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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 123 项
建仓 13
增持 65
减持 29
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$7.5M
436,519
-45%
清仓
JAAA
JANUS DETROIT STR TR
-$7.4M
0
-100%
建仓
KMAY
INNOVATOR ETFS TRUST
+$6.3M
241,088
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
KJUL
INNOVATOR ETFS TRUST
-$5.3M
0
-100%
增持
RSJN
FIRST TR EXCHNG TRADED FD VI
+$5.1M
361,362
+69%
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$4.9M
85,820
减持
RSSE
FIRST TR EXCHNG TRADED FD VI
-$4.4M
24,346
-90%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$4.3M
57,283
清仓
BIL
SPDR SER TR
-$4.2M
0
-100%
建仓
GMOI
2023 ETF SERIES TRUST II
+$3.7M
126,310
清仓
JBBB
JANUS DETROIT STR TR
-$1.9M
0
-100%
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.9M
23,508
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.1M
52,470
+2%
增持
SDCI
USCF ETF TR
+$1.1M
299,422
+17%
清仓
VB
VANGUARD INDEX FDS
-$929.3K
0
-100%
清仓
XME
SPDR SER TR
-$876.7K
0
-100%
建仓
INOV
INNOVATOR ETFS TRUST
+$843.1K
26,148
增持
IEI
ISHARES TR
+$831.7K
24,963
+38%
清仓
KJAN
INNOVATOR ETFS TRUST
-$802.5K
0
-100%
增持
BJAN
INNOVATOR ETFS TRUST
+$730.1K
83,628
+12%
清仓
KOCT
INNOVATOR ETFS TRUST
-$692.8K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$660.9K
16,585
+2%
增持
VIS
VANGUARD WORLD FD
+$626.9K
16,703
+2%
增持
GDX
VANECK ETF TRUST
+$625.2K
25,630
+66%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$610.4K
81,960
+8%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$598.7K
259,337
+10%
增持
FCOM
FIDELITY COVINGTON TRUST
+$561.3K
58,061
+2%
增持
BMAY
INNOVATOR ETFS TRUST
+$548.1K
26,185
+87%
清仓
IMAR
INNOVATOR ETFS TRUST
-$495.9K
0
-100%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$482.9K
158,509
+2%
增持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$481.9K
21,132
+125%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$467.3K
21,375
+8%
增持
IJK
ISHARES TR
+$466.5K
33,767
+8%
清仓
KDEC
INNOVATOR ETFS TRUST
-$440.4K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$439.3K
219,383
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$435.2K
50,382
+5%
增持
HDV
ISHARES TR
+$433.5K
50,875
+11%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$431.0K
129,683
+14%
增持
FDIS
FIDELITY COVINGTON TRUST
+$407.5K
34,141
+3%
减持
IAU
ISHARES GOLD TR
+$404.9K
129,987
-0%
增持
VO
VANGUARD INDEX FDS
+$395.0K
10,660
+7%
清仓
XUSP
INNOVATOR ETFS TRUST
-$373.4K
0
-100%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$365.1K
0
-100%
清仓
IAPR
INNOVATOR ETFS TRUST
-$356.3K
0
-100%
增持
ITOT
ISHARES TR
+$341.0K
19,978
+3%
增持
IYW
ISHARES TR
+$327.7K
9,961
+0%
增持
FNCL
FIDELITY COVINGTON TRUST
+$313.1K
55,546
+2%
增持
VOE
VANGUARD INDEX FDS
+$302.5K
30,822
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$282.8K
6,030
+0%
增持
STIP
ISHARES TR
+$254.7K
28,536
+10%
减持
BUFP
PGIM ROCK ETF TR
+$250.7K
137,050
-0%
建仓
NFLX
NETFLIX INC
+$249.1K
186
建仓
SCZ
ISHARES TR
+$242.4K
3,335
建仓
ORCL
ORACLE CORP
+$240.7K
1,101
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$226.1K
8,864
建仓
BLK
BLACKROCK INC
+$214.1K
204
建仓
IGV
ISHARES TR
+$213.0K
1,945
清仓
PG
PROCTER AND GAMBLE CO
-$210.3K
0
-100%
建仓
AGG
ISHARES TR
+$204.2K
2,058
清仓
IWM
ISHARES TR
-$201.4K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$186.9K
15,614
-3%
增持
DBEF
DBX ETF TR
+$182.7K
85,225
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$176.0K
16,512
-2%
增持
GOOG
ALPHABET INC
+$173.7K
5,100
+9%
增持
FUTY
FIDELITY COVINGTON TRUST
+$167.6K
46,378
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$155.2K
948
+0%
减持
SPDN
DIREXION SHS ETF TR
-$128.2K
57,571
-7%
增持
HEFA
ISHARES TR
+$121.8K
38,059
+4%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$105.8K
24,947
+1%
增持
AAPL
APPLE INC
-$104.0K
6,255
+0%
增持
FHLC
FIDELITY COVINGTON TRUST
-$101.9K
56,256
+4%
减持
UJAN
INNOVATOR ETFS TRUST
-$100.1K
16,113
-18%
减持
AMZN
AMAZON COM INC
+$90.7K
3,159
-0%
增持
MSFT
MICROSOFT CORP
+$87.1K
708
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$83.3K
89,523
+4%
增持
BAC
BANK AMERICA CORP
+$79.6K
8,183
+11%
增持
GOOGL
ALPHABET INC
+$76.0K
3,492
+0%
增持
FIDU
FIDELITY COVINGTON TRUST
+$73.4K
7,287
+2%
减持
VUG
VANGUARD INDEX FDS
+$71.1K
1,738
-7%
减持
BOCT
INNOVATOR ETFS TRUST
+$64.3K
23,473
-2%
增持
IEFA
ISHARES TR
+$62.3K
7,364
+1%
增持
FENY
FIDELITY COVINGTON TRUST
-$62.3K
105,128
+6%
增持
VOX
VANGUARD WORLD FD
+$62.1K
2,702
+0%
增持
KCCA
KRANESHARES TRUST
+$61.3K
16,600
+41%
减持
IWN
ISHARES TR
-$58.9K
2,794
-16%
减持
VTIP
VANGUARD MALVERN FDS
-$57.5K
23,276
-5%
增持
IJH
ISHARES TR
+$50.2K
11,879
+1%
增持
SPYG
SPDR SERIES TRUST
+$49.7K
2,902
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$43.2K
833
-1%
减持
MS
MORGAN STANLEY
+$41.5K
1,731
-0%
增持
EQL
ALPS ETF TR
+$41.5K
20,574
+201%
减持
XLV
SELECT SECTOR SPDR TR
-$40.6K
2,162
-5%
增持
IXJ
ISHARES TR
-$39.1K
9,059
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$37.7K
3,489
-12%
增持
IYC
ISHARES TR
+$37.2K
3,260
+0%
减持
LLY
ELI LILLY & CO
-$36.9K
440
-4%
减持
RSPM
INVESCO EXCHANGE TRADED FD T
+$35.2K
66,552
-0%
减持
IJR
ISHARES TR
+$33.9K
10,044
-1%
增持
ABBV
ABBVIE INC
-$33.4K
1,441
+0%
增持
PSQ
PROSHARES TR
-$32.4K
6,397
+5%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$32.0K
11,818
-8%
增持
—
PIMCO NEW YORK MUN INCOME FD
-$31.8K
95,475
+1%
增持
MDYG
SPDR SERIES TRUST
+$31.2K
4,133
+0%
增持
VPU
VANGUARD WORLD FD
+$30.4K
4,466
+1%
减持
KAPR
INNOVATOR ETFS TRUST
-$29.6K
16,839
-10%
减持
IVV
ISHARES TR
+$28.5K
563
-1%
减持
PYZ
INVESCO EXCHANGE TRADED FD T
+$26.2K
5,359
-4%
增持
BX
BLACKSTONE INC
+$20.2K
1,995
+0%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$18.0K
18,291
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.4K
3,297
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$15.5K
1,888
-7%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$15.2K
6,262
+0%
增持
PSA
PUBLIC STORAGE OPER CO
-$14.2K
3,038
+0%
增持
DOG
PROSHARES TR
-$13.0K
9,548
+1%
减持
DIS
DISNEY WALT CO
+$12.1K
1,901
-16%
增持
DHS
WISDOMTREE TR
-$9.4K
4,293
+1%
减持
VOO
VANGUARD INDEX FDS
+$8.9K
431
-6%
清仓
—
NEKTAR THERAPEUTICS
-$8.8K
0
-100%
减持
VFH
VANGUARD WORLD FD
+$8.4K
3,187
-4%
增持
T
AT&T INC
+$6.7K
8,143
+1%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$5.6K
24,229
-8%
增持
V
VISA INC
+$3.2K
631
+0%
增持
XLP
SELECT SECTOR SPDR TR
-$875
3,326
+1%