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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 51 项建仓 2增持 32减持 17

方向

标的

Δ市值

现股数(环比)

增持

SPY STATE STR SPDR S&P 500 ETF T

+$1.5M

19,960 +19%

增持

AGG ISHARES TR

+$1.4M

98,565 +18%

增持

ACWX ISHARES TR

+$1.4M

120,651 +19%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$1.4M

109,507 +33%

减持

VTV VANGUARD INDEX FDS

-$1.1M

25,204 -20%

增持

FLV AMERICAN CENTY ETF TR

+$978.9K

123,191 +10%

减持

VTI VANGUARD INDEX FDS

-$856.9K

11,039 -16%

减持

VBR VANGUARD INDEX FDS

-$758.2K

11,969 -25%

增持

AVEM AMERICAN CENTY ETF TR

+$729.8K

83,826 +7%

增持

AVDE AMERICAN CENTY ETF TR

+$679.6K

79,477 +8%

增持

IAGG ISHARES TR

+$666.3K

67,458 +25%

增持

SCHA SCHWAB STRATEGIC TR

+$648.8K

104,298 +25%

增持

VO VANGUARD INDEX FDS

+$620.5K

10,139 +28%

减持

VEA VANGUARD TAX-MANAGED FDS

-$571.7K

45,407 -19%

增持

VTEB VANGUARD MUN BD FDS

+$497.4K

55,048 +23%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$477.3K

19,170 -32%

增持

VTIP VANGUARD MALVERN FDS

+$376.8K

25,023 +42%

增持

SHYD VANECK ETF TRUST

+$373.1K

93,502 +23%

减持

SCHB SCHWAB STRATEGIC TR

-$353.1K

180,295 -3%

减持

VGSH VANGUARD SCOTTSDALE FDS

-$292.4K

37,415 -11%

减持

ROP ROPER TECHNOLOGIES INC

-$290.9K

1,357 -22%

增持

META META PLATFORMS INC

-$286.4K

3,280 +0%

建仓

JPM JPMORGAN CHASE & CO

+$280.9K

955

增持

AAPL APPLE INC

+$264.7K

5,939 +30%

减持

LQD ISHARES TR

-$238.8K

3,896 -35%

建仓

COST COSTCO WHOLESALE CORPORATION

+$223.3K

224

增持

GOOGL ALPHABET INC

+$199.0K

2,032 +65%

增持

QQQ INVESCO QQQ TR

-$159.5K

4,390 +0%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$102.3K

7,416 -21%

减持

TAXF AMERICAN CENTY ETF TR

-$99.6K

23,379 -7%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$97.9K

2,826 -2%

减持

QUAL ISHARES TR

-$88.0K

9,623 -1%

减持

MUB ISHARES TR

-$78.9K

9,274 -7%

减持

SBUX STARBUCKS CORP

-$73.3K

9,284 -14%

增持

VGT VANGUARD WORLD FD

-$68.0K

1,231 +0%

增持

WMT WALMART INC

+$58.4K

4,460 +0%

增持

VT VANGUARD INTL EQUITY INDEX F

-$53.4K

20,737 +0%

增持

XLI SELECT SECTOR SPDR TR

+$45.5K

6,461 +0%

增持

XLB SELECT SECTOR SPDR TR

+$38.0K

7,903 +0%

增持

AMZN AMAZON COM INC

+$36.2K

3,306 +17%

增持

VIG VANGUARD SPECIALIZED FUNDS

-$30.2K

7,824 +0%

增持

HDV ISHARES TR

+$28.0K

1,883 +1%

减持

ACWI ISHARES TR

-$22.6K

3,186 -3%

减持

SUB ISHARES TR

-$13.6K

18,124 -1%

增持

MSFT MICROSOFT CORP

-$12.8K

1,514 +28%

增持

VB VANGUARD INDEX FDS

+$9.0K

1,831 +0%

增持

SPMD SPDR SERIES TRUST

+$6.9K

4,620 +0%

增持

BND VANGUARD BD INDEX FDS

+$176

4,360 +1%

增持

BBHY J P MORGAN EXCHANGE TRADED F

-$173

10,859 +1%

增持

BBCB J P MORGAN EXCHANGE TRADED F

-$162

12,888 +1%

增持

VTES VANGUARD WELLINGTON FD

+$65

2,986 +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。