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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $1,330.12万 | 5.67% | 117,595 | 3,837 | 3.4% | $43.40万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,298.10万 | 5.54% | 117,507 | 4,720 | 4.2% | $52.14万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,168.82万 | 4.98% | 380,970 | -8,537 | -2.2% | -$26.19万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,107.85万 | 4.72% | 19,194 | 595 | 3.2% | $34.34万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $857.01万 | 3.65% | 42,128 | -165 | -0.4% | -$3.36万 | 减仓 |
| AAPL | APPLE INC | $788.65万 | 3.36% | 31,075 | -135 | -0.4% | -$3.43万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $722.70万 | 3.08% | 311,242 | 8,923 | 3.0% | $20.72万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $717.48万 | 3.06% | 154,629 | 4,325 | 2.9% | $20.07万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $702.11万 | 2.99% | 20,782 | -2,358 | -10.2% | -$79.66万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $562.37万 | 2.40% | 69,764 | 2,235 | 3.3% | $18.02万 | 加仓 |
| MOAT | VANECK ETF TRUST | $557.82万 | 2.38% | 57,686 | 772 | 1.4% | $7.47万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $531.61万 | 2.27% | 28,848 | 115 | 0.4% | $2.12万 | 加仓 |
| LQD | ISHARES TR | $524.17万 | 2.24% | 48,094 | -320 | -0.7% | -$3.49万 | 减仓 |
| SOXX | ISHARES TR | $517.63万 | 2.21% | 15,750 | 217 | 1.4% | $7.13万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $492.38万 | 2.10% | 50,960 | 2,019 | 4.1% | $19.51万 | 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 |
| SCHG | SCHWAB STRATEGIC TR | $399.44万 | 1.70% | 137,123 | 19,537 | 16.6% | $56.91万 | 加仓 |
| IJR | ISHARES TR | $375.25万 | 1.60% | 30,187 | -413 | -1.3% | -$5.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $371.01万 | 1.58% | 10,023 | 840 | 9.1% | $31.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $337.64万 | 1.44% | 7,046 | 119 | 1.7% | $5.70万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $334.48万 | 1.43% | 84,018 | 17,788 | 26.9% | $70.81万 | 加仓 |
| OKE | ONEOK INC NEW | $321.73万 | 1.37% | 35,594 | 197 | 0.6% | $1.78万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $292.77万 | 1.25% | 63,799 | 2,303 | 3.7% | $10.57万 | 加仓 |
| TLT | ISHARES TR | $286.71万 | 1.22% | 33,073 | 780 | 2.4% | $6.76万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $271.52万 | 1.16% | 125,878 | 4,364 | 3.6% | $9.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $259.30万 | 1.11% | 3,987 | 792 | 24.8% | $51.51万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $257.60万 | 1.10% | 72,932 | 370 | 0.5% | $1.31万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $251.43万 | 1.07% | 64,411 | -382 | -0.6% | -$1.49万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $246.81万 | 1.05% | 40,289 | -1,385 | -3.3% | -$8.48万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $243.98万 | 1.04% | 80,922 | 344 | 0.4% | $1.04万 | 加仓 |
| — | EXXON MOBIL CORP | $240.96万 | 1.03% | 14,203 | -18 | -0.1% | -$3,054 | 减仓 |
| VBR | VANGUARD INDEX FDS | $240.16万 | 1.02% | 11,055 | -21 | -0.2% | -$4,562 | 减仓 |
| AMZN | AMAZON COM INC | $234.66万 | 1.00% | 11,267 | 1,917 | 20.5% | $39.93万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $200.60万 | 0.86% | 66,970 | -1,458 | -2.1% | -$4.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $199.71万 | 0.85% | 2,004 | 15 | 0.8% | $1.49万 | 加仓 |
| MUB | ISHARES TR | $193.16万 | 0.82% | 18,197 | 684 | 3.9% | $7.26万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $184.02万 | 0.78% | 36,944 | 60 | 0.2% | $2,989 | 加仓 |
| USB | US BANCORP | $175.45万 | 0.75% | 33,734 | -220 | -0.6% | -$1.14万 | 减仓 |
| BA | BOEING CO | $174.79万 | 0.75% | 8,782 | 87 | 1.0% | $1.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $162.88万 | 0.69% | 9,339 | 714 | 8.3% | $12.45万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $137.17万 | 0.58% | 9,356 | 120 | 1.3% | $1.76万 | 加仓 |
| QCOM | QUALCOMM INC | $136.89万 | 0.58% | 10,630 | 10,630 | — | $136.89万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $134.43万 | 0.57% | 18,380 | 135 | 0.7% | $9,874 | 加仓 |
| VTV | VANGUARD INDEX FDS | $133.72万 | 0.57% | 6,815 | -171 | -2.4% | -$3.36万 | 减仓 |
| RTX | RTX CORPORATION | $132.62万 | 0.57% | 6,875 | 18 | 0.3% | $3,472 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $124.69万 | 0.53% | 19,894 | 1,376 | 7.4% | $8.62万 | 加仓 |
| FEGE | RBB FUND TRUST | $121.11万 | 0.52% | 25,768 | 10,336 | 67.0% | $48.58万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $119.44万 | 0.51% | 14,570 | -8 | -0.1% | -$656 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $117.98万 | 0.50% | 47,004 | 132 | 0.3% | $3,313 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $115.67万 | 0.49% | 24,638 | 1,284 | 5.5% | $6.03万 | 加仓 |
| SMH | VANECK ETF TRUST | $112.14万 | 0.48% | 2,925 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $107.21万 | 0.46% | 3,342 | -40 | -1.2% | -$1.28万 | 减仓 |
| GOOGL | ALPHABET INC | $102.75万 | 0.44% | 3,573 | -4,505 | -55.8% | -$129.56万 | 减仓 |
| MUNI | PIMCO ETF TR | $93.91万 | 0.40% | 17,993 | 26 | 0.1% | $1,357 | 加仓 |
| AVGO | BROADCOM INC | $93.54万 | 0.40% | 3,022 | 199 | 7.0% | $6.16万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $91.06万 | 0.39% | 19,600 | 1,500 | 8.3% | $6.97万 | 加仓 |
| IWR | ISHARES TR | $85.22万 | 0.36% | 8,765 | 1,188 | 15.7% | $11.55万 | 加仓 |
| V | VISA INC | $84.10万 | 0.36% | 2,783 | 198 | 7.7% | $5.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $82.67万 | 0.35% | 2,733 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $82.33万 | 0.35% | 23,132 | 2,614 | 12.7% | $9.30万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $81.26万 | 0.35% | 19,102 | 19,102 | — | $81.26万 | 新建仓 |
| USMV | ISHARES TR | $80.71万 | 0.34% | 8,703 | 34 | 0.4% | $3,153 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $79.97万 | 0.34% | 16,758 | 1,500 | 9.8% | $7.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $78.81万 | 0.34% | 1,319 | 14 | 1.1% | $8,365 | 加仓 |
| AMAT | APPLIED MATLS INC | $77.87万 | 0.33% | 2,278 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $76.76万 | 0.33% | 18,700 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $71.66万 | 0.31% | 7,725 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $69.05万 | 0.29% | 3,338 | 114 | 3.5% | $2.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $67.11万 | 0.29% | 1,343 | 12 | 0.9% | $5,997 | 加仓 |
| IAU | ISHARES GOLD TR | $61.69万 | 0.26% | 6,997 | 1,308 | 23.0% | $11.53万 | 加仓 |
| TBUX | T ROWE PRICE ETF INC | $60.69万 | 0.26% | 12,200 | 5,837 | 91.7% | $29.04万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $60.47万 | 0.26% | 42,199 | -750 | -1.7% | -$1.07万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $59.67万 | 0.25% | 24,111 | 1,576 | 7.0% | $3.90万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $59.32万 | 0.25% | 2,776 | -3,900 | -58.4% | -$83.33万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $54.99万 | 0.23% | 3,807 | 149 | 4.1% | $2.15万 | 加仓 |
| OGS | ONE GAS INC | $53.52万 | 0.23% | 6,213 | -75 | -1.2% | -$6,460 | 减仓 |
| URA | GLOBAL X FDS | $49.74万 | 0.21% | 10,270 | 3,570 | 53.3% | $17.29万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $49.36万 | 0.21% | 6,275 | 100 | 1.6% | $7,866 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $48.84万 | 0.21% | 1,775 | -50 | -2.7% | -$1.38万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $48.08万 | 0.21% | 2,973 | 529 | 21.6% | $8.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.86万 | 0.20% | 1,958 | 1 | 0.1% | $244 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $46.03万 | 0.20% | 4,382 | 1,885 | 75.5% | $19.80万 | 加仓 |
| SDY | SPDR SERIES TRUST | $44.95万 | 0.19% | 3,080 | 19 | 0.6% | $2,773 | 加仓 |
| WMT | WALMART INC | $44.82万 | 0.19% | 3,606 | 676 | 23.1% | $8.40万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $44.69万 | 0.19% | 8,881 | -6,297 | -41.5% | -$31.69万 | 减仓 |
| DG | DOLLAR GEN CORP | $44.33万 | 0.19% | 3,734 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $44.28万 | 0.19% | 1,825 | 8 | 0.4% | $1,941 | 加仓 |
| PEP | PEPSICO INC | $43.79万 | 0.19% | 2,820 | 15 | 0.5% | $2,329 | 加仓 |
| ORCL | ORACLE CORP | $42.70万 | 0.18% | 2,903 | 191 | 7.0% | $2.81万 | 加仓 |
| MCD | MCDONALDS CORP | $40.13万 | 0.17% | 1,291 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $39.58万 | 0.17% | 1,596 | -52 | -3.2% | -$1.29万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $37.12万 | 0.16% | 4,683 | -130 | -2.7% | -$1.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $35.39万 | 0.15% | 1,844 | 1,844 | — | $35.39万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $34.93万 | 0.15% | 3,151 | 4 | 0.1% | $443 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.51万 | 0.14% | 8,721 | -819 | -8.6% | -$3.15万 | 减仓 |
| COP | CONOCOPHILLIPS | $33.22万 | 0.14% | 2,517 | 66 | 2.7% | $8,712 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.04万 | 0.14% | 5,828 | 902 | 18.3% | $5.11万 | 加仓 |
| BUG | GLOBAL X FDS | $32.34万 | 0.14% | 12,880 | 2,270 | 21.4% | $5.70万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $30.74万 | 0.13% | 2,076 | 7 | 0.3% | $1,037 | 加仓 |
| BAC | BANK AMERICA CORP | $29.79万 | 0.13% | 6,110 | 500 | 8.9% | $2.44万 | 加仓 |