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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3.68亿 | 4.58% | 1,448,417 | 7,610 | 0.5% | $193.13万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3.06亿 | 3.82% | 1,756,012 | -32,682 | -1.8% | -$569.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2.95亿 | 3.68% | 1,027,699 | 21,894 | 2.2% | $628.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.89亿 | 3.60% | 779,476 | 39,281 | 5.3% | $1,454.07万 | 加仓 |
| GOOGL | ALPHABET INC | $2.05亿 | 2.55% | 712,225 | -10,954 | -1.5% | -$314.99万 | 减仓 |
| AMZN | AMAZON COM INC | $1.94亿 | 2.42% | 932,752 | -13,138 | -1.4% | -$273.63万 | 减仓 |
| AVGO | BROADCOM INC | $1.66亿 | 2.06% | 534,724 | 5,196 | 1.0% | $160.82万 | 加仓 |
| GVI | ISHARES TR | $1.35亿 | 1.68% | 1,261,782 | 81,584 | 6.9% | $870.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.32亿 | 1.64% | 448,341 | 6,820 | 1.5% | $200.62万 | 加仓 |
| — | EXXON MOBIL CORP | $1.21亿 | 1.50% | 710,969 | 26,411 | 3.9% | $448.09万 | 加仓 |
| CAT | CATERPILLAR INC | $1.10亿 | 1.38% | 155,806 | -6,553 | -4.0% | -$464.25万 | 减仓 |
| GOOG | ALPHABET INC | $1.10亿 | 1.38% | 384,549 | 16,976 | 4.6% | $486.97万 | 加仓 |
| ABBV | ABBVIE INC | $1.06亿 | 1.32% | 485,280 | 3,331 | 0.7% | $72.45万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.04亿 | 1.30% | 1,629,166 | 43,602 | 2.7% | $279.40万 | 加仓 |
| WMT | WALMART INC | $1.02亿 | 1.27% | 819,110 | -26,997 | -3.2% | -$335.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,791.79万 | 1.22% | 1,376,605 | -8,339 | -0.6% | -$59.32万 | 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 |
| MRK | MERCK & CO INC | $8,993.10万 | 1.12% | 747,618 | -19,353 | -2.5% | -$232.80万 | 减仓 |
| RTX | RTX CORPORATION | $8,848.77万 | 1.10% | 458,723 | -10,734 | -2.3% | -$207.06万 | 减仓 |
| CSCO | CISCO SYS INC | $8,234.15万 | 1.03% | 1,061,238 | 2,799 | 0.3% | $21.72万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,164.33万 | 1.02% | 136,630 | -15,500 | -10.2% | -$926.20万 | 减仓 |
| 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 |
| COST | COSTCO WHOLESALE CORPORATION | $8,137.18万 | 1.01% | 81,663 | 5,200 | 6.8% | $518.15万 | 加仓 |
| META | META PLATFORMS INC | $7,976.81万 | 0.99% | 139,423 | 4,771 | 3.5% | $272.96万 | 加仓 |
| V | VISA INC | $7,742.70万 | 0.97% | 256,177 | 18,554 | 7.8% | $560.78万 | 加仓 |
| ETN | EATON CORP PLC | $7,449.73万 | 0.93% | 208,285 | 3,394 | 1.7% | $121.39万 | 加仓 |
| MCD | MCDONALDS CORP | $7,072.63万 | 0.88% | 227,570 | 6,334 | 2.9% | $196.85万 | 加仓 |
| UNP | UNION PAC CORP | $6,968.63万 | 0.87% | 287,224 | 2,594 | 0.9% | $62.94万 | 加仓 |
| TSLA | TESLA INC | $6,963.58万 | 0.87% | 187,319 | -2,727 | -1.4% | -$101.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6,937.34万 | 0.87% | 480,292 | 33,608 | 7.5% | $485.43万 | 加仓 |
| IEFA | ISHARES TR | $6,770.68万 | 0.84% | 747,893 | 53,567 | 7.7% | $484.94万 | 加仓 |
| WMB | WILLIAMS COS INC | $6,705.94万 | 0.84% | 921,399 | -32,966 | -3.5% | -$239.93万 | 减仓 |
| IVV | ISHARES TR | $6,614.14万 | 0.82% | 101,256 | 4,027 | 4.1% | $263.05万 | 加仓 |
| CB | CHUBB LTD SWITZ | $6,416.29万 | 0.80% | 196,861 | -39 | -0.0% | -$1.27万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,185.22万 | 0.77% | 767,587 | -5,873 | -0.8% | -$47.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $6,158.79万 | 0.77% | 297,670 | -4,654 | -1.5% | -$96.29万 | 减仓 |
| HD | HOME DEPOT INC | $6,086.99万 | 0.76% | 185,077 | 7,602 | 4.3% | $250.02万 | 加仓 |
| LLY | ELI LILLY & CO | $5,991.29万 | 0.75% | 65,139 | 1,518 | 2.4% | $139.62万 | 加仓 |
| PEP | PEPSICO INC | $5,945.39万 | 0.74% | 382,857 | 17,816 | 4.9% | $276.66万 | 加仓 |
| COP | CONOCOPHILLIPS | $5,605.67万 | 0.70% | 424,672 | 18,137 | 4.5% | $239.41万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $5,538.87万 | 0.69% | 124,637 | 7,037 | 6.0% | $312.72万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $5,531.09万 | 0.69% | 265,803 | 122,399 | 85.4% | $2,547.00万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,231.97万 | 0.65% | 1,796,078 | 32,222 | 1.8% | $93.86万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $5,187.41万 | 0.65% | 76,035 | 959 | 1.3% | $65.43万 | 加仓 |
| IWF | ISHARES TR | $5,132.24万 | 0.64% | 120,362 | 4,361 | 3.8% | $185.95万 | 加仓 |
| — | HONEYWELL INTL INC | $4,832.68万 | 0.60% | 213,807 | 5,451 | 2.6% | $123.21万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4,566.58万 | 0.57% | 276,193 | 1,555 | 0.6% | $25.71万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,481.00万 | 0.56% | 1,846,314 | 523,622 | 39.6% | $1,270.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,431.19万 | 0.55% | 90,151 | 85 | 0.1% | $4.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $4,079.48万 | 0.51% | 166,891 | -18,013 | -9.7% | -$440.31万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,931.17万 | 0.49% | 63,739 | -1,276 | -2.0% | -$78.70万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $3,774.97万 | 0.47% | 8,966 | 308 | 3.6% | $129.68万 | 加仓 |
| NVS | NOVARTIS AG | $3,700.03万 | 0.46% | 242,228 | -7,513 | -3.0% | -$114.76万 | 减仓 |
| CRM | SALESFORCE INC | $3,579.86万 | 0.45% | 191,775 | 6,008 | 3.2% | $112.15万 | 加仓 |
| ENB | ENBRIDGE INC | $3,548.31万 | 0.44% | 655,395 | -12,369 | -1.9% | -$66.97万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,471.60万 | 0.43% | 1,138,230 | 41,436 | 3.8% | $126.38万 | 加仓 |
| IJH | ISHARES TR | $3,429.82万 | 0.43% | 507,895 | 9,209 | 1.8% | $62.19万 | 加仓 |
| ECL | ECOLAB INC | $3,371.24万 | 0.42% | 126,729 | 2,342 | 1.9% | $62.30万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,361.26万 | 0.42% | 98,343 | -14,558 | -12.9% | -$497.58万 | 减仓 |
| IWD | ISHARES TR | $3,356.88万 | 0.42% | 157,106 | 10,290 | 7.0% | $219.87万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $3,332.85万 | 0.42% | 375,744 | -248,450 | -39.8% | -$2,203.75万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,321.47万 | 0.41% | 103,534 | 9,522 | 10.1% | $305.48万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,274.72万 | 0.41% | 424,297 | -37,164 | -8.1% | -$286.83万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $3,213.59万 | 0.40% | 153,745 | 3,035 | 2.0% | $63.44万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $3,040.26万 | 0.38% | 1,261,255 | -16,572 | -1.3% | -$39.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,940.73万 | 0.37% | 585,802 | 24,581 | 4.4% | $123.40万 | 加仓 |
| MS | MORGAN STANLEY | $2,921.50万 | 0.36% | 177,523 | 14,780 | 9.1% | $243.23万 | 加仓 |
| QCOM | QUALCOMM INC | $2,920.43万 | 0.36% | 226,777 | 1,884 | 0.8% | $24.26万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2,906.19万 | 0.36% | 258,650 | 734 | 0.3% | $8.25万 | 加仓 |
| BX | BLACKSTONE INC | $2,839.98万 | 0.35% | 246,976 | 58,175 | 30.8% | $668.95万 | 加仓 |
| DOW | DOW HLDGS INC | $2,802.63万 | 0.35% | 672,901 | 168,823 | 33.5% | $703.15万 | 加仓 |
| AMGN | AMGEN INC | $2,776.66万 | 0.35% | 78,916 | 1,150 | 1.5% | $40.46万 | 加仓 |
| ASML | ASML HLDG NV | $2,766.87万 | 0.35% | 20,948 | -2,751 | -11.6% | -$363.36万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,723.82万 | 0.34% | 45,067 | -4,542 | -9.2% | -$274.52万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,717.04万 | 0.34% | 207,376 | 245 | 0.1% | $3.21万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,672.72万 | 0.33% | 471,546 | 38,268 | 8.8% | $216.90万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,603.90万 | 0.32% | 1,663,832 | 139,876 | 9.2% | $218.91万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,563.05万 | 0.32% | 275,953 | -8,559 | -3.0% | -$79.50万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $2,509.76万 | 0.31% | 86,045 | -1,451 | -1.7% | -$42.32万 | 减仓 |
| IJR | ISHARES TR | $2,496.06万 | 0.31% | 200,793 | -2,539 | -1.2% | -$31.56万 | 减仓 |
| KO | COCA COLA CO | $2,449.52万 | 0.31% | 322,093 | 11,281 | 3.6% | $85.79万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,446.69万 | 0.31% | 260,342 | -2,036 | -0.8% | -$19.13万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,378.82万 | 0.30% | 125,465 | 3,460 | 2.8% | $65.60万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,368.77万 | 0.30% | 131,445 | 522 | 0.4% | $9.41万 | 加仓 |
| — | ETF SER SOLUTIONS | $2,279.57万 | 0.28% | 817,506 | 66,958 | 8.9% | $186.71万 | 加仓 |
| GLW | CORNING INC | $2,254.76万 | 0.28% | 165,828 | -31,850 | -16.1% | -$433.06万 | 减仓 |
| NFLX | NETFLIX INC. | $2,232.99万 | 0.28% | 232,240 | -4,595 | -1.9% | -$44.18万 | 减仓 |
| DE | DEERE & CO | $2,229.79万 | 0.28% | 39,584 | -285 | -0.7% | -$16.05万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,227.72万 | 0.28% | 96,946 | -517 | -0.5% | -$11.88万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $2,205.33万 | 0.28% | 32,378 | -791 | -2.4% | -$53.88万 | 减仓 |
| SO | SOUTHERN CO | $2,184.68万 | 0.27% | 226,345 | 642 | 0.3% | $6.20万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,182.24万 | 0.27% | 251,845 | 21,363 | 9.3% | $185.11万 | 加仓 |
| EFA | ISHARES TR | $2,127.61万 | 0.27% | 219,048 | 468 | 0.2% | $4.55万 | 加仓 |
| ALL | ALLSTATE CORP | $2,122.73万 | 0.26% | 102,379 | 6,809 | 7.1% | $141.18万 | 加仓 |
| USB | US BANCORP | $2,085.97万 | 0.26% | 401,070 | 10,722 | 2.7% | $55.77万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,066.63万 | 0.26% | 119,749 | 13,413 | 12.6% | $231.48万 | 加仓 |
| IEMG | ISHARES INC | $2,059.76万 | 0.26% | 295,306 | 17,647 | 6.4% | $123.09万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,059.58万 | 0.26% | 154,972 | -477 | -0.3% | -$6.34万 | 减仓 |
| IWP | ISHARES TR | $2,044.33万 | 0.25% | 159,564 | 4,297 | 2.8% | $55.05万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2,014.93万 | 0.25% | 27,683 | -646 | -2.3% | -$47.02万 | 减仓 |