Maia Wealth LLC
DENVER CO · SEC CIK 0002010858
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $28.43万 | 0.05% | 1,146 | -8 | -0.7% | -$1,984 | 减仓 |
| BDX | BECTON DICKINSON & CO | $28.22万 | 0.05% | 1,795 | 112 | 6.7% | $1.76万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $27.90万 | 0.05% | 5,585 | -47 | -0.8% | -$2,348 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $27.72万 | 0.05% | 7,836 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $26.82万 | 0.05% | 897 | 1 | 0.1% | $299 | 加仓 |
| T | AT&T INC | $26.38万 | 0.04% | 9,101 | -16 | -0.2% | -$464 | 减仓 |
| SHOP | SHOPIFY INC | $26.36万 | 0.04% | 2,222 | 645 | 40.9% | $7.65万 | 重新持有 |
| PFE | PFIZER INC | $26.03万 | 0.04% | 9,271 | 246 | 2.7% | $6,908 | 加仓 |
| KKR | KKR & CO INC | $25.68万 | 0.04% | 2,776 | 29 | 1.1% | $2,683 | 加仓 |
| ASML | ASML HLDG NV | $25.62万 | 0.04% | 194 | -1 | -0.5% | -$1,321 | 减仓 |
| ENB | ENBRIDGE INC | $25.24万 | 0.04% | 4,663 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $25.05万 | 0.04% | 2,666 | -497 | -15.7% | -$4.67万 | 减仓 |
| IWF | ISHARES TR | $24.90万 | 0.04% | 584 | 3 | 0.5% | $1,279 | 加仓 |
| IBDT | ISHARES TR | $24.82万 | 0.04% | 9,797 | 2 | 0.0% | $51 | 加仓 |
| SGOV | ISHARES TR | $24.56万 | 0.04% | 2,440 | 309 | 14.5% | $3.11万 | 加仓 |
| RTX | RTX CORPORATION | $24.25万 | 0.04% | 1,257 | 50 | 4.1% | $9,647 | 加仓 |
| MGK | VANGUARD WORLD FD | $24.22万 | 0.04% | 659 | -125 | -15.9% | -$4.59万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $24.22万 | 0.04% | 5,251 | -685 | -11.5% | -$3.16万 | 减仓 |
| DVY | ISHARES TR | $24.15万 | 0.04% | 1,595 | 2 | 0.1% | $303 | 加仓 |
| — | HONEYWELL INTL INC | $24.00万 | 0.04% | 1,062 | -1 | -0.1% | -$226 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $23.93万 | 0.04% | 3,250 | 3,250 | — | $23.93万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $23.86万 | 0.04% | 173 | -1 | -0.6% | -$1,379 | 减仓 |
| MAGS | LISTED FDS TR | $23.70万 | 0.04% | 4,091 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $23.63万 | 0.04% | 9,225 | -153 | -1.6% | -$3,920 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $23.52万 | 0.04% | 2,770 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $23.19万 | 0.04% | 3,629 | -3 | -0.1% | -$192 | 减仓 |
| CB | CHUBB LTD SWITZ | $22.96万 | 0.04% | 704 | 3 | 0.4% | $978 | 加仓 |
| TLH | ISHARES TR | $22.64万 | 0.04% | 2,248 | -218 | -8.8% | -$2.20万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $21.97万 | 0.04% | 4,449 | 4,449 | — | $21.97万 | 新建仓 |
| PPL | PPL CORP | $21.78万 | 0.04% | 5,702 | -258 | -4.3% | -$9,856 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $21.74万 | 0.04% | 3,023 | -48 | -1.6% | -$3,453 | 减仓 |
| EAGG | ISHARES TR | $21.12万 | 0.04% | 4,442 | -2,182 | -32.9% | -$10.38万 | 重新持有 |
| CVS | CVS HEALTH CORP | $20.95万 | 0.04% | 2,917 | 2,917 | — | $20.95万 | 新建仓 |
| MRK | MERCK & CO INC | $20.75万 | 0.04% | 1,725 | -13 | -0.7% | -$1,564 | 减仓 |
| OMC | OMNICOM GROUP INC | $20.45万 | 0.03% | 2,716 | -336 | -11.0% | -$2.53万 | 减仓 |
| QUS | SPDR SERIES TRUST | $20.39万 | 0.03% | 1,188 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $20.27万 | 0.03% | 4,208 | -81 | -1.9% | -$3,903 | 减仓 |
| SMH | VANECK ETF TRUST | $20.20万 | 0.03% | 527 | 8 | 1.5% | $3,067 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $15.29万 | 0.03% | 12,848 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC 看涨期权 | $13.46万 | 0.02% | 1,000 | 1,000 | — | $13.46万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $11.04万 | 0.02% | 14,396 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL | $9.48万 | 0.02% | 14,436 | -1,053 | -6.8% | -$6,918 | 减仓 |
| RDDT | REDDIT INC | $7.51万 | 0.01% | 558 | 558 | — | $7.51万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $6.59万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC 看涨期权 | $4.88万 | 0.01% | 10,600 | 0 | 0.0% | — | 不变 |
| — | PYXIS ONCOLOGY INC | $3.11万 | 0.01% | 21,277 | -682 | -3.1% | -$996 | 减仓 |
| IAUX | I-80 GOLD CORP | $1.73万 | 0.00% | 11,402 | 11,402 | — | $1.73万 | 新建仓 |
| RKLB | ROCKET LAB CORP 看涨期权 | $6,422 | 0.00% | 100 | 100 | — | $6,422 | 新建仓 |
| SNAP | SNAP INC | $920 | 0.00% | 200 | 200 | — | $920 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,316 | -100.0% | -$81.46万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,314 | -100.0% | -$27.71万 | 清仓 |
| UDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,583 | -100.0% | -$26.07万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,852 | -100.0% | -$24.63万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,764 | -100.0% | -$22.66万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,035 | -100.0% | -$22.64万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,859 | -100.0% | -$22.29万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,420 | -100.0% | -$21.66万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,089 | -100.0% | -$21.49万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,761 | -100.0% | -$20.64万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -2,290 | -100.0% | -$20.59万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,592 | -100.0% | -$20.27万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVUS | ISHARES TR | $0 | 0.00% | 0 | -6,023 | -100.0% | -$20.14万 | 清仓 |