Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/4 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 148
- 較 2025 年第 2 季 −1
- 總值
- $4.10 億
- 較 2025 年第 2 季 +$3,011 萬 (+7.9%)
| 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 | 63,368 | $4,221 萬 | 10.3% | +4,796+8.2% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 150,142 | $1,659 萬 | 4.0% | −33,361−18.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 81,157 | $1,514 萬 | 3.7% | −472−0.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 42,761 | $1,411 萬 | 3.4% | −444−1.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 25,120 | $792.4 萬 | 1.9% | −92−0.4% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 60,911 | $727.9 萬 | 1.8% | +758+1.3% | 加碼 | – |
| LRCXLam Research Corp | Stock | 52,479 | $702.7 萬 | 1.7% | +129+0.2% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 72,379 | $675.8 萬 | 1.6% | −31,660−30.4% | 減碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 293,258 | $673.0 萬 | 1.6% | +30,835+11.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,741 | $659.9 萬 | 1.6% | −199−1.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 23,168 | $651.6 萬 | 1.6% | +114+0.5% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 30,525 | $648.9 萬 | 1.6% | −84−0.3% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 17,118 | $640.7 萬 | 1.6% | −36−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,901 | $638.7 萬 | 1.6% | −93−1.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 58,411 | $585.6 萬 | 1.4% | +2,320+4.1% | 加碼 | – |
| MCOMoodys Corp | Stock | 11,986 | $571.1 萬 | 1.4% | +23+0.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 32,293 | $540.4 萬 | 1.3% | +919+2.9% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,210 | $538.5 萬 | 1.3% | −245−1.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 81,802 | $533.8 萬 | 1.3% | +1,135+1.4% | 加碼 | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 226,717 | $529.7 萬 | 1.3% | +7,066+3.2% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 95,774 | $511.4 萬 | 1.2% | +1,240+1.3% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 24,828 | $508.3 萬 | 1.2% | −89−0.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 11,467 | $484.3 萬 | 1.2% | −40.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 6,011 | $478.7 萬 | 1.2% | +273+4.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,181 | $453.9 萬 | 1.1% | −30−0.5% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 46,392 | $452.9 萬 | 1.1% | −100−0.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 8,933 | $445.9 萬 | 1.1% | −68−0.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,555 | $417.0 萬 | 1.0% | +22+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,231 | $413.3 萬 | 1.0% | +59+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,775 | $402.0 萬 | 1.0% | +69+0.6% | 加碼 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 168,768 | $380.1 萬 | 0.9% | +36,227+27.3% | 加碼 | – |
| OSKOshkosh Corp | COM | 29,295 | $380.0 萬 | 0.9% | +578+2.0% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 55,875 | $355.3 萬 | 0.9% | +1,103+2.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,185 | $351.8 萬 | 0.9% | +67+1.1% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 71,426 | $346.2 萬 | 0.8% | +484+0.7% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 51,197 | $345.6 萬 | 0.8% | −250.0% | 減碼 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,133 | $345.1 萬 | 0.8% | +38,133 | 新進 | – |
| WMWaste Management Inc | Stock | 15,298 | $337.8 萬 | 0.8% | −10.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,134 | $334.2 萬 | 0.8% | −343−4.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 9,370 | $333.1 萬 | 0.8% | +33+0.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,061 | $332.4 萬 | 0.8% | +53+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,340 | $332.0 萬 | 0.8% | +254+1.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,498 | $330.1 萬 | 0.8% | −222−3.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,518 | $324.6 萬 | 0.8% | +11,518 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 13,666 | $323.9 萬 | 0.8% | −1,496−9.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 22,412 | $319.2 萬 | 0.8% | −324−1.4% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 10,478 | $314.8 萬 | 0.8% | +212+2.1% | 加碼 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 28,162 | $312.3 萬 | 0.8% | −26−0.1% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 57,006 | $307.1 萬 | 0.7% | −702−1.2% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 2,528 | $294.7 萬 | 0.7% | −4−0.2% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,725 | $287.9 萬 | 0.7% | +17+0.4% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 36,770 | $286.0 萬 | 0.7% | −681−1.8% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,497 | $267.3 萬 | 0.7% | +203+0.9% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 17,853 | $260.1 萬 | 0.6% | +423+2.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,817 | $255.9 萬 | 0.6% | +361+2.3% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 19,219 | $243.6 萬 | 0.6% | +231+1.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 12,562 | $229.2 萬 | 0.6% | −162−1.3% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 92,789 | $227.9 萬 | 0.6% | −457−0.5% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,232 | $226.8 萬 | 0.6% | −179−1.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,117 | $222.0 萬 | 0.5% | +142+1.6% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 14,674 | $216.2 萬 | 0.5% | +232+1.6% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,171 | $215.5 萬 | 0.5% | −40−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,652 | $211.9 萬 | 0.5% | −122−1.2% | 減碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 35,324 | $204.9 萬 | 0.5% | +636+1.8% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 7,029 | $203.0 萬 | 0.5% | −109−1.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 15,052 | $201.6 萬 | 0.5% | +12+0.1% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 76,107 | $201.1 萬 | 0.5% | +12,836+20.3% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 13,845 | $195.9 萬 | 0.5% | +156+1.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,071 | $193.7 萬 | 0.5% | −186−1.8% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 12,698 | $188.7 萬 | 0.5% | +144+1.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,456 | $182.2 萬 | 0.4% | −122−1.9% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 18,670 | $180.1 萬 | 0.4% | +332+1.8% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,472 | $178.1 萬 | 0.4% | +188+0.9% | 加碼 | – |
| OHIOmega Healthcare Investors Inc | COM | 41,518 | $175.3 萬 | 0.4% | +114+0.3% | 加碼 | 歷史 |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 70,692 | $162.6 萬 | 0.4% | +70,692 | 新進 | – |
| NXPINXP Semiconductors N.V. | COM | 7,073 | $161.1 萬 | 0.4% | +24+0.3% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 893 | $159.8 萬 | 0.4% | −7−0.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,033 | $158.2 萬 | 0.4% | +14+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 23,752 | $148.9 萬 | 0.4% | +180+0.8% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 25,173 | $143.7 萬 | 0.4% | +274+1.1% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 67,634 | $138.0 萬 | 0.3% | +1,863+2.8% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 8,228 | $137.7 萬 | 0.3% | −99−1.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,496 | $136.9 萬 | 0.3% | +71+2.1% | 加碼 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 60,579 | $135.6 萬 | 0.3% | +9,962+19.7% | 加碼 | – |
| ABRArbor Realty Trust Inc | COM | 101,197 | $123.6 萬 | 0.3% | −3,106−3.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,748 | $122.9 萬 | 0.3% | −50−1.8% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,087 | $122.8 萬 | 0.3% | −68−1.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,890 | $122.5 萬 | 0.3% | −60−0.8% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,423 | $120.2 萬 | 0.3% | −42−1.2% | 減碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 25,066 | $116.0 萬 | 0.3% | −323−1.3% | 減碼 | 歷史 |
| TRMDTORM plc | SHS CL A | 55,398 | $114.2 萬 | 0.3% | +2,057+3.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,037 | $112.8 萬 | 0.3% | +151+3.9% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 7,825 | $107.7 萬 | 0.3% | +4,839+162.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 15,345 | $105.0 萬 | 0.3% | +455+3.1% | 加碼 | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 42,129 | $104.5 萬 | 0.3% | −300−0.7% | 減碼 | 歷史 |
| WTMWhite Mountains Insurance Group Ltd | COM | 622 | $104.0 萬 | 0.3% | −6−1.0% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 12,867 | $103.8 萬 | 0.3% | +45+0.4% | 加碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 71,415 | $91.4 萬 | 0.2% | −727−1.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,709 | $84.3 萬 | 0.2% | −4−0.2% | 減碼 | 歷史 |
| BXPBXP, Inc. | COM | 11,236 | $83.5 萬 | 0.2% | −13−0.1% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（6 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NMFCNew Mountain Finance Corp | COM | 150,065 | $158.3 萬 | 0.4% | 歷史 |
| ZTSZoetis Inc. | Stock | 3,106 | $48.4 萬 | 0.1% | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 4,832 | $37.4 萬 | 0.1% | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,479 | $32.0 萬 | 0.1% | 歷史 |
| EXASExact Sciences Corp | COM | 4,344 | $23.1 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 899 | $20.0 萬 | 0.1% | 歷史 |