Midwestern Financial, LLC /IA
IOWA CITY IA · SEC CIK 0002083276
$1.43亿2026Q2 申报市值
54持仓数
57.3%前十大占比 · 第一大 10.8%
0 / 0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
AGG 加仓+$86.13万
JPST 加仓+$79.10万
VTEB 加仓+$71.44万
SHYD 加仓+$70.57万
SPY 加仓+$57.95万
2026Q2 卖出最多 按季末市值估算
SCHB 减仓-$60.99万
VTV 减仓-$50.49万
VTI 减仓-$25.83万
SBUX 减仓-$24.30万
J P MORGAN EXCHA 减仓-$19.04万
2026Q2 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 | $21.00万 | 0.15% | 224 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $25.97万 | 0.18% | 9,476 | 61 | 0.6% | $1,672 | 加仓 |
| TSLA | TESLA INC | $26.50万 | 0.19% | 630 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $30.05万 | 0.21% | 4,094 | -266 | -6.1% | -$1.95万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $30.46万 | 0.21% | 3,006 | 20 | 0.7% | $2,026 | 加仓 |
| SPMD | SPDR SERIES TRUST | $31.31万 | 0.22% | 4,635 | 15 | 0.3% | $1,013 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $31.41万 | 0.22% | 960 | 5 | 0.5% | $1,636 | 加仓 |
| LQD | ISHARES TR | $37.61万 | 0.26% | 3,449 | -447 | -11.5% | -$4.87万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $38.07万 | 0.27% | 7,464 | 48 | 0.6% | $2,448 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $39.38万 | 0.28% | 8,688 | -4,200 | -32.6% | -$19.04万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $40.32万 | 0.28% | 7,933 | 30 | 0.4% | $1,525 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $40.79万 | 0.29% | 2,023 | -170 | -7.8% | -$3.43万 | 减仓 |
| ACWI | ISHARES TR | $43.82万 | 0.31% | 2,792 | -394 | -12.4% | -$6.18万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $46.05万 | 0.32% | 1,361 | 4 | 0.3% | $1,353 | 加仓 |
| WMT | WALMART INC | $50.71万 | 0.36% | 4,477 | 17 | 0.4% | $1,926 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $50.77万 | 0.36% | 11,015 | 156 | 1.4% | $7,191 | 加仓 |
| VB | VANGUARD INDEX FDS | $55.67万 | 0.39% | 1,836 | 5 | 0.3% | $1,516 | 加仓 |
| MSFT | MICROSOFT CORP | $56.59万 | 0.40% | 1,517 | 3 | 0.2% | $1,119 | 加仓 |
| SBUX | STARBUCKS CORP | $70.57万 | 0.49% | 6,906 | -2,378 | -25.6% | -$24.30万 | 减仓 |
| GOOGL | ALPHABET INC | $72.67万 | 0.51% | 2,033 | 1 | 0.0% | $357 | 加仓 |
| AMZN | AMAZON COM INC | $78.80万 | 0.55% | 3,306 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $100.60万 | 0.70% | 9,348 | 74 | 0.8% | $7,964 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $114.56万 | 0.80% | 19,192 | 22 | 0.1% | $1,313 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $117.74万 | 0.82% | 23,160 | -219 | -0.9% | -$1.11万 | 减仓 |
| VGT | VANGUARD WORLD FD | $117.86万 | 0.83% | 9,861 | 13 | 0.1% | $1,554 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $119.97万 | 0.84% | 6,477 | 16 | 0.2% | $2,964 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.41万 | 0.99% | 2,826 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $141.43万 | 0.99% | 28,157 | 3,134 | 12.5% | $15.74万 | 加仓 |
| AAPL | APPLE INC | $170.29万 | 1.19% | 5,885 | -54 | -0.9% | -$1.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $174.32万 | 1.22% | 8,712 | 12 | 0.1% | $2,401 | 加仓 |
| META | META PLATFORMS INC | $184.93万 | 1.29% | 3,283 | 3 | 0.1% | $1,690 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $185.92万 | 1.30% | 7,857 | 33 | 0.4% | $7,809 | 加仓 |
| SUB | ISHARES TR | $201.02万 | 1.41% | 18,880 | 756 | 4.2% | $8.05万 | 加仓 |
| QUAL | ISHARES TR | $206.86万 | 1.45% | 9,427 | -196 | -2.0% | -$4.30万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $212.66万 | 1.49% | 36,541 | -874 | -2.3% | -$5.09万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $283.17万 | 1.98% | 11,654 | -315 | -2.6% | -$7.65万 | 减仓 |
| SHYD | VANECK ETF TRUST | $284.68万 | 1.99% | 124,317 | 30,815 | 33.0% | $70.57万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $310.31万 | 2.17% | 43,552 | -1,855 | -4.1% | -$13.22万 | 减仓 |
| QQQ | INVESCO QQQ TR | $323.31万 | 2.26% | 4,390 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $326.39万 | 2.29% | 20,796 | 59 | 0.3% | $9,260 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $349.88万 | 2.45% | 69,173 | 14,125 | 25.7% | $71.44万 | 加仓 |
| IAGG | ISHARES TR | $358.66万 | 2.51% | 70,882 | 3,424 | 5.1% | $17.33万 | 加仓 |
| VO | VANGUARD INDEX FDS | $374.18万 | 2.62% | 46,442 | 5,886 | 14.5% | $47.42万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $382.66万 | 2.68% | 10,341 | -698 | -6.3% | -$25.83万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $420.89万 | 2.95% | 116,492 | 12,194 | 11.7% | $44.06万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $461.14万 | 3.23% | 159,235 | -21,060 | -11.7% | -$60.99万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $498.76万 | 3.49% | 22,887 | -2,317 | -9.2% | -$50.49万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $632.87万 | 4.43% | 125,148 | 15,641 | 14.3% | $79.10万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $740.26万 | 5.18% | 82,988 | 3,511 | 4.4% | $31.32万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $802.90万 | 5.62% | 83,210 | -616 | -0.7% | -$5.94万 | 减仓 |
| ACWX | ISHARES TR | $970.85万 | 6.80% | 127,559 | 6,908 | 5.7% | $52.58万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $1,043.84万 | 7.31% | 128,393 | 5,202 | 4.2% | $42.29万 | 加仓 |
| AGG | ISHARES TR | $1,061.73万 | 7.43% | 107,267 | 8,702 | 8.8% | $86.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,548.50万 | 10.84% | 20,736 | 776 | 3.9% | $57.95万 | 加仓 |