CIK: 0001844894
申报总市值
US$1.6亿
申报季度: 2022-03-31 · 持股只数: 102
Midwest Wealth Management Inc.在最新一期 13F 报告中披露了 102 项持股，申报期为 2022-03-31，总持股市值约为 US$1.6亿，季度换手率为 0.0%。
Midwest Wealth Management Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.014——换算下来相当于约 73 个等权重仓位，与其实际披露的 102 只持仓相当接近。资金分布相对平均，并未集中于少数标的。
整体仓位大小相当一致（变异系数为 0.63），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 39%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
本季暂无持股变动
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 3.00% | — | +2.56% | |
| 2 | MPWR | Monolithic Power Systems INC | 股票-科技 | 2.48% | — | +2.11% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.30% | — | +1.37% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 2.27% | — | +2.73% | |
| 5 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.14% | — | +2.02% | |
| 6 | DVN | Devon Energy CORP | 股票-能源 | 2.09% | — | +0.76% | |
| 7 | MANH | Manhattan Associates INC | 股票-科技 | 1.96% | — | +2.91% | |
| 8 | AR | Antero Resources CORP | 股票-能源 | 1.93% | — | — | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.87% | — | -1.68% | |
| 10 | ADBE | Adobe INC | 股票-科技 | 1.73% | — | +4.13% | |
| 11 | APA | Apa CORP | 股票-能源 | 1.70% | — | — | |
| 12 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.66% | — | +3.31% | |
| 13 | HAL | Halliburton Co | 股票-能源 | 1.65% | — | +4.77% | |
| 14 | NKE | Nike INC -cl B | 股票-周期性消费 | 1.63% | — | +2.52% | |
| 15 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.60% | — | +3.11% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | — | +3.12% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | — | +2.18% | |
| 18 | EOS | Eaton Vance Enh Eqt INC Ii | 股票-其他 | 1.45% | — | +2.95% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.39% | — | +5.86% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | — | +6.58% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.38% | — | +3.06% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.37% | — | +2.75% | |
| 23 | OKE | Oneok INC | 股票-能源 | 1.36% | — | +2.67% | |
| 24 | CALY | Callaway Golf Company | 股票-其他 | 1.34% | — | +5.34% | |
| 25 | OMF | Onemain Holdings INC | 股票-金融 | 1.32% | — | +3.82% | |
| 26 | WMB | Williams Cos INC | 股票-能源 | 1.32% | — | +3.04% | |
| 27 | PLD | Prologis INC | 股票-房地产 | 1.31% | — | +3.90% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | — | +4.65% | |
| 29 | CFG | Citizens Financial Group | 股票-金融 | 1.29% | — | +4.50% | |
| 30 | CZR | Caesars Entertainment INC | 股票-周期性消费 | 1.29% | — | +5.13% | |
| 31 | AMAT | Applied Materials INC | 股票-科技 | 1.27% | — | +3.06% | |
| 32 | FSK | Fs Kkr Capital CORP | 股票-金融 | 1.26% | — | +5.48% | |
| 33 | KKR | Kkr & Co INC | 股票-金融 | 1.24% | — | +2.33% | |
| 34 | HON | Honeywell International INC | 股票-工业 | 1.21% | — | +6.31% | |
| 35 | ARCC | Ares Capital CORP | 股票-金融 | 1.20% | — | +4.21% | |
| 36 | NVST | Envista Holdings CORP | 股票-医疗保健 | 1.20% | — | +6.58% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 1.19% | — | +5.62% | |
| 38 | CRM | Salesforce INC | 股票-科技 | 1.17% | — | +5.42% | |
| 39 | MAIN | Main Street Capital CORP | 股票-金融 | 1.15% | — | +3.54% | |
| 40 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.15% | — | +6.63% | |
| 41 | PH | Parker Hannifin CORP | 股票-工业 | 1.12% | — | +4.11% | |
| 42 | AON | Aon plc | 股票-金融 | 1.10% | — | +4.65% | |
| 43 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.09% | — | +4.24% | |
| 44 | HBAN | Huntington Bancshares INC | 股票-金融 | 1.09% | — | +8.71% | |
| 45 | XPO | Xpo INC | 股票-工业 | 1.07% | — | +5.10% | |
| 46 | ZTS | Zoetis INC | 股票-医疗保健 | 1.05% | — | +4.66% | |
| 47 | FE | Firstenergy CORP | 股票-公用事业 | 1.05% | — | +4.13% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 1.05% | — | +6.75% | |
| 49 | SYK | Stryker CORP | 股票-医疗保健 | 1.04% | — | +5.23% | |
| 50 | BA | Boeing Co/the | 股票-工业 | 1.04% | — | +4.69% |
可定价持仓数据尚不足以计算表现
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2022-03-31 | 2022-05-25 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-20 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-12 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-12 | 13F-HR | 在 EDGAR 上查看 |
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