Midwest Trust Co
Overland Park KS · SEC CIK 0002077080
$80.18亿2026Q1 申报市值
593持仓数
27.6%前十大占比 · 第一大 4.6%
33 / 25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
PNC 加仓+$2,547.00万
AFL 加仓+$1,688.71万
MSFT 加仓+$1,454.07万
SCHO 加仓+$1,270.83万
GVI 加仓+$870.34万
2026Q1 卖出最多 按季末市值估算
VNQ 减仓-$2,203.75万
SCHR 减仓-$1,147.53万
VOO 减仓-$926.20万
VYM 减仓-$683.17万
SCHD 减仓-$647.34万
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $8,137.18万 | 1.01% | 81,663 | 5,200 | 6.8% | $518.15万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,158.13万 | 1.02% | 125,444 | 364 | 0.3% | $23.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,164.33万 | 1.02% | 136,630 | -15,500 | -10.2% | -$926.20万 | 减仓 |
| CSCO | CISCO SYS INC | $8,234.15万 | 1.03% | 1,061,238 | 2,799 | 0.3% | $21.72万 | 加仓 |
| RTX | RTX CORPORATION | $8,848.77万 | 1.10% | 458,723 | -10,734 | -2.3% | -$207.06万 | 减仓 |
| MRK | MERCK & CO INC | $8,993.10万 | 1.12% | 747,618 | -19,353 | -2.5% | -$232.80万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9,365.05万 | 1.17% | 195,431 | 8,920 | 4.8% | $427.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,791.79万 | 1.22% | 1,376,605 | -8,339 | -0.6% | -$59.32万 | 减仓 |
| WMT | WALMART INC | $1.02亿 | 1.27% | 819,110 | -26,997 | -3.2% | -$335.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.04亿 | 1.30% | 1,629,166 | 43,602 | 2.7% | $279.40万 | 加仓 |
| ABBV | ABBVIE INC | $1.06亿 | 1.32% | 485,280 | 3,331 | 0.7% | $72.45万 | 加仓 |
| GOOG | ALPHABET INC | $1.10亿 | 1.38% | 384,549 | 16,976 | 4.6% | $486.97万 | 加仓 |
| CAT | CATERPILLAR INC | $1.10亿 | 1.38% | 155,806 | -6,553 | -4.0% | -$464.25万 | 减仓 |
| — | EXXON MOBIL CORP | $1.21亿 | 1.50% | 710,969 | 26,411 | 3.9% | $448.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.32亿 | 1.64% | 448,341 | 6,820 | 1.5% | $200.62万 | 加仓 |
| GVI | ISHARES TR | $1.35亿 | 1.68% | 1,261,782 | 81,584 | 6.9% | $870.34万 | 加仓 |
| AVGO | BROADCOM INC | $1.66亿 | 2.06% | 534,724 | 5,196 | 1.0% | $160.82万 | 加仓 |
| AMZN | AMAZON COM INC | $1.94亿 | 2.42% | 932,752 | -13,138 | -1.4% | -$273.63万 | 减仓 |
| GOOGL | ALPHABET INC | $2.05亿 | 2.55% | 712,225 | -10,954 | -1.5% | -$314.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.89亿 | 3.60% | 779,476 | 39,281 | 5.3% | $1,454.07万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2.95亿 | 3.68% | 1,027,699 | 21,894 | 2.2% | $628.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.06亿 | 3.82% | 1,756,012 | -32,682 | -1.8% | -$569.97万 | 减仓 |
| AAPL | APPLE INC | $3.68亿 | 4.58% | 1,448,417 | 7,610 | 0.5% | $193.13万 | 加仓 |