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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 27
减持 105
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
EDV
VANGUARD WORLD FD
+$62.6M
879,976
减持
TLT
ISHARES TR
-$51.2M
24,362
-96%
增持
MBB
ISHARES TR
+$48.8M
1,825,317
+37%
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
-$15.9M
354,721
-3%
增持
JAAA
JANUS DETROIT STR TR
+$15.5M
3,365,531
+10%
增持
IEFA
ISHARES TR
+$12.8M
2,046,541
+1%
减持
IVW
ISHARES TR
-$12.5M
1,130,790
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.3M
12,245
+148%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$4.1M
1,973,359
-2%
增持
IEMG
ISHARES INC
+$3.3M
954,185
+3%
增持
IJK
ISHARES TR
-$2.8M
868,457
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
6,285
-37%
增持
IJJ
ISHARES TR
-$2.1M
586,177
+1%
减持
AAPL
APPLE INC
-$2.1M
53,315
-4%
增持
VTV
VANGUARD INDEX FDS
+$2.0M
579,272
+0%
增持
SPSM
SPDR SER TR
-$2.0M
1,119,216
+6%
减持
MSFT
MICROSOFT CORP
-$1.8M
31,452
-3%
减持
QQQ
INVESCO QQQ TR
-$1.6M
3,687
-44%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.5M
27,624
-54%
减持
FNDX
SCHWAB STRATEGIC TR
-$1.4M
75,204
-43%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.3M
15,574
增持
WWD
WOODWARD INC
+$1.2M
48,486
+5%
减持
GOOGL
ALPHABET INC
-$823.4K
21,665
-2%
清仓
SPHY
SPDR SER TR
-$736.4K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$730.8K
13,708
-5%
减持
ORCL
ORACLE CORP
-$652.0K
18,887
-4%
减持
AVGO
BROADCOM INC
-$635.5K
8,132
-6%
减持
IWR
ISHARES TR
-$625.1K
8,719
-44%
减持
VYM
VANGUARD WHITEHALL FDS
-$616.5K
8,085
-38%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$587.1K
140,406
+9%
减持
COWZ
PACER FDS TR
-$515.7K
12,484
-41%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$500.5K
0
-100%
增持
IGM
ISHARES TR
+$471.6K
47,272
+27%
减持
TGT
TARGET CORP
-$443.1K
8,144
-15%
减持
AMZN
AMAZON COM INC
-$423.3K
13,485
-1%
清仓
SHY
ISHARES TR
-$408.5K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
-$373.3K
4,727
-49%
减持
XLU
SELECT SECTOR SPDR TR
-$370.0K
4,632
-52%
增持
IWF
ISHARES TR
-$344.4K
9,685
+1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
+$340.7K
2,448,035
-2%
减持
GOOG
ALPHABET INC
-$334.8K
8,379
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$330.4K
59,583
+12%
增持
NVDA
NVIDIA CORPORATION
-$319.3K
20,673
+8%
减持
BLK
BLACKROCK INC
-$318.4K
2,237
-6%
增持
MAGS
LISTED FD TR
+$311.3K
116,688
+26%
清仓
IWO
ISHARES TR
-$285.2K
0
-100%
减持
ABT
ABBOTT LABS
+$276.5K
16,268
-2%
建仓
BSMU
INVESCO EXCH TRD SLF IDX FD
+$272.6K
12,633
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$270.9K
8,377
+33%
清仓
APD
AIR PRODS & CHEMS INC
-$270.6K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$266.3K
0
-100%
减持
ABBV
ABBVIE INC
+$255.7K
14,297
-7%
清仓
DE
DEERE & CO
-$255.5K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$250.0K
0
-100%
减持
IWM
ISHARES TR
-$248.1K
5,092
-11%
减持
—
ACCENTURE PLC IRELAND
-$243.6K
3,756
-7%
清仓
VGT
VANGUARD WORLD FD
-$229.4K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$228.9K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$222.6K
6,768
-12%
减持
HD
HOME DEPOT INC
-$222.4K
5,613
-4%
增持
VTI
VANGUARD INDEX FDS
-$220.6K
20,313
+1%
减持
CMCSA
COMCAST CORP NEW
-$219.9K
15,420
-27%
清仓
IYR
ISHARES TR
-$213.9K
0
-100%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$212.3K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$202.7K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$200.2K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
+$198.4K
23,743
-0%
减持
DGRO
ISHARES TR
-$194.1K
12,911
-20%
减持
DIS
DISNEY WALT CO
-$186.4K
10,311
-5%
减持
WMT
WALMART INC
-$183.7K
32,092
-3%
减持
LOW
LOWES COS INC
-$183.2K
8,624
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$182.8K
2,080
-17%
减持
DON
WISDOMTREE TR
-$182.7K
52,949
-4%
减持
CVX
CHEVRON CORP NEW
+$180.3K
13,682
-6%
减持
RTX
RTX CORPORATION
+$178.3K
11,967
-2%
减持
—
EXXON MOBIL CORP
+$177.0K
21,924
-3%
增持
CRM
SALESFORCE INC
-$167.4K
2,973
+3%
减持
MRK
MERCK & CO INC
-$162.9K
7,673
-10%
减持
T
AT&T INC
+$162.7K
32,936
-2%
减持
CAT
CATERPILLAR INC
-$161.8K
4,173
-2%
减持
NOW
SERVICENOW INC
-$150.9K
431
-8%
减持
JNJ
JOHNSON & JOHNSON
+$149.8K
16,232
-8%
减持
PEP
PEPSICO INC
-$148.6K
14,654
-5%
减持
BAC
BANK AMERICA CORP
-$148.4K
26,709
-7%
建仓
GAB
GABELLI EQUITY TR INC
+$147.4K
26,748
减持
TXN
TEXAS INSTRS INC
-$142.8K
4,477
-11%
减持
IWN
ISHARES TR
-$142.1K
1,500
-33%
减持
TFC
TRUIST FINL CORP
-$139.8K
13,493
-16%
减持
QCOM
QUALCOMM INC
-$136.9K
5,139
-15%
减持
IJT
ISHARES TR
-$136.1K
6,309
-7%
增持
IJR
ISHARES TR
-$130.1K
14,935
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$120.5K
3,031
-33%
减持
HON
HONEYWELL INTL INC
-$118.8K
5,993
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$112.5K
6,127
-3%
减持
MET
METLIFE INC
-$112.2K
8,296
-13%
减持
PFE
PFIZER INC
-$112.0K
26,264
-10%
减持
CVS
CVS HEALTH CORP
+$110.0K
9,783
-21%
减持
PANW
PALO ALTO NETWORKS INC
-$108.8K
6,481
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$106.4K
13,833
-25%
减持
HCA
HCA HEALTHCARE INC
+$105.2K
2,389
-0%
减持
MCD
MCDONALDS CORP
+$104.8K
12,747
-5%
减持
EMR
EMERSON ELEC CO
-$98.1K
5,665
-2%
减持
EFA
ISHARES TR
+$92.7K
21,671
-2%
减持
HAL
HALLIBURTON CO
-$92.2K
11,882
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$89.3K
3,364
+29%
减持
PG
PROCTER AND GAMBLE CO
-$86.7K
17,002
-4%
减持
NEE
NEXTERA ENERGY INC
-$86.2K
5,030
-19%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$81.7K
6,536
-16%
减持
COP
CONOCOPHILLIPS
-$80.2K
2,172
-30%
减持
ITW
ILLINOIS TOOL WKS INC
-$79.6K
3,741
-6%
减持
VUG
VANGUARD INDEX FDS
-$79.1K
711
-15%
减持
DHR
DANAHER CORPORATION
-$78.3K
2,982
-1%
减持
V
VISA INC
+$77.2K
3,704
-4%
减持
MDLZ
MONDELEZ INTL INC
-$77.0K
3,638
-33%
减持
ADI
ANALOG DEVICES INC
-$75.7K
2,859
-7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$73.6K
905
-24%
增持
AMD
ADVANCED MICRO DEVICES INC
-$73.3K
9,356
+9%
减持
UNP
UNION PAC CORP
-$71.3K
2,176
-15%
减持
KO
COCA COLA CO
+$68.7K
12,021
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$67.1K
730
-10%
增持
IJH
ISHARES TR
+$66.1K
18,769
+14%
减持
IWB
ISHARES TR
-$65.6K
2,313
-4%
减持
IVE
ISHARES TR
-$65.2K
7,348
-4%
减持
AMP
AMERIPRISE FINL INC
-$65.0K
464
-15%
减持
MCK
MCKESSON CORP
+$64.9K
823
-4%
减持
VB
VANGUARD INDEX FDS
-$64.3K
3,330
-0%
减持
—
EATON CORP PLC
-$62.3K
949
-2%
增持
EFG
ISHARES TR
+$61.4K
3,107
+21%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$61.3K
1,036
-4%
减持
PM
PHILIP MORRIS INTL INC
+$60.4K
2,076
-7%
增持
ADBE
ADOBE INC
-$58.7K
1,535
+5%
减持
WM
WASTE MGMT INC DEL
-$55.8K
1,456
-25%
减持
CMI
CUMMINS INC
-$54.3K
641
-12%
减持
ACWX
ISHARES TR
-$53.3K
26,213
-9%
减持
EXC
EXELON CORP
-$52.3K
11,358
-26%
减持
IWV
ISHARES TR
-$50.8K
1,487
-5%
减持
PAYX
PAYCHEX INC
-$49.2K
1,425
-26%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$48.9K
1,156
-17%
减持
META
META PLATFORMS INC
-$47.2K
3,688
-1%
减持
VO
VANGUARD INDEX FDS
-$46.8K
6,193
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$46.2K
22,235
-8%
增持
GD
GENERAL DYNAMICS CORP
+$45.6K
2,584
+3%
减持
AMGN
AMGEN INC
+$45.4K
2,202
-10%
减持
DFUS
DIMENSIONAL ETF TRUST
-$41.6K
9,727
-2%
减持
EOG
EOG RES INC
-$41.1K
3,523
-12%
减持
DSI
ISHARES TR
-$38.7K
4,583
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$36.5K
4,437
-18%
减持
LLY
ELI LILLY & CO
+$33.7K
2,973
-5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$33.5K
4,378
+1%
减持
ISRG
INTUITIVE SURGICAL INC
-$32.1K
419
-9%
