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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 10
增持 31
减持 96
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$118.5M
526,079
-79%
增持
IVV
ISHARES TR
+$88.6M
469,011
+29%
增持
MBB
ISHARES TR
+$78.2M
2,654,483
+43%
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。
建仓
KOMP
SPDR SERIES TRUST
+$62.8M
1,009,251
建仓
MGNR
AMERICAN BEACON SELECT FUNDS
+$46.2M
1,142,982
减持
IVW
ISHARES TR
-$43.2M
680,238
-40%
增持
IJH
ISHARES TR
+$37.6M
590,901
+3525%
减持
VTV
VANGUARD INDEX FDS
-$34.4M
382,277
-36%
减持
IJK
ISHARES TR
-$33.0M
489,566
-44%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$31.3M
1,436,020
-29%
减持
IJJ
ISHARES TR
-$30.5M
335,729
-44%
增持
EDV
VANGUARD WORLD FD
+$27.3M
1,347,603
+40%
减持
IEFA
ISHARES TR
+$7.2M
2,043,505
-0%
减持
JAAA
JANUS DETROIT STR TR
-$5.1M
3,364,617
-3%
减持
SPSM
SPDR SERIES TRUST
-$4.7M
967,737
-17%
减持
AAPL
APPLE INC
+$2.8M
62,869
-2%
增持
MAGS
LISTED FDS TR
+$2.7M
140,931
+21%
清仓
AMZN
AMAZON COM INC
-$2.6M
0
-100%
增持
—
EXXON MOBIL CORP
+$2.6M
44,675
+95%
减持
IEMG
ISHARES INC
+$2.2M
907,741
-6%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$1.7M
189,103
+22%
建仓
WEC
WEC ENERGY GROUP INC
+$1.5M
13,434
增持
IGM
ISHARES TR
+$1.4M
53,174
+13%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.0M
83,273
+31%
清仓
—
ACCENTURE PLC IRELAND
-$947.5K
0
-100%
建仓
—
ALLETE INC
+$935.1K
14,083
增持
ABBV
ABBVIE INC
+$885.1K
15,196
+7%
清仓
BMO
BANK MONTREAL QUE
-$685.9K
0
-100%
清仓
DGRO
ISHARES TR
-$665.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$655.6K
16,680
-14%
增持
VOO
VANGUARD INDEX FDS
+$614.1K
13,706
+0%
增持
GOOG
ALPHABET INC
+$550.0K
8,158
+1%
减持
LLY
ELI LILLY & CO
-$538.5K
2,208
-23%
建仓
GVI
ISHARES TR
+$536.1K
4,990
减持
ORCL
ORACLE CORP
+$505.6K
15,835
-12%
减持
VTI
VANGUARD INDEX FDS
+$429.7K
20,385
-1%
减持
NVDA
NVIDIA CORPORATION
+$396.1K
19,534
-5%
增持
VYM
VANGUARD WHITEHALL FDS
+$395.9K
9,574
+34%
减持
PG
PROCTER AND GAMBLE CO
-$392.7K
14,041
-12%
清仓
CTAS
CINTAS CORP
-$385.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$363.8K
2,116
-10%
减持
DON
WISDOMTREE TR
-$360.8K
39,447
-18%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$351.7K
9,266
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$348.8K
6,641
+1%
减持
META
META PLATFORMS INC
-$341.3K
2,867
-14%
减持
HON
HONEYWELL INTL INC
-$297.2K
5,017
-14%
减持
TGT
TARGET CORP
-$293.0K
4,165
-38%
清仓
XLB
SELECT SECTOR SPDR TR
-$285.2K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$285.1K
2,366
减持
WWD
WOODWARD INC
-$272.8K
17,818
-9%
减持
CRM
SALESFORCE INC
-$270.2K
1,970
-27%
建仓
PAVE
GLOBAL X FDS
+$264.9K
5,562
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$262.1K
0
-100%
增持
HD
HOME DEPOT INC
+$251.7K
5,522
+2%
增持
TSLA
TESLA INC
+$250.4K
1,948
+0%
清仓
XLU
SELECT SECTOR SPDR TR
-$242.0K
0
-100%
减持
CAT
CATERPILLAR INC
+$236.1K
3,672
-6%
清仓
DTD
WISDOMTREE TR
-$233.4K
0
-100%
减持
AVGO
BROADCOM INC
-$232.4K
5,644
-26%
减持
PANW
PALO ALTO NETWORKS INC
-$230.0K
4,958
-18%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$226.7K
5,196
-14%
建仓
OKE
ONEOK INC NEW
+$221.8K
3,039
减持
DIS
DISNEY WALT CO
-$221.2K
8,699
-11%
清仓
AMP
AMERIPRISE FINL INC
-$220.4K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$217.4K
0
-100%
建仓
IBDV
ISHARES TR
+$214.9K
9,702
清仓
TLT
ISHARES TR
-$210.8K
0
-100%
建仓
IBDS
ISHARES TR
+$210.5K
8,648
减持
CMCSA
COMCAST CORP NEW
-$207.4K
8,515
-36%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$203.2K
0
-100%
减持
IWF
ISHARES TR
-$202.3K
4,742
-17%
减持
MSFT
MICROSOFT CORP
+$195.1K
27,469
-3%
减持
IWB
ISHARES TR
-$190.6K
1,608
-30%
减持
PEP
PEPSICO INC
-$189.6K
11,651
-16%
减持
JNJ
JOHNSON & JOHNSON
+$187.4K
12,479
-10%
增持
VGT
VANGUARD WORLD FD
+$183.8K
693
+38%
减持
CSCO
CISCO SYS INC
-$172.6K
22,706
-9%
减持
NOW
SERVICENOW INC
-$171.0K
280
-33%
减持
AMGN
AMGEN INC
-$165.1K
2,026
-23%
减持
UPS
UNITED PARCEL SERVICE INC
-$155.1K
5,206
-11%
减持
JPM
JPMORGAN CHASE & CO.
+$153.5K
21,783
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$140.4K
2,049
+13%
减持
MCD
MCDONALDS CORP
-$136.7K
10,097
-8%
减持
QQQ
INVESCO QQQ TR
+$136.4K
3,036
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$134.3K
8,780
-27%
减持
TXN
TEXAS INSTRS INC
-$134.2K
4,063
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$129.0K
8,381
-23%
减持
—
EATON CORP PLC
-$128.4K
606
-39%
增持
FNDX
SCHWAB STRATEGIC TR
+$127.0K
66,619
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.4K
11,426
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$105.2K
21,402
+1%
减持
UNP
UNION PAC CORP
-$104.6K
1,265
-28%
减持
AMD
ADVANCED MICRO DEVICES INC
-$103.4K
6,932
-20%
减持
TFC
TRUIST FINL CORP
-$102.9K
9,010
-25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$95.6K
27,039
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$94.9K
1,536
+33%
增持
FAST
FASTENAL CO
+$94.3K
7,963
+13%
减持
WMT
WALMART INC
-$93.1K
31,863
-8%
减持
BAC
BANK AMERICA CORP
-$92.7K
19,773
-16%
减持
ADBE
ADOBE INC
-$92.1K
1,122
-11%
减持
EOG
EOG RES INC
-$91.2K
2,685
-18%
减持
IJT
ISHARES TR
-$91.0K
4,864
-17%
减持
PFE
PFIZER INC
-$89.9K
18,164
-20%
减持
ITW
ILLINOIS TOOL WKS INC
-$88.6K
3,053
-15%
减持
CL
COLGATE PALMOLIVE CO
-$84.4K
7,033
-1%
减持
ADI
ANALOG DEVICES INC
-$81.2K
2,161
-16%
减持
IJR
ISHARES TR
+$81.0K
13,622
-3%
减持
PM
PHILIP MORRIS INTL INC
-$74.8K
1,659
-12%
减持
KO
COCA COLA CO
-$74.2K
11,166
-3%
减持
—
MEDTRONIC PLC
-$74.0K
3,040
-27%
减持
MRK
MERCK & CO INC
-$73.7K
5,955
-18%
减持
DSI
ISHARES TR
-$72.4K
3,089
-22%
减持
IWM
ISHARES TR
-$71.6K
2,294
-21%
增持
GEV
GE VERNOVA INC
+$69.2K
751
+1%
减持
EFG
ISHARES TR
-$67.4K
2,280
-22%
减持
ABT
ABBOTT LABS
-$66.3K
15,401
-2%
减持
MU
MICRON TECHNOLOGY INC
+$65.2K
1,800
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$64.3K
16,635
+13%
减持
ACWX
ISHARES TR
+$63.6K
24,561
-2%
减持
GD
GENERAL DYNAMICS CORP
-$63.2K
1,787
-23%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.4K
6,939
+8%
增持
DFUS
DIMENSIONAL ETF TRUST
+$54.0K
9,697
+0%
减持
VB
VANGUARD INDEX FDS
+$52.5K
3,240
-0%
减持
EFA
ISHARES TR
+$51.5K
21,035
-2%
减持
T
AT&T INC
-$50.1K
24,101
-5%
减持
QCOM
QUALCOMM INC
-$46.4K
4,520
-10%
减持
AXP
AMERICAN EXPRESS CO
-$44.7K
3,552
-7%
减持
SO
SOUTHERN CO
-$44.1K
6,073
-10%
减持
V
VISA INC
-$43.1K
2,892
-0%
减持
DHR
DANAHER CORPORATION
-$38.9K
2,480
-8%
增持
NFLX
NETFLIX INC
-$37.7K
288
+1%
减持
RTX
RTX CORPORATION
+$37.1K
10,257
-11%
减持
NEE
NEXTERA ENERGY INC
-$33.8K
3,951
-17%
减持
MET
METLIFE INC
-$33.6K
6,956
-8%
减持
EMR
EMERSON ELEC CO
-$31.6K
5,395
-3%
增持
IBDT
ISHARES TR
+$29.9K
9,244
+14%
减持
CVX
CHEVRON CORP NEW
+$28.4K
13,320
-7%
减持
DFUV
DIMENSIONAL ETF TRUST
+$27.5K
13,843
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$26.1K
23,576
-1%
减持
IWR
ISHARES TR
+$25.1K
9,631
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$25.1K
5,560
+0%
减持
DUK
DUKE ENERGY CORP NEW
-$24.5K
2,692
-11%
减持
VUG
VANGUARD INDEX FDS
+$22.9K
918
-4%
减持
HAL
HALLIBURTON CO
+$22.9K
10,018
-9%
减持
WM
WASTE MGMT INC DEL
-$21.6K
1,332
-3%
减持
DLN
WISDOMTREE TR
-$21.2K
7,008
-9%
减持
CEG
CONSTELLATION ENERGY CORP
-$20.3K
3,171
-4%
减持
TJX
TJX COS INC NEW
-$18.2K
11,654
-15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.3K
4,092
-1%
减持
—
CHUBB LIMITED
-$17.3K
759
-5%
