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 |
|---|---|---|---|---|---|---|---|---|
| FICS | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -64,411 | -100.0% | -$251.43万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -80,922 | -100.0% | -$243.98万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -18,197 | -100.0% | -$193.16万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -764 | -100.0% | -$28.40万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,465 | -100.0% | -$22.63万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,158 | -100.0% | -$21.96万 | 清仓 |
| — | PURPLE INNOVATION INC | $4.11万 | 0.01% | 115,000 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $6.65万 | 0.02% | 18,115 | 7,980 | 78.7% | $2.93万 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $11.19万 | 0.04% | 13,150 | -1,277 | -8.9% | -$1.09万 | 减仓 |
| — | AMPLITECH GROUP INC | $20.15万 | 0.07% | 28,950 | 28,950 | — | $20.15万 | 新建仓 |
| INTC | INTEL CORP | $20.25万 | 0.07% | 1,450 | 1,450 | — | $20.25万 | 新建仓 |
| DE | DEERE & CO | $20.49万 | 0.07% | 323 | 323 | — | $20.49万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.91万 | 0.07% | 2,266 | 2,266 | — | $20.91万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $21.21万 | 0.07% | 8,395 | -1,905 | -18.5% | -$4.81万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.48万 | 0.08% | 6,451 | -2,270 | -26.0% | -$7.56万 | 减仓 |
| EVRG | EVERGY INC | $21.93万 | 0.08% | 2,538 | 2 | 0.1% | $173 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $22.42万 | 0.08% | 2,598 | 8 | 0.3% | $690 | 加仓 |
| NOW | SERVICENOW INC | $22.74万 | 0.08% | 2,290 | 2,290 | — | $22.74万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $23.81万 | 0.08% | 651 | -32 | -4.7% | -$1.17万 | 重新持有 |
| AFL | AFLAC INC | $25.61万 | 0.09% | 2,184 | 3 | 0.1% | $352 | 加仓 |
| MAGS | LISTED FDS TR | $26.01万 | 0.09% | 4,045 | 4,045 | — | $26.01万 | 新建仓 |
| COP | CONOCOPHILLIPS | $26.17万 | 0.09% | 2,517 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.02万 | 0.09% | 1,074 | 2 | 0.2% | $503 | 加仓 |
| LRCX | LAM RESEARCH CORP | $27.52万 | 0.10% | 635 | -2,141 | -77.1% | -$92.78万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $27.55万 | 0.10% | 5,139 | 168 | 3.4% | $9,006 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $27.91万 | 0.10% | 5,427 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $28.49万 | 0.10% | 5,273 | 17 | 0.3% | $919 | 加仓 |
| EFA | ISHARES TR | $28.88万 | 0.10% | 2,780 | 167 | 6.4% | $1.73万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $29.36万 | 0.10% | 7,106 | -1,775 | -20.0% | -$7.33万 | 减仓 |
| GOOG | ALPHABET INC | $29.74万 | 0.10% | 842 | -40 | -4.5% | -$1.41万 | 减仓 |
| IVV | ISHARES TR | $30.21万 | 0.11% | 403 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $30.60万 | 0.11% | 863 | 863 | — | $30.60万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.99万 | 0.11% | 649 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $31.20万 | 0.11% | 2,660 | 116 | 4.6% | $1.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.92万 | 0.12% | 2,083 | 7 | 0.3% | $1,106 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $33.18万 | 0.12% | 1,014 | 4 | 0.4% | $1,309 | 加仓 |
| BAC | BANK OF AMER CORP | $34.25万 | 0.12% | 6,011 | -99 | -1.6% | -$5,641 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $34.54万 | 0.12% | 3,224 | 73 | 2.3% | $7,820 | 加仓 |
| MCD | MCDONALDS CORP | $34.90万 | 0.12% | 1,291 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $35.33万 | 0.12% | 2,465 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.76万 | 0.13% | 4,778 | 95 | 2.0% | $7,508 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $38.35万 | 0.13% | 3,824 | 3,824 | — | $38.35万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $39.20万 | 0.14% | 2,058 | -73 | -3.4% | -$1.39万 | 减仓 |
| PEP | PEPSICO INC | $40.46万 | 0.14% | 2,988 | 168 | 6.0% | $2.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.96万 | 0.14% | 985 | 4 | 0.4% | $1,663 | 加仓 |
| WMT | WALMART INC | $41.61万 | 0.15% | 3,674 | 68 | 1.9% | $7,702 | 加仓 |
| DG | DOLLAR GEN CORP | $42.69万 | 0.15% | 3,709 | -25 | -0.7% | -$2,878 | 减仓 |
| VO | VANGUARD INDEX FDS | $43.02万 | 0.15% | 5,339 | 1,295 | 32.0% | $10.43万 | 加仓 |
| ORCL | ORACLE CORP | $46.24万 | 0.16% | 3,155 | 252 | 8.7% | $3.69万 | 加仓 |
| SDY | SPDR SERIES TRUST | $47.17万 | 0.17% | 3,100 | 20 | 0.6% | $3,043 | 加仓 |
| SHLD | GLOBAL X FDS | $47.59万 | 0.17% | 7,970 | 7,970 | — | $47.59万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.76万 | 0.17% | 2,245 | 401 | 21.7% | $8.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $47.86万 | 0.17% | 8,473 | 2,645 | 45.4% | $14.94万 | 加仓 |
| OGS | ONE GAS INC | $47.89万 | 0.17% | 6,213 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $49.10万 | 0.17% | 4,108 | 1,596 | 63.5% | $19.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.76万 | 0.17% | 1,959 | 1 | 0.1% | $254 | 加仓 |
| UNP | UNION PAC CORP | $50.38万 | 0.18% | 1,852 | 27 | 1.5% | $7,345 | 加仓 |
| IAU | ISHARES GOLD TR | $53.04万 | 0.19% | 7,024 | 27 | 0.4% | $2,039 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $54.37万 | 0.19% | 6,275 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $54.59万 | 0.19% | 4,624 | 242 | 5.5% | $2.86万 | 加仓 |
| IWM | ISHARES TR | $54.71万 | 0.19% | 1,821 | 225 | 14.1% | $6.76万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $55.31万 | 0.19% | 2,986 | 13 | 0.4% | $2,408 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.53万 | 0.19% | 3,787 | -20 | -0.5% | -$2,933 | 减仓 |
| CVX | CHEVRON CORPORATION | $55.54万 | 0.19% | 3,351 | 13 | 0.4% | $2,155 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $56.36万 | 0.20% | 1,775 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $59.25万 | 0.21% | 13,559 | 3,289 | 32.0% | $14.37万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $60.68万 | 0.21% | 42,199 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $68.41万 | 0.24% | 1,332 | -11 | -0.8% | -$5,650 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $68.88万 | 0.24% | 24,865 | 754 | 3.1% | $2.09万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $70.23万 | 0.25% | 17,458 | 700 | 4.2% | $2.82万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $75.88万 | 0.27% | 10,275 | 10,275 | — | $75.88万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $76.67万 | 0.27% | 13,500 | 8,900 | 193.5% | $50.54万 | 加仓 |
| USMV | ISHARES TR | $83.13万 | 0.29% | 8,618 | -85 | -1.0% | -$8,199 | 减仓 |
| CSX | CSX CORP | $85.08万 | 0.30% | 17,900 | -800 | -4.3% | -$3.80万 | 减仓 |
| BUG | GLOBAL X FDS | $86.25万 | 0.30% | 22,585 | 9,705 | 75.3% | $37.06万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $91.78万 | 0.32% | 6,000 | -1,725 | -22.3% | -$26.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $92.44万 | 0.32% | 2,733 | 0 | 0.0% | — | 不变 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $94.35万 | 0.33% | 18,957 | 6,757 | 55.4% | $33.63万 | 加仓 |
| MUNI | PIMCO ETF TR | $100.00万 | 0.35% | 19,011 | 1,018 | 5.7% | $5.35万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $104.57万 | 0.37% | 18,550 | -1,050 | -5.4% | -$5.92万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $104.66万 | 0.37% | 25,464 | 2,332 | 10.1% | $9.58万 | 加仓 |
| AVGO | BROADCOM INC | $118.91万 | 0.42% | 3,148 | 126 | 4.2% | $4.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.33万 | 0.42% | 1,752 | 433 | 32.8% | $29.74万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $123.32万 | 0.43% | 14,845 | 275 | 1.9% | $2.28万 | 加仓 |
| IWR | ISHARES TR | $123.36万 | 0.43% | 11,182 | 2,417 | 27.6% | $26.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $124.19万 | 0.44% | 3,356 | 14 | 0.4% | $5,181 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $127.28万 | 0.45% | 27,190 | 2,552 | 10.4% | $11.95万 | 加仓 |
| SMH | VANECK ETF TRUST | $130.52万 | 0.46% | 1,990 | -935 | -32.0% | -$61.33万 | 减仓 |
| RTX | RTX CORPORATION | $131.02万 | 0.46% | 6,906 | 31 | 0.5% | $5,881 | 加仓 |
| GOOGL | ALPHABET INC | $136.61万 | 0.48% | 3,823 | 250 | 7.0% | $8.93万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $136.86万 | 0.48% | 47,258 | 254 | 0.5% | $7,356 | 加仓 |
| V | VISA INC | $140.39万 | 0.49% | 4,092 | 1,309 | 47.0% | $44.91万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $142.65万 | 0.50% | 19,046 | 666 | 3.6% | $4.99万 | 加仓 |
| LQD | ISHARES TR | $145.93万 | 0.51% | 13,380 | -34,714 | -72.2% | -$378.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $150.25万 | 0.53% | 6,895 | 80 | 1.2% | $1.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $164.88万 | 0.58% | 2,281 | 3 | 0.1% | $2,169 | 加仓 |
| FEGE | RBB FUND TRUST | $178.25万 | 0.63% | 36,437 | 10,669 | 41.4% | $52.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $179.61万 | 0.63% | 1,920 | -84 | -4.2% | -$7.86万 | 减仓 |
| — | EXXON MOBIL CORP | $180.30万 | 0.63% | 13,187 | -1,016 | -7.2% | -$13.89万 | 减仓 |
| IGV | ISHARES TR | $182.20万 | 0.64% | 20,110 | 20,110 | — | $182.20万 | 新建仓 |