MFA Wealth Services
- SEC CIK
- 0001989379
- 最新申報
- 2026/7/21
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/22 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 122
- 較 2025 年第 4 季 +5
- 總值
- $1.51 億
- 較 2025 年第 4 季 +$304.5 萬 (+2.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 18,579 | $150.7 萬 | 1.0% | −129−0.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,134 | $180.9 萬 | 1.2% | +52+1.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 4,222 | $181.7 萬 | 1.2% | +206+5.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,732 | $183.9 萬 | 1.2% | +119+2.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 28,225 | $190.6 萬 | 1.3% | −126−0.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,339 | $197.6 萬 | 1.3% | +182+3.5% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 76,722 | $208.9 萬 | 1.4% | +1,282+1.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 6,453 | $227.0 萬 | 1.5% | −152−2.3% | 減碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 65,653 | $235.7 萬 | 1.6% | +25,642+64.1% | 加碼 | – |
| Fidelity Covington Trust316092295 | FUN SMA MID ETF | 74,752 | $238.8 萬 | 1.6% | +2,846+4.0% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 24,089 | $246.3 萬 | 1.6% | +241+1.0% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 38,403 | $269.5 萬 | 1.8% | −1,733−4.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,792 | $273.9 萬 | 1.8% | −41−0.4% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,728 | $279.7 萬 | 1.9% | −64−0.3% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 35,412 | $338.0 萬 | 2.2% | +1,436+4.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 43,494 | $385.8 萬 | 2.6% | +1,265+3.0% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 52,343 | $432.2 萬 | 2.9% | −4,080−7.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 202,249 | $620.5 萬 | 4.1% | −25,777−11.3% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 52,591 | $623.7 萬 | 4.1% | +1,414+2.8% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 145,966 | $674.8 萬 | 4.5% | +16,068+12.4% | 加碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 83,377 | $875.7 萬 | 5.8% | +823+1.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 22,065 | $1,441 萬 | 9.5% | +143+0.7% | 加碼 | – |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。