Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/10 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 116
- 較 2021 年第 1 季 +36
- 總值
- $1.92 億
- 較 2021 年第 1 季 +$9,290 萬 (+93.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 129,714 | $1,496 萬 | 7.8% | +70,387+118.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,164 | $1,420 萬 | 7.4% | −45,404−57.8% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 42,761 | $1,094 萬 | 5.7% | +14,886+53.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 41,781 | $1,011 萬 | 5.3% | +489+1.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 14,779 | $725.7 萬 | 3.8% | +6,527+79.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 25,582 | $586.8 萬 | 3.1% | +10,553+70.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,201 | $496.1 萬 | 2.6% | +1,216+24.4% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 81,716 | $450.7 萬 | 2.3% | +79,256+3,221.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 54,096 | $426.7 萬 | 2.2% | −22,317−29.2% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 48,436 | $417.3 萬 | 2.2% | +43,484+878.1% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 58,268 | $407.7 萬 | 2.1% | +50,753+675.4% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 25,640 | $365.1 萬 | 1.9% | −303−1.2% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 8,920 | $323.2 萬 | 1.7% | +5,218+141.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 19,855 | $271.9 萬 | 1.4% | +13,478+211.4% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 20,662 | $269.7 萬 | 1.4% | +20,662 | 新進 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 30,180 | $261.8 萬 | 1.4% | −51,883−63.2% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 28,350 | $249.6 萬 | 1.3% | −252−0.9% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 20,925 | $241.7 萬 | 1.3% | +18,827+897.4% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 17,437 | $234.3 萬 | 1.2% | +17,437 | 新進 | – |
| LRCXLam Research Corp | COM | 3,534 | $229.9 萬 | 1.2% | −21,520−85.9% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 21,583 | $223.5 萬 | 1.2% | +15,039+229.8% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 17,826 | $222.2 萬 | 1.2% | +6,983+64.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,659 | $212.5 萬 | 1.1% | +2,008+17.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,701 | $208.6 萬 | 1.1% | +7,701 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 13,412 | $207.2 萬 | 1.1% | +3,975+42.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 11,902 | $176.4 萬 | 0.9% | +934+8.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,695 | $169.2 萬 | 0.9% | +3,633+89.4% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 44,199 | $162.2 萬 | 0.8% | +44,199 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 9,743 | $161.4 萬 | 0.8% | +9,743 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 19,430 | $159.9 萬 | 0.8% | +19,430 | 新進 | – |
| RTXRTX Corp | Stock | 18,689 | $159.4 萬 | 0.8% | +11,859+173.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 10,234 | $158.3 萬 | 0.8% | +4,287+72.1% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 13,760 | $158.2 萬 | 0.8% | +13,760 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 9,957 | $157.9 萬 | 0.8% | +9,957 | 新進 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 51,877 | $157.9 萬 | 0.8% | +51,877 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 29,120 | $156.9 萬 | 0.8% | +29,120 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,417 | $156.1 萬 | 0.8% | +9,417 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 5,721 | $151.8 萬 | 0.8% | +2,309+67.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 10,829 | $151.7 萬 | 0.8% | +789+7.9% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 7,839 | $150.3 萬 | 0.8% | −18,945−70.7% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 28,295 | $143.8 萬 | 0.7% | +28,295 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 3,624 | $137.1 萬 | 0.7% | +882+32.2% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 3,689 | $134.1 萬 | 0.7% | −9,329−71.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,510 | $132.1 萬 | 0.7% | +129+9.3% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 10,859 | $128.5 萬 | 0.7% | +10,859 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,896 | $127.7 萬 | 0.7% | +5,134+89.1% | 加碼 | – |
| PAYXPaychex Inc | Stock | 11,807 | $126.7 萬 | 0.7% | −4,540−27.8% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 28,205 | $120.6 萬 | 0.6% | +2,779+10.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,676 | $114.2 萬 | 0.6% | +2,257+93.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,842 | $114.1 萬 | 0.6% | +1,185+13.7% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,901 | $111.5 萬 | 0.6% | +4,775+93.2% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 12,158 | $108.1 萬 | 0.6% | +12,158 | 新進 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 7,622 | $108.0 萬 | 0.6% | +757+11.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,613 | $107.9 萬 | 0.6% | +3,126+210.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,364 | $106.4 萬 | 0.6% | +612+16.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,528 | $100.0 萬 | 0.5% | +2,528 | 新進 | 歷史 |
| PSAPublic Storage | COM | 3,301 | $99.2 萬 | 0.5% | −2,352−41.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,585 | $96.8 萬 | 0.5% | +658+22.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,072 | $94.0 萬 | 0.5% | +12,072 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,942 | $92.6 萬 | 0.5% | +207+11.9% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,607 | $91.2 萬 | 0.5% | −2,727−37.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 251 | $86.3 萬 | 0.4% | −23−8.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 14,969 | $85.4 萬 | 0.4% | +1,829+13.9% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 15,222 | $83.9 萬 | 0.4% | +9,383+160.7% | 加碼 | – |
| INTCIntel Corp | Stock | 14,772 | $82.9 萬 | 0.4% | +1,500+11.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,589 | $81.1 萬 | 0.4% | +4,611+154.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,440 | $76.4 萬 | 0.4% | +4,440 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,871 | $70.2 萬 | 0.4% | +3,015+105.6% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 4,407 | $63.7 萬 | 0.3% | +4,407 | 新進 | 歷史 |
| CMICummins Inc | Stock | 2,608 | $63.6 萬 | 0.3% | +2,608 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 4,998 | $63.2 萬 | 0.3% | +4,998 | 新進 | 歷史 |
| MMM3M Co | Stock | 3,131 | $62.2 萬 | 0.3% | −11,928−79.2% | 減碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 17,154 | $57.1 萬 | 0.3% | +17,154 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,592 | $55.4 萬 | 0.3% | −1,665−51.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,467 | $51.4 萬 | 0.3% | −7,139−67.3% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,799 | $50.8 萬 | 0.3% | −6,649−63.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,841 | $50.7 萬 | 0.3% | +1,620+50.3% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,446 | $50.3 萬 | 0.3% | +2,446 | 新進 | 歷史 |
| ESEversource Energy | Stock | 6,019 | $48.3 萬 | 0.3% | +374+6.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,132 | $42.3 萬 | 0.2% | +3,132 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 173 | $42.2 萬 | 0.2% | −80−31.6% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,775 | $41.7 萬 | 0.2% | +3,775 | 新進 | – |
| MUMicron Technology Inc | Stock | 4,874 | $41.4 萬 | 0.2% | +4,874 | 新進 | 歷史 |
| OGEOGE Energy Corp. | COM | 12,309 | $41.4 萬 | 0.2% | +12,309 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 2,841 | $40.9 萬 | 0.2% | −19,576−87.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,387 | $40.4 萬 | 0.2% | +1,387 | 新進 | 歷史 |
| RYRoyal Bank of Canada | Stock | 3,889 | $39.4 萬 | 0.2% | +3,889 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,165 | $38.9 萬 | 0.2% | +59+1.0% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 7,127 | $37.5 萬 | 0.2% | +7,127 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 610 | $37.3 萬 | 0.2% | +610 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 148 | $37.1 萬 | 0.2% | +148 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 5,603 | $36.9 萬 | 0.2% | −4,370−43.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,799 | $36.0 萬 | 0.2% | +6,799 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 24,556 | $35.8 萬 | 0.2% | +346+1.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,256 | $34.9 萬 | 0.2% | +1,256 | 新進 | 歷史 |
| EVRGEvergy, Inc. | Stock | 5,577 | $33.7 萬 | 0.2% | +5,577 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 663 | $33.4 萬 | 0.2% | +663 | 新進 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 8,891 | $32.3 萬 | 0.2% | −1,039−10.5% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 1,377 | $30.8 萬 | 0.2% | +1,377 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 521 | $30.5 萬 | 0.2% | +521 | 新進 | 歷史 |
2021 年第 1 季之後清倉（13 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464288281 | JPMORGAN USD EMG | 73,266 | $497.6 萬 | 5.0% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,378 | $231.7 萬 | 2.3% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,108 | $230.5 萬 | 2.3% | – |
| Liberty Ppty Tr SH Ben Int531172104 | REIT | 3,224 | $109.3 萬 | 1.1% | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 6,336 | $87.5 萬 | 0.9% | – |
| COSTCostco Wholesale Corp | COM | 2,224 | $63.4 萬 | 0.6% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 5,741 | $61.9 萬 | 0.6% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,184 | $54.8 萬 | 0.6% | – |
| Raytheon Technologies Corp755111507 | COM | 2,362 | $46.9 萬 | 0.5% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,500 | $33.2 萬 | 0.3% | – |
| BABoeing Co | Stock | 2,176 | $32.4 萬 | 0.3% | 歷史 |
| Polymet MNG Corp731916409 | COM NEW | 13,180 | $3,000 | <0.1% | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 8,461 | – | – | – |