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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $1,710.12万 | 6.00% | 124,345 | 6,750 | 5.7% | $92.83万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,525.44万 | 5.35% | 122,270 | 4,763 | 4.1% | $59.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,485.16万 | 5.21% | 20,168 | 974 | 5.1% | $71.72万 | 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 |
| SCHD | SCHWAB STRATEGIC TR | $1,224.82万 | 4.30% | 386,258 | 5,288 | 1.4% | $16.77万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,092.00万 | 3.83% | 9,460 | -11,322 | -54.5% | -$1,306.94万 | 减仓 |
| AAPL | APPLE INC | $883.80万 | 3.10% | 30,543 | -532 | -1.7% | -$15.39万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $843.77万 | 2.96% | 165,608 | 10,979 | 7.1% | $55.94万 | 加仓 |
| SOXX | ISHARES TR | $787.24万 | 2.76% | 12,286 | -3,464 | -22.0% | -$221.96万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $772.60万 | 2.71% | 334,025 | 22,783 | 7.3% | $52.70万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $728.80万 | 2.56% | 79,903 | 10,139 | 14.5% | $92.48万 | 加仓 |
| MOAT | VANECK ETF TRUST | $644.51万 | 2.26% | 61,996 | 4,310 | 7.5% | $44.81万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $635.03万 | 2.23% | 53,306 | 2,346 | 4.6% | $27.95万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $594.99万 | 2.09% | 30,111 | 1,263 | 4.4% | $24.96万 | 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 |
| SCHG | SCHWAB STRATEGIC TR | $482.34万 | 1.69% | 142,537 | 5,414 | 3.9% | $18.32万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $469.60万 | 1.65% | 109,924 | 25,906 | 30.8% | $110.67万 | 加仓 |
| IJR | ISHARES TR | $453.53万 | 1.59% | 30,580 | 393 | 1.3% | $5.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $397.75万 | 1.40% | 10,663 | 640 | 6.4% | $23.87万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $372.92万 | 1.31% | 149,886 | 149,886 | — | $372.92万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $368.69万 | 1.29% | 7,368 | 322 | 4.6% | $16.11万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $320.31万 | 1.12% | 70,647 | 6,848 | 10.7% | $31.05万 | 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 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $302.68万 | 1.06% | 61,421 | 42,319 | 221.5% | $208.55万 | 加仓 |
| OKE | ONEOK INC NEW | $301.65万 | 1.06% | 34,696 | -898 | -2.5% | -$7.81万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $290.96万 | 1.02% | 74,091 | 1,159 | 1.6% | $4.55万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $288.53万 | 1.01% | 134,827 | 8,949 | 7.1% | $19.15万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $273.16万 | 0.96% | 139,583 | 139,583 | — | $273.16万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $269.85万 | 0.95% | 11,105 | 50 | 0.5% | $1.21万 | 加仓 |
| TLT | ISHARES TR | $269.83万 | 0.95% | 31,223 | -1,850 | -5.6% | -$15.99万 | 减仓 |
| AMZN | AMAZON COM INC | $262.72万 | 0.92% | 11,023 | -244 | -2.2% | -$5.82万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $249.82万 | 0.88% | 103,963 | 103,963 | — | $249.82万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $232.62万 | 0.82% | 11,626 | 2,287 | 24.5% | $45.76万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $217.31万 | 0.76% | 42,306 | 42,306 | — | $217.31万 | 新建仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $214.67万 | 0.75% | 67,107 | 137 | 0.2% | $4,383 | 加仓 |
| USB | US BANCORP | $200.13万 | 0.70% | 33,134 | -600 | -1.8% | -$3.62万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $192.76万 | 0.68% | 36,295 | -3,994 | -9.9% | -$21.21万 | 减仓 |
| QCOM | QUALCOMM INC | $190.89万 | 0.67% | 10,330 | -300 | -2.8% | -$5.54万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $190.72万 | 0.67% | 38,313 | 1,369 | 3.7% | $6.81万 | 加仓 |
| BA | BOEING CO | $188.05万 | 0.66% | 8,687 | -95 | -1.1% | -$2.06万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $186.05万 | 0.65% | 20,707 | 813 | 4.1% | $7.30万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $183.52万 | 0.64% | 11,567 | 2,211 | 23.6% | $35.08万 | 加仓 |
| IGV | ISHARES TR | $182.20万 | 0.64% | 20,110 | 20,110 | — | $182.20万 | 新建仓 |
| — | EXXON MOBIL CORP | $180.30万 | 0.63% | 13,187 | -1,016 | -7.2% | -$13.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $179.61万 | 0.63% | 1,920 | -84 | -4.2% | -$7.86万 | 减仓 |
| FEGE | RBB FUND TRUST | $178.25万 | 0.63% | 36,437 | 10,669 | 41.4% | $52.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $164.88万 | 0.58% | 2,281 | 3 | 0.1% | $2,169 | 加仓 |
| VTV | VANGUARD INDEX FDS | $150.25万 | 0.53% | 6,895 | 80 | 1.2% | $1.74万 | 加仓 |
| LQD | ISHARES TR | $145.93万 | 0.51% | 13,380 | -34,714 | -72.2% | -$378.61万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $142.65万 | 0.50% | 19,046 | 666 | 3.6% | $4.99万 | 加仓 |
| V | VISA INC | $140.39万 | 0.49% | 4,092 | 1,309 | 47.0% | $44.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $136.86万 | 0.48% | 47,258 | 254 | 0.5% | $7,356 | 加仓 |
| GOOGL | ALPHABET INC | $136.61万 | 0.48% | 3,823 | 250 | 7.0% | $8.93万 | 加仓 |
| RTX | RTX CORPORATION | $131.02万 | 0.46% | 6,906 | 31 | 0.5% | $5,881 | 加仓 |
| SMH | VANECK ETF TRUST | $130.52万 | 0.46% | 1,990 | -935 | -32.0% | -$61.33万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $127.28万 | 0.45% | 27,190 | 2,552 | 10.4% | $11.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $124.19万 | 0.44% | 3,356 | 14 | 0.4% | $5,181 | 加仓 |
| IWR | ISHARES TR | $123.36万 | 0.43% | 11,182 | 2,417 | 27.6% | $26.66万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $123.32万 | 0.43% | 14,845 | 275 | 1.9% | $2.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $120.33万 | 0.42% | 1,752 | 433 | 32.8% | $29.74万 | 加仓 |
| AVGO | BROADCOM INC | $118.91万 | 0.42% | 3,148 | 126 | 4.2% | $4.76万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $104.66万 | 0.37% | 25,464 | 2,332 | 10.1% | $9.58万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $104.57万 | 0.37% | 18,550 | -1,050 | -5.4% | -$5.92万 | 减仓 |
| MUNI | PIMCO ETF TR | $100.00万 | 0.35% | 19,011 | 1,018 | 5.7% | $5.35万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $94.35万 | 0.33% | 18,957 | 6,757 | 55.4% | $33.63万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $92.44万 | 0.32% | 2,733 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $91.78万 | 0.32% | 6,000 | -1,725 | -22.3% | -$26.39万 | 减仓 |
| BUG | GLOBAL X FDS | $86.25万 | 0.30% | 22,585 | 9,705 | 75.3% | $37.06万 | 加仓 |
| CSX | CSX CORP | $85.08万 | 0.30% | 17,900 | -800 | -4.3% | -$3.80万 | 减仓 |
| USMV | ISHARES TR | $83.13万 | 0.29% | 8,618 | -85 | -1.0% | -$8,199 | 减仓 |
| QQQI | NEOS ETF TRUST | $76.67万 | 0.27% | 13,500 | 8,900 | 193.5% | $50.54万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $75.88万 | 0.27% | 10,275 | 10,275 | — | $75.88万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $70.23万 | 0.25% | 17,458 | 700 | 4.2% | $2.82万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $68.88万 | 0.24% | 24,865 | 754 | 3.1% | $2.09万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $68.41万 | 0.24% | 1,332 | -11 | -0.8% | -$5,650 | 减仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $60.68万 | 0.21% | 42,199 | 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 |
| RCL | ROYAL CARIBBEAN GROUP | $56.36万 | 0.20% | 1,775 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $55.54万 | 0.19% | 3,351 | 13 | 0.4% | $2,155 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.53万 | 0.19% | 3,787 | -20 | -0.5% | -$2,933 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $55.31万 | 0.19% | 2,986 | 13 | 0.4% | $2,408 | 加仓 |
| IWM | ISHARES TR | $54.71万 | 0.19% | 1,821 | 225 | 14.1% | $6.76万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $54.59万 | 0.19% | 4,624 | 242 | 5.5% | $2.86万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $54.37万 | 0.19% | 6,275 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $53.04万 | 0.19% | 7,024 | 27 | 0.4% | $2,039 | 加仓 |
| UNP | UNION PAC CORP | $50.38万 | 0.18% | 1,852 | 27 | 1.5% | $7,345 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.76万 | 0.17% | 1,959 | 1 | 0.1% | $254 | 加仓 |
| VGT | VANGUARD WORLD FD | $49.10万 | 0.17% | 4,108 | 1,596 | 63.5% | $19.08万 | 加仓 |
| OGS | ONE GAS INC | $47.89万 | 0.17% | 6,213 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $47.86万 | 0.17% | 8,473 | 2,645 | 45.4% | $14.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $47.76万 | 0.17% | 2,245 | 401 | 21.7% | $8.53万 | 加仓 |
| SHLD | GLOBAL X FDS | $47.59万 | 0.17% | 7,970 | 7,970 | — | $47.59万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $47.17万 | 0.17% | 3,100 | 20 | 0.6% | $3,043 | 加仓 |
| ORCL | ORACLE CORP | $46.24万 | 0.16% | 3,155 | 252 | 8.7% | $3.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $43.02万 | 0.15% | 5,339 | 1,295 | 32.0% | $10.43万 | 加仓 |
| DG | DOLLAR GEN CORP | $42.69万 | 0.15% | 3,709 | -25 | -0.7% | -$2,878 | 减仓 |
| WMT | WALMART INC | $41.61万 | 0.15% | 3,674 | 68 | 1.9% | $7,702 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $40.96万 | 0.14% | 985 | 4 | 0.4% | $1,663 | 加仓 |
| PEP | PEPSICO INC | $40.46万 | 0.14% | 2,988 | 168 | 6.0% | $2.27万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $39.20万 | 0.14% | 2,058 | -73 | -3.4% | -$1.39万 | 减仓 |