Midwest Capital Advisors, LLC 13F 持仓 · 2026年Q2
Midwest Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 210 只证券,申报市值合计 2.46 亿美元。前几大持仓:SCHG(23.91%)、CORO(11.08%)、DYNF(9.55%)。本季前 25 大持仓中:新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $58.9M | 23.91% | 1.7M | 增持 |
| 2 | CORO | BLACKROCK ETF TRUST | $27.3M | 11.08% | 745,014 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $23.5M | 9.55% | 345,752 | 增持 |
| 4 | BAI | BLACKROCK ETF TRUST | $12.4M | 5.02% | 234,379 | 减持 |
| 5 | GOVT | ISHARES TR | $11.7M | 4.76% | 513,973 | 增持 |
| 6 | PVAL | PUTNAM ETF TRUST | $10.5M | 4.27% | 206,524 | 增持 |
| 7 | MTUM | ISHARES TR | $8.4M | 3.40% | 24,450 | 减持 |
| 8 | SHLD | GLOBAL X FDS | $7.6M | 3.10% | 127,758 | 增持 |
| 9 | IEMG | ISHARES INC | $6.6M | 2.70% | 80,141 | 新建仓 |
| 10 | THRO | BLACKROCK ETF TRUST | $6.4M | 2.62% | 149,446 | 减持 |
| 11 | USTB | VICTORY PORTFOLIOS II | $6.1M | 2.46% | 119,864 | 增持 |
| 12 | SPMB | SPDR SERIES TRUST | $6.0M | 2.43% | 268,183 | 增持 |
| 13 | IALT | BLACKROCK ETF TRUST | $5.4M | 2.21% | 194,132 | 新建仓 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $5.2M | 2.12% | 107,574 | 减持 |
| 15 | BINC | BLACKROCK ETF TRUST II | $4.3M | 1.75% | 82,291 | 增持 |
| 16 | IAU | ISHARES GOLD TR | $3.3M | 1.36% | 44,307 | 减持 |
| 17 | VTV | VANGUARD INDEX FDS | $3.1M | 1.24% | 14,012 | 减持 |
| 18 | SCHB | SCHWAB STRATEGIC TR | $3.0M | 1.22% | 103,954 | 增持 |
| 19 | SPEM | SPDR INDEX SHS FDS | $3.0M | 1.22% | 58,167 | 减持 |
| 20 | SYSB | ISHARES TR | $2.5M | 1.02% | 28,356 | 增持 |
| 21 | EFG | ISHARES TR | $2.3M | 0.93% | 18,487 | 减持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $1.8M | 0.71% | 24,568 | 减持 |
| 23 | QUAL | ISHARES TR | $1.7M | 0.67% | 7,569 | 减持 |
| 24 | BIDD | BLACKROCK ETF TRUST | $1.4M | 0.58% | 47,494 | 减持 |
| 25 | NVDA | NVIDIA CORPORATION | $1.3M | 0.51% | 6,320 | 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