Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 149
- 較 2025 年第 1 季 −6
- 總值
- $3.80 億
- 較 2025 年第 1 季 +$5,843 萬 (+18.2%)
| 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 | 58,572 | $3,619 萬 | 9.5% | +301+0.5% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 183,503 | $2,026 萬 | 5.3% | +135,114+279.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 81,629 | $1,290 萬 | 3.4% | +518+0.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 43,205 | $1,191 萬 | 3.1% | −117−0.3% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 104,039 | $930.0 萬 | 2.4% | −2,299−2.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 25,212 | $730.9 萬 | 1.9% | +185+0.7% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 60,153 | $716.4 萬 | 1.9% | +1,388+2.4% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 6,994 | $692.3 萬 | 1.8% | +81+1.2% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 30,609 | $651.2 萬 | 1.7% | +8,622+39.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,940 | $643.6 萬 | 1.7% | −131−1.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 17,154 | $612.4 萬 | 1.6% | +511+3.1% | 加碼 | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 262,423 | $601.7 萬 | 1.6% | +43,797+20.0% | 加碼 | – |
| MCOMoodys Corp | Stock | 11,963 | $600.0 萬 | 1.6% | +175+1.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 56,091 | $556.4 萬 | 1.5% | +1,433+2.6% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 219,651 | $513.1 萬 | 1.4% | +5,187+2.4% | 加碼 | – |
| LRCXLam Research Corp | Stock | 52,350 | $509.6 萬 | 1.3% | +857+1.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,455 | $507.4 萬 | 1.3% | +1,353+10.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 23,054 | $504.0 萬 | 1.3% | +519+2.3% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 80,667 | $500.3 萬 | 1.3% | −116−0.1% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 46,492 | $499.4 萬 | 1.3% | +653+1.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,211 | $458.4 萬 | 1.2% | −33−0.5% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 31,374 | $458.1 萬 | 1.2% | +10,743+52.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 24,917 | $456.2 萬 | 1.2% | +473+1.9% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 94,534 | $456.0 萬 | 1.2% | +63,757+207.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 9,001 | $416.9 萬 | 1.1% | +106+1.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,706 | $415.6 萬 | 1.1% | +294+2.6% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,162 | $413.5 萬 | 1.1% | +162+1.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,738 | $406.1 萬 | 1.1% | +174+3.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,533 | $399.8 萬 | 1.1% | +354+2.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 11,471 | $375.7 萬 | 1.0% | +275+2.5% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,299 | $350.1 萬 | 0.9% | +241+1.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,118 | $343.8 萬 | 0.9% | +353+6.1% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 70,942 | $339.4 萬 | 0.9% | +70,942 | 新進 | – |
| AAPLApple Inc. | Stock | 16,172 | $331.8 萬 | 0.9% | −1,402−8.0% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 28,717 | $326.1 萬 | 0.9% | +2,390+9.1% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 54,772 | $323.7 萬 | 0.9% | +28,676+109.9% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 51,222 | $323.4 萬 | 0.9% | −933−1.8% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 14,008 | $322.3 萬 | 0.8% | +619+4.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,477 | $317.4 萬 | 0.8% | +668+9.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,720 | $315.5 萬 | 0.8% | +371+6.9% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 22,736 | $315.3 萬 | 0.8% | +1,491+7.0% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 57,708 | $302.2 萬 | 0.8% | +1,846+3.3% | 加碼 | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 132,541 | $298.1 萬 | 0.8% | +44,185+50.0% | 加碼 | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 28,188 | $294.8 萬 | 0.8% | +385+1.4% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 37,451 | $292.9 萬 | 0.8% | +413+1.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,337 | $284.6 萬 | 0.7% | −619−6.2% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 18,988 | $276.2 萬 | 0.7% | +1,806+10.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,532 | $265.6 萬 | 0.7% | +65+2.6% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 10,266 | $262.8 萬 | 0.7% | +1,183+13.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,086 | $261.5 萬 | 0.7% | +401+2.9% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,294 | $243.7 萬 | 0.6% | +300+1.4% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 4,708 | $235.4 萬 | 0.6% | +92+2.0% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,257 | $226.7 萬 | 0.6% | −19−0.2% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,211 | $224.3 萬 | 0.6% | +292+3.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,411 | $224.0 萬 | 0.6% | +27+0.3% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 13,689 | $221.4 萬 | 0.6% | −233−1.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,456 | $219.3 萬 | 0.6% | +134+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,774 | $214.4 萬 | 0.6% | +30.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 7,138 | $209.4 萬 | 0.6% | +195+2.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,040 | $204.6 萬 | 0.5% | +5,010+50.0% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 34,688 | $202.1 萬 | 0.5% | +1,732+5.3% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 93,246 | $190.7 萬 | 0.5% | +2,737+3.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 14,442 | $190.0 萬 | 0.5% | +3,510+32.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,578 | $183.7 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 17,430 | $178.3 萬 | 0.5% | +17+0.1% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,284 | $176.4 萬 | 0.5% | +295+1.4% | 加碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 900 | $176.1 萬 | 0.5% | +56+6.6% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 18,338 | $175.6 萬 | 0.5% | +350+1.9% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 12,724 | $173.5 萬 | 0.5% | −157−1.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,975 | $159.2 萬 | 0.4% | −94−1.0% | 減碼 | 歷史 |
| NMFCNew Mountain Finance Corp | COM | 150,065 | $158.3 萬 | 0.4% | +4,719+3.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 7,049 | $154.0 萬 | 0.4% | +102+1.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,425 | $152.5 萬 | 0.4% | −30−0.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,798 | $152.0 萬 | 0.4% | −25−0.9% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 41,404 | $151.7 萬 | 0.4% | +1,590+4.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,019 | $151.1 萬 | 0.4% | +542+4.0% | 加碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 23,572 | $147.7 萬 | 0.4% | +23,572 | 新進 | – |
| SHOPShopify Inc. | Stock | 12,554 | $144.8 萬 | 0.4% | +110+0.9% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 65,771 | $144.4 萬 | 0.4% | +10,793+19.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 24,899 | $141.6 萬 | 0.4% | +4,390+21.4% | 加碼 | – |
| NOGNorthern Oil & Gas, Inc. | COM | 42,429 | $120.3 萬 | 0.3% | +964+2.3% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 63,271 | $115.2 萬 | 0.3% | +1,494+2.4% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,950 | $113.8 萬 | 0.3% | +320+4.2% | 加碼 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 50,617 | $113.2 萬 | 0.3% | +7,952+18.6% | 加碼 | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 628 | $112.8 萬 | 0.3% | +36+6.1% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 25,389 | $112.7 萬 | 0.3% | +1,292+5.4% | 加碼 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 104,303 | $111.6 萬 | 0.3% | +1,410+1.4% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 15,685 | $111.4 萬 | 0.3% | −3,708−19.1% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,465 | $106.8 萬 | 0.3% | −34−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,890 | $103.3 萬 | 0.3% | +3,535+31.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 8,327 | $102.6 萬 | 0.3% | −30−0.4% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,155 | $98.3 萬 | 0.3% | −84−1.3% | 減碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 72,142 | $98.3 萬 | 0.3% | +723+1.0% | 加碼 | 歷史 |
| TRMDTORM plc | SHS CL A | 53,341 | $88.9 萬 | 0.2% | −15,100−22.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,886 | $88.0 萬 | 0.2% | +34+0.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,713 | $87.8 萬 | 0.2% | −5−0.3% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 12,822 | $87.3 萬 | 0.2% | +1,858+16.9% | 加碼 | 歷史 |
| CNXCNX Resources Corp | COM | 25,808 | $86.9 萬 | 0.2% | −66−0.3% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,603 | $81.5 萬 | 0.2% | +10+0.6% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 3,170 | $77.0 萬 | 0.2% | −13−0.4% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（12 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 12,746 | $281.5 萬 | 0.9% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,901 | $245.7 萬 | 0.8% | – |
| DFSDiscover Financial Services | COM | 8,263 | $141.1 萬 | 0.4% | 歷史 |
| DBPInvesco DB Precious Metals Fund | PRECIOUS METAL | 19,416 | $138.7 萬 | 0.4% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 16,534 | $126.7 萬 | 0.4% | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 47,606 | $125.4 萬 | 0.4% | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,996 | $97.0 萬 | 0.3% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,626 | $93.8 萬 | 0.3% | – |
| iShares Tr46435G672 | CORE INTL AGGR | 11,571 | $57.8 萬 | 0.2% | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,105 | $48.2 萬 | 0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 388 | $20.3 萬 | 0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,897 | $20.0 萬 | 0.1% | – |