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Midwest Financial Partners Investments, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Midwest Financial Partners Investments, Inc.

报告期 2026-03-31 · CIK 0001968851

持仓数

76

前50大市值合计

$180.6M

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 调仓2025-12-31 → 2026-03-31 · 共 54 项建仓 9增持 33减持 10清仓 2

方向

标的

Δ市值

现股数(环比)

增持

ARKF ARK ETF TR

-$1.7M

186,264 +1%

增持

VEA VANGUARD TAX-MANAGED FDS

+$1.5M

81,829 +38%

增持

SGOV ISHARES TR

+$1.5M

33,526 +82%

减持

MSFT MICROSOFT CORP

-$1.5M

12,476 -1%

增持

VTV VANGUARD INDEX FDS

+$1.5M

103,659 +5%

增持

VOO VANGUARD INDEX FDS

+$1.4M

20,259 +19%

增持

JPIB J P MORGAN EXCHANGE TRADED F

+$1.0M

455,947 +7%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$991.4K

251,169 +7%

增持

VUG VANGUARD INDEX FDS

+$894.4K

6,016 +69%

减持

AAPL APPLE INC

-$838.4K

23,454 -6%

增持

FTMN PUTNAM ETF TRUST

+$795.4K

1,453,336 +8%

减持

NVDA NVIDIA CORPORATION

-$675.0K

17,606 -12%

增持

VO VANGUARD INDEX FDS

+$664.2K

6,132 +62%

增持

FLMI FRANKLIN TEMPLETON ETF TR

+$633.3K

468,525 +6%

增持

VSS VANGUARD INTL EQUITY INDEX F

+$556.6K

18,886 +23%

清仓

GBTC GRAYSCALE BITCOIN TRUST ETF

-$510.1K

0 -100%

减持

BSX BOSTON SCIENTIFIC CORP

-$424.9K

7,080 -22%

增持

ARKG ARK ETF TR

-$411.5K

209,416 +2%

建仓

CASY CASEYS GEN STORES INC

+$404.0K

555

减持

TECH BIO-TECHNE CORP

-$383.6K

37,613 -6%

增持

IBAT ISHARES TR

+$357.5K

55,025 +4%

建仓

SLV ISHARES SILVER TR

+$337.3K

4,950

建仓

IBIT ISHARES BITCOIN TRUST ETF

+$331.6K

8,630

建仓

GLD SPDR GOLD TR

+$314.1K

730

增持

ESGD ISHARES TR

+$282.2K

42,132 +7%

建仓

— EXXON MOBIL CORP

+$267.2K

1,575

增持

ZAP GLOBAL X FDS

+$241.7K

54,946 +5%

建仓

COP CONOCOPHILLIPS

+$232.3K

1,760

建仓

SIL GLOBAL X FDS

+$225.2K

2,500

建仓

SBUX STARBUCKS CORP

+$209.9K

2,343

建仓

TSLA TESLA INC

+$208.9K

562

清仓

ABBV ABBVIE INC

-$206.6K

0 -100%

增持

NUKZ EXCHANGE TRADED CONCEPTS TRU

+$194.2K

26,211 +9%

增持

EAGG ISHARES TR

+$193.5K

41,596 +12%

增持

SUSC ISHARES TR

+$150.5K

67,772 +12%

增持

ESGE ISHARES INC

+$115.9K

41,432 +4%

增持

GOOG ALPHABET INC

-$101.6K

4,156 +1%

减持

DE DEERE & CO

+$73.2K

949 -4%

增持

VTEB VANGUARD MUN BD FDS

+$60.2K

11,150 +13%

增持

BGRN ISHARES TR

+$56.9K

19,003 +8%

增持

ESML ISHARES TR

+$55.1K

43,881 +0%

增持

SUSB ISHARES TR

+$49.6K

20,220 +12%

增持

AMZN AMAZON COM INC

-$44.1K

2,242 +1%

减持

VB VANGUARD INDEX FDS

-$42.9K

15,758 -3%

增持

SPY STATE STR SPDR S&P 500 ETF T

-$39.8K

1,476 +1%

增持

GOOGL ALPHABET INC

+$35.8K

2,468 +15%

增持

UNH UNITEDHEALTH GROUP INC

-$33.1K

1,554 +13%

增持

ESGU ISHARES TR

+$32.8K

42,544 +6%

减持

ILMN ILLUMINA INC

-$30.5K

3,649 -0%

增持

AXP AMERICAN EXPRESS CO

-$19.7K

1,307 +16%

增持

QQQ INVESCO QQQ TR

+$18.2K

1,000 +10%

减持

WMT WALMART INC

+$15.2K

1,834 -4%

减持

VGIT VANGUARD SCOTTSDALE FDS

-$6.6K

7,035 -1%

增持

CRBN ISHARES TR

+$5.4K

11,394 +4%

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。