Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/5 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 137
- 較 2025 年第 4 季 −5
- 總值
- $4.25 億
- 較 2025 年第 4 季 +$237.8 萬 (+0.6%)
| 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 | 67,850 | $4,413 萬 | 10.4% | +1,404+2.1% | 加碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 155,474 | $1,716 萬 | 4.0% | +13,748+9.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 79,147 | $1,380 萬 | 3.3% | −1,705−2.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 38,335 | $1,186 萬 | 2.8% | −3,311−8.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 98,593 | $957.6 萬 | 2.3% | +36,187+58.0% | 加碼 | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 364,820 | $836.0 萬 | 2.0% | +41,226+12.7% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 24,230 | $828.2 萬 | 2.0% | −1,237−4.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 38,722 | $827.3 萬 | 1.9% | −15,868−29.1% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 67,075 | $795.5 萬 | 1.9% | +3,254+5.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 25,848 | $760.3 萬 | 1.8% | +878+3.5% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 34,462 | $664.8 萬 | 1.6% | +34+0.1% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 12,257 | $659.4 萬 | 1.6% | −270−2.2% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 63,598 | $631.3 萬 | 1.5% | +2,720+4.5% | 加碼 | – |
| ETNEaton Corp plc | Stock | 17,365 | $621.1 萬 | 1.5% | −67−0.4% | 減碼 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 264,689 | $593.7 萬 | 1.4% | +59,478+29.0% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 9,775 | $590.8 萬 | 1.4% | −75−0.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 84,287 | $569.2 萬 | 1.3% | +2,632+3.2% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 5,695 | $567.4 萬 | 1.3% | −609−9.7% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,060 | $558.2 萬 | 1.3% | +338+2.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 6,579 | $556.6 萬 | 1.3% | +95+1.5% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 95,460 | $542.1 萬 | 1.3% | +1,304+1.4% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 29,479 | $537.8 萬 | 1.3% | −607−2.0% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 12,176 | $531.2 萬 | 1.3% | +21+0.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 25,736 | $523.6 萬 | 1.2% | +316+1.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,898 | $503.5 萬 | 1.2% | +10,286+223.0% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 31,344 | $461.4 萬 | 1.1% | +55+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,360 | $457.5 萬 | 1.1% | −116−0.9% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 57,898 | $455.4 萬 | 1.1% | −3,290−5.4% | 減碼 | – |
| TERTeradyne, Inc | Stock | 15,346 | $455.0 萬 | 1.1% | +5,035+48.8% | 加碼 | 歷史 |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 150,516 | $410.0 萬 | 1.0% | +16,083+12.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 13,217 | $399.8 萬 | 0.9% | +122+0.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,500 | $377.8 萬 | 0.9% | +198+1.6% | 加碼 | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 78,876 | $375.4 萬 | 0.9% | +4,521+6.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 15,079 | $365.8 萬 | 0.9% | −60.0% | 減碼 | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 57,384 | $361.2 萬 | 0.9% | −8,904−13.4% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 18,868 | $357.7 萬 | 0.8% | +18,868 | 新進 | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 38,939 | $356.4 萬 | 0.8% | +38,939 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 5,012 | $341.9 萬 | 0.8% | −31−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,369 | $339.3 萬 | 0.8% | −3,095−18.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,888 | $336.9 萬 | 0.8% | −160−2.6% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 22,802 | $335.4 萬 | 0.8% | −224−1.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,773 | $333.2 萬 | 0.8% | +326+6.0% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 24,955 | $331.7 萬 | 0.8% | +1,916+8.3% | 加碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,540 | $330.8 萬 | 0.8% | +397+3.9% | 加碼 | – |
| MAMastercard Inc | Stock | 6,451 | $322.3 萬 | 0.8% | +5+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,458 | $320.9 萬 | 0.8% | −1,446−16.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 11,082 | $318.1 萬 | 0.7% | +99+0.9% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 12,940 | $297.3 萬 | 0.7% | −2,450−15.9% | 減碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 54,385 | $288.0 萬 | 0.7% | +2,459+4.7% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,969 | $285.5 萬 | 0.7% | +684+3.1% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 8,773 | $279.1 萬 | 0.7% | −263−2.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,607 | $275.6 萬 | 0.6% | +190+2.0% | 加碼 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 118,833 | $264.8 萬 | 0.6% | +36,944+45.1% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 16,279 | $263.4 萬 | 0.6% | +279+1.7% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,143 | $259.4 萬 | 0.6% | −21−0.2% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,562 | $255.5 萬 | 0.6% | −159−2.1% | 減碼 | 歷史 |
| TRMDTORM plc | SHS CL A | 91,505 | $255.3 萬 | 0.6% | +495+0.5% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 40,601 | $254.8 萬 | 0.6% | −727−1.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,569 | $247.1 萬 | 0.6% | −48−1.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,897 | $237.0 萬 | 0.6% | −6,699−38.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 29,579 | $236.9 萬 | 0.6% | +588+2.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,911 | $236.0 萬 | 0.6% | +153+1.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,677 | $234.9 萬 | 0.6% | −30.0% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 18,545 | $227.7 萬 | 0.5% | +81+0.4% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 15,009 | $227.1 萬 | 0.5% | +276+1.9% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 91,908 | $218.8 萬 | 0.5% | −289−0.3% | 減碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 28,964 | $214.2 萬 | 0.5% | +3,179+12.3% | 加碼 | – |
| PAYXPaychex Inc | Stock | 22,585 | $208.1 萬 | 0.5% | +31+0.1% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 45,228 | $198.2 萬 | 0.5% | +1,297+3.0% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 23,712 | $195.8 萬 | 0.5% | +1,586+7.2% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 20,400 | $194.7 萬 | 0.5% | +1,081+5.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 9,230 | $192.2 萬 | 0.5% | −630−6.4% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1,011 | $190.5 萬 | 0.4% | +42+4.3% | 加碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 37,532 | $187.5 萬 | 0.4% | +344+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,446 | $181.9 萬 | 0.4% | −440−1.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,939 | $181.0 萬 | 0.4% | +3,397+11.9% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 9,340 | $174.3 萬 | 0.4% | −206−2.2% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,319 | $174.2 萬 | 0.4% | +827+168.1% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 14,588 | $173.0 萬 | 0.4% | +461+3.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,829 | $162.0 萬 | 0.4% | −69−0.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,549 | $158.5 萬 | 0.4% | +25+0.7% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 1,022 | $150.5 萬 | 0.4% | +408+66.4% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 5,424 | $146.9 萬 | 0.3% | −122−2.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,281 | $146.6 萬 | 0.3% | −1,916−11.8% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 19,798 | $132.8 萬 | 0.3% | +15,440+354.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,545 | $131.8 萬 | 0.3% | −205−5.5% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,595 | $131.1 萬 | 0.3% | −200−2.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,785 | $128.4 萬 | 0.3% | −12−0.4% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 20,694 | $127.9 萬 | 0.3% | +16,078+348.3% | 加碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 57,797 | $126.2 萬 | 0.3% | +26,938+87.3% | 加碼 | – |
| ARCCAres Capital Corp | CEF | 69,047 | $124.4 萬 | 0.3% | +6,774+10.9% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 6,101 | $124.4 萬 | 0.3% | −77−1.2% | 減碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 23,792 | $114.1 萬 | 0.3% | −573−2.4% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 8,575 | $113.3 萬 | 0.3% | +3,664+74.6% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 13,621 | $108.2 萬 | 0.3% | +55+0.4% | 加碼 | 歷史 |
| PBAPembina Pipeline Corp | COM | 24,008 | $107.5 萬 | 0.3% | +410+1.7% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 67,665 | $107.5 萬 | 0.3% | −10,437−13.4% | 減碼 | 歷史 |
| CNXCNX Resources Corp | COM | 26,684 | $102.9 萬 | 0.2% | +235+0.9% | 加碼 | 歷史 |
| TRPTC Energy Corp | COM | 16,311 | $102.1 萬 | 0.2% | +2,576+18.8% | 加碼 | 歷史 |
| RNRRenaissancere Holdings Ltd | COM | 3,313 | $98.5 萬 | 0.2% | +48+1.5% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287556 | ISHARES BIOTECH | 20,874 | $352.3 萬 | 0.8% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,445 | $332.0 萬 | 0.8% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,960 | $329.4 萬 | 0.8% | – |
| DELLDell Technologies Inc. | Stock | 5,773 | $72.7 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 5,221 | $64.2 萬 | 0.2% | 歷史 |
| MANHManhattan Associates Inc | Stock | 3,036 | $52.6 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,869 | $51.8 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 808 | $46.8 萬 | 0.1% | 歷史 |
| CNICanadian National Railway Co | Stock | 2,039 | $20.2 萬 | <0.1% | 歷史 |