Midwestern Financial, LLC /IA
IOWA CITY IA · SEC CIK 0002083276
$1.27亿2026Q1 申报市值
54持仓数
57.1%前十大占比 · 第一大 10.2%
1 / 0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
SPY 加仓+$203.95万
AGG 加仓+$149.33万
JPST 加仓+$138.73万
ACWX 加仓+$129.43万
FLV 加仓+$87.66万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$122.86万
VBR 减仓-$84.49万
VTI 减仓-$66.69万
VEA 减仓-$66.14万
VWO 减仓-$48.54万
2026Q1 持仓明细 点表头排序
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 | $22.33万 | 0.18% | 224 | 0 | 0.0% | — | 重新持有 |
| TSLA | TESLA INC | $23.42万 | 0.18% | 630 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $25.55万 | 0.20% | 1,883 | 12 | 0.6% | $1,628 | 加仓 |
| SPMD | SPDR SERIES TRUST | $27.36万 | 0.22% | 4,620 | 14 | 0.3% | $829 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $28.09万 | 0.22% | 955 | 955 | — | $28.09万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $30.21万 | 0.24% | 2,986 | 13 | 0.4% | $1,315 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $32.10万 | 0.25% | 4,360 | 28 | 0.6% | $2,062 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $37.81万 | 0.30% | 7,416 | -2,015 | -21.4% | -$10.27万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $39.49万 | 0.31% | 7,903 | 33 | 0.4% | $1,649 | 加仓 |
| LQD | ISHARES TR | $42.46万 | 0.33% | 3,896 | -2,124 | -35.3% | -$23.15万 | 减仓 |
| ACWI | ISHARES TR | $44.08万 | 0.35% | 3,186 | -89 | -2.7% | -$1.23万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $45.84万 | 0.36% | 2,193 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $47.96万 | 0.38% | 1,831 | 7 | 0.4% | $1,834 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $48.03万 | 0.38% | 1,357 | -376 | -21.7% | -$13.31万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $49.77万 | 0.39% | 10,859 | 153 | 1.4% | $7,012 | 加仓 |
| WMT | WALMART INC | $55.42万 | 0.44% | 4,460 | 10 | 0.2% | $1,243 | 加仓 |
| MSFT | MICROSOFT CORP | $56.03万 | 0.44% | 1,514 | 329 | 27.8% | $12.18万 | 加仓 |
| GOOGL | ALPHABET INC | $58.44万 | 0.46% | 2,032 | 801 | 65.1% | $23.04万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $58.45万 | 0.46% | 12,888 | 127 | 1.0% | $5,759 | 加仓 |
| AMZN | AMAZON COM INC | $68.85万 | 0.54% | 3,306 | 480 | 17.0% | $10.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $83.17万 | 0.65% | 9,284 | -1,464 | -13.6% | -$13.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $85.91万 | 0.68% | 1,231 | 1 | 0.1% | $698 | 加仓 |
| MUB | ISHARES TR | $98.44万 | 0.77% | 9,274 | -654 | -6.6% | -$6.94万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $103.61万 | 0.82% | 19,170 | -8,981 | -31.9% | -$48.54万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $104.49万 | 0.82% | 6,461 | 18 | 0.3% | $2,911 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $117.01万 | 0.92% | 23,379 | -1,824 | -7.2% | -$9.13万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $124.99万 | 0.98% | 25,023 | 7,370 | 41.7% | $36.81万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $135.42万 | 1.07% | 2,826 | -63 | -2.2% | -$3.02万 | 减仓 |
| AAPL | APPLE INC | $150.72万 | 1.19% | 5,939 | 1,369 | 30.0% | $34.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $151.73万 | 1.19% | 8,700 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $168.27万 | 1.32% | 7,824 | 30 | 0.4% | $6,452 | 加仓 |
| QUAL | ISHARES TR | $184.59万 | 1.45% | 9,623 | -114 | -1.2% | -$2.19万 | 减仓 |
| META | META PLATFORMS INC | $187.66万 | 1.48% | 3,280 | 3 | 0.1% | $1,716 | 加仓 |
| SUB | ISHARES TR | $193.02万 | 1.52% | 18,124 | -94 | -0.5% | -$1.00万 | 减仓 |
| SHYD | VANECK ETF TRUST | $211.88万 | 1.67% | 93,502 | 17,307 | 22.7% | $39.22万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $219.03万 | 1.72% | 37,415 | -4,858 | -11.5% | -$28.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $253.41万 | 1.99% | 4,390 | 5 | 0.1% | $2,886 | 加仓 |
| VBR | VANGUARD INDEX FDS | $260.03万 | 2.05% | 11,969 | -3,889 | -24.5% | -$84.49万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $274.63万 | 2.16% | 55,048 | 10,328 | 23.1% | $51.53万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $286.84万 | 2.26% | 20,737 | 24 | 0.1% | $3,320 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $290.97万 | 2.29% | 45,407 | -10,322 | -18.5% | -$66.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $291.19万 | 2.29% | 10,139 | 2,244 | 28.4% | $64.45万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $303.30万 | 2.39% | 104,298 | 20,585 | 24.6% | $59.86万 | 加仓 |
| IAGG | ISHARES TR | $337.56万 | 2.66% | 67,458 | 13,283 | 24.5% | $66.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $354.13万 | 2.79% | 11,039 | -2,079 | -15.8% | -$66.69万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $452.54万 | 3.56% | 180,295 | -5,693 | -3.1% | -$14.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $494.49万 | 3.89% | 25,204 | -6,262 | -19.9% | -$122.86万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $554.22万 | 4.36% | 109,507 | 27,412 | 33.4% | $138.73万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $674.28万 | 5.30% | 79,477 | 5,823 | 7.9% | $49.40万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $675.47万 | 5.31% | 83,826 | 5,602 | 7.2% | $45.14万 | 加仓 |
| ACWX | ISHARES TR | $826.10万 | 6.50% | 120,651 | 18,903 | 18.6% | $129.43万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $944.69万 | 7.43% | 123,191 | 11,431 | 10.2% | $87.66万 | 加仓 |
| AGG | ISHARES TR | $978.45万 | 7.70% | 98,565 | 15,043 | 18.0% | $149.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,298.09万 | 10.21% | 19,960 | 3,136 | 18.6% | $203.95万 | 加仓 |