Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/11 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 120
- 較 2021 年第 4 季 +4
- 總值
- $2.03 億
- 較 2021 年第 4 季 −$256.4 萬 (−1.2%)
| 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 | 34,786 | $1,571 萬 | 7.7% | −586−1.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 130,743 | $1,400 萬 | 6.9% | +11,628+9.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 50,333 | $1,321 萬 | 6.5% | +6,226+14.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 34,578 | $864.7 萬 | 4.3% | −4,566−11.7% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 16,858 | $826.8 萬 | 4.1% | +2,547+17.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 86,212 | $718.6 萬 | 3.5% | +69,368+411.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,570 | $643.1 萬 | 3.2% | +50.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 65,734 | $483.8 萬 | 2.4% | −1,318−2.0% | 減碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 113,200 | $457.9 萬 | 2.3% | +113,200 | 新進 | – |
| AAPLApple Inc. | Stock | 25,242 | $440.7 萬 | 2.2% | −902−3.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 25,661 | $425.9 萬 | 2.1% | +25,661 | 新進 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 111,011 | $425.4 萬 | 2.1% | +111,011 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 27,783 | $339.1 萬 | 1.7% | +8,734+45.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 24,978 | $329.2 萬 | 1.6% | +238+1.0% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 9,113 | $307.5 萬 | 1.5% | +289+3.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 62,975 | $284.3 萬 | 1.4% | +791+1.3% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 22,436 | $264.1 萬 | 1.3% | +873+4.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 12,511 | $256.8 萬 | 1.3% | −1,163−8.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,263 | $254.8 萬 | 1.3% | +475+6.1% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,304 | $224.7 萬 | 1.1% | +576+2.2% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 24,539 | $223.3 萬 | 1.1% | +2,341+10.5% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 8,041 | $219.7 萬 | 1.1% | +269+3.5% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 17,851 | $213.6 萬 | 1.1% | +17,851 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 11,489 | $207.5 萬 | 1.0% | +11,489 | 新進 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 12,711 | $205.2 萬 | 1.0% | +12,711 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 14,627 | $199.4 萬 | 1.0% | +786+5.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 19,913 | $197.3 萬 | 1.0% | +497+2.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,594 | $193.2 萬 | 1.0% | +119+3.4% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 18,426 | $185.5 萬 | 0.9% | +536+3.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 12,160 | $184.5 萬 | 0.9% | +334+2.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 13,640 | $183.5 萬 | 0.9% | +519+4.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,005 | $178.4 萬 | 0.9% | +623+6.0% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,041 | $178.4 萬 | 0.9% | +263+7.0% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,224 | $177.9 萬 | 0.9% | +418+3.9% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 6,137 | $175.1 萬 | 0.9% | +314+5.4% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 3,893 | $174.1 萬 | 0.9% | +162+4.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 12,316 | $168.1 萬 | 0.8% | +556+4.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,788 | $160.6 萬 | 0.8% | +181+6.9% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 10,694 | $140.4 萬 | 0.7% | +369+3.6% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 3,528 | $137.7 萬 | 0.7% | +186+5.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 30,526 | $135.2 萬 | 0.7% | +1,609+5.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,129 | $134.0 萬 | 0.7% | +111+5.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,464 | $134.0 萬 | 0.7% | −6,568−34.5% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,828 | $130.9 萬 | 0.6% | −14,568−57.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,497 | $124.2 萬 | 0.6% | +480+4.8% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 11,163 | $123.0 萬 | 0.6% | +338+3.1% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 24,221 | $122.4 萬 | 0.6% | −1,835−7.0% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,865 | $117.6 萬 | 0.6% | +319+7.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,535 | $117.3 萬 | 0.6% | +44+3.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,181 | $114.9 萬 | 0.6% | +307+6.3% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 8,566 | $114.2 萬 | 0.6% | +468+5.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,193 | $110.3 萬 | 0.5% | +356+7.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,707 | $105.1 萬 | 0.5% | +545+4.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,301 | $102.0 萬 | 0.5% | −1,413−13.2% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 4,043 | $101.6 萬 | 0.5% | +294+7.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,932 | $95.8 萬 | 0.5% | +164+2.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,674 | $94.8 萬 | 0.5% | +8,674 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 5,494 | $89.5 萬 | 0.4% | +383+7.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 8,162 | $82.8 萬 | 0.4% | +352+4.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 250 | $81.5 萬 | 0.4% | −4−1.6% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 7,976 | $80.1 萬 | 0.4% | +297+3.9% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,469 | $80.0 萬 | 0.4% | +10,469 | 新進 | – |
| ADIAnalog Devices Inc | Stock | 4,829 | $79.8 萬 | 0.4% | +235+5.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,035 | $78.1 萬 | 0.4% | −30−0.4% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 5,033 | $76.1 萬 | 0.4% | +332+7.1% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,829 | $75.3 萬 | 0.4% | −228−3.2% | 減碼 | – |
| INTCIntel Corp | Stock | 14,553 | $72.1 萬 | 0.4% | +859+6.3% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 15,203 | $71.2 萬 | 0.4% | +276+1.8% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 5,598 | $70.5 萬 | 0.3% | +295+5.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,110 | $68.8 萬 | 0.3% | +396+10.7% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 19,028 | $65.3 萬 | 0.3% | +888+4.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,039 | $62.3 萬 | 0.3% | +243+8.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,979 | $57.6 萬 | 0.3% | +591+9.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,428 | $54.5 萬 | 0.3% | +316+7.7% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,182 | $54.5 萬 | 0.3% | +181+3.0% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 13,331 | $54.4 萬 | 0.3% | +990+8.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 188 | $52.3 萬 | 0.3% | +8+4.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,459 | $51.5 萬 | 0.3% | +178+5.4% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,683 | $49.7 萬 | 0.2% | +131+5.1% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,472 | $49.3 萬 | 0.2% | +393+9.6% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 9,018 | $49.3 萬 | 0.2% | +1,300+16.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,133 | $47.9 萬 | 0.2% | −13−0.4% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 27,205 | $45.5 萬 | 0.2% | +1,700+6.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 160 | $44.7 萬 | 0.2% | +10+6.7% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,088 | $43.9 萬 | 0.2% | +219+3.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 738 | $43.6 萬 | 0.2% | +56+8.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,713 | $43.0 萬 | 0.2% | +494+6.8% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 5,579 | $42.9 萬 | 0.2% | −19,951−78.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,211 | $42.7 萬 | 0.2% | −45−3.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,268 | $41.3 萬 | 0.2% | +314+10.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,266 | $41.0 萬 | 0.2% | +366+7.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,783 | $39.6 萬 | 0.2% | +163+10.1% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,832 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 15,338 | $37.9 萬 | 0.2% | +1,631+11.9% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,308 | $36.6 萬 | 0.2% | +411+10.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 320 | $34.5 萬 | 0.2% | +38+13.5% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 11,037 | $34.4 萬 | 0.2% | +1,157+11.7% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,810 | $33.8 萬 | 0.2% | +154+9.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,038 | $31.3 萬 | 0.2% | +113+12.2% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 6,017 | $31.0 萬 | 0.2% | +360+6.4% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（13 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,487 | $442.7 萬 | 2.2% | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,957 | $435.9 萬 | 2.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 35,885 | $413.5 萬 | 2.0% | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 36,692 | $279.2 萬 | 1.4% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,449 | $199.1 萬 | 1.0% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,013 | $197.4 萬 | 1.0% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 12,806 | $189.8 萬 | 0.9% | – |
| XLNXXilinx Inc | COM | 4,744 | $100.6 萬 | 0.5% | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 13,659 | $74.5 萬 | 0.4% | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,455 | $27.4 萬 | 0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 843 | $20.6 萬 | 0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 3,882 | $20.2 萬 | 0.1% | 歷史 |
| Goldman Sachs BDC, Inc.38147UAB3 | NOTE 4.500% 4/0 | 75,000 | $7.50 萬 | <0.1% | – |