Midwest Financial Partners Investments, Inc.
ST. CLOUD MN · SEC CIK 0001968851
$2.41亿2026Q2 申报市值
80持仓数
62.7%前十大占比 · 第一大 10.1%
8 / 5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
TFLO 新建仓+$1,875.74万
PUTNAM ETF TRUST 加仓+$286.91万
VTV 加仓+$172.75万
FLMI 加仓+$167.24万
VEA 加仓+$158.91万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$66.63万
TECH 减仓-$58.37万
SGOV 减仓-$57.39万
SLV 清仓-$33.73万
GLD 清仓-$31.41万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,950 | -100.0% | -$33.73万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -730 | -100.0% | -$31.41万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,760 | -100.0% | -$23.23万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,500 | -100.0% | -$22.52万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -562 | -100.0% | -$20.89万 | 清仓 |
| WMT | WALMART INC | $20.77万 | 0.09% | 1,834 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.53万 | 0.09% | 1,575 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $21.88万 | 0.09% | 1,591 | -289 | -15.4% | -$3.97万 | 减仓 |
| LLY | ELI LILLY & CO | $22.07万 | 0.09% | 184 | 184 | — | $22.07万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $24.06万 | 0.10% | 6,658 | 6,658 | — | $24.06万 | 新建仓 |
| YUM | YUM BRANDS INC | $25.34万 | 0.11% | 1,585 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $25.91万 | 0.11% | 3,787 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $26.61万 | 0.11% | 1,100 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.62万 | 0.11% | 2,266 | 2,266 | — | $26.62万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.03万 | 0.12% | 587 | 587 | — | $28.03万 | 新建仓 |
| ABBV | ABBVIE INC | $28.59万 | 0.12% | 1,136 | 232 | 25.7% | $5.84万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $28.64万 | 0.12% | 493 | 493 | — | $28.64万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.73万 | 0.12% | 8,630 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.54万 | 0.12% | 2,016 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $30.15万 | 0.13% | 2,227 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $31.22万 | 0.13% | 6,446 | 6,446 | — | $31.22万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $31.59万 | 0.13% | 6,270 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $32.84万 | 0.14% | 1,293 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $33.59万 | 0.14% | 7,870 | 790 | 11.2% | $3.37万 | 加仓 |
| IJH | ISHARES TR | $37.65万 | 0.16% | 4,883 | -1,114 | -18.6% | -$8.59万 | 减仓 |
| SBUX | STARBUCKS CORP | $39.64万 | 0.16% | 3,879 | 1,536 | 65.6% | $15.70万 | 加仓 |
| BA | BOEING CO | $39.77万 | 0.17% | 1,837 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $39.94万 | 0.17% | 1,164 | -3 | -0.3% | -$1,029 | 减仓 |
| IEFA | ISHARES TR | $40.74万 | 0.17% | 4,218 | 29 | 0.7% | $2,801 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.87万 | 0.17% | 7,099 | 64 | 0.9% | $3,775 | 加仓 |
| NUE | NUCOR CORP | $42.50万 | 0.18% | 1,908 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $44.11万 | 0.18% | 555 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $44.21万 | 0.18% | 1,307 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $45.69万 | 0.19% | 5,515 | 66 | 1.2% | $5,467 | 加仓 |
| IJR | ISHARES TR | $49.50万 | 0.21% | 3,337 | 35 | 1.1% | $5,192 | 加仓 |
| AMZN | AMAZON COM INC | $53.03万 | 0.22% | 2,225 | -17 | -0.8% | -$4,052 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $59.54万 | 0.25% | 1,819 | 10 | 0.6% | $3,273 | 加仓 |
| DE | DEERE & CO | $60.20万 | 0.25% | 949 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $60.39万 | 0.25% | 1,453 | -101 | -6.5% | -$4.20万 | 减仓 |
| AVGO | BROADCOM INC | $62.90万 | 0.26% | 1,665 | 16 | 1.0% | $6,044 | 加仓 |
| ILMN | ILLUMINA INC | $64.16万 | 0.27% | 3,649 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $64.42万 | 0.27% | 5,505 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $65.18万 | 0.27% | 26,084 | 5,864 | 29.0% | $14.65万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $65.33万 | 0.27% | 2,955 | 2,955 | — | $65.33万 | 新建仓 |
| HON | HONEYWELL INTL INC | $66.16万 | 0.27% | 2,955 | -2,976 | -50.2% | -$66.63万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $67.95万 | 0.28% | 13,434 | 2,284 | 20.5% | $11.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $73.62万 | 0.31% | 1,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.31% | 1 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $78.02万 | 0.32% | 4,819 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $82.80万 | 0.34% | 2,317 | -151 | -6.1% | -$5.40万 | 减仓 |
| AMGN | AMGEN INC | $84.95万 | 0.35% | 2,346 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $88.67万 | 0.37% | 3,438 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $89.82万 | 0.37% | 18,921 | -82 | -0.4% | -$3,893 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $112.24万 | 0.47% | 1,503 | 27 | 1.8% | $2.02万 | 加仓 |
| GOOG | ALPHABET INC | $123.38万 | 0.51% | 3,492 | -664 | -16.0% | -$23.46万 | 减仓 |
| HEI | HEICO CORP NEW | $123.95万 | 0.51% | 3,480 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $142.17万 | 0.59% | 61,409 | -6,363 | -9.4% | -$14.73万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $189.08万 | 0.79% | 27,741 | 1,530 | 5.8% | $10.43万 | 加仓 |
| ZAP | GLOBAL X FDS | $199.89万 | 0.83% | 57,755 | 2,809 | 5.1% | $9.72万 | 加仓 |
| EAGG | ISHARES TR | $200.44万 | 0.83% | 42,278 | 682 | 1.6% | $3.23万 | 加仓 |
| TECH | BIO-TECHNE CORP | $207.36万 | 0.86% | 29,351 | -8,262 | -22.0% | -$58.37万 | 减仓 |
| ESGE | ISHARES INC | $224.22万 | 0.93% | 40,998 | -434 | -1.0% | -$2.37万 | 减仓 |
| ESML | ISHARES TR | $236.99万 | 0.98% | 42,373 | -1,508 | -3.4% | -$8.43万 | 减仓 |
| — | ISHARES TR | $255.14万 | 1.06% | 56,621 | 1,596 | 2.9% | $7.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $279.14万 | 1.16% | 34,646 | 10,118 | 41.3% | $81.52万 | 加仓 |
| SGOV | ISHARES TR | $280.11万 | 1.16% | 27,825 | -5,701 | -17.0% | -$57.39万 | 减仓 |
| CRBN | ISHARES TR | $301.77万 | 1.25% | 11,929 | 535 | 4.7% | $13.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $341.45万 | 1.42% | 17,065 | -541 | -3.1% | -$10.82万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $350.61万 | 1.46% | 22,724 | 3,838 | 20.3% | $59.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $426.75万 | 1.77% | 49,542 | 13,446 | 37.3% | $115.82万 | 加仓 |
| ESGD | ISHARES TR | $444.70万 | 1.85% | 43,255 | 1,123 | 2.7% | $11.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $445.46万 | 1.85% | 11,942 | -534 | -4.3% | -$19.92万 | 减仓 |
| VB | VANGUARD INDEX FDS | $469.11万 | 1.95% | 15,476 | -282 | -1.8% | -$8.55万 | 减仓 |
| AAPL | APPLE INC | $677.80万 | 2.81% | 23,424 | -30 | -0.1% | -$8,681 | 减仓 |
| ESGU | ISHARES TR | $693.96万 | 2.88% | 42,400 | -144 | -0.3% | -$2.36万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $741.94万 | 3.08% | 104,132 | 22,303 | 27.3% | $158.91万 | 加仓 |
| ARKF | ARK ETF TR | $747.89万 | 3.11% | 189,532 | 3,268 | 1.8% | $12.90万 | 加仓 |
| ARKG | ARK ETF TR | $889.09万 | 3.69% | 211,386 | 1,970 | 0.9% | $8.29万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1,346.52万 | 5.59% | 534,969 | 66,444 | 14.2% | $167.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,547.73万 | 6.43% | 22,535 | 2,276 | 11.2% | $156.32万 | 加仓 |
| — | PUTNAM ETF TRUST | $1,582.76万 | 6.57% | 1,775,111 | 321,775 | 22.1% | $286.91万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,610.56万 | 6.69% | 269,821 | 18,652 | 7.4% | $111.33万 | 加仓 |
| TFLO | ISHARES TR | $1,875.74万 | 7.79% | 370,480 | 370,480 | — | $1,875.74万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,333.58万 | 9.69% | 482,644 | 26,697 | 5.9% | $129.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,431.79万 | 10.10% | 111,586 | 7,927 | 7.6% | $172.75万 | 加仓 |