Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/9 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 115
- 較 2022 年第 1 季 −5
- 總值
- $1.77 億
- 較 2022 年第 1 季 −$2,599 萬 (−12.8%)
| 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 | 36,776 | $1,387 萬 | 7.8% | +1,990+5.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 54,527 | $1,185 萬 | 6.7% | +4,194+8.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 109,146 | $1,110 萬 | 6.3% | −21,597−16.5% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 128,448 | $1,063 萬 | 6.0% | +42,236+49.0% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 36,210 | $752.3 萬 | 4.2% | +1,632+4.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,824 | $530.3 萬 | 3.0% | −4,034−23.9% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 84,822 | $530.1 萬 | 3.0% | +19,088+29.0% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 47,784 | $409.0 萬 | 2.3% | +23,245+94.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 23,696 | $399.2 萬 | 2.3% | +12,207+106.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 23,829 | $361.2 萬 | 2.0% | +259+1.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,695 | $351.3 萬 | 2.0% | +453+1.8% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 26,748 | $319.2 萬 | 1.8% | −1,035−3.7% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 64,512 | $308.1 萬 | 1.7% | +64,512 | 新進 | – |
| MCOMoodys Corp | Stock | 9,381 | $255.1 萬 | 1.4% | +268+2.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,405 | $231.1 萬 | 1.3% | +427+1.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 32,198 | $230.2 萬 | 1.3% | +21,729+207.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,642 | $221.9 萬 | 1.3% | +379+4.6% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 23,254 | $221.1 萬 | 1.2% | +818+3.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 12,951 | $219.3 萬 | 1.2% | +440+3.5% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 16,448 | $210.9 萬 | 1.2% | +16,448 | 新進 | – |
| RTXRTX Corp | Stock | 20,390 | $196.0 萬 | 1.1% | +477+2.4% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,034 | $193.1 萬 | 1.1% | +141+3.6% | 加碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 53,507 | $192.5 萬 | 1.1% | −59,693−52.7% | 減碼 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 25,963 | $191.1 萬 | 1.1% | +25,963 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,853 | $188.6 萬 | 1.1% | +1,142+9.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,775 | $186.0 萬 | 1.0% | +25,775 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 4,297 | $184.8 萬 | 1.0% | +256+6.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,603 | $177.7 萬 | 1.0% | +598+5.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,320 | $177.4 萬 | 1.0% | +279+3.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 11,490 | $175.8 萬 | 1.0% | +266+2.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,237 | $171.6 萬 | 1.0% | +610+4.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,713 | $158.2 萬 | 0.9% | +119+3.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 12,536 | $157.9 萬 | 0.9% | +376+3.1% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 18,941 | $155.6 萬 | 0.9% | +515+2.8% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 6,460 | $146.8 萬 | 0.8% | +323+5.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 12,799 | $145.7 萬 | 0.8% | +483+3.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,079 | $143.9 萬 | 0.8% | +439+3.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,930 | $140.5 萬 | 0.8% | +142+5.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,178 | $126.0 萬 | 0.7% | +313+6.4% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,927 | $122.0 萬 | 0.7% | −537−4.3% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 31,992 | $119.2 萬 | 0.7% | +1,466+4.8% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,790 | $118.7 萬 | 0.7% | −38−0.4% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,925 | $118.7 萬 | 0.7% | +428+4.1% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 3,719 | $116.3 萬 | 0.7% | +191+5.4% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 11,008 | $114.7 萬 | 0.6% | +314+2.9% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 22,060 | $110.1 萬 | 0.6% | −2,161−8.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 4,302 | $109.9 萬 | 0.6% | +259+6.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,227 | $108.2 萬 | 0.6% | +98+4.6% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 11,414 | $108.0 萬 | 0.6% | +251+2.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,459 | $107.5 萬 | 0.6% | +278+5.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,574 | $95.8 萬 | 0.5% | +39+2.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,242 | $92.5 萬 | 0.5% | +535+4.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,517 | $91.0 萬 | 0.5% | +324+6.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,238 | $87.6 萬 | 0.5% | −1,063−11.4% | 減碼 | – |
| CVXChevron Corp | Stock | 5,835 | $84.5 萬 | 0.5% | +341+6.2% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 8,997 | $83.3 萬 | 0.5% | +431+5.0% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 5,867 | $78.0 萬 | 0.4% | +269+4.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 4,603 | $76.7 萬 | 0.4% | +493+12.0% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,884 | $75.8 萬 | 0.4% | +55+0.8% | 加碼 | – |
| FISVFiserv Inc | Stock | 8,504 | $75.7 萬 | 0.4% | +342+4.2% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 8,232 | $75.5 萬 | 0.4% | +256+3.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,049 | $73.8 萬 | 0.4% | +220+4.6% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 5,987 | $70.4 萬 | 0.4% | +55+0.9% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,067 | $69.3 萬 | 0.4% | +393+4.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,583 | $64.9 萬 | 0.4% | +604+8.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,723 | $63.8 萬 | 0.4% | +295+6.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,286 | $63.6 萬 | 0.4% | +247+8.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 15,625 | $61.3 萬 | 0.3% | +422+2.8% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 5,338 | $60.6 萬 | 0.3% | +305+6.1% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 15,435 | $57.7 萬 | 0.3% | +882+6.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,269 | $56.0 萬 | 0.3% | +269+5.4% | 加碼依 20 比 1 拆股換算 | 歷史 |
| OGEOGE Energy Corp. | COM | 14,099 | $54.4 萬 | 0.3% | +768+5.8% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,319 | $53.4 萬 | 0.3% | +137+2.2% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 19,885 | $51.5 萬 | 0.3% | +857+4.5% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 10,282 | $48.3 萬 | 0.3% | +1,264+14.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 3,643 | $47.1 萬 | 0.3% | +184+5.3% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,787 | $46.4 萬 | 0.3% | +315+7.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,140 | $45.2 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,288 | $44.5 萬 | 0.3% | +200+3.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 808 | $43.9 萬 | 0.2% | +70+9.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 201 | $43.8 萬 | 0.2% | +13+6.9% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,597 | $43.8 萬 | 0.2% | +329+10.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,804 | $41.5 萬 | 0.2% | +121+4.5% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,832 | $38.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 28,969 | $38.4 萬 | 0.2% | +1,764+6.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 174 | $38.1 萬 | 0.2% | +14+8.8% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 4,683 | $37.4 萬 | 0.2% | +375+8.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,221 | $35.1 萬 | 0.2% | +508+6.6% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 12,130 | $34.2 萬 | 0.2% | +1,093+9.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,211 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 16,381 | $32.4 萬 | 0.2% | +1,043+6.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,966 | $31.7 萬 | 0.2% | +183+10.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,708 | $31.6 萬 | 0.2% | +442+8.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,098 | $30.9 萬 | 0.2% | +146+15.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,619 | $29.8 萬 | 0.2% | −960−17.2% | 減碼 | – |
| HRLHormel Foods Corp | COM | 6,256 | $29.6 萬 | 0.2% | +239+4.0% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,636 | $29.1 萬 | 0.2% | +348+15.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,968 | $27.3 萬 | 0.2% | +158+8.7% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 1,779 | $26.5 萬 | 0.1% | +170+10.6% | 加碼 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 5,127 | $24.6 萬 | 0.1% | +745+17.0% | 加碼 | – |
2022 年第 1 季之後清倉（10 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 25,661 | $425.9 萬 | 2.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 111,011 | $425.4 萬 | 2.1% | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 62,975 | $284.3 萬 | 1.4% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 27,304 | $224.7 萬 | 1.1% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 17,851 | $213.6 萬 | 1.1% | – |
| MDTMedtronic plc | Stock | 7,035 | $78.1 萬 | 0.4% | 歷史 |
| ALGNAlign Technology Inc | COM | 677 | $29.5 萬 | 0.1% | 歷史 |
| BMIBadger Meter Inc | COM | 2,368 | $23.6 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,646 | $21.1 萬 | 0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,250 | $20.4 萬 | 0.1% | – |