小隐寺数据中心API 小隐寺主站

Midwestern Financial, LLC /IA 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Midwestern Financial, LLC /IA

报告期 2026-03-31 · CIK 0002083276

持仓数

54

前50大市值合计

$126.1M

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 53 项建仓 1增持 34减持 17清仓 1

方向

标的

Δ市值

现股数(环比)

增持

SPY SPDR S&P 500 ETF TR

+$2.2M

15,289 +19%

增持

ACWX ISHARES TR

+$1.4M

92,992 +22%

增持

FLV AMERICAN CENTY ETF TR

+$1.1M

110,506 +9%

增持

SCHA SCHWAB STRATEGIC TR

+$898.8K

72,584 +63%

增持

VO VANGUARD INDEX FDS

+$803.5K

6,641 +62%

增持

AVEM AMERICAN CENTY ETF TR

+$780.1K

75,014 +6%

增持

AVDE AMERICAN CENTY ETF TR

+$750.6K

72,348 +8%

减持

SCHB SCHWAB STRATEGIC TR

-$597.5K

208,456 -17%

增持

AGG ISHARES TR

+$531.1K

80,197 +6%

增持

VTI VANGUARD INDEX FDS

+$506.5K

15,758 +3%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$402.4K

73,358 +12%

减持

QUAL ISHARES TR

-$395.4K

8,480 -24%

增持

QQQ INVESCO QQQ TR

+$321.0K

4,563 +4%

增持

VTIP VANGUARD MALVERN FDS

+$297.8K

13,849 +73%

建仓

CLS CELESTICA INC

+$221.7K

900

清仓

VSS VANGUARD INTL EQUITY INDEX F

-$206.7K

0 -100%

减持

VEA VANGUARD TAX-MANAGED FDS

-$204.0K

52,742 -11%

增持

ROP ROPER TECHNOLOGIES INC

-$157.6K

2,342 +0%

增持

IAGG ISHARES TR

+$120.4K

49,014 +5%

增持

VTEB VANGUARD MUN BD FDS

+$114.5K

38,430 +4%

减持

LQD ISHARES TR

-$112.5K

5,411 -17%

减持

VBR VANGUARD INDEX FDS

+$109.9K

15,301 -3%

增持

VGT VANGUARD WORLD FD

+$103.8K

1,234 +0%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$103.7K

26,858 -15%

增持

SHYD VANECK ETF TRUST

+$99.8K

54,559 +7%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$94.4K

7,876 +0%

减持

VT VANGUARD INTL EQUITY INDEX F

+$93.3K

20,408 -4%

增持

GOOGL ALPHABET INC

+$82.5K

1,231 +0%

减持

— TE CONNECTIVITY PLC

+$75.3K

2,124 -8%

增持

SBUX STARBUCKS CORP

-$74.7K

11,671 +1%

减持

VTV VANGUARD INDEX FDS

-$61.3K

31,914 -6%

减持

AAPL APPLE INC

+$56.4K

3,994 -15%

增持

XLI SELECT SECTOR SPDR TR

+$47.0K

6,421 +0%

减持

ACWI ISHARES TR

-$35.3K

3,919 -13%

增持

XLB SELECT SECTOR SPDR TR

+$34.5K

4,203 +8%

增持

VB VANGUARD INDEX FDS

+$32.8K

1,812 +0%

减持

TAXF AMERICAN CENTY ETF TR

+$28.7K

25,075 -0%

增持

MUB ISHARES TR

+$28.5K

10,033 +1%

增持

BND VANGUARD BD INDEX FDS

+$28.5K

4,575 +8%

减持

META META PLATFORMS INC

-$25.9K

3,253 -1%

增持

MSFT MICROSOFT CORP

+$25.3K

1,183 +0%

增持

HDV ISHARES TR

+$18.5K

2,985 +1%

增持

COST COSTCO WHSL CORP NEW

-$14.1K

224 +0%

增持

BBCB J P MORGAN EXCHANGE TRADED F

+$13.9K

13,589 +1%

增持

SPMD SPDR SERIES TRUST

+$13.7K

4,589 +0%

增持

SUB ISHARES TR

+$13.0K

18,664 +0%

减持

AMZN AMAZON COM INC

-$12.7K

2,766 -2%

增持

BBHY J P MORGAN EXCHANGE TRADED F

+$10.4K

10,555 +1%

减持

WMT WALMART INC

+$8.9K

4,299 -3%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$7.6K

2,854 -3%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$5.1K

43,730 -0%

增持

VTES VANGUARD WELLINGTON FD

+$5.0K

2,946 +1%

增持

JMST J P MORGAN EXCHANGE TRADED F

+$4.7K

9,949 +1%

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。