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
IEF ISHARES TR $138.58万0.53%14,520 8,375136.3% $79.93万 加仓
BJUN INNOVATOR ETFS TRUST $140.69万0.54%30,417 -1,300-4.1% -$6.01万 减仓
— INVESCO EXCHANGE TRADED FD T $143.35万0.55%13,205 5,95482.1% $64.63万 加仓
VBIL VANGUARD INSTL INDEX FD $149.63万0.57%19,779 -18,000-47.6% -$136.17万 减仓
YEXT YEXT INC $151.08万0.58%393,439 2,0000.5% $7,680 加仓
UPS UNITED PARCEL SVCS INC $155.08万0.59%15,764 6194.1% $6.09万 加仓
XLK SELECT SECTOR SPDR TR $162.32万0.62%12,213 -62-0.5% -$8,240 减仓
IYW ISHARES TR $172.98万0.66%9,535 -297-3.0% -$5.39万 减仓
XLE SELECT SECTOR SPDR TR $180.87万0.69%29,525 -3,034-9.3% -$18.59万 减仓
BAPR INNOVATOR ETFS TRUST $183.65万0.70%37,494 -2,401-6.0% -$11.76万 减仓
GDX VANECK ETF TRUST $205.18万0.78%22,358 -127-0.6% -$1.17万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $215.44万0.82%3 00.0% — 不变
IEI ISHARES TR $268.28万1.03%22,621 -3,416-13.1% -$40.51万 减仓
BTT BLACKROCK MUN TARGET TERM TR $282.02万1.08%124,238 -6,769-5.2% -$15.37万 减仓
SCHP SCHWAB STRATEGIC TR $284.34万1.09%106,853 3,4233.3% $9.11万 加仓
AAPL APPLE INC $289.11万1.10%11,392 -6-0.1% -$1,523 减仓
— INVESCO EXCHANGE TRADED FD T $302.06万1.15%78,123 8,38212.0% $32.41万 加仓
AIRR FIRST TR EXCHANGE TRADED FD $305.11万1.17%27,542 1,0213.8% $11.31万 加仓
FDIS FIDELITY COVINGTON TRUST $314.96万1.20%33,772 -1,174-3.4% -$10.95万 减仓
ITOT ISHARES TR $316.66万1.21%22,232 1,8489.1% $26.32万 加仓
FTEC FIDELITY COVINGTON TRUST $326.66万1.25%15,701 -815-4.9% -$16.96万 减仓
STIP ISHARES TR $328.22万1.25%31,734 1,2744.2% $13.18万 加仓
— FIRST TR EXCHNG TRADED FD VI $334.90万1.28%96,988 -266,577-73.3% -$920.50万 减仓
VEA VANGUARD TAX-MANAGED FDS $336.80万1.29%52,559 3330.6% $2.13万 加仓
FCOM FIDELITY COVINGTON TRUST $341.42万1.30%50,120 -8,244-14.1% -$56.16万 减仓
VO VANGUARD INDEX FDS $354.49万1.35%12,344 6675.7% $19.15万 加仓
FNCL FIDELITY COVINGTON TRUST $373.91万1.43%53,263 -3,367-5.9% -$23.64万 减仓
IJK ISHARES TR $382.19万1.46%37,983 1,5674.3% $15.77万 加仓
FHLC FIDELITY COVINGTON TRUST $397.86万1.52%56,546 -2,319-3.9% -$16.32万 减仓
RSP INVESCO EXCHANGE TRADED FD T $398.00万1.52%20,738 -643-3.0% -$12.34万 减仓
FUTY FIDELITY COVINGTON TRUST $420.62万1.61%71,207 14,49825.6% $85.64万 加仓
FENY FIDELITY COVINGTON TRUST $425.07万1.62%124,946 13,58012.2% $46.20万 加仓
— FIRST TR EXCHNG TRADED FD VI $425.28万1.63%165,156 -226,047-57.8% -$582.07万 减仓
BUFP PGIM ROCK ETF TR $425.35万1.63%143,119 -608-0.4% -$1.81万 减仓
BJAN INNOVATOR ETFS TRUST $453.18万1.73%84,977 1,6492.0% $8.79万 加仓
PIE INVESCO EXCH TRADED FD TR II $472.25万1.80%181,424 14,9329.0% $38.87万 加仓
— INNOVATOR ETFS TRUST $501.55万1.92%144,572 113,874370.9% $395.05万 加仓
SCHO SCHWAB STRATEGIC TR $514.97万1.97%212,185 4,3002.1% $10.44万 加仓
VIS VANGUARD WORLD FD $533.36万2.04%17,083 50.0% $1,561 加仓
VWO VANGUARD INTL EQUITY INDEX F $564.35万2.16%104,413 10,61711.3% $57.38万 加仓
VOE VANGUARD INDEX FDS $603.28万2.31%32,737 6101.9% $11.24万 加仓
BAB INVESCO EXCH TRADED FD TR II $782.42万2.99%290,214 9,8783.5% $26.63万 加仓
— INNOVATOR ETFS TRUST $783.58万2.99%304,909 304,909— $783.58万 新建仓
HDV ISHARES TR $867.23万3.31%63,898 6,34111.0% $86.06万 加仓
IAU ISHARES GOLD TR $889.79万3.40%100,929 -4,631-4.4% -$40.83万 减仓
VSS VANGUARD INTL EQUITY INDEX F $917.33万3.51%62,922 6,10710.7% $89.03万 加仓
GMOI GMO ETF TRUST $948.49万3.63%261,797 101,88763.7% $369.14万 加仓
— FIRST TR EXCHNG TRADED FD VI $967.38万3.70%449,501 418,4691,348.5% $900.59万 加仓
SDCI USCF ETF TR $1,167.98万4.46%428,775 17,2944.2% $47.11万 加仓
PXF INVESCO EXCH TRADED FD TR II $1,199.02万4.58%171,534 60,51854.5% $423.02万 加仓