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
GOVT ISHARES TR $57.54万0.10%25,114 25,114— $57.54万 新建仓
NAPR INNOVATOR ETFS TRUST $56.66万0.10%10,374 00.0% — 不变
DFAX DIMENSIONAL ETF TRUST $56.16万0.09%16,532 -3,272-16.5% -$11.11万 减仓
— INNOVATOR ETFS TRUST $55.73万0.09%19,220 130.1% $377 加仓
DE DEERE & CO $55.37万0.09%983 90.9% $5,070 加仓
BNDX VANGUARD CHARLOTTE FDS $55.11万0.09%11,470 6,322122.8% $30.38万 加仓
WELL WELLTOWER INC $54.00万0.09%2,732 60928.7% $12.04万 加仓
IJR ISHARES TR $53.90万0.09%4,336 -217-4.8% -$2.70万 减仓
EQIX EQUINIX INC $53.73万0.09%548 11326.0% $11.08万 加仓
EWC ISHARES INC $53.43万0.09%9,751 00.0% — 不变
EMXC ISHARES INC $52.63万0.09%6,691 -372-5.3% -$2.93万 减仓
VXUS VANGUARD STAR FDS $52.55万0.09%6,815 -1,178-14.7% -$9.08万 减仓
WM WASTE MGMT INC DEL $51.15万0.09%2,226 30.1% $689 加仓
QDPL PACER FDS TR $50.80万0.09%12,657 3,02531.4% $12.14万 加仓
ORCL ORACLE CORP $50.22万0.08%3,414 -225-6.2% -$3.31万 减仓
LCTU BLACKROCK ETF TRUST $50.11万0.08%7,144 -3,149-30.6% -$22.09万 减仓
KMX CARMAX INC $49.70万0.08%11,953 -3,946-24.8% -$16.41万 减仓
— EXCHANGE LISTED FDS TR $49.21万0.08%18,728 420.2% $1,104 加仓
VGK VANGUARD INTL EQUITY INDEX F $48.66万0.08%5,904 61611.6% $5.08万 加仓
NULV NUSHARES ETF TR $48.48万0.08%10,654 -16-0.1% -$728 减仓
COST COSTCO WHOLESALE CORPORATION $47.80万0.08%480 102.1% $9,958 加仓
JCPB J P MORGAN EXCHANGE TRADED F $47.75万0.08%10,142 -7,954-44.0% -$37.45万 减仓
RKLB ROCKET LAB CORP $47.41万0.08%7,383 7,383— $47.41万 新建仓
VZ VERIZON COMMUNICATIONS INC $46.79万0.08%9,321 -1,556-14.3% -$7.81万 减仓
WFC WELLS FARGO & CO $46.71万0.08%5,867 -192-3.2% -$1.53万 减仓
ARCC ARES CAPITAL CORP $46.51万0.08%25,812 7102.8% $1.28万 加仓
DEO DIAGEO PLC $46.26万0.08%6,214 -2,313-27.1% -$17.22万 减仓
OEF ISHARES TR $46.20万0.08%1,453 -321-18.1% -$10.21万 减仓
MTUM ISHARES TR $45.72万0.08%1,905 -323-14.5% -$7.75万 减仓
FMB FIRST TR EXCH TRADED FD III $45.11万0.08%8,904 97012.2% $4.91万 加仓
FPEI FIRST TR EXCH TRADED FD III $44.86万0.08%23,608 2200.9% $4,180 加仓
MPLX MPLX LP $44.57万0.08%7,810 1431.9% $8,161 加仓
AMD ADVANCED MICRO DEVICES INC $44.54万0.08%2,190 -35-1.6% -$7,119 减仓
CSCO CISCO SYS INC $43.91万0.07%5,659 -11-0.2% -$853 减仓
— INNOVATOR ETFS TRUST $43.80万0.07%17,859 00.0% — 不变
UCON FIRST TR EXCHNG TRADED FD VI $43.70万0.07%17,640 2761.6% $6,837 加仓
ECL ECOLAB INC $43.47万0.07%1,634 -532-24.6% -$14.15万 减仓
— FIRST TR EXCHNG TRADED FD VI $43.46万0.07%14,769 14,769— $43.46万 新建仓
FELG FIDELITY COVINGTON TRUST $43.24万0.07%11,533 40.0% $150 加仓
BIV VANGUARD BD INDEX FDS $43.02万0.07%5,575 -604-9.8% -$4.66万 减仓
MAIN MAIN STR CAP CORP $42.99万0.07%8,117 8,117— $42.99万 新建仓
JPST J P MORGAN EXCHANGE TRADED F $41.87万0.07%8,274 370.4% $1,873 加仓
XSVM INVESCO EXCHANGE TRADED FD T $41.28万0.07%6,850 82913.8% $5.00万 加仓
GLD SPDR GOLD TR $41.18万0.07%957 -8-0.8% -$3,442 减仓
LOW LOWES COS INC $40.56万0.07%1,717 -4-0.2% -$945 减仓
GEM GOLDMAN SACHS ETF TR $40.55万0.07%9,387 -74-0.8% -$3,197 减仓
PSA PUBLIC STORAGE OPER CO $40.30万0.07%1,488 37834.1% $10.24万 加仓
BALT INNOVATOR ETFS TRUST $40.18万0.07%12,007 -5,627-31.9% -$18.83万 减仓
NUDM NUSHARES ETF TR $39.94万0.07%11,059 -64-0.6% -$2,311 减仓
MAS MASCO CORP $39.93万0.07%6,614 -2,207-25.0% -$13.32万 减仓
IBM INTERNATIONAL BUSINESS MACHS $39.84万0.07%1,644 -105-6.0% -$2.54万 减仓
PYPL PAYPAL HLDGS INC $39.39万0.07%8,709 250.3% $1,131 加仓
SCHD SCHWAB STRATEGIC TR $39.19万0.07%12,775 -312-2.4% -$9,572 减仓
CAT CATERPILLAR INC $38.94万0.07%550 -28-4.8% -$1.98万 减仓
MDT MEDTRONIC PLC $38.25万0.06%4,414 -31-0.7% -$2,686 减仓
AXP AMERICAN EXPRESS CO $38.22万0.06%1,263 -10-0.8% -$3,026 减仓
AOR ISHARES TR $37.93万0.06%5,895 00.0% — 不变
— INNOVATOR ETFS TRUST $37.85万0.06%12,891 00.0% — 不变
GD GENERAL DYNAMICS CORP $37.81万0.06%1,102 -60-5.2% -$2.06万 减仓
ISPY PROSHARES TR $36.81万0.06%8,491 -6,117-41.9% -$26.52万 减仓
VTV VANGUARD INDEX FDS $36.60万0.06%1,866 -313-14.4% -$6.14万 减仓
IBIT ISHARES BITCOIN TRUST ETF $36.44万0.06%9,485 -7,449-44.0% -$28.62万 减仓
NVS NOVARTIS AG $36.09万0.06%2,363 -154-6.1% -$2.35万 减仓
BNY BANK NEW YORK MELLON CORP $35.63万0.06%3,004 -45-1.5% -$5,338 减仓
DSI ISHARES TR $35.48万0.06%2,928 -1,162-28.4% -$14.08万 减仓
TLT ISHARES TR $35.10万0.06%4,049 -902-18.2% -$7.82万 减仓
SPTL SPDR SERIES TRUST $35.08万0.06%13,340 780.6% $2,051 加仓
BSV VANGUARD BD INDEX FDS $35.05万0.06%4,470 1262.9% $9,880 加仓
— INNOVATOR ETFS TRUST $34.90万0.06%7,903 00.0% — 不变
IEF ISHARES TR $34.84万0.06%3,650 -1,874-33.9% -$17.89万 减仓
PEP PEPSICO INC $34.74万0.06%2,237 -248-10.0% -$3.85万 减仓
IQQQ PROSHARES TR $34.52万0.06%8,281 400.5% $1,668 加仓
SUSC ISHARES TR $34.31万0.06%14,829 590.4% $1,365 加仓
CMCSA COMCAST CORP NEW $34.15万0.06%11,894 -440-3.6% -$1.26万 减仓
OBDC BLUE OWL CAPITAL CORPORATION $34.15万0.06%30,874 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $33.81万0.06%3,595 1,04040.7% $9.78万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $33.37万0.06%18,155 7,94477.8% $14.60万 加仓
BBJP J P MORGAN EXCHANGE TRADED F $32.95万0.06%4,781 58013.8% $4.00万 重新持有
GSSC GOLDMAN SACHS ETF TR $32.46万0.05%4,355 -44-1.0% -$3,280 减仓
AEP AMERICAN ELEC PWR CO INC $32.34万0.05%2,467 150.6% $1,966 加仓
KMI KINDER MORGAN INC DEL $32.29万0.05%9,630 -173-1.8% -$5,801 减仓
— BNY MELLON ETF TRUST $31.92万0.05%6,453 -1,661-20.5% -$8.22万 减仓
— TWO RDS SHARED TR $31.66万0.05%6,897 00.0% — 不变
MCK MCKESSON CORP $31.62万0.05%365 -8-2.1% -$6,930 减仓
PANW PALO ALTO NETWORKS INC $30.73万0.05%1,917 422.2% $6,733 加仓
VEEV VEEVA SYS INC $30.73万0.05%1,750 -701-28.6% -$12.31万 减仓
— INNOVATOR ETFS TRUST $30.67万0.05%8,290 -280-3.3% -$1.04万 减仓
MGC VANGUARD WORLD FD $30.47万0.05%1,289 30.2% $709 加仓
— INNOVATOR ETFS TRUST $30.28万0.05%12,358 00.0% — 不变
UFEB INNOVATOR ETFS TRUST $29.97万0.05%8,255 00.0% — 不变
USXF ISHARES TR $29.91万0.05%5,419 -1,600-22.8% -$8.83万 减仓
GIGB GOLDMAN SACHS ETF TR $29.87万0.05%6,521 10.0% $46 加仓
XLSR SSGA ACTIVE TR $29.38万0.05%5,089 -34-0.7% -$1,963 减仓
DXCM DEXCOM INC $29.07万0.05%4,629 -744-13.8% -$4.67万 减仓
MCD MCDONALDS CORP $29.03万0.05%934 -1-0.1% -$311 减仓
PNC PNC FINL SVCS GROUP INC $29.01万0.05%1,394 30127.5% $6.26万 加仓
SUB ISHARES TR $28.95万0.05%2,718 -252-8.5% -$2.68万 减仓
XLE SELECT SECTOR SPDR TR $28.78万0.05%4,697 1553.4% $9,496 加仓
UL UNILEVER PLC $28.47万0.05%4,997 581.2% $3,304 加仓
NSC NORFOLK SOUTHN CORP $28.45万0.05%991 -1-0.1% -$287 减仓