13F 机构持仓

Maltin Wealth Management, Inc.

RIDGEWOOD NJ · SEC CIK 0001764260

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q1 申报市值
136持仓数
34.9%前十大占比 · 第一大 4.6%
18 / 12新建仓 / 清仓
申报市值走势$2.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PXF 4.6%
SDCI 4.5%
FIRST TR EXCHN 3.7%
GMOI 3.6%
VSS 3.5%
IAU 3.4%
HDV 3.3%
INNOVATOR ETFS 3.0%
BAB 3.0%
VOE 2.3%

2026Q1 买入最多 按季末市值估算

FIRST TR EXCHNG 加仓+$900.59万
INNOVATOR ETFS T 新建仓+$783.58万
PXF 加仓+$423.02万
INNOVATOR ETFS T 加仓+$395.05万
GMOI 加仓+$369.14万

2026Q1 卖出最多 按季末市值估算

FIRST TR EXCHNG 减仓-$920.50万
INNOVATOR ETFS T 清仓-$679.78万
FIRST TR EXCHNG 减仓-$582.07万
DBEF 减仓-$394.12万
HEFA 减仓-$146.86万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— INNOVATOR ETFS TRUST $00.00%0 -240,266-100.0% -$679.78万 清仓
KAPR INNOVATOR ETFS TRUST $00.00%0 -18,479-100.0% -$64.92万 清仓
IVV ISHARES TR $00.00%0 -554-100.0% -$37.97万 清仓
FJUN FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -1,342-100.0% -$29.50万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -2,501-100.0% -$29.31万 清仓
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -19,177-100.0% -$28.19万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -8,864-100.0% -$23.95万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -1,096-100.0% -$22.68万 清仓
V VISA INC $00.00%0 —— — 申报中断
BLK BLACKROCK INC $00.00%0 -202-100.0% -$21.61万 清仓
ORCL ORACLE CORP $00.00%0 -1,102-100.0% -$21.48万 清仓
DIS DISNEY WALT CO $00.00%0 -1,859-100.0% -$21.15万 清仓
T AT&T INC $00.00%0 -8,279-100.0% -$20.56万 清仓
NB NIOCORP DEVS LTD $4.46万0.02%10,000 10,000— $4.46万 新建仓
IBRX IMMUNITYBIO INC $10.09万0.04%13,150 00.0% — 不变
TRVI TREVI THERAPEUTICS INC $12.60万0.05%10,560 10,560— $12.60万 新建仓
HAPN LENDINGCLUB ISSUANCE TR SER $14.32万0.05%10,000 00.0% — 不变
— PIMCO NEW YORK MUN FD II $15.02万0.06%21,924 21,924— $15.02万 新建仓
DMAR FIRST TR EXCHNG TRADED FD VI $20.68万0.08%4,878 -15,314-75.8% -$64.93万 减仓
— EXXON MOBIL CORP $20.94万0.08%1,234 1,234— $20.94万 新建仓
EOG EOG RES INC $21.13万0.08%1,462 1,462— $21.13万 新建仓
SPY STATE STR SPDR S&P 500 ETF T $21.18万0.08%326 -260-44.4% -$16.89万 减仓
XOP SPDR SERIES TRUST $21.76万0.08%1,197 1,197— $21.76万 新建仓
XLI SELECT SECTOR SPDR TR $22.09万0.08%1,366 40.3% $647 加仓
ITA ISHARES TR $23.23万0.09%1,062 292.8% $6,343 加仓
XLP SELECT SECTOR SPDR TR $23.91万0.09%2,917 130.4% $1,066 加仓
AGG ISHARES TR $24.09万0.09%2,427 160.7% $1,588 加仓
VT VANGUARD INTL EQUITY INDEX F $24.09万0.09%1,742 1,742— $24.09万 新建仓
QQQ INVESCO QQQ TR $24.72万0.09%428 00.0% — 不变
VTV VANGUARD INDEX FDS $25.11万0.10%1,280 151.2% $2,943 加仓
EFA ISHARES TR $25.55万0.10%2,631 2,631— $25.55万 新建仓
XLV SELECT SECTOR SPDR TR $25.87万0.10%1,765 60.3% $879 加仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $25.88万0.10%16,102 16,102— $25.88万 新建仓
SPYG SPDR SERIES TRUST $26.08万0.10%2,664 -246-8.5% -$2.41万 减仓
DIA STATE STR SPDR DOW JONES IND $26.12万0.10%564 00.0% — 不变
VOO VANGUARD INDEX FDS $26.23万0.10%439 -75-14.6% -$4.48万 减仓
LIN LINDE PLC $26.31万0.10%531 00.0% — 不变
FVD FIRST TR EXCHANGE-TRADED FD $26.41万0.10%5,615 00.0% — 不变
SCZ ISHARES TR $26.66万0.10%3,400 00.0% — 不变
— INVESCO DB US DLR INDEX TR $26.91万0.10%14,950 14,950— $26.91万 新建仓
MS MORGAN STANLEY $28.79万0.11%1,749 -3-0.2% -$494 减仓
DBC INVESCO DB COMMDY INDX TRCK $29.30万0.11%10,122 -2,029-16.7% -$5.87万 减仓
MA MASTERCARD INCORPORATED $29.51万0.11%591 10.2% $499 加仓
DSEP FIRST TR EXCHNG TRADED FD VI $30.03万0.11%6,831 00.0% — 不变
VST VISTRA CORP $30.11万0.12%2,003 2,003— $30.11万 新建仓
ABBV ABBVIE INC $31.50万0.12%1,448 40.3% $870 加仓
IYC ISHARES TR $31.68万0.12%3,269 40.1% $388 加仓
BX BLACKSTONE INC $31.70万0.12%2,757 75137.4% $8.64万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $32.10万0.12%4,269 00.0% — 不变
— KRANESHARES TRUST $32.14万0.12%21,684 4,60026.9% $6.82万 加仓
IMNM IMMUNOME INC $32.80万0.13%15,000 15,000— $32.80万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $32.92万0.13%687 -114-14.2% -$5.46万 减仓
KJAN INNOVATOR ETFS TRUST $33.10万0.13%7,933 7,933— $33.10万 新建仓
MSFT MICROSOFT CORP $34.13万0.13%922 10.1% $370 加仓
HEFA ISHARES TR $34.62万0.13%8,147 -34,558-80.9% -$146.86万 减仓
VFH VANGUARD WORLD FD $39.24万0.15%3,248 250.8% $3,020 加仓
LLY ELI LILLY & CO $40.65万0.16%442 00.0% — 不变
PAUG INNOVATOR ETFS TRUST $41.34万0.16%9,678 -3,903-28.7% -$16.67万 减仓
FDN FIRST TR EXCHANGE-TRADED FD $41.77万0.16%1,785 00.0% — 不变
PH PARKER-HANNIFIN CORP $42.37万0.16%473 00.0% — 不变
GLD SPDR GOLD TR $42.68万0.16%992 00.0% — 不变
MDYG SPDR SERIES TRUST $42.75万0.16%4,455 3067.4% $2.94万 加仓
DHS WISDOMTREE TR $43.29万0.17%3,964 -408-9.3% -$4.46万 减仓
VOX VANGUARD WORLD FD $46.74万0.18%2,599 -114-4.2% -$2.05万 减仓
FIDU FIDELITY COVINGTON TRUST $49.40万0.19%5,710 -303-5.0% -$2.62万 减仓
VYM VANGUARD WHITEHALL FDS $49.48万0.19%3,341 140.4% $2,073 加仓
— PGIM ROCK ETF TR $49.54万0.19%16,724 16,724— $49.54万 新建仓
IWN ISHARES TR $49.88万0.19%2,631 -187-6.6% -$3.55万 减仓
IBB ISHARES TR $51.16万0.20%3,030 20.1% $338 加仓
BNOV INNOVATOR ETFS TRUST $52.64万0.20%12,236 12,236— $52.64万 新建仓
— FIRST TR EXCHNG TRADED FD VI $53.82万0.21%24,554 12,405102.1% $27.19万 加仓
BAC BANK AMERICA CORP $56.94万0.22%11,681 3,40241.1% $16.58万 加仓
BMAY INNOVATOR ETFS TRUST $60.19万0.23%13,414 -12,771-48.8% -$57.31万 减仓
META META PLATFORMS INC $61.94万0.24%1,083 50186.1% $28.65万 加仓
XGDVX GABELLI DIVID & INCOME TR $62.74万0.24%23,299 -256-1.1% -$6,894 减仓
DBEF DBX ETF TR $63.75万0.24%12,906 -79,782-86.1% -$394.12万 减仓
UJAN INNOVATOR ETFS TRUST $64.25万0.25%15,113 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $65.07万0.25%5,430 -78-1.4% -$9,347 减仓
DDEC FIRST TR EXCHNG TRADED FD VI $67.31万0.26%15,200 15,200— $67.31万 新建仓
IEFA ISHARES TR $67.56万0.26%7,463 -274-3.5% -$2.48万 减仓
VUG VANGUARD INDEX FDS $71.21万0.27%1,630 -24-1.5% -$1.05万 减仓
GS GOLDMAN SACHS GROUP INC $81.53万0.31%964 50.5% $4,229 加仓
IJH ISHARES TR $83.98万0.32%12,436 900.7% $6,078 加仓
AMZN AMAZON COM INC $84.27万0.32%4,046 48813.7% $10.16万 加仓
IXJ ISHARES TR $84.91万0.32%9,078 330.4% $3,087 加仓
NVDA NVIDIA CORPORATION $88.01万0.34%5,047 5,047— $88.01万 新建仓
EQL ALPS ETF TR $99.01万0.38%20,818 720.3% $3,424 加仓
JPM JPMORGAN CHASE & CO $100.26万0.38%3,408 -102-2.9% -$3.00万 减仓
— PROSHARES TR $100.90万0.39%31,345 7,63432.2% $24.57万 加仓
GOOGL ALPHABET INC $103.78万0.40%3,609 20.1% $575 加仓
BOCT INNOVATOR ETFS TRUST $112.64万0.43%23,473 00.0% — 不变
BSEP INNOVATOR ETFS TRUST $114.60万0.44%23,834 00.0% — 不变
VPU VANGUARD WORLD FD $116.36万0.44%5,873 85717.1% $16.98万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $116.97万0.45%1,897 00.0% — 不变
VTIP VANGUARD MALVERN FDS $120.77万0.46%24,178 -2,260-8.5% -$11.29万 减仓
— DIREXION SHARES ETF TRUST $123.62万0.47%124,238 24,77224.9% $24.65万 加仓
GOOG ALPHABET INC $124.90万0.48%4,354 -642-12.9% -$18.42万 减仓
IJR ISHARES TR $131.85万0.50%10,607 3323.2% $4.13万 加仓
FFEB FIRST TR EXCHNG TRADED FD VI $134.55万0.51%24,091 -500-2.0% -$2.79万 减仓