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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 110 项
建仓 10
增持 74
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$3.1M
823,916
+16%
增持
JAAA
JANUS DETROIT STR TR
+$3.0M
149,184
+63%
清仓
UAUG
INNOVATOR ETFS TR
-$2.2M
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
LDP
COHEN & STEERS LTD DURATION
-$1.4M
0
-100%
清仓
AMGN
AMGEN INC
-$1.1M
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$896.2K
56,940
+149%
增持
XUSP
INNOVATOR ETFS TRUST
+$838.6K
77,461
+26%
建仓
EQL
ALPS ETF TR
+$793.5K
6,725
增持
VOE
VANGUARD INDEX FDS
+$731.3K
23,816
+16%
建仓
KJAN
INNOVATOR ETFS TRUST
+$720.1K
20,359
增持
PIE
INVESCO EXCH TRADED FD TR II
+$696.0K
257,005
+9%
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$694.8K
32,989
增持
KJUL
INNOVATOR ETFS TRUST
+$635.6K
182,981
+10%
增持
BJAN
INNOVATOR ETFS TRUST
+$629.4K
85,686
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$602.5K
16,890
+18%
增持
IAU
ISHARES GOLD TR
+$577.0K
121,284
+5%
建仓
PMAR
INNOVATOR ETFS TRUST
+$539.6K
14,659
增持
IJK
ISHARES TR
+$517.3K
23,374
+15%
增持
STIP
ISHARES TR
+$516.5K
18,253
+39%
减持
MS
MORGAN STANLEY
-$479.3K
2,262
-70%
增持
VIS
VANGUARD WORLD FD
+$477.6K
15,417
+3%
增持
HDV
ISHARES TR
+$442.3K
38,360
+3%
增持
VO
VANGUARD INDEX FDS
+$415.8K
7,286
+21%
增持
XME
SPDR SER TR
+$411.1K
13,761
+97%
增持
FNCL
FIDELITY COVINGTON TRUST
+$410.5K
52,701
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$410.2K
30,123
+35%
清仓
VTI
VANGUARD INDEX FDS
-$410.2K
0
-100%
增持
FHLC
FIDELITY COVINGTON TRUST
+$399.1K
47,477
+5%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$381.8K
44,016
+6%
增持
FENY
FIDELITY COVINGTON TRUST
+$364.8K
76,758
+9%
增持
FCOM
FIDELITY COVINGTON TRUST
+$361.2K
53,060
+4%
建仓
PNOV
INNOVATOR ETFS TRUST
+$358.8K
10,093
增持
KOCT
INNOVATOR ETFS TRUST
+$323.1K
24,209
+82%
减持
GJUL
FIRST TR EXCHNG TRADED FD VI
+$321.2K
185,059
-0%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$311.7K
52,420
+11%
建仓
DIS
DISNEY WALT CO
+$274.1K
2,240
清仓
TIP
ISHARES TR
-$270.0K
0
-100%
增持
HEFA
ISHARES TR
+$263.6K
35,211
+15%
减持
AAPL
APPLE INC
-$255.6K
4,955
-14%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$249.4K
7,146
建仓
IVV
ISHARES TR
+$242.6K
462
建仓
MDYG
SPDR SER TR
+$241.5K
2,766
增持
ITOT
ISHARES TR
+$236.1K
19,976
+2%
增持
XOP
SPDR SER TR
+$234.8K
8,971
+6%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$228.2K
16,454
减持
DBEF
DBX ETF TR
+$218.6K
69,556
-2%
增持
BIL
SPDR SER TR
+$214.9K
12,758
+22%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$212.0K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$203.2K
15,338
+1%
增持
FDIS
FIDELITY COVINGTON TRUST
+$184.3K
29,806
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$183.5K
15,409
+2%
增持
PAUG
INNOVATOR ETFS TRUST
+$174.0K
37,720
+8%
增持
FUTY
FIDELITY COVINGTON TRUST
+$165.0K
37,177
+8%
减持
SPDN
DIREXION SHS ETF TR
-$153.1K
59,823
-10%
增持
—
PROSHARES TR
+$143.5K
39,847
+84%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$140.0K
20,722
-19%
增持
UPS
UNITED PARCEL SERVICE INC
-$137.7K
18,608
+1%
增持
IJR
ISHARES TR
+$126.6K
11,325
+9%
减持
IYW
ISHARES TR
+$123.2K
10,351
-0%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$122.9K
113,482
+1%
增持
JPM
JPMORGAN CHASE & CO
+$121.2K
3,747
+1%
增持
IJH
ISHARES TR
+$110.8K
11,144
+446%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$109.6K
46,865
+0%
增持
IWN
ISHARES TR
+$108.6K
12,878
+3%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$107.6K
29,368
+3%
减持
PSA
PUBLIC STORAGE
-$104.9K
3,324
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$98.7K
6,197
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$97.8K
1,935
+0%
增持
AMZN
AMAZON COM INC
+$83.1K
2,505
+3%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$66.9K
17,240
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$66.3K
3,341
+10%
减持
BJUN
INNOVATOR ETFS TRUST
+$65.6K
45,834
-1%
增持
VUG
VANGUARD INDEX FDS
+$63.2K
1,879
+0%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$62.1K
5,034
+6%
增持
PEP
PEPSICO INC
+$55.3K
7,319
+1%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$55.3K
5,582
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$54.6K
72,257
+2%
增持
IJT
ISHARES TR
+$53.7K
3,160
+10%
增持
—
KRANESHARES TRUST
+$52.4K
19,757
+37%
增持
GIS
GENERAL MLS INC
+$50.3K
9,956
+0%
增持
FIDU
FIDELITY COVINGTON TRUST
+$45.8K
6,872
+0%
增持
ABBV
ABBVIE INC
+$44.4K
1,597
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$43.3K
26,446
+1%
增持
VOX
VANGUARD WORLD FD
+$38.3K
2,780
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$34.5K
1,959
+5%
增持
VFH
VANGUARD WORLD FD
+$34.2K
3,261
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$33.1K
23,297
+2%
增持
BAC
BANK AMERICA CORP
+$32.1K
7,223
+1%
增持
VPU
VANGUARD WORLD FD
+$31.8K
3,892
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$31.8K
924
+1%
减持
MSFT
MICROSOFT CORP
+$30.5K
800
-2%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$30.4K
46,031
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$28.9K
586
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$28.5K
5,560
+12%
减持
BAPR
INNOVATOR ETFS TRUST
-$26.9K
51,899
-6%
增持
PML
PIMCO MUN INCOME FD II
+$25.7K
32,320
+8%
减持
SBUX
STARBUCKS CORP
-$21.6K
4,159
-1%
增持
IYC
ISHARES TR
+$20.4K
3,243
+0%
减持
DHS
WISDOMTREE TR
+$19.0K
5,152
-1%
减持
BMAY
INNOVATOR ETFS TRUST
+$18.6K
15,820
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$14.2K
2,995
+1%
增持
IWM
ISHARES TR
+$13.4K
1,051
+2%
增持
ISTB
ISHARES TR
+$12.6K
19,215
+2%
清仓
—
CHARGE ENTERPRISES INC
-$10.5K
0
-100%
减持
GOOGL
ALPHABET INC
+$8.9K
3,274
-6%
增持
IBB
ISHARES TR
+$4.6K
3,120
+0%
减持
JNJ
JOHNSON & JOHNSON
-$2.8K
1,290
-2%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.7K
4,269
-11%
减持
GOOG
ALPHABET INC
+$1.9K
1,507
-7%
增持
BX
BLACKSTONE INC
+$1.7K
2,356
+0%
