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Mid-American Wealth Advisory Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mid-American Wealth Advisory Group, Inc.
报告期 2026-03-31 · CIK 0001911264
持仓数
55
前50大市值合计
$235.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
22Q1
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 103
增持 26
减持 19
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
ZROZ
PIMCO ETF TR
+$4.9M
123,950
+161%
增持
IBHF
ISHARES TR
+$3.7M
598,347
+37%
增持
LTPZ
PIMCO ETF TR
+$3.4M
185,581
+60%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
ISHARES TR
-$3.4M
598,316
-20%
增持
BILZ
PIMCO ETF TR
+$3.1M
106,347
+41%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$2.9M
1,191
-99%
增持
CRDT
SIMPLIFY EXCHANGE TRADED FUN
+$2.6M
161,034
+242%
减持
AAPL
APPLE INC
-$1.8M
4,697
-62%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$1.5M
1,044,522
+7%
增持
LONZ
PIMCO ETF TR
+$1.2M
80,266
+38%
增持
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$1.1M
176,740
+36%
增持
FLJJ
AIM ETF PRODUCTS TRUST
+$1.0M
229,107
+9%
增持
HYS
PIMCO ETF TR
+$823.1K
315,569
+1%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$756.5K
146,222
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$677.1K
73,477
+10%
建仓
LRNZ
ELEVATION SERIES TRUST
+$630.5K
14,096
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$611.4K
55
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$517.9K
85,375
-8%
增持
NVDA
NVIDIA CORPORATION
+$497.7K
6,151
+41%
建仓
FLR
FLUOR CORP NEW
+$437.9K
8,542
减持
KO
COCA COLA CO
-$424.5K
23,653
-19%
建仓
INSM
INSMED INC
+$395.3K
3,928
增持
QBUL
ELEVATION SERIES TRUST
+$370.9K
102,271
+14%
增持
MSFT
MICROSOFT CORP
+$361.8K
1,802
+27%
减持
MO
ALTRIA GROUP INC
-$360.7K
29,585
-15%
建仓
—
FTAI AVIATION LTD
+$347.6K
3,021
增持
AMZN
AMAZON COM INC
+$315.9K
4,052
+35%
增持
QBER
ELEVATION SERIES TRUST
+$314.2K
180,252
+8%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$312.4K
272,426
+7%
减持
SIXZ
AIM ETF PRODUCTS TRUST
-$312.2K
248,926
-9%
建仓
MAXI
SIMPLIFY EXCHANGE TRADED FUN
+$309.6K
10,303
减持
HON
HONEYWELL INTL INC
-$309.5K
18
-99%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$309.2K
29,109
+40%
清仓
—
LISTED FD TR
-$307.4K
0
-100%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$301.2K
6,307
+74%
增持
TSLA
TESLA INC
+$294.8K
2,000
+52%
增持
GOOG
ALPHABET INC
+$279.9K
3,134
+77%
减持
NVBW
AIM ETF PRODUCTS TRUST
-$277.1K
258,809
-8%
建仓
PCVX
VAXCYTE INC
+$270.2K
8,311
建仓
LNTH
LANTHEUS HLDGS INC
+$246.3K
3,009
清仓
BP
BP PLC
-$238.2K
0
-100%
增持
MFUS
PIMCO EQUITY SER
+$234.7K
9,610
+73%
建仓
GOOGL
ALPHABET INC
+$221.3K
1,256
减持
—
LISTED FDS TR
+$213.1K
104,634
-3%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$206.6K
349
-76%
建仓
—
LISTED FDS TR
+$202.4K
5,666
增持
PSA
PUBLIC STORAGE OPER CO
+$187.0K
1,549
+73%
建仓
—
EXXON MOBIL CORP
+$166.8K
1,547
建仓
SPYM
SPDR SERIES TRUST
+$165.7K
2,280
建仓
META
META PLATFORMS INC
+$163.8K
222
增持
BIL
SPDR SERIES TRUST
+$155.5K
78,321
+2%
建仓
ORCL
ORACLE CORP
+$152.2K
696
建仓
COST
COSTCO WHSL CORP NEW
+$147.5K
149
建仓
VTI
VANGUARD INDEX FDS
+$141.0K
464
建仓
SCHD
SCHWAB STRATEGIC TR
+$118.7K
4,480
建仓
QQQ
INVESCO QQQ TR
+$115.4K
209
建仓
JPM
JPMORGAN CHASE & CO.
+$113.9K
393
建仓
XLK
SELECT SECTOR SPDR TR
+$100.2K
396
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$95.3K
20,783
-3%
建仓
VYM
VANGUARD WHITEHALL FDS
+$92.4K
693
减持
WMT
WALMART INC
-$89.1K
3,295
-30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$86.9K
344
-28%
建仓
BND
VANGUARD BD INDEX FDS
+$84.3K
1,145
减持
IAU
ISHARES GOLD TR
-$82.7K
4,497
-27%
减持
IVV
ISHARES TR
-$78.3K
577
-26%
建仓
CVX
CHEVRON CORP NEW
+$67.0K
468
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$62.7K
1,025
建仓
V
VISA INC
+$61.4K
173
建仓
FPE
FIRST TR EXCH TRADED FD III
+$58.1K
3,266
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$57.1K
1,784
建仓
STXF
EA SERIES TRUST
+$56.0K
1,398
建仓
XLY
SELECT SECTOR SPDR TR
+$55.4K
255
建仓
OXY
OCCIDENTAL PETE CORP
+$54.9K
1,307
建仓
ULTA
ULTA BEAUTY INC
+$52.4K
112
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$52.3K
917
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$48.3K
442
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$47.6K
2,073
建仓
RTX
RTX CORPORATION
+$47.0K
322
建仓
CBSH
COMMERCE BANCSHARES INC
+$46.1K
742
建仓
KR
KROGER CO
+$46.0K
641
建仓
NFLX
NETFLIX INC
+$44.2K
33
建仓
LEN
LENNAR CORP
+$42.9K
388
建仓
SCHM
SCHWAB STRATEGIC TR
+$42.1K
1,500
减持
—
LISTED FDS TR
+$41.9K
63,033
-6%
建仓
TXN
TEXAS INSTRS INC
+$40.3K
194
建仓
KHC
KRAFT HEINZ CO
+$38.7K
1,497
建仓
MA
MASTERCARD INCORPORATED
+$37.6K
67
建仓
FNDX
SCHWAB STRATEGIC TR
+$37.5K
1,527
建仓
NVO
NOVO-NORDISK A S
+$36.9K
534
建仓
MCD
MCDONALDS CORP
+$35.6K
122
建仓
DVA
DAVITA INC
+$35.6K
250
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$34.5K
1,125
建仓
LPX
LOUISIANA PAC CORP
+$34.4K
400
建仓
POOL
POOL CORP
+$34.4K
118
建仓
PG
PROCTER AND GAMBLE CO
+$33.8K
212
建仓
BLK
BLACKROCK INC
+$33.6K
32
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$33.3K
147
建仓
SCHX
SCHWAB STRATEGIC TR
+$32.8K
1,344
建仓
SCHW
SCHWAB CHARLES CORP
+$31.8K
348
增持
NVBT
AIM ETF PRODUCTS TRUST
+$31.5K
9,004
+3%
建仓
GLDM
WORLD GOLD TR
+$31.2K
476
建仓
DPZ
DOMINOS PIZZA INC
+$31.1K
69
建仓
VCRB
VANGUARD MALVERN FDS
+$30.6K
394
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$30.1K
76
减持
GLD
SPDR GOLD TR
+$29.7K
1,866
-0%
建仓
AMLP
ALPS ETF TR
+$29.3K
600
建仓
CAT
CATERPILLAR INC
+$28.0K
72
建仓
LMT
LOCKHEED MARTIN CORP
+$27.8K
60
建仓
AFL
AFLAC INC
+$26.4K
250
建仓
SCHG
SCHWAB STRATEGIC TR
+$26.0K
889
建仓
SYK
STRYKER CORPORATION
+$25.7K
65
建仓
UPS
UNITED PARCEL SERVICE INC
+$25.6K
254
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$25.6K
83
建仓
DE
DEERE & CO
+$25.4K
50
建仓
IBHG
ISHARES TR
+$25.2K
1,120
建仓
AIZ
ASSURANT INC
+$24.1K
122
建仓
SCHK
SCHWAB STRATEGIC TR
+$24.1K
807
建仓
BKNG
BOOKING HOLDINGS INC
+$23.2K
4
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$22.9K
462
建仓
SBUX
STARBUCKS CORP
+$22.7K
248
建仓
—
ASML HOLDING N V
+$21.6K
27
建仓
HPQ
HP INC
+$20.6K
844
建仓
LLY
ELI LILLY & CO
+$20.3K
26
建仓
AMD
ADVANCED MICRO DEVICES INC
+$19.9K
140
建仓
MMM
3M CO
+$19.8K
130
建仓
MS
MORGAN STANLEY
+$19.6K
139
建仓
DUK
DUKE ENERGY CORP NEW
+$19.0K
161
建仓
VBR
VANGUARD INDEX FDS
+$18.3K
94
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$17.7K
223
建仓
PH
PARKER-HANNIFIN CORP
+$17.5K
25
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$17.3K
844
建仓
ABBV
ABBVIE INC
+$16.9K
91
建仓
OKE
ONEOK INC NEW
+$16.5K
202
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$16.1K
269
建仓
HD
HOME DEPOT INC
+$15.4K
42
建仓
IQV
IQVIA HLDGS INC
+$15.0K
95
建仓
UNP
UNION PAC CORP
+$14.7K
64
建仓
APD
AIR PRODS & CHEMS INC
+$14.7K
52
建仓
AMT
AMERICAN TOWER CORP NEW
+$14.6K
66
建仓
DIS
DISNEY WALT CO
+$14.4K
116
建仓
WFC
WELLS FARGO CO NEW
+$13.8K
172
建仓
SLV
ISHARES SILVER TR
+$13.8K
420
建仓
IVW
ISHARES TR
+$13.8K
125
建仓
ELV
ELEVANCE HEALTH INC
+$13.6K
35
建仓
ENB
ENBRIDGE INC
+$13.5K
298
建仓
PFXF
VANECK ETF TRUST
+$13.2K
769
建仓
UNH
UNITEDHEALTH GROUP INC
+$13.1K
42
建仓
COP
CONOCOPHILLIPS
+$13.1K
146
建仓
ETR
ENTERGY CORP NEW
+$13.0K
156
建仓
PM
PHILIP MORRIS INTL INC
+$12.6K
69