Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/10 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 117
- 較 2022 年第 2 季 +2
- 總值
- $1.68 億
- 較 2022 年第 2 季 −$970.5 萬 (−5.5%)
| 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 | 46,212 | $1,651 萬 | 9.8% | +9,436+25.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 108,861 | $1,049 萬 | 6.3% | −285−0.3% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 39,453 | $816.8 萬 | 4.9% | −15,074−27.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 36,352 | $717.3 萬 | 4.3% | +142+0.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,603 | $707.0 萬 | 4.2% | +4,779+37.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 81,369 | $660.8 萬 | 3.9% | −47,079−36.7% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 43,630 | $479.9 萬 | 2.9% | +36,746+533.8% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 46,763 | $379.4 萬 | 2.3% | −1,021−2.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 22,902 | $377.7 萬 | 2.3% | +9,951+76.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,526 | $325.1 萬 | 1.9% | −2,169−8.4% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 26,638 | $304.4 萬 | 1.8% | −110−0.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 24,222 | $294.0 萬 | 1.8% | +393+1.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 9,725 | $236.4 萬 | 1.4% | +344+3.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,226 | $214.9 萬 | 1.3% | +584+6.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 26,072 | $213.6 萬 | 1.3% | +667+2.6% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 24,352 | $201.2 萬 | 1.2% | +1,098+4.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,240 | $199.4 萬 | 1.2% | +206+5.1% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 16,837 | $196.9 萬 | 1.2% | +16,837 | 新進 | – |
| WMWaste Management Inc | Stock | 12,033 | $192.8 萬 | 1.2% | +543+4.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 26,178 | $188.5 萬 | 1.1% | −6,020−18.7% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 61,625 | $187.1 萬 | 1.1% | +61,625 | 新進 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 53,755 | $186.9 萬 | 1.1% | +248+0.5% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,610 | $185.1 萬 | 1.1% | +13,610 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,060 | $183.1 萬 | 1.1% | +19,060 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 4,626 | $178.7 萬 | 1.1% | +329+7.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 13,167 | $175.6 萬 | 1.0% | +631+5.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 21,169 | $173.3 萬 | 1.0% | +779+3.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,754 | $170.5 萬 | 1.0% | +434+5.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,214 | $169.4 萬 | 1.0% | +977+6.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,477 | $167.5 萬 | 1.0% | +874+7.5% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 28,667 | $160.6 萬 | 1.0% | −56,155−66.2% | 減碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 34,120 | $151.1 萬 | 0.9% | −30,392−47.1% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,198 | $151.0 萬 | 0.9% | +268+9.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 13,450 | $150.9 萬 | 0.9% | +651+5.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 6,876 | $144.1 萬 | 0.9% | +416+6.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,865 | $141.5 萬 | 0.8% | +152+4.1% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 19,729 | $138.7 萬 | 0.8% | +788+4.2% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 33,753 | $130.7 萬 | 0.8% | +1,761+5.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 5,593 | $126.1 萬 | 0.8% | +415+8.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 14,784 | $122.9 萬 | 0.7% | +705+5.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 3,969 | $116.2 萬 | 0.7% | +250+6.7% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,812 | $113.4 萬 | 0.7% | −115−1.0% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 11,569 | $111.9 萬 | 0.7% | +644+5.9% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 21,977 | $110.5 萬 | 0.7% | −83−0.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,692 | $109.5 萬 | 0.7% | −98−0.9% | 減碼 | – |
| DFSDiscover Financial Services | COM | 11,943 | $108.6 萬 | 0.6% | +529+4.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 11,538 | $106.3 萬 | 0.6% | +530+4.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,390 | $106.1 萬 | 0.6% | +163+7.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,873 | $104.3 萬 | 0.6% | +414+7.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 4,693 | $100.8 萬 | 0.6% | +391+9.1% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 6,319 | $94.4 萬 | 0.6% | +452+7.7% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,619 | $93.2 萬 | 0.6% | +5,619 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 6,442 | $92.5 萬 | 0.6% | +607+10.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,645 | $90.5 萬 | 0.5% | +71+4.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 9,518 | $89.1 萬 | 0.5% | +1,014+11.9% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 13,984 | $85.4 萬 | 0.5% | +742+5.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,902 | $84.9 萬 | 0.5% | +385+7.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,089 | $83.1 萬 | 0.5% | +486+10.6% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 9,510 | $81.1 萬 | 0.5% | +513+5.7% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,650 | $78.5 萬 | 0.5% | −588−7.1% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 5,505 | $76.7 萬 | 0.5% | +456+9.0% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,605 | $73.4 萬 | 0.4% | +319+9.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,298 | $71.2 萬 | 0.4% | +1,029+19.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,089 | $70.6 萬 | 0.4% | +506+6.7% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 8,556 | $64.7 萬 | 0.4% | +324+3.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,212 | $63.1 萬 | 0.4% | +225+3.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,910 | $62.8 萬 | 0.4% | +843+9.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,954 | $62.1 萬 | 0.4% | +2,954 | 新進 | – |
| TROWPrice T Rowe Group Inc | Stock | 5,729 | $60.2 萬 | 0.4% | +391+7.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,167 | $58.1 萬 | 0.3% | +444+9.4% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 15,828 | $57.7 萬 | 0.3% | +1,729+12.3% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,649 | $51.8 萬 | 0.3% | +330+5.2% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 21,693 | $49.7 萬 | 0.3% | +1,808+9.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 16,656 | $48.9 萬 | 0.3% | +1,031+6.6% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 5,283 | $47.6 萬 | 0.3% | +496+10.4% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,134 | $46.2 萬 | 0.3% | +330+11.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,660 | $44.6 萬 | 0.3% | +640+15.9% | 加碼依 20 比 1 拆股換算 | 歷史 |
| MMM3M Co | Stock | 4,015 | $44.4 萬 | 0.3% | +372+10.2% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 872 | $44.2 萬 | 0.3% | +64+7.9% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,806 | $44.0 萬 | 0.3% | +209+5.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,639 | $43.8 萬 | 0.3% | +428+35.3% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,714 | $43.0 萬 | 0.3% | +426+6.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,635 | $42.9 萬 | 0.3% | +1,200+7.8% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 11,581 | $41.5 萬 | 0.2% | +1,299+12.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,192 | $40.3 萬 | 0.2% | +52+1.7% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 13,425 | $39.6 萬 | 0.2% | +1,295+10.7% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 5,451 | $37.7 萬 | 0.2% | +768+16.4% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 31,447 | $37.7 萬 | 0.2% | +2,478+8.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,865 | $37.2 萬 | 0.2% | +385+11.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,125 | $36.5 萬 | 0.2% | +904+11.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,202 | $34.8 萬 | 0.2% | +104+9.5% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,832 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KIMKimco Realty Corp | COM | 18,636 | $34.3 萬 | 0.2% | +2,255+13.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 2,883 | $32.2 萬 | 0.2% | +247+9.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,181 | $31.3 萬 | 0.2% | +101+9.4% | 加碼依 3 比 1 拆股換算 | 歷史 |
| HRLHormel Foods Corp | COM | 6,876 | $31.2 萬 | 0.2% | +620+9.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,074 | $30.4 萬 | 0.2% | +366+6.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,118 | $28.6 萬 | 0.2% | +150+7.6% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,484 | $28.4 萬 | 0.2% | −135−2.9% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,055 | $27.9 萬 | 0.2% | +89+4.5% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（6 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 23,696 | $399.2 萬 | 2.3% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 16,448 | $210.9 萬 | 1.2% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 25,963 | $191.1 萬 | 1.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,853 | $188.6 萬 | 1.1% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 25,775 | $186.0 萬 | 1.0% | – |
| ADBEAdobe Inc. | Stock | 629 | $23.0 萬 | 0.1% | 歷史 |