Midwest Trust Co 13F 持仓 · 2026年Q2
Midwest Trust 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 606 只证券,申报市值合计 88.27 亿美元。前几大持仓:AAPL(4.70%)、NVDA(3.91%)、MSFT(3.42%)。本季前 25 大持仓中:增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $414.5M | 4.70% | 1.4M | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $345.6M | 3.91% | 1.7M | 减持 |
| 3 | MSFT | MICROSOFT CORP | $301.5M | 3.42% | 808,387 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $291.7M | 3.30% | 3.6M | 增持 |
| 5 | GOOGL | ALPHABET INC | $236.4M | 2.68% | 661,508 | 减持 |
| 6 | AMZN | AMAZON COM INC | $219.9M | 2.49% | 922,568 | 减持 |
| 7 | AVGO | BROADCOM INC | $201.8M | 2.29% | 534,193 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $167.7M | 1.90% | 512,205 | 增持 |
| 9 | CAT | CATERPILLAR INC | $151.5M | 1.72% | 142,243 | 减持 |
| 10 | GVI | ISHARES TR | $143.3M | 1.62% | 1.4M | 增持 |
| 11 | GOOG | ALPHABET INC | $135.6M | 1.54% | 383,766 | 减持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $126.5M | 1.43% | 1.8M | 增持 |
| 13 | ABBV | ABBVIE INC | $123.2M | 1.40% | 489,495 | 增持 |
| 14 | CSCO | CISCO SYS INC | $121.1M | 1.37% | 1.0M | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $112.3M | 1.27% | 224,463 | 增持 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $109.4M | 1.24% | 1.3M | 减持 |
| 17 | META | META PLATFORMS INC | $96.1M | 1.09% | 170,676 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $96.6M | 1.09% | 706,838 | 减持 |
| 19 | MRK | MERCK & CO INC | $94.9M | 1.08% | 738,473 | 减持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $92.3M | 1.05% | 123,646 | 减持 |
| 21 | VOO | VANGUARD INDEX FDS | $92.8M | 1.05% | 135,179 | 减持 |
| 22 | WMT | WALMART INC | $91.4M | 1.03% | 806,574 | 减持 |
| 23 | V | VISA INC | $89.3M | 1.01% | 260,271 | 增持 |
| 24 | ETN | EATON CORP PLC | $88.5M | 1.00% | 207,784 | 减持 |
| 25 | RTX | RTX CORPORATION | $86.1M | 0.97% | 453,609 | 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