Greater Midwest Financial Group, LLC 13F 持仓 · 2026年Q2
Greater Midwest Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 2.01 亿美元。前几大持仓：BAI（10.79%）、AVUV（7.51%）、GOOGL（6.15%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BAI | BLACKROCK ETF TRUST | $21.6M | 10.79% | 410,397 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $15.1M | 7.51% | 120,736 | 减持 |
| 3 | GOOGL | ALPHABET INC | $12.3M | 6.15% | 34,519 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $12.3M | 6.11% | 32,872 | 增持 |
| 5 | MU | MICRON TECHNOLOGY INC | $11.8M | 5.88% | 10,215 | 减持 |
| 6 | AMZN | AMAZON COM INC | $9.4M | 4.69% | 39,470 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $8.7M | 4.34% | 43,523 | 减持 |
| 8 | LSGR | NATIXIS ETF TRUST II | $7.6M | 3.80% | 180,929 | 减持 |
| 9 | LRCX | LAM RESEARCH CORP | $7.6M | 3.79% | 17,526 | 增持 |
| 10 | META | META PLATFORMS INC | $7.2M | 3.58% | 12,739 | 增持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.4M | 3.18% | 12,760 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $6.3M | 3.12% | 8,505 | 增持 |
| 13 | MCK | MCKESSON CORP | $5.6M | 2.77% | 7,348 | 增持 |
| 14 | LLY | ELI LILLY & CO | $4.7M | 2.36% | 3,943 | 增持 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $4.1M | 2.05% | 7,086 | 减持 |
| 16 | NFLX | NETFLIX INC. | $3.9M | 1.96% | 54,998 | 增持 |
| 17 | BMY | BRISTOL-MYERS SQUIBB CO | $3.9M | 1.95% | 67,914 | 增持 |
| 18 | PANW | PALO ALTO NETWORKS INC | $3.9M | 1.94% | 11,395 | 减持 |
| 19 | AAPL | APPLE INC | $3.7M | 1.84% | 12,731 | 减持 |
| 20 | CRWD | CROWDSTRIKE HLDGS INC | $3.6M | 1.81% | 4,752 | 减持 |
| 21 | CMI | CUMMINS INC | $3.6M | 1.79% | 5,031 | 新建仓 |
| 22 | ETN | EATON CORP PLC | $3.4M | 1.69% | 7,946 | 增持 |
| 23 | FTNT | FORTINET INC | $3.3M | 1.66% | 21,707 | 减持 |
| 24 | QCOM | QUALCOMM INC | $3.0M | 1.49% | 16,127 | 减持 |
| 25 | VALE | VALE S A | $2.9M | 1.43% | 190,862 | 增持 |
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