Maltin Wealth Management, Inc.
RIDGEWOOD NJ · SEC CIK 0001764260
$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
26Q126Q2
前十大持仓 占组合比例
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 | 8,375 | 136.3% | $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 | 5,954 | 82.1% | $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 | 2,000 | 0.5% | $7,680 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $155.08万 | 0.59% | 15,764 | 619 | 4.1% | $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 | 0 | 0.0% | — | 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 | 3,423 | 3.3% | $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 | 8,382 | 12.0% | $32.41万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $305.11万 | 1.17% | 27,542 | 1,021 | 3.8% | $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 | 1,848 | 9.1% | $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 | 1,274 | 4.2% | $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 | 333 | 0.6% | $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 | 667 | 5.7% | $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 | 1,567 | 4.3% | $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 | 14,498 | 25.6% | $85.64万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $425.07万 | 1.62% | 124,946 | 13,580 | 12.2% | $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 | 1,649 | 2.0% | $8.79万 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $472.25万 | 1.80% | 181,424 | 14,932 | 9.0% | $38.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $501.55万 | 1.92% | 144,572 | 113,874 | 370.9% | $395.05万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $514.97万 | 1.97% | 212,185 | 4,300 | 2.1% | $10.44万 | 加仓 |
| VIS | VANGUARD WORLD FD | $533.36万 | 2.04% | 17,083 | 5 | 0.0% | $1,561 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $564.35万 | 2.16% | 104,413 | 10,617 | 11.3% | $57.38万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $603.28万 | 2.31% | 32,737 | 610 | 1.9% | $11.24万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $782.42万 | 2.99% | 290,214 | 9,878 | 3.5% | $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 | 6,341 | 11.0% | $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 | 6,107 | 10.7% | $89.03万 | 加仓 |
| GMOI | GMO ETF TRUST | $948.49万 | 3.63% | 261,797 | 101,887 | 63.7% | $369.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $967.38万 | 3.70% | 449,501 | 418,469 | 1,348.5% | $900.59万 | 加仓 |
| SDCI | USCF ETF TR | $1,167.98万 | 4.46% | 428,775 | 17,294 | 4.2% | $47.11万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $1,199.02万 | 4.58% | 171,534 | 60,518 | 54.5% | $423.02万 | 加仓 |