13FBOX
Midwest Financial Group LLC · 13F 持仓分析
期权收益计算器 机构排行

Midwest Financial Group LLC

No.5946 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.85亿
环比变动 Q1 2026
+$5,055.7万+21.6%
持仓股票数
136
新买入
16
加仓
78
减仓
30
清仓
6
持股不变
12
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVW
6%5.67%$1,710.1万12.4万股$1,330.1万11.8万股+6,750股+5.74%加仓
AAvantis·U SAVUV
5.35%5.54%$1,525.4万12.2万股$1,298.1万11.8万股+4,763股+4.05%加仓
I景顺QQQ信托VOO
5.21%4.72%$1,485.2万2.0万股$1,107.9万1.9万股+974股+5.07%加仓
AMD超威AMD
4.33%3.65%$1,235.5万2.1万股$857.0万4.2万股-2.1万股-49.51%减仓
S嘉信策略信托SCHD
4.3%4.98%$1,224.8万38.6万股$1,168.8万38.1万股+5,288股+1.39%加仓
美光科技MU
3.83%2.99%$1,092.0万9,460股$702.1万2.1万股-1.1万股-54.48%减仓
苹果AAPL
3.1%3.36%$883.8万3.1万股$788.6万3.1万股-532股-1.71%减仓
PPUTNAM ETF TRUSTPVAL
2.96%3.06%$843.8万16.6万股$717.5万15.5万股+1.1万股+7.10%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
2.76%2.21%$787.2万1.2万股$517.6万1.6万股-3,464股-21.99%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.71%3.08%$772.6万33.4万股$722.7万31.1万股+2.3万股+7.32%加仓
A美国世纪ETF信托AVLV
2.56%2.4%$728.8万8.0万股$562.4万7.0万股+1.0万股+14.53%加仓
VVanEck Russia ETFBBH
2.26%2.38%$644.5万6.2万股$557.8万5.8万股+4,310股+7.47%加仓
S道富SLYG
2.23%2.1%$635.0万5.3万股$492.4万5.1万股+2,346股+4.60%加仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.09%2.27%$595.0万3.0万股$531.6万2.9万股+1,263股+4.38%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.84%1.91%$524.6万7,459股$448.8万7,276股+183股+2.52%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.69%1.7%$482.3万14.3万股$399.4万13.7万股+5,414股+3.95%加仓
FFranklin Templeton ETF TrustDIVI
1.65%1.43%$469.6万11.0万股$334.5万8.4万股+2.6万股+30.83%加仓
IiShares安硕·COREIJR
1.59%1.6%$453.5万3.1万股$375.3万3.0万股+393股+1.30%加仓
微软MSFT
1.4%1.58%$397.7万1.1万股$371.0万1.0万股+640股+6.39%加仓
F第一信托交易所交易基金VIUCON
1.31%$372.9万15.0万股$00股+15.0万股新买入
伯克希尔哈撒韦BRK.B
1.29%1.44%$368.7万7,368股$337.6万7,046股+322股+4.57%加仓
SSPDR行业精选信托XLU
1.12%1.25%$320.3万7.1万股$292.8万6.4万股+6,848股+10.73%加仓
SSPDR标普500 ETFSPY
1.12%1.11%$319.8万4,282股$259.3万3,987股+295股+7.40%加仓
C资本集团股息价值CCBG
1.06%0.35%$302.7万6.1万股$81.3万1.9万股+4.2万股+221.54%加仓
ONEOKOKE
1.06%1.37%$301.6万3.5万股$321.7万3.6万股-898股-2.52%减仓
F第一信托交易所交易基金VIBUFQ
1.02%1.1%$291.0万7.4万股$257.6万7.3万股+1,159股+1.59%加仓
F第一信托交易所交易基金LGOV
1.01%1.16%$288.5万13.5万股$271.5万12.6万股+8,949股+7.11%加仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
0.96%$273.2万14.0万股$00股+14.0万股新买入
V先锋领航·SMALLVBR
0.95%1.02%$269.8万1.1万股$240.2万1.1万股+50股+0.45%加仓
IiShares安硕信托TLT
0.95%1.22%$269.8万3.1万股$286.7万3.3万股-1,850股-5.59%减仓
亚马逊AMZN
0.92%1%$262.7万1.1万股$234.7万1.1万股-244股-2.17%减仓
F第一信托交易所交易基金VILALT
0.88%$249.8万10.4万股$00股+10.4万股新买入
英伟达NVDA
0.82%0.69%$232.6万1.2万股$162.9万9,339股+2,287股+24.49%加仓
F第一信托交易所交易基金IIIFMB
0.76%$217.3万4.2万股$00股+4.2万股新买入
FIRST CMNTY CORP S C COMFCCO
0.75%0.86%$214.7万6.7万股$200.6万6.7万股+137股+0.20%加仓
美国合众银行USB
0.7%0.75%$200.1万3.3万股$175.5万3.4万股-600股-1.78%减仓
SSPDR行业精选信托XLE
0.68%1.05%$192.8万3.6万股$246.8万4.0万股-3,994股-9.91%减仓
Q高通QCOM
0.67%0.58%$190.9万1.0万股$136.9万1.1万股-300股-2.82%减仓
F第一信托·UST LOW DURATION OPPORTUNITIES ETFLMBS
0.67%0.78%$190.7万3.8万股$184.0万3.7万股+1,369股+3.71%加仓
波音BA
0.66%0.75%$188.0万8,687股$174.8万8,782股-95股-1.08%减仓
F第一信托·USTCIBR
0.65%0.53%$186.0万2.1万股$124.7万2.0万股+813股+4.09%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.64%0.58%$183.5万1.2万股$137.2万9,356股+2,211股+23.63%加仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.64%$182.2万2.0万股$00股+2.0万股新买入
埃克森美孚XOM
0.63%1.03%$180.3万1.3万股$241.0万1.4万股-1,016股-7.15%减仓
好市多COST
0.63%0.85%$179.6万1,920股$199.7万2,004股-84股-4.19%减仓
FFIRST EAGLE GLOBAL EQUITY ETFFEGE
0.63%0.52%$178.2万3.6万股$121.1万2.6万股+1.1万股+41.40%加仓
应用材料AMAT
0.58%0.33%$164.9万2,281股$77.9万2,278股+3股+0.13%加仓
V先锋领航指数基金VTV
0.53%0.57%$150.3万6,895股$133.7万6,815股+80股+1.17%加仓
IiShares安硕信托LQD
0.51%2.24%$145.9万1.3万股$524.2万4.8万股-3.5万股-72.18%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.5%0.57%$142.7万1.9万股$134.4万1.8万股+666股+3.62%加仓

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