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
QSPT FIRST TR EXCHNG TRADED FD VI $179.16万0.30%58,519 -1,389-2.3% -$4.25万 减仓
COP CONOCOPHILLIPS $176.80万0.30%13,394 1,58713.4% $20.95万 加仓
IYW ISHARES TR $174.69万0.30%9,629 -449-4.5% -$8.15万 减仓
MGNR AMERICAN BEACON SELECT FUNDS $172.47万0.29%33,437 3,33411.1% $17.20万 加仓
CVX CHEVRON CORPORATION $170.76万0.29%8,253 -188-2.2% -$3.89万 减仓
GSLC GOLDMAN SACHS ETF TR $167.68万0.28%13,401 -249-1.8% -$3.12万 减仓
ETN EATON CORP PLC $166.10万0.28%4,644 1,09430.8% $39.13万 加仓
SCHV SCHWAB STRATEGIC TR $162.29万0.27%53,209 5601.1% $1.71万 加仓
IQV IQVIA HLDGS INC $161.20万0.27%9,453 -2,754-22.6% -$46.96万 减仓
GLDM WORLD GOLD TR $158.78万0.27%17,130 -6,027-26.0% -$55.86万 减仓
MBB ISHARES TR $158.55万0.27%16,698 -853-4.9% -$8.10万 减仓
KR KROGER CO $154.69万0.26%21,377 4,96530.3% $35.93万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $151.15万0.26%25,284 -1,517-5.7% -$9.07万 减仓
IAU ISHARES GOLD TR $149.90万0.25%17,003 -1,078-6.0% -$9.50万 减仓
— DIMENSIONAL ETF TRUST $146.88万0.25%37,797 -3,386-8.2% -$13.16万 减仓
— FIRST TR EXCHNG TRADED FD VI $144.02万0.24%65,495 -1,069-1.6% -$2.35万 减仓
IAGG ISHARES TR $141.81万0.24%28,340 -602-2.1% -$3.01万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $141.54万0.24%32,471 -3,296-9.2% -$14.37万 减仓
AVUV AMERICAN CENTY ETF TR $141.29万0.24%12,790 4,28150.3% $47.29万 加仓
AVDV AMERICAN CENTY ETF TR $135.82万0.23%13,601 600.4% $5,992 加仓
QDEC FIRST TR EXCHNG TRADED FD VI $135.51万0.23%43,074 -1,018-2.3% -$3.20万 减仓
GSIE GOLDMAN SACHS ETF TR $133.99万0.23%31,067 -780-2.4% -$3.36万 减仓
FTGS FIRST TR EXCHANGE-TRADED FD $132.77万0.22%38,998 -1,401-3.5% -$4.77万 减仓
SYK STRYKER CORPORATION $132.77万0.22%4,041 1,02934.2% $33.81万 加仓
MO ALTRIA GROUP INC $129.47万0.22%19,620 3,42721.2% $22.61万 加仓
— FIRST TR EXCH TRADED FD III $128.02万0.22%15,582 1,2488.7% $10.25万 加仓
FTLS FIRST TR EXCH TRADED FD III $127.33万0.22%18,097 6023.4% $4.24万 加仓
COR CENCORA INC $126.94万0.21%4,041 -721-15.1% -$22.65万 减仓
IEFA ISHARES TR $124.57万0.21%13,760 2481.8% $2.25万 加仓
USMV ISHARES TR $121.07万0.20%13,055 -371-2.8% -$3.44万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $120.28万0.20%21,221 2,14211.2% $12.14万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $120.13万0.20%4,103 -823-16.7% -$24.10万 减仓
ESGE ISHARES INC $120.07万0.20%26,407 -2,631-9.1% -$11.96万 减仓
— FIRST TR EXCHNG TRADED FD VI $118.95万0.20%35,194 -23,615-40.2% -$79.81万 重新持有
PG PROCTER & GAMBLE CO $117.65万0.20%8,145 1,54023.3% $22.24万 加仓
KO COCA COLA CO $117.40万0.20%15,437 2,97723.9% $22.64万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $116.23万0.20%56,314 56,314— $116.23万 新建仓
— FIRST TR EXCHNG TRADED FD VI $116.07万0.20%49,604 49,604— $116.07万 新建仓
VFLO VICTORY PORTFOLIOS II $112.94万0.19%28,606 10,10154.6% $39.88万 加仓
VCIT VANGUARD SCOTTSDALE FDS $111.73万0.19%13,502 3542.7% $2.93万 加仓
NEE NEXTERA ENERGY INC $111.36万0.19%11,990 1,84718.2% $17.15万 加仓
VEA VANGUARD TAX-MANAGED FDS $109.77万0.19%17,130 -1,239-6.7% -$7.94万 减仓
SCHP SCHWAB STRATEGIC TR $108.22万0.18%40,668 9,35029.9% $24.88万 加仓
BLCR BLACKROCK ETF TRUST $106.90万0.18%26,036 26,036— $106.90万 新建仓
VGT VANGUARD WORLD FD $100.88万0.17%1,446 433.1% $3.00万 加仓
DIS DISNEY WALT CO $100.83万0.17%10,462 -3,419-24.6% -$32.95万 减仓
VTI VANGUARD INDEX FDS $99.61万0.17%3,105 1485.0% $4.75万 加仓
CMBS ISHARES TR $98.31万0.17%20,174 4,88031.9% $23.78万 加仓
SCI SERVICE CORP INTL $97.96万0.17%11,873 00.0% — 不变
TMUS T-MOBILE US INC $96.85万0.16%4,611 1,15233.3% $24.20万 加仓
SDVD FIRST TR EXCH TRADED FD III $94.08万0.16%43,356 3,0487.6% $6.61万 加仓
GRNY TIDAL TRUST I $92.27万0.16%38,655 -597-1.5% -$1.43万 减仓
QQQ INVESCO QQQ TR $91.45万0.15%1,584 -49-3.0% -$2.83万 减仓
IFRA ISHARES TR $89.81万0.15%15,701 -573-3.5% -$3.28万 减仓
HD HOME DEPOT INC $89.38万0.15%2,718 -166-5.8% -$5.46万 减仓
PWB INVESCO EXCHANGE TRADED FD T $87.42万0.15%6,942 87214.4% $10.98万 加仓
ET ENERGY TRANSFER L P $86.60万0.15%44,870 9592.2% $1.85万 加仓
GSBD GOLDMAN SACHS BDC INC $84.80万0.14%95,500 -13,958-12.8% -$12.39万 减仓
SO SOUTHERN CO $84.43万0.14%8,748 3,06153.8% $29.54万 加仓
— INNOVATOR ETFS TRUST $82.84万0.14%33,550 00.0% — 不变
WMT WALMART INC $82.18万0.14%6,613 110.2% $1,367 加仓
SPDW SPDR INDEX SHS FDS $81.16万0.14%17,780 -668-3.6% -$3.05万 减仓
LIN LINDE PLC $81.07万0.14%1,635 28220.8% $13.98万 加仓
EPD ENTERPRISE PRODS PARTNERS L $80.59万0.14%21,298 -1,642-7.2% -$6.21万 减仓
— FIRST TR EXCHANGE-TRADED FD $79.92万0.14%28,081 2,87011.4% $8.17万 加仓
AOA ISHARES TR $79.75万0.13%9,013 -336-3.6% -$2.97万 减仓
BAC BANK AMERICA CORP $77.11万0.13%15,817 -147-0.9% -$7,166 减仓
FTCB FIRST TR EXCHANGE-TRADED FD $76.48万0.13%36,486 -14,783-28.8% -$30.99万 减仓
NULG NUSHARES ETF TR $75.98万0.13%8,355 00.0% — 不变
PM PHILIP MORRIS INTL INC $75.25万0.13%4,551 -170-3.6% -$2.81万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $74.58万0.13%27,470 2,69510.9% $7.32万 加仓
SCHG SCHWAB STRATEGIC TR $74.55万0.13%25,593 -5,166-16.8% -$15.05万 减仓
SBUX STARBUCKS CORP $73.61万0.12%8,216 -3,333-28.9% -$29.86万 减仓
BINC BLACKROCK ETF TRUST II $73.12万0.12%14,080 -1,235-8.1% -$6.41万 减仓
BLV VANGUARD BD INDEX FDS $72.89万0.12%10,597 -1,325-11.1% -$9.11万 减仓
GCOR GOLDMAN SACHS ETF TR $72.54万0.12%17,557 -673-3.7% -$2.78万 减仓
ADBE ADOBE INC $71.88万0.12%2,957 -299-9.2% -$7.27万 减仓
ADSK AUTODESK INC $71.35万0.12%2,980 -995-25.0% -$23.82万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $70.57万0.12%32,718 -3,085-8.6% -$6.65万 减仓
QCOM QUALCOMM INC $69.38万0.12%5,388 -1,381-20.4% -$17.78万 减仓
SPTS SPDR SERIES TRUST $69.06万0.12%23,667 -8,331-26.0% -$24.31万 减仓
FPE FIRST TR EXCH TRADED FD III $69.05万0.12%38,900 -2,383-5.8% -$4.23万 减仓
NFLX NETFLIX INC. $68.71万0.12%7,146 -102-1.4% -$9,807 减仓
ADI ANALOG DEVICES INC $64.55万0.11%2,029 30918.0% $9.83万 加仓
RSP INVESCO EXCHANGE TRADED FD T $64.51万0.11%3,361 -2-0.1% -$384 减仓
VOOG VANGUARD ADMIRAL FDS INC $63.60万0.11%1,560 151.0% $6,116 加仓
AVSC AMERICAN CENTY ETF TR $62.71万0.11%10,067 -1-0.0% -$62 减仓
RDVY FIRST TR EXCHANGE TRADED FD $61.85万0.10%9,059 -373-4.0% -$2.55万 减仓
— FIRST TR EXCHNG TRADED FD VI $60.99万0.10%18,749 18,749— $60.99万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $60.82万0.10%2,094 -717-25.5% -$20.82万 减仓
CHKP CHECK POINT SOFTWARE TECH LT $60.21万0.10%4,215 -1,246-22.8% -$17.80万 减仓
— INNOVATOR ETFS TRUST $60.12万0.10%25,982 -1,903-6.8% -$4.40万 减仓
— FIRST TR EXCHNG TRADED FD VI $59.20万0.10%21,643 21,643— $59.20万 新建仓
RBLX ROBLOX CORP $59.18万0.10%10,463 -1,686-13.9% -$9.54万 减仓
FSIG FIRST TR EXCHANGE-TRADED FD $58.83万0.10%31,059 7232.4% $1.37万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $58.47万0.10%2,912 -116-3.8% -$2.33万 减仓
DBC INVESCO DB COMMDY INDX TRCK $57.97万0.10%20,023 -1,446-6.7% -$4.19万 减仓
ABNB AIRBNB INC $57.96万0.10%4,590 -1,785-28.0% -$22.54万 减仓
ACYN FIRST TR EXCHANGE-TRADED FD $57.84万0.10%28,380 28,380— $57.84万 新建仓
ABBV ABBVIE INC $57.75万0.10%2,655 1194.7% $2.59万 加仓