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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 73
增持 2
减持 10
清仓 65
方向
标的
Δ市值
现股数(环比)
清仓
IVV
ISHARES TR
-$68.2M
0
-100%
减持
ITOT
ISHARES TR
-$67.0M
20,086
-97%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$36.1M
0
-100%
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。
清仓
DFCF
DIMENSIONAL ETF TRUST
-$27.7M
0
-100%
清仓
LRGF
ISHARES TR
-$24.8M
0
-100%
清仓
IXUS
ISHARES TR
-$24.3M
0
-100%
清仓
IWF
ISHARES TR
-$21.4M
0
-100%
清仓
IEFA
ISHARES TR
-$19.8M
0
-100%
清仓
SMLF
ISHARES TR
-$17.2M
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$16.9M
0
-100%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$14.0M
0
-100%
清仓
ONEQ
FIDELITY COMWLTH TR
-$13.1M
0
-100%
建仓
YJUN
FIRST TR EXCHNG TRADED FD VI
+$12.7M
644,471
减持
IJH
ISHARES TR
-$10.8M
2,126
-95%
清仓
QUAL
ISHARES TR
-$10.7M
0
-100%
清仓
DFIC
DIMENSIONAL ETF TRUST
-$10.5M
0
-100%
清仓
IJJ
ISHARES TR
-$9.9M
0
-100%
清仓
IWR
ISHARES TR
-$8.8M
0
-100%
清仓
EMGF
ISHARES INC
-$6.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$6.1M
601
-96%
清仓
PWV
INVESCO EXCHANGE TRADED FD T
-$5.9M
0
-100%
清仓
IWD
ISHARES TR
-$5.2M
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$5.0M
127,539
建仓
PIE
INVESCO EXCH TRADED FD TR II
+$4.4M
235,739
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$4.3M
40,115
建仓
KJUL
INNOVATOR ETFS TR
+$4.1M
165,465
建仓
IAU
ISHARES GOLD TR
+$4.0M
113,490
清仓
AGG
ISHARES TR
-$3.9M
0
-100%
建仓
HDV
ISHARES TR
+$3.7M
37,284
清仓
IJS
ISHARES TR
-$3.6M
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$3.0M
0
-100%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$3.0M
59,018
建仓
VIS
VANGUARD WORLD FDS
+$2.9M
15,031
减持
PG
PROCTER AND GAMBLE CO
-$2.8M
1,397
-93%
建仓
BJAN
INNOVATOR ETFS TR
+$2.8M
75,909
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$2.7M
0
-100%
建仓
VOE
VANGUARD INDEX FDS
+$2.7M
20,487
建仓
FHLC
FIDELITY COVINGTON TRUST
+$2.7M
44,162
清仓
MEAR
ISHARES U S ETF TR
-$2.6M
0
-100%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$2.6M
104,320
减持
AAPL
APPLE INC
-$2.5M
5,769
-68%
建仓
YEXT
YEXT INC
+$2.5M
393,554
建仓
DBEF
DBX ETF TR
+$2.5M
71,266
建仓
FNCL
FIDELITY COVINGTON TRUST
+$2.5M
52,827
减持
MSFT
MICROSOFT CORP
-$2.3M
835
-89%
清仓
MTUM
ISHARES TR
-$2.3M
0
-100%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$2.2M
72,226
建仓
UAUG
INNOVATOR ETFS TR
+$2.1M
73,571
建仓
FCOM
FIDELITY COVINGTON TRUST
+$2.1M
52,710
建仓
FDIS
FIDELITY COVINGTON TRUST
+$2.0M
29,091
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
14,254
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
46,151
建仓
VTIP
VANGUARD MALVERN FDS
+$2.0M
42,665
建仓
UPS
UNITED PARCEL SERVICE INC
+$2.0M
12,747
建仓
FTEC
FIDELITY COVINGTON TRUST
+$2.0M
16,109
建仓
SCHO
SCHWAB STRATEGIC TR
+$2.0M
41,182
建仓
BAPR
INNOVATOR ETFS TR
+$2.0M
56,364
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$1.9M
49,997
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
建仓
FENY
FIDELITY COVINGTON TRUST
+$1.8M
71,357
减持
IJR
ISHARES TR
-$1.8M
10,520
-62%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$1.7M
45,558
清仓
IEMG
ISHARES INC
-$1.7M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
3
减持
IJT
ISHARES TR
-$1.6M
2,727
-83%
建仓
XUSP
INNOVATOR ETFS TR
+$1.6M
58,700
清仓
CTAS
CINTAS CORP
-$1.6M
0
-100%
建仓
BJUN
INNOVATOR ETFS TR
+$1.5M
46,438
建仓
BMAY
INNOVATOR ETFS TR
+$1.5M
47,216
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$1.4M
45,917
建仓
XLE
SELECT SECTOR SPDR TR
+$1.4M
15,466
清仓
HCA
HCA HEALTHCARE INC
-$1.4M
0
-100%
建仓
XOP
SPDR SER TR
+$1.4M
9,324
建仓
LDP
COHEN & STEERS LTD DURATION
+$1.3M
73,311
建仓
ISTB
ISHARES TR
+$1.2M
25,542
清仓
—
BLACK KNIGHT INC
-$1.1M
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$1.1M
5,400
清仓
CINF
CINCINNATI FINL CORP
-$1.1M
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$1.1M
0
-100%
建仓
PAUG
INNOVATOR ETFS TR
+$1.1M
35,277
建仓
IYW
ISHARES TR
+$1.1M
10,378
建仓
XLK
SELECT SECTOR SPDR TR
+$1.1M
6,578
建仓
DJUN
FIRST TR EXCHNG TRADED FD VI
+$1.1M
29,983
增持
IWN
ISHARES TR
+$1.0M
12,511
+159%
建仓
BSEP
INNOVATOR ETFS TR
+$996.1K
29,592
建仓
AMGN
AMGEN INC
+$977.9K
3,638
建仓
TJX
TJX COS INC NEW
+$968.9K
10,901
建仓
PFE
PFIZER INC
+$959.0K
28,912
清仓
SCHB
SCHWAB STRATEGIC TR
-$948.1K
0
-100%
建仓
PSA
PUBLIC STORAGE
+$944.8K
3,585
建仓
HEFA
ISHARES TR
+$919.0K
30,531
建仓
BOCT
INNOVATOR ETFS TR
+$886.3K
24,965
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$878.3K
1,923
清仓
BAC
BANK AMERICA CORP
-$837.4K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$820.0K
9,290
清仓
QQQ
INVESCO QQQ TR
-$769.7K
0
-100%
清仓
GOVT
ISHARES TR
-$740.1K
0
-100%
清仓
EFA
ISHARES TR
-$733.2K
0
-100%
建仓
IXJ
ISHARES TR
+$731.9K
8,881
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$698.9K
17,240
建仓
SCHP
SCHWAB STRATEGIC TR
+$695.5K
13,775
建仓
MS
MORGAN STANLEY
+$684.3K
8,379
建仓
UJAN
INNOVATOR ETFS TR
+$665.6K
20,437
建仓
SPDN
DIREXION SHS ETF TR
+$646.1K
43,537
清仓
REG
REGENCY CTRS CORP
-$642.2K
0
-100%
清仓
MUB
ISHARES TR
-$640.2K
0
-100%
清仓
—
EXXON MOBIL CORP
-$632.2K
0
-100%
建仓
—
PROSHARES TR
+$595.9K
54,724
清仓
CSX
CSX CORP
-$587.6K
0
-100%
清仓
WMT
WALMART INC
-$569.1K
0
-100%
清仓
NFE
NEW FORTRESS ENERGY INC
-$565.5K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$551.3K
0
-100%
建仓
BIL
SPDR SER TR
+$550.9K
6,000
减持
AMZN
AMAZON COM INC
-$546.8K
2,473
-63%
清仓
IUSG
ISHARES TR
-$523.5K
0
-100%
增持
GIS
GENERAL MLS INC
+$518.7K
11,703
+290%
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$499.4K
25,689
清仓
KO
COCA COLA CO
-$484.0K
0
-100%
清仓
ILCV
ISHARES TR
-$471.4K
0
-100%
减持
IJK
ISHARES TR
-$462.9K
20,260
-21%
清仓
SDY
SPDR SER TR
-$445.4K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$440.1K
0
-100%
建仓
PSL
INVESCO EXCHANGE TRADED FD T
+$439.7K
5,270
建仓
FIDU
FIDELITY COVINGTON TRUST
+$431.6K
7,975
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$421.9K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$402.1K
0
-100%
建仓
DHS
WISDOMTREE TR
+$401.4K
5,142
建仓
VYM
VANGUARD WHITEHALL FDS
+$398.9K
3,861
清仓
COST
COSTCO WHSL CORP NEW
-$391.0K
0
-100%
建仓
PYZ
INVESCO EXCHANGE TRADED FD T
+$388.7K
4,948
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$386.6K
0
-100%
清仓
USB
US BANCORP DEL
-$384.8K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$382.4K
9,095
建仓
IBB
ISHARES TR
+$380.5K
3,112
清仓
UNH
UNITEDHEALTH GROUP INC
-$378.8K
0
-100%
清仓
IWP
ISHARES TR
-$350.4K
0
-100%
清仓
BBCA
J P MORGAN EXCHANGE TRADED F
-$338.5K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$337.5K
0
-100%
建仓
STIP
ISHARES TR
+$328.5K
3,389
清仓
IUSV
ISHARES TR
-$327.5K
0
-100%
清仓
MCD
MCDONALDS CORP
-$326.5K
0
-100%
清仓
IDHQ
INVESCO EXCH TRADED FD TR II
-$326.0K
0
-100%
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$313.7K
12,405
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$313.2K
0
-100%
清仓
IVW
ISHARES TR
-$308.4K
0
-100%
建仓
VOX
VANGUARD WORLD FDS
+$303.9K
2,889
清仓
VTV
VANGUARD INDEX FDS
-$303.4K
0
-100%
清仓
IWM
ISHARES TR
-$296.6K
0
-100%
建仓
TIP
ISHARES TR
+$295.3K
2,847
