MFA Wealth Services 13F 持仓 · 2026年Q2
MFA Wealth Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 1.67 亿美元。前几大持仓：IVV（9.71%）、QGRO（6.01%）、IQLT（4.36%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.3M | 9.71% | 21,704 | 减持 |
| 2 | QGRO | AMERICAN CENTY ETF TR | $10.1M | 6.01% | 85,282 | 增持 |
| 3 | IQLT | ISHARES TR | $7.3M | 4.36% | 147,176 | 增持 |
| 4 | IEI | ISHARES TR | $6.4M | 3.81% | 54,356 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $6.2M | 3.73% | 196,877 | 减持 |
| 6 | SHY | ISHARES TR | $4.3M | 2.59% | 52,765 | 增持 |
| 7 | VNQ | VANGUARD INDEX FDS | $4.2M | 2.53% | 43,880 | 增持 |
| 8 | IEF | ISHARES TR | $3.6M | 2.16% | 38,171 | 增持 |
| 9 | IVW | ISHARES TR | $3.4M | 2.02% | 24,550 | 减持 |
| 10 | AAPL | APPLE INC | $3.1M | 1.88% | 10,869 | 增持 |
| 11 | DGRO | ISHARES TR | $2.9M | 1.73% | 38,287 | 减持 |
| 12 | FFSM | FIDELITY COVINGTON TRUST | $2.8M | 1.70% | 74,539 | 减持 |
| 13 | IUSV | ISHARES TR | $2.7M | 1.59% | 24,157 | 增持 |
| 14 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $2.4M | 1.42% | 63,408 | 减持 |
| 15 | QQQ | INVESCO QQQ TR | $2.4M | 1.41% | 3,201 | 增持 |
| 16 | AMGN | AMGEN INC | $2.3M | 1.39% | 6,409 | 减持 |
| 17 | IJH | ISHARES TR | $2.2M | 1.30% | 28,273 | 增持 |
| 18 | VTI | VANGUARD INDEX FDS | $2.1M | 1.28% | 5,791 | 增持 |
| 19 | CGMS | CAPITAL GRP FIXED INCM ETF T | $2.1M | 1.26% | 77,373 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $2.0M | 1.22% | 5,465 | 增持 |
| 21 | LLY | ELI LILLY & CO | $1.8M | 1.08% | 1,507 | 增持 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.8M | 1.06% | 3,702 | 减持 |
| 23 | AVGO | BROADCOM INC | $1.6M | 0.98% | 4,330 | 增持 |
| 24 | CSCO | CISCO SYS INC | $1.6M | 0.96% | 13,627 | 减持 |
| 25 | RSPU | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.96% | 19,868 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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