Midwest Financial Group LLC 13F 持仓 · 2026年Q2
Midwest Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 2.85 亿美元。前几大持仓：IVW（6.00%）、AVUV（5.35%）、QQQ（5.21%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $17.1M | 6.00% | 124,345 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $15.3M | 5.35% | 122,270 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $14.9M | 5.21% | 20,168 | 增持 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $12.4M | 4.33% | 21,269 | 减持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $12.2M | 4.30% | 386,258 | 增持 |
| 6 | MU | MICRON TECHNOLOGY INC | $10.9M | 3.83% | 9,460 | 减持 |
| 7 | AAPL | APPLE INC | $8.8M | 3.10% | 30,543 | 减持 |
| 8 | PVAL | PUTNAM ETF TRUST | $8.4M | 2.96% | 165,608 | 增持 |
| 9 | SOXX | ISHARES TR | $7.9M | 2.76% | 12,286 | 减持 |
| 10 | SCHZ | SCHWAB STRATEGIC TR | $7.7M | 2.71% | 334,025 | 增持 |
| 11 | AVLV | AMERICAN CENTY ETF TR | $7.3M | 2.56% | 79,903 | 增持 |
| 12 | MOAT | VANECK ETF TRUST | $6.4M | 2.26% | 61,996 | 增持 |
| 13 | SLYG | SPDR SERIES TRUST | $6.4M | 2.23% | 53,306 | 增持 |
| 14 | VOE | VANGUARD INDEX FDS | $5.9M | 2.09% | 30,111 | 增持 |
| 15 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.2M | 1.84% | 7,459 | 增持 |
| 16 | SCHG | SCHWAB STRATEGIC TR | $4.8M | 1.69% | 142,537 | 增持 |
| 17 | DIVI | FRANKLIN TEMPLETON ETF TR | $4.7M | 1.65% | 109,924 | 增持 |
| 18 | IJR | ISHARES TR | $4.5M | 1.59% | 30,580 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $4.0M | 1.40% | 10,663 | 增持 |
| 20 | UCON | FIRST TR EXCHNG TRADED FD VI | $3.7M | 1.31% | 149,886 | 新建仓 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.7M | 1.29% | 7,368 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.12% | 4,282 | 增持 |
| 23 | XLU | SELECT SECTOR SPDR TR | $3.2M | 1.12% | 70,647 | 增持 |
| 24 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.0M | 1.06% | 61,421 | 增持 |
| 25 | OKE | ONEOK INC NEW | $3.0M | 1.06% | 34,696 | 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