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MIDLAND WEALTH ADVISORS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MIDLAND WEALTH ADVISORS LLC
报告期 2026-03-31 · CIK 0001990058
持仓数
160
前50大市值合计
$1.87B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 63
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$23.8M
387,257
+3%
增持
MSBI
MIDLAND STATES BANCORP INC
+$17.6M
764,214
+1239%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$16.1M
2,121,543
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。
+6%
减持
IVW
ISHARES TR
+$12.0M
1,327,814
-0%
增持
IEFA
ISHARES TR
+$11.7M
1,941,747
+3%
增持
IJK
ISHARES TR
+$11.7M
830,320
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$11.5M
3,626,805
+7%
增持
VTV
VANGUARD INDEX FDS
+$9.2M
572,640
+2%
增持
JAAA
JANUS DETROIT STR TR
+$9.0M
1,661,428
+11%
增持
MBB
ISHARES TR
+$8.2M
1,727,134
+7%
增持
WWD
WOODWARD INC
+$4.4M
50,453
+104%
增持
IJJ
ISHARES TR
+$4.0M
577,135
+2%
增持
SPSM
SPDR SER TR
+$3.9M
1,044,262
+7%
增持
IEMG
ISHARES INC
+$3.0M
849,114
+5%
减持
DGRO
ISHARES TR
-$1.8M
32,135
-53%
增持
MSFT
MICROSOFT CORP
+$1.6M
34,873
+1%
增持
—
EXXON MOBIL CORP
+$1.3M
27,460
+48%
增持
AAPL
APPLE INC
+$1.3M
63,159
+27%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
28,584
+6%
增持
CAT
CATERPILLAR INC
+$1.1M
11,680
+8%
减持
IWM
ISHARES TR
-$908.0K
13,000
-28%
增持
NVDA
NVIDIA CORPORATION
+$877.7K
2,079
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$836.3K
12,018
+2%
减持
DGS
WISDOMTREE TR
-$755.1K
6,710
-69%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$697.5K
10,773
+30%
增持
PG
PROCTER AND GAMBLE CO
+$675.4K
38,227
+1%
增持
DIS
DISNEY WALT CO
+$671.8K
14,289
+20%
减持
IWN
ISHARES TR
-$644.9K
5,496
-44%
增持
META
META PLATFORMS INC
+$613.5K
4,094
+5%
减持
DDWM
WISDOMTREE TR
-$595.8K
8,546
-69%
增持
AMZN
AMAZON COM INC
+$581.2K
14,351
+9%
增持
ABBV
ABBVIE INC
+$563.3K
17,359
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$551.9K
5,494
+12%
减持
DON
WISDOMTREE TR
-$511.3K
66,215
-19%
减持
LLY
ELI LILLY & CO
+$502.7K
3,782
-10%
减持
HD
HOME DEPOT INC
+$495.5K
14,946
-1%
减持
VOO
VANGUARD INDEX FDS
+$494.0K
14,975
-2%
建仓
SCHD
SCHWAB STRATEGIC TR
+$486.3K
6,031
增持
PEP
PEPSICO INC
+$485.0K
29,260
+7%
建仓
SLV
ISHARES SILVER TR
+$449.5K
19,760
增持
VYM
VANGUARD WHITEHALL FDS
+$419.4K
5,121
+186%
增持
IJH
ISHARES TR
+$394.1K
22,153
+545%
增持
IWF
ISHARES TR
+$389.4K
7,064
+8%
增持
GE
GENERAL ELECTRIC CO
+$389.2K
3,707
+81%
增持
GOOGL
ALPHABET INC
+$386.5K
22,839
+4%
建仓
—
EATON CORP PLC
+$382.1K
1,222
减持
IWO
ISHARES TR
-$380.1K
2,767
-38%
增持
WMT
WALMART INC
+$377.0K
38,826
+212%
减持
DES
WISDOMTREE TR
-$370.1K
13,683
-46%
减持
PFE
PFIZER INC
-$362.2K
41,198
-21%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$359.2K
23,200
-44%
建仓
COIN
COINBASE GLOBAL INC
+$347.3K
1,310
增持
LOW
LOWES COS INC
+$331.7K
10,086
+0%
增持
GOOG
ALPHABET INC
+$324.3K
11,705
+13%
减持
TGT
TARGET CORP
+$316.6K
11,266
-4%
建仓
VUG
VANGUARD INDEX FDS
+$308.1K
895
减持
ADBE
ADOBE INC
-$285.1K
1,796
-10%
增持
IGM
ISHARES TR
+$276.2K
24,558
+498%
清仓
ED
CONSOLIDATED EDISON INC
-$275.3K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$274.8K
3,448
+34%
增持
AVGO
BROADCOM INC
+$259.8K
911
+7%
增持
MCD
MCDONALDS CORP
-$245.5K
19,693
+1%
清仓
SBUX
STARBUCKS CORP
-$245.2K
0
-100%
清仓
DVY
ISHARES TR
-$241.2K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$240.9K
0
-100%
增持
QCOM
QUALCOMM INC
+$235.0K
7,580
+5%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$234.8K
4,616
清仓
BA
BOEING CO
-$231.5K
0
-100%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$229.0K
11,637
-37%
减持
AMD
ADVANCED MICRO DEVICES INC
+$228.5K
9,714
-6%
增持
ABT
ABBOTT LABS
+$224.1K
19,536
+8%
减持
ORCL
ORACLE CORP
+$220.8K
23,339
-9%
清仓
MUB
ISHARES TR
-$215.5K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$215.1K
1,043
建仓
PAVE
GLOBAL X FDS
+$213.7K
5,369
增持
NOBL
PROSHARES TR
+$213.7K
11,681
+15%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$212.4K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$205.9K
1,022
建仓
AGG
ISHARES TR
+$205.7K
2,100
建仓
—
CHUBB LIMITED
+$203.7K
786
建仓
VDE
VANGUARD WORLD FD
+$202.0K
1,534
增持
EFA
ISHARES TR
+$199.7K
17,960
+10%
减持
COST
COSTCO WHSL CORP NEW
+$197.5K
3,350
-2%
减持
PAYX
PAYCHEX INC
-$194.8K
2,221
-43%
增持
NEE
NEXTERA ENERGY INC
+$186.2K
8,091
+49%
减持
MRK
MERCK & CO INC
+$183.1K
9,729
-4%
减持
RTX
RTX CORPORATION
+$182.3K
14,112
-1%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$178.1K
17,536
-34%
减持
AXP
AMERICAN EXPRESS CO
+$172.4K
4,282
-0%
减持
CEG
CONSTELLATION ENERGY CORP
+$169.8K
2,504
-0%
增持
NOW
SERVICENOW INC
+$162.1K
574
+47%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$158.7K
16,842
-0%
增持
TJX
TJX COS INC NEW
+$158.0K
17,262
+2%
增持
SO
SOUTHERN CO
+$157.2K
10,665
+23%
减持
IJR
ISHARES TR
-$155.1K
18,123
-9%
增持
MDLZ
MONDELEZ INTL INC
+$151.6K
9,479
+34%
增持
MET
METLIFE INC
+$146.1K
12,298
+6%
减持
BAC
BANK AMERICA CORP
+$145.7K
36,661
-1%
减持
PHM
PULTE GROUP INC
+$140.8K
8,121
-0%
增持
VB
VANGUARD INDEX FDS
+$136.9K
3,491
+13%
减持
CVX
CHEVRON CORP NEW
+$122.1K
16,695
-1%
增持
T
AT&T INC
+$121.5K
44,988
+13%
减持
HON
HONEYWELL INTL INC
-$118.3K
7,015
-6%
减持
ITW
ILLINOIS TOOL WKS INC
-$116.3K
4,710
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$114.8K
9,877
-2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$108.0K
7,387
-0%
减持
HCA
HCA HEALTHCARE INC
+$106.6K
2,738
-8%
减持
XLU
SELECT SECTOR SPDR TR
-$106.3K
12,750
-14%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$105.6K
11,033
-32%
减持
VO
VANGUARD INDEX FDS
+$102.8K
6,174
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$98.9K
5,913
-3%
减持
IJT
ISHARES TR
-$98.5K
9,370
-11%
减持
VTI
VANGUARD INDEX FDS
-$95.7K
21,711
-10%
增持
DSI
ISHARES TR
+$95.5K
4,706
+13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$93.9K
2,124
+13%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$90.8K
15,574
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$85.4K
4,075
-3%
减持
MU
MICRON TECHNOLOGY INC
+$84.3K
2,600
-0%
减持
IVE
ISHARES TR
+$84.1K
10,806
-3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$79.4K
1,672
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$77.4K
16,424
+4%
减持
MA
MASTERCARD INCORPORATED
+$75.2K
1,791
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$74.4K
3,750
+2%
减持
ACWX
ISHARES TR
-$69.4K
33,188
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
+$67.1K
24,475
-4%
减持
MCK
MCKESSON CORP
+$65.1K
888
-0%
增持
KO
COCA COLA CO
+$62.9K
17,288
+2%
增持
INTC
INTEL CORP
-$60.3K
12,363
+2%
减持
CL
COLGATE PALMOLIVE CO
+$60.2K
6,884
-2%
减持
DHR
DANAHER CORPORATION
+$59.7K
4,144
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$53.8K
15,259
-0%
减持
CRM
SALESFORCE INC
+$52.3K
2,945
-7%
减持
SDY
SPDR SER TR
-$52.0K
3,525
-14%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$51.8K
20,298
-8%
减持
ALL
ALLSTATE CORP
+$51.1K
2,624
-9%
减持
CSCO
CISCO SYS INC
-$50.0K
32,623
-2%
增持
—
ACCENTURE PLC IRELAND
+$48.2K
4,549
+4%
减持
HAL
HALLIBURTON CO
+$47.9K
17,686
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$47.5K
10,521
-1%
增持
TXN
TEXAS INSTRS INC
+$46.6K
5,843
+3%
增持
PRU
PRUDENTIAL FINL INC
+$45.0K
2,456
+5%
减持
V
VISA INC
+$44.4K
4,817
-4%
减持
ADI
ANALOG DEVICES INC
-$43.3K
2,867
-7%
减持
GD
GENERAL DYNAMICS CORP
+$43.0K
3,138
-3%
增持
AMGN
AMGEN INC
+$43.0K
3,317
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$42.4K
932
-9%
增持
IYR
ISHARES TR
+$40.9K
3,479
+17%
减持
EXC
EXELON CORP
-$37.3K
16,357
-10%
减持
—
LINDE PLC
-$36.2K
1,094
-17%
减持
CMCSA
COMCAST CORP NEW
-$33.9K
24,142
-2%
