MFA Wealth Services
- SEC CIK
- 0001989379
- 最新申報
- 2026/7/21
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/21 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 134
- 較 2026 年第 1 季 +12
- 總值
- $1.67 億
- 較 2026 年第 1 季 +$1,639 萬 (+10.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V860 | TRS FLT RT BD | 26,516 | $134.2 萬 | 0.8% | +687+2.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,642 | $134.5 萬 | 0.8% | +127+2.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,712 | $138.1 萬 | 0.8% | +115+0.7% | 加碼 | 歷史 |
| Fidelity Covington Tr31609A800 | ENHANCED EMRNGS | 32,812 | $139.7 萬 | 0.8% | −2,854−8.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 7,272 | $145.5 萬 | 0.9% | +488+7.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,984 | $146.8 萬 | 0.9% | −238−5.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,282 | $148.6 萬 | 0.9% | +13+0.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 18,828 | $148.8 萬 | 0.9% | +596+3.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 9,328 | $158.7 萬 | 0.9% | +163+1.8% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 13,627 | $160.1 萬 | 1.0% | −517−3.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V274 | S&P500 EQL UTL | 19,868 | $161.2 萬 | 1.0% | +1,289+6.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,330 | $163.6 萬 | 1.0% | +129+3.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,702 | $176.8 萬 | 1.1% | −239−6.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,507 | $180.7 萬 | 1.1% | +34+2.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,465 | $203.9 萬 | 1.2% | +126+2.4% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 77,373 | $211.5 萬 | 1.3% | +651+0.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,791 | $214.3 萬 | 1.3% | +59+1.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 28,273 | $218.0 萬 | 1.3% | +48+0.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 6,409 | $232.1 萬 | 1.4% | −44−0.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,201 | $235.7 萬 | 1.4% | +67+2.1% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 63,408 | $237.8 萬 | 1.4% | −2,245−3.4% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 24,157 | $266.1 萬 | 1.6% | +68+0.3% | 加碼 | – |
| Fidelity Covington Trust316092295 | FUN SMA MID ETF | 74,539 | $284.8 萬 | 1.7% | −213−0.3% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 38,287 | $290.2 萬 | 1.7% | −116−0.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,869 | $314.5 萬 | 1.9% | +77+0.7% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,550 | $337.6 萬 | 2.0% | −178−0.7% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 38,171 | $361.0 萬 | 2.2% | +2,759+7.8% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 43,880 | $423.1 萬 | 2.5% | +386+0.9% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 52,765 | $433.3 萬 | 2.6% | +422+0.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 196,877 | $624.3 萬 | 3.7% | −5,372−2.7% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 54,356 | $638.4 萬 | 3.8% | +1,765+3.4% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 147,176 | $729.3 萬 | 4.4% | +1,210+0.8% | 加碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 85,282 | $1,007 萬 | 6.0% | +1,905+2.3% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,704 | $1,625 萬 | 9.7% | −361−1.6% | 減碼 | – |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。