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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 117 项
建仓 4
增持 81
减持 29
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VBIL
VANGUARD INSTL INDEX FD
-$2.3M
37,779
-45%
增持
SDCI
USCF ETF TR
+$2.0M
411,481
+34%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$1.0M
111,016
+9%
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
IAU
ISHARES GOLD TR
-$896.1K
105,560
-19%
增持
GMOI
GMO ETF TRUST
+$834.3K
159,910
+9%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$703.6K
280,336
+11%
建仓
IEF
ISHARES TR
+$590.9K
6,145
增持
FHLC
FIDELITY COVINGTON TRUST
+$531.0K
58,865
+2%
增持
PSQ
PROSHARES TR
+$508.2K
23,711
+254%
清仓
KFEB
INNOVATOR ETFS TRUST
-$466.9K
0
-100%
增持
HDV
ISHARES TR
+$461.0K
57,557
+8%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$434.9K
56,815
+5%
增持
DBEF
DBX ETF TR
+$381.1K
92,688
+6%
增持
FUTY
FIDELITY COVINGTON TRUST
+$379.0K
56,709
+16%
增持
BUFP
PGIM ROCK ETF TR
+$366.2K
143,727
+7%
增持
SPDN
DIREXION SHS ETF TR
+$354.6K
99,466
+64%
增持
GOOG
ALPHABET INC
+$352.0K
4,996
+0%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$306.8K
6,831
增持
SCHP
SCHWAB STRATEGIC TR
+$295.7K
103,430
+14%
增持
UPS
UNITED PARCEL SERVICE INC
+$270.9K
15,145
+3%
建仓
RSDE
FIRST TR EXCHNG TRADED FD VI
+$265.1K
12,149
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$256.6K
93,796
+6%
增持
GOOGL
ALPHABET INC
+$255.1K
3,607
+0%
增持
RSJN
FIRST TR EXCHNG TRADED FD VI
+$252.1K
363,565
+1%
增持
RSSE
FIRST TR EXCHNG TRADED FD VI
+$245.4K
31,032
+57%
清仓
DOG
PROSHARES TR
-$236.2K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$231.5K
52,226
+3%
建仓
JNJ
JOHNSON & JOHNSON
+$226.8K
1,096
清仓
NFLX
NETFLIX INC
-$223.0K
0
-100%
增持
IJK
ISHARES TR
+$221.7K
36,416
+6%
增持
VOE
VANGUARD INDEX FDS
+$219.8K
32,127
+2%
增持
AAPL
APPLE INC
+$205.7K
11,398
+0%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$199.4K
26,521
+6%
增持
INOV
INNOVATOR ETFS TRUST
+$188.7K
30,698
+17%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$183.5K
391,203
-0%
增持
HEFA
ISHARES TR
+$172.3K
42,705
+6%
减持
KMAY
INNOVATOR ETFS TRUST
+$168.5K
240,266
-0%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$167.3K
69,741
+3%
减持
BJAN
INNOVATOR ETFS TRUST
+$153.9K
83,328
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$149.4K
586
-29%
增持
LLY
ELI LILLY & CO
+$139.3K
442
+0%
增持
ITOT
ISHARES TR
+$136.5K
20,384
+3%
减持
FCOM
FIDELITY COVINGTON TRUST
+$128.5K
58,364
-0%
增持
VIS
VANGUARD WORLD FD
+$110.5K
17,078
+2%
减持
FIDU
FIDELITY COVINGTON TRUST
-$102.3K
6,013
-18%
增持
FNCL
FIDELITY COVINGTON TRUST
+$101.8K
56,630
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$100.6K
21,381
+2%
增持
VO
VANGUARD INDEX FDS
+$99.9K
11,677
+4%
减持
BSEP
INNOVATOR ETFS TRUST
-$95.5K
23,834
-9%
增持
ORCL
ORACLE CORP
-$94.7K
1,102
+0%
增持
STIP
ISHARES TR
+$90.8K
30,460
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$88.4K
26,438
+10%
增持
FENY
FIDELITY COVINGTON TRUST
+$87.3K
111,366
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$84.0K
959
+1%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$81.4K
131,007
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$81.1K
207,885
+2%
减持
GDX
VANECK ETF TRUST
-$79.1K
22,485
-14%
减持
IXJ
ISHARES TR
+$78.1K
9,045
-0%
减持
IBB
ISHARES TR
+$73.1K
3,028
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$69.6K
1,342
+28%
增持
VPU
VANGUARD WORLD FD
+$57.0K
5,016
+9%
减持
BAPR
INNOVATOR ETFS TRUST
-$54.9K
39,895
-5%
增持
XLE
SELECT SECTOR SPDR TR
-$52.7K
32,559
+93%
增持
IEFA
ISHARES TR
+$44.4K
7,737
+4%
增持
AMZN
AMAZON COM INC
+$44.2K
3,558
+1%
减持
XLV
SELECT SECTOR SPDR TR
-$43.6K
1,759
-23%
增持
IJR
ISHARES TR
+$39.5K
10,275
+2%
增持
PYZ
INVESCO EXCHANGE TRADED FD T
+$38.5K
5,508
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$38.5K
12,275
+100%
减持
XLP
SELECT SECTOR SPDR TR
-$36.5K
2,904
-13%
增持
MS
MORGAN STANLEY
+$35.2K
1,752
+1%
增持
BX
BLACKSTONE INC
-$32.4K
2,006
+0%
减持
GLD
SPDR GOLD TR
+$32.3K
992
-2%
增持
BAC
BANK AMERICA CORP
+$31.1K
8,279
+1%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$30.4K
7,251
+14%
增持
FDIS
FIDELITY COVINGTON TRUST
+$28.5K
34,946
+2%
减持
VUG
VANGUARD INDEX FDS
-$27.6K
1,654
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$26.6K
3,510
+0%
增持
IJH
ISHARES TR
+$25.9K
12,346
+2%
增持
T
AT&T INC
-$25.7K
8,279
+1%
增持
—
LINDE PLC
-$24.8K
531
+0%
减持
BLK
BLACKROCK INC
-$22.8K
202
-1%
增持
MSFT
MICROSOFT CORP
-$20.7K
921
+2%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$20.5K
20,192
-4%
增持
VOX
VANGUARD WORLD FD
+$16.7K
2,713
+0%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$16.6K
24,591
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$16.2K
2,501
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$16.2K
1,897
+0%
增持
IWN
ISHARES TR
+$14.8K
2,818
+0%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$13.5K
19,177
+3%
减持
KAPR
INNOVATOR ETFS TRUST
+$13.1K
18,479
-1%
减持
IYW
ISHARES TR
+$11.6K
9,832
-1%
增持
EQL
ALPS ETF TR
+$11.5K
20,746
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.8K
3,327
+0%
增持
VFH
VANGUARD WORLD FD
+$10.6K
3,223
+1%
减持
DIS
DISNEY WALT CO
-$9.0K
1,859
-3%
增持
DHS
WISDOMTREE TR
+$9.0K
4,372
+1%
增持
V
VISA INC
+$8.0K
638
+1%
增持
SCZ
ISHARES TR
+$7.8K
3,400
+2%
增持
SPYG
SPDR SERIES TRUST
+$6.8K
2,910
+0%
减持
FTEC
FIDELITY COVINGTON TRUST
-$6.7K
16,516
-1%
减持
VTV
VANGUARD INDEX FDS
-$6.6K
1,265
-5%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$6.6K
23,555
-3%
增持
QQQ
INVESCO QQQ TR
+$6.4K
428
+0%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$5.4K
12,151
+3%
增持
IYC
ISHARES TR
-$5.2K
3,265
+0%
减持
ABBV
ABBVIE INC
-$4.9K
1,444
-0%
增持
MDYG
SPDR SERIES TRUST
+$4.4K
4,149
+0%
增持
KCCA
KRANESHARES TRUST
+$3.8K
17,084
+3%
减持
VOO
VANGUARD INDEX FDS
-$3.5K
514
-3%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$3.5K
166,492
+3%
增持
MA
MASTERCARD INCORPORATED
+$3.1K
590
+1%
增持
AGG
ISHARES TR
+$2.3K
2,411
+1%
减持
IVV
ISHARES TR
+$1.9K
554
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$1.9K
1,362
+0%
增持
IEI
ISHARES TR
-$982
26,037
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$934
801
+0%
