Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 121
- 較 2022 年第 4 季 −2
- 總值
- $2.04 億
- 較 2022 年第 4 季 +$2,375 萬 (+13.1%)
| 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 | 67,134 | $2,748 萬 | 13.4% | +30,035+81.0% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 51,960 | $1,223 萬 | 6.0% | +20,613+65.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 100,969 | $1,006 萬 | 4.9% | −4,634−4.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 25,078 | $696.6 萬 | 3.4% | +385+1.6% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 89,744 | $641.8 萬 | 3.1% | +60,596+207.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 23,674 | $592.2 萬 | 2.9% | +23,674 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 59,611 | $576.4 萬 | 2.8% | +59,611 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 22,643 | $414.9 萬 | 2.0% | +9,687+74.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,872 | $377.2 萬 | 1.8% | −741−3.1% | 減碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 95,692 | $374.8 萬 | 1.8% | +48,007+100.7% | 加碼 | – |
| MCOMoodys Corp | Stock | 12,202 | $373.4 萬 | 1.8% | +2,017+19.8% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 34,809 | $369.7 萬 | 1.8% | +15,072+76.4% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 26,213 | $359.2 萬 | 1.8% | +24,617+1,542.4% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 25,962 | $318.9 萬 | 1.6% | +2,104+8.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,266 | $277.1 萬 | 1.4% | +4,293+25.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,521 | $261.0 萬 | 1.3% | +496+9.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 4,610 | $244.4 萬 | 1.2% | +785+20.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 14,173 | $242.8 萬 | 1.2% | +480+3.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,524 | $231.5 萬 | 1.1% | +1,016+7.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 13,905 | $226.9 萬 | 1.1% | +1,338+10.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 22,731 | $222.6 萬 | 1.1% | +658+3.0% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 26,797 | $221.7 萬 | 1.1% | +932+3.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,406 | $213.5 萬 | 1.0% | −2,248−23.3% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,612 | $212.9 萬 | 1.0% | +130+2.9% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,968 | $212.7 萬 | 1.0% | +199+1.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 4,266 | $212.0 萬 | 1.0% | +872+25.7% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 26,169 | $211.1 萬 | 1.0% | +26,169 | 新進 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,123 | $208.1 萬 | 1.0% | −19,920−44.2% | 減碼 | – |
| NKENIKE, Inc. | Stock | 16,070 | $197.1 萬 | 1.0% | +504+3.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,043 | $195.2 萬 | 1.0% | +495+19.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,555 | $192.3 萬 | 0.9% | +335+3.6% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 37,790 | $189.1 萬 | 0.9% | +1,763+4.9% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 21,063 | $175.2 萬 | 0.9% | +572+2.8% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 14,839 | $174.6 萬 | 0.9% | −11,036−42.7% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 22,556 | $170.4 萬 | 0.8% | +22,556 | 新進 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 15,543 | $154.1 萬 | 0.8% | +4,015+34.8% | 加碼 | – |
| PAYXPaychex Inc | Stock | 13,063 | $149.7 萬 | 0.7% | −1,255−8.8% | 減碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 21,985 | $147.5 萬 | 0.7% | +17,832+429.4% | 加碼 | – |
| AMGNAmgen Inc | Stock | 5,961 | $144.1 萬 | 0.7% | −71−1.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 15,270 | $141.9 萬 | 0.7% | +504+3.4% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 4,481 | $135.4 萬 | 0.7% | +220+5.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,776 | $135.4 萬 | 0.7% | +549+8.8% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 11,374 | $134.2 萬 | 0.7% | +1,206+11.9% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 12,838 | $126.9 萬 | 0.6% | +378+3.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,626 | $126.9 萬 | 0.6% | −628−10.0% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 6,241 | $123.1 萬 | 0.6% | +477+8.3% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,061 | $122.6 萬 | 0.6% | +31,061 | 新進 | – |
| CVXChevron Corp | Stock | 7,493 | $122.3 萬 | 0.6% | +565+8.2% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 24,426 | $120.5 萬 | 0.6% | −10,983−31.0% | 減碼 | – |
| FISVFiserv Inc | Stock | 10,621 | $120.0 萬 | 0.6% | +529+5.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 12,461 | $119.8 萬 | 0.6% | +383+3.2% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 7,133 | $119.3 萬 | 0.6% | +410+6.1% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 4,984 | $119.1 萬 | 0.6% | +1,134+29.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,712 | $117.5 萬 | 0.6% | +1,754+19.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 5,942 | $108.3 萬 | 0.5% | +428+7.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 5,274 | $107.8 萬 | 0.5% | +250+5.0% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 9,314 | $102.1 萬 | 0.5% | −1,004−9.7% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 10,327 | $101.2 萬 | 0.5% | +11+0.1% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 6,252 | $98.5 萬 | 0.5% | +263+4.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,453 | $97.2 萬 | 0.5% | −245−14.4% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,625 | $95.5 萬 | 0.5% | −40,712−77.8% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,917 | $95.3 萬 | 0.5% | −1,790−8.6% | 減碼 | – |
| INTCIntel Corp | Stock | 27,651 | $90.3 萬 | 0.4% | +11,633+72.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,693 | $87.5 萬 | 0.4% | +1,493+46.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,980 | $80.8 萬 | 0.4% | −4,265−34.8% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,391 | $79.7 萬 | 0.4% | +85+1.3% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,819 | $78.1 萬 | 0.4% | +277+5.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 7,831 | $74.8 萬 | 0.4% | +2,103+36.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,279 | $74.6 萬 | 0.4% | +2,279 | 新進 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,690 | $73.9 萬 | 0.4% | −299−4.3% | 減碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 6,389 | $72.1 萬 | 0.4% | +268+4.4% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 18,165 | $68.4 萬 | 0.3% | +1,304+7.7% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,118 | $66.1 萬 | 0.3% | −4,293−57.9% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 17,196 | $65.2 萬 | 0.3% | +330+2.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 5,849 | $60.4 萬 | 0.3% | +368+6.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,020 | $58.8 萬 | 0.3% | +65+6.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,772 | $58.7 萬 | 0.3% | +583+26.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,395 | $58.1 萬 | 0.3% | −658−10.9% | 減碼 | – |
| iShares Tr46435G672 | CORE INTL AGGR | 11,714 | $57.3 萬 | 0.3% | +11,714 | 新進 | – |
| EAElectronic Arts Inc. | COM | 4,681 | $56.4 萬 | 0.3% | +329+7.6% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 35,274 | $56.2 萬 | 0.3% | +1,644+4.9% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 14,521 | $55.3 萬 | 0.3% | +1,203+9.0% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 6,965 | $54.5 萬 | 0.3% | +159+2.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,658 | $52.2 萬 | 0.3% | +192+13.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,926 | $51.9 萬 | 0.3% | +385+4.0% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 7,127 | $48.1 萬 | 0.2% | +218+3.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,278 | $45.0 萬 | 0.2% | +145+3.5% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 15,607 | $42.8 萬 | 0.2% | +900+6.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,538 | $41.9 萬 | 0.2% | +177+7.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,952 | $40.5 萬 | 0.2% | +1,952 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,657 | $39.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,515 | $38.7 萬 | 0.2% | +112+8.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,180 | $36.4 萬 | 0.2% | −31−2.6% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,832 | $36.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 6,240 | $34.9 萬 | 0.2% | +358+6.1% | 加碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 5,771 | $34.8 萬 | 0.2% | +236+4.3% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 2,750 | $34.3 萬 | 0.2% | +212+8.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,141 | $32.7 萬 | 0.2% | −1,010−24.3% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 971 | $32.4 萬 | 0.2% | +971 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,122 | $32.4 萬 | 0.2% | −1,576−33.5% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（13 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287622 | RUS 1000 ETF | 37,019 | $779.3 萬 | 4.3% | – |
| iShares Russell 2000 ETF464287655 | ETF | 24,217 | $422.2 萬 | 2.3% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 30,577 | $415.4 萬 | 2.3% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 84,347 | $288.5 萬 | 1.6% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,762 | $214.4 萬 | 1.2% | – |
| iShares Tr464287556 | ISHARES BIOTECH | 16,306 | $214.1 萬 | 1.2% | – |
| FISFidelity National Information Services, Inc. | Stock | 8,962 | $60.8 萬 | 0.3% | 歷史 |
| HRLHormel Foods Corp | COM | 7,227 | $32.9 萬 | 0.2% | 歷史 |
| DTEDte Energy Co | COM | 2,310 | $27.2 萬 | 0.2% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,197 | $24.9 萬 | 0.1% | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,894 | $22.8 萬 | 0.1% | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,665 | $22.0 萬 | 0.1% | – |
| BXPBXP, Inc. | COM | 2,990 | $20.2 萬 | 0.1% | 歷史 |