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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 112 项
建仓 9
增持 68
减持 25
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$6.3M
0
-100%
建仓
JUNP
PGIM ROCK ETF TR
+$4.6M
181,013
建仓
BUFP
PGIM ROCK ETF TR
+$3.6M
140,797
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
DECP
PGIM ROCK ETF TR
+$3.3M
128,166
减持
XUSP
INNOVATOR ETFS TRUST
-$2.4M
10,000
-87%
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$2.0M
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$2.0M
131,301
+131%
建仓
PAPR
INNOVATOR ETFS TRUST
+$1.9M
54,405
增持
SCHO
SCHWAB STRATEGIC TR
+$1.6M
104,722
+45%
清仓
PEP
PEPSICO INC
-$1.3M
0
-100%
建仓
OCTP
PGIM ROCK ETF TR
+$1.1M
44,828
建仓
RSJN
FIRST TR EXCHNG TRADED FD VI
+$1.1M
36,341
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$714.8K
802,522
-3%
清仓
GIS
GENERAL MLS INC
-$696.6K
0
-100%
减持
ISTB
ISHARES TR
-$660.0K
5,310
-72%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$572.6K
59,162
+26%
建仓
MMM
3M CO
+$552.2K
5,404
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$543.3K
5,524
-68%
清仓
PMAR
INNOVATOR ETFS TRUST
-$539.6K
0
-100%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$512.4K
274,769
+7%
增持
BIL
SPDR SER TR
+$488.0K
18,078
+42%
减持
BJUN
INNOVATOR ETFS TRUST
-$481.5K
31,776
-31%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$443.2K
9,445
-54%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$410.0K
47,262
+7%
清仓
SBUX
STARBUCKS CORP
-$380.1K
0
-100%
建仓
PSQ
PROSHARES TR
+$370.5K
9,148
增持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$359.9K
16,925
+137%
清仓
PNOV
INNOVATOR ETFS TRUST
-$358.8K
0
-100%
清仓
—
PROSHARES TR
-$349.1K
0
-100%
增持
IAU
ISHARES GOLD TR
+$327.4K
123,436
+2%
增持
STIP
ISHARES TR
+$327.4K
21,533
+18%
增持
KJAN
INNOVATOR ETFS TRUST
+$288.8K
28,900
+42%
减持
YEXT
YEXT INC
-$278.9K
391,439
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$273.9K
19,081
+13%
增持
DBEF
DBX ETF TR
+$242.9K
74,561
+7%
增持
HDV
ISHARES TR
+$237.2K
41,075
+7%
减持
FTEC
FIDELITY COVINGTON TRUST
+$220.2K
15,220
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$218.9K
18,610
+0%
清仓
MS
MORGAN STANLEY
-$213.0K
0
-100%
建仓
SPYG
SPDR SER TR
+$210.8K
2,630
增持
JAAA
JANUS DETROIT STR TR
+$207.3K
152,848
+2%
清仓
JNJ
JOHNSON & JOHNSON
-$204.0K
0
-100%
增持
AAPL
APPLE INC
+$195.3K
4,961
+0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$170.9K
53,619
+1%
增持
ITOT
ISHARES TR
+$163.5K
20,767
+4%
减持
IYW
ISHARES TR
+$150.1K
10,286
-1%
增持
VO
VANGUARD INDEX FDS
+$132.3K
8,066
+11%
增持
FUTY
FIDELITY COVINGTON TRUST
+$123.4K
38,681
+4%
减持
SPDN
DIREXION SHS ETF TR
-$114.3K
52,143
-13%
增持
SCHP
SCHWAB STRATEGIC TR
+$106.1K
32,250
+7%
增持
KJUL
INNOVATOR ETFS TRUST
+$105.3K
189,704
+4%
增持
VIS
VANGUARD WORLD FD
-$104.5K
15,558
+1%
增持
IJK
ISHARES TR
+$104.2K
25,389
+9%
增持
GOOGL
ALPHABET INC
+$102.8K
3,277
+0%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$101.3K
116,574
+3%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$97.1K
30,493
+4%
减持
BJAN
INNOVATOR ETFS TRUST
+$95.6K
84,845
-1%
减持
BSEP
INNOVATOR ETFS TRUST
-$85.3K
26,482
-11%
增持
XME
SPDR SER TR
+$78.5K
15,305
+11%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$78.5K
37,227
+13%
减持
BX
BLACKSTONE INC
-$64.9K
1,976
-16%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$62.0K
57,013
+9%
减持
XLK
SELECT SECTOR SPDR TR
+$58.1K
5,962
-4%
减持
IJH
ISHARES TR
-$57.1K
10,590
-5%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$55.9K
20,220
+23%
增持
IWN
ISHARES TR
-$54.4K
13,071
+1%
增持
HEFA
ISHARES TR
+$50.8K
35,972
+2%
减持
IJR
ISHARES TR
-$49.1K
11,275
-0%
增持
DIS
DISNEY WALT CO
-$49.0K
2,267
+1%
增持
GOOG
ALPHABET INC
+$47.3K
1,509
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$43.1K
3,202
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$41.6K
6,257
+13%
增持
VOE
VANGUARD INDEX FDS
+$39.8K
24,948
+5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$39.7K
1,938
+0%
增持
FHLC
FIDELITY COVINGTON TRUST
-$38.7K
47,721
+1%
增持
FENY
FIDELITY COVINGTON TRUST
+$38.7K
80,687
+5%
增持
XLE
SELECT SECTOR SPDR TR
-$36.0K
15,564
+1%
增持
AMZN
AMAZON COM INC
+$35.3K
2,521
+1%
减持
PML
PIMCO MUN INCOME FD II
-$34.8K
28,128
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$34.4K
930
+1%
增持
VPU
VANGUARD WORLD FD
+$31.9K
3,967
+2%
减持
ABBV
ABBVIE INC
-$30.6K
1,517
-5%
增持
KOCT
INNOVATOR ETFS TRUST
+$29.4K
25,134
+4%
增持
XOP
SPDR SER TR
-$24.3K
9,388
+5%
增持
FDIS
FIDELITY COVINGTON TRUST
+$19.4K
30,587
+3%
增持
FIDU
FIDELITY COVINGTON TRUST
-$16.0K
6,883
+0%
增持
BAC
BANK AMERICA CORP
+$14.9K
7,263
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$13.2K
588
+0%
减持
MSFT
MICROSOFT CORP
+$12.5K
781
-2%
减持
PAUG
INNOVATOR ETFS TRUST
-$12.1K
36,220
-4%
减持
IBB
ISHARES TR
-$10.9K
3,040
-3%
增持
IVV
ISHARES TR
+$10.7K
463
+0%
增持
—
KRANESHARES TRUST
+$9.6K
23,062
+17%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$8.7K
18,712
+1%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
-$8.6K
5,250
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$8.4K
3,752
+0%
增持
MDYG
SPDR SER TR
-$8.4K
2,773
+0%
增持
DHS
WISDOMTREE TR
-$5.9K
5,208
+1%
增持
IJT
ISHARES TR
+$5.9K
3,262
+3%
减持
VOX
VANGUARD WORLD FD
+$5.6K
2,680
-4%
增持
VYM
VANGUARD WHITEHALL FDS
-$5.5K
3,362
+1%
减持
VTIP
VANGUARD MALVERN FDS
+$5.3K
23,095
-1%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$4.4K
5,653
+1%
增持
XLV
SELECT SECTOR SPDR TR
-$3.0K
1,966
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
-$2.6K
53,984
+2%
增持
EQL
ALPS ETF TR
+$2.2K
6,749
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$2.2K
26,666
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$2.0K
3,012
+1%
增持
IYC
ISHARES TR
-$2.0K
3,246
+0%
增持
IWM
ISHARES TR
-$1.2K
1,084
+3%
减持
BMAY
INNOVATOR ETFS TRUST
-$385
14,820
-6%
增持
IXJ
ISHARES TR
-$149
9,149
+0%
