Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/10 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 116
- 較 2021 年第 3 季 +2
- 總值
- $2.06 億
- 較 2021 年第 3 季 +$1,731 萬 (+9.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 35,372 | $1,680 萬 | 8.2% | +200+0.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 119,115 | $1,359 萬 | 6.6% | −4,235−3.4% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 44,107 | $1,224 萬 | 5.9% | +7,172+19.4% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 39,144 | $1,035 萬 | 5.0% | −373−0.9% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 14,311 | $740.9 萬 | 3.6% | −226−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,565 | $693.1 萬 | 3.4% | −871−3.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 67,052 | $527.6 萬 | 2.6% | +1,448+2.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 26,144 | $464.2 萬 | 2.3% | +6,952+36.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,487 | $442.7 萬 | 2.2% | −52−0.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,957 | $435.9 萬 | 2.1% | +6,178+129.3% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 35,885 | $413.5 萬 | 2.0% | +20,716+136.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 24,740 | $389.3 萬 | 1.9% | −218−0.9% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 8,824 | $344.6 萬 | 1.7% | +11+0.1% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 25,396 | $336.6 萬 | 1.6% | +13,540+114.2% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,674 | $304.2 萬 | 1.5% | −730−5.1% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 62,184 | $303.8 萬 | 1.5% | −335−0.5% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 21,563 | $279.3 萬 | 1.4% | +105+0.5% | 加碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 36,692 | $279.2 萬 | 1.4% | +9,434+34.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,788 | $261.9 萬 | 1.3% | +98+1.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,475 | $249.9 萬 | 1.2% | −3−0.1% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 19,049 | $245.1 萬 | 1.2% | −795−4.0% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 26,728 | $232.6 萬 | 1.1% | −916−3.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,841 | $219.2 萬 | 1.1% | +206+1.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 19,032 | $218.9 萬 | 1.1% | −954−4.8% | 減碼 | – |
| NKENIKE, Inc. | Stock | 13,121 | $218.7 萬 | 1.1% | −50.0% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 25,530 | $211.8 萬 | 1.0% | −1,599−5.9% | 減碼 | – |
| ETNEaton Corp plc | Stock | 11,826 | $204.4 萬 | 1.0% | −6−0.1% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 17,890 | $201.6 萬 | 1.0% | +19+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,449 | $199.1 萬 | 1.0% | −15,652−57.8% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,013 | $197.4 萬 | 1.0% | −16,798−54.5% | 減碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 22,198 | $196.3 萬 | 1.0% | +393+1.8% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 7,772 | $195.8 萬 | 1.0% | +49+0.6% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 12,806 | $189.8 萬 | 0.9% | +1,193+10.3% | 加碼 | – |
| WMWaste Management Inc | Stock | 10,806 | $180.4 萬 | 0.9% | +53+0.5% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,823 | $173.4 萬 | 0.8% | +95+1.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,416 | $167.1 萬 | 0.8% | +469+2.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 11,760 | $160.5 萬 | 0.8% | +54+0.5% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 10,325 | $149.8 萬 | 0.7% | +63+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,607 | $148.0 萬 | 0.7% | +58+2.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 3,731 | $144.4 萬 | 0.7% | +36+1.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,844 | $144.1 萬 | 0.7% | −1,637−8.9% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,017 | $141.0 萬 | 0.7% | +143+1.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,382 | $140.6 萬 | 0.7% | +215+2.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,491 | $136.5 萬 | 0.7% | +1+0.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,018 | $134.3 萬 | 0.7% | +71+3.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,778 | $134.3 萬 | 0.7% | +105+2.9% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 26,056 | $132.2 萬 | 0.6% | −1,158−4.3% | 減碼 | – |
| SWKSSkyworks Solutions, Inc. | Stock | 8,098 | $125.6 萬 | 0.6% | +326+4.2% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 3,342 | $125.2 萬 | 0.6% | +59+1.8% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 10,825 | $125.1 萬 | 0.6% | +34+0.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,714 | $124.6 萬 | 0.6% | −757−6.6% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 4,837 | $122.9 萬 | 0.6% | +108+2.3% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 28,917 | $122.8 萬 | 0.6% | +462+1.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,749 | $109.7 萬 | 0.5% | +123+3.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,162 | $106.1 萬 | 0.5% | +139+1.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 4,874 | $105.6 萬 | 0.5% | +107+2.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,546 | $102.3 萬 | 0.5% | +132+3.0% | 加碼 | 歷史 |
| XLNXXilinx Inc | COM | 4,744 | $100.6 萬 | 0.5% | +222+4.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,768 | $97.1 萬 | 0.5% | +7+0.1% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,701 | $92.4 萬 | 0.4% | +112+2.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 254 | $84.7 萬 | 0.4% | +3+1.2% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 7,679 | $83.8 萬 | 0.4% | +27+0.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 7,810 | $81.1 萬 | 0.4% | −35−0.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,594 | $80.7 萬 | 0.4% | +92+2.0% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,057 | $77.9 萬 | 0.4% | −13,324−65.4% | 減碼 | – |
| CMCSAComcast Corp | Stock | 14,927 | $75.1 萬 | 0.4% | +111+0.7% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 13,659 | $74.5 萬 | 0.4% | −775−5.4% | 減碼 | – |
| GPCGenuine Parts Co | Stock | 5,303 | $74.3 萬 | 0.4% | +122+2.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,065 | $73.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 13,694 | $70.5 萬 | 0.3% | −1,282−8.6% | 減碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 18,140 | $65.5 萬 | 0.3% | +486+2.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,714 | $64.5 萬 | 0.3% | +194+5.5% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 2,796 | $61.0 萬 | 0.3% | +110+4.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 5,111 | $60.0 萬 | 0.3% | +168+3.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,112 | $58.8 萬 | 0.3% | +103+2.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,281 | $58.3 萬 | 0.3% | +36+1.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,552 | $58.1 萬 | 0.3% | +54+2.2% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,001 | $54.6 萬 | 0.3% | −9−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,620 | $54.5 萬 | 0.3% | +30+1.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 180 | $52.1 萬 | 0.3% | +4+2.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,146 | $51.5 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 12,341 | $47.4 萬 | 0.2% | +31+0.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,219 | $45.7 萬 | 0.2% | +163+2.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,900 | $45.6 萬 | 0.2% | +102+2.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 682 | $45.5 萬 | 0.2% | +10+1.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 150 | $43.4 萬 | 0.2% | +3+2.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,079 | $43.3 萬 | 0.2% | +113+2.8% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 616 | $40.5 萬 | 0.2% | +10+1.7% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 25,505 | $40.2 萬 | 0.2% | −174−0.7% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,869 | $39.7 萬 | 0.2% | +257+4.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,388 | $39.1 萬 | 0.2% | +157+2.5% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 2,954 | $39.0 萬 | 0.2% | +91+3.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,256 | $37.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,832 | $37.2 萬 | 0.2% | −8,470−68.9% | 減碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 7,718 | $36.7 萬 | 0.2% | +362+4.9% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 1,421 | $36.6 萬 | 0.2% | +22+1.6% | 加碼 | 歷史 |
| KIMKimco Realty Corp | COM | 13,707 | $33.8 萬 | 0.2% | +762+5.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 925 | $33.2 萬 | 0.2% | +31+3.5% | 加碼依 3 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,245 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 3,897 | $30.6 萬 | 0.1% | +134+3.6% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（2 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287556 | ISHARES BIOTECH | 10,352 | $167.4 萬 | 0.9% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 5,383 | $24.1 萬 | 0.1% | – |