MidWestOne Financial Group, Inc. 13F 持仓 · 最近申报 2025年Q4
MidWestOne Financial Group 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 304 只证券,申报市值合计 9.00 亿美元。前几大持仓:MOFG(17.34%)、SCHV(3.91%)、AAPL(3.90%)。本季前 25 大持仓中:增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MOFG | MIDWESTONE FINL GROUP INC NE | $156.1M | 17.34% | 4.1M | 减持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $35.2M | 3.91% | 1.2M | 增持 |
| 3 | AAPL | APPLE INC | $35.1M | 3.90% | 129,033 | 减持 |
| 4 | VONG | VANGUARD SCOTTSDALE FDS | $32.1M | 3.57% | 264,062 | 增持 |
| 5 | SPYM | SPDR SERIES TRUST | $24.8M | 2.75% | 309,089 | 增持 |
| 6 | MUB | ISHARES TR | $24.3M | 2.70% | 227,052 | 增持 |
| 7 | IEFA | ISHARES TR | $24.0M | 2.67% | 268,262 | 增持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $18.9M | 2.10% | 720,616 | 增持 |
| 9 | SPAB | SPDR SERIES TRUST | $16.3M | 1.81% | 631,343 | 增持 |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | $15.8M | 1.75% | 208,197 | 减持 |
| 11 | AGG | ISHARES TR | $14.6M | 1.62% | 145,786 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $14.3M | 1.58% | 29,487 | 减持 |
| 13 | VCSH | VANGUARD SCOTTSDALE FDS | $14.2M | 1.58% | 178,381 | 增持 |
| 14 | MU | MICRON TECHNOLOGY INC | $10.5M | 1.17% | 36,909 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO. | $9.6M | 1.07% | 29,866 | 减持 |
| 16 | GOOG | ALPHABET INC | $7.6M | 0.84% | 24,121 | 减持 |
| 17 | ABBV | ABBVIE INC | $7.2M | 0.80% | 31,422 | 减持 |
| 18 | LLY | ELI LILLY & CO | $6.9M | 0.77% | 6,414 | 增持 |
| 19 | AVGO | BROADCOM INC | $6.6M | 0.73% | 18,996 | 减持 |
| 20 | META | META PLATFORMS INC | $6.6M | 0.73% | 9,989 | 增持 |
| 21 | MLN | VANECK ETF TRUST | $6.5M | 0.72% | 369,222 | 增持 |
| 22 | UMBF | UMB FINL CORP | $6.4M | 0.71% | 55,956 | 减持 |
| 23 | UAL | UNITED AIRLS HLDGS INC | $5.7M | 0.64% | 51,294 | 减持 |
| 24 | AMZN | AMAZON COM INC | $5.7M | 0.63% | 24,504 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 0.62% | 11,135 | 减持 |
来源:SEC 13F 申报文件 · 截至 2025-12-31
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