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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $29.72万 | 0.13% | 1,010 | 88 | 9.5% | $2.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $29.04万 | 0.12% | 1,011 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $28.40万 | 0.12% | 764 | 112 | 17.2% | $4.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $28.32万 | 0.12% | 2,131 | 176 | 9.0% | $2.34万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $27.72万 | 0.12% | 2,544 | 15 | 0.6% | $1,635 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.55万 | 0.11% | 981 | 19 | 2.0% | $5,142 | 加仓 |
| IVV | ISHARES TR | $26.35万 | 0.11% | 403 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $25.38万 | 0.11% | 2,613 | 290 | 12.5% | $2.82万 | 加仓 |
| GOOG | ALPHABET INC | $25.29万 | 0.11% | 882 | 1 | 0.1% | $287 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $24.98万 | 0.11% | 5,256 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $24.54万 | 0.10% | 4,971 | 601 | 13.8% | $2.97万 | 加仓 |
| HRI | HERC HLDGS INC | $24.54万 | 0.10% | 2,465 | 312 | 14.5% | $3.11万 | 加仓 |
| AFL | AFLAC INC | $23.93万 | 0.10% | 2,181 | 3 | 0.1% | $329 | 加仓 |
| ABBV | ABBVIE INC | $23.31万 | 0.10% | 1,072 | 2 | 0.2% | $435 | 加仓 |
| QQQI | NEOS ETF TRUST | $22.86万 | 0.10% | 4,600 | 200 | 4.5% | $9,938 | 加仓 |
| PFF | ISHARES TR | $22.63万 | 0.10% | 7,465 | -175 | -2.3% | -$5,306 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $22.27万 | 0.09% | 10,300 | -400 | -3.7% | -$8,648 | 减仓 |
| NKE | NIKE INC | $21.96万 | 0.09% | 4,158 | 4,158 | — | $21.96万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.93万 | 0.09% | 649 | 649 | — | $21.93万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $21.88万 | 0.09% | 314 | 1 | 0.3% | $697 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $20.82万 | 0.09% | 2,590 | -100 | -3.7% | -$8,039 | 减仓 |
| EVRG | EVERGY INC | $20.78万 | 0.09% | 2,536 | 2,536 | — | $20.78万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $20.39万 | 0.09% | 5,427 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $10.29万 | 0.04% | 14,427 | -1,278 | -8.1% | -$9,112 | 减仓 |
| — | PURPLE INNOVATION INC | $7.60万 | 0.03% | 115,000 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $3.11万 | 0.01% | 10,135 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -9,853 | -100.0% | -$25.85万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,300 | -100.0% | -$21.50万 | 清仓 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |