Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/2 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 155
- 較 2024 年第 4 季 +3
- 總值
- $3.21 億
- 較 2024 年第 4 季 −$1,354 萬 (−4.0%)
| 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 | 58,271 | $3,260 萬 | 10.1% | −10,850−15.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 81,111 | $879.1 萬 | 2.7% | −14,981−15.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 106,338 | $869.1 萬 | 2.7% | +51,130+92.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 43,322 | $725.3 萬 | 2.3% | −5,636−11.5% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 58,765 | $694.2 萬 | 2.2% | +8,169+16.1% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 6,913 | $653.9 萬 | 2.0% | −125−1.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,027 | $613.9 萬 | 1.9% | −926−3.6% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 11,788 | $549.0 萬 | 1.7% | −431−3.5% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 54,658 | $540.7 萬 | 1.7% | +6,848+14.3% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 48,389 | $534.5 萬 | 1.7% | +22,923+90.0% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 218,626 | $501.5 萬 | 1.6% | +92,787+73.7% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 214,464 | $501.2 萬 | 1.6% | +61,798+40.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 13,071 | $490.7 萬 | 1.5% | −716−5.2% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 80,783 | $471.4 萬 | 1.5% | −7,297−8.3% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 45,839 | $462.4 萬 | 1.4% | −724−1.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 16,643 | $452.4 萬 | 1.4% | −217−1.3% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 13,102 | $416.2 萬 | 1.3% | +637+5.1% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 15,000 | $402.6 萬 | 1.3% | −702−4.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 11,412 | $399.9 萬 | 1.2% | +199+1.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,895 | $397.4 萬 | 1.2% | −220−2.4% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 21,987 | $394.2 萬 | 1.2% | −436−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,574 | $390.4 萬 | 1.2% | −6,234−26.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 51,493 | $374.4 萬 | 1.2% | −562−1.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,244 | $359.9 萬 | 1.1% | −163−2.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 24,444 | $354.7 萬 | 1.1% | −185−0.8% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 11,196 | $350.9 萬 | 1.1% | +360+3.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,058 | $348.6 萬 | 1.1% | −104−0.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,179 | $327.7 萬 | 1.0% | −88−0.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,389 | $316.3 萬 | 1.0% | −9−0.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 5,765 | $316.0 萬 | 1.0% | +542+10.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 22,535 | $315.1 萬 | 1.0% | +184+0.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,564 | $303.9 萬 | 0.9% | +358+6.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 52,155 | $287.3 萬 | 0.9% | −34−0.1% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 9,956 | $286.9 萬 | 0.9% | −1,247−11.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,685 | $286.7 萬 | 0.9% | +90+0.7% | 加碼 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 27,803 | $282.0 萬 | 0.9% | +1,308+4.9% | 加碼 | – |
| FISVFiserv Inc | Stock | 12,746 | $281.5 萬 | 0.9% | +167+1.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 55,862 | $278.2 萬 | 0.9% | +1,436+2.6% | 加碼 | – |
| RTXRTX Corp | Stock | 20,631 | $273.3 萬 | 0.9% | +4,715+29.6% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 37,038 | $268.5 萬 | 0.8% | +254+0.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 17,182 | $265.1 萬 | 0.8% | +2,228+14.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,349 | $250.8 萬 | 0.8% | +104+2.0% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,245 | $249.6 萬 | 0.8% | +21,245 | 新進 | – |
| OSKOshkosh Corp | COM | 26,327 | $247.7 萬 | 0.8% | +72+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,809 | $245.8 萬 | 0.8% | +30+0.4% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,901 | $245.7 萬 | 0.8% | +11,901 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 4,616 | $236.3 萬 | 0.7% | −103−2.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,467 | $233.5 萬 | 0.7% | +47+1.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 21,994 | $230.0 萬 | 0.7% | −21,962−50.0% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 10,276 | $223.6 萬 | 0.7% | −394−3.7% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 9,083 | $215.1 萬 | 0.7% | +164+1.8% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 6,943 | $207.8 萬 | 0.6% | +78+1.1% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 8,919 | $206.4 萬 | 0.6% | +87+1.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,577 | $204.9 萬 | 0.6% | −168−2.5% | 減碼 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 88,356 | $198.1 萬 | 0.6% | +35,036+65.7% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 9,384 | $189.2 萬 | 0.6% | +88+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,771 | $185.9 萬 | 0.6% | −1,352−12.2% | 減碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 20,989 | $173.6 萬 | 0.5% | +2,891+16.0% | 加碼 | – |
| EPREpr Properties | COM SH BEN INT | 32,956 | $173.4 萬 | 0.5% | +8,404+34.2% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 17,988 | $171.5 萬 | 0.5% | +2,759+18.1% | 加碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 18,447 | $169.5 萬 | 0.5% | +324+1.8% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,455 | $167.5 萬 | 0.5% | −390−10.1% | 減碼 | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 145,346 | $160.3 萬 | 0.5% | +3,513+2.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,477 | $160.3 萬 | 0.5% | +419+3.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,322 | $157.4 萬 | 0.5% | −1,154−7.0% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 844 | $156.5 萬 | 0.5% | +10+1.2% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 39,814 | $151.6 萬 | 0.5% | +1,149+3.0% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 13,922 | $148.7 萬 | 0.5% | −608−4.2% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 26,096 | $147.6 萬 | 0.5% | +614+2.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,069 | $141.7 萬 | 0.4% | −1,946−17.7% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 8,263 | $141.1 萬 | 0.4% | −201−2.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,823 | $139.8 萬 | 0.4% | −210−6.9% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 90,509 | $139.7 萬 | 0.4% | +2,452+2.8% | 加碼 | 歷史 |
| DBPInvesco DB Precious Metals Fund | PRECIOUS METAL | 19,416 | $138.7 萬 | 0.4% | +1,095+6.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 17,413 | $134.9 萬 | 0.4% | −181−1.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 30,777 | $134.5 萬 | 0.4% | +1,050+3.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 10,030 | $133.0 萬 | 0.4% | −174−1.7% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,947 | $132.0 萬 | 0.4% | +496+7.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,630 | $127.6 萬 | 0.4% | +247+3.3% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16,534 | $126.7 萬 | 0.4% | +2,101+14.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 8,406 | $126.0 萬 | 0.4% | +5,851+229.0% | 加碼 | 歷史 |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 47,606 | $125.4 萬 | 0.4% | +2,362+5.2% | 加碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 41,465 | $125.3 萬 | 0.4% | +7,306+21.4% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 10,932 | $123.2 萬 | 0.4% | +1,560+16.6% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 19,393 | $123.1 萬 | 0.4% | +70+0.4% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 54,978 | $121.8 萬 | 0.4% | +3,313+6.4% | 加碼 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 102,893 | $120.9 萬 | 0.4% | +2,491+2.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 12,444 | $118.8 萬 | 0.4% | +1,904+18.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 20,509 | $117.2 萬 | 0.4% | +1,025+5.3% | 加碼 | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 592 | $114.0 萬 | 0.4% | +11+1.9% | 加碼 | 歷史 |
| TRMDTORM plc | SHS CL A | 68,441 | $112.8 萬 | 0.4% | +1,814+2.7% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 24,097 | $110.7 萬 | 0.3% | +612+2.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 12,881 | $108.7 萬 | 0.3% | −10,514−44.9% | 減碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 71,419 | $98.9 萬 | 0.3% | −1,974−2.7% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,996 | $97.0 萬 | 0.3% | +2,580+15.7% | 加碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 42,665 | $94.9 萬 | 0.3% | +24,083+129.6% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,626 | $93.8 萬 | 0.3% | +1,425+19.8% | 加碼 | – |
| EAElectronic Arts Inc. | COM | 6,239 | $90.2 萬 | 0.3% | −1,724−21.7% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,499 | $89.0 萬 | 0.3% | −27−0.8% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 25,874 | $81.5 萬 | 0.3% | −487−1.8% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Select U.S. REIT ETF464287564 | ETF | 41,793 | $251.8 萬 | 0.8% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,677 | $249.8 萬 | 0.7% | – |
| EXASExact Sciences Corp | COM | 4,397 | $24.7 萬 | 0.1% | 歷史 |
| AMALAmalgamated Financial Corp. | COM | 6,276 | $21.0 萬 | 0.1% | 歷史 |