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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $3,761.66万 | 17.58% | 1,291,337 | 502,034 | 63.6% | $1,462.42万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2,162.38万 | 10.10% | 672,527 | 672,527 | — | $2,162.38万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $1,929.26万 | 9.02% | 331,603 | -93,831 | -22.1% | -$545.91万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,197.00万 | 5.59% | 255,169 | -152,819 | -37.5% | -$716.87万 | 减仓 |
| QUAL | ISHARES TR | $1,136.29万 | 5.31% | 59,240 | 530 | 0.9% | $10.17万 | 加仓 |
| MTUM | ISHARES TR | $953.32万 | 4.45% | 39,723 | 1,670 | 4.4% | $40.08万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $910.94万 | 4.26% | 276,461 | 7,445 | 2.8% | $24.53万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $789.65万 | 3.69% | 218,014 | 6,638 | 3.1% | $24.04万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $764.04万 | 3.57% | 164,664 | 35,478 | 27.5% | $164.62万 | 加仓 |
| SHLD | GLOBAL X FDS | $680.92万 | 3.18% | 96,120 | 32,971 | 52.2% | $233.57万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $592.33万 | 2.77% | 123,274 | 2,248 | 1.9% | $10.80万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $564.34万 | 2.64% | 111,574 | 7,427 | 7.1% | $37.57万 | 加仓 |
| EFV | ISHARES TR | $562.31万 | 2.63% | 75,630 | -15,411 | -16.9% | -$114.58万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $472.23万 | 2.21% | 210,909 | 33,429 | 18.8% | $74.85万 | 加仓 |
| IAU | ISHARES GOLD TR | $416.67万 | 1.95% | 47,263 | -63,542 | -57.3% | -$560.19万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $400.83万 | 1.87% | 77,186 | -12,256 | -13.7% | -$63.65万 | 减仓 |
| EFG | ISHARES TR | $372.63万 | 1.74% | 33,458 | 3,481 | 11.6% | $38.77万 | 加仓 |
| GOVT | ISHARES TR | $370.57万 | 1.73% | 161,752 | 161,752 | — | $370.57万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $282.53万 | 1.32% | 14,400 | 173 | 1.2% | $3.39万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $258.31万 | 1.21% | 102,911 | 10,797 | 11.7% | $27.10万 | 加仓 |
| TLH | ISHARES TR | $228.70万 | 1.07% | 22,707 | -6,307 | -21.7% | -$63.52万 | 减仓 |
| SYSB | ISHARES TR | $223.37万 | 1.04% | 25,098 | 2,652 | 11.8% | $23.60万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $158.64万 | 0.74% | 24,756 | 20 | 0.1% | $1,282 | 加仓 |
| BIDD | BLACKROCK ETF TRUST | $140.50万 | 0.66% | 49,420 | -39,069 | -44.2% | -$111.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $108.82万 | 0.51% | 6,240 | 400 | 6.8% | $6.98万 | 加仓 |
| ICVT | ISHARES TR | $108.42万 | 0.51% | 10,651 | -3,924 | -26.9% | -$39.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $101.39万 | 0.47% | 1,697 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $97.37万 | 0.46% | 1,497 | 2 | 0.1% | $1,301 | 加仓 |
| IWP | ISHARES TR | $76.38万 | 0.36% | 5,962 | -31 | -0.5% | -$3,971 | 减仓 |
| IVV | ISHARES TR | $75.59万 | 0.35% | 1,157 | 83 | 7.7% | $5.42万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $73.70万 | 0.34% | 20,141 | 2,811 | 16.2% | $10.29万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $72.56万 | 0.34% | 23,437 | 229 | 1.0% | $7,090 | 加仓 |
| IVW | ISHARES TR | $70.67万 | 0.33% | 6,248 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $53.43万 | 0.25% | 1,223 | 49 | 4.2% | $2.14万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $48.72万 | 0.23% | 20,982 | -59,535 | -73.9% | -$138.24万 | 减仓 |
| SUSB | ISHARES TR | $48.54万 | 0.23% | 19,365 | 458 | 2.4% | $1.15万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $46.44万 | 0.22% | 5,923 | -9 | -0.2% | -$706 | 减仓 |
| EMXC | ISHARES INC | $40.65万 | 0.19% | 5,168 | -406 | -7.3% | -$3.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $39.36万 | 0.18% | 1,227 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $36.25万 | 0.17% | 2,916 | -4 | -0.1% | -$497 | 减仓 |
| DTE | DTE ENERGY CO | $36.07万 | 0.17% | 2,467 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $34.57万 | 0.16% | 1,052 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $31.86万 | 0.15% | 4,132 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $31.47万 | 0.15% | 989 | -42,710 | -97.7% | -$1,359.00万 | 减仓 |
| AAEQ | EA SERIES TRUST | $30.73万 | 0.14% | 6,605 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.88万 | 0.13% | 933 | 30 | 3.3% | $9,285 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.69万 | 0.12% | 258 | 32 | 14.2% | $3.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.59万 | 0.11% | 8,014 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $24.12万 | 0.11% | 10,424 | 407 | 4.1% | $9,417 | 加仓 |
| VO | VANGUARD INDEX FDS | $23.06万 | 0.11% | 803 | -72 | -8.2% | -$2.07万 | 减仓 |
| IYW | ISHARES TR | $22.37万 | 0.10% | 1,233 | -218 | -15.0% | -$3.95万 | 减仓 |
| IJK | ISHARES TR | $21.85万 | 0.10% | 2,172 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $21.75万 | 0.10% | 236 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $21.62万 | 0.10% | 4,115 | -40 | -1.0% | -$2,102 | 减仓 |
| DTM | DT MIDSTREAM INC | $21.22万 | 0.10% | 1,576 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $19.93万 | 0.09% | 2,007 | -8 | -0.4% | -$794 | 减仓 |
| AAPL | APPLE INC | $19.65万 | 0.09% | 774 | 122 | 18.7% | $3.10万 | 加仓 |
| GOOGL | ALPHABET INC | $15.92万 | 0.07% | 554 | 213 | 62.5% | $6.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.63万 | 0.07% | 422 | 60 | 16.6% | $2.22万 | 加仓 |
| IJH | ISHARES TR | $15.13万 | 0.07% | 2,241 | -80 | -3.4% | -$5,402 | 减仓 |
| AMZN | AMAZON COM INC | $14.62万 | 0.07% | 702 | 200 | 39.8% | $4.17万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $14.37万 | 0.07% | 2,535 | 18 | 0.7% | $1,020 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $13.41万 | 0.06% | 1,185 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $13.39万 | 0.06% | 2,883 | 71 | 2.5% | $3,297 | 加仓 |
| IWS | ISHARES TR | $13.30万 | 0.06% | 913 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $13.14万 | 0.06% | 389 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $12.65万 | 0.06% | 441 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $12.28万 | 0.06% | 2,146 | -295 | -12.1% | -$1.69万 | 减仓 |
| WMT | WALMART INC | $11.22万 | 0.05% | 903 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $9.57万 | 0.04% | 325 | 195 | 150.0% | $5.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9.36万 | 0.04% | 162 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $8.89万 | 0.04% | 125 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $8.76万 | 0.04% | 902 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $8.51万 | 0.04% | 348 | 268 | 335.0% | $6.55万 | 加仓 |
| LOW | LOWES COS INC | $8.47万 | 0.04% | 358 | 105 | 41.5% | $2.48万 | 加仓 |
| WM | WASTE MGMT INC DEL | $8.36万 | 0.04% | 364 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $8.28万 | 0.04% | 519 | -164 | -24.0% | -$2.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $8.24万 | 0.04% | 405 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $8.19万 | 0.04% | 1,760 | -125 | -6.6% | -$5,815 | 减仓 |
| LRCX | LAM RESEARCH CORP | $8.12万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| TPSC | TIMOTHY PLAN | $7.99万 | 0.04% | 1,883 | 3 | 0.2% | $127 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7.96万 | 0.04% | 432 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $7.54万 | 0.04% | 1,556 | 6 | 0.4% | $291 | 加仓 |
| PG | PROCTER & GAMBLE CO | $7.19万 | 0.03% | 498 | 198 | 66.0% | $2.86万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $7.01万 | 0.03% | 716 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $6.75万 | 0.03% | 561 | 300 | 114.9% | $3.61万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $6.57万 | 0.03% | 1,398 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $6.26万 | 0.03% | 858 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $5.97万 | 0.03% | 106 | 61 | 135.6% | $3.44万 | 加仓 |
| UNP | UNION PAC CORP | $5.75万 | 0.03% | 237 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $5.74万 | 0.03% | 618 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $5.47万 | 0.03% | 13 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $4.85万 | 0.02% | 370 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $4.84万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $4.79万 | 0.02% | 104 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $4.63万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $4.56万 | 0.02% | 31 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $4.52万 | 0.02% | 345 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4.51万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $4.47万 | 0.02% | 2,857 | 46 | 1.6% | $720 | 加仓 |