Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/10 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 123
- 較 2022 年第 3 季 +6
- 總值
- $1.81 億
- 較 2022 年第 3 季 +$1,308 萬 (+7.8%)
| 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 | 37,099 | $1,419 萬 | 7.9% | −9,113−19.7% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 105,603 | $1,024 萬 | 5.7% | −3,258−3.0% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 37,019 | $779.3 萬 | 4.3% | +667+1.8% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,225 | $762.7 萬 | 4.2% | −378−2.1% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 31,347 | $691.8 萬 | 3.8% | −8,106−20.5% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 52,337 | $424.8 萬 | 2.4% | −29,032−35.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 24,217 | $422.2 萬 | 2.3% | +1,315+5.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 30,577 | $415.4 萬 | 2.3% | +30,577 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 45,043 | $394.0 萬 | 2.2% | +18,865+72.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 24,693 | $360.9 萬 | 2.0% | +471+1.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,613 | $306.8 萬 | 1.7% | +87+0.4% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 25,875 | $297.3 萬 | 1.6% | −763−2.9% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 84,347 | $288.5 萬 | 1.6% | +22,722+36.9% | 加碼 | – |
| MCOMoodys Corp | Stock | 10,185 | $283.8 萬 | 1.6% | +460+4.7% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,482 | $244.5 萬 | 1.4% | +242+5.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,025 | $244.5 萬 | 1.4% | +399+8.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,858 | $232.3 萬 | 1.3% | −2,214−8.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,654 | $231.5 萬 | 1.3% | +428+4.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 16,973 | $227.6 萬 | 1.3% | +759+4.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 22,073 | $222.8 萬 | 1.2% | +904+4.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 12,956 | $219.8 萬 | 1.2% | +12,956 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,508 | $218.3 萬 | 1.2% | +1,031+8.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 13,693 | $214.9 萬 | 1.2% | +526+4.0% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,762 | $214.4 萬 | 1.2% | +28,762 | 新進 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 16,306 | $214.1 萬 | 1.2% | −531−3.2% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,769 | $208.8 萬 | 1.2% | +159+1.2% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 19,737 | $207.9 萬 | 1.2% | +677+3.6% | 加碼 | – |
| WMWaste Management Inc | Stock | 12,567 | $197.1 萬 | 1.1% | +534+4.4% | 加碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 47,685 | $193.9 萬 | 1.1% | −6,070−11.3% | 減碼 | – |
| EWEdwards Lifesciences Corp | Stock | 25,865 | $193.0 萬 | 1.1% | +1,513+6.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 29,148 | $191.3 萬 | 1.1% | +481+1.7% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 9,220 | $190.9 萬 | 1.1% | +466+5.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 7,411 | $182.6 萬 | 1.0% | +535+7.8% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 15,566 | $182.1 萬 | 1.0% | +782+5.3% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 20,491 | $180.7 萬 | 1.0% | +762+3.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 35,409 | $168.1 萬 | 0.9% | +1,289+3.8% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 36,027 | $166.7 萬 | 0.9% | +2,274+6.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 14,318 | $165.5 萬 | 0.9% | +868+6.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 3,825 | $160.8 萬 | 0.9% | −40−1.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,032 | $158.4 萬 | 0.9% | +439+7.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,394 | $154.9 萬 | 0.9% | +196+6.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,548 | $142.5 萬 | 0.8% | +158+6.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 12,245 | $134.4 萬 | 0.7% | +676+5.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,254 | $129.9 萬 | 0.7% | +381+6.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,928 | $124.4 萬 | 0.7% | +486+7.5% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 12,460 | $121.9 萬 | 0.7% | +517+4.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,766 | $120.7 萬 | 0.7% | +782+5.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,698 | $120.3 萬 | 0.7% | +53+3.2% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 4,261 | $119.4 萬 | 0.7% | +292+7.4% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 6,723 | $116.7 萬 | 0.6% | +404+6.4% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 12,078 | $112.3 萬 | 0.6% | +540+4.7% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,528 | $110.4 萬 | 0.6% | −284−2.4% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,318 | $108.8 萬 | 0.6% | −374−3.5% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 5,024 | $106.4 萬 | 0.6% | +331+7.1% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 20,707 | $104.2 萬 | 0.6% | −1,270−5.8% | 減碼 | – |
| FISVFiserv Inc | Stock | 10,092 | $102.0 萬 | 0.6% | +574+6.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,514 | $99.6 萬 | 0.6% | +425+8.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,958 | $98.8 萬 | 0.5% | +869+10.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,764 | $94.5 萬 | 0.5% | +259+4.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 3,850 | $93.3 萬 | 0.5% | +245+6.8% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 10,168 | $92.7 萬 | 0.5% | +658+6.9% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 5,989 | $89.8 萬 | 0.5% | +370+6.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,227 | $82.6 萬 | 0.5% | +325+5.5% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,989 | $76.8 萬 | 0.4% | −36,641−84.0% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 5,542 | $75.2 萬 | 0.4% | +375+7.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,306 | $71.1 萬 | 0.4% | +94+1.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,316 | $66.8 萬 | 0.4% | +406+4.1% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 6,121 | $66.8 萬 | 0.4% | +392+6.8% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 16,861 | $66.7 萬 | 0.4% | +1,033+6.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,053 | $63.9 萬 | 0.4% | −1,597−20.9% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 8,962 | $60.8 萬 | 0.3% | +406+4.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 16,866 | $59.0 萬 | 0.3% | +210+1.3% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,806 | $57.1 萬 | 0.3% | +157+2.4% | 加碼 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 22,684 | $56.9 萬 | 0.3% | +991+4.6% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 5,728 | $53.9 萬 | 0.3% | +445+8.4% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 33,630 | $53.7 萬 | 0.3% | +2,183+6.9% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 4,352 | $53.2 萬 | 0.3% | +546+14.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 955 | $52.6 萬 | 0.3% | +83+9.5% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,200 | $50.6 萬 | 0.3% | +66+2.1% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 13,318 | $50.2 萬 | 0.3% | +1,737+15.0% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,133 | $49.6 萬 | 0.3% | +118+2.9% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 6,909 | $48.4 萬 | 0.3% | +195+2.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,481 | $46.0 萬 | 0.3% | −817−13.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 3,530 | $45.7 萬 | 0.3% | +647+22.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,541 | $45.5 萬 | 0.3% | +416+4.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,018 | $42.3 萬 | 0.2% | −617−3.7% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,466 | $42.3 萬 | 0.2% | +264+22.0% | 加碼 | 歷史 |
| KIMKimco Realty Corp | COM | 19,872 | $42.1 萬 | 0.2% | +1,236+6.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,698 | $41.5 萬 | 0.2% | +38+0.8% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 14,707 | $41.1 萬 | 0.2% | +1,282+9.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,656 | $40.3 萬 | 0.2% | −536−16.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,211 | $37.4 萬 | 0.2% | −428−26.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,403 | $37.2 萬 | 0.2% | +142+11.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,151 | $36.8 萬 | 0.2% | +286+7.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 853 | $36.6 萬 | 0.2% | +132+18.3% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 5,882 | $36.1 萬 | 0.2% | +431+7.9% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,832 | $35.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 2,361 | $34.9 萬 | 0.2% | +243+11.5% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 6,779 | $33.9 萬 | 0.2% | +705+11.6% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 7,227 | $32.9 萬 | 0.2% | +351+5.1% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（3 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。