | 9.54% | 22,065 | 143 | 0.7% | $9.34万 | 加仓 |