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 |
|---|---|---|---|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | $36.86万 | 0.22% | 1,117 | 4 | 0.4% | $1,320 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $36.26万 | 0.22% | 1,063 | -29 | -2.7% | -$9,892 | 重新持有 |
| JCI | JOHNSON CONTROLS INTERNATION | $35.82万 | 0.21% | 2,452 | -172 | -6.6% | -$2.51万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.66万 | 0.21% | 1,436 | 424 | 41.9% | $10.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.87万 | 0.20% | 660 | 660 | — | $33.87万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $32.53万 | 0.19% | 754 | 754 | — | $32.53万 | 新建仓 |
| SCZ | ISHARES TR | $32.24万 | 0.19% | 3,919 | 48 | 1.2% | $3,949 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $32.17万 | 0.19% | 908 | 93 | 11.4% | $3.30万 | 加仓 |
| BAC | BANK OF AMER CORP | $31.87万 | 0.19% | 5,593 | -84 | -1.5% | -$4,787 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $31.16万 | 0.19% | 612 | -8 | -1.3% | -$4,073 | 减仓 |
| CVX | CHEVRON CORPORATION | $30.94万 | 0.18% | 1,866 | -5 | -0.3% | -$829 | 减仓 |
| ECL | ECOLAB INC | $30.38万 | 0.18% | 1,090 | 1,090 | — | $30.38万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $29.26万 | 0.17% | 2,139 | 462 | 27.5% | $6.32万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $28.95万 | 0.17% | 2,878 | 12 | 0.4% | $1,207 | 加仓 |
| IDV | ISHARES TR | $27.08万 | 0.16% | 6,537 | -111 | -1.7% | -$4,599 | 减仓 |
| SYK | STRYKER CORPORATION | $26.22万 | 0.16% | 833 | 833 | — | $26.22万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $26.12万 | 0.16% | 2,195 | 3 | 0.1% | $357 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $24.54万 | 0.15% | 3,782 | 2 | 0.1% | $130 | 加仓 |
| TSLA | TESLA INC | $24.44万 | 0.15% | 581 | 60 | 11.5% | $2.52万 | 重新持有 |
| INTU | INTUIT | $24.02万 | 0.14% | 920 | 378 | 69.7% | $9.87万 | 加仓 |
| NVS | NOVARTIS AG | $23.26万 | 0.14% | 1,484 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $23.04万 | 0.14% | 1,057 | 5 | 0.5% | $1,090 | 加仓 |
| SPYM | SPDR SERIES TRUST | $22.96万 | 0.14% | 2,612 | 13 | 0.5% | $1,143 | 重新持有 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $22.48万 | 0.13% | 2,464 | 2,464 | — | $22.48万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.10万 | 0.13% | 3,836 | -4,661 | -54.9% | -$26.86万 | 减仓 |
| AFL | AFLAC INC | $21.82万 | 0.13% | 1,861 | 13 | 0.7% | $1,524 | 加仓 |
| ETR | ENTERGY CORP NEW | $21.29万 | 0.13% | 1,853 | -2,373 | -56.2% | -$27.26万 | 减仓 |
| COWZ | PACER FDS TR | $20.86万 | 0.12% | 3,353 | -1,341 | -28.6% | -$8.34万 | 减仓 |
| CME | CME GROUP INC | $20.63万 | 0.12% | 934 | 6 | 0.6% | $1,326 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $20.52万 | 0.12% | 2,740 | 2 | 0.1% | $150 | 加仓 |
| STLD | STEEL DYNAMICS INC | $20.32万 | 0.12% | 885 | 885 | — | $20.32万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.19万 | 0.12% | 3,321 | 3,321 | — | $20.19万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $20.03万 | 0.12% | 945 | 945 | — | $20.03万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $10.11万 | 0.06% | 20,268 | -5,540 | -21.5% | -$2.76万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,887 | -100.0% | -$36.23万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -2,170 | -100.0% | -$23.57万 | 清仓 |