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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,441.29万 | 9.54% | 22,065 | 143 | 0.7% | $9.34万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $875.71万 | 5.80% | 83,377 | 823 | 1.0% | $8.64万 | 加仓 |
| IQLT | ISHARES TR | $674.80万 | 4.47% | 145,966 | 16,068 | 12.4% | $74.28万 | 加仓 |
| IEI | ISHARES TR | $623.73万 | 4.13% | 52,591 | 1,414 | 2.8% | $16.77万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $620.50万 | 4.11% | 202,249 | -25,777 | -11.3% | -$79.08万 | 减仓 |
| SHY | ISHARES TR | $432.20万 | 2.86% | 52,343 | -4,080 | -7.2% | -$33.69万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $385.79万 | 2.55% | 43,494 | 1,265 | 3.0% | $11.22万 | 加仓 |
| IEF | ISHARES TR | $337.98万 | 2.24% | 35,412 | 1,436 | 4.2% | $13.71万 | 加仓 |
| IVW | ISHARES TR | $279.70万 | 1.85% | 24,728 | -64 | -0.3% | -$7,239 | 减仓 |
| AAPL | APPLE INC | $273.88万 | 1.81% | 10,792 | -41 | -0.4% | -$1.04万 | 减仓 |
| DGRO | ISHARES TR | $269.51万 | 1.78% | 38,403 | -1,733 | -4.3% | -$12.16万 | 减仓 |
| IUSV | ISHARES TR | $246.31万 | 1.63% | 24,089 | 241 | 1.0% | $2.46万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $238.83万 | 1.58% | 74,752 | 2,846 | 4.0% | $9.09万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $235.69万 | 1.56% | 65,653 | 25,642 | 64.1% | $92.05万 | 加仓 |
| AMGN | AMGEN INC | $227.04万 | 1.50% | 6,453 | -152 | -2.3% | -$5.35万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $208.91万 | 1.38% | 76,722 | 1,282 | 1.7% | $3.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $197.64万 | 1.31% | 5,339 | 182 | 3.5% | $6.74万 | 加仓 |
| IJH | ISHARES TR | $190.60万 | 1.26% | 28,225 | -126 | -0.4% | -$8,509 | 减仓 |
| VTI | VANGUARD INDEX FDS | $183.90万 | 1.22% | 5,732 | 119 | 2.1% | $3.82万 | 加仓 |
| GLD | SPDR GOLD TR | $181.66万 | 1.20% | 4,222 | 206 | 5.1% | $8.86万 | 加仓 |
| QQQ | INVESCO QQQ TR | $180.88万 | 1.20% | 3,134 | 52 | 1.7% | $3.00万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $150.69万 | 1.00% | 18,579 | -129 | -0.7% | -$1.05万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $144.53万 | 0.96% | 18,232 | 341 | 1.9% | $2.70万 | 加仓 |
| WMT | WALMART INC | $135.58万 | 0.90% | 10,909 | 80 | 0.7% | $9,943 | 加仓 |
| LLY | ELI LILLY & CO | $135.44万 | 0.90% | 1,473 | 9 | 0.6% | $8,275 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $134.83万 | 0.89% | 6,269 | 12 | 0.2% | $2,581 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $133.19万 | 0.88% | 3,941 | -6 | -0.2% | -$2,028 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $132.92万 | 0.88% | 9,165 | -1,728 | -15.9% | -$25.06万 | 减仓 |
| WFC | WELLS FARGO & CO | $132.13万 | 0.87% | 16,597 | 16,597 | — | $132.13万 | 新建仓 |
| TFLO | ISHARES TR | $130.77万 | 0.87% | 25,829 | 816 | 3.3% | $4.13万 | 加仓 |
| AVGO | BROADCOM INC | $130.02万 | 0.86% | 4,201 | 66 | 1.6% | $2.04万 | 加仓 |
| AGG | ISHARES TR | $123.01万 | 0.81% | 12,392 | -16 | -0.1% | -$1,588 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $121.80万 | 0.81% | 35,666 | -606 | -1.7% | -$2.07万 | 减仓 |
| IEFA | ISHARES TR | $119.65万 | 0.79% | 13,217 | -267 | -2.0% | -$2.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $118.32万 | 0.78% | 6,784 | 25 | 0.4% | $4,360 | 加仓 |
| AMZN | AMAZON COM INC | $114.87万 | 0.76% | 5,515 | -184 | -3.2% | -$3.83万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $114.16万 | 0.76% | 14,964 | 267 | 1.8% | $2.04万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $113.71万 | 0.75% | 109,546 | 892 | 0.8% | $9,259 | 加仓 |
| BOND | PIMCO ETF TR | $111.20万 | 0.74% | 12,051 | 55 | 0.5% | $5,075 | 加仓 |
| GOOG | ALPHABET INC | $110.92万 | 0.73% | 3,867 | 165 | 4.5% | $4.73万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $110.35万 | 0.73% | 22,092 | -355 | -1.6% | -$1.77万 | 减仓 |
| CSCO | CISCO SYS INC | $109.74万 | 0.73% | 14,144 | 135 | 1.0% | $1.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $108.07万 | 0.72% | 3,674 | -45 | -1.2% | -$1.32万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $106.99万 | 0.71% | 7,677 | 7,677 | — | $106.99万 | 新建仓 |
| QUAL | ISHARES TR | $105.56万 | 0.70% | 5,504 | -40 | -0.7% | -$7,672 | 减仓 |
| IJR | ISHARES TR | $103.92万 | 0.69% | 8,359 | -43 | -0.5% | -$5,346 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.95万 | 0.64% | 963 | -8 | -0.8% | -$7,971 | 减仓 |
| CAT | CATERPILLAR INC | $91.97万 | 0.61% | 1,298 | -43 | -3.2% | -$3.05万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $90.14万 | 0.60% | 2,980 | 118 | 4.1% | $3.57万 | 加仓 |
| — | EXXON MOBIL CORP | $87.45万 | 0.58% | 5,154 | 21 | 0.4% | $3,563 | 加仓 |
| ASML | ASML HLDG NV | $86.44万 | 0.57% | 654 | 32 | 5.1% | $4.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $83.98万 | 0.56% | 3,435 | 22 | 0.6% | $5,378 | 加仓 |
| SMMV | ISHARES TR | $83.58万 | 0.55% | 19,163 | 82 | 0.4% | $3,577 | 加仓 |
| GOOGL | ALPHABET INC | $83.39万 | 0.55% | 2,900 | -84 | -2.8% | -$2.42万 | 减仓 |
| EFA | ISHARES TR | $83.00万 | 0.55% | 8,546 | 229 | 2.8% | $2.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.62万 | 0.55% | 1,724 | -245 | -12.4% | -$11.74万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $79.75万 | 0.53% | 9,638 | 9,638 | — | $79.75万 | 新建仓 |
| UNP | UNION PAC CORP | $79.13万 | 0.52% | 3,261 | -13 | -0.4% | -$3,154 | 减仓 |
| MRK | MERCK & CO INC | $76.11万 | 0.50% | 6,327 | 101 | 1.6% | $1.21万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $72.18万 | 0.48% | 18,995 | 18,995 | — | $72.18万 | 新建仓 |
| ETN | EATON CORP PLC | $71.22万 | 0.47% | 1,991 | 66 | 3.4% | $2.36万 | 加仓 |
| MCD | MCDONALDS CORP | $71.06万 | 0.47% | 2,286 | 58 | 2.6% | $1.80万 | 加仓 |
| HD | HOME DEPOT INC | $69.87万 | 0.46% | 2,125 | 75 | 3.7% | $2.47万 | 加仓 |
| ABBV | ABBVIE INC | $66.18万 | 0.44% | 3,043 | 143 | 4.9% | $3.11万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $65.84万 | 0.44% | 5,550 | 36 | 0.7% | $4,271 | 加仓 |
| ORCL | ORACLE CORP | $65.76万 | 0.44% | 4,470 | 291 | 7.0% | $4.28万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $64.51万 | 0.43% | 13,351 | -22,188 | -62.4% | -$107.21万 | 减仓 |
| C | CITIGROUP INC | $63.88万 | 0.42% | 5,632 | -15 | -0.3% | -$1,701 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $62.23万 | 0.41% | 736 | 7 | 1.0% | $5,919 | 加仓 |
| BLK | BLACKROCK INC | $61.61万 | 0.41% | 641 | 22 | 3.6% | $2.11万 | 加仓 |
| GDX | VANECK ETF TRUST | $61.13万 | 0.40% | 6,661 | 715 | 12.0% | $6.56万 | 加仓 |
| O | REALTY INCOME CORP | $61.05万 | 0.40% | 9,978 | 661 | 7.1% | $4.04万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $59.40万 | 0.39% | 4,112 | 101 | 2.5% | $1.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.56万 | 0.37% | 2,334 | 203 | 9.5% | $4.92万 | 加仓 |
| CB | CHUBB LTD SWITZ | $55.44万 | 0.37% | 1,701 | 48 | 2.9% | $1.56万 | 加仓 |
| META | META PLATFORMS INC | $55.31万 | 0.37% | 967 | 14 | 1.5% | $8,008 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.54万 | 0.34% | 8,497 | 281 | 3.4% | $1.70万 | 加仓 |
| EEM | ISHARES TR | $49.44万 | 0.33% | 8,705 | 217 | 2.6% | $1.23万 | 加仓 |
| V | VISA INC | $49.41万 | 0.33% | 1,635 | -28 | -1.7% | -$8,461 | 减仓 |
| BX | BLACKSTONE INC | $49.36万 | 0.33% | 4,292 | 283 | 7.1% | $3.25万 | 加仓 |
| ETR | ENTERGY CORP NEW | $47.48万 | 0.31% | 4,226 | 280 | 7.1% | $3.15万 | 加仓 |
| MINT | PIMCO ETF TR | $47.37万 | 0.31% | 4,710 | 279 | 6.3% | $2.81万 | 加仓 |
| WM | WASTE MGMT INC DEL | $46.04万 | 0.30% | 2,004 | 132 | 7.1% | $3.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $43.52万 | 0.29% | 728 | 19 | 2.7% | $1.14万 | 加仓 |
| KO | COCA COLA CO | $42.93万 | 0.28% | 5,644 | 72 | 1.3% | $5,476 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $42.79万 | 0.28% | 1,308 | 108 | 9.0% | $3.53万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $42.22万 | 0.28% | 1,998 | -66 | -3.2% | -$1.39万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.09万 | 0.28% | 617 | -63 | -9.3% | -$4.30万 | 减仓 |
| RTX | RTX CORPORATION | $38.83万 | 0.26% | 2,013 | 80 | 4.1% | $1.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $38.70万 | 0.26% | 1,871 | 28 | 1.5% | $5,792 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $38.35万 | 0.25% | 11,696 | 5 | 0.0% | $164 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $38.16万 | 0.25% | 16,196 | 16,196 | — | $38.16万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $37.45万 | 0.25% | 620 | 15 | 2.5% | $9,060 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $36.79万 | 0.24% | 3,942 | 32 | 0.8% | $2,986 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $36.23万 | 0.24% | 2,887 | 104 | 3.7% | $1.30万 | 加仓 |
| SNA | SNAP ON INC | $36.21万 | 0.24% | 997 | -9 | -0.9% | -$3,269 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $35.84万 | 0.24% | 10,739 | 1,363 | 14.5% | $4.55万 | 加仓 |
| SHV | ISHARES TR | $35.49万 | 0.23% | 3,215 | -458 | -12.5% | -$5.06万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $34.73万 | 0.23% | 4,624 | 102 | 2.3% | $7,660 | 加仓 |
| QCOM | QUALCOMM INC | $34.51万 | 0.23% | 2,680 | -269 | -9.1% | -$3.46万 | 减仓 |