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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $34.37万 | 0.23% | 2,624 | 60 | 2.3% | $7,858 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $32.46万 | 0.21% | 1,113 | 3 | 0.3% | $875 | 加仓 |
| TXN | TEXAS INSTRS INC | $32.38万 | 0.21% | 1,668 | 41 | 2.5% | $7,959 | 加仓 |
| SCZ | ISHARES TR | $30.35万 | 0.20% | 3,871 | 54 | 1.4% | $4,234 | 加仓 |
| COWZ | PACER FDS TR | $29.37万 | 0.19% | 4,694 | -7,048 | -60.0% | -$44.09万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $28.39万 | 0.19% | 2,866 | 454 | 18.8% | $4.50万 | 加仓 |
| IDV | ISHARES TR | $28.29万 | 0.19% | 6,648 | -194 | -2.8% | -$8,257 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.25万 | 0.19% | 1,012 | 163 | 19.2% | $4.55万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $27.99万 | 0.19% | 815 | 14 | 1.7% | $4,807 | 加仓 |
| BAC | BANK AMERICA CORP | $27.68万 | 0.18% | 5,677 | 24 | 0.4% | $1,170 | 加仓 |
| CME | CME GROUP INC | $27.41万 | 0.18% | 928 | 22 | 2.4% | $6,498 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.15万 | 0.18% | 6,381 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $23.57万 | 0.16% | 2,170 | -431 | -16.6% | -$4.68万 | 重新持有 |
| INTU | INTUIT | $23.43万 | 0.16% | 542 | 84 | 18.3% | $3.63万 | 加仓 |
| NVS | NOVARTIS AG | $22.67万 | 0.15% | 1,484 | 28 | 1.9% | $4,277 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $22.23万 | 0.15% | 3,780 | 3 | 0.1% | $176 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.98万 | 0.15% | 1,677 | 1,677 | — | $21.98万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $21.46万 | 0.14% | 2,192 | 3 | 0.1% | $294 | 加仓 |
| VTV | VANGUARD INDEX FDS | $20.64万 | 0.14% | 1,052 | 1,052 | — | $20.64万 | 新建仓 |
| AFL | AFLAC INC | $20.27万 | 0.13% | 1,848 | 16 | 0.9% | $1,755 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.03万 | 0.13% | 2,738 | -631 | -18.7% | -$4.62万 | 重新持有 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.16万 | 0.09% | 25,808 | 298 | 1.2% | $1,520 | 加仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,249 | -100.0% | -$21.60万 | 清仓 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |