MF

Midwest Financial Group LLC

分散型投资策略行业集中型趋势追踪型

申报总市值

US$2.3亿

申报季度: 2026-03-31 · 持股只数: 126

Midwest Financial Group LLC在最新一期 13F 报告中披露了 126 项持股，申报期为 2026-03-31，总持股市值约为 US$2.3亿，季度换手率为 10.5%。

机构性格雪花图

集中度
9.42
持仓稳定性
10.52
动能／逆势
100
行业集中度
100
多样化
100
仓位均衡度
85.92

近期动向

  • 减仓 GOOGL

    -55.8%　-US$150.1万

  • 减仓 IVW

    +3.4%　-US$72.1万

  • 加仓 AVUV

    +4.2%　US$147.9万

  • 减仓 AAPL

    -0.4%　-US$59.8万

  • 减仓 MSFT

    +9.1%　-US$73.1万

  • 减仓 AMD

    -0.4%　-US$48.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVWIshares S&p 500 Growth ETFETF-大型股与成长5.67%-0.52%+3.37%
2AVUVAvantis US Small Cap ValueETF-中小型股5.54%+0.46%+4.18%
3SCHDSchwab US Dvd Equity ETFETF-其他4.98%+0.26%-2.19%
4QQQInvesco Qqq Trust Series 1ETF-科技型4.72%-0.33%+3.20%
5AMDAdvanced Micro Devices股票-科技3.65%-0.35%-0.39%
6AAPLApple INC股票-科技3.36%-0.39%-0.43%
7SCHZSchwab US Aggregate Bond ETFETF-其他3.08%-0.04%+2.95%
8PVALPutnam Focused Lrg Cap ValueETF-其他3.06%+0.03%+2.88%
9MUMicron Technology INC股票-科技2.99%+0.07%-10.19%
10AVLVAvantis US Large Cap ValueETF-大型股与成长2.40%+0.14%+3.31%
11MOATVaneck Morningstar Wide MoatETF-其他2.38%-0.22%+1.36%
12VOEVanguard Mid-cap Value ETFETF-其他2.27%+0.02%+0.40%
13LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债2.24%—-0.66%
14SOXXIshares Semiconductor ETFETF-其他2.21%+0.14%+1.40%
15SLYGSs Spdr S&p 600 Sc Gr ETFETF-其他2.10%+0.06%+4.13%
16MDYState Street Spdr S&p MidcapETF-其他1.91%—-0.74%
17SCHGSchwab US Large-cap GrowthETF-其他1.70%+0.01%+16.62%
18IJRIshares Core S&p Small-cap EETF-中小型股1.60%—-1.35%
19MSFTMicrosoft CORP股票-科技1.58%-0.38%+9.15%
20BRK-BBerkshire Hathaway Inc-cl B股票-其他1.44%—+1.72%
21DIVIFranklin International CoreETF-其他1.43%+0.29%+26.86%
22OKEOneok INC股票-能源1.37%+0.22%+0.56%
23XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他1.25%+0.09%+3.75%
24TLTIshares 20+ Year Treasury BdETF-政府公债1.22%—+2.42%
25LGOVFirst Tr Long Duration O-etfETF-其他1.16%—+3.59%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.11%+0.15%+24.79%
27BUFQFt Vst Lad Nsdq Buf Etf-usdiETF-其他1.10%—+0.51%
28FICSFt International Dev Cap StrETF-其他1.07%—-0.59%
29XLESs Energy Select SectorETF-其他1.05%+0.23%-3.32%
30DBMFImgp Dbi Managed Futures StrETF-其他1.04%+0.04%+0.43%
31XOMExxon Mobil CORP股票-能源1.03%+0.27%-0.13%
32VBRVanguard Small-cap Value ETFETF-其他1.02%—-0.19%
33AMZNAmazon.com INC股票-周期性消费1.00%+0.05%+20.50%
34FEMFirst Trust Emerging MarketsETF-新兴市场0.86%+0.03%-2.13%
35COSTCostco Wholesale CORP股票-非周期性消费0.85%+0.09%+0.75%
36MUBIshares National Muni Bond EETF-其他0.82%—+3.91%
37LMBSFirst Trust Low Duration OppETF-其他0.78%—+0.16%
38USBUS Bancorp股票-金融0.75%—-0.65%
39BABoeing Co/the股票-工业0.75%-0.08%+1.00%
40NVDANvidia CORP股票-科技0.69%—+8.28%
41XLVSs Health Care Select SectorETF-其他0.58%—+1.30%
42QCOMQualcomm INC股票-科技0.58%+0.58%NEW
43SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.57%—+0.74%
44VTVVanguard Value ETFETF-其他0.57%—-2.45%
45RTXRtx CORP股票-工业0.57%—+0.26%
46CIBRFirst Trust Nasdaq CybersecuETF-科技型0.53%—+7.43%
47FEGEFirst Eagle Gl Equity ETFETF-其他0.52%+0.21%+66.98%
48XLPSs Consumer Staples Sel SectETF-其他0.51%—-0.05%
49SCHBSchwab US Broad Market ETFETF-其他0.50%—+0.28%
50VMBSVanguard Mortgage-backed SecETF-其他0.49%—+5.50%
1–50 of 126

本季持股变动

Midwest Financial Group LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Qualcomm INC (QCOM); 新建仓: Cap Group Dividend Value (CGDV); 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Ft Vest Rising Dividend Achi (RDVI); 新建仓: Nike INC -cl B (NKE).

Midwest Financial Group LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AVUVAvantis US Small Cap Value+0.5%+4.18%加仓
2DIVIFranklin International Core+0.3%+26.86%加仓
3XOMExxon Mobil CORP+0.3%-0.13%减仓
4SCHDSchwab US Dvd Equity ETF+0.3%-2.19%减仓
5XLESs Energy Select Sector+0.2%-3.32%减仓
6OKEOneok INC+0.2%+0.56%加仓
7FEGEFirst Eagle Gl Equity ETF+0.2%+66.98%加仓
8SPYSs Spdr S&p 500 ETF Trust-us+0.2%+24.79%加仓
9AVLVAvantis US Large Cap Value+0.1%+3.31%加仓
10SOXXIshares Semiconductor ETF+0.1%+1.40%加仓
11TBUXT Rowe Price Ultra Short-ter+0.1%+91.73%加仓
12XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+3.75%加仓
13COSTCostco Wholesale CORP+0.1%+0.75%加仓
14URAGlobal X Uranium ETF+0.1%+53.28%加仓
15MUMicron Technology INC+0.1%-10.19%减仓
16CVXChevron CORP+0.1%+3.54%加仓
17AMATApplied Materials INC+0.1%—不变
18QGROAmerican Century US Quality+0.1%+75.49%加仓
19SLYGSs Spdr S&p 600 Sc Gr ETF+0.1%+4.13%加仓
20IAUIshares Gold Trust+0.1%+22.99%加仓
21LSCCLattice Semiconductor CORP+0.1%—不变
22AMZNAmazon.com INC+0.1%+20.50%加仓
23DBMFImgp Dbi Managed Futures Str0%+0.43%加仓
24IWRIshares Russell Mid-cap ETF0%+15.68%加仓
25PVALPutnam Focused Lrg Cap Value0%+2.88%加仓
26FEMFirst Trust Emerging Markets0%-2.13%减仓
27VOEVanguard Mid-cap Value ETF0%+0.40%加仓
28SCHGSchwab US Large-cap Growth0%+16.62%加仓
29SCHZSchwab US Aggregate Bond ETF0%+2.95%加仓
30DKNGDraftkings Inc-cl A-0.1%-3.74%减仓
31IBITIshares Bitcoin Trust ETF-0.1%-8.58%减仓
32BABoeing Co/the-0.1%+1.00%加仓
33AXPAmerican Express Co-0.1%—不变
34MOATVaneck Morningstar Wide Moat-0.2%+1.36%加仓
35LRCXLam Research CORP-0.3%-58.42%减仓
36QQQInvesco Qqq Trust Series 1-0.3%+3.20%加仓
37AMDAdvanced Micro Devices-0.4%-0.39%减仓
38MSFTMicrosoft CORP-0.4%+9.15%加仓
39AAPLApple INC-0.4%-0.43%减仓
40IVWIshares S&p 500 Growth ETF-0.5%+3.37%加仓
41GOOGLAlphabet Inc-cl A-0.7%-55.77%减仓
42QCOMQualcomm INC—NEW新建仓
43CGDVCap Group Dividend Value—NEW新建仓
44RSPInvesco S&p 500 Equal Weight—NEW新建仓
45RDVIFt Vest Rising Dividend Achi—EXIT清仓
46NKENike INC -cl B—NEW新建仓
47TSMTaiwan Semiconductor-sp Adr—NEW新建仓
48TSCOTractor Supply Company—EXIT清仓
49EVRGEvergy INC—NEW新建仓
50VBKVanguard Small-cap Grwth ETF—EXIT清仓

FAQ

Midwest Financial Group LLC 是什么机构？属于哪种投资人类型？
Midwest Financial Group LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.3亿，分布在 126 个已申报仓位之中。
Midwest Financial Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，Midwest Financial Group LLC 按市值排列的前几大持股为： 1. Ishares S&p 500 Growth ETF (IVW) — US$1330.1万 (5.7%) 2. Avantis US Small Cap Value (AVUV) — US$1298.1万 (5.5%) 3. Schwab US Dvd Equity ETF (SCHD) — US$1168.8万 (5.0%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$1107.9万 (4.7%) 5. Advanced Micro Devices (AMD) — US$857.0万 (3.6%)
Midwest Financial Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Midwest Financial Group LLC 共进行了 47 项显著调整：新建仓 6 个仓位、加仓 27 个既有持股、减仓 11 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Qualcomm INC (QCOM); 新建仓: Cap Group Dividend Value (CGDV); 新建仓: Invesco S&p 500 Equal Weight (RSP); 清仓: Ft Vest Rising Dividend Achi (RDVI); 新建仓: Nike INC -cl B (NKE)
Midwest Financial Group LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Midwest Financial Group LLC 的主要板块分布如下： • Information Technology: 59.6% • Financials: 11.3% • Industrials: 6.7% • Consumer Discretionary: 6.2% • Energy: 6.1% • Consumer Staples: 6.1%