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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
$218.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 100 项
建仓 11
增持 51
减持 28
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$5.3M
0
-100%
建仓
PFEB
INNOVATOR ETFS TR
+$4.4M
150,932
减持
BOCT
INNOVATOR ETFS TR
-$4.2M
24,975
-84%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$2.8M
79,240
清仓
FBND
FIDELITY MERRIMACK STR TR
-$1.9M
0
-100%
建仓
ISTB
ISHARES TR
+$1.4M
28,916
减持
—
ISHARES TR
-$1.2M
42,997
-54%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
55,055
+106%
清仓
—
ISHARES TR
-$853.2K
0
-100%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$830.4K
609,785
-0%
建仓
DUK
DUKE ENERGY CORP NEW
+$791.1K
8,200
清仓
ICSH
ISHARES TR
-$646.6K
0
-100%
减持
HDV
ISHARES TR
-$431.3K
37,358
-8%
清仓
VTEB
VANGUARD MUN BD FDS
-$410.9K
0
-100%
建仓
—
INNOVATOR ETFS TR
+$405.0K
14,077
清仓
—
ISHARES TR
-$394.2K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$377.0K
16,436
+4%
增持
HD
HOME DEPOT INC
+$368.7K
3,582
+64%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$358.8K
13,348
增持
IAU
ISHARES GOLD TR
+$349.6K
110,365
+1%
减持
FENY
FIDELITY COVINGTON TRUST
-$332.8K
67,110
-13%
清仓
LOW
LOWES COS INC
-$332.0K
0
-100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$301.9K
39,083
+1%
减持
PFE
PFIZER INC
-$299.7K
27,953
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$280.7K
45,117
+8%
增持
ITOT
ISHARES TR
+$259.2K
20,683
+9%
建仓
MSFT
MICROSOFT CORP
+$240.2K
833
清仓
RWM
PROSHARES TR
-$238.4K
0
-100%
清仓
LLY
LILLY ELI & CO
-$231.6K
0
-100%
减持
SBUX
STARBUCKS CORP
-$228.2K
4,218
-37%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$226.1K
230,264
+1%
清仓
—
ISHARES TR
-$222.4K
0
-100%
建仓
DIS
DISNEY WALT CO
+$212.7K
2,124
减持
XLE
SELECT SECTOR SPDR TR
-$210.4K
14,141
-10%
增持
XLK
SELECT SECTOR SPDR TR
+$209.5K
5,392
+11%
建仓
BX
BLACKSTONE INC
+$204.9K
2,333
减持
FNCL
FIDELITY COVINGTON TRUST
-$204.9K
47,964
-3%
增持
AAPL
APPLE INC
+$203.2K
5,771
+0%
增持
VIS
VANGUARD WORLD FDS
+$196.6K
14,543
+3%
增持
DBEF
DBX ETF TR
+$193.8K
64,948
+0%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$177.1K
106,984
-1%
减持
IYW
ISHARES TR
+$172.8K
10,422
-2%
减持
FCOM
FIDELITY COVINGTON TRUST
+$160.5K
48,662
-7%
减持
FDIS
FIDELITY COVINGTON TRUST
+$156.8K
28,751
-6%
增持
KJUL
INNOVATOR ETFS TR
+$151.8K
150,855
+2%
增持
UJAN
INNOVATOR ETFS TR
+$135.6K
20,745
+21%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$126.3K
8,749
+7%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$125.0K
104,141
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$106.2K
44,018
+3%
增持
IJK
ISHARES TR
+$105.4K
20,122
+3%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$95.5K
101,627
-0%
增持
JNJ
JOHNSON & JOHNSON
-$87.8K
5,111
+3%
增持
PSA
PUBLIC STORAGE
+$83.8K
3,597
+1%
增持
HEFA
ISHARES TR
+$82.1K
28,719
+1%
增持
LDP
COHEN & STEERS LTD DURATION
-$74.7K
90,994
+2%
减持
UPS
UNITED PARCEL SERVICE INC
+$69.0K
3,670
-1%
减持
VUG
VANGUARD INDEX FDS
+$65.0K
1,886
-1%
增持
XOP
SPDR SER TR
-$64.3K
8,542
+1%
增持
GOOGL
ALPHABET INC
+$58.2K
3,526
+1%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$57.7K
3,633
+14%
增持
—
PROSHARES TR
-$56.1K
50,020
+11%
增持
VO
VANGUARD INDEX FDS
+$54.4K
4,886
+2%
增持
FIDU
FIDELITY COVINGTON TRUST
+$51.4K
6,079
+14%
减持
SPDN
DIREXION SHS ETF TR
-$49.7K
44,762
-1%
增持
FHLC
FIDELITY COVINGTON TRUST
-$49.6K
42,000
+2%
减持
EOG
EOG RES INC
-$46.3K
2,072
-5%
增持
VOE
VANGUARD INDEX FDS
+$41.1K
20,509
+2%
减持
QCOM
QUALCOMM INC
+$38.8K
2,736
-3%
增持
FUTY
FIDELITY COVINGTON TRUST
+$36.8K
42,859
+6%
减持
BMAY
INNOVATOR ETFS TR
+$35.1K
46,108
-2%
减持
AMZN
AMAZON COM INC
-$35.0K
2,541
-28%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$32.3K
1,915
+0%
增持
IJH
ISHARES TR
+$29.3K
2,040
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$28.6K
14,298
-1%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$27.0K
5,143
+2%
减持
IXJ
ISHARES TR
-$26.7K
8,621
-2%
增持
MS
MORGAN STANLEY
+$24.3K
7,700
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$24.2K
6,328
+4%
增持
GIS
GENERAL MLS INC
+$23.2K
11,744
+0%
增持
IJR
ISHARES TR
+$23.1K
10,399
+0%
减持
VFH
VANGUARD WORLD FDS
-$20.7K
3,214
-2%
增持
BAC
BANK AMERICA CORP
-$19.9K
7,031
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$17.8K
624
+0%
增持
DHS
WISDOMTREE TR
-$16.7K
5,567
+1%
增持
IJT
ISHARES TR
+$15.2K
2,864
+3%
增持
JPM
JPMORGAN CHASE & CO
-$14.9K
4,841
+1%
减持
VOX
VANGUARD WORLD FDS
+$13.4K
2,864
-11%
增持
GS
GOLDMAN SACHS GROUP INC
-$12.3K
898
+1%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$11.8K
26,083
+1%
增持
TJX
TJX COS INC NEW
-$11.7K
12,237
+0%
减持
PEP
PEPSICO INC
+$10.7K
10,593
-0%
建仓
—
NEKTAR THERAPEUTICS
+$9.1K
13,000
增持
VYM
VANGUARD WHITEHALL FDS
-$8.1K
3,814
+1%
减持
TIP
ISHARES TR
+$7.8K
2,682
-1%
增持
—
CHARGE ENTERPRISES INC
+$6.9K
92,218
+21%
建仓
—
FAZE HOLDINGS INC
+$6.6K
14,301
增持
IBB
ISHARES TR
-$6.4K
3,112
+0%
增持
ABBV
ABBVIE INC
-$3.4K
3,024
+1%
增持
PG
PROCTER AND GAMBLE CO
-$2.5K
1,394
+1%
增持
IWN
ISHARES TR
-$1.6K
12,830
+1%