Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 124
- 較 2023 年第 1 季 +3
- 總值
- $2.28 億
- 較 2023 年第 1 季 +$2,388 萬 (+11.7%)
| 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 | 103,603 | $4,593 萬 | 20.1% | +36,469+54.3% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 100,086 | $980.3 萬 | 4.3% | −883−0.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,349 | $818.5 萬 | 3.6% | −5,729−22.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,991 | $575.0 萬 | 2.5% | −1,683−7.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 23,812 | $461.9 萬 | 2.0% | +940+4.1% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,075 | $460.0 萬 | 2.0% | −33,885−65.2% | 減碼 | – |
| MCOMoodys Corp | Stock | 13,091 | $455.2 萬 | 2.0% | +889+7.3% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 59,946 | $434.6 萬 | 1.9% | −29,798−33.2% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 27,368 | $395.6 萬 | 1.7% | +1,406+5.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 23,346 | $339.5 萬 | 1.5% | +2,080+9.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,077 | $331.7 萬 | 1.5% | +19,077 | 新進 | – |
| LRCXLam Research Corp | COM | 5,107 | $328.3 萬 | 1.4% | +497+10.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,623 | $319.8 萬 | 1.4% | +11,623 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 3,594 | $311.7 萬 | 1.4% | +551+18.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,692 | $306.4 萬 | 1.3% | +1,426+33.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 15,214 | $306.0 萬 | 1.3% | +1,041+7.3% | 加碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 31,437 | $303.8 萬 | 1.3% | +31,437 | 新進 | – |
| LMTLockheed Martin Corp | Stock | 6,429 | $296.0 萬 | 1.3% | +908+16.4% | 加碼 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 35,686 | $295.7 萬 | 1.3% | +9,517+36.4% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 35,301 | $286.2 萬 | 1.3% | +23,676+203.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,387 | $285.6 萬 | 1.3% | +981+13.2% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 22,075 | $280.3 萬 | 1.2% | +22,075 | 新進 | – |
| EWEdwards Lifesciences Corp | Stock | 29,135 | $274.8 萬 | 1.2% | +2,338+8.7% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,747 | $255.7 萬 | 1.1% | +842+6.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,894 | $238.1 萬 | 1.0% | −35,717−59.9% | 減碼 | – |
| RTXRTX Corp | Stock | 24,268 | $237.7 萬 | 1.0% | +1,537+6.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,069 | $231.1 萬 | 1.0% | +457+9.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 42,091 | $227.7 萬 | 1.0% | +4,301+11.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,819 | $226.6 萬 | 1.0% | +2,295+15.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,392 | $212.6 萬 | 0.9% | +837+8.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,483 | $202.6 萬 | 0.9% | +5,483 | 新進 | – |
| ORCLOracle Corp | Stock | 16,602 | $197.7 萬 | 0.9% | +1,332+8.7% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 22,537 | $195.1 萬 | 0.9% | +1,474+7.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 8,914 | $188.3 萬 | 0.8% | +2,138+31.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,259 | $179.5 萬 | 0.8% | +189+1.2% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,365 | $177.1 萬 | 0.8% | +526+3.5% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 33,490 | $174.1 萬 | 0.8% | +9,064+37.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 43,096 | $170.5 萬 | 0.7% | +12,035+38.7% | 加碼 | – |
| CMICummins Inc | Stock | 6,873 | $168.5 萬 | 0.7% | +1,889+37.9% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 12,739 | $160.7 萬 | 0.7% | +2,118+19.9% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,380 | $158.2 萬 | 0.7% | +837+5.4% | 加碼 | – |
| DFSDiscover Financial Services | COM | 13,005 | $152.0 萬 | 0.7% | +167+1.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,810 | $151.2 萬 | 0.7% | +849+14.2% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 13,513 | $151.2 萬 | 0.7% | +450+3.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,360 | $151.0 萬 | 0.7% | +734+13.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 13,027 | $148.4 萬 | 0.6% | +2,700+26.1% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 19,701 | $147.9 萬 | 0.6% | −2,855−12.7% | 減碼 | – |
| PSAPublic Storage | COM | 5,007 | $146.2 萬 | 0.6% | +526+11.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,225 | $145.2 萬 | 0.6% | +1,732+23.1% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 12,659 | $140.1 萬 | 0.6% | +1,285+11.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 7,128 | $138.9 萬 | 0.6% | +887+14.2% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 7,959 | $134.7 萬 | 0.6% | +826+11.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 12,546 | $134.6 萬 | 0.6% | +1,834+17.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 19,080 | $133.5 萬 | 0.6% | −2,905−13.2% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 7,183 | $133.0 萬 | 0.6% | +1,241+20.9% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 39,537 | $132.2 萬 | 0.6% | +11,886+43.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,497 | $126.0 萬 | 0.6% | +1,223+23.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 10,614 | $116.1 萬 | 0.5% | −1,847−14.8% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 5,539 | $113.4 萬 | 0.5% | +846+18.0% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 6,821 | $103.9 萬 | 0.5% | +569+9.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,413 | $97.7 萬 | 0.4% | −40−2.8% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,979 | $96.5 萬 | 0.4% | +62+0.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,317 | $95.2 萬 | 0.4% | +545+19.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,327 | $95.0 萬 | 0.4% | −17,316−76.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,675 | $94.6 萬 | 0.4% | +695+8.7% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,734 | $94.5 萬 | 0.4% | −580−6.2% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 6,198 | $85.6 萬 | 0.4% | +379+6.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,408 | $83.5 萬 | 0.4% | +559+9.6% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 17,740 | $83.0 萬 | 0.4% | +3,219+22.2% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 22,684 | $81.5 萬 | 0.4% | +4,519+24.9% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,641 | $81.4 萬 | 0.4% | +250+3.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,498 | $80.6 萬 | 0.4% | +219+9.6% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 6,991 | $78.3 萬 | 0.3% | +602+9.4% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 8,076 | $77.1 萬 | 0.3% | +245+3.1% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,382 | $76.7 萬 | 0.3% | +264+8.5% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 9,227 | $74.9 萬 | 0.3% | −15,896−63.3% | 減碼 | – |
| CMCSAComcast Corp | Stock | 17,880 | $74.3 萬 | 0.3% | +684+4.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,104 | $74.0 萬 | 0.3% | +446+26.9% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 6,515 | $72.0 萬 | 0.3% | −175−2.6% | 減碼 | – |
| EAElectronic Arts Inc. | COM | 5,384 | $69.8 萬 | 0.3% | +703+15.0% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 38,823 | $65.2 萬 | 0.3% | +3,549+10.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,724 | $59.0 萬 | 0.3% | +209+13.8% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 11,708 | $57.7 萬 | 0.3% | −6−0.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,170 | $56.8 萬 | 0.2% | +218+11.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,729 | $55.5 萬 | 0.2% | +803+8.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,059 | $55.3 萬 | 0.2% | +39+3.8% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 17,983 | $55.2 萬 | 0.2% | +2,376+15.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,751 | $50.7 萬 | 0.2% | −644−11.9% | 減碼 | – |
| XELXcel Energy Inc | Stock | 7,588 | $47.2 萬 | 0.2% | +461+6.5% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 3,246 | $46.6 萬 | 0.2% | +496+18.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,631 | $43.9 萬 | 0.2% | +490+15.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,398 | $40.7 萬 | 0.2% | +276+8.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,665 | $40.4 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,180 | $40.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 822 | $40.2 萬 | 0.2% | +43+5.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,205 | $38.4 萬 | 0.2% | −333−13.1% | 減碼 | 歷史 |
| ESEversource Energy | Stock | 5,381 | $38.2 萬 | 0.2% | −1,584−22.7% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 997 | $35.3 萬 | 0.2% | +26+2.7% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 2,368 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,077 | $34.8 萬 | 0.2% | +306+5.3% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（7 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287374 | NORTH AMERN NAT | 95,692 | $374.8 萬 | 1.8% | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 34,809 | $369.7 萬 | 1.8% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 26,213 | $359.2 萬 | 1.8% | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,968 | $212.7 萬 | 1.0% | – |
| MMM3M Co | Stock | 4,278 | $45.0 萬 | 0.2% | 歷史 |
| PFSProvident Financial Services Inc | COM | 14,292 | $27.4 萬 | 0.1% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 471 | $21.6 萬 | 0.1% | 歷史 |