13F 机构持仓

Maltin Wealth Management, Inc.

RIDGEWOOD NJ · SEC CIK 0001764260

2026Q22026Q1 更早 9 个季度 🔒
$2.99亿2026Q2 申报市值
146持仓数
32.7%前十大占比 · 第一大 4.6%
15 / 7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 3.9%
VSS 3.4%
GMOI 3.4%
FIRST TR EXCHN 3.4%
HDV 3.2%
INNOVATOR ETFS 2.9%
BAB 2.7%
IAU 2.6%
SCHO 2.5%

2026Q2 买入最多 按季末市值估算

SCHO 加仓+$241.16万
GOOGL 加仓+$232.18万
SNDK 新建仓+$157.80万
HAPN 加仓+$141.61万
IEI 加仓+$140.89万

2026Q2 卖出最多 按季末市值估算

DDEC 清仓-$67.31万
FTEC 减仓-$57.60万
GDX 减仓-$45.37万
FENY 减仓-$33.79万
DSEP 清仓-$30.03万

2026Q2 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 $157.04万0.53%16,605 2,08514.4% $19.72万 加仓
IJR ISHARES TR $157.12万0.53%10,594 -13-0.1% -$1,928 减仓
SNDK SANDISK CORP $157.80万0.53%694 694— $157.80万 新建仓
— INVESCO EXCHANGE TRADED FD T $161.11万0.54%14,384 1,1798.9% $13.21万 加仓
HAPN HAPPEN INC $162.35万0.54%78,279 68,279682.8% $141.61万 加仓
XLE SELECT SECTOR SPDR TR $167.15万0.56%31,472 1,9476.6% $10.34万 加仓
UPS UNITED PARCEL SVCS INC $169.49万0.57%15,767 30.0% $322 加仓
YEXT YEXT INC $183.74万0.61%393,439 00.0% — 不变
BAPR INNOVATOR ETFS TRUST $199.69万0.67%37,494 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $224.66万0.75%3 00.0% — 不变
XLK SELECT SECTOR SPDR TR $232.81万0.78%12,220 70.1% $1,334 加仓
IYW ISHARES TR $239.86万0.80%9,510 -25-0.3% -$6,306 减仓
VBIL VANGUARD INSTL INDEX FD $248.25万0.83%32,802 13,02365.8% $98.56万 加仓
BTT BLACKROCK MUN TARGET TERM TR $267.55万0.89%117,605 -6,633-5.3% -$15.09万 减仓
GOOG ALPHABET INC $283.18万0.95%8,015 3,66184.1% $129.35万 加仓
SCHP SCHWAB STRATEGIC TR $320.62万1.07%120,991 14,13813.2% $37.47万 加仓
AAPL APPLE INC $332.22万1.11%11,481 890.8% $2.58万 加仓
FENY FIDELITY COVINGTON TRUST $335.55万1.12%113,515 -11,431-9.1% -$33.79万 减仓
ITOT ISHARES TR $337.45万1.13%20,543 -1,689-7.6% -$27.74万 减仓
FDIS FIDELITY COVINGTON TRUST $343.34万1.15%33,386 -386-1.1% -$3.97万 减仓
FCOM FIDELITY COVINGTON TRUST $359.19万1.20%51,696 1,5763.1% $10.95万 加仓
GOOGL ALPHABET INC $361.16万1.21%10,106 6,497180.0% $232.18万 加仓
STIP ISHARES TR $376.10万1.26%36,814 5,08016.0% $51.90万 加仓
VEA VANGUARD TAX-MANAGED FDS $379.37万1.27%53,245 6861.3% $4.89万 加仓
— FIRST TR EXCHNG TRADED FD VI $379.61万1.27%101,897 4,9095.1% $18.29万 加仓
— INVESCO EXCHANGE TRADED FD T $380.79万1.27%98,546 20,42326.1% $78.92万 加仓
FTEC FIDELITY COVINGTON TRUST $390.80万1.31%13,684 -2,017-12.8% -$57.60万 减仓
IEI ISHARES TR $406.58万1.36%34,617 11,99653.0% $140.89万 加仓
RSP INVESCO EXCHANGE TRADED FD T $416.51万1.39%19,576 -1,162-5.6% -$24.72万 减仓
FNCL FIDELITY COVINGTON TRUST $418.75万1.40%54,696 1,4332.7% $10.97万 加仓
FUTY FIDELITY COVINGTON TRUST $419.97万1.40%71,888 6811.0% $3.98万 加仓
VO VANGUARD INDEX FDS $425.52万1.42%52,813 3,4377.0% $27.69万 加仓
— FIRST TR EXCHNG TRADED FD VI $430.85万1.44%160,766 -4,390-2.7% -$11.77万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $434.13万1.45%32,580 5,03818.3% $67.13万 加仓
BUFP PGIM ROCK ETF TR $456.28万1.53%142,365 -754-0.5% -$2.42万 减仓
IJK ISHARES TR $462.77万1.55%39,385 1,4023.7% $16.47万 加仓
FHLC FIDELITY COVINGTON TRUST $477.78万1.60%61,848 5,3029.4% $40.96万 加仓
BJAN INNOVATOR ETFS TRUST $500.26万1.67%84,977 00.0% — 不变
— INNOVATOR ETFS TRUST $514.96万1.72%140,219 -4,353-3.0% -$15.99万 减仓
VIS VANGUARD WORLD FD $600.19万2.01%16,654 -429-2.5% -$15.46万 减仓
PIE INVESCO EXCH TRADED FD TR II $601.93万2.01%180,244 -1,180-0.7% -$3.94万 减仓
VWO VANGUARD INTL EQUITY INDEX F $649.50万2.17%108,812 4,3994.2% $26.26万 加仓
VOE VANGUARD INDEX FDS $665.04万2.22%33,656 9192.8% $18.16万 加仓
SCHO SCHWAB STRATEGIC TR $753.37万2.52%312,086 99,90147.1% $241.16万 加仓
IAU ISHARES GOLD TR $777.48万2.60%102,963 2,0342.0% $15.36万 加仓
BAB INVESCO EXCH TRADED FD TR II $805.46万2.69%300,098 9,8843.4% $26.53万 加仓
— INNOVATOR ETFS TRUST $876.45万2.93%308,827 3,9181.3% $11.12万 加仓
HDV ISHARES TR $956.78万3.20%349,061 29,5719.3% $81.05万 加仓
— FIRST TR EXCHNG TRADED FD VI $1,012.46万3.39%437,348 -12,153-2.7% -$28.13万 减仓
GMOI GMO ETF TRUST $1,020.99万3.41%272,404 10,6074.1% $39.76万 加仓
VSS VANGUARD INTL EQUITY INDEX F $1,023.85万3.42%66,359 3,4375.5% $53.03万 加仓
SDCI USCF ETF TR $1,169.11万3.91%442,173 13,3983.1% $35.42万 加仓
PXF INVESCO EXCH TRADED FD TR II $1,375.34万4.60%181,827 10,2936.0% $77.86万 加仓