MFA Wealth Services
THOUSAND OAKS CA · SEC CIK 0001989379
$1.67亿2026Q2 申报市值
134持仓数
38.8%前十大占比 · 第一大 9.7%
11 / 2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
LIN 新建仓+$45.41万
DFLV 新建仓+$45.08万
CARR 新建仓+$38.20万
MA 新建仓+$33.87万
DELL 新建仓+$32.53万
2026Q2 卖出最多 按季末市值估算
BABA 清仓-$36.23万
JNJ 减仓-$30.17万
ETR 减仓-$27.26万
IVV 减仓-$27.04万
BMY 减仓-$26.86万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $128.82万 | 0.77% | 3,646 | -221 | -5.7% | -$7.81万 | 减仓 |
| CAT | CATERPILLAR INC | $131.14万 | 0.78% | 1,231 | -67 | -5.2% | -$7.14万 | 减仓 |
| TFLO | ISHARES TR | $134.25万 | 0.80% | 26,516 | 687 | 2.7% | $3.48万 | 加仓 |
| AMZN | AMAZON COM INC | $134.48万 | 0.80% | 5,642 | 127 | 2.3% | $3.03万 | 加仓 |
| WFC | WELLS FARGO & CO | $138.11万 | 0.82% | 16,712 | 115 | 0.7% | $9,504 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $139.71万 | 0.83% | 32,812 | -2,854 | -8.0% | -$12.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $145.50万 | 0.87% | 7,272 | 488 | 7.2% | $9.76万 | 加仓 |
| GLD | SPDR GOLD TR | $146.77万 | 0.88% | 3,984 | -238 | -5.6% | -$8.77万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $148.65万 | 0.89% | 6,282 | 13 | 0.2% | $3,076 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $148.80万 | 0.89% | 18,828 | 596 | 3.3% | $4.71万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $158.71万 | 0.95% | 9,328 | 163 | 1.8% | $2.77万 | 加仓 |
| CSCO | CISCO SYS INC | $160.07万 | 0.96% | 13,627 | -517 | -3.7% | -$6.07万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $161.19万 | 0.96% | 19,868 | 1,289 | 6.9% | $10.46万 | 加仓 |
| AVGO | BROADCOM INC | $163.55万 | 0.98% | 4,330 | 129 | 3.1% | $4.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $176.81万 | 1.06% | 3,702 | -239 | -6.1% | -$11.41万 | 减仓 |
| LLY | ELI LILLY & CO | $180.70万 | 1.08% | 1,507 | 34 | 2.3% | $4.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $203.86万 | 1.22% | 5,465 | 126 | 2.4% | $4.70万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $211.46万 | 1.26% | 77,373 | 651 | 0.8% | $1.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $214.31万 | 1.28% | 5,791 | 59 | 1.0% | $2.18万 | 加仓 |
| IJH | ISHARES TR | $218.01万 | 1.30% | 28,273 | 48 | 0.2% | $3,701 | 加仓 |
| AMGN | AMGEN INC | $232.10万 | 1.39% | 6,409 | -44 | -0.7% | -$1.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $235.71万 | 1.41% | 3,201 | 67 | 2.1% | $4.93万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $237.84万 | 1.42% | 63,408 | -2,245 | -3.4% | -$8.42万 | 减仓 |
| IUSV | ISHARES TR | $266.09万 | 1.59% | 24,157 | 68 | 0.3% | $7,490 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $284.81万 | 1.70% | 74,539 | -213 | -0.3% | -$8,139 | 减仓 |
| DGRO | ISHARES TR | $290.18万 | 1.73% | 38,287 | -116 | -0.3% | -$8,792 | 减仓 |
| AAPL | APPLE INC | $314.51万 | 1.88% | 10,869 | 77 | 0.7% | $2.23万 | 加仓 |
| IVW | ISHARES TR | $337.63万 | 2.02% | 24,550 | -178 | -0.7% | -$2.45万 | 减仓 |
| IEF | ISHARES TR | $360.98万 | 2.16% | 38,171 | 2,759 | 7.8% | $26.09万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $423.14万 | 2.53% | 43,880 | 386 | 0.9% | $3.72万 | 加仓 |
| SHY | ISHARES TR | $433.25万 | 2.59% | 52,765 | 422 | 0.8% | $3.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $624.30万 | 3.73% | 196,877 | -5,372 | -2.7% | -$17.03万 | 减仓 |
| IEI | ISHARES TR | $638.41万 | 3.81% | 54,356 | 1,765 | 3.4% | $20.73万 | 加仓 |
| IQLT | ISHARES TR | $729.26万 | 4.36% | 147,176 | 1,210 | 0.8% | $6.00万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $1,006.75万 | 6.01% | 85,282 | 1,905 | 2.3% | $22.49万 | 加仓 |
| IVV | ISHARES TR | $1,625.41万 | 9.71% | 21,704 | -361 | -1.6% | -$27.04万 | 减仓 |