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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 20
减持 110
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$30.0M
502,104
+7%
建仓
NUE
NUCOR CORP
+$17.8M
109,141
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$11.1M
341,438
-35%
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
MGNR
AMERICAN BEACON SELECT FUNDS
+$10.8M
1,292,832
+13%
增持
MBB
ISHARES TR
+$10.7M
2,764,705
+4%
增持
IEFA
ISHARES TR
+$9.0M
2,094,791
+3%
增持
IJH
ISHARES TR
+$8.0M
705,559
+19%
增持
KOMP
SPDR SERIES TRUST
+$5.8M
1,149,359
+14%
减持
IVW
ISHARES TR
-$4.4M
630,178
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.1M
3,358
-71%
减持
IJK
ISHARES TR
-$3.6M
447,554
-9%
减持
IJJ
ISHARES TR
-$3.1M
307,707
-8%
减持
VTV
VANGUARD INDEX FDS
-$2.8M
358,385
-6%
增持
IEMG
ISHARES INC
+$2.5M
927,837
+2%
建仓
AMZN
AMAZON COM INC
+$2.1M
9,209
减持
MSFT
MICROSOFT CORP
-$1.7M
25,840
-6%
减持
ORCL
ORACLE CORP
-$1.6M
14,400
-9%
增持
JAAA
JANUS DETROIT STR TR
+$1.6M
3,410,388
+1%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$1.3M
0
-100%
增持
SPSM
SPDR SERIES TRUST
+$1.1M
980,587
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$1.1M
21,924
-7%
清仓
—
ALLETE INC
-$935.1K
0
-100%
减持
AAPL
APPLE INC
-$899.4K
55,576
-12%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$704.1K
202,870
+7%
清仓
HSY
HERSHEY CO
-$673.4K
0
-100%
减持
HD
HOME DEPOT INC
-$605.7K
4,742
-14%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$529.3K
93,965
+13%
建仓
—
ACCENTURE PLC IRELAND
+$485.1K
1,808
减持
COST
COSTCO WHSL CORP NEW
-$469.4K
1,727
-18%
减持
ABBV
ABBVIE INC
-$455.8K
13,404
-12%
增持
EDV
VANGUARD WORLD FD
-$455.0K
1,411,912
+5%
减持
AXP
AMERICAN EXPRESS CO
-$398.5K
2,112
-41%
减持
AVGO
BROADCOM INC
-$393.9K
4,242
-25%
减持
META
META PLATFORMS INC
-$383.3K
2,609
-9%
清仓
TGT
TARGET CORP
-$373.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$361.9K
12,529
-11%
减持
BLK
BLACKROCK INC
-$356.6K
1,634
-10%
减持
JPM
JPMORGAN CHASE & CO.
-$355.4K
20,221
-7%
清仓
DUK
DUKE ENERGY CORP NEW
-$333.1K
0
-100%
减持
LOW
LOWES COS INC
-$325.7K
3,612
-24%
减持
WWD
WOODWARD INC
+$325.3K
15,970
-10%
减持
NVDA
NVIDIA CORPORATION
-$322.9K
17,811
-9%
减持
HON
HONEYWELL INTL INC
-$313.4K
3,807
-24%
减持
—
EXXON MOBIL CORP
-$307.9K
39,299
-12%
清仓
EOG
EOG RES INC
-$301.0K
0
-100%
减持
ABT
ABBOTT LABS
-$293.2K
14,124
-8%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$285.1K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$277.9K
3,972
-20%
清仓
CMCSA
COMCAST CORP NEW
-$267.5K
0
-100%
减持
MCD
MCDONALDS CORP
-$263.9K
9,176
-9%
清仓
NOW
SERVICENOW INC
-$257.7K
0
-100%
清仓
HAL
HALLIBURTON CO
-$246.4K
0
-100%
建仓
IBDU
ISHARES TR
+$236.1K
10,086
减持
UNH
UNITEDHEALTH GROUP INC
-$234.1K
1,434
-30%
建仓
ISRG
INTUITIVE SURGICAL INC
+$233.3K
412
减持
DIS
DISNEY WALT CO
-$228.1K
6,750
-22%
减持
QCOM
QUALCOMM INC
-$227.3K
3,067
-32%
清仓
—
EATON CORP PLC
-$226.8K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$224.8K
388
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$223.2K
4,027
-22%
建仓
AMAT
APPLIED MATLS INC
+$222.6K
866
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$221.7K
0
-100%
增持
MSBI
MIDLAND STATES BANCORP INC
+$208.1K
21,384
+50%
减持
LLY
ELI LILLY & CO
+$205.7K
1,759
-20%
建仓
COP
CONOCOPHILLIPS
+$201.4K
2,151
减持
BAC
BANK AMERICA CORP
-$198.4K
14,939
-24%
减持
VGT
VANGUARD WORLD FD
-$194.8K
428
-38%
减持
PEP
PEPSICO INC
-$194.0K
10,049
-14%
减持
TJX
TJX COS INC NEW
-$193.5K
9,706
-17%
减持
CVX
CHEVRON CORP NEW
-$185.0K
12,358
-7%
减持
T
AT&T INC
-$173.8K
20,402
-15%
减持
GD
GENERAL DYNAMICS CORP
-$173.7K
1,294
-28%
减持
TFC
TRUIST FINL CORP
-$173.2K
4,851
-46%
减持
CRM
SALESFORCE INC
-$166.7K
1,133
-42%
减持
CVS
CVS HEALTH CORP
-$164.6K
3,307
-42%
减持
HCA
HCA HEALTHCARE INC
-$162.6K
1,567
-25%
减持
IWF
ISHARES TR
-$161.4K
4,352
-8%
减持
ADI
ANALOG DEVICES INC
-$157.2K
1,378
-36%
减持
GOOGL
ALPHABET INC
+$153.4K
13,445
-19%
减持
SO
SOUTHERN CO
-$150.4K
4,875
-20%
减持
IGM
ISHARES TR
+$143.4K
52,963
-0%
减持
V
VISA INC
-$136.8K
2,425
-16%
减持
TXN
TEXAS INSTRS INC
-$135.6K
3,521
-13%
减持
GE
GE AEROSPACE
-$132.8K
2,449
-17%
减持
MET
METLIFE INC
-$128.9K
5,625
-19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$125.5K
7,025
+1%
增持
IBDV
ISHARES TR
+$124.1K
15,359
+58%
减持
ADBE
ADOBE INC
-$123.1K
779
-31%
减持
SCHD
SCHWAB STRATEGIC TR
-$122.4K
12,094
-27%
减持
VTI
VANGUARD INDEX FDS
+$119.3K
20,309
-0%
增持
TSLA
TESLA INC
+$95.2K
2,138
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$93.7K
7,173
-18%
减持
CAT
CATERPILLAR INC
+$93.7K
3,222
-12%
减持
DLN
WISDOMTREE TR
-$89.2K
5,912
-16%
减持
VO
VANGUARD INDEX FDS
-$88.5K
3,282
-7%
减持
DON
WISDOMTREE TR
-$85.7K
38,322
-3%
减持
PFE
PFIZER INC
-$81.5K
15,314
-16%
减持
JNJ
JOHNSON & JOHNSON
-$77.1K
10,808
-13%
减持
CSCO
CISCO SYS INC
-$76.3K
19,177
-16%
减持
VOO
VANGUARD INDEX FDS
-$75.7K
13,263
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$70.7K
19,804
-7%
减持
GEV
GE VERNOVA INC
-$69.0K
601
-20%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$68.3K
27,028
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$64.5K
66,761
+0%
减持
UNP
UNION PAC CORP
-$64.2K
1,015
-20%
减持
EMR
EMERSON ELEC CO
-$64.0K
4,850
-10%
减持
AMD
ADVANCED MICRO DEVICES INC
+$63.0K
5,531
-20%
减持
GBCI
GLACIER BANCORP INC NEW
-$57.4K
7,148
-7%
减持
MRK
MERCK & CO INC
+$56.8K
5,288
-11%
减持
RTX
RTX CORPORATION
-$56.2K
9,052
-12%
减持
—
LINDE PLC
-$52.2K
770
-4%
减持
MA
MASTERCARD INCORPORATED
-$49.0K
1,352
-6%
减持
AMGN
AMGEN INC
+$48.2K
1,894
-7%
减持
GOOG
ALPHABET INC
+$48.1K
6,485
-21%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
+$47.6K
1,430,636
-0%
减持
CEG
CONSTELLATION ENERGY CORP
+$47.4K
3,088
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$46.7K
3,913
-25%
减持
VUG
VANGUARD INDEX FDS
-$41.2K
818
-11%
减持
DFAT
DIMENSIONAL ETF TRUST
-$40.7K
4,753
-15%
减持
MAGS
LISTED FDS TR
+$39.7K
139,183
-1%
减持
DHR
DANAHER CORPORATION
-$38.4K
1,980
-20%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$37.6K
9,405
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$35.5K
681
-7%
减持
EXC
EXELON CORP
-$34.9K
10,927
-4%
增持
NFLX
NETFLIX INC
-$33.6K
3,324
+1054%
减持
MCK
MCKESSON CORP
-$32.7K
772
-10%
减持
—
MEDTRONIC PLC
-$31.9K
2,682
-12%
减持
WMT
WALMART INC
-$27.4K
29,229
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$25.0K
6,451
-3%
减持
KO
COCA COLA CO
-$21.5K
10,285
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$18.0K
1,426
-7%
减持
CL
COLGATE PALMOLIVE CO
-$16.6K
6,905
-2%
减持
COWZ
PACER FDS TR
+$16.3K
10,045
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$15.2K
6,726
-20%
增持
XLK
SELECT SECTOR SPDR TR
-$14.7K
6,484
+93%
减持
IJR
ISHARES TR
-$14.5K
13,348
-2%
减持
DFUS
DIMENSIONAL ETF TRUST
+$14.4K
9,665
-0%
减持
IJT
ISHARES TR
-$11.3K
4,796
-1%
减持
IWM
ISHARES TR
-$10.3K
2,213
-4%
减持
WM
WASTE MGMT INC DEL
-$10.1K
1,293
-3%
减持
VB
VANGUARD INDEX FDS
-$9.8K
3,156
-3%
减持
CSX
CSX CORP
-$9.5K
8,718
-5%
减持
OKE
ONEOK INC NEW
-$8.2K
2,905
-4%
减持
MMM
3M CO
+$7.7K
2,099
-1%
减持
—
CHUBB LIMITED
+$7.7K
711
-6%
减持
NEE
NEXTERA ENERGY INC
+$6.2K
3,792
-4%
减持
IVE
ISHARES TR
+$4.7K
6,260
-2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$4.3K
844
-0%
减持
QQQ
INVESCO QQQ TR
+$4.2K
2,974
-2%
减持
PM
PHILIP MORRIS INTL INC
-$3.5K
1,656
-0%
