小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 112 项
建仓 14
增持 41
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$3.8M
185,347
+157%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$3.7M
28,640
-78%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$2.4M
712,811
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。
+11%
增持
JAAA
JANUS DETROIT STR TR
+$1.6M
91,577
+55%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.5M
70,771
+72%
建仓
PEP
PEPSICO INC
+$1.2M
7,216
增持
STIP
ISHARES TR
+$970.0K
13,170
+289%
清仓
TJX
TJX COS INC NEW
-$968.9K
0
-100%
清仓
PFE
PFIZER INC
-$959.0K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
-$934.6K
22,797
-47%
减持
BMAY
INNOVATOR ETFS TR
-$922.7K
16,081
-66%
增持
UPS
UNITED PARCEL SERVICE INC
+$916.6K
18,466
+45%
清仓
DUK
DUKE ENERGY CORP NEW
-$820.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$589.4K
1,319
-74%
增持
IAU
ISHARES GOLD TR
+$547.2K
115,762
+2%
建仓
VPU
VANGUARD WORLD FDS
+$523.1K
3,816
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$500.8K
41,389
+3%
增持
SCHP
SCHWAB STRATEGIC TR
+$465.5K
22,241
+61%
增持
BIL
SPDR SER TR
+$405.4K
10,464
+74%
减持
—
PROSHARES TR
-$390.4K
21,679
-60%
清仓
MO
ALTRIA GROUP INC
-$382.4K
0
-100%
建仓
KOCT
INNOVATOR ETFS TR
+$366.0K
13,299
增持
KJUL
INNOVATOR ETFS TR
+$362.5K
166,250
+0%
减持
VIS
VANGUARD WORLD FDS
+$355.6K
14,909
-1%
增持
XUSP
INNOVATOR ETFS TR
+$316.4K
61,412
+5%
减持
FUTY
FIDELITY COVINGTON TRUST
-$315.5K
34,559
-24%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$301.9K
22,876
+84%
增持
VOE
VANGUARD INDEX FDS
+$298.8K
20,563
+0%
减持
ISTB
ISHARES TR
-$285.7K
18,901
-26%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$284.5K
236,538
+0%
增持
VO
VANGUARD INDEX FDS
+$280.0K
6,038
+12%
减持
FNCL
FIDELITY COVINGTON TRUST
+$260.3K
50,792
-4%
建仓
PML
PIMCO MUN INCOME FD II
+$249.0K
30,000
减持
FDIS
FIDELITY COVINGTON TRUST
+$241.9K
28,809
-1%
建仓
BAC
BANK AMERICA CORP
+$241.8K
7,182
减持
IWN
ISHARES TR
+$240.7K
12,467
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$238.6K
14,310
+0%
增持
FHLC
FIDELITY COVINGTON TRUST
+$238.0K
45,035
+2%
增持
SPDN
DIREXION SHS ETF TR
+$235.1K
66,302
+52%
建仓
—
KRANESHARES TR
+$235.1K
14,448
减持
XOP
SPDR SER TR
-$223.9K
8,438
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$223.9K
46,798
+1%
建仓
PH
PARKER-HANNIFIN CORP
+$218.0K
473
建仓
—
LINDE PLC
+$217.1K
529
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$212.4K
564
建仓
VZ
VERIZON COMMUNICATIONS INC
+$212.0K
5,623
建仓
IWM
ISHARES TR
+$207.6K
1,035
建仓
GLD
SPDR GOLD TR
+$207.6K
1,086
减持
FTEC
FIDELITY COVINGTON TRUST
+$206.8K
15,226
-5%
清仓
PG
PROCTER AND GAMBLE CO
-$203.8K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$203.7K
4,956
清仓
EOG
EOG RES INC
-$200.2K
0
-100%
增持
IYW
ISHARES TR
+$185.9K
10,385
+0%
减持
ITOT
ISHARES TR
+$175.3K
19,644
-2%
减持
FCOM
FIDELITY COVINGTON TRUST
+$175.3K
50,924
-3%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$168.5K
47,352
+3%
增持
XME
SPDR SER TR
+$158.1K
6,994
+41%
减持
FENY
FIDELITY COVINGTON TRUST
-$156.6K
70,353
-1%
增持
IJK
ISHARES TR
+$152.1K
20,394
+1%
减持
DBEF
DBX ETF TR
+$141.2K
71,074
-0%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$135.3K
49,329
-1%
减持
BAPR
INNOVATOR ETFS TR
+$133.9K
55,083
-2%
减持
IJR
ISHARES TR
+$132.6K
10,393
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$126.8K
15,162
-2%
减持
PSA
PUBLIC STORAGE
+$124.3K
3,505
-2%
增持
LDP
COHEN & STEERS LTD DURATION
+$121.8K
74,508
+2%
增持
DBC
INVESCO DB COMMDY INDX TRCK
-$120.0K
112,694
+8%
减持
AAPL
APPLE INC
+$117.5K
5,740
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$113.7K
6,193
-6%
减持
GIS
GENERAL MLS INC
-$102.5K
9,922
-15%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$100.5K
1,929
+0%
减持
HDV
ISHARES TR
+$98.3K
37,115
-0%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$89.6K
25,516
-15%
减持
UAUG
INNOVATOR ETFS TR
+$88.8K
71,483
-3%
建仓
HAPN
LENDINGCLUB CORP
+$87.4K
10,000
增持
AMGN
AMGEN INC
+$77.2K
3,663
+1%
增持
VUG
VANGUARD INDEX FDS
+$73.1K
1,877
+0%
减持
PAUG
INNOVATOR ETFS TR
+$65.2K
34,779
-1%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$65.0K
26,082
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$60.9K
3,028
-22%
增持
IJT
ISHARES TR
+$60.3K
2,872
+5%
增持
GS
GOLDMAN SACHS GROUP INC
+$59.1K
918
+1%
增持
IXJ
ISHARES TR
+$59.0K
9,120
+3%
增持
BX
BLACKSTONE INC
+$56.5K
2,351
+0%
减持
AMZN
AMAZON COM INC
+$54.4K
2,427
-2%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$50.1K
5,354
+2%
增持
HEFA
ISHARES TR
+$45.6K
30,612
+0%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$44.8K
16,846
-2%
增持
IBB
ISHARES TR
+$43.0K
3,118
+0%
减持
BOCT
INNOVATOR ETFS TR
+$42.8K
24,151
-3%
减持
MSFT
MICROSOFT CORP
+$42.5K
814
-3%
减持
VTI
VANGUARD INDEX FDS
+$42.5K
1,729
-0%
增持
VFH
VANGUARD WORLD FDS
+$42.0K
3,248
+1%
减持
IJH
ISHARES TR
+$35.8K
2,042
-4%
减持
JPM
JPMORGAN CHASE & CO
+$31.0K
3,700
-10%
增持
DHS
WISDOMTREE TR
+$26.1K
5,201
+1%
减持
TIP
ISHARES TR
-$25.3K
2,512
-12%
减持
UJAN
INNOVATOR ETFS TR
+$25.2K
20,063
-2%
减持
VOX
VANGUARD WORLD FDS
+$22.6K
2,773
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$21.1K
585
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$20.1K
2,978
-13%
清仓
—
BUZZFEED INC
-$18.8K
0
-100%
减持
GOOGL
ALPHABET INC
+$17.9K
3,474
-3%
减持
XLV
SELECT SECTOR SPDR TR
-$17.3K
1,870
-12%
减持
PYZ
INVESCO EXCHANGE TRADED FD T
+$16.8K
4,740
-4%
减持
SBUX
STARBUCKS CORP
+$12.5K
4,184
-2%
减持
FIDU
FIDELITY COVINGTON TRUST
-$11.5K
6,862
-14%
增持
ABBV
ABBVIE INC
+$10.6K
1,591
+1%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$8.7K
18,436
+2%
减持
MS
MORGAN STANLEY
+$8.1K
7,425
-11%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4K
797
-0%
减持
IYC
ISHARES TR
-$4.0K
3,239
-13%