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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 23
减持 70
清仓 41
方向
标的
Δ市值
现股数(环比)
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$62.2M
2,556,294
-31%
增持
JAAA
JANUS DETROIT STR TR
+$56.6M
2,894,067
+63%
建仓
TLT
ISHARES TR
+$55.3M
564,182
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
MBB
ISHARES TR
-$35.1M
1,338,248
-25%
减持
MCD
MCDONALDS CORP
-$27.6M
13,865
-89%
增持
IEFA
ISHARES TR
+$16.4M
2,010,016
+4%
清仓
MSBI
MIDLAND STATES BANCORP INC
-$13.8M
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$13.1M
34,396
增持
VTV
VANGUARD INDEX FDS
+$9.2M
583,507
+1%
减持
IVW
ISHARES TR
-$7.9M
1,179,971
-10%
增持
IJJ
ISHARES TR
+$7.1M
584,653
+2%
增持
IEMG
ISHARES INC
+$6.0M
917,813
+5%
增持
SPSM
SPDR SER TR
+$4.7M
1,057,048
+1%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.0M
2,041,588
-4%
减持
PG
PROCTER AND GAMBLE CO
-$2.9M
17,909
-51%
建仓
QQQ
INVESCO QQQ TR
+$2.8M
5,808
建仓
FNDX
SCHWAB STRATEGIC TR
+$2.8M
39,258
减持
IJK
ISHARES TR
+$2.6M
834,362
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
9,944
+72%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
53,303
+685%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.4M
4,722
-58%
减持
NVDA
NVIDIA CORPORATION
-$2.1M
20,057
-45%
减持
PEP
PEPSICO INC
-$1.8M
16,854
-40%
减持
MSFT
MICROSOFT CORP
-$1.7M
33,596
-7%
清仓
USMV
ISHARES TR
-$1.4M
0
-100%
建仓
IWR
ISHARES TR
+$1.3M
14,273
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.2M
0
-100%
减持
IVV
ISHARES TR
+$1.1M
364,948
-5%
清仓
IEF
ISHARES TR
-$996.4K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$982.2K
12,399
+142%
减持
SHY
ISHARES TR
-$911.6K
4,983
-69%
增持
COWZ
PACER FDS TR
+$886.4K
19,400
+349%
减持
IWM
ISHARES TR
-$797.6K
7,695
-37%
减持
GOOG
ALPHABET INC
-$722.2K
9,510
-25%
减持
JPM
JPMORGAN CHASE & CO.
-$714.0K
25,089
-15%
减持
—
EXXON MOBIL CORP
-$647.6K
23,881
-20%
建仓
SPHY
SPDR SER TR
+$645.3K
26,830
增持
IWF
ISHARES TR
+$640.0K
9,248
+19%
减持
WWD
WOODWARD INC
-$606.1K
46,518
-6%
减持
AAPL
APPLE INC
+$560.3K
58,923
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$559.4K
37,391
+41%
减持
ORCL
ORACLE CORP
+$530.8K
21,578
-3%
清仓
IEI
ISHARES TR
-$528.0K
0
-100%
减持
LLY
ELI LILLY & CO
-$506.2K
3,267
-13%
增持
—
BLACKROCK INC
+$498.6K
2,647
+3%
增持
EFA
ISHARES TR
+$461.5K
22,432
+24%
清仓
XLV
SELECT SECTOR SPDR TR
-$456.3K
0
-100%
增持
NOBL
PROSHARES TR
+$443.4K
14,671
+26%
增持
JNJ
JOHNSON & JOHNSON
+$435.5K
17,978
+6%
增持
VOO
VANGUARD INDEX FDS
+$431.3K
15,659
+0%
减持
AMZN
AMAZON COM INC
-$417.8K
14,573
-10%
减持
HD
HOME DEPOT INC
+$405.1K
14,195
-9%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$394.3K
4,412
增持
UYLD
ANGEL OAK FUNDS TRUST
+$392.9K
80,103
+10%
清仓
INTC
INTEL CORP
-$372.0K
0
-100%
减持
ALL
ALLSTATE CORP
-$357.1K
1,093
-69%
清仓
XEFRX
EATON VANCE SR FLTNG RTE TR
-$354.9K
0
-100%
清仓
PINS
PINTEREST INC
-$352.6K
0
-100%
建仓
GBCI
GLACIER BANCORP INC NEW
+$349.5K
7,648
建仓
PFF
ISHARES TR
+$341.8K
10,285
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$327.2K
5,519
清仓
GPC
GENUINE PARTS CO
-$324.6K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$322.0K
0
-100%
清仓
BP
BP PLC
-$321.4K
0
-100%
清仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$310.2K
0
-100%
清仓
PSX
PHILLIPS 66
-$304.9K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$303.1K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$298.7K
0
-100%
清仓
IJS
ISHARES TR
-$297.4K
0
-100%
减持
SO
SOUTHERN CO
-$296.7K
8,868
-37%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$296.1K
1,495
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$294.3K
5,854
清仓
IBIT
ISHARES BITCOIN TR
-$289.1K
0
-100%
清仓
BA
BOEING CO
-$289.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$283.9K
2,239
-59%
清仓
AGG
ISHARES TR
-$277.1K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$273.4K
2,022
-38%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$269.1K
0
-100%
减持
T
AT&T INC
-$267.7K
36,334
-35%
减持
XLK
SELECT SECTOR SPDR TR
-$260.7K
2,603
-31%
清仓
—
PROSHARES TR
-$256.6K
0
-100%
清仓
SDY
SPDR SER TR
-$254.9K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$252.4K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$245.1K
0
-100%
建仓
CMI
CUMMINS INC
+$239.9K
741
清仓
MS
MORGAN STANLEY
-$238.7K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$238.1K
0
-100%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$238.0K
3,818
建仓
AEE
AMEREN CORP
+$237.6K
2,717
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$235.5K
0
-100%
减持
QCOM
QUALCOMM INC
-$234.8K
6,563
-3%
减持
LOW
LOWES COS INC
+$233.8K
9,294
-10%
清仓
XLE
SELECT SECTOR SPDR TR
-$232.5K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$231.9K
4,311
+1%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$229.8K
0
-100%
减持
IWO
ISHARES TR
-$225.1K
1,570
-39%
清仓
GAB
GABELLI EQUITY TR INC
-$222.9K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$222.1K
0
-100%
清仓
DDWM
WISDOMTREE TR
-$214.4K
0
-100%
减持
IWN
ISHARES TR
-$211.4K
3,461
-33%
清仓
GGN
GAMCO GLOBAL GOLD NAT RES &
-$210.1K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$210.0K
0
-100%
减持
DGRO
ISHARES TR
-$208.7K
16,796
-23%
清仓
MPC
MARATHON PETE CORP
-$206.3K
0
-100%
清仓
SHOP
SHOPIFY INC
-$205.7K
0
-100%
减持
MRK
MERCK & CO INC
-$205.4K
8,805
-10%
减持
HCA
HCA HEALTHCARE INC
+$204.9K
2,527
-1%
减持
IJT
ISHARES TR
-$200.9K
7,138
-23%
建仓
—
ELBIT SYS LTD
+$200.1K
1,000
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$197.1K
22,603
+8%
减持
MDLZ
MONDELEZ INTL INC
-$193.3K
7,018
-35%
减持
IJH
ISHARES TR
-$193.1K
18,244
-20%
减持
RTX
RTX CORPORATION
+$191.4K
13,178
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$190.5K
19,899
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$182.0K
8,606
-13%
减持
HON
HONEYWELL INTL INC
-$182.0K
6,296
-9%
减持
CVX
CHEVRON CORP NEW
-$178.7K
15,511
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$173.9K
2,725
-2%
减持
BAC
BANK AMERICA CORP
-$166.9K
31,740
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$163.2K
8,197
-12%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$158.2K
4,699
-20%
减持
ITW
ILLINOIS TOOL WKS INC
-$156.4K
4,037
-21%
减持
WMT
WALMART INC
+$153.1K
34,736
-11%
清仓
NVAX
NOVAVAX INC
-$151.9K
0
-100%
减持
PFE
PFIZER INC
-$151.5K
33,251
-16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$147.6K
15,332
-1%
减持
DIS
DISNEY WALT CO
-$142.2K
11,588
-8%
增持
EW
EDWARDS LIFESCIENCES CORP
-$142.0K
5,845
+2%
减持
MU
MICRON TECHNOLOGY INC
-$141.3K
1,950
-25%
增持
AVGO
BROADCOM INC
+$139.3K
8,970
+923%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$138.3K
6,563
-2%
减持
IVE
ISHARES TR
-$133.3K
7,729
-15%
清仓
ESPR
ESPERION THERAPEUTICS INC NE
-$133.2K
0
-100%
减持
AMGN
AMGEN INC
-$132.0K
2,742
-16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$130.6K
9,594
-9%
增持
TJX
TJX COS INC NEW
+$130.6K
15,788
+1%
减持
EFG
ISHARES TR
-$129.9K
3,691
-28%
减持
XLU
SELECT SECTOR SPDR TR
+$129.1K
10,929
-1%
减持
META
META PLATFORMS INC
-$121.6K
3,946
-16%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$116.3K
1,196
-36%
减持
IGM
ISHARES TR
+$115.7K
73,576
-0%
减持
IWP
ISHARES TR
-$114.3K
3,515
-26%
减持
ABT
ABBOTT LABS
-$111.8K
16,793
-14%
减持
MET
METLIFE INC
+$109.7K
10,353
-2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$106.9K
10,956
-2%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$106.0K
0
-100%
减持
KO
COCA COLA CO
-$103.6K
12,824
-20%
减持
HAL
HALLIBURTON CO
-$102.8K
16,111
-5%
清仓
PSEC
PROSPECT CAP CORP
-$101.8K
0
-100%
减持
UNP
UNION PAC CORP
-$101.1K
3,204
-19%
