Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/6 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 142
- 較 2025 年第 3 季 −6
- 總值
- $4.22 億
- 較 2025 年第 3 季 +$1,226 萬 (+3.0%)
| 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 | 66,446 | $4,531 萬 | 10.7% | +3,078+4.9% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 141,726 | $1,561 萬 | 3.7% | −8,416−5.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 80,852 | $1,508 萬 | 3.6% | −305−0.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 41,646 | $1,441 萬 | 3.4% | −1,115−2.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 54,590 | $934.5 萬 | 2.2% | +2,111+4.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,970 | $804.6 萬 | 1.9% | −150−0.6% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 63,821 | $761.7 萬 | 1.8% | +2,910+4.8% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 323,594 | $740.2 萬 | 1.8% | +30,336+10.3% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 30,086 | $729.2 萬 | 1.7% | −439−1.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,467 | $654.5 萬 | 1.6% | +639+2.6% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 12,527 | $639.5 萬 | 1.5% | +1,060+9.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 34,428 | $631.4 萬 | 1.5% | +2,135+6.6% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 12,155 | $620.9 萬 | 1.5% | +169+1.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 60,878 | $608.0 萬 | 1.4% | +2,467+4.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,476 | $603.4 萬 | 1.4% | −265−2.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 62,406 | $599.3 萬 | 1.4% | −9,973−13.8% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 6,484 | $569.9 萬 | 1.4% | +473+7.9% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 14,722 | $569.5 萬 | 1.3% | +512+3.6% | 加碼 | – |
| ETNEaton Corp plc | Stock | 17,432 | $555.2 萬 | 1.3% | +314+1.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 25,420 | $544.4 萬 | 1.3% | +9,603+60.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,304 | $543.6 萬 | 1.3% | −597−8.7% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 81,655 | $538.9 萬 | 1.3% | −147−0.2% | 減碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 94,156 | $515.1 萬 | 1.2% | −1,618−1.7% | 減碼 | – |
| AXPAmerican Express Co | Stock | 13,095 | $484.4 萬 | 1.1% | +540+4.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,850 | $476.4 萬 | 1.1% | +917+10.3% | 加碼 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 205,211 | $461.1 萬 | 1.1% | +36,443+21.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 23,026 | $448.8 萬 | 1.1% | −142−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,464 | $447.6 萬 | 1.1% | +233+1.4% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 61,188 | $444.7 萬 | 1.1% | +9,991+19.5% | 加碼 | – |
| VVisa Inc. | Stock | 12,302 | $431.4 萬 | 1.0% | +527+4.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,596 | $402.1 萬 | 1.0% | +3,256+22.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,048 | $399.2 萬 | 0.9% | −133−2.2% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 41,328 | $394.1 萬 | 0.9% | −5,064−10.9% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 31,289 | $393.1 萬 | 0.9% | +1,994+6.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,446 | $368.0 萬 | 0.9% | +261+4.2% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 74,355 | $357.6 萬 | 0.8% | +2,929+4.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 8,904 | $352.9 萬 | 0.8% | −466−5.0% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 20,874 | $352.3 萬 | 0.8% | +20,874 | 新進 | – |
| UNPUnion Pacific Corp | Stock | 15,085 | $348.9 萬 | 0.8% | +1,024+7.3% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,390 | $338.1 萬 | 0.8% | +92+0.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,447 | $334.6 萬 | 0.8% | −51−0.9% | 減碼 | – |
| iShares Tr464287374 | NORTH AMERN NAT | 66,288 | $332.8 萬 | 0.8% | +66,288 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,445 | $332.0 萬 | 0.8% | +21,445 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,039 | $331.7 萬 | 0.8% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,960 | $329.4 萬 | 0.8% | −174−2.4% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,143 | $327.6 萬 | 0.8% | +10,143 | 新進 | – |
| NSCNorfolk Southern Corp | Stock | 10,983 | $317.1 萬 | 0.8% | +505+4.8% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 51,926 | $313.6 萬 | 0.7% | −3,949−7.1% | 減碼 | 歷史 |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 134,433 | $296.2 萬 | 0.7% | +63,741+90.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,417 | $295.5 萬 | 0.7% | +300+3.3% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,043 | $287.6 萬 | 0.7% | +318+6.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,617 | $280.2 萬 | 0.7% | +89+3.5% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 16,000 | $272.8 萬 | 0.6% | +1,326+9.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,285 | $267.8 萬 | 0.6% | −212−0.9% | 減碼 | – |
| PAYXPaychex Inc | Stock | 22,554 | $253.0 萬 | 0.6% | +3,335+17.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,546 | $252.9 萬 | 0.6% | −4,120−30.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 28,991 | $247.1 萬 | 0.6% | −7,779−21.2% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 9,036 | $245.1 萬 | 0.6% | −196−2.1% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 18,464 | $241.9 萬 | 0.6% | +611+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,860 | $227.6 萬 | 0.5% | +208+2.2% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 14,127 | $227.4 萬 | 0.5% | +1,429+11.3% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 92,197 | $221.5 萬 | 0.5% | −592−0.6% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,721 | $220.4 萬 | 0.5% | −507−6.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,680 | $218.6 萬 | 0.5% | +224+3.5% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 969 | $208.0 萬 | 0.5% | +76+8.5% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 78,102 | $204.5 萬 | 0.5% | +1,995+2.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 16,197 | $202.9 萬 | 0.5% | +1,145+7.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 11,390 | $202.5 萬 | 0.5% | −1,172−9.3% | 減碼 | 歷史 |
| TERTeradyne, Inc | Stock | 10,311 | $199.6 萬 | 0.5% | +2,486+31.8% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 43,931 | $194.8 萬 | 0.5% | +2,413+5.8% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 19,319 | $185.8 萬 | 0.4% | +649+3.5% | 加碼 | – |
| EPREpr Properties | COM SH BEN INT | 37,188 | $185.6 萬 | 0.4% | +1,864+5.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,886 | $184.0 萬 | 0.4% | +8,541+55.7% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 22,126 | $183.2 萬 | 0.4% | +654+3.0% | 加碼 | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 81,889 | $183.1 萬 | 0.4% | +21,310+35.2% | 加碼 | – |
| TRMDTORM plc | SHS CL A | 91,010 | $178.2 萬 | 0.4% | +35,612+64.3% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,164 | $178.1 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,750 | $168.6 萬 | 0.4% | +2,125+130.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,758 | $165.6 萬 | 0.4% | −275−2.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,542 | $163.4 萬 | 0.4% | +3,369+13.4% | 加碼 | – |
| ARMArm Holdings PLC | ADR | 14,733 | $161.0 萬 | 0.4% | +888+6.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,524 | $159.8 萬 | 0.4% | +28+0.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,797 | $158.4 萬 | 0.4% | +49+1.8% | 加碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 25,785 | $156.1 萬 | 0.4% | +2,033+8.6% | 加碼 | – |
| PSAPublic Storage | COM | 5,546 | $143.9 萬 | 0.3% | −1,483−21.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,612 | $140.2 萬 | 0.3% | +575+14.2% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,795 | $136.9 萬 | 0.3% | −2,276−22.6% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,178 | $126.2 萬 | 0.3% | +91+1.5% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 62,273 | $126.0 萬 | 0.3% | −5,361−7.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,898 | $120.4 萬 | 0.3% | +8+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 17,638 | $112.4 萬 | 0.3% | +7,461+73.3% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,514 | $109.8 萬 | 0.3% | +91+2.7% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 24,365 | $104.0 萬 | 0.2% | −701−2.8% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 13,566 | $100.2 萬 | 0.2% | +699+5.4% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 27,397 | $99.4 萬 | 0.2% | +17,380+173.5% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,484 | $97.3 萬 | 0.2% | −2,589−36.6% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 26,449 | $97.3 萬 | 0.2% | +642+2.5% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 3,265 | $91.8 萬 | 0.2% | +121+3.8% | 加碼 | 歷史 |
| PBAPembina Pipeline Corp | COM | 23,598 | $89.8 萬 | 0.2% | +6,741+40.0% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 11,274 | $86.4 萬 | 0.2% | +730+6.9% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（15 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46436E866 | IBONDS 25 TRM TS | 226,717 | $529.7 萬 | 1.3% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,133 | $345.1 萬 | 0.8% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 22,412 | $319.2 萬 | 0.8% | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 28,162 | $312.3 萬 | 0.8% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 57,006 | $307.1 萬 | 0.7% | – |
| TROWPrice T Rowe Group Inc | Stock | 7,504 | $77.0 萬 | 0.2% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,440 | $69.1 萬 | 0.2% | 歷史 |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 12,586 | $49.3 萬 | 0.1% | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,642 | $48.5 萬 | 0.1% | 歷史 |
| ESEversource Energy | Stock | 5,637 | $40.1 萬 | 0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 9,869 | $38.7 萬 | 0.1% | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 4,829 | $35.0 萬 | 0.1% | – |
| INSWInternational Seaways, Inc. | COM | 6,586 | $30.3 萬 | 0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 5,570 | $26.3 萬 | 0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 87 | $20.3 萬 | <0.1% | 歷史 |