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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 113 项
建仓 10
增持 76
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
RSJN
FIRST TR EXCHNG TRADED FD VI
+$3.0M
127,651
+251%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$1.9M
193,553
+47%
建仓
JBBB
JANUS DETROIT STR TR
+$1.4M
27,782
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
OCTP
PGIM ROCK ETF TR
-$1.1M
0
-100%
增持
IAU
ISHARES GOLD TR
+$835.5K
125,917
+2%
减持
PAUG
INNOVATOR ETFS TRUST
-$805.8K
13,645
-62%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$753.0K
799,654
-0%
增持
VOE
VANGUARD INDEX FDS
+$731.9K
26,748
+7%
清仓
KOCT
INNOVATOR ETFS TRUST
-$718.5K
0
-100%
增持
HDV
ISHARES TR
+$675.0K
43,699
+6%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$658.0K
66,196
+78%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$610.5K
49,739
+87%
建仓
IEFA
ISHARES TR
+$551.9K
7,071
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$499.4K
48,049
+2%
建仓
KAPR
INNOVATOR ETFS TRUST
+$493.4K
15,199
增持
VIS
VANGUARD WORLD FD
+$482.6K
15,927
+2%
增持
BIL
SPDR SER TR
+$471.6K
23,208
+28%
增持
FUTY
FIDELITY COVINGTON TRUST
+$437.0K
41,247
+7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$412.4K
19,798
+4%
增持
FNCL
FIDELITY COVINGTON TRUST
+$390.2K
55,093
+2%
增持
VO
VANGUARD INDEX FDS
+$343.5K
8,703
+8%
增持
IWN
ISHARES TR
+$328.0K
13,900
+6%
减持
BAPR
INNOVATOR ETFS TRUST
-$322.7K
42,208
-19%
增持
FHLC
FIDELITY COVINGTON TRUST
+$298.4K
49,067
+3%
增持
IJK
ISHARES TR
+$297.7K
27,572
+9%
增持
KJUL
INNOVATOR ETFS TRUST
+$295.5K
190,144
+0%
增持
FDIS
FIDELITY COVINGTON TRUST
+$289.0K
31,285
+2%
建仓
IAPR
INNOVATOR ETFS TRUST
+$286.1K
10,069
增持
PIE
INVESCO EXCH TRADED FD TR II
+$283.9K
298,237
+9%
增持
SCHP
SCHWAB STRATEGIC TR
+$281.9K
36,533
+13%
清仓
ISTB
ISHARES TR
-$251.5K
0
-100%
增持
PSA
PUBLIC STORAGE OPER CO
+$250.5K
3,220
+1%
建仓
GDX
VANECK ETF TRUST
+$246.5K
6,190
清仓
PML
PIMCO MUN INCOME FD II
-$239.9K
0
-100%
增持
DBEF
DBX ETF TR
+$239.3K
79,227
+6%
建仓
LMT
LOCKHEED MARTIN CORP
+$233.8K
400
建仓
—
PIMCO NEW YORK MUN INCOME FD
+$229.1K
36,370
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$226.0K
58,665
+3%
建仓
JNJ
JOHNSON & JOHNSON
+$211.5K
1,305
减持
XOP
SPDR SER TR
-$207.6K
8,805
-6%
建仓
PG
PROCTER AND GAMBLE CO
+$207.5K
1,198
增持
VEA
VANGUARD TAX-MANAGED FDS
+$204.1K
59,230
+0%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$203.3K
1,026
增持
BUFP
PGIM ROCK ETF TR
+$193.9K
143,220
+2%
增持
FCOM
FIDELITY COVINGTON TRUST
+$192.6K
54,343
+1%
增持
MMM
3M CO
+$190.0K
5,429
+0%
增持
JAAA
JANUS DETROIT STR TR
+$181.0K
156,405
+2%
增持
IJT
ISHARES TR
+$151.3K
4,089
+25%
增持
STIP
ISHARES TR
+$143.0K
22,555
+5%
增持
VPU
VANGUARD WORLD FD
+$141.9K
4,187
+6%
增持
IJR
ISHARES TR
+$138.1K
11,463
+2%
减持
JUNP
PGIM ROCK ETF TR
+$136.0K
179,581
-1%
减持
ITOT
ISHARES TR
+$132.9K
20,694
-0%
增持
AAPL
APPLE INC
+$111.9K
4,965
+0%
增持
DECP
PGIM ROCK ETF TR
+$108.5K
128,488
+0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$104.4K
27,232
-11%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$86.9K
6,250
+11%
减持
PAPR
INNOVATOR ETFS TRUST
-$85.5K
50,088
-8%
减持
SCHO
SCHWAB STRATEGIC TR
-$81.7K
101,236
-3%
减持
BJAN
INNOVATOR ETFS TRUST
+$80.8K
83,918
-1%
增持
KJAN
INNOVATOR ETFS TRUST
+$79.0K
29,347
+2%
增持
DBC
INVESCO DB COMMDY INDX TRCK
-$73.5K
118,300
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$70.2K
1,944
+0%
增持
EQL
ALPS ETF TR
+$68.9K
6,776
+0%
增持
IJH
ISHARES TR
+$61.3K
10,928
+3%
增持
BX
BLACKSTONE INC
+$58.6K
1,980
+0%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$55.7K
14,827
-12%
增持
GOOGL
ALPHABET INC
-$52.8K
3,281
+0%
减持
BJUN
INNOVATOR ETFS TRUST
+$51.2K
31,770
-0%
增持
FIDU
FIDELITY COVINGTON TRUST
+$47.6K
6,894
+0%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$45.4K
5,263
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$42.4K
935
+1%
增持
FENY
FIDELITY COVINGTON TRUST
+$40.6K
85,756
+6%
增持
ABBV
ABBVIE INC
+$40.4K
1,523
+0%
减持
FTEC
FIDELITY COVINGTON TRUST
+$38.0K
15,178
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$37.2K
18,952
+2%
增持
MDYG
SPDR SER TR
+$36.0K
3,067
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$35.5K
3,768
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$35.0K
15,760
+1%
减持
DHS
WISDOMTREE TR
-$34.5K
4,329
-17%
增持
VYM
VANGUARD WHITEHALL FDS
+$34.4K
3,378
+0%
增持
VFH
VANGUARD WORLD FD
+$34.4K
3,276
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$27.0K
6,285
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$26.6K
23,273
+1%
减持
IXJ
ISHARES TR
+$25.9K
8,917
-3%
增持
IBB
ISHARES TR
+$25.9K
3,044
+0%
减持
—
KRANESHARES TRUST
-$24.7K
22,090
-4%
增持
GOOG
ALPHABET INC
-$24.2K
1,511
+0%
减持
AMZN
AMAZON COM INC
-$22.3K
2,495
-1%
增持
IYC
ISHARES TR
+$21.9K
3,250
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$20.4K
3,024
+0%
增持
VOX
VANGUARD WORLD FD
+$20.2K
2,686
+0%
增持
IWM
ISHARES TR
+$20.0K
1,086
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$18.3K
590
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$17.2K
1,972
+0%
增持
IVV
ISHARES TR
+$14.7K
465
+0%
减持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$13.6K
17,421
-7%
减持
VUG
VANGUARD INDEX FDS
+$13.1K
1,864
-1%
增持
IYW
ISHARES TR
+$12.6K
10,293
+0%
增持
MSFT
MICROSOFT CORP
-$12.5K
782
+0%
增持
LLY
ELI LILLY & CO
-$8.9K
460
+0%
减持
BOCT
INNOVATOR ETFS TRUST
+$8.3K
23,849
-1%
增持
SPYG
SPDR SER TR
+$7.7K
2,634
+0%
减持
XME
SPDR SER TR
+$7.6K
14,369
-6%
减持
GLD
SPDR GOLD TR
+$7.1K
990
-9%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$7.0K
21,678
+7%
增持
PSQ
PROSHARES TR
-$5.6K
9,253
+1%
减持
UJAN
INNOVATOR ETFS TRUST
+$5.5K
19,713
-2%
增持
DIS
DISNEY WALT CO
-$4.4K
2,294
+1%
增持
SPDN
DIREXION SHS ETF TR
-$2.2K
54,603
+5%
增持
XLK
SELECT SECTOR SPDR TR
-$1.7K
5,967
+0%
增持
HEFA
ISHARES TR
-$1.4K
36,069
+0%
增持
BAC
BANK AMERICA CORP
+$984
7,304
+1%
