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 |
|---|---|---|---|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $38.35万 | 0.13% | 3,824 | 3,824 | — | $38.35万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.76万 | 0.13% | 4,778 | 95 | 2.0% | $7,508 | 加仓 |
| HRI | HERC HLDGS INC | $35.33万 | 0.12% | 2,465 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $34.90万 | 0.12% | 1,291 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $34.54万 | 0.12% | 3,224 | 73 | 2.3% | $7,820 | 加仓 |
| BAC | BANK OF AMER CORP | $34.25万 | 0.12% | 6,011 | -99 | -1.6% | -$5,641 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $33.18万 | 0.12% | 1,014 | 4 | 0.4% | $1,309 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.92万 | 0.12% | 2,083 | 7 | 0.3% | $1,106 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $31.20万 | 0.11% | 2,660 | 116 | 4.6% | $1.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.99万 | 0.11% | 649 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $30.60万 | 0.11% | 863 | 863 | — | $30.60万 | 新建仓 |
| IVV | ISHARES TR | $30.21万 | 0.11% | 403 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.74万 | 0.10% | 842 | -40 | -4.5% | -$1.41万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $29.36万 | 0.10% | 7,106 | -1,775 | -20.0% | -$7.33万 | 减仓 |
| EFA | ISHARES TR | $28.88万 | 0.10% | 2,780 | 167 | 6.4% | $1.73万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $28.49万 | 0.10% | 5,273 | 17 | 0.3% | $919 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $27.91万 | 0.10% | 5,427 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $27.55万 | 0.10% | 5,139 | 168 | 3.4% | $9,006 | 加仓 |
| LRCX | LAM RESEARCH CORP | $27.52万 | 0.10% | 635 | -2,141 | -77.1% | -$92.78万 | 减仓 |
| ABBV | ABBVIE INC | $27.02万 | 0.09% | 1,074 | 2 | 0.2% | $503 | 加仓 |
| COP | CONOCOPHILLIPS | $26.17万 | 0.09% | 2,517 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $26.01万 | 0.09% | 4,045 | 4,045 | — | $26.01万 | 新建仓 |
| AFL | AFLAC INC | $25.61万 | 0.09% | 2,184 | 3 | 0.1% | $352 | 加仓 |
| VBK | VANGUARD INDEX FDS | $23.81万 | 0.08% | 651 | -32 | -4.7% | -$1.17万 | 重新持有 |
| NOW | SERVICENOW INC | $22.74万 | 0.08% | 2,290 | 2,290 | — | $22.74万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $22.42万 | 0.08% | 2,598 | 8 | 0.3% | $690 | 加仓 |
| EVRG | EVERGY INC | $21.93万 | 0.08% | 2,538 | 2 | 0.1% | $173 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.48万 | 0.08% | 6,451 | -2,270 | -26.0% | -$7.56万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $21.21万 | 0.07% | 8,395 | -1,905 | -18.5% | -$4.81万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $20.91万 | 0.07% | 2,266 | 2,266 | — | $20.91万 | 新建仓 |
| DE | DEERE & CO | $20.49万 | 0.07% | 323 | 323 | — | $20.49万 | 新建仓 |
| INTC | INTEL CORP | $20.25万 | 0.07% | 1,450 | 1,450 | — | $20.25万 | 新建仓 |
| — | AMPLITECH GROUP INC | $20.15万 | 0.07% | 28,950 | 28,950 | — | $20.15万 | 新建仓 |
| CFFN | CAPITOL FED FINL INC | $11.19万 | 0.04% | 13,150 | -1,277 | -8.9% | -$1.09万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $6.65万 | 0.02% | 18,115 | 7,980 | 78.7% | $2.93万 | 加仓 |
| — | PURPLE INNOVATION INC | $4.11万 | 0.01% | 115,000 | 0 | 0.0% | — | 不变 |
| 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 |