Midwestern Financial, LLC /IA 13F 持仓 · 2026年Q2
Midwestern Financial, LLC /IA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.43 亿美元。前几大持仓：SPY（10.84%）、AGG（7.43%）、FLV（7.31%）。本季前 25 大持仓中：增持 16 只、减持 8 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 | $15.5M | 10.84% | 20,736 | 增持 |
| 2 | AGG | ISHARES TR | $10.6M | 7.43% | 107,267 | 增持 |
| 3 | FLV | AMERICAN CENTY ETF TR | $10.4M | 7.31% | 128,393 | 增持 |
| 4 | ACWX | ISHARES TR | $9.7M | 6.80% | 127,559 | 增持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $8.0M | 5.62% | 83,210 | 减持 |
| 6 | AVDE | AMERICAN CENTY ETF TR | $7.4M | 5.18% | 82,988 | 增持 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $6.3M | 4.43% | 125,148 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $5.0M | 3.49% | 22,887 | 减持 |
| 9 | SCHB | SCHWAB STRATEGIC TR | $4.6M | 3.23% | 159,235 | 减持 |
| 10 | SCHA | SCHWAB STRATEGIC TR | $4.2M | 2.95% | 116,492 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $3.8M | 2.68% | 10,341 | 减持 |
| 12 | VO | VANGUARD INDEX FDS | $3.7M | 2.62% | 46,442 | 增持 |
| 13 | IAGG | ISHARES TR | $3.6M | 2.51% | 70,882 | 增持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $3.5M | 2.45% | 69,173 | 增持 |
| 15 | VT | VANGUARD INTL EQUITY INDEX F | $3.3M | 2.29% | 20,796 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $3.2M | 2.26% | 4,390 | 持平 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $3.1M | 2.17% | 43,552 | 减持 |
| 18 | SHYD | VANECK ETF TRUST | $2.8M | 1.99% | 124,317 | 增持 |
| 19 | VBR | VANGUARD INDEX FDS | $2.8M | 1.98% | 11,654 | 减持 |
| 20 | VGSH | VANGUARD SCOTTSDALE FDS | $2.1M | 1.49% | 36,541 | 减持 |
| 21 | QUAL | ISHARES TR | $2.1M | 1.45% | 9,427 | 减持 |
| 22 | SUB | ISHARES TR | $2.0M | 1.41% | 18,880 | 增持 |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.9M | 1.30% | 7,857 | 增持 |
| 24 | META | META PLATFORMS INC | $1.8M | 1.29% | 3,283 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $1.7M | 1.22% | 8,712 | 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