本文へ移動
「銘柄を探す」に戻る
機関投資家の保有一覧

MELFA WEALTH MANAGEMENT, INC.

持ち方
—
評価額を取得中
届出上位5銘柄の比重
—
保有
142銘柄

MELFA WEALTH MANAGEMENT, INC. は、2026年6月30日の SEC Form 13F で 142 銘柄の保有を報告しました。届出上位には Apple、FRANKLIN MUNICIPAL OPPORTUNITIES TRUST、BLACKROCK MUNIYIELD QUALITY FUND III, INC. が並び、情報技術・コミュニケーション・サービス・資本財にまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    AA
    AAPLApple
    情報技術・ 18,611 株
    —
  2. 4
    MH
    —
  3. 5
    BK
    —
  4. 7
    ME
    METAMeta Platforms
    コミュニケーション・サービス・ 4,281 株
    —
  5. 8
    NV
    NVDANVIDIA
    情報技術・ 12,828 株
    —
  6. 9
    GE
    GEGE Aerospace
    資本財・ 9,318 株
    —
  7. 10
    XO
    XOMExxon Mobil
    エネルギー・ 16,744 株
    —
残り 132 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11SPYSPDR S&P 500 ETF TRUST3,545—
12GEVGE Vernova2,548—
13MQYBLACKROCK MUNIYIELD QUALITY FUND, INC.223,331—
14CCitigroup16,434—
15MFMABERDEEN MUNICIPAL INCOME FUND431,579—
16NVGNuveen AMT-Free Municipal Credit Income Fund182,401—
17NBHNEUBERGER MUNICIPAL FUND INC.189,301—
18FITBFifth Third Bancorp31,200—
19MUCBLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.158,900—
20PCQPIMCO CALIFORNIA MUNICIPAL INCOME FUND193,424—
21EIMEaton Vance Municipal Bond Fund162,779—
22MSFTMicrosoft2,632—
23AVGOBroadcom3,680—
24NXPNuveen Select Tax-Free Income Portfolio97,604—
25EOTEaton Vance National Municipal Opportunities Trust74,197—
26MUABLACKROCK MUNIASSETS FUND, INC.115,304—
27PLTRPalantir Technologies5,644—
28PMLPIMCO MUNICIPAL INCOME FUND II161,692—
29PNIPIMCO NEW YORK MUNICIPAL INCOME FUND II169,509—
30GOOGLAlphabet3,045—
31BHKBLACKROCK CORE BOND TRUST122,729—
32CVXChevron4,832—
33KTFDWS MUNICIPAL INCOME TRUST120,569—
34MMUWESTERN ASSET MANAGED MUNICIPALS FUND INC.104,027—
35JPMJPMorgan Chase2,557—
36EVVEaton Vance Ltd Duration Income Fund99,596—
37MUMicron Technology765—
38AMZNAmazon3,218—
39MRNAModerna4,199—
40JFRNUVEEN FLOATING RATE INCOME FUND107,219—
41BGTBLACKROCK FLOATING RATE INCOME TRUST72,182—
42NCANUVEEN CALIFORNIA MUNICIPAL VALUE FUND80,949—
43GOOGAlphabet1,991—
44JPCNuveen Preferred & Income Opportunities Fund96,899—
45VLTInvesco High Income Trust II73,089—
46VKIInvesco Advantage Municipal Income Trust II83,679—
47HYTBLACKROCK CORPORATE HIGH YIELD FUND, INC.80,772—
48NHSNeuberger High Yield Strategies Fund Inc.104,287—
49MIYBLACKROCK MUNIYIELD MICHIGAN QUALITY FUND, INC.49,073—
50PMMFRANKLIN MANAGED MUNICIPAL INCOME TRUST95,679—
51MUJBLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC.46,458—
52NACNuveen California Quality Municipal Income Fund49,816—
53VBFInvesco Bond Fund35,964—
54NUWNuveen AMT-Free Municipal Value Fund37,694—
55EVFEaton Vance Senior Income Trust100,497—
56FMNFederated Hermes Premier Municipal Income Fund46,656—
57AFBALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND47,652—
58HIXWESTERN ASSET HIGH INCOME FUND II INC.126,446—
59OIAInvesco Municipal Income Opportunities Trust74,780—
60DHYCREDIT SUISSE HIGH YIELD CREDIT FUND25,363—
61MHFWESTERN ASSET MUNICIPAL HIGH INCOME FUND INC.63,214—
62NMAINuveen Multi-Asset Income Fund27,305—
63DSUBLACKROCK DEBT STRATEGIES FUND, INC.43,429—
64ABBVAbbVie1,432—
65NMZNUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND41,574—
66VMOInvesco Municipal Opportunity Trust42,828—
67DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.37,745—
68TSLATesla960—
69VVisa966—
70VVRInvesco Senior Income Trust118,682—
71GHYPGIM Global High Yield Fund, Inc.31,364—
72DHFBNY MELLON HIGH YIELD STRATEGIES FUND151,410—
73LEOBNY Mellon Strategic Municipals60,335—
74VGMInvesco Trust for Investment Grade Municipals37,360—
75SBIWESTERN ASSET INTERMEDIATE MUNI FUND INC.46,347—
76PCFHIGH INCOME SECURITIES FUND61,119—
77NMCONuveen Municipal Credit Opportunities Fund35,370—
78JLSNuveen Mortgage & Income Fund/MA/18,744—
79NMTNUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND29,475—
80IBMIBM1,325—
81CATCaterpillar330—
82SPCXSPACE EXPLORATION TECHNOLOGIES CORP1,750—
83JNJJohnson & Johnson1,068—
84FRABLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC.25,978—
85NUVNUVEEN MUNICIPAL VALUE FUND INC32,855—
86VKQInvesco Municipal Trust31,343—
87HIOWESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.78,950—
88EVGEaton Vance Short Duration Diversified Income Fund25,542—
89ESEversource Energy3,941—
90NADNuveen Quality Municipal Income Fund24,465—
91BTTBlackRock Municipal 2030 Target Term Trust11,462—
92MYNBLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC.27,570—
93CBUCommunity Financial System4,040—
94PDTJOHN HANCOCK PREMIUM DIVIDEND FUND20,687—
95PIMPUTNAM MASTER INTERMEDIATE INCOME TRUST80,925—
96RABrookfield Real Assets Income Fund Inc.20,672—
97NNYNUVEEN NEW YORK MUNICIPAL VALUE FUND29,908—
98VZVerizon Communications5,014—
99PDIPIMCO Dynamic Income Fund15,916—
100BRK-BBerkshire Hathaway447—
101ETXEaton Vance Municipal Income 2028 Term Trust12,649—
102BBNBlackRock Taxable Municipal Bond Trust15,040—
103SLViShares Silver Trust3,927—
104CEVEaton Vance California Municipal Income Trust20,679—
105EFTEaton Vance Floating-Rate Income Trust19,850—
106PMPhilip Morris International1,119—
107ORCLOracle1,421—
108NFLXNetflix3,009—
109CHYCALAMOS CONVERTIBLE & HIGH INCOME FUND17,103—
110DSMBNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.37,728—
111BITBlackRock Multi-Sector Income Trust16,887—
112ISDPGIM High Yield Bond Fund, Inc.16,084—
113NZFNuveen Municipal Credit Income Fund16,990—
114NRKNUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND18,625—
115DBLDoubleLine Opportunistic Credit Fund12,570—
116WEAWESTERN ASSET PREMIER BOND FUND17,281—
117NEANuveen AMT-Free Quality Municipal Income Fund16,259—
118IGIWestern Asset Investment Grade Opportunity Trust Inc.10,424—
119JHSJOHN HANCOCK INCOME SECURITIES TRUST15,755—
120AVKADVENT CONVERTIBLE & INCOME FUND13,802—
121GOFGUGGENHEIM STRATEGIC OPPORTUNITIES FUND17,950—
122ACPabrdn Income Credit Strategies Fund34,042—
123RMMRiverNorth Managed Duration Municipal Income Fund, Inc.11,007—
124IQIInvesco Quality Municipal Income Trust15,344—
125CHICALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND11,819—
126SABASaba Capital Income & Opportunities Fund II16,875—
127JRINuveen Real Asset Income & Growth Fund12,098—
128NDMONuveen Dynamic Municipal Opportunities Fund14,528—
129CCIFCarlyle Credit Income Fund52,974—
130HFROHIGHLAND OPPORTUNITIES & INCOME FUND18,856—
131MMTABERDEEN MULTI-MARKET INCOME FUND29,599—
132BGBBlackstone Strategic Credit 2027 Term Fund11,167—
133BTZBLACKROCK CREDIT ALLOCATION INCOME TRUST13,236—
134DTFDTF TAX-FREE INCOME 2028 TERM FUND INC10,939—
135MFICMidCap Financial Investment13,718—
136EADALLSPRING INCOME OPPORTUNITIES FUND17,923—
137EDFVirtus Stone Harbor Emerging Markets Income Fund21,557—
138EFREaton Vance Senior Floating-Rate Trust10,274—
139JQCNuveen Credit Strategies Income Fund21,803—
140CIKCREDIT SUISSE ASSET MANAGEMENT INCOME FUND, INC.42,950—
141WIAWESTERN ASSET INFLATION-LINKED INCOME FUND12,298—
142MINABERDEEN INTERMEDIATE INCOME FUND34,133—

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。