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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 113 项
建仓 8
增持 63
减持 35
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
SDCI
USCF ETF TR
+$5.4M
255,705
清仓
JUNP
PGIM ROCK ETF TR
-$4.7M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
76,080
+975%
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
PIE
INVESCO EXCH TRADED FD TR II
-$3.0M
156,010
-49%
增持
BIL
SPDR SER TR
+$2.9M
45,562
+222%
增持
RSJN
FIRST TR EXCHNG TRADED FD VI
+$2.9M
213,450
+74%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$2.4M
12,876
-90%
建仓
IEI
ISHARES TR
+$2.1M
18,124
清仓
PAPR
INNOVATOR ETFS TRUST
-$1.6M
0
-100%
增持
IAU
ISHARES GOLD TR
+$1.4M
130,615
+3%
清仓
XOP
SPDR SER TR
-$1.2M
0
-100%
增持
RSSE
FIRST TR EXCHNG TRADED FD VI
+$1.1M
247,934
+30%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$996.7K
800,312
+1%
建仓
VB
VANGUARD INDEX FDS
+$929.3K
4,191
增持
BAB
INVESCO EXCH TRADED FD TR II
+$802.6K
235,439
+12%
清仓
MMM
3M CO
-$704.0K
0
-100%
建仓
KOCT
INNOVATOR ETFS TRUST
+$692.8K
23,670
减持
XGDVX
GABELLI DIVID & INCOME TR
-$607.1K
26,350
-49%
减持
UPS
UNITED PARCEL SERVICE INC
-$563.7K
16,029
-13%
减持
IMAR
INNOVATOR ETFS TRUST
-$556.0K
18,747
-55%
增持
FHLC
FIDELITY COVINGTON TRUST
+$476.9K
54,149
+10%
减持
KJUL
INNOVATOR ETFS TRUST
-$455.9K
189,823
-3%
增持
FENY
FIDELITY COVINGTON TRUST
+$445.8K
98,925
+13%
清仓
YMAR
FIRST TR EXCHNG TRADED FD VI
-$424.0K
0
-100%
增持
HDV
ISHARES TR
+$409.0K
45,637
+0%
增持
GOOG
ALPHABET INC
+$385.8K
4,678
+158%
增持
SCHP
SCHWAB STRATEGIC TR
+$371.5K
85,725
+15%
减持
JAAA
JANUS DETROIT STR TR
-$363.0K
146,680
-5%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$324.2K
113,410
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$307.4K
47,947
+8%
建仓
DUK
DUKE ENERGY CORP NEW
+$304.9K
2,500
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$287.3K
51,367
+4%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$275.8K
0
-100%
增持
GDX
VANECK ETF TRUST
+$275.1K
15,425
+21%
减持
ITOT
ISHARES TR
-$272.1K
19,317
-5%
减持
BUFP
PGIM ROCK ETF TR
-$270.7K
137,250
-5%
增持
SCHO
SCHWAB STRATEGIC TR
+$250.8K
201,696
+4%
增持
FUTY
FIDELITY COVINGTON TRUST
+$244.2K
44,591
+7%
增持
DBEF
DBX ETF TR
+$242.0K
81,890
+3%
增持
FDIS
FIDELITY COVINGTON TRUST
-$235.8K
33,182
+6%
建仓
T
AT&T INC
+$229.0K
8,096
建仓
V
VISA INC
+$220.9K
630
减持
BJAN
INNOVATOR ETFS TRUST
-$213.2K
74,415
-3%
增持
SPDN
DIREXION SHS ETF TR
+$212.7K
62,223
+35%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$212.1K
66,847
+14%
清仓
IJT
ISHARES TR
-$211.9K
0
-100%
减持
IYW
ISHARES TR
-$211.3K
9,956
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
-$200.5K
16,185
+6%
减持
AAPL
APPLE INC
-$197.9K
6,245
-1%
建仓
KCCA
KRANESHARES TRUST
+$196.4K
11,800
增持
STIP
ISHARES TR
+$195.5K
25,920
+5%
增持
FNCL
FIDELITY COVINGTON TRUST
+$195.5K
54,654
+4%
增持
XLE
SELECT SECTOR SPDR TR
+$177.9K
16,868
+3%
增持
XLK
SELECT SECTOR SPDR TR
-$155.8K
6,026
+0%
减持
AMZN
AMAZON COM INC
-$142.5K
3,166
-7%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$137.9K
24,629
-8%
减持
IJR
ISHARES TR
-$136.2K
10,173
-2%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$128.1K
9,402
-26%
增持
IJK
ISHARES TR
-$121.5K
31,287
+4%
增持
GOOGL
ALPHABET INC
-$120.2K
3,488
+0%
增持
JBBB
JANUS DETROIT STR TR
+$116.0K
39,795
+7%
增持
VOE
VANGUARD INDEX FDS
+$108.1K
29,690
+3%
增持
VO
VANGUARD INDEX FDS
+$97.0K
10,007
+6%
减持
BAPR
INNOVATOR ETFS TRUST
-$87.4K
41,978
-1%
减持
IWN
ISHARES TR
-$82.8K
3,310
-7%
增持
VUG
VANGUARD INDEX FDS
-$73.0K
1,863
+0%
增持
—
PIMCO NEW YORK MUN INCOME FD
+$71.8K
94,342
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$66.7K
3,969
+5%
增持
BX
BLACKSTONE INC
-$63.9K
1,990
+0%
增持
VPU
VANGUARD WORLD FD
+$63.6K
4,436
+4%
减持
MSFT
MICROSOFT CORP
-$60.1K
706
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$59.8K
2,274
+15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$57.9K
19,728
+3%
减持
HEFA
ISHARES TR
+$54.1K
36,453
-0%
减持
DIS
DISNEY WALT CO
-$51.9K
2,267
-8%
增持
VTIP
VANGUARD MALVERN FDS
+$50.5K
24,602
+1%
增持
IVV
ISHARES TR
+$48.2K
571
+23%
减持
KJAN
INNOVATOR ETFS TRUST
-$47.1K
22,454
-1%
增持
IEFA
ISHARES TR
+$47.0K
7,303
+2%
减持
ABBV
ABBVIE INC
+$43.4K
1,436
-1%
减持
KAPR
INNOVATOR ETFS TRUST
-$40.0K
18,636
-1%
增持
VIS
VANGUARD WORLD FD
+$37.7K
16,365
+4%
减持
BJUN
INNOVATOR ETFS TRUST
-$34.3K
31,717
-0%
增持
XME
SPDR SER TR
+$33.8K
15,659
+5%
增持
IYC
ISHARES TR
-$25.1K
3,256
+0%
减持
IWM
ISHARES TR
-$24.7K
1,010
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$24.7K
2,034
+4%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$23.9K
8,697
-3%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$23.7K
6,255
+0%
减持
MS
MORGAN STANLEY
-$22.2K
1,734
-3%
增持
GS
GOLDMAN SACHS GROUP INC
-$22.1K
944
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$21.6K
843
+0%
增持
MDYG
SPDR SER TR
-$21.2K
4,126
+3%
减持
VOX
VANGUARD WORLD FD
-$18.9K
2,696
-0%
增持
XLP
SELECT SECTOR SPDR TR
+$15.2K
3,309
+2%
减持
IBB
ISHARES TR
-$14.8K
3,032
-0%
增持
BAC
BANK AMERICA CORP
-$14.6K
7,371
+1%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$13.7K
5,563
+5%
减持
DHS
WISDOMTREE TR
+$13.3K
4,250
-3%
增持
FCOM
FIDELITY COVINGTON TRUST
+$12.4K
56,907
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$10.3K
3,281
-3%
增持
EQL
ALPS ETF TR
+$7.9K
6,832
+0%
增持
IJH
ISHARES TR
-$7.8K
11,766
+6%
增持
VFH
VANGUARD WORLD FD
+$6.3K
3,325
+0%
增持
FIDU
FIDELITY COVINGTON TRUST
+$5.5K
7,179
+4%
增持
SPYG
SPDR SER TR
-$5.1K
2,823
+7%
增持
VTV
VANGUARD INDEX FDS
+$5.0K
1,328
+0%
增持
PAUG
INNOVATOR ETFS TRUST
-$4.5K
13,581
+1%
减持
PSA
PUBLIC STORAGE OPER CO
-$3.6K
3,026
-0%
增持
VOO
VANGUARD INDEX FDS
+$3.6K
459
+6%
减持
PG
PROCTER AND GAMBLE CO
-$2.4K
1,234
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$927
1,040
+0%
减持
PSQ
PROSHARES TR
+$420
6,097
-8%
