Midwest Capital Advisors, LLC
Grand Rapids MI · SEC CIK 0002026480
$2.14亿2026Q1 申报市值
199持仓数
66.8%前十大占比 · 第一大 17.6%
21 / 15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
CORO 新建仓+$2,162.38万
SCHG 加仓+$1,462.42万
GOVT 新建仓+$370.57万
SHLD 加仓+$233.57万
PVAL 加仓+$164.62万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,359.00万
SPEM 减仓-$716.87万
IAU 减仓-$560.19万
DYNF 减仓-$545.91万
SCHZ 减仓-$138.24万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $416.67万 | 1.95% | 47,263 | -63,542 | -57.3% | -$560.19万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $472.23万 | 2.21% | 210,909 | 33,429 | 18.8% | $74.85万 | 加仓 |
| EFV | ISHARES TR | $562.31万 | 2.63% | 75,630 | -15,411 | -16.9% | -$114.58万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $564.34万 | 2.64% | 111,574 | 7,427 | 7.1% | $37.57万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $592.33万 | 2.77% | 123,274 | 2,248 | 1.9% | $10.80万 | 加仓 |
| SHLD | GLOBAL X FDS | $680.92万 | 3.18% | 96,120 | 32,971 | 52.2% | $233.57万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $764.04万 | 3.57% | 164,664 | 35,478 | 27.5% | $164.62万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $789.65万 | 3.69% | 218,014 | 6,638 | 3.1% | $24.04万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $910.94万 | 4.26% | 276,461 | 7,445 | 2.8% | $24.53万 | 加仓 |
| MTUM | ISHARES TR | $953.32万 | 4.45% | 39,723 | 1,670 | 4.4% | $40.08万 | 加仓 |
| QUAL | ISHARES TR | $1,136.29万 | 5.31% | 59,240 | 530 | 0.9% | $10.17万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,197.00万 | 5.59% | 255,169 | -152,819 | -37.5% | -$716.87万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,929.26万 | 9.02% | 331,603 | -93,831 | -22.1% | -$545.91万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $2,162.38万 | 10.10% | 672,527 | 672,527 | — | $2,162.38万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,761.66万 | 17.58% | 1,291,337 | 502,034 | 63.6% | $1,462.42万 | 加仓 |