Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 125
- 較 2023 年第 2 季 +1
- 總值
- $2.22 億
- 較 2023 年第 2 季 −$593.8 萬 (−2.6%)
| 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 | 103,675 | $4,432 萬 | 19.9% | +72+0.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 99,594 | $936.6 萬 | 4.2% | −492−0.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 15,863 | $690.0 萬 | 3.1% | −3,486−18.0% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,053 | $450.1 萬 | 2.0% | −3,938−17.9% | 減碼 | – |
| MCOMoodys Corp | Stock | 13,909 | $439.7 萬 | 2.0% | +818+6.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 61,602 | $424.6 萬 | 1.9% | +1,656+2.8% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 16,590 | $406.6 萬 | 1.8% | −1,485−8.2% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 28,520 | $394.9 萬 | 1.8% | +1,152+4.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 22,457 | $384.5 萬 | 1.7% | −1,355−5.7% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 45,647 | $369.6 萬 | 1.7% | +10,346+29.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 25,042 | $363.2 萬 | 1.6% | +1,696+7.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,368 | $359.8 萬 | 1.6% | +676+11.9% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 5,509 | $345.3 萬 | 1.6% | +402+7.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 15,973 | $340.7 萬 | 1.5% | +759+5.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,035 | $335.2 萬 | 1.5% | +441+12.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,301 | $298.6 萬 | 1.3% | +872+13.6% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 32,259 | $291.6 萬 | 1.3% | +23,032+249.6% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 10,763 | $286.3 萬 | 1.3% | −860−7.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 19,144 | $285.4 萬 | 1.3% | +2,325+13.8% | 加碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 67,622 | $281.2 萬 | 1.3% | +67,622 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,387 | $275.3 萬 | 1.2% | +21,387 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,488 | $268.3 萬 | 1.2% | +2,005+36.6% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 53,095 | $264.6 萬 | 1.2% | +19,605+58.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,232 | $259.9 萬 | 1.2% | −155−1.8% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 45,356 | $239.5 萬 | 1.1% | +3,265+7.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,420 | $238.6 萬 | 1.1% | +351+6.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,388 | $234.6 萬 | 1.1% | +641+4.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 24,031 | $226.7 萬 | 1.0% | +137+0.6% | 加碼 | – |
| OSKOshkosh Corp | COM | 23,594 | $225.2 萬 | 1.0% | +1,057+4.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,008 | $224.2 萬 | 1.0% | +616+5.9% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 30,898 | $214.1 萬 | 1.0% | +1,763+6.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,388 | $210.6 萬 | 0.9% | +1,474+16.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,662 | $205.9 萬 | 0.9% | +852+12.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,377 | $191.8 萬 | 0.9% | +2,152+23.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,837 | $188.9 萬 | 0.8% | +1,235+7.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,081 | $181.7 萬 | 0.8% | −7,996−41.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 14,552 | $171.1 萬 | 0.8% | +2,006+16.0% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,013 | $169.9 萬 | 0.8% | −352−2.3% | 減碼 | – |
| CMICummins Inc | Stock | 7,314 | $167.1 萬 | 0.8% | +441+6.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,126 | $163.9 萬 | 0.7% | +766+12.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 14,195 | $163.7 萬 | 0.7% | +682+5.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 17,089 | $163.4 萬 | 0.7% | +830+5.1% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 14,020 | $158.4 萬 | 0.7% | +1,281+10.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 14,851 | $152.7 萬 | 0.7% | +1,824+14.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 41,905 | $149.0 萬 | 0.7% | +2,368+6.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,155 | $148.0 萬 | 0.7% | −225−1.4% | 減碼 | – |
| PSAPublic Storage | COM | 5,388 | $142.0 萬 | 0.6% | +381+7.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 8,069 | $141.3 萬 | 0.6% | +941+13.2% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 18,943 | $139.6 萬 | 0.6% | −758−3.8% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,230 | $139.5 萬 | 0.6% | +1,047+14.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,975 | $139.4 萬 | 0.6% | +1,436+25.9% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 13,654 | $134.6 萬 | 0.6% | +995+7.9% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 8,833 | $127.5 萬 | 0.6% | +874+11.0% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 7,524 | $124.9 萬 | 0.6% | +703+10.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 18,340 | $124.3 萬 | 0.6% | −740−3.9% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 7,169 | $117.9 萬 | 0.5% | +672+10.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 11,148 | $108.2 萬 | 0.5% | +534+5.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,564 | $107.0 萬 | 0.5% | +247+7.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,479 | $95.6 萬 | 0.4% | +66+4.7% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,378 | $93.5 萬 | 0.4% | −601−3.2% | 減碼 | – |
| OGEOGE Energy Corp. | COM | 27,166 | $90.5 萬 | 0.4% | +4,482+19.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,346 | $90.5 萬 | 0.4% | +671+7.7% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 21,728 | $90.3 萬 | 0.4% | +3,988+22.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,530 | $88.0 萬 | 0.4% | +426+20.2% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 7,193 | $88.0 萬 | 0.4% | −14,882−67.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,916 | $87.9 萬 | 0.4% | +508+7.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,685 | $86.9 萬 | 0.4% | +187+7.5% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,515 | $86.9 萬 | 0.4% | −219−2.5% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 6,874 | $83.1 萬 | 0.4% | +676+10.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 21,752 | $82.6 萬 | 0.4% | −21,344−49.5% | 減碼 | – |
| CMCSAComcast Corp | Stock | 18,563 | $82.3 萬 | 0.4% | +683+3.8% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 7,521 | $78.9 萬 | 0.4% | +530+7.6% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 8,920 | $78.0 萬 | 0.4% | +844+10.5% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 6,881 | $77.2 萬 | 0.3% | +240+3.6% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 43,480 | $75.5 萬 | 0.3% | +4,657+12.0% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,105 | $73.5 萬 | 0.3% | +721+13.4% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 3,574 | $70.4 萬 | 0.3% | +192+5.7% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 20,470 | $67.9 萬 | 0.3% | +2,487+13.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,094 | $65.0 萬 | 0.3% | +1,365+12.7% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 3,565 | $59.4 萬 | 0.3% | +319+9.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,322 | $58.1 萬 | 0.3% | +152+7.0% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 5,254 | $58.0 萬 | 0.3% | −1,261−19.4% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,141 | $57.8 萬 | 0.3% | +82+7.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,966 | $57.5 萬 | 0.3% | +242+14.0% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 11,345 | $55.3 萬 | 0.2% | −363−3.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,149 | $54.7 萬 | 0.2% | +518+14.3% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,124 | $52.3 萬 | 0.2% | +1,417+52.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,713 | $48.6 萬 | 0.2% | +315+9.3% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,604 | $47.2 萬 | 0.2% | −147−3.1% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 916 | $46.7 萬 | 0.2% | +94+11.4% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 7,983 | $45.7 萬 | 0.2% | +395+5.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,843 | $42.1 萬 | 0.2% | −18,425−75.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,123 | $39.3 萬 | 0.2% | −57−4.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,646 | $38.6 萬 | 0.2% | −19−0.7% | 減碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 1,877 | $37.1 萬 | 0.2% | +213+12.8% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,404 | $35.9 萬 | 0.2% | +199+9.0% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 7,825 | $35.5 萬 | 0.2% | +1,232+18.7% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 1,986 | $34.5 萬 | 0.2% | +218+12.3% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,040 | $34.3 萬 | 0.2% | +520+11.5% | 加碼 | 歷史 |
| BMIBadger Meter Inc | COM | 2,368 | $34.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 31,437 | $303.8 萬 | 1.3% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 35,686 | $295.7 萬 | 1.3% | – |
| GLDSPDR Gold Trust | ETF | 5,327 | $95.0 萬 | 0.4% | 歷史 |
| SAICScience Applications International Corp | COM | 1,909 | $21.5 萬 | 0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 2,275 | $21.4 萬 | 0.1% | 歷史 |