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Midwest Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Midwest Trust Co

报告期 2026-03-31 · CIK 0002077080

持仓数

593

前50大市值合计

$5.06B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$367.6M

1,448,417

7.3%

NVDA NVIDIA CORPORATION

COM

$306.2M

1,756,012

6.0%

VO VANGUARD INDEX FDS

EETF

$295.1M

1,027,699

5.8%

MSFT MICROSOFT CORP

COM

$288.5M

779,476

5.7%

GOOGL ALPHABET INC

COM

$204.8M

712,225

4.0%

AMZN AMAZON COM INC

COM

$194.3M

932,752

3.8%

AVGO BROADCOM INC

COM

$165.5M

534,724

3.3%

GVI ISHARES TR

FETF

$134.6M

1,261,782

2.7%

JPM JPMORGAN CHASE & CO

COM

$131.9M

448,341

2.6%

— EXXON MOBIL CORP

COM

$120.6M

710,969

2.4%

CAT CATERPILLAR INC

COM

$110.4M

155,806

2.2%

GOOG ALPHABET INC

COM

$110.3M

384,549

2.2%

ABBV ABBVIE INC

COM

$105.5M

485,280

2.1%

VEA VANGUARD TAX-MANAGED FDS

IETF

$104.4M

1,629,166

2.1%

WMT WALMART INC

COM

$101.8M

819,110

2.0%

DFAS DIMENSIONAL ETF TRUST

EETF

$97.9M

1,376,605

1.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

COM

$93.7M

195,431

1.8%

MRK MERCK & CO INC

COM

$89.9M

747,618

1.8%

RTX RTX CORPORATION

COM

$88.5M

458,723

1.7%

CSCO CISCO SYS INC

COM

$82.3M

1,061,238

1.6%

VOO VANGUARD INDEX FDS

EETF

$81.6M

136,630

1.6%

SPY STATE STR SPDR S&P 500 ETF T

EETF

$81.6M

125,444

1.6%

COST COSTCO WHOLESALE CORPORATION

COM

$81.4M

81,663

1.6%

META META PLATFORMS INC

COM

$79.8M

139,423

1.6%

V VISA INC

COM

$77.4M

256,177

1.5%

— EATON CORP PLC

COM

$74.5M

208,285

1.5%

MCD MCDONALDS CORP

COM

$70.7M

227,570

1.4%

UNP UNION PAC CORP

COM

$69.7M

287,224

1.4%

TSLA TESLA INC

COM

$69.6M

187,319

1.4%

PG PROCTER & GAMBLE CO

COM

$69.4M

480,292

1.4%

IEFA ISHARES TR

IETF

$67.7M

747,893

1.3%

WMB WILLIAMS COS INC

COM

$67.1M

921,399

1.3%

IVV ISHARES TR

EETF

$66.1M

101,256

1.3%

— CHUBB LTD SWITZ

COM

$64.2M

196,861

1.3%

AVEM AMERICAN CENTY ETF TR

IETF

$61.9M

767,587

1.2%

CVX CHEVRON CORPORATION

COM

$61.6M

297,670

1.2%

HD HOME DEPOT INC

COM

$60.9M

185,077

1.2%

LLY ELI LILLY & CO

COM

$59.9M

65,139

1.2%

PEP PEPSICO INC

COM

$59.5M

382,857

1.2%

COP CONOCOPHILLIPS

COM

$56.1M

424,672

1.1%

AMP AMERIPRISE FINL INC

COM

$55.4M

124,637

1.1%

PNC PNC FINL SVCS GROUP INC

COM

$55.3M

265,803

1.1%

SCHG SCHWAB STRATEGIC TR

EETF

$52.3M

1,796,078

1.0%

NOC NORTHROP GRUMMAN CORP

COM

$51.9M

76,035

1.0%

IWF ISHARES TR

EETF

$51.3M

120,362

1.0%

HON HONEYWELL INTL INC

COM

$48.3M

213,807

1.0%

PM PHILIP MORRIS INTL INC

COM

$45.7M

276,193

0.9%

SCHO SCHWAB STRATEGIC TR

FETF

$44.8M

1,846,314

0.9%

TMO THERMO FISHER SCIENTIFIC INC

COM

$44.3M

90,151

0.9%

JNJ JOHNSON & JOHNSON

COM

$40.8M

166,891

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

33%前 6 大占比

AAPL7.3%NVDA6.0%VO5.8%MSFT5.7%GOOGL4.0%AMZN3.8%