Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/10 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 152
- 較 2024 年第 3 季 −2
- 總值
- $3.35 億
- 較 2024 年第 3 季 +$778.2 萬 (+2.4%)
| 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 | 69,121 | $4,051 萬 | 12.1% | −13,632−16.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 96,092 | $1,290 萬 | 3.9% | −11,866−11.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 48,958 | $1,135 萬 | 3.4% | +1,466+3.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,038 | $644.9 萬 | 1.9% | +190+2.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,953 | $622.1 萬 | 1.9% | +170+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,808 | $596.2 萬 | 1.8% | −1,864−7.3% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 50,596 | $584.6 萬 | 1.7% | −518−1.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 13,787 | $581.1 萬 | 1.7% | +519+3.9% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 12,219 | $578.4 萬 | 1.7% | +198+1.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,860 | $559.5 萬 | 1.7% | +396+2.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 88,080 | $548.8 萬 | 1.6% | −983−1.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 15,702 | $525.0 萬 | 1.6% | +491+3.2% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 43,956 | $506.5 萬 | 1.5% | +20,298+85.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 47,810 | $463.3 萬 | 1.4% | +504+1.1% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 9,115 | $443.0 萬 | 1.3% | +267+3.0% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 55,208 | $417.4 萬 | 1.2% | +2,414+4.6% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,465 | $416.6 萬 | 1.2% | −36−0.3% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 46,563 | $415.9 萬 | 1.2% | −1,067−2.2% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 24,629 | $400.5 萬 | 1.2% | +200+0.8% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 22,423 | $399.9 萬 | 1.2% | +1,183+5.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 10,836 | $377.7 萬 | 1.1% | +727+7.2% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 52,055 | $376.0 萬 | 1.1% | +1,435+2.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,407 | $375.1 萬 | 1.1% | +662+11.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 22,351 | $372.5 萬 | 1.1% | +1,492+7.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,267 | $364.1 萬 | 1.1% | +733+6.4% | 加碼 | 歷史 |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 152,666 | $356.0 萬 | 1.1% | +51,597+51.1% | 加碼 | – |
| VVisa Inc. | Stock | 11,213 | $354.4 萬 | 1.1% | +921+8.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,162 | $305.9 萬 | 0.9% | +176+1.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,398 | $305.5 萬 | 0.9% | +139+1.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,206 | $298.1 萬 | 0.9% | +732+16.4% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 52,189 | $289.4 萬 | 0.9% | +1,075+2.1% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 125,839 | $287.0 萬 | 0.9% | +51,061+68.3% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 25,466 | $280.4 萬 | 0.8% | +2,197+9.4% | 加碼 | – |
| MAMastercard Inc | Stock | 5,223 | $275.0 萬 | 0.8% | +864+19.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 36,784 | $272.3 萬 | 0.8% | +2,343+6.8% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,779 | $272.2 萬 | 0.8% | −479−6.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 11,203 | $271.3 萬 | 0.8% | −171−1.5% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,245 | $268.2 萬 | 0.8% | −300−5.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 54,426 | $263.0 萬 | 0.8% | +54,426 | 新進 | – |
| FISVFiserv Inc | Stock | 12,579 | $258.4 萬 | 0.8% | +458+3.8% | 加碼 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 26,495 | $254.9 萬 | 0.8% | −571−2.1% | 減碼 | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 41,793 | $251.8 萬 | 0.8% | +1,343+3.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,677 | $249.8 萬 | 0.7% | +8,677 | 新進 | – |
| OSKOshkosh Corp | COM | 26,255 | $249.6 萬 | 0.7% | +1,318+5.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,420 | $248.1 萬 | 0.7% | +398+19.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,123 | $244.0 萬 | 0.7% | +720+6.9% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,595 | $241.6 萬 | 0.7% | +499+3.8% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,719 | $221.5 萬 | 0.7% | +111+2.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,015 | $209.8 萬 | 0.6% | +895+8.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 14,954 | $209.7 萬 | 0.6% | +999+7.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,919 | $209.3 萬 | 0.6% | +780+9.6% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 6,865 | $205.6 萬 | 0.6% | +489+7.7% | 加碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 18,123 | $205.0 萬 | 0.6% | +1,596+9.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,977 | $201.0 萬 | 0.6% | +1,819+57.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 16,476 | $199.0 萬 | 0.6% | −2,373−12.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,296 | $197.5 萬 | 0.6% | +53+0.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,670 | $195.7 萬 | 0.6% | +344+3.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 17,594 | $194.5 萬 | 0.6% | +5,334+43.5% | 加碼依 4 比 1 拆股換算 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 8,832 | $189.8 萬 | 0.6% | +530+6.4% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 88,057 | $188.0 萬 | 0.6% | +13,763+18.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 15,916 | $184.2 萬 | 0.5% | +1,580+11.0% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 14,530 | $179.2 萬 | 0.5% | +1,008+7.5% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 23,395 | $176.9 萬 | 0.5% | −1,546−6.2% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 834 | $176.2 萬 | 0.5% | +128+18.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,745 | $175.8 萬 | 0.5% | −1,652−19.7% | 減碼 | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 141,833 | $159.7 萬 | 0.5% | +8,650+6.5% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,033 | $158.3 萬 | 0.5% | +100+3.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,845 | $154.8 萬 | 0.5% | +255+7.1% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 25,482 | $149.3 萬 | 0.4% | +1,388+5.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 18,098 | $148.4 萬 | 0.4% | −671−3.6% | 減碼 | – |
| DFSDiscover Financial Services | COM | 8,464 | $146.6 萬 | 0.4% | +64+0.8% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 38,665 | $146.3 萬 | 0.4% | +5,021+14.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 19,323 | $146.2 萬 | 0.4% | +4,709+32.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,567 | $143.2 萬 | 0.4% | +725+10.6% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 15,229 | $140.8 萬 | 0.4% | −27−0.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,058 | $140.5 萬 | 0.4% | +311+2.4% | 加碼 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 100,402 | $139.1 萬 | 0.4% | +4,697+4.9% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,451 | $134.1 萬 | 0.4% | +151+2.4% | 加碼 | 歷史 |
| TRMDTORM plc | SHS CL A | 66,627 | $129.6 萬 | 0.4% | +13,756+26.0% | 加碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 34,159 | $126.9 萬 | 0.4% | +2,853+9.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 29,727 | $124.3 萬 | 0.4% | +1,551+5.5% | 加碼 | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 45,244 | $120.3 萬 | 0.4% | +45,244 | 新進 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 53,320 | $118.4 萬 | 0.4% | +17,635+49.4% | 加碼 | – |
| EAElectronic Arts Inc. | COM | 7,963 | $116.5 萬 | 0.3% | +413+5.5% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,204 | $115.4 萬 | 0.3% | +312+3.2% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 51,665 | $113.1 萬 | 0.3% | −35,630−40.8% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 581 | $113.0 萬 | 0.3% | +50+9.4% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 9,372 | $112.9 萬 | 0.3% | +855+10.0% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 14,433 | $112.4 萬 | 0.3% | −36,448−71.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 19,484 | $112.1 萬 | 0.3% | −11,052−36.2% | 減碼 | – |
| SHOPShopify Inc. | Stock | 10,540 | $112.1 萬 | 0.3% | +3,970+60.4% | 加碼 | 歷史 |
| DBPInvesco DB Precious Metals Fund | PRECIOUS METAL | 18,321 | $111.3 萬 | 0.3% | +18,321 | 新進 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 24,552 | $108.7 萬 | 0.3% | +1,806+7.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,383 | $106.9 萬 | 0.3% | +79+1.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,526 | $105.9 萬 | 0.3% | +293+9.1% | 加碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 73,393 | $105.5 萬 | 0.3% | +2,991+4.2% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 23,485 | $96.9 萬 | 0.3% | +935+4.1% | 加碼 | 歷史 |
| CNXCNX Resources Corp | COM | 26,361 | $96.7 萬 | 0.3% | +1,962+8.0% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 15,258 | $92.0 萬 | 0.3% | +4,816+46.1% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,776 | $86.2 萬 | 0.3% | +132+8.0% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（17 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SWKSSkyworks Solutions, Inc. | Stock | 10,339 | $102.1 萬 | 0.3% | 歷史 |
| iShares Tr46436E874 | IBONDS 24 TRM TS | 39,600 | $95.0 萬 | 0.3% | – |
| MPCMarathon Petroleum Corp | Stock | 5,223 | $85.1 萬 | 0.3% | 歷史 |
| VLOValero Energy Corp | Stock | 5,066 | $68.4 萬 | 0.2% | 歷史 |
| INTCIntel Corp | Stock | 28,830 | $67.6 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,150 | $59.5 萬 | 0.2% | 歷史 |
| APAAPA Corp | Stock | 19,693 | $48.2 萬 | 0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 5,776 | $46.4 萬 | 0.1% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 11,106 | $44.5 萬 | 0.1% | 歷史 |
| WLKWestlake Corp | COM | 2,600 | $39.1 萬 | 0.1% | 歷史 |
| VVVValvoline Inc | COM | 8,628 | $36.1 萬 | 0.1% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,398 | $35.6 萬 | 0.1% | 歷史 |
| KLACKLA Corp | COM NEW | 304 | $23.5 萬 | 0.1% | 歷史 |
| CTVACorteva, Inc. | Stock | 3,853 | $22.7 萬 | 0.1% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 379 | $22.2 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,017 | $20.9 萬 | 0.1% | 歷史 |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 35,744 | $2.42 萬 | <0.1% | 歷史 |