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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 33
增持 44
减持 62
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MCD
MCDONALDS CORP
+$26.3M
124,841
+534%
减持
IVW
ISHARES TR
+$8.7M
1,305,993
-2%
增持
JAAA
JANUS DETROIT STR TR
+$6.3M
1,780,927
+7%
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
IVV
ISHARES TR
+$5.8M
382,657
-1%
减持
MSBI
MIDLAND STATES BANCORP INC
-$5.4M
609,792
-20%
增持
IGM
ISHARES TR
+$4.8M
73,621
+200%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.3M
3,720,196
+3%
增持
MBB
ISHARES TR
+$3.6M
1,778,339
+3%
减持
IEFA
ISHARES TR
-$3.6M
1,933,897
-0%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$3.5M
72,823
+1478%
减持
IJJ
ISHARES TR
-$3.1M
574,167
-1%
增持
IEMG
ISHARES INC
+$2.9M
872,710
+3%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
36,410
+1651%
减持
AAPL
APPLE INC
+$2.3M
62,524
-1%
增持
IJK
ISHARES TR
-$1.7M
840,821
+1%
增持
SPSM
SPDR SER TR
-$1.5M
1,045,053
+0%
增持
MSFT
MICROSOFT CORP
+$1.5M
36,125
+4%
建仓
USMV
ISHARES TR
+$1.4M
16,115
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
26,507
建仓
IEF
ISHARES TR
+$996.4K
10,640
减持
BMO
BANK MONTREAL QUE
-$846.9K
6,200
-56%
减持
WWD
WOODWARD INC
+$808.6K
49,228
-2%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$794.3K
11,156
+51%
增持
VOO
VANGUARD INDEX FDS
+$632.7K
15,658
+5%
增持
VTV
VANGUARD INDEX FDS
-$616.5K
577,543
+1%
减持
DGRO
ISHARES TR
-$604.1K
21,900
-32%
增持
SHY
ISHARES TR
+$600.7K
16,239
+83%
增持
AMZN
AMAZON COM INC
+$544.5K
16,213
+13%
增持
GOOG
ALPHABET INC
+$530.0K
12,606
+8%
减持
DIS
DISNEY WALT CO
-$491.6K
12,658
-11%
减持
PEP
PEPSICO INC
-$466.3K
28,221
-4%
减持
LLY
ELI LILLY & CO
+$458.4K
3,756
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$454.9K
11,305
-6%
增持
IWF
ISHARES TR
+$450.6K
7,768
+10%
清仓
SLV
ISHARES SILVER TR
-$449.5K
0
-100%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$447.5K
0
-100%
减持
GOOGL
ALPHABET INC
+$444.5K
21,365
-6%
减持
CAT
CATERPILLAR INC
-$428.3K
11,563
-1%
减持
CVS
CVS HEALTH CORP
-$417.6K
14,909
-8%
减持
TGT
TARGET CORP
-$410.6K
10,712
-5%
增持
META
META PLATFORMS INC
+$392.5K
4,721
+15%
增持
HD
HOME DEPOT INC
-$386.6K
15,532
+4%
减持
IVE
ISHARES TR
-$361.5K
9,105
-16%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$354.9K
27,136
建仓
PINS
PINTEREST INC
+$352.6K
8,000
增持
PM
PHILIP MORRIS INTL INC
+$347.5K
5,484
+141%
清仓
COIN
COINBASE GLOBAL INC
-$347.3K
0
-100%
清仓
DGS
WISDOMTREE TR
-$341.3K
0
-100%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$336.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$336.6K
9,949
-8%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$335.7K
6,793
增持
SO
SOUTHERN CO
+$331.3K
14,135
+33%
建仓
KMB
KIMBERLY-CLARK CORP
+$322.0K
2,330
建仓
BP
BP PLC
+$321.4K
8,903
增持
WMT
WALMART INC
+$315.6K
39,164
+1%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$310.2K
20,807
建仓
PSX
PHILLIPS 66
+$304.9K
2,160
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$300.3K
2,124,009
+0%
建仓
MO
ALTRIA GROUP INC
+$298.7K
6,557
建仓
IJS
ISHARES TR
+$297.4K
3,057
减持
JNJ
JOHNSON & JOHNSON
-$291.4K
16,954
-3%
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$290.6K
12,508
建仓
IBIT
ISHARES BITCOIN TR
+$289.1K
8,467
建仓
BA
BOEING CO
+$289.0K
1,588
增持
LOW
LOWES COS INC
-$285.7K
10,358
+3%
减持
—
ACCENTURE PLC IRELAND
-$284.8K
4,258
-6%
减持
—
BLACKROCK INC
-$280.4K
2,559
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$278.9K
29,686
+4%
增持
T
AT&T INC
+$275.3K
55,839
+24%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$269.1K
6,479
增持
SPY
SPDR S&P 500 ETF TR
+$266.9K
5,771
+5%
建仓
—
PROSHARES TR
+$256.6K
30,990
增持
—
EXXON MOBIL CORP
+$255.0K
29,942
+9%
建仓
WEC
WEC ENERGY GROUP INC
+$252.4K
3,217
减持
DON
WISDOMTREE TR
-$252.2K
63,654
-4%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$248.8K
5,685
建仓
ISRG
INTUITIVE SURGICAL INC
+$246.4K
554
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$245.0K
15,547
-5%
减持
XLB
SELECT SECTOR SPDR TR
-$239.4K
10,904
-16%
建仓
ED
CONSOLIDATED EDISON INC
+$238.1K
2,663
减持
IWM
ISHARES TR
-$236.5K
12,309
-5%
建仓
COWZ
PACER FDS TR
+$235.5K
4,322
建仓
XLE
SELECT SECTOR SPDR TR
+$232.5K
2,551
建仓
AEP
AMERICAN ELEC PWR CO INC
+$229.8K
2,619
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$225.4K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$222.1K
5,782
减持
ORCL
ORACLE CORP
+$214.5K
22,281
-5%
建仓
VGT
VANGUARD WORLD FD
+$213.9K
371
清仓
PAVE
GLOBAL X FDS
-$213.7K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$210.3K
36,333
-5%
清仓
—
ELBIT SYS LTD
-$210.2K
0
-100%
建仓
GGN
GAMCO GLOBAL GOLD NAT RES &
+$210.1K
51,879
清仓
CME
CME GROUP INC
-$207.8K
0
-100%
减持
SDY
SPDR SER TR
-$207.8K
2,004
-43%
建仓
SHOP
SHOPIFY INC
+$205.7K
3,115
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$205.0K
0
-100%
清仓
VDE
VANGUARD WORLD FD
-$202.0K
0
-100%
减持
AVGO
BROADCOM INC
+$200.6K
877
-4%
减持
ABT
ABBOTT LABS
-$194.1K
19,501
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$187.2K
9,359
-5%
增持
VTI
VANGUARD INDEX FDS
+$182.1K
21,774
+0%
减持
IJR
ISHARES TR
-$181.5K
17,077
-6%
减持
UNP
UNION PAC CORP
-$179.7K
3,937
-10%
增持
IWP
ISHARES TR
+$178.6K
4,772
+57%
减持
INTC
INTEL CORP
-$174.1K
12,012
-3%
减持
DHR
DANAHER CORPORATION
-$170.9K
3,458
-17%
减持
CVX
CHEVRON CORP NEW
-$170.5K
15,746
-6%
减持
MET
METLIFE INC
-$167.2K
10,603
-14%
增持
IWB
ISHARES TR
+$158.2K
3,010
+18%
建仓
NVAX
NOVAVAX INC
+$151.9K
12,000
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$145.9K
1,466
-12%
减持
—
EATON CORP PLC
-$142.2K
765
-37%
增持
CEG
CONSTELLATION ENERGY CORP
+$140.9K
3,015
+20%
建仓
ESPR
ESPERION THERAPEUTICS INC NE
+$133.2K
60,000
减持
—
MEDTRONIC PLC
-$130.5K
6,556
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$127.6K
2,787
-11%
减持
HAL
HALLIBURTON CO
-$126.4K
16,897
-4%
增持
CRM
SALESFORCE INC
-$123.6K
2,969
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$123.6K
3,780
-7%
增持
ABBV
ABBVIE INC
-$111.4K
17,780
+2%
减持
CSCO
CISCO SYS INC
-$111.4K
31,927
-2%
增持
ALL
ALLSTATE CORP
+$110.4K
3,535
+35%
增持
SCHD
SCHWAB STRATEGIC TR
+$107.7K
7,639
+27%
减持
MMM
3M CO
-$107.5K
3,805
-19%
减持
MA
MASTERCARD INCORPORATED
-$106.8K
1,713
-4%
建仓
—
ABRDN ASIA PACIFIC INCOME FU
+$106.0K
39,538
建仓
PSEC
PROSPECT CAP CORP
+$101.8K
18,416
建仓
VVR
INVESCO SR INCOME TR
+$100.1K
23,222
减持
V
VISA INC
-$98.1K
4,748
-1%
减持
HCA
HCA HEALTHCARE INC
-$91.0K
2,559
-7%
增持
DUK
DUKE ENERGY CORP NEW
+$90.3K
5,659
+15%
增持
CMCSA
COMCAST CORP NEW
-$85.8K
24,533
+2%
减持
IWN
ISHARES TR
-$84.1K
5,179
-6%
减持
XLU
SELECT SECTOR SPDR TR
-$83.3K
11,061
-13%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$83.1K
1,874
-12%
减持
FAST
FASTENAL CO
-$80.5K
3,474
-10%
增持
CL
COLGATE PALMOLIVE CO
+$79.7K
7,209
+5%
减持
TFC
TRUIST FINL CORP
-$79.4K
20,083
-9%
增持
MRK
MERCK & CO INC
-$78.4K
9,736
+0%
减持
IWO
ISHARES TR
-$78.3K
2,556
-8%
减持
DDWM
WISDOMTREE TR
-$77.8K
6,296
-26%
增持
XLV
SELECT SECTOR SPDR TR
+$74.5K
3,131
+21%
减持
AMGN
AMGEN INC
+$72.4K
3,250
-2%
减持
AMP
AMERIPRISE FINL INC
-$71.7K
718
-17%
增持
AGG
ISHARES TR
+$71.5K
2,855
+36%
减持
ADI
ANALOG DEVICES INC
+$70.7K
2,794
-3%
减持
IYR
ISHARES TR
-$69.7K
2,770
-20%
减持
QCOM
QUALCOMM INC
+$67.5K
6,782
-11%
减持
CSX
CSX CORP
-$63.7K
9,918
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$57.2K
26,290
+7%
