Midwest Financial Group LLC
Overland Park KS · SEC CIK 0001967193
$2.34亿2026Q1 申报市值
126持仓数
39.5%前十大占比 · 第一大 5.7%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QCOM 新建仓+$136.89万
CGDV 新建仓+$81.26万
DIVI 加仓+$70.81万
SCHG 加仓+$56.91万
AVUV 加仓+$52.14万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$129.56万
LRCX 减仓-$83.33万
MU 减仓-$79.66万
DVN 减仓-$31.69万
SCHD 减仓-$26.19万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $246.81万 | 1.05% | 40,289 | -1,385 | -3.3% | -$8.48万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $251.43万 | 1.07% | 64,411 | -382 | -0.6% | -$1.49万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $257.60万 | 1.10% | 72,932 | 370 | 0.5% | $1.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $259.30万 | 1.11% | 3,987 | 792 | 24.8% | $51.51万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $271.52万 | 1.16% | 125,878 | 4,364 | 3.6% | $9.41万 | 加仓 |
| TLT | ISHARES TR | $286.71万 | 1.22% | 33,073 | 780 | 2.4% | $6.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $292.77万 | 1.25% | 63,799 | 2,303 | 3.7% | $10.57万 | 加仓 |
| OKE | ONEOK INC NEW | $321.73万 | 1.37% | 35,594 | 197 | 0.6% | $1.78万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $334.48万 | 1.43% | 84,018 | 17,788 | 26.9% | $70.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $337.64万 | 1.44% | 7,046 | 119 | 1.7% | $5.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $371.01万 | 1.58% | 10,023 | 840 | 9.1% | $31.09万 | 加仓 |
| IJR | ISHARES TR | $375.25万 | 1.60% | 30,187 | -413 | -1.3% | -$5.13万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $399.44万 | 1.70% | 137,123 | 19,537 | 16.6% | $56.91万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $448.75万 | 1.91% | 7,276 | -54 | -0.7% | -$3.33万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $492.38万 | 2.10% | 50,960 | 2,019 | 4.1% | $19.51万 | 加仓 |
| SOXX | ISHARES TR | $517.63万 | 2.21% | 15,750 | 217 | 1.4% | $7.13万 | 加仓 |
| LQD | ISHARES TR | $524.17万 | 2.24% | 48,094 | -320 | -0.7% | -$3.49万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $531.61万 | 2.27% | 28,848 | 115 | 0.4% | $2.12万 | 加仓 |
| MOAT | VANECK ETF TRUST | $557.82万 | 2.38% | 57,686 | 772 | 1.4% | $7.47万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $562.37万 | 2.40% | 69,764 | 2,235 | 3.3% | $18.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $702.11万 | 2.99% | 20,782 | -2,358 | -10.2% | -$79.66万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $717.48万 | 3.06% | 154,629 | 4,325 | 2.9% | $20.07万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $722.70万 | 3.08% | 311,242 | 8,923 | 3.0% | $20.72万 | 加仓 |
| AAPL | APPLE INC | $788.65万 | 3.36% | 31,075 | -135 | -0.4% | -$3.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $857.01万 | 3.65% | 42,128 | -165 | -0.4% | -$3.36万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,107.85万 | 4.72% | 19,194 | 595 | 3.2% | $34.34万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,168.82万 | 4.98% | 380,970 | -8,537 | -2.2% | -$26.19万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,298.10万 | 5.54% | 117,507 | 4,720 | 4.2% | $52.14万 | 加仓 |
| IVW | ISHARES TR | $1,330.12万 | 5.67% | 117,595 | 3,837 | 3.4% | $43.40万 | 加仓 |