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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 105 项
建仓 7
增持 82
减持 13
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$1.6M
11,362
+82%
增持
IAU
ISHARES GOLD TR
+$1.4M
130,059
+0%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$1.3M
102,157
+19%
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
PSA
PUBLIC STORAGE OPER CO
-$891.5K
0
-100%
增持
VBIL
VANGUARD INSTL INDEX FD
+$871.6K
68,761
+20%
增持
GMOI
2023 ETF SERIES TRUST II
+$847.9K
146,071
+16%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$837.7K
392,831
-10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$732.1K
88,332
+8%
增持
GDX
VANECK ETF TRUST
+$673.3K
26,278
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$656.9K
54,075
+3%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$612.9K
161,155
+2%
增持
HDV
ISHARES TR
+$577.5K
53,398
+5%
增持
SDCI
USCF ETF TR
+$556.3K
306,032
+2%
清仓
—
PIMCO NEW YORK MUN INCOME FD
-$500.3K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$494.6K
24,908
+6%
建仓
KFEB
INNOVATOR ETFS TRUST
+$466.9K
17,443
增持
FTEC
FIDELITY COVINGTON TRUST
+$446.3K
16,732
+1%
建仓
META
META PLATFORMS INC
+$427.4K
582
增持
VOE
VANGUARD INDEX FDS
+$409.6K
31,381
+2%
增持
RSJN
FIRST TR EXCHNG TRADED FD VI
+$397.4K
361,737
+0%
增持
FCOM
FIDELITY COVINGTON TRUST
+$385.5K
58,453
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$363.5K
204,307
-7%
增持
DBEF
DBX ETF TR
+$349.5K
87,853
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$344.7K
14,742
-6%
建仓
MA
MASTERCARD INCORPORATED
+$334.0K
587
增持
FDIS
FIDELITY COVINGTON TRUST
+$329.9K
34,428
+1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$312.9K
48,741
+5%
减持
GOOG
ALPHABET INC
+$311.2K
4,992
-2%
增持
VIS
VANGUARD WORLD FD
+$307.2K
16,825
+1%
增持
VO
VANGUARD INDEX FDS
+$306.1K
11,197
+5%
减持
KMAY
INNOVATOR ETFS TRUST
+$301.6K
240,336
-0%
增持
GOOGL
ALPHABET INC
+$258.5K
3,595
+3%
建仓
QQQ
INVESCO QQQ TR
+$256.4K
427
增持
FHLC
FIDELITY COVINGTON TRUST
+$244.0K
57,448
+2%
增持
IJK
ISHARES TR
+$234.2K
34,480
+2%
增持
IYW
ISHARES TR
+$225.6K
9,964
+0%
建仓
ITA
ISHARES TR
+$216.2K
1,033
清仓
IGV
ISHARES TR
-$213.0K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$209.4K
1,358
增持
FENY
FIDELITY COVINGTON TRUST
+$206.0K
108,061
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$201.8K
6,133
+2%
减持
ITOT
ISHARES TR
+$196.6K
19,873
-1%
增持
FNCL
FIDELITY COVINGTON TRUST
+$188.1K
56,336
+1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$158.8K
50,586
+0%
增持
HEFA
ISHARES TR
+$149.3K
40,242
+6%
增持
IEI
ISHARES TR
+$135.7K
26,010
+4%
减持
BUFP
PGIM ROCK ETF TR
+$121.1K
134,940
-2%
增持
MSFT
MICROSOFT CORP
+$113.9K
900
+27%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$110.4K
21,060
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$108.0K
16,884
+2%
增持
IJR
ISHARES TR
+$97.6K
10,059
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$93.2K
3,502
+0%
增持
STIP
ISHARES TR
+$91.4K
29,296
+3%
增持
KAPR
INNOVATOR ETFS TRUST
+$90.7K
18,599
+10%
增持
GS
GOLDMAN SACHS GROUP INC
+$87.6K
953
+1%
增持
AMZN
AMAZON COM INC
+$84.0K
3,539
+12%
增持
VPU
VANGUARD WORLD FD
+$82.8K
4,599
+3%
增持
VOO
VANGUARD INDEX FDS
+$80.9K
532
+23%
减持
RSSE
FIRST TR EXCHNG TRADED FD VI
-$80.0K
19,800
-19%
增持
VUG
VANGUARD INDEX FDS
+$72.4K
1,740
+0%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$70.5K
5,367
+0%
减持
BTT
BLACKROCK MUN TARGET TERM TR
+$69.5K
129,484
-0%
增持
ABBV
ABBVIE INC
+$67.3K
1,446
+0%
增持
GLD
SPDR GOLD TR
+$59.0K
1,015
+3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$58.6K
1,892
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$55.7K
90,693
+1%
增持
IWN
ISHARES TR
+$55.1K
2,805
+0%
增持
IBB
ISHARES TR
+$54.4K
3,034
+0%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$52.2K
67,456
+1%
增持
IJH
ISHARES TR
+$52.2K
12,089
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$49.1K
24,081
+3%
增持
EQL
ALPS ETF TR
+$48.6K
20,654
+0%
增持
VOX
VANGUARD WORLD FD
+$46.4K
2,709
+0%
增持
BX
BLACKSTONE INC
+$43.2K
1,999
+0%
减持
BAB
INVESCO EXCH TRADED FD TR II
+$41.3K
253,630
-2%
增持
BAC
BANK AMERICA CORP
+$37.0K
8,223
+0%
增持
AGG
ISHARES TR
+$34.4K
2,380
+16%
减持
SPY
SPDR S&P 500 ETF TR
+$34.3K
824
-1%
增持
FIDU
FIDELITY COVINGTON TRUST
+$33.2K
7,300
+0%
增持
IEFA
ISHARES TR
+$33.0K
7,419
+1%
建仓
IBRX
IMMUNITYBIO INC
+$32.3K
13,150
增持
MS
MORGAN STANLEY
+$32.1K
1,736
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$30.5K
24,352
+1%
增持
IVV
ISHARES TR
+$28.4K
564
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$27.2K
3,311
+0%
增持
SPYG
SPDR SERIES TRUST
+$27.1K
2,906
+0%
增持
BLK
BLACKROCK INC
+$24.9K
205
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$24.5K
2,270
+5%
增持
DHS
WISDOMTREE TR
+$24.2K
4,329
+1%
增持
MDYG
SPDR SERIES TRUST
+$20.0K
4,140
+0%
增持
IYC
ISHARES TR
+$17.2K
3,263
+0%
增持
DIS
DISNEY WALT CO
-$15.2K
1,926
+1%
减持
UJAN
INNOVATOR ETFS TRUST
-$15.2K
15,113
-6%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$14.5K
18,589
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.5K
799
+0%
增持
VFH
VANGUARD WORLD FD
+$13.9K
3,197
+0%
增持
VTV
VANGUARD INDEX FDS
+$13.4K
1,330
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.5K
1,045
+0%
增持
SPDN
DIREXION SHS ETF TR
-$9.6K
60,707
+5%
增持
V
VISA INC
-$8.4K
632
+0%
增持
PSQ
PROSHARES TR
-$7.5K
6,696
+5%
增持
XLP
SELECT SECTOR SPDR TR
-$7.2K
3,345
+1%
增持
DOG
PROSHARES TR
-$7.1K
9,703
+2%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$4.8K
6,349
+1%
增持
T
AT&T INC
-$4.4K
8,191
+1%
