MFA Wealth Services
- SEC CIK
- 0001989379
- 最新申報
- 2026/7/21
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 122
- 較 2025 年第 2 季 +8
- 總值
- $1.45 億
- 較 2025 年第 2 季 +$1,179 萬 (+8.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 10,994 | $148.7 萬 | 1.0% | −7,722−41.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,631 | $152.8 萬 | 1.1% | −131−2.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 36,181 | $167.6 萬 | 1.2% | −1,325−3.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,581 | $180.0 萬 | 1.2% | +169+0.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,643 | $185.2 萬 | 1.3% | −48−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,135 | $188.2 萬 | 1.3% | −477−13.2% | 減碼 | – |
| AMGNAmgen Inc | Stock | 6,709 | $189.3 萬 | 1.3% | +74+1.1% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 73,326 | $203.5 萬 | 1.4% | +3,582+5.1% | 加碼 | – |
| Fidelity Covington Trust316092295 | FUN SMA MID ETF | 71,856 | $209.9 萬 | 1.4% | +50,816+241.5% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 23,750 | $237.4 萬 | 1.6% | +87+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,088 | $263.5 萬 | 1.8% | +69+1.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 41,234 | $280.7 萬 | 1.9% | −827−2.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,363 | $289.3 萬 | 2.0% | −100−0.9% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,829 | $299.7 萬 | 2.1% | +78+0.3% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 32,066 | $309.3 萬 | 2.1% | +719+2.3% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 41,899 | $383.0 萬 | 2.6% | +1,599+4.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 54,431 | $451.6 萬 | 3.1% | −9,774−15.2% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 124,617 | $550.7 萬 | 3.8% | +43,112+52.9% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 49,657 | $593.4 萬 | 4.1% | −3,786−7.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 229,605 | $626.8 萬 | 4.3% | −4,226−1.8% | 減碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 81,342 | $930.6 萬 | 6.4% | +388+0.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,848 | $1,462 萬 | 10.1% | +332+1.5% | 加碼 | – |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。