Maltin Wealth Management, Inc. 13F 持仓 · 2026年Q2
Maltin Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 146 只证券,申报市值合计 2.99 亿美元。前几大持仓:PXF(4.60%)、SDCI(3.91%)、VSS(3.42%)。本季前 25 大持仓中:增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PXF | INVESCO EXCH TRADED FD TR II | $13.8M | 4.60% | 181,827 | 增持 |
| 2 | SDCI | USCF ETF TR | $11.7M | 3.91% | 442,173 | 增持 |
| 3 | VSS | VANGUARD INTL EQUITY INDEX F | $10.2M | 3.42% | 66,359 | 增持 |
| 4 | GMOI | GMO ETF TRUST | $10.2M | 3.41% | 272,404 | 增持 |
| 5 | RSSE | FIRST TR EXCHNG TRADED FD VI | $10.1M | 3.39% | 437,348 | 减持 |
| 6 | HDV | ISHARES TR | $9.6M | 3.20% | 349,061 | 增持 |
| 7 | KDEC | INNOVATOR ETFS TRUST | $8.8M | 2.93% | 308,827 | 增持 |
| 8 | BAB | INVESCO EXCH TRADED FD TR II | $8.1M | 2.69% | 300,098 | 增持 |
| 9 | IAU | ISHARES GOLD TR | $7.8M | 2.60% | 102,963 | 增持 |
| 10 | SCHO | SCHWAB STRATEGIC TR | $7.5M | 2.52% | 312,086 | 增持 |
| 11 | VOE | VANGUARD INDEX FDS | $6.7M | 2.22% | 33,656 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 2.17% | 108,812 | 增持 |
| 13 | PIE | INVESCO EXCH TRADED FD TR II | $6.0M | 2.01% | 180,244 | 减持 |
| 14 | VIS | VANGUARD WORLD FD | $6.0M | 2.01% | 16,654 | 减持 |
| 15 | INOV | INNOVATOR ETFS TRUST | $5.1M | 1.72% | 140,219 | 减持 |
| 16 | BJAN | INNOVATOR ETFS TRUST | $5.0M | 1.67% | 84,977 | 持平 |
| 17 | FHLC | FIDELITY COVINGTON TRUST | $4.8M | 1.60% | 61,848 | 增持 |
| 18 | IJK | ISHARES TR | $4.6M | 1.55% | 39,385 | 增持 |
| 19 | BUFP | PGIM ROCK ETF TR | $4.6M | 1.53% | 142,365 | 减持 |
| 20 | AIRR | FIRST TR EXCHANGE TRADED FD | $4.3M | 1.45% | 32,580 | 增持 |
| 21 | YJUN | FIRST TR EXCHNG TRADED FD VI | $4.3M | 1.44% | 160,766 | 减持 |
| 22 | VO | VANGUARD INDEX FDS | $4.3M | 1.42% | 52,813 | 增持 |
| 23 | FNCL | FIDELITY COVINGTON TRUST | $4.2M | 1.40% | 54,696 | 增持 |
| 24 | FUTY | FIDELITY COVINGTON TRUST | $4.2M | 1.40% | 71,888 | 增持 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 1.39% | 19,576 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR