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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $2,637.92万 | 4.46% | 539,122 | 145,600 | 37.0% | $712.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,496.23万 | 4.22% | 326,134 | 2,834 | 0.9% | $21.69万 | 加仓 |
| EFV | ISHARES TR | $1,179.82万 | 2.00% | 158,685 | -23,438 | -12.9% | -$174.26万 | 减仓 |
| IVV | ISHARES TR | $977.11万 | 1.65% | 14,959 | -594 | -3.8% | -$38.80万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $966.71万 | 1.64% | 166,159 | -20,101 | -10.8% | -$116.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $957.34万 | 1.62% | 25,862 | 1,921 | 8.0% | $71.11万 | 加仓 |
| IVE | ISHARES TR | $918.01万 | 1.55% | 43,477 | -3,589 | -7.6% | -$75.78万 | 减仓 |
| GOOGL | ALPHABET INC | $890.52万 | 1.51% | 30,968 | -1,430 | -4.4% | -$41.12万 | 减仓 |
| IVW | ISHARES TR | $849.47万 | 1.44% | 75,101 | -4,081 | -5.2% | -$46.16万 | 减仓 |
| IEMG | ISHARES INC | $840.87万 | 1.42% | 120,555 | -24,433 | -16.9% | -$170.42万 | 减仓 |
| AAPL | APPLE INC | $774.01万 | 1.31% | 30,498 | 339 | 1.1% | $8.60万 | 加仓 |
| QUAL | ISHARES TR | $731.28万 | 1.24% | 38,125 | -3,220 | -7.8% | -$61.76万 | 减仓 |
| AMZN | AMAZON COM INC | $719.92万 | 1.22% | 34,567 | -115 | -0.3% | -$2.40万 | 减仓 |
| EPS | WISDOMTREE TR | $655.59万 | 1.11% | 96,254 | 24,844 | 34.8% | $169.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $654.53万 | 1.11% | 37,531 | 5,647 | 17.7% | $98.48万 | 加仓 |
| VO | VANGUARD INDEX FDS | $626.42万 | 1.06% | 21,813 | 5,810 | 36.3% | $166.85万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $582.65万 | 0.99% | 234,791 | -3,122 | -1.3% | -$7.75万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $578.37万 | 0.98% | 336,088 | -4,728 | -1.4% | -$8.14万 | 减仓 |
| TOUS | T ROWE PRICE ETF INC | $576.07万 | 0.97% | 166,783 | 9,346 | 5.9% | $32.28万 | 加仓 |
| META | META PLATFORMS INC | $567.67万 | 0.96% | 9,922 | -140 | -1.4% | -$8.01万 | 减仓 |
| LLY | ELI LILLY & CO | $565.91万 | 0.96% | 6,153 | 509 | 9.0% | $46.81万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $563.38万 | 0.95% | 23,709 | 6,642 | 38.9% | $157.83万 | 加仓 |
| IGIB | ISHARES TR | $498.07万 | 0.84% | 93,587 | 23,008 | 32.6% | $122.45万 | 加仓 |
| IGLB | ISHARES TR | $497.38万 | 0.84% | 100,217 | 24,687 | 32.7% | $122.52万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $488.58万 | 0.83% | 88,000 | 4,948 | 6.0% | $27.47万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $487.55万 | 0.82% | 95,975 | 19,046 | 24.8% | $96.75万 | 加仓 |
| ESGU | ISHARES TR | $474.42万 | 0.80% | 33,547 | -1,706 | -4.8% | -$24.13万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $470.60万 | 0.80% | 274,564 | 274,564 | — | $470.60万 | 新建仓 |
| AVGO | BROADCOM INC | $458.85万 | 0.78% | 14,825 | 2,785 | 23.1% | $86.20万 | 加仓 |
| FSK | FS KKR CAP CORP | $445.90万 | 0.75% | 438,015 | -257,508 | -37.0% | -$262.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $442.10万 | 0.75% | 7,399 | -67 | -0.9% | -$4.00万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $433.49万 | 0.73% | 79,467 | -58,144 | -42.3% | -$317.17万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $432.09万 | 0.73% | 185,287 | 33,493 | 22.1% | $78.11万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $426.69万 | 0.72% | 138,636 | -9,651 | -6.5% | -$29.70万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $412.06万 | 0.70% | 12,193 | -2,077 | -14.6% | -$70.19万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $401.71万 | 0.68% | 8,383 | 1,167 | 16.2% | $55.92万 | 加仓 |
| V | VISA INC | $389.59万 | 0.66% | 12,890 | 883 | 7.4% | $26.69万 | 加仓 |
| AMAT | APPLIED MATLS INC | $388.62万 | 0.66% | 11,370 | -574 | -4.8% | -$19.62万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $387.97万 | 0.66% | 98,394 | -3,627 | -3.6% | -$14.30万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $383.04万 | 0.65% | 149,392 | -1,596 | -1.1% | -$4.09万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $381.40万 | 0.65% | 115,751 | -5,748 | -4.7% | -$18.94万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $377.63万 | 0.64% | 127,319 | 3,804 | 3.1% | $11.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $376.13万 | 0.64% | 12,786 | 2,031 | 18.9% | $59.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $372.60万 | 0.63% | 111,911 | -3,236 | -2.8% | -$10.77万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $367.96万 | 0.62% | 32,821 | -786 | -2.3% | -$8.81万 | 减仓 |
| CRM | SALESFORCE INC | $362.96万 | 0.61% | 19,444 | 3,838 | 24.6% | $71.64万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $356.45万 | 0.60% | 14,582 | 1,556 | 11.9% | $38.04万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $347.24万 | 0.59% | 95,870 | -4,824 | -4.8% | -$17.47万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $339.97万 | 0.57% | 83,859 | 19,578 | 30.5% | $79.37万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $333.17万 | 0.56% | 41,347 | -1,071 | -2.5% | -$8.63万 | 减仓 |
| PTRB | PGIM ETF TR | $327.75万 | 0.55% | 78,958 | 1,861 | 2.4% | $7.72万 | 加仓 |
| EFG | ISHARES TR | $323.86万 | 0.55% | 29,080 | -1,689 | -5.5% | -$18.81万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $304.06万 | 0.51% | 68,824 | 4,767 | 7.4% | $21.06万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $300.95万 | 0.51% | 33,592 | 9 | 0.0% | $806 | 加仓 |
| SPSM | SPDR SERIES TRUST | $300.58万 | 0.51% | 62,206 | 14,705 | 31.0% | $71.05万 | 加仓 |
| IGSB | ISHARES TR | $300.03万 | 0.51% | 57,083 | 14,106 | 32.8% | $74.14万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $298.05万 | 0.50% | 11,015 | 2,367 | 27.4% | $64.05万 | 加仓 |
| IUSB | ISHARES TR | $289.72万 | 0.49% | 62,723 | -5,912 | -8.6% | -$27.31万 | 减仓 |
| TSLA | TESLA INC | $284.76万 | 0.48% | 7,660 | 801 | 11.7% | $29.78万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $283.46万 | 0.48% | 64,478 | -2,263 | -3.4% | -$9.95万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $276.60万 | 0.47% | 119,469 | -502 | -0.4% | -$1.16万 | 减仓 |
| BOND | PIMCO ETF TR | $271.68万 | 0.46% | 29,441 | 1,068 | 3.8% | $9.86万 | 加仓 |
| AGG | ISHARES TR | $267.94万 | 0.45% | 26,991 | -1,939 | -6.7% | -$19.25万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $264.17万 | 0.45% | 88,708 | 26,332 | 42.2% | $78.42万 | 加仓 |
| FTNT | FORTINET INC | $255.95万 | 0.43% | 31,320 | 8,202 | 35.5% | $67.03万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $254.84万 | 0.43% | 55,568 | 2,904 | 5.5% | $13.32万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $253.27万 | 0.43% | 26,949 | -5,702 | -17.5% | -$53.59万 | 减仓 |
| — | EXXON MOBIL CORP | $248.89万 | 0.42% | 14,670 | 999 | 7.3% | $16.95万 | 加仓 |
| BIZD | VANECK ETF TRUST | $246.74万 | 0.42% | 192,765 | 120,920 | 168.3% | $154.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $245.42万 | 0.42% | 74,806 | 74,806 | — | $245.42万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $243.97万 | 0.41% | 102,725 | 102,725 | — | $243.97万 | 新建仓 |
| SMIZ | ZACKS TRUST | $239.16万 | 0.40% | 64,516 | 19,105 | 42.1% | $70.82万 | 加仓 |
| MUB | ISHARES TR | $238.87万 | 0.40% | 22,503 | 18 | 0.1% | $1,911 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $234.03万 | 0.40% | 69,302 | -1,214 | -1.7% | -$4.10万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $233.89万 | 0.40% | 46,397 | -840 | -1.8% | -$4.23万 | 减仓 |
| SHLD | GLOBAL X FDS | $231.41万 | 0.39% | 32,666 | 3,129 | 10.6% | $22.17万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $230.90万 | 0.39% | 99,439 | -4,788 | -4.6% | -$11.12万 | 减仓 |
| — | EA SERIES TRUST | $229.26万 | 0.39% | 71,325 | 4,444 | 6.6% | $14.28万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $227.69万 | 0.39% | 48,538 | 10,275 | 26.9% | $48.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $226.14万 | 0.38% | 3,477 | -253 | -6.8% | -$16.45万 | 减仓 |
| TBIL | RBB FD INC | $219.92万 | 0.37% | 44,107 | -2,969 | -6.3% | -$14.80万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $219.44万 | 0.37% | 68,249 | 68,249 | — | $219.44万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $216.60万 | 0.37% | 77,356 | -1,000 | -1.3% | -$2.80万 | 减仓 |
| GOOG | ALPHABET INC | $216.37万 | 0.37% | 7,543 | 55 | 0.7% | $1.58万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $215.94万 | 0.37% | 513 | -110 | -17.7% | -$46.30万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $209.12万 | 0.35% | 79,332 | -4,821 | -5.7% | -$12.71万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $209.08万 | 0.35% | 62,172 | -1,210 | -1.9% | -$4.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $202.28万 | 0.34% | 4,048 | -727 | -15.2% | -$36.33万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $199.60万 | 0.34% | 3,302 | 18 | 0.5% | $1.09万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $199.51万 | 0.34% | 92,704 | -1,613 | -1.7% | -$3.47万 | 减仓 |
| GE | GE AEROSPACE | $199.14万 | 0.34% | 7,018 | 1,649 | 30.7% | $46.79万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $197.94万 | 0.33% | 118,067 | -1,666 | -1.4% | -$2.79万 | 减仓 |
| ACWX | ISHARES TR | $197.36万 | 0.33% | 28,825 | 28,825 | — | $197.36万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $195.15万 | 0.33% | 40,064 | 1,231 | 3.2% | $6.00万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $194.18万 | 0.33% | 84,426 | 21,024 | 33.2% | $48.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $192.09万 | 0.32% | 4,398 | -390 | -8.1% | -$17.03万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $191.22万 | 0.32% | 38,390 | -1,062 | -2.7% | -$5.29万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $188.82万 | 0.32% | 18,391 | 4,508 | 32.5% | $46.28万 | 加仓 |
| MMM | 3M CO | $186.79万 | 0.32% | 12,862 | 3,175 | 32.8% | $46.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $185.18万 | 0.31% | 13,934 | 134 | 1.0% | $1.78万 | 加仓 |