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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 29
减持 95
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$26.0M
362,926
+2%
增持
IVW
ISHARES TR
+$20.3M
1,137,915
+1%
增持
IEFA
ISHARES TR
+$16.4M
2,051,244
+0%
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。
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.2M
2,026,359
+3%
增持
IJK
ISHARES TR
+$7.6M
878,292
+1%
增持
IEMG
ISHARES INC
+$6.2M
960,609
+1%
增持
VTV
VANGUARD INDEX FDS
+$5.6M
597,797
+3%
增持
JAAA
JANUS DETROIT STR TR
+$5.3M
3,467,496
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.6M
2,508,721
+2%
减持
WWD
WOODWARD INC
-$4.1M
19,485
-60%
增持
SPSM
SPDR SERIES TRUST
+$3.9M
1,162,250
+4%
增持
IJJ
ISHARES TR
+$3.9M
599,218
+2%
增持
MBB
ISHARES TR
+$3.2M
1,857,285
+2%
增持
EDV
VANGUARD WORLD FD
+$2.4M
965,210
+10%
减持
MSFT
MICROSOFT CORP
+$2.2M
28,211
-10%
减持
TLT
ISHARES TR
-$2.0M
2,389
-90%
清仓
NOBL
PROSHARES TR
-$1.5M
0
-100%
增持
AAPL
APPLE INC
+$1.4M
64,417
+21%
减持
ORCL
ORACLE CORP
+$1.3M
18,057
-4%
减持
MAGS
LISTED FDS TR
+$1.1M
116,224
-0%
减持
IWF
ISHARES TR
-$1.1M
5,708
-41%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
20,562
-1%
减持
IGM
ISHARES TR
+$1.0M
47,071
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$972.6K
23,171
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$885.5K
11,602
-5%
清仓
PFXF
VANECK ETF TRUST
-$856.5K
0
-100%
减持
LOW
LOWES COS INC
-$805.5K
5,435
-37%
减持
MCD
MCDONALDS CORP
-$776.7K
10,970
-14%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$755.0K
155,244
+11%
减持
VOO
VANGUARD INDEX FDS
+$734.5K
13,695
-0%
减持
AVGO
BROADCOM INC
+$732.8K
7,598
-7%
增持
VTI
VANGUARD INDEX FDS
+$677.2K
20,597
+1%
清仓
BN
BROOKFIELD CORP
-$653.0K
0
-100%
建仓
TSLA
TESLA INC
+$615.9K
1,939
减持
VO
VANGUARD INDEX FDS
-$566.3K
3,700
-40%
减持
JNJ
JOHNSON & JOHNSON
-$565.5K
13,921
-14%
增持
WMT
WALMART INC
+$559.6K
34,536
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$559.6K
6,596
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$522.2K
1,818
-13%
清仓
BSMR
INVESCO EXCH TRD SLF IDX FD
-$475.6K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$405.7K
3,296
+1%
减持
IWM
ISHARES TR
-$389.1K
2,904
-43%
建仓
NFLX
NETFLIX INC
+$383.0K
286
减持
PEP
PEPSICO INC
-$371.4K
13,828
-6%
减持
ABBV
ABBVIE INC
-$362.1K
14,187
-1%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$358.8K
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$353.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$347.4K
16,006
-6%
建仓
VGT
VANGUARD WORLD FD
+$333.6K
503
清仓
AEE
AMEREN CORP
-$324.3K
0
-100%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$321.9K
8,344
-0%
减持
META
META PLATFORMS INC
+$321.2K
3,315
-10%
清仓
CAH
CARDINAL HEALTH INC
-$318.7K
0
-100%
清仓
PFF
ISHARES TR
-$316.1K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$291.6K
10,953
-16%
清仓
BSMS
INVESCO EXCH TRD SLF IDX FD
-$289.9K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$268.7K
6,425
-2%
减持
V
VISA INC
-$267.7K
2,902
-22%
清仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$266.2K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$263.6K
8,632
-8%
建仓
COF
CAPITAL ONE FINL CORP
+$252.1K
1,185
增持
CVX
CHEVRON CORP NEW
-$248.8K
14,247
+4%
建仓
MSBI
MIDLAND STATES BANCORP INC
+$247.2K
14,270
清仓
MDLZ
MONDELEZ INTL INC
-$246.8K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$236.0K
1,915
减持
LLY
ELI LILLY & CO
-$232.2K
2,852
-4%
清仓
COP
CONOCOPHILLIPS
-$228.1K
0
-100%
清仓
IWN
ISHARES TR
-$226.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$226.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$224.5K
3,170
-16%
清仓
PAYX
PAYCHEX INC
-$219.8K
0
-100%
减持
CVS
CVS HEALTH CORP
-$218.6K
6,440
-34%
建仓
IBDT
ISHARES TR
+$206.0K
8,103
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$203.2K
2,887
增持
AXP
AMERICAN EXPRESS CO
+$201.9K
3,839
+1%
建仓
GLW
CORNING INC
+$201.1K
3,823
清仓
CMI
CUMMINS INC
-$200.9K
0
-100%
减持
T
AT&T INC
-$200.7K
25,249
-23%
减持
DIS
DISNEY WALT CO
+$199.6K
9,816
-5%
减持
DON
WISDOMTREE TR
-$198.1K
48,362
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$194.6K
63,364
+6%
减持
TGT
TARGET CORP
-$183.3K
6,757
-17%
减持
GE
GE AEROSPACE
+$163.8K
2,949
-1%
增持
IWR
ISHARES TR
+$163.1K
9,838
+13%
减持
UPS
UNITED PARCEL SERVICE INC
-$154.4K
5,845
-14%
增持
VUG
VANGUARD INDEX FDS
+$153.7K
952
+34%
减持
SHW
SHERWIN WILLIAMS CO
-$153.5K
23,699
-0%
减持
DES
WISDOMTREE TR
-$152.7K
7,247
-40%
减持
FNDX
SCHWAB STRATEGIC TR
-$150.5K
66,222
-12%
减持
EFA
ISHARES TR
+$141.4K
21,396
-1%
减持
CAT
CATERPILLAR INC
+$139.7K
3,905
-6%
增持
—
EXXON MOBIL CORP
-$137.8K
22,909
+4%
减持
PANW
PALO ALTO NETWORKS INC
+$133.6K
6,057
-7%
减持
DGRO
ISHARES TR
-$132.1K
10,409
-19%
减持
GOOG
ALPHABET INC
+$127.8K
8,100
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$123.2K
2,964
-36%
减持
SCHD
SCHWAB STRATEGIC TR
-$121.3K
14,712
-20%
减持
XLB
SELECT SECTOR SPDR TR
-$121.2K
3,248
-31%
减持
—
MEDTRONIC PLC
-$120.8K
4,170
-23%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$120.5K
26,743
-3%
减持
EMR
EMERSON ELEC CO
+$118.2K
5,545
-2%
减持
MRK
MERCK & CO INC
-$115.2K
7,245
-6%
减持
PFE
PFIZER INC
-$112.8K
22,803
-13%
减持
UNP
UNION PAC CORP
-$110.5K
1,754
-19%
减持
VZ
VERIZON COMMUNICATIONS INC
-$107.3K
12,022
-13%
减持
COWZ
PACER FDS TR
-$106.1K
10,482
-16%
减持
ADBE
ADOBE INC
-$100.9K
1,261
-18%
增持
—
EATON CORP PLC
+$97.2K
995
+5%
增持
MCK
MCKESSON CORP
+$96.8K
888
+8%
减持
RTX
RTX CORPORATION
+$94.1K
11,500
-4%
减持
CMCSA
COMCAST CORP NEW
-$94.1K
13,307
-14%
减持
VYM
VANGUARD WHITEHALL FDS
-$89.1K
7,153
-12%
减持
NOW
SERVICENOW INC
+$85.6K
417
-3%
减持
HON
HONEYWELL INTL INC
+$84.2K
5,811
-3%
减持
IJH
ISHARES TR
-$84.1K
16,302
-13%
减持
CSCO
CISCO SYS INC
+$83.1K
24,879
-7%
减持
DHR
DANAHER CORPORATION
-$80.7K
2,686
-10%
减持
ACWX
ISHARES TR
+$79.6K
25,158
-4%
减持
HAL
HALLIBURTON CO
-$77.9K
10,971
-8%
减持
SO
SOUTHERN CO
-$77.7K
6,748
-11%
减持
TXN
TEXAS INSTRS INC
+$76.2K
4,242
-5%
减持
HCA
HCA HEALTHCARE INC
+$74.8K
2,350
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$73.5K
21,159
-5%
减持
IVE
ISHARES TR
-$72.7K
6,794
-8%
减持
HD
HOME DEPOT INC
-$71.4K
5,416
-4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$69.0K
15,674
+1%
减持
IWB
ISHARES TR
+$68.8K
2,292
-1%
减持
CRM
SALESFORCE INC
-$60.8K
2,703
-9%
减持
DFUS
DIMENSIONAL ETF TRUST
+$60.2K
9,676
-1%
减持
EOG
EOG RES INC
-$59.6K
3,279
-7%
减持
MET
METLIFE INC
-$59.6K
7,542
-9%
减持
COST
COSTCO WHSL CORP NEW
-$58.1K
2,346
-7%
减持
AMZN
AMAZON COM INC
+$57.6K
11,957
-11%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$53.6K
881
-15%
增持
AMGN
AMGEN INC
+$50.8K
2,639
+20%
减持
GOOGL
ALPHABET INC
+$49.0K
19,289
-11%
减持
KO
COCA COLA CO
-$46.2K
11,516
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$45.2K
6,007
-2%
减持
MA
MASTERCARD INCORPORATED
-$43.5K
1,455
-7%
减持
ITW
ILLINOIS TOOL WKS INC
-$43.1K
3,578
-4%
减持
QQQ
INVESCO QQQ TR
-$42.5K
3,057
-17%
减持
TFC
TRUIST FINL CORP
-$40.4K
11,975
-11%
减持
CL
COLGATE PALMOLIVE CO
-$40.2K
7,113
-3%
减持
ADI
ANALOG DEVICES INC
+$35.6K
2,572
-10%
减持
VB
VANGUARD INDEX FDS
+$32.9K
3,255
-2%
减持
GD
GENERAL DYNAMICS CORP
-$31.8K
2,306
-11%
减持
ABT
ABBOTT LABS
-$28.8K
15,654
-4%
减持
NEE
NEXTERA ENERGY INC
-$24.5K
4,784
-5%
减持
IJR
ISHARES TR
-$24.0K
14,070
-6%
减持
—
CHUBB LIMITED
-$22.5K
799
-5%
