13F 机构持仓

Maia Wealth LLC

DENVER CO · SEC CIK 0002010858

2026Q22026Q1 更早 9 个季度 🔒
$5.91亿2026Q1 申报市值
349持仓数
21.5%前十大占比 · 第一大 4.5%
23 / 13新建仓 / 清仓
申报市值走势$6.79亿2026Q2
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

FNDF 4.5%
SPYM 4.2%
EFV 2.0%
IVV 1.7%
DYNF 1.6%
MSFT 1.6%
IVE 1.6%
GOOGL 1.5%
IVW 1.4%
IEMG 1.4%

2026Q1 买入最多 按季末市值估算

FNDF 加仓+$712.42万
FIRST TR EXCHANG 新建仓+$470.60万
FIRST TR EXCHNG 新建仓+$245.42万
FIRST TR EXCHNG 新建仓+$243.97万
CORO 新建仓+$219.44万

2026Q1 卖出最多 按季末市值估算

XLG 减仓-$317.17万
FSK 减仓-$262.14万
EFV 减仓-$174.26万
IEMG 减仓-$170.42万
DYNF 减仓-$116.95万

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
NULG NUSHARES ETF TR $75.98万0.13%8,355 00.0% — 不变
FTCB FIRST TR EXCHANGE-TRADED FD $76.48万0.13%36,486 -14,783-28.8% -$30.99万 减仓
BAC BANK AMERICA CORP $77.11万0.13%15,817 -147-0.9% -$7,166 减仓
AOA ISHARES TR $79.75万0.13%9,013 -336-3.6% -$2.97万 减仓
— FIRST TR EXCHANGE-TRADED FD $79.92万0.14%28,081 2,87011.4% $8.17万 加仓
EPD ENTERPRISE PRODS PARTNERS L $80.59万0.14%21,298 -1,642-7.2% -$6.21万 减仓
LIN LINDE PLC $81.07万0.14%1,635 28220.8% $13.98万 加仓
SPDW SPDR INDEX SHS FDS $81.16万0.14%17,780 -668-3.6% -$3.05万 减仓
WMT WALMART INC $82.18万0.14%6,613 110.2% $1,367 加仓
— INNOVATOR ETFS TRUST $82.84万0.14%33,550 00.0% — 不变
SO SOUTHERN CO $84.43万0.14%8,748 3,06153.8% $29.54万 加仓
GSBD GOLDMAN SACHS BDC INC $84.80万0.14%95,500 -13,958-12.8% -$12.39万 减仓
ET ENERGY TRANSFER L P $86.60万0.15%44,870 9592.2% $1.85万 加仓
PWB INVESCO EXCHANGE TRADED FD T $87.42万0.15%6,942 87214.4% $10.98万 加仓
HD HOME DEPOT INC $89.38万0.15%2,718 -166-5.8% -$5.46万 减仓
IFRA ISHARES TR $89.81万0.15%15,701 -573-3.5% -$3.28万 减仓
QQQ INVESCO QQQ TR $91.45万0.15%1,584 -49-3.0% -$2.83万 减仓
GRNY TIDAL TRUST I $92.27万0.16%38,655 -597-1.5% -$1.43万 减仓
SDVD FIRST TR EXCH TRADED FD III $94.08万0.16%43,356 3,0487.6% $6.61万 加仓
TMUS T-MOBILE US INC $96.85万0.16%4,611 1,15233.3% $24.20万 加仓
SCI SERVICE CORP INTL $97.96万0.17%11,873 00.0% — 不变
CMBS ISHARES TR $98.31万0.17%20,174 4,88031.9% $23.78万 加仓
VTI VANGUARD INDEX FDS $99.61万0.17%3,105 1485.0% $4.75万 加仓
DIS DISNEY WALT CO $100.83万0.17%10,462 -3,419-24.6% -$32.95万 减仓
VGT VANGUARD WORLD FD $100.88万0.17%1,446 433.1% $3.00万 加仓
BLCR BLACKROCK ETF TRUST $106.90万0.18%26,036 26,036— $106.90万 新建仓
SCHP SCHWAB STRATEGIC TR $108.22万0.18%40,668 9,35029.9% $24.88万 加仓
VEA VANGUARD TAX-MANAGED FDS $109.77万0.19%17,130 -1,239-6.7% -$7.94万 减仓
NEE NEXTERA ENERGY INC $111.36万0.19%11,990 1,84718.2% $17.15万 加仓
VCIT VANGUARD SCOTTSDALE FDS $111.73万0.19%13,502 3542.7% $2.93万 加仓
VFLO VICTORY PORTFOLIOS II $112.94万0.19%28,606 10,10154.6% $39.88万 加仓
— FIRST TR EXCHNG TRADED FD VI $116.07万0.20%49,604 49,604— $116.07万 新建仓
SCIO FIRST TR EXCHANGE-TRADED FD $116.23万0.20%56,314 56,314— $116.23万 新建仓
KO COCA COLA CO $117.40万0.20%15,437 2,97723.9% $22.64万 加仓
PG PROCTER & GAMBLE CO $117.65万0.20%8,145 1,54023.3% $22.24万 加仓
— FIRST TR EXCHNG TRADED FD VI $118.95万0.20%35,194 -23,615-40.2% -$79.81万 重新持有
ESGE ISHARES INC $120.07万0.20%26,407 -2,631-9.1% -$11.96万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $120.13万0.20%4,103 -823-16.7% -$24.10万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $120.28万0.20%21,221 2,14211.2% $12.14万 加仓
USMV ISHARES TR $121.07万0.20%13,055 -371-2.8% -$3.44万 减仓
IEFA ISHARES TR $124.57万0.21%13,760 2481.8% $2.25万 加仓
COR CENCORA INC $126.94万0.21%4,041 -721-15.1% -$22.65万 减仓
FTLS FIRST TR EXCH TRADED FD III $127.33万0.22%18,097 6023.4% $4.24万 加仓
— FIRST TR EXCH TRADED FD III $128.02万0.22%15,582 1,2488.7% $10.25万 加仓
MO ALTRIA GROUP INC $129.47万0.22%19,620 3,42721.2% $22.61万 加仓
SYK STRYKER CORPORATION $132.77万0.22%4,041 1,02934.2% $33.81万 加仓
FTGS FIRST TR EXCHANGE-TRADED FD $132.77万0.22%38,998 -1,401-3.5% -$4.77万 减仓
GSIE GOLDMAN SACHS ETF TR $133.99万0.23%31,067 -780-2.4% -$3.36万 减仓
QDEC FIRST TR EXCHNG TRADED FD VI $135.51万0.23%43,074 -1,018-2.3% -$3.20万 减仓
AVDV AMERICAN CENTY ETF TR $135.82万0.23%13,601 600.4% $5,992 加仓
AVUV AMERICAN CENTY ETF TR $141.29万0.24%12,790 4,28150.3% $47.29万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $141.54万0.24%32,471 -3,296-9.2% -$14.37万 减仓
IAGG ISHARES TR $141.81万0.24%28,340 -602-2.1% -$3.01万 减仓
— FIRST TR EXCHNG TRADED FD VI $144.02万0.24%65,495 -1,069-1.6% -$2.35万 减仓
— DIMENSIONAL ETF TRUST $146.88万0.25%37,797 -3,386-8.2% -$13.16万 减仓
IAU ISHARES GOLD TR $149.90万0.25%17,003 -1,078-6.0% -$9.50万 减仓
FTSM FIRST TR EXCHANGE-TRADED FD $151.15万0.26%25,284 -1,517-5.7% -$9.07万 减仓
KR KROGER CO $154.69万0.26%21,377 4,96530.3% $35.93万 加仓
MBB ISHARES TR $158.55万0.27%16,698 -853-4.9% -$8.10万 减仓
GLDM WORLD GOLD TR $158.78万0.27%17,130 -6,027-26.0% -$55.86万 减仓
IQV IQVIA HLDGS INC $161.20万0.27%9,453 -2,754-22.6% -$46.96万 减仓
SCHV SCHWAB STRATEGIC TR $162.29万0.27%53,209 5601.1% $1.71万 加仓
ETN EATON CORP PLC $166.10万0.28%4,644 1,09430.8% $39.13万 加仓
GSLC GOLDMAN SACHS ETF TR $167.68万0.28%13,401 -249-1.8% -$3.12万 减仓
CVX CHEVRON CORPORATION $170.76万0.29%8,253 -188-2.2% -$3.89万 减仓
MGNR AMERICAN BEACON SELECT FUNDS $172.47万0.29%33,437 3,33411.1% $17.20万 加仓
IYW ISHARES TR $174.69万0.30%9,629 -449-4.5% -$8.15万 减仓
COP CONOCOPHILLIPS $176.80万0.30%13,394 1,58713.4% $20.95万 加仓
QSPT FIRST TR EXCHNG TRADED FD VI $179.16万0.30%58,519 -1,389-2.3% -$4.25万 减仓
XLK SELECT SECTOR SPDR TR $185.18万0.31%13,934 1341.0% $1.78万 加仓
MMM 3M CO $186.79万0.32%12,862 3,17532.8% $46.11万 加仓
ABT ABBOTT LABORATORIES $188.82万0.32%18,391 4,50832.5% $46.28万 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $191.22万0.32%38,390 -1,062-2.7% -$5.29万 减仓
VUG VANGUARD INDEX FDS $192.09万0.32%4,398 -390-8.1% -$17.03万 减仓
FLBL FRANKLIN TEMPLETON ETF TR $194.18万0.33%84,426 21,02433.2% $48.36万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $195.15万0.33%40,064 1,2313.2% $6.00万 加仓
ACWX ISHARES TR $197.36万0.33%28,825 28,825— $197.36万 新建仓
— FIRST TR EXCHANGE-TRADED FD $197.94万0.33%118,067 -1,666-1.4% -$2.79万 减仓
GE GE AEROSPACE $199.14万0.34%7,018 1,64930.7% $46.79万 加仓
— FIRST TR EXCHNG TRADED FD VI $199.51万0.34%92,704 -1,613-1.7% -$3.47万 减仓
LMT LOCKHEED MARTIN CORP $199.60万0.34%3,302 180.5% $1.09万 加仓
MA MASTERCARD INCORPORATED $202.28万0.34%4,048 -727-15.2% -$36.33万 减仓
— FIRST TR EXCHNG TRADED FD VI $209.08万0.35%62,172 -1,210-1.9% -$4.07万 减仓
— INNOVATOR ETFS TRUST $209.12万0.35%79,332 -4,821-5.7% -$12.71万 减仓
BKNG BOOKING HOLDINGS INC $215.94万0.37%513 -110-17.7% -$46.30万 减仓
GOOG ALPHABET INC $216.37万0.37%7,543 550.7% $1.58万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $216.60万0.37%77,356 -1,000-1.3% -$2.80万 减仓
CORO BLACKROCK ETF TRUST $219.44万0.37%68,249 68,249— $219.44万 新建仓
TBIL RBB FD INC $219.92万0.37%44,107 -2,969-6.3% -$14.80万 减仓
SPY STATE STR SPDR S&P 500 ETF T $226.14万0.38%3,477 -253-6.8% -$16.45万 减仓
SPEM SPDR INDEX SHS FDS $227.69万0.39%48,538 10,27526.9% $48.20万 加仓
— EA SERIES TRUST $229.26万0.39%71,325 4,4446.6% $14.28万 加仓
SCHZ SCHWAB STRATEGIC TR $230.90万0.39%99,439 -4,788-4.6% -$11.12万 减仓
SHLD GLOBAL X FDS $231.41万0.39%32,666 3,12910.6% $22.17万 加仓
FJAN FIRST TR EXCHNG TRADED FD VI $233.89万0.40%46,397 -840-1.8% -$4.23万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $234.03万0.40%69,302 -1,214-1.7% -$4.10万 减仓
MUB ISHARES TR $238.87万0.40%22,503 180.1% $1,911 加仓
SMIZ ZACKS TRUST $239.16万0.40%64,516 19,10542.1% $70.82万 加仓
— FIRST TR EXCHNG TRADED FD VI $243.97万0.41%102,725 102,725— $243.97万 新建仓
— FIRST TR EXCHNG TRADED FD VI $245.42万0.42%74,806 74,806— $245.42万 新建仓