Midwest Financial Partners Investments, Inc.
ST. CLOUD MN · SEC CIK 0001968851
$1.89亿2026Q1 申报市值
76持仓数
61.9%前十大占比 · 第一大 11.6%
9 / 1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
VOO 加仓+$195.22万
SGOV 加仓+$152.11万
VEA 加仓+$145.42万
JPIB 加仓+$138.11万
VUG 加仓+$107.58万
2026Q1 卖出最多 按季末市值估算
GBTC 清仓-$51.01万
NVDA 减仓-$43.20万
AAPL 减仓-$38.70万
BSX 减仓-$12.78万
TECH 减仓-$12.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JPIB | J P MORGAN EXCHANGE TRADED F | $2,180.34万 | 11.56% | 455,947 | 28,882 | 6.8% | $138.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,033.79万 | 10.79% | 103,659 | 4,772 | 4.8% | $93.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,357.57万 | 7.20% | 251,169 | 17,087 | 7.3% | $92.36万 | 加仓 |
| — | PUTNAM ETF TRUST | $1,268.76万 | 6.73% | 1,453,336 | 108,063 | 8.0% | $94.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,210.58万 | 6.42% | 20,259 | 3,267 | 19.2% | $195.22万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1,161.47万 | 6.16% | 468,525 | 26,970 | 6.1% | $66.86万 | 加仓 |
| ARKF | ARK ETF TR | $707.99万 | 3.75% | 186,264 | 1,333 | 0.7% | $5.07万 | 加仓 |
| ESGU | ISHARES TR | $601.66万 | 3.19% | 42,544 | 2,379 | 5.9% | $33.64万 | 加仓 |
| AAPL | APPLE INC | $595.24万 | 3.16% | 23,454 | -1,525 | -6.1% | -$38.70万 | 减仓 |
| ARKG | ARK ETF TR | $553.28万 | 2.93% | 209,416 | 4,230 | 2.1% | $11.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $524.36万 | 2.78% | 81,829 | 22,694 | 38.4% | $145.42万 | 加仓 |
| MSFT | MICROSOFT CORP | $461.83万 | 2.45% | 12,476 | -158 | -1.3% | -$5.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $412.73万 | 2.19% | 15,758 | -409 | -2.5% | -$10.71万 | 减仓 |
| ESGD | ISHARES TR | $402.87万 | 2.14% | 42,132 | 2,733 | 6.9% | $26.13万 | 加仓 |
| SGOV | ISHARES TR | $337.47万 | 1.79% | 33,526 | 15,111 | 82.1% | $152.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $307.05万 | 1.63% | 17,606 | -2,477 | -12.3% | -$43.20万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $275.34万 | 1.46% | 18,886 | 3,559 | 23.2% | $51.89万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $262.77万 | 1.39% | 6,016 | 2,463 | 69.3% | $107.58万 | 加仓 |
| CRBN | ISHARES TR | $253.87万 | 1.35% | 11,394 | 405 | 3.7% | $9.02万 | 加仓 |
| ESML | ISHARES TR | $206.33万 | 1.09% | 43,881 | 206 | 0.5% | $9,686 | 加仓 |
| EAGG | ISHARES TR | $197.79万 | 1.05% | 41,596 | 4,304 | 11.5% | $20.47万 | 加仓 |
| TECH | BIO-TECHNE CORP | $196.57万 | 1.04% | 37,613 | -2,334 | -5.8% | -$12.20万 | 减仓 |
| ESGE | ISHARES INC | $188.39万 | 1.00% | 41,432 | 1,404 | 3.5% | $6.38万 | 加仓 |
| — | ISHARES TR | $187.69万 | 1.00% | 55,025 | 2,048 | 3.9% | $6.99万 | 加仓 |
| ZAP | GLOBAL X FDS | $176.71万 | 0.94% | 54,946 | 2,457 | 4.7% | $7.90万 | 加仓 |
| VO | VANGUARD INDEX FDS | $176.10万 | 0.93% | 6,132 | 2,353 | 62.3% | $67.57万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $172.39万 | 0.91% | 26,211 | 2,122 | 8.8% | $13.96万 | 加仓 |
| SUSC | ISHARES TR | $156.81万 | 0.83% | 67,772 | 7,150 | 11.8% | $16.54万 | 加仓 |
| — | HONEYWELL INTL INC | $134.06万 | 0.71% | 5,931 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $119.22万 | 0.63% | 4,156 | 33 | 0.8% | $9,466 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.99万 | 0.51% | 1,476 | 10 | 0.7% | $6,503 | 加仓 |
| HEI | HEICO CORP NEW | $95.42万 | 0.51% | 3,480 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $90.21万 | 0.48% | 19,003 | 1,371 | 7.8% | $6.51万 | 加仓 |
| AMGN | AMGEN INC | $82.54万 | 0.44% | 2,346 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $72.57万 | 0.38% | 3,438 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.38% | 1 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $70.97万 | 0.38% | 2,468 | 315 | 14.6% | $9.06万 | 加仓 |
| MMM | 3M CO | $69.99万 | 0.37% | 4,819 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $57.71万 | 0.31% | 1,000 | 90 | 9.9% | $5.19万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $55.63万 | 0.29% | 11,150 | 1,286 | 13.0% | $6.42万 | 加仓 |
| DE | DEERE & CO | $53.46万 | 0.28% | 949 | -42 | -4.2% | -$2.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $53.21万 | 0.28% | 1,809 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $52.56万 | 0.28% | 5,505 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $51.04万 | 0.27% | 1,649 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $50.68万 | 0.27% | 20,220 | 2,106 | 11.6% | $5.28万 | 加仓 |
| AMZN | AMAZON COM INC | $46.69万 | 0.25% | 2,242 | 28 | 1.3% | $5,832 | 加仓 |
| ILMN | ILLUMINA INC | $44.98万 | 0.24% | 3,649 | -13 | -0.4% | -$1,602 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $44.43万 | 0.24% | 7,080 | -2,036 | -22.3% | -$12.78万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.05万 | 0.22% | 1,554 | 180 | 13.1% | $4.87万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $41.89万 | 0.22% | 7,035 | -66 | -0.9% | -$3,930 | 减仓 |
| IJR | ISHARES TR | $41.05万 | 0.22% | 3,302 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $40.50万 | 0.21% | 5,997 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $40.40万 | 0.21% | 555 | 555 | — | $40.40万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $39.53万 | 0.21% | 1,307 | 185 | 16.5% | $5.60万 | 加仓 |
| IEMG | ISHARES INC | $38.01万 | 0.20% | 5,449 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $37.92万 | 0.20% | 4,189 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.56万 | 0.19% | 1,837 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.27万 | 0.19% | 1,167 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $34.58万 | 0.18% | 2,227 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $33.73万 | 0.18% | 4,950 | 4,950 | — | $33.73万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.16万 | 0.18% | 8,630 | 8,630 | — | $33.16万 | 新建仓 |
| NUE | NUCOR CORP | $32.26万 | 0.17% | 1,908 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $31.61万 | 0.17% | 1,293 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $31.41万 | 0.17% | 730 | 730 | — | $31.41万 | 新建仓 |
| ORCL | ORACLE CORP | $29.66万 | 0.16% | 2,016 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $28.62万 | 0.15% | 6,270 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $26.72万 | 0.14% | 1,575 | 1,575 | — | $26.72万 | 新建仓 |
| YUM | YUM BRANDS INC | $24.64万 | 0.13% | 1,585 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $23.58万 | 0.13% | 1,100 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $23.23万 | 0.12% | 1,760 | 1,760 | — | $23.23万 | 新建仓 |
| WMT | WALMART INC | $22.79万 | 0.12% | 1,834 | -75 | -3.9% | -$9,321 | 减仓 |
| SIL | GLOBAL X FDS | $22.52万 | 0.12% | 2,500 | 2,500 | — | $22.52万 | 新建仓 |
| EEM | ISHARES TR | $21.51万 | 0.11% | 3,787 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $21.26万 | 0.11% | 1,880 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $20.99万 | 0.11% | 2,343 | 2,343 | — | $20.99万 | 新建仓 |
| TSLA | TESLA INC | $20.89万 | 0.11% | 562 | 562 | — | $20.89万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,462 | -100.0% | -$51.01万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |