Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/9 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 147
- 較 2023 年第 4 季 +18
- 總值
- $2.85 億
- 較 2023 年第 4 季 +$3,420 萬 (+13.6%)
| 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 | 83,520 | $4,369 萬 | 15.3% | −13,881−14.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,197 | $1,012 萬 | 3.5% | −4,774−29.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 77,656 | $760.6 萬 | 2.7% | +3,213+4.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 83,260 | $664.9 萬 | 2.3% | −1,924−2.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 4,334 | $574.4 萬 | 2.0% | −450−9.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 87,038 | $528.7 萬 | 1.9% | −1,262−1.4% | 減碼依 5 比 1 拆股換算 | – |
| JPMJPMorgan Chase & Co | Stock | 25,433 | $509.4 萬 | 1.8% | −1,234−4.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,763 | $494.9 萬 | 1.7% | +3,022+34.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 15,740 | $492.1 萬 | 1.7% | −749−4.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,108 | $476.6 萬 | 1.7% | −5,799−20.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,436 | $471.5 萬 | 1.7% | −409−6.0% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 4,798 | $466.1 萬 | 1.6% | −993−17.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 11,353 | $446.2 萬 | 1.6% | −3,140−21.7% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,696 | $411.0 萬 | 1.4% | −1,023−7.0% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 13,413 | $404.0 萬 | 1.4% | +2,013+17.7% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 21,627 | $390.4 萬 | 1.4% | +5,316+32.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,214 | $373.6 萬 | 1.3% | +319+4.0% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 90,174 | $370.4 萬 | 1.3% | +66,952+288.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 19,146 | $328.3 萬 | 1.2% | −4,635−19.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,700 | $322.3 萬 | 1.1% | +1,227+7.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 14,740 | $314.2 萬 | 1.1% | −1,369−8.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,657 | $311.3 萬 | 1.1% | +1,018+8.7% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 44,734 | $306.4 萬 | 1.1% | −2,914−6.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 31,630 | $302.3 萬 | 1.1% | +31,630 | 新進 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 25,894 | $299.9 萬 | 1.1% | +885+3.5% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 50,133 | $288.6 萬 | 1.0% | −564−1.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 66,409 | $279.7 萬 | 1.0% | −6,043−8.3% | 減碼 | – |
| OSKOshkosh Corp | COM | 22,414 | $279.5 萬 | 1.0% | −1,948−8.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,153 | $274.8 萬 | 1.0% | −1,186−12.7% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,851 | $273.8 萬 | 1.0% | +35,851 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 23,757 | $271.2 萬 | 1.0% | −2,477−9.4% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,819 | $265.9 萬 | 0.9% | +9,819 | 新進 | – |
| CMICummins Inc | Stock | 8,986 | $264.8 萬 | 0.9% | +1,143+14.6% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 17,742 | $264.2 萬 | 0.9% | +6,093+52.3% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 23,696 | $261.9 萬 | 0.9% | +18,623+367.1% | 加碼 | – |
| VVisa Inc. | Stock | 9,086 | $253.6 萬 | 0.9% | +1,479+19.4% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,724 | $251.1 萬 | 0.9% | −733−3.1% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 9,413 | $233.2 萬 | 0.8% | +1,802+23.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,088 | $230.0 萬 | 0.8% | −151−1.8% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,643 | $222.3 萬 | 0.8% | −1,108−19.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,323 | $217.6 萬 | 0.8% | −1,337−7.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,398 | $213.6 萬 | 0.7% | +579+15.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 46,402 | $205.0 萬 | 0.7% | +1,772+4.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 8,835 | $201.2 萬 | 0.7% | +6,386+260.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 11,958 | $188.6 萬 | 0.7% | −69−0.6% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 11,571 | $184.9 萬 | 0.6% | −3,462−23.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 7,238 | $184.5 萬 | 0.6% | +3,565+97.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 9,293 | $183.6 萬 | 0.6% | +1,575+20.4% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,180 | $181.6 萬 | 0.6% | +383+4.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,270 | $177.5 萬 | 0.6% | −185−1.2% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 6,069 | $176.0 萬 | 0.6% | +315+5.5% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 14,199 | $173.1 萬 | 0.6% | +6,206+77.6% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 10,723 | $166.1 萬 | 0.6% | +1,209+12.7% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 3,953 | $165.1 萬 | 0.6% | +1,024+35.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 13,390 | $164.4 萬 | 0.6% | −1,510−10.1% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 19,071 | $156.0 萬 | 0.5% | −69−0.4% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 71,469 | $148.8 萬 | 0.5% | +14,167+24.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 24,955 | $144.4 萬 | 0.5% | +4,958+24.8% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 15,231 | $144.2 萬 | 0.5% | +819+5.7% | 加碼 | – |
| TRMDTORM plc | SHS CL A | 41,123 | $143.7 萬 | 0.5% | +41,123 | 新進 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 12,900 | $139.7 萬 | 0.5% | −1,750−11.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,907 | $138.4 萬 | 0.5% | −769−8.9% | 減碼 | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 108,830 | $137.9 萬 | 0.5% | +21,522+24.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,651 | $137.6 萬 | 0.5% | +141+9.3% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 10,792 | $134.9 萬 | 0.5% | +1,294+13.6% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 30,442 | $129.2 萬 | 0.5% | +6,489+27.1% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 7,994 | $128.9 萬 | 0.5% | −268−3.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,059 | $127.9 萬 | 0.4% | +357+13.2% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 36,629 | $125.6 萬 | 0.4% | +6,745+22.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,928 | $125.0 萬 | 0.4% | −273−3.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,570 | $123.8 萬 | 0.4% | +1,866+265.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,737 | $117.8 萬 | 0.4% | +3,100+66.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16,021 | $117.0 萬 | 0.4% | −162−1.0% | 減碼 | – |
| NKENIKE, Inc. | Stock | 11,703 | $110.0 萬 | 0.4% | −6,193−34.6% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 8,244 | $108.1 萬 | 0.4% | +5,158+167.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,359 | $106.4 萬 | 0.4% | −234−2.4% | 減碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 59,345 | $104.8 萬 | 0.4% | +59,345 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 5,944 | $101.5 萬 | 0.4% | +5,944 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 11,066 | $99.3 萬 | 0.3% | +11,066 | 新進 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 24,557 | $97.4 萬 | 0.3% | +24,557 | 新進 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 29,197 | $92.5 萬 | 0.3% | +6,722+29.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,307 | $92.1 萬 | 0.3% | +175+8.2% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 51,477 | $91.3 萬 | 0.3% | +4,571+9.7% | 加碼 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 39,228 | $91.1 萬 | 0.3% | +39,228 | 新進 | – |
| PLDPrologis, Inc. | REIT | 6,882 | $89.6 萬 | 0.3% | −257−3.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,745 | $89.5 萬 | 0.3% | +184+2.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,410 | $86.9 萬 | 0.3% | +4,122+31.0% | 加碼 | 歷史 |
| APAAPA Corp | Stock | 24,773 | $85.2 萬 | 0.3% | +24,773 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,598 | $84.5 萬 | 0.3% | +1,679+42.8% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 16,514 | $84.3 萬 | 0.3% | +358+2.2% | 加碼 | – |
| EOGEOG Resources Inc | Stock | 6,559 | $83.8 萬 | 0.3% | +2,022+44.6% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 7,542 | $82.1 萬 | 0.3% | +22+0.3% | 加碼 | – |
| MUMicron Technology Inc | Stock | 6,834 | $80.6 萬 | 0.3% | +193+2.9% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 6,769 | $68.3 萬 | 0.2% | −2,810−29.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,059 | $61.6 萬 | 0.2% | +3,059 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 2,125 | $61.6 萬 | 0.2% | +567+36.4% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 374 | $61.1 萬 | 0.2% | +374 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 9,015 | $58.6 萬 | 0.2% | +9,015 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,529 | $58.6 萬 | 0.2% | −2,765−37.9% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 5,986 | $58.4 萬 | 0.2% | +5,986 | 新進 | 歷史 |
2023 年第 4 季之後清倉（8 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 14,630 | $281.6 萬 | 1.1% | – |
| Invesco QQQ Tr00461E107 | UNIT SER 1 | 6,694 | $274.1 萬 | 1.1% | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 31,563 | $270.0 萬 | 1.1% | – |
| EWEdwards Lifesciences Corp | Stock | 32,379 | $246.9 萬 | 1.0% | 歷史 |
| Raytheon Technologies Com00755E105 | COM | 6,042 | $50.8 萬 | 0.2% | – |
| Universal Health Rlty Income00914E109 | SH BEN INT | 7,864 | $34.0 萬 | 0.1% | – |
| KIMKimco Realty Corp | COM | 15,862 | $33.8 萬 | 0.1% | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 14,552 | $28.8 萬 | 0.1% | 歷史 |