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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 115 项
建仓 8
增持 65
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
RSSE
FIRST TR EXCHNG TRADED FD VI
+$3.8M
190,531
清仓
DECP
PGIM ROCK ETF TR
-$3.4M
0
-100%
减持
IWN
ISHARES TR
-$1.7M
3,548
-74%
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。
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$1.1M
794,552
-1%
建仓
IMAR
INNOVATOR ETFS TRUST
+$1.1M
41,866
减持
VEA
VANGUARD TAX-MANAGED FDS
-$998.2K
44,537
-25%
减持
BIL
SPDR SER TR
-$838.8K
14,131
-39%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$652.4K
101,191
+53%
增持
JBBB
JANUS DETROIT STR TR
+$460.9K
37,039
+33%
建仓
KDEC
INNOVATOR ETFS TRUST
+$460.9K
19,220
增持
AAPL
APPLE INC
+$428.5K
6,330
+27%
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$424.0K
18,604
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$401.5K
49,360
+3%
减持
IJT
ISHARES TR
-$358.4K
1,566
-62%
增持
FHLC
FIDELITY COVINGTON TRUST
-$349.5K
49,312
+0%
增持
PIE
INVESCO EXCH TRADED FD TR II
-$302.1K
304,240
+2%
增持
SCHO
SCHWAB STRATEGIC TR
-$300.0K
193,621
+91%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
-$282.8K
58,630
-0%
增持
AMZN
AMAZON COM INC
+$279.9K
3,395
+36%
减持
FDIS
FIDELITY COVINGTON TRUST
+$273.2K
31,193
-0%
清仓
—
KRANESHARES TRUST
-$272.4K
0
-100%
减持
PSA
PUBLIC STORAGE OPER CO
-$262.3K
3,037
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$257.3K
18,451
-3%
建仓
DOG
PROSHARES TR
+$251.8K
9,489
减持
KJAN
INNOVATOR ETFS TRUST
-$238.3K
22,747
-22%
清仓
LMT
LOCKHEED MARTIN CORP
-$233.8K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$232.2K
431
增持
—
PIMCO NEW YORK MUN INCOME FD
+$231.1K
81,177
+123%
减持
PAPR
INNOVATOR ETFS TRUST
-$230.5K
42,767
-15%
增持
KJUL
INNOVATOR ETFS TRUST
+$225.5K
195,835
+3%
建仓
VTV
VANGUARD INDEX FDS
+$224.5K
1,326
建仓
MS
MORGAN STANLEY
+$224.4K
1,785
减持
BJAN
INNOVATOR ETFS TRUST
-$223.9K
76,815
-8%
清仓
JNJ
JOHNSON & JOHNSON
-$211.5K
0
-100%
减持
RSJN
FIRST TR EXCHNG TRADED FD VI
-$202.8K
122,774
-4%
增持
STIP
ISHARES TR
+$201.1K
24,716
+10%
减持
FCOM
FIDELITY COVINGTON TRUST
+$196.0K
54,331
-0%
增持
VO
VANGUARD INDEX FDS
+$194.8K
9,431
+8%
增持
IJK
ISHARES TR
+$192.4K
29,991
+9%
增持
GDX
VANECK ETF TRUST
+$187.5K
12,798
+107%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$187.5K
19,172
-3%
增持
VOE
VANGUARD INDEX FDS
+$173.6K
28,797
+8%
增持
FTEC
FIDELITY COVINGTON TRUST
+$162.1K
15,202
+0%
减持
JAAA
JANUS DETROIT STR TR
-$156.8K
153,838
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$154.6K
841
+43%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$142.6K
209,518
+8%
减持
IJR
ISHARES TR
-$140.7K
10,414
-9%
减持
VIS
VANGUARD WORLD FD
-$128.8K
15,776
-1%
增持
KAPR
INNOVATOR ETFS TRUST
+$121.6K
18,804
+24%
减持
PSQ
PROSHARES TR
-$117.6K
6,612
-29%
增持
GOOGL
ALPHABET INC
+$115.4K
3,484
+6%
增持
BUFP
PGIM ROCK ETF TR
+$115.2K
144,764
+1%
减持
JUNP
PGIM ROCK ETF TR
-$113.7K
171,783
-4%
增持
JPM
JPMORGAN CHASE & CO.
+$112.6K
3,784
+0%
增持
FUTY
FIDELITY COVINGTON TRUST
-$109.7K
41,578
+1%
增持
IXJ
ISHARES TR
-$103.2K
8,981
+1%
减持
SPDN
DIREXION SHS ETF TR
-$103.1K
46,178
-15%
增持
GOOG
ALPHABET INC
+$92.6K
1,812
+20%
减持
FNCL
FIDELITY COVINGTON TRUST
+$86.0K
52,475
-5%
增持
MDYG
SPDR SER TR
+$80.0K
4,017
+31%
增持
GS
GOLDMAN SACHS GROUP INC
+$75.1K
940
+1%
增持
XME
SPDR SER TR
-$72.6K
14,854
+3%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$71.3K
12,637
-15%
增持
IAPR
INNOVATOR ETFS TRUST
+$59.3K
12,939
+29%
增持
DIS
DISNEY WALT CO
+$54.9K
2,475
+8%
增持
XLK
SELECT SECTOR SPDR TR
+$53.0K
6,021
+1%
减持
IYW
ISHARES TR
+$48.9K
10,090
-2%
减持
VUG
VANGUARD INDEX FDS
+$48.1K
1,861
-0%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
-$46.5K
5,277
+0%
增持
IEFA
ISHARES TR
-$46.5K
7,192
+2%
减持
ABBV
ABBVIE INC
-$43.2K
1,449
-5%
增持
IBB
ISHARES TR
-$40.6K
3,045
+0%
增持
BX
BLACKSTONE INC
+$38.8K
1,984
+0%
增持
MMM
3M CO
-$38.2K
5,454
+0%
增持
VPU
VANGUARD WORLD FD
-$34.5K
4,248
+1%
增持
BAC
BANK AMERICA CORP
+$32.4K
7,331
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$31.4K
1,979
+0%
增持
VFH
VANGUARD WORLD FD
+$30.9K
3,311
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$29.5K
24,311
+4%
减持
ITOT
ISHARES TR
+$29.3K
20,440
-1%
增持
VOX
VANGUARD WORLD FD
+$28.4K
2,704
+1%
增持
IYC
ISHARES TR
+$26.9K
3,252
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$26.8K
51,466
+3%
减持
BJUN
INNOVATOR ETFS TRUST
+$25.9K
31,767
-0%
增持
SCHP
SCHWAB STRATEGIC TR
-$25.7K
74,860
+105%
增持
DBEF
DBX ETF TR
-$25.3K
79,803
+1%
增持
HDV
ISHARES TR
-$21.4K
45,595
+4%
减持
BMAY
INNOVATOR ETFS TRUST
-$18.8K
14,039
-5%
减持
PSL
INVESCO EXCHANGE TRADED FD T
+$17.8K
6,234
-0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$17.1K
26,914
-1%
增持
FENY
FIDELITY COVINGTON TRUST
+$16.7K
87,319
+2%
增持
XOP
SPDR SER TR
+$16.0K
8,869
+1%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$15.4K
21,230
-2%
增持
XLE
SELECT SECTOR SPDR TR
+$14.7K
16,325
+4%
减持
IWM
ISHARES TR
-$13.6K
1,024
-6%
增持
SPYG
SPDR SER TR
+$13.5K
2,639
+0%
增持
IJH
ISHARES TR
+$13.3K
11,143
+2%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$12.9K
8,989
-5%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$12.5K
17,981
+3%
减持
BSEP
INNOVATOR ETFS TRUST
+$12.2K
26,287
-1%
增持
EQL
ALPS ETF TR
-$11.9K
6,808
+0%
减持
MSFT
MICROSOFT CORP
-$11.7K
771
-1%
增持
FIDU
FIDELITY COVINGTON TRUST
-$11.5K
6,913
+0%
增持
IAU
ISHARES GOLD TR
+$11.4K
126,631
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.9K
7,078
+13%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$10.4K
123,712
+5%
增持
HEFA
ISHARES TR
-$8.8K
36,511
+1%
增持
PG
PROCTER AND GAMBLE CO
+$5.2K
1,269
+6%
减持
IVV
ISHARES TR
+$4.7K
463
-0%
增持
XLP
SELECT SECTOR SPDR TR
+$4.0K
3,244
+7%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.4K
1,948
+0%
增持
DHS
WISDOMTREE TR
+$2.1K
4,372
+1%
减持
PAUG
INNOVATOR ETFS TRUST
+$1.0K
13,445
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$546
1,035
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$315
3,397
+1%
