Midwest Financial Network, LLC 13F 持仓 · 2026年Q2
Midwest Financial Network 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 105 只证券,申报市值合计 1.46 亿美元。前几大持仓:SPY(8.89%)、VOO(4.58%)、XLSR(3.34%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.0M | 8.89% | 17,432 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $6.7M | 4.58% | 9,755 | 减持 |
| 3 | XLSR | SSGA ACTIVE TR | $4.9M | 3.34% | 75,343 | 增持 |
| 4 | QUS | SPDR SERIES TRUST | $4.8M | 3.25% | 25,439 | 增持 |
| 5 | VOOV | VANGUARD ADMIRAL FDS INC | $4.4M | 2.98% | 19,884 | 减持 |
| 6 | SPEM | SPDR INDEX SHS FDS | $4.2M | 2.86% | 80,860 | 增持 |
| 7 | LGOV | FIRST TR EXCHANGE-TRADED FD | $3.9M | 2.67% | 183,001 | 减持 |
| 8 | BND | VANGUARD BD INDEX FDS | $3.8M | 2.57% | 51,189 | 减持 |
| 9 | SPDW | SPDR INDEX SHS FDS | $3.6M | 2.47% | 71,656 | 增持 |
| 10 | CGMS | CAPITAL GRP FIXED INCM ETF T | $3.3M | 2.27% | 121,844 | 减持 |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | $3.3M | 2.26% | 148,737 | 减持 |
| 12 | JBND | J P MORGAN EXCHANGE TRADED F | $3.2M | 2.21% | 60,599 | 减持 |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | $3.0M | 2.03% | 25,867 | 减持 |
| 14 | SPSM | SPDR SERIES TRUST | $2.9M | 1.99% | 50,612 | 增持 |
| 15 | BIV | VANGUARD BD INDEX FDS | $2.9M | 1.97% | 37,532 | 减持 |
| 16 | SPYM | SPDR SERIES TRUST | $2.9M | 1.96% | 32,724 | 增持 |
| 17 | TOTL | SSGA ACTIVE ETF TR | $2.4M | 1.66% | 61,471 | 增持 |
| 18 | SPMD | SPDR SERIES TRUST | $2.3M | 1.59% | 34,472 | 增持 |
| 19 | FVD | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.46% | 44,397 | 减持 |
| 20 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.42% | 22,147 | 减持 |
| 21 | FDN | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.30% | 7,195 | 减持 |
| 22 | PJUL | INNOVATOR ETFS TRUST | $1.8M | 1.26% | 37,694 | 减持 |
| 23 | CERY | SPDR SERIES TRUST | $1.8M | 1.25% | 54,583 | 增持 |
| 24 | QTEC | FIRST TR EXCHANGE-TRADED FD | $1.8M | 1.21% | 5,273 | 减持 |
| 25 | VOOG | VANGUARD ADMIRAL FDS INC | $1.8M | 1.21% | 21,454 | 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