Mfa Wealth Advisors, LLC 13F 持仓 · 2026年Q3
Mfa Wealth Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 93 只证券,申报市值合计 5.89 亿美元。前几大持仓:IGIB(8.75%)、VOO(8.39%)、FNDF(7.82%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IGIB | ISHARES TR | $51.5M | 8.75% | 1.0M | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $49.4M | 8.39% | 70,448 | 减持 |
| 3 | FNDF | SCHWAB STRATEGIC TR | $46.1M | 7.82% | 856,749 | 减持 |
| 4 | SPIB | SPDR SERIES TRUST | $45.9M | 7.80% | 1.4M | 增持 |
| 5 | FLRN | SPDR SERIES TRUST | $29.0M | 4.93% | 940,604 | 增持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $24.3M | 4.12% | 808,937 | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $19.0M | 3.22% | 201,564 | 增持 |
| 8 | PAVE | GLOBAL X FDS | $17.3M | 2.94% | 330,229 | 增持 |
| 9 | AVLV | AMERICAN CENTY ETF TR | $17.2M | 2.93% | 190,429 | 增持 |
| 10 | IXC | ISHARES TR | $17.2M | 2.92% | 301,973 | 减持 |
| 11 | FENI | FIDELITY COVINGTON TRUST | $16.2M | 2.76% | 406,794 | 减持 |
| 12 | AVUV | AMERICAN CENTY ETF TR | $15.5M | 2.63% | 131,467 | 减持 |
| 13 | XBI | SPDR SERIES TRUST | $14.1M | 2.40% | 89,691 | 减持 |
| 14 | SMH | VANECK ETF TRUST | $14.0M | 2.38% | 23,006 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $11.4M | 1.93% | 49,829 | 增持 |
| 16 | COPX | GLOBAL X FDS | $11.1M | 1.88% | 130,681 | 增持 |
| 17 | AAPL | APPLE INC | $10.6M | 1.81% | 31,956 | 减持 |
| 18 | AXP | AMERICAN EXPRESS CO | $10.6M | 1.80% | 34,872 | 减持 |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $10.0M | 1.69% | 127,319 | 增持 |
| 20 | FLMI | FRANKLIN TEMPLETON ETF TR | $9.9M | 1.67% | 422,473 | 减持 |
| 21 | IWS | ISHARES TR | $9.4M | 1.60% | 58,612 | 增持 |
| 22 | PANW | PALO ALTO NETWORKS INC | $8.2M | 1.39% | 20,632 | 减持 |
| 23 | GS | GOLDMAN SACHS GROUP INC | $8.0M | 1.36% | 8,877 | 减持 |
| 24 | META | META PLATFORMS INC | $8.0M | 1.36% | 11,034 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $7.6M | 1.30% | 14,905 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR