Midland Wealth Advisors LLC 13F 持仓 · 2026年Q2
Midland Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 160 只证券，申报市值合计 21.28 亿美元。前几大持仓：IVV（19.53%）、MBB（11.19%）、JAAA（8.70%）。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 | IVV | ISHARES TR | $415.5M | 19.53% | 554,879 | 增持 |
| 2 | MBB | ISHARES TR | $238.1M | 11.19% | 2.5M | 增持 |
| 3 | JAAA | JANUS DETROIT STR TR | $185.2M | 8.70% | 3.7M | 增持 |
| 4 | IEFA | ISHARES TR | $179.4M | 8.43% | 1.9M | 增持 |
| 5 | EDV | VANGUARD WORLD FD | $105.7M | 4.97% | 1.6M | 增持 |
| 6 | IEMG | ISHARES INC | $100.8M | 4.74% | 1.2M | 增持 |
| 7 | KOMP | SPDR SERIES TRUST | $81.2M | 3.82% | 1.1M | 增持 |
| 8 | JQUA | J P MORGAN EXCHANGE TRADED F | $70.4M | 3.31% | 973,572 | 减持 |
| 9 | MGNR | AMERICAN BEACON SELECT FUNDS | $68.1M | 3.20% | 1.4M | 增持 |
| 10 | IVW | ISHARES TR | $66.1M | 3.10% | 480,380 | 减持 |
| 11 | IJH | ISHARES TR | $62.7M | 2.94% | 812,619 | 增持 |
| 12 | EMBX | VANECK FDS | $57.1M | 2.68% | 1.1M | 增持 |
| 13 | SPSM | SPDR SERIES TRUST | $55.3M | 2.60% | 959,196 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $53.0M | 2.49% | 243,137 | 减持 |
| 15 | IJK | ISHARES TR | $46.8M | 2.20% | 398,575 | 减持 |
| 16 | IJJ | ISHARES TR | $41.1M | 1.93% | 278,506 | 减持 |
| 17 | BPRE | BLUEROCK PVT REAL ESTATE FD | $37.2M | 1.75% | 2.9M | 增持 |
| 18 | NUE | NUCOR CORP | $20.1M | 0.94% | 90,086 | 减持 |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $15.8M | 0.74% | 268,603 | 减持 |
| 20 | AAPL | APPLE INC | $15.0M | 0.70% | 51,679 | 减持 |
| 21 | UYLD | ANGEL OAK FUNDS TRUST | $11.9M | 0.56% | 233,265 | 减持 |
| 22 | MAGS | LISTED FDS TR | $9.4M | 0.44% | 145,934 | 增持 |
| 23 | DCRE | DOUBLELINE ETF TRUST | $8.8M | 0.41% | 169,233 | 新建仓 |
| 24 | MSFT | MICROSOFT CORP | $8.8M | 0.41% | 23,646 | 减持 |
| 25 | VOO | VANGUARD INDEX FDS | $8.8M | 0.41% | 12,789 | 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