Midwest Trust Co
Overland Park KS · SEC CIK 0002077080
$88.27亿2026Q2 申报市值
606持仓数
28.0%前十大占比 · 第一大 4.7%
33 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$2,360.52万
JPM 加仓+$2,090.46万
META 加仓+$1,760.45万
SCHO 加仓+$1,659.21万
BRK/B 加仓+$1,452.73万
2026Q2 卖出最多 按季末市值估算
VO 减仓-$3,952.48万
VNQ 减仓-$2,764.83万
HON 减仓-$2,388.04万
GOOGL 减仓-$1,812.47万
DOW 减仓-$1,692.99万
2026Q2 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 | $4.15亿 | 4.70% | 1,432,536 | -15,881 | -1.1% | -$459.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3.46亿 | 3.91% | 1,727,000 | -29,012 | -1.7% | -$580.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.02亿 | 3.42% | 808,387 | 28,911 | 3.7% | $1,078.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2.92亿 | 3.30% | 3,620,231 | -490,565 | -11.9% | -$3,952.48万 | 减仓 |
| GOOGL | ALPHABET INC | $2.36亿 | 2.68% | 661,508 | -50,717 | -7.1% | -$1,812.47万 | 减仓 |
| AMZN | AMAZON COM INC | $2.20亿 | 2.49% | 922,568 | -10,184 | -1.1% | -$242.73万 | 减仓 |
| AVGO | BROADCOM INC | $2.02亿 | 2.29% | 534,193 | -531 | -0.1% | -$20.06万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.68亿 | 1.90% | 512,205 | 63,864 | 14.2% | $2,090.46万 | 加仓 |
| CAT | CATERPILLAR INC | $1.51亿 | 1.72% | 142,243 | -13,563 | -8.7% | -$1,444.32万 | 减仓 |
| GVI | ISHARES TR | $1.43亿 | 1.62% | 1,350,277 | 88,495 | 7.0% | $938.89万 | 加仓 |
| GOOG | ALPHABET INC | $1.36亿 | 1.54% | 383,766 | -783 | -0.2% | -$27.67万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.26亿 | 1.43% | 1,775,418 | 146,252 | 9.0% | $1,042.05万 | 加仓 |
| ABBV | ABBVIE INC | $1.23亿 | 1.40% | 489,495 | 4,215 | 0.9% | $106.07万 | 加仓 |
| CSCO | CISCO SYS INC | $1.21亿 | 1.37% | 1,030,575 | -30,663 | -2.9% | -$360.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.12亿 | 1.27% | 224,463 | 29,032 | 14.9% | $1,452.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.09亿 | 1.24% | 1,328,794 | -47,811 | -3.5% | -$393.68万 | 减仓 |
| — | EXXON MOBIL CORP | $9,663.89万 | 1.09% | 706,838 | -4,131 | -0.6% | -$56.48万 | 减仓 |
| META | META PLATFORMS INC | $9,614.01万 | 1.09% | 170,676 | 31,253 | 22.4% | $1,760.45万 | 加仓 |
| MRK | MERCK & CO INC | $9,489.38万 | 1.08% | 738,473 | -9,145 | -1.2% | -$117.51万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9,284.23万 | 1.05% | 135,179 | -1,451 | -1.1% | -$99.66万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,233.51万 | 1.05% | 123,646 | -1,798 | -1.4% | -$134.27万 | 减仓 |
| WMT | WALMART INC | $9,135.26万 | 1.03% | 806,574 | -12,536 | -1.5% | -$141.98万 | 减仓 |
| V | VISA INC | $8,929.63万 | 1.01% | 260,271 | 4,094 | 1.6% | $140.46万 | 加仓 |
| ETN | EATON CORP PLC | $8,854.09万 | 1.00% | 207,784 | -501 | -0.2% | -$21.35万 | 减仓 |
| RTX | RTX CORPORATION | $8,606.32万 | 0.97% | 453,609 | -5,114 | -1.1% | -$97.03万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $8,394.77万 | 0.95% | 870,014 | 102,427 | 13.3% | $988.32万 | 加仓 |
| LLY | ELI LILLY & CO | $8,185.27万 | 0.93% | 68,243 | 3,104 | 4.8% | $372.30万 | 加仓 |
| TSLA | TESLA INC | $7,791.95万 | 0.88% | 185,258 | -2,061 | -1.1% | -$86.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,789.51万 | 0.88% | 83,268 | 1,605 | 2.0% | $150.14万 | 加仓 |
| UNP | UNION PAC CORP | $7,757.82万 | 0.88% | 285,214 | -2,010 | -0.7% | -$54.67万 | 减仓 |
| IEFA | ISHARES TR | $7,745.89万 | 0.88% | 802,018 | 54,125 | 7.2% | $522.74万 | 加仓 |
| IVV | ISHARES TR | $7,514.06万 | 0.85% | 100,336 | -920 | -0.9% | -$68.90万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $7,020.23万 | 0.80% | 478,739 | -1,553 | -0.3% | -$22.77万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6,923.58万 | 0.78% | 95,762 | -2,581 | -2.6% | -$186.61万 | 减仓 |
| WMB | WILLIAMS COS INC | $6,773.18万 | 0.77% | 911,109 | -10,290 | -1.1% | -$76.50万 | 减仓 |
| CB | CHUBB LIMITED | $6,665.52万 | 0.76% | 195,619 | -1,242 | -0.6% | -$42.32万 | 减仓 |
| HD | HOME DEPOT INC | $6,620.51万 | 0.75% | 187,720 | 2,643 | 1.4% | $93.21万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $6,593.33万 | 0.75% | 267,782 | 1,979 | 0.7% | $48.73万 | 加仓 |
| MCD | MCDONALDS CORP | $6,420.26万 | 0.73% | 237,515 | 9,945 | 4.4% | $268.82万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $6,116.21万 | 0.69% | 2,533,641 | 687,327 | 37.2% | $1,659.21万 | 加仓 |
| IWF | ISHARES TR | $6,112.89万 | 0.69% | 492,300 | 10,852 | 2.3% | $134.75万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,960.08万 | 0.68% | 1,761,252 | -34,826 | -1.9% | -$117.85万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $5,821.25万 | 0.66% | 126,891 | 2,254 | 1.8% | $103.40万 | 加仓 |
| PEP | PEPSICO INC | $5,207.50万 | 0.59% | 384,601 | 1,744 | 0.5% | $23.61万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4,970.56万 | 0.56% | 274,753 | -1,440 | -0.5% | -$26.05万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4,803.99万 | 0.54% | 289,816 | -7,854 | -2.6% | -$130.19万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $4,687.85万 | 0.53% | 108,182 | 14,960 | 16.0% | $648.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $4,579.42万 | 0.52% | 91,340 | 1,189 | 1.3% | $59.61万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $4,389.47万 | 0.50% | 62,409 | -1,330 | -2.1% | -$93.54万 | 减仓 |
| COP | CONOCOPHILLIPS | $4,377.42万 | 0.50% | 421,068 | -3,604 | -0.8% | -$37.47万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $4,074.80万 | 0.46% | 160,444 | -6,447 | -3.9% | -$163.73万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,053.16万 | 0.46% | 227,399 | 3,249 | 1.4% | $57.91万 | 加仓 |
| QCOM | QUALCOMM INC | $4,032.21万 | 0.46% | 218,205 | -8,572 | -3.8% | -$158.40万 | 减仓 |
| ASML | ASML HLDG NV | $4,027.42万 | 0.46% | 20,244 | -704 | -3.4% | -$140.06万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $4,014.31万 | 0.45% | 523,378 | 99,081 | 23.4% | $759.95万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,907.90万 | 0.44% | 1,122,636 | -15,594 | -1.4% | -$54.28万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $3,894.13万 | 0.44% | 76,459 | 424 | 0.6% | $21.59万 | 加仓 |
| GLW | CORNING INC | $3,874.95万 | 0.44% | 151,703 | -14,125 | -8.5% | -$360.79万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,873.62万 | 0.44% | 104,681 | 1,147 | 1.1% | $42.44万 | 加仓 |
| IJH | ISHARES TR | $3,776.14万 | 0.43% | 489,709 | -18,186 | -3.6% | -$140.23万 | 减仓 |
| IWD | ISHARES TR | $3,774.88万 | 0.43% | 155,710 | -1,396 | -0.9% | -$33.84万 | 减仓 |
| NVS | NOVARTIS AG | $3,748.44万 | 0.42% | 239,181 | -3,047 | -1.3% | -$47.75万 | 减仓 |
| MS | MORGAN STANLEY | $3,719.74万 | 0.42% | 177,944 | 421 | 0.2% | $8.80万 | 加仓 |
| ECL | ECOLAB INC | $3,598.72万 | 0.41% | 129,167 | 2,438 | 1.9% | $67.93万 | 加仓 |
| ENB | ENBRIDGE INC | $3,467.16万 | 0.39% | 639,579 | -15,816 | -2.4% | -$85.74万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $3,393.20万 | 0.38% | 1,393,510 | 132,255 | 10.5% | $322.04万 | 加仓 |
| BX | BLACKSTONE INC | $3,212.12万 | 0.36% | 272,977 | 26,001 | 10.5% | $305.95万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3,135.57万 | 0.36% | 155,526 | 1,781 | 1.2% | $35.91万 | 加仓 |
| CRM | SALESFORCE INC | $3,059.54万 | 0.35% | 195,298 | 3,523 | 1.8% | $55.19万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,008.61万 | 0.34% | 88,224 | -1,377 | -1.5% | -$46.96万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,969.49万 | 0.34% | 1,674,842 | 11,010 | 0.7% | $19.52万 | 加仓 |
| EMR | EMERSON ELEC CO | $2,938.04万 | 0.33% | 205,242 | -2,134 | -1.0% | -$30.55万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,930.33万 | 0.33% | 153,807 | -1,165 | -0.8% | -$22.20万 | 减仓 |
| IJR | ISHARES TR | $2,886.88万 | 0.33% | 194,652 | -6,141 | -3.1% | -$91.08万 | 减仓 |
| ETR | ENTERGY CORP NEW | $2,883.18万 | 0.33% | 251,017 | -7,633 | -3.0% | -$87.67万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $2,817.94万 | 0.32% | 85,361 | -684 | -0.8% | -$22.58万 | 减仓 |
| INTC | INTEL CORP | $2,815.22万 | 0.32% | 201,620 | 31,026 | 18.2% | $433.22万 | 加仓 |
| AMGN | AMGEN INC | $2,803.68万 | 0.32% | 77,424 | -1,492 | -1.9% | -$54.03万 | 减仓 |
| DE | DEERE & CO | $2,582.96万 | 0.29% | 40,720 | 1,136 | 2.9% | $72.06万 | 加仓 |
| KO | COCA COLA CO | $2,558.12万 | 0.29% | 314,768 | -7,325 | -2.3% | -$59.53万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2,510.67万 | 0.28% | 444,524 | -27,022 | -5.7% | -$152.62万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,482.42万 | 0.28% | 586,306 | 504 | 0.1% | $2.13万 | 加仓 |
| ALL | ALLSTATE CORP | $2,453.21万 | 0.28% | 103,102 | 723 | 0.7% | $17.20万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,422.28万 | 0.27% | 127,167 | 1,702 | 1.4% | $32.42万 | 加仓 |
| HON | HONEYWELL INTL INC | $2,399.08万 | 0.27% | 107,150 | -106,657 | -49.9% | -$2,388.04万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,396.15万 | 0.27% | 259,689 | -653 | -0.3% | -$6.03万 | 减仓 |
| IEMG | ISHARES INC | $2,392.06万 | 0.27% | 288,757 | -6,549 | -2.2% | -$54.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,379.95万 | 0.27% | 271,157 | -4,796 | -1.7% | -$42.09万 | 减仓 |
| USB | US BANCORP | $2,371.88万 | 0.27% | 392,696 | -8,374 | -2.1% | -$50.58万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,363.28万 | 0.27% | 56,860 | 15,846 | 38.6% | $658.61万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2,362.32万 | 0.27% | 31,175 | -1,203 | -3.7% | -$91.16万 | 减仓 |
| EFA | ISHARES TR | $2,361.11万 | 0.27% | 227,292 | 8,244 | 3.8% | $85.64万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $2,360.52万 | 0.27% | 106,772 | 106,772 | — | $2,360.52万 | 新建仓 |
| — | ETF SER SOLUTIONS | $2,358.25万 | 0.27% | 808,538 | -8,968 | -1.1% | -$26.16万 | 减仓 |
| IWP | ISHARES TR | $2,356.21万 | 0.27% | 160,932 | 1,368 | 0.9% | $20.03万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,335.83万 | 0.26% | 130,072 | -1,373 | -1.0% | -$24.66万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,186.78万 | 0.25% | 42,923 | -2,144 | -4.8% | -$109.23万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,185.58万 | 0.25% | 98,061 | 1,115 | 1.2% | $24.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,143.61万 | 0.24% | 209,767 | -4,631 | -2.2% | -$47.32万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,141.56万 | 0.24% | 26,945 | -738 | -2.7% | -$58.66万 | 减仓 |