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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 52 项增持 34减持 16清仓 2

方向

标的

Δ市值

现股数(环比)

增持

SPY SPDR S&P 500 ETF TR

+$1.3M

16,824 +10%

增持

ACWX ISHARES TR

+$784.9K

101,748 +9%

减持

VTI VANGUARD INDEX FDS

-$773.0K

13,118 -17%

增持

SHYD VANECK ETF TRUST

+$496.2K

76,195 +40%

减持

SCHB SCHWAB STRATEGIC TR

-$480.9K

185,988 -11%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$431.7K

82,095 +12%

减持

ROP ROPER TECHNOLOGIES INC

-$396.6K

1,733 -26%

增持

AVEM AMERICAN CENTY ETF TR

+$390.6K

78,224 +4%

增持

SCHA SCHWAB STRATEGIC TR

+$359.1K

83,713 +15%

增持

AVDE AMERICAN CENTY ETF TR

+$355.0K

73,654 +2%

增持

VO VANGUARD INDEX FDS

+$340.9K

7,895 +19%

增持

VTEB VANGUARD MUN BD FDS

+$324.8K

44,720 +16%

增持

VEA VANGUARD TAX-MANAGED FDS

+$321.0K

55,729 +6%

增持

FLV AMERICAN CENTY ETF TR

+$318.2K

111,760 +1%

增持

AGG ISHARES TR

+$302.5K

83,522 +4%

增持

QUAL ISHARES TR

+$284.5K

9,737 +15%

增持

META META PLATFORMS INC

-$226.1K

3,277 +1%

增持

AAPL APPLE INC

+$225.4K

4,570 +14%

清仓

CLS CELESTICA INC

-$221.7K

0 -100%

清仓

COST COSTCO WHSL CORP NEW

-$206.9K

0 -100%

增持

IAGG ISHARES TR

+$198.3K

54,175 +11%

增持

VTIP VANGUARD MALVERN FDS

+$172.0K

17,653 +27%

增持

VBR VANGUARD INDEX FDS

+$165.2K

15,858 +4%

减持

HDV ISHARES TR

-$138.0K

1,871 -37%

增持

VT VANGUARD INTL EQUITY INDEX F

+$109.6K

20,713 +1%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$90.8K

42,273 -3%

减持

SBUX STARBUCKS CORP

-$82.3K

10,748 -8%

减持

ACWI ISHARES TR

-$78.5K

3,275 -16%

增持

LQD ISHARES TR

+$60.3K

6,020 +11%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$58.2K

28,151 +5%

减持

VTV VANGUARD INDEX FDS

+$57.9K

31,466 -1%

增持

WMT WALMART INC

+$52.8K

4,450 +4%

减持

SUB ISHARES TR

-$49.2K

18,218 -2%

减持

QQQ INVESCO QQQ TR

-$46.2K

4,385 -4%

增持

AMZN AMAZON COM INC

+$45.0K

2,826 +2%

减持

BBCB J P MORGAN EXCHANGE TRADED F

-$44.0K

12,761 -6%

增持

MSFT MICROSOFT CORP

-$39.5K

1,185 +0%

增持

— TE CONNECTIVITY PLC

+$32.6K

2,193 +3%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$27.4K

9,431 -5%

增持

XLB SELECT SECTOR SPDR TR

-$19.8K

7,870 +87%

减持

BND VANGUARD BD INDEX FDS

-$19.4K

4,332 -5%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$17.3K

2,889 +1%

减持

VIG VANGUARD SPECIALIZED FUNDS

+$13.5K

7,794 -1%

增持

TAXF AMERICAN CENTY ETF TR

+$10.2K

25,203 +1%

增持

VB VANGUARD INDEX FDS

+$9.8K

1,824 +1%

增持

XLI SELECT SECTOR SPDR TR

+$9.1K

6,443 +0%

减持

VGT VANGUARD WORLD FD

+$5.9K

1,230 -0%

减持

MUB ISHARES TR

-$5.1K

9,928 -1%

增持

SPMD SPDR SERIES TRUST

+$4.3K

4,606 +0%

增持

BBHY J P MORGAN EXCHANGE TRADED F

+$1.8K

10,706 +1%

增持

VTES VANGUARD WELLINGTON FD

+$1.8K

2,973 +1%

增持

NVDA NVIDIA CORPORATION

-$504

8,700 +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。