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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,625.41万 | 9.71% | 21,704 | -361 | -1.6% | -$27.04万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $1,006.75万 | 6.01% | 85,282 | 1,905 | 2.3% | $22.49万 | 加仓 |
| IQLT | ISHARES TR | $729.26万 | 4.36% | 147,176 | 1,210 | 0.8% | $6.00万 | 加仓 |
| IEI | ISHARES TR | $638.41万 | 3.81% | 54,356 | 1,765 | 3.4% | $20.73万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $624.30万 | 3.73% | 196,877 | -5,372 | -2.7% | -$17.03万 | 减仓 |
| SHY | ISHARES TR | $433.25万 | 2.59% | 52,765 | 422 | 0.8% | $3.47万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $423.14万 | 2.53% | 43,880 | 386 | 0.9% | $3.72万 | 加仓 |
| IEF | ISHARES TR | $360.98万 | 2.16% | 38,171 | 2,759 | 7.8% | $26.09万 | 加仓 |
| IVW | ISHARES TR | $337.63万 | 2.02% | 24,550 | -178 | -0.7% | -$2.45万 | 减仓 |
| AAPL | APPLE INC | $314.51万 | 1.88% | 10,869 | 77 | 0.7% | $2.23万 | 加仓 |
| DGRO | ISHARES TR | $290.18万 | 1.73% | 38,287 | -116 | -0.3% | -$8,792 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $284.81万 | 1.70% | 74,539 | -213 | -0.3% | -$8,139 | 减仓 |
| IUSV | ISHARES TR | $266.09万 | 1.59% | 24,157 | 68 | 0.3% | $7,490 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $237.84万 | 1.42% | 63,408 | -2,245 | -3.4% | -$8.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $235.71万 | 1.41% | 3,201 | 67 | 2.1% | $4.93万 | 加仓 |
| AMGN | AMGEN INC | $232.10万 | 1.39% | 6,409 | -44 | -0.7% | -$1.59万 | 减仓 |
| IJH | ISHARES TR | $218.01万 | 1.30% | 28,273 | 48 | 0.2% | $3,701 | 加仓 |
| VTI | VANGUARD INDEX FDS | $214.31万 | 1.28% | 5,791 | 59 | 1.0% | $2.18万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $211.46万 | 1.26% | 77,373 | 651 | 0.8% | $1.78万 | 加仓 |
| MSFT | MICROSOFT CORP | $203.86万 | 1.22% | 5,465 | 126 | 2.4% | $4.70万 | 加仓 |
| LLY | ELI LILLY & CO | $180.70万 | 1.08% | 1,507 | 34 | 2.3% | $4.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $176.81万 | 1.06% | 3,702 | -239 | -6.1% | -$11.41万 | 减仓 |
| AVGO | BROADCOM INC | $163.55万 | 0.98% | 4,330 | 129 | 3.1% | $4.87万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $161.19万 | 0.96% | 19,868 | 1,289 | 6.9% | $10.46万 | 加仓 |
| CSCO | CISCO SYS INC | $160.07万 | 0.96% | 13,627 | -517 | -3.7% | -$6.07万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $158.71万 | 0.95% | 9,328 | 163 | 1.8% | $2.77万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $148.80万 | 0.89% | 18,828 | 596 | 3.3% | $4.71万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $148.65万 | 0.89% | 6,282 | 13 | 0.2% | $3,076 | 加仓 |
| GLD | SPDR GOLD TR | $146.77万 | 0.88% | 3,984 | -238 | -5.6% | -$8.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $145.50万 | 0.87% | 7,272 | 488 | 7.2% | $9.76万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $139.71万 | 0.83% | 32,812 | -2,854 | -8.0% | -$12.15万 | 减仓 |
| WFC | WELLS FARGO & CO | $138.11万 | 0.82% | 16,712 | 115 | 0.7% | $9,504 | 加仓 |
| AMZN | AMAZON COM INC | $134.48万 | 0.80% | 5,642 | 127 | 2.3% | $3.03万 | 加仓 |
| TFLO | ISHARES TR | $134.25万 | 0.80% | 26,516 | 687 | 2.7% | $3.48万 | 加仓 |
| CAT | CATERPILLAR INC | $131.14万 | 0.78% | 1,231 | -67 | -5.2% | -$7.14万 | 减仓 |
| GOOG | ALPHABET INC | $128.82万 | 0.77% | 3,646 | -221 | -5.7% | -$7.81万 | 减仓 |
| IEFA | ISHARES TR | $128.48万 | 0.77% | 13,303 | 86 | 0.7% | $8,306 | 加仓 |
| AGG | ISHARES TR | $126.59万 | 0.76% | 12,790 | 398 | 3.2% | $3.94万 | 加仓 |
| IJR | ISHARES TR | $124.30万 | 0.74% | 8,381 | 22 | 0.3% | $3,263 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $120.80万 | 0.72% | 3,691 | 17 | 0.5% | $5,564 | 加仓 |
| WMT | WALMART INC | $120.38万 | 0.72% | 10,629 | -280 | -2.6% | -$3.17万 | 减仓 |
| ASML | ASML HLDG NV | $120.25万 | 0.72% | 604 | -50 | -7.6% | -$9.95万 | 减仓 |
| QUAL | ISHARES TR | $112.25万 | 0.67% | 5,115 | -389 | -7.1% | -$8.54万 | 减仓 |
| BOND | PIMCO ETF TR | $112.02万 | 0.67% | 12,148 | 97 | 0.8% | $8,944 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $111.70万 | 0.67% | 22,239 | 147 | 0.7% | $7,384 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $107.91万 | 0.64% | 14,082 | -882 | -5.9% | -$6.76万 | 减仓 |
| GOOGL | ALPHABET INC | $101.82万 | 0.61% | 2,849 | -51 | -1.8% | -$1.82万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $101.07万 | 0.60% | 95,615 | -13,931 | -12.7% | -$14.73万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $97.52万 | 0.58% | 7,719 | 42 | 0.5% | $5,306 | 加仓 |
| EFA | ISHARES TR | $92.74万 | 0.55% | 8,927 | 381 | 4.5% | $3.96万 | 加仓 |
| ETN | EATON CORP PLC | $91.17万 | 0.54% | 2,140 | 149 | 7.5% | $6.35万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $89.31万 | 0.53% | 18,495 | -500 | -2.6% | -$2.41万 | 减仓 |
| SMMV | ISHARES TR | $88.89万 | 0.53% | 19,308 | 145 | 0.8% | $6,676 | 加仓 |
| ABBV | ABBVIE INC | $85.59万 | 0.51% | 3,401 | 358 | 11.8% | $9.01万 | 加仓 |
| MRK | MERCK & CO INC | $81.01万 | 0.48% | 6,305 | -22 | -0.3% | -$2,827 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $80.89万 | 0.48% | 9,787 | 149 | 1.5% | $1.23万 | 加仓 |
| HD | HOME DEPOT INC | $80.37万 | 0.48% | 2,279 | 154 | 7.2% | $5.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $78.53万 | 0.47% | 2,322 | -658 | -22.1% | -$22.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $78.43万 | 0.47% | 2,789 | 455 | 19.5% | $12.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.36万 | 0.47% | 838 | -125 | -13.0% | -$11.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.06万 | 0.47% | 1,560 | -164 | -9.5% | -$8.21万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $76.82万 | 0.46% | 13,320 | -31 | -0.2% | -$1,788 | 减仓 |
| C | CITIGROUP INC | $75.83万 | 0.45% | 5,418 | -214 | -3.8% | -$3.00万 | 减仓 |
| ORCL | ORACLE CORP | $75.15万 | 0.45% | 5,128 | 658 | 14.7% | $9.64万 | 加仓 |
| UNP | UNION PAC CORP | $71.22万 | 0.43% | 2,619 | -642 | -19.7% | -$17.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $71.20万 | 0.43% | 4,856 | 744 | 18.1% | $10.91万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $69.41万 | 0.41% | 686 | -50 | -6.8% | -$5.06万 | 减仓 |
| — | EXXON MOBIL CORP | $67.92万 | 0.41% | 4,968 | -186 | -3.6% | -$2.54万 | 减仓 |
| O | REALTY INCOME CORP | $65.57万 | 0.39% | 10,582 | 604 | 6.1% | $3.74万 | 加仓 |
| MCD | MCDONALDS CORP | $64.26万 | 0.38% | 2,377 | 91 | 4.0% | $2.46万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $64.11万 | 0.38% | 4,434 | -1,116 | -20.1% | -$16.14万 | 减仓 |
| META | META PLATFORMS INC | $59.64万 | 0.36% | 1,059 | 92 | 9.5% | $5.18万 | 加仓 |
| EEM | ISHARES TR | $58.31万 | 0.35% | 8,524 | -181 | -2.1% | -$1.24万 | 减仓 |
| BX | BLACKSTONE INC | $58.18万 | 0.35% | 4,944 | 652 | 15.2% | $7.67万 | 加仓 |
| KO | COCA COLA CO | $57.43万 | 0.34% | 7,066 | 1,422 | 25.2% | $11.56万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.07万 | 0.34% | 2,247 | -1,188 | -34.6% | -$30.17万 | 减仓 |
| CB | CHUBB LIMITED | $55.82万 | 0.33% | 1,638 | -63 | -3.7% | -$2.15万 | 减仓 |
| V | VISA INC | $54.15万 | 0.32% | 1,578 | -57 | -3.5% | -$1.96万 | 减仓 |
| SHV | ISHARES TR | $50.63万 | 0.30% | 4,588 | 1,373 | 42.7% | $15.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $50.16万 | 0.30% | 730 | 2 | 0.3% | $1,374 | 加仓 |
| GDX | VANECK ETF TRUST | $49.88万 | 0.30% | 6,612 | -49 | -0.7% | -$3,697 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $47.37万 | 0.28% | 11,704 | 8 | 0.1% | $324 | 加仓 |
| WM | WASTE MGMT INC DEL | $47.17万 | 0.28% | 2,116 | 112 | 5.6% | $2.50万 | 加仓 |
| MINT | PIMCO ETF TR | $46.82万 | 0.28% | 4,645 | -65 | -1.4% | -$6,552 | 减仓 |
| CAH | CARDINAL HEALTH INC | $45.76万 | 0.27% | 1,926 | -72 | -3.6% | -$1.71万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $45.46万 | 0.27% | 10,739 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $45.41万 | 0.27% | 875 | 875 | — | $45.41万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $45.27万 | 0.27% | 1,222 | -86 | -6.6% | -$3.19万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $45.08万 | 0.27% | 11,401 | 11,401 | — | $45.08万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $44.05万 | 0.26% | 3,628 | -314 | -8.0% | -$3.81万 | 减仓 |
| TXN | TEXAS INSTRS INC | $43.25万 | 0.26% | 1,451 | -217 | -13.0% | -$6.47万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $42.47万 | 0.25% | 16,196 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $41.99万 | 0.25% | 8,521 | 2,140 | 33.5% | $10.55万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $41.59万 | 0.25% | 817 | 200 | 32.4% | $10.18万 | 加仓 |
| BLK | BLACKROCK INC | $40.91万 | 0.24% | 425 | -216 | -33.7% | -$20.79万 | 减仓 |
| SNA | SNAP ON INC | $40.45万 | 0.24% | 1,005 | 8 | 0.8% | $3,220 | 加仓 |
| RTX | RTX CORPORATION | $40.08万 | 0.24% | 2,112 | 99 | 4.9% | $1.88万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $38.75万 | 0.23% | 4,626 | 2 | 0.0% | $168 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $38.20万 | 0.23% | 5,208 | 5,208 | — | $38.20万 | 新建仓 |
| QCOM | QUALCOMM INC | $37.10万 | 0.22% | 2,008 | -672 | -25.1% | -$12.42万 | 减仓 |