Midwest Financial Group LLC
Overland Park KS · SEC CIK 0001967193
$2.85亿2026Q2 申报市值
136持仓数
40.6%前十大占比 · 第一大 6.0%
15 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
UCON 新建仓+$372.92万
WCMI 新建仓+$273.16万
LALT 新建仓+$249.82万
FMB 新建仓+$217.31万
CGDV 加仓+$208.55万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,306.94万
AMD 减仓-$1,211.72万
LQD 减仓-$378.61万
FICS 清仓-$251.43万
DBMF 清仓-$243.98万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $183.52万 | 0.64% | 11,567 | 2,211 | 23.6% | $35.08万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $186.05万 | 0.65% | 20,707 | 813 | 4.1% | $7.30万 | 加仓 |
| BA | BOEING CO | $188.05万 | 0.66% | 8,687 | -95 | -1.1% | -$2.06万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $190.72万 | 0.67% | 38,313 | 1,369 | 3.7% | $6.81万 | 加仓 |
| QCOM | QUALCOMM INC | $190.89万 | 0.67% | 10,330 | -300 | -2.8% | -$5.54万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $192.76万 | 0.68% | 36,295 | -3,994 | -9.9% | -$21.21万 | 减仓 |
| USB | US BANCORP | $200.13万 | 0.70% | 33,134 | -600 | -1.8% | -$3.62万 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $214.67万 | 0.75% | 67,107 | 137 | 0.2% | $4,383 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $217.31万 | 0.76% | 42,306 | 42,306 | — | $217.31万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $232.62万 | 0.82% | 11,626 | 2,287 | 24.5% | $45.76万 | 加仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $249.82万 | 0.88% | 103,963 | 103,963 | — | $249.82万 | 新建仓 |
| AMZN | AMAZON COM INC | $262.72万 | 0.92% | 11,023 | -244 | -2.2% | -$5.82万 | 减仓 |
| TLT | ISHARES TR | $269.83万 | 0.95% | 31,223 | -1,850 | -5.6% | -$15.99万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $269.85万 | 0.95% | 11,105 | 50 | 0.5% | $1.21万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $273.16万 | 0.96% | 139,583 | 139,583 | — | $273.16万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $288.53万 | 1.01% | 134,827 | 8,949 | 7.1% | $19.15万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $290.96万 | 1.02% | 74,091 | 1,159 | 1.6% | $4.55万 | 加仓 |
| OKE | ONEOK INC NEW | $301.65万 | 1.06% | 34,696 | -898 | -2.5% | -$7.81万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $302.68万 | 1.06% | 61,421 | 42,319 | 221.5% | $208.55万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $319.79万 | 1.12% | 4,282 | 295 | 7.4% | $22.03万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $320.31万 | 1.12% | 70,647 | 6,848 | 10.7% | $31.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $368.69万 | 1.29% | 7,368 | 322 | 4.6% | $16.11万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $372.92万 | 1.31% | 149,886 | 149,886 | — | $372.92万 | 新建仓 |
| MSFT | MICROSOFT CORP | $397.75万 | 1.40% | 10,663 | 640 | 6.4% | $23.87万 | 加仓 |
| IJR | ISHARES TR | $453.53万 | 1.59% | 30,580 | 393 | 1.3% | $5.83万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $469.60万 | 1.65% | 109,924 | 25,906 | 30.8% | $110.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $482.34万 | 1.69% | 142,537 | 5,414 | 3.9% | $18.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $524.63万 | 1.84% | 7,459 | 183 | 2.5% | $12.87万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $594.99万 | 2.09% | 30,111 | 1,263 | 4.4% | $24.96万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $635.03万 | 2.23% | 53,306 | 2,346 | 4.6% | $27.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $644.51万 | 2.26% | 61,996 | 4,310 | 7.5% | $44.81万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $728.80万 | 2.56% | 79,903 | 10,139 | 14.5% | $92.48万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $772.60万 | 2.71% | 334,025 | 22,783 | 7.3% | $52.70万 | 加仓 |
| SOXX | ISHARES TR | $787.24万 | 2.76% | 12,286 | -3,464 | -22.0% | -$221.96万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $843.77万 | 2.96% | 165,608 | 10,979 | 7.1% | $55.94万 | 加仓 |
| AAPL | APPLE INC | $883.80万 | 3.10% | 30,543 | -532 | -1.7% | -$15.39万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,092.00万 | 3.83% | 9,460 | -11,322 | -54.5% | -$1,306.94万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,224.82万 | 4.30% | 386,258 | 5,288 | 1.4% | $16.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,235.54万 | 4.33% | 21,269 | -20,859 | -49.5% | -$1,211.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,485.16万 | 5.21% | 20,168 | 974 | 5.1% | $71.72万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,525.44万 | 5.35% | 122,270 | 4,763 | 4.1% | $59.42万 | 加仓 |
| IVW | ISHARES TR | $1,710.12万 | 6.00% | 124,345 | 6,750 | 5.7% | $92.83万 | 加仓 |