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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 132 项
建仓 18
增持 57
减持 43
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
RSJN
FIRST TR EXCHNG TRADED FD VI
-$9.1M
96,988
-73%
增持
RSSE
FIRST TR EXCHNG TRADED FD VI
+$9.0M
449,501
+1349%
建仓
KDEC
INNOVATOR ETFS TRUST
+$7.8M
304,909
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
KMAY
INNOVATOR ETFS TRUST
-$6.8M
0
-100%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$5.8M
165,156
-58%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$4.7M
171,534
+55%
增持
GMOI
GMO ETF TRUST
+$4.1M
261,797
+64%
增持
INOV
INNOVATOR ETFS TRUST
+$4.0M
144,572
+371%
减持
DBEF
DBX ETF TR
-$3.8M
12,906
-86%
增持
SDCI
USCF ETF TR
+$2.6M
428,775
+4%
增持
HDV
ISHARES TR
+$1.7M
63,898
+11%
增持
YEXT
YEXT INC
-$1.6M
393,439
+1%
增持
FENY
FIDELITY COVINGTON TRUST
+$1.5M
124,946
+12%
减持
HEFA
ISHARES TR
-$1.4M
8,147
-81%
减持
VBIL
VANGUARD INSTL INDEX FD
-$1.4M
19,779
-48%
增持
FUTY
FIDELITY COVINGTON TRUST
+$1.1M
71,207
+26%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.0M
62,922
+11%
建仓
NVDA
NVIDIA CORPORATION
+$880.1K
5,047
减持
FCOM
FIDELITY COVINGTON TRUST
-$862.7K
50,120
-14%
增持
IEF
ISHARES TR
+$794.9K
14,520
+136%
增持
PIE
INVESCO EXCH TRADED FD TR II
+$786.8K
181,424
+9%
增持
PSL
INVESCO EXCHANGE TRADED FD T
+$705.2K
13,205
+82%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$673.1K
15,200
减持
FNCL
FIDELITY COVINGTON TRUST
-$663.4K
53,263
-6%
清仓
KAPR
INNOVATOR ETFS TRUST
-$649.2K
0
-100%
增持
RSPM
INVESCO EXCHANGE TRADED FD T
+$644.1K
78,123
+12%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$634.3K
4,878
-76%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$601.0K
104,413
+11%
减持
BMAY
INNOVATOR ETFS TRUST
-$571.6K
13,414
-49%
建仓
BNOV
INNOVATOR ETFS TRUST
+$526.4K
12,236
建仓
NOVP
PGIM ROCK ETF TR
+$495.4K
16,724
减持
FTEC
FIDELITY COVINGTON TRUST
-$444.0K
15,701
-5%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$443.6K
27,542
+4%
减持
IEI
ISHARES TR
-$424.6K
22,621
-13%
减持
FDIS
FIDELITY COVINGTON TRUST
-$420.5K
33,772
-3%
减持
FHLC
FIDELITY COVINGTON TRUST
-$393.9K
56,546
-4%
清仓
IVV
ISHARES TR
-$379.7K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$353.0K
29,525
-9%
增持
VOE
VANGUARD INDEX FDS
+$334.5K
32,737
+2%
建仓
KJAN
INNOVATOR ETFS TRUST
+$331.0K
7,933
减持
IAU
ISHARES GOLD TR
+$329.6K
100,929
-4%
建仓
IMNM
IMMUNOME INC
+$328.1K
15,000
减持
GOOG
ALPHABET INC
-$318.9K
4,354
-13%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$315.2K
0
-100%
建仓
VST
VISTRA CORP
+$301.1K
2,003
增持
SPDN
DIREXION SHARES ETF TRUST
+$298.2K
124,238
+25%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$295.0K
0
-100%
增持
IJK
ISHARES TR
+$293.9K
37,983
+4%
清仓
DUK
DUKE ENERGY CORP NEW
-$293.1K
0
-100%
增持
PSQ
PROSHARES TR
+$292.9K
31,345
+32%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$281.9K
0
-100%
增持
RSDE
FIRST TR EXCHNG TRADED FD VI
+$273.1K
24,554
+102%
建仓
UDN
INVESCO DB US DLR INDEX TR
+$269.1K
14,950
建仓
XSSPX
NUVEEN S&P 500 DYNAMIC OVERW
+$258.8K
16,102
建仓
EFA
ISHARES TR
+$255.5K
2,631
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$240.9K
1,742
清仓
YMAR
FIRST TR EXCHNG TRADED FD VI
-$239.5K
0
-100%
增持
VIS
VANGUARD WORLD FD
+$238.0K
17,083
+0%
增持
VPU
VANGUARD WORLD FD
+$235.5K
5,873
+17%
增持
META
META PLATFORMS INC
+$235.2K
1,083
+86%
减持
IYW
ISHARES TR
-$233.4K
9,535
-3%
清仓
JNJ
JOHNSON & JOHNSON
-$226.8K
0
-100%
清仓
V
VISA INC
-$223.6K
0
-100%
建仓
XOP
SPDR SERIES TRUST
+$217.6K
1,197
清仓
BLK
BLACKROCK INC
-$216.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$214.8K
0
-100%
清仓
DIS
DISNEY WALT CO
-$211.5K
0
-100%
建仓
EOG
EOG RES INC
+$211.3K
1,462
建仓
—
EXXON MOBIL CORP
+$209.4K
1,234
减持
AAPL
APPLE INC
-$207.6K
11,392
-0%
清仓
T
AT&T INC
-$205.6K
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$199.0K
290,214
+4%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$187.7K
326
-44%
减持
PAUG
INNOVATOR ETFS TRUST
-$173.9K
9,678
-29%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$169.4K
124,238
-5%
增持
STIP
ISHARES TR
+$163.4K
31,734
+4%
增持
VO
VANGUARD INDEX FDS
+$155.9K
12,344
+6%
建仓
PNI
PIMCO NEW YORK MUN FD II
+$150.2K
21,924
减持
XLK
SELECT SECTOR SPDR TR
-$144.0K
12,213
-1%
增持
ITOT
ISHARES TR
+$135.6K
22,232
+9%
减持
JPM
JPMORGAN CHASE & CO
-$128.5K
3,408
-3%
建仓
TRVI
TREVI THERAPEUTICS INC
+$126.0K
10,560
减持
GDX
VANECK ETF TRUST
+$123.3K
22,358
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$115.7K
20,738
-3%
增持
BAC
BANK AMERICA CORP
+$114.1K
11,681
+41%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$105.4K
52,559
+1%
增持
MSFT
MICROSOFT CORP
-$104.0K
922
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$103.5K
106,853
+3%
减持
VTIP
VANGUARD MALVERN FDS
-$99.9K
24,178
-9%
减持
VUG
VANGUARD INDEX FDS
-$94.7K
1,630
-1%
增持
GOOGL
ALPHABET INC
-$91.1K
3,609
+0%
增持
IJR
ISHARES TR
+$83.8K
10,607
+3%
增持
SCHO
SCHWAB STRATEGIC TR
+$83.5K
212,185
+2%
减持
BAPR
INNOVATOR ETFS TRUST
-$77.7K
37,494
-6%
减持
BUFP
PGIM ROCK ETF TR
-$76.2K
143,119
-0%
减持
BJUN
INNOVATOR ETFS TRUST
-$75.6K
30,417
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$73.4K
687
-14%
减持
VOO
VANGUARD INDEX FDS
-$59.9K
439
-15%
减持
VOX
VANGUARD WORLD FD
-$57.8K
2,599
-4%
增持
BJAN
INNOVATOR ETFS TRUST
-$55.6K
84,977
+2%
减持
SPYG
SPDR SERIES TRUST
-$49.7K
2,664
-8%
增持
UPS
UNITED PARCEL SVCS INC
+$48.6K
15,764
+4%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$46.9K
24,091
-2%
建仓
NB
NIOCORP DEVS LTD
+$44.6K
10,000
增持
MDYG
SPDR SERIES TRUST
+$44.0K
4,455
+7%
减持
PYZ
INVESCO EXCHANGE TRADED FD T
+$44.0K
5,430
-1%
增持
MA
MASTERCARD INCORPORATED
-$41.9K
591
+0%
增持
VFH
VANGUARD WORLD FD
-$37.8K
3,248
+1%
增持
KCCA
KRANESHARES TRUST
+$34.2K
21,684
+27%
增持
IXJ
ISHARES TR
-$31.8K
9,078
+0%
增持
EQL
ALPS ETF TR
+$27.9K
20,818
+0%
增持
GS
GOLDMAN SACHS GROUP INC
-$27.4K
964
+1%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$26.7K
23,299
-1%
增持
IJH
ISHARES TR
+$25.0K
12,436
+1%
减持
MS
MORGAN STANLEY
-$23.1K
1,749
-0%
增持
AMZN
AMAZON COM INC
+$21.4K
4,046
+14%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$21.3K
10,122
-17%
增持
IYC
ISHARES TR
-$20.0K
3,269
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$17.3K
3,341
+0%
减持
IEFA
ISHARES TR
-$16.5K
7,463
-4%
增持
ABBV
ABBVIE INC
-$14.9K
1,448
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$13.6K
1,765
+0%
增持
XLP
SELECT SECTOR SPDR TR
+$13.5K
2,917
+0%
减持
DHS
WISDOMTREE TR
-$12.2K
3,964
-9%
减持
IWN
ISHARES TR
-$11.9K
2,631
-7%
增持
ITA
ISHARES TR
+$10.5K
1,062
+3%
增持
VTV
VANGUARD INDEX FDS
+$9.6K
1,280
+1%
增持
XLI
SELECT SECTOR SPDR TR
+$9.6K
1,366
+0%
增持
BX
BLACKSTONE INC
+$7.9K
2,757
+37%
减持
FIDU
FIDELITY COVINGTON TRUST
-$1.9K
5,710
-5%
增持
IBB
ISHARES TR
+$547
3,030
+0%
增持
AGG
ISHARES TR
+$65
2,427
+1%