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Maltin Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Maltin Wealth Management, Inc.

报告期 2026-03-31 · CIK 0001764260

持仓数

136

前50大市值合计

$218.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

PXF INVESCO EXCH TRADED FD TR II

RAFI DVLPD MRKTS

$12.0M

171,534

5.5%

SDCI USCF ETF TR

SUMMERHAVEN K1

$11.7M

428,775

5.4%

RSSE FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$9.7M

449,501

4.4%

GMOI GMO ETF TRUST

GMO INTL VALUE

$9.5M

261,797

4.4%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$9.2M

62,922

4.2%

IAU ISHARES GOLD TR

ISHARES NEW

$8.9M

100,929

4.1%

HDV ISHARES TR

CORE HIGH DV ETF

$8.7M

63,898

4.0%

KDEC INNOVATOR ETFS TRUST

US SMALL CAP PWR

$7.8M

304,909

3.6%

BAB INVESCO EXCH TRADED FD TR II

TAXABLE MUN BD

$7.8M

290,214

3.6%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$6.0M

32,737

2.8%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$5.6M

104,413

2.6%

VIS VANGUARD WORLD FD

INDUSTRIAL ETF

$5.3M

17,083

2.4%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$5.1M

212,185

2.4%

INOV INNOVATOR ETFS TRUST

INTL DEV PWR BUF

$5.0M

144,572

2.3%

PIE INVESCO EXCH TRADED FD TR II

DORSEY WRGT EMRG

$4.7M

181,424

2.2%

BJAN INNOVATOR ETFS TRUST

US EQTY BUFR JAN

$4.5M

84,977

2.1%

BUFP PGIM ROCK ETF TR

LADDERED S&P 500

$4.3M

143,119

2.0%

YJUN FIRST TR EXCHNG TRADED FD VI

FT VEST INT JUNE

$4.3M

165,156

2.0%

FENY FIDELITY COVINGTON TRUST

MSCI ENERGY IDX

$4.3M

124,946

1.9%

FUTY FIDELITY COVINGTON TRUST

MSCI UTILS INDEX

$4.2M

71,207

1.9%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$4.0M

20,738

1.8%

FHLC FIDELITY COVINGTON TRUST

MSCI HLTH CARE I

$4.0M

56,546

1.8%

IJK ISHARES TR

S&P MC 400GR ETF

$3.8M

37,983

1.8%

FNCL FIDELITY COVINGTON TRUST

MSCI FINLS IDX

$3.7M

53,263

1.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$3.5M

12,344

1.6%

FCOM FIDELITY COVINGTON TRUST

MSCI COMMNTN SVC

$3.4M

50,120

1.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$3.4M

52,559

1.5%

RSJN FIRST TR EXCHNG TRADED FD VI

VEST U S EQUITY

$3.3M

96,988

1.5%

STIP ISHARES TR

0-5 YR TIPS ETF

$3.3M

31,734

1.5%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$3.3M

15,701

1.5%

ITOT ISHARES TR

CORE S&P TTL STK

$3.2M

22,232

1.5%

FDIS FIDELITY COVINGTON TRUST

MSCI CONSM DIS

$3.1M

33,772

1.4%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$3.1M

27,542

1.4%

RSPM INVESCO EXCHANGE TRADED FD T

S&P500 EQL MAT

$3.0M

78,123

1.4%

AAPL APPLE INC

COM

$2.9M

11,392

1.3%

SCHP SCHWAB STRATEGIC TR

US TIPS ETF

$2.8M

106,853

1.3%

BTT BLACKROCK MUN TARGET TERM TR

COM SHS BEN IN

$2.8M

124,238

1.3%

IEI ISHARES TR

3 7 YR TREAS BD

$2.7M

22,621

1.2%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.2M

3

1.0%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$2.1M

22,358

0.9%

BAPR INNOVATOR ETFS TRUST

US EQT BUFR APR

$1.8M

37,494

0.8%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$1.8M

29,525

0.8%

IYW ISHARES TR

U.S. TECH ETF

$1.7M

9,535

0.8%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.6M

12,213

0.7%

UPS UNITED PARCEL SVCS INC

CL B

$1.6M

15,764

0.7%

YEXT YEXT INC

COM

$1.5M

393,439

0.7%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$1.5M

19,779

0.7%

PSL INVESCO EXCHANGE TRADED FD T

DORSEY WRGT CSMR

$1.4M

13,205

0.7%

BJUN INNOVATOR ETFS TRUST

US EQTY BUFR JUN

$1.4M

30,417

0.6%

IEF ISHARES TR

7-10 YR TRSY BD

$1.4M

14,520

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

PXF5.5%SDCI5.4%RSSE4.4%GMOI4.4%VSS4.2%IAU4.1%