Midwest Professional Planners, LTD.
- SEC CIK
- 0001730575
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 131
- 較 2026 年第 1 季 −6
- 總值
- $5.10 億
- 較 2026 年第 1 季 +$8,577 萬 (+20.2%)
| 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 | 72,460 | $5,411 萬 | 10.6% | +4,610+6.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 23,035 | $1,665 萬 | 3.3% | −1,195−4.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 37,324 | $1,617 萬 | 3.2% | −1,398−3.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 78,985 | $1,580 萬 | 3.1% | −162−0.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 26,424 | $1,535 萬 | 3.0% | +688+2.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 35,291 | $1,333 萬 | 2.6% | −3,044−7.9% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 113,969 | $1,258 萬 | 2.5% | −41,505−26.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 137,108 | $1,057 萬 | 2.1% | +52,821+62.7% | 加碼 | – |
| CMICummins Inc | Stock | 12,700 | $905.8 萬 | 1.8% | +443+3.6% | 加碼 | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 393,713 | $901.2 萬 | 1.8% | +28,893+7.9% | 加碼 | – |
| MUMicron Technology Inc | Stock | 7,516 | $867.6 萬 | 1.7% | −46−0.6% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 71,494 | $839.7 萬 | 1.6% | +4,419+6.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 24,533 | $803.0 萬 | 1.6% | −1,315−5.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,445 | $785.4 萬 | 1.5% | +1,547+10.4% | 加碼 | 歷史 |
| TERTeradyne, Inc | Stock | 15,671 | $758.2 萬 | 1.5% | +325+2.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 17,273 | $736.1 萬 | 1.4% | −92−0.5% | 減碼 | 歷史 |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 313,050 | $700.3 萬 | 1.4% | +48,361+18.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 66,600 | $691.8 萬 | 1.4% | −31,993−32.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 68,382 | $676.8 萬 | 1.3% | +4,784+7.5% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 6,662 | $673.8 萬 | 1.3% | +83+1.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 35,048 | $665.0 萬 | 1.3% | +586+1.7% | 加碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,165 | $646.6 萬 | 1.3% | +105+0.7% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 92,315 | $631.5 萬 | 1.2% | −3,145−3.3% | 減碼 | – |
| MCOMoodys Corp | Stock | 12,186 | $551.9 萬 | 1.1% | +10+0.1% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 15,419 | $546.7 萬 | 1.1% | +410+2.7% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 53,324 | $545.5 萬 | 1.1% | −4,574−7.9% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 26,245 | $526.5 萬 | 1.0% | −3,234−11.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,604 | $524.3 萬 | 1.0% | −91−1.6% | 減碼 | 歷史 |
| OSKOshkosh Corp | COM | 33,084 | $507.8 萬 | 1.0% | +1,740+5.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 9,773 | $497.9 萬 | 1.0% | −20.0% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 17,407 | $473.5 萬 | 0.9% | +2,328+15.4% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 13,655 | $461.9 萬 | 0.9% | +438+3.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,142 | $450.9 萬 | 0.9% | +642+5.1% | 加碼 | 歷史 |
| Uscf ETF Tr90290T809 | SUMMERHAVEN K1 | 167,272 | $442.3 萬 | 0.9% | +16,756+11.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,705 | $436.6 萬 | 0.9% | −655−5.3% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 92,854 | $418.9 萬 | 0.8% | +946+1.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,051 | $408.0 萬 | 0.8% | +732+55.5% | 加碼 | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 37,666 | $406.1 萬 | 0.8% | −1,273−3.3% | 減碼 | – |
| iShares Tr46429B291 | A RATE CP BD ETF | 83,588 | $397.2 萬 | 0.8% | +4,712+6.0% | 加碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 17,915 | $396.3 萬 | 0.8% | −953−5.1% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 9,990 | $393.6 萬 | 0.8% | −550−5.2% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 23,809 | $391.9 萬 | 0.8% | +23,809 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,295 | $389.9 萬 | 0.8% | −478−8.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 13,457 | $389.4 萬 | 0.8% | +88+0.7% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 15,915 | $385.8 萬 | 0.8% | +15,915 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,688 | $375.1 萬 | 0.7% | −5,267−21.1% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 11,639 | $366.2 萬 | 0.7% | +557+5.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 17,384 | $359.8 萬 | 0.7% | +1,105+6.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,875 | $348.9 萬 | 0.7% | +268+2.8% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 11,447 | $345.4 萬 | 0.7% | +1,227+12.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 155,906 | $345.2 萬 | 0.7% | +37,073+31.2% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 8,642 | $343.3 萬 | 0.7% | −131−1.5% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,051 | $341.9 萬 | 0.7% | +82+0.4% | 加碼 | – |
| ORCLOracle Corp | Stock | 22,912 | $335.8 萬 | 0.7% | +110+0.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,518 | $334.7 萬 | 0.7% | +67+1.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 19,062 | $323.8 萬 | 0.6% | +517+2.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,675 | $319.7 萬 | 0.6% | −213−3.6% | 減碼 | 歷史 |
| EPREpr Properties | COM SH BEN INT | 53,325 | $309.3 萬 | 0.6% | +15,793+42.1% | 加碼 | 歷史 |
| MAINMain Street Capital CORP | CEF | 57,168 | $296.6 萬 | 0.6% | +2,783+5.1% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 31,125 | $281.6 萬 | 0.6% | +1,546+5.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,172 | $281.1 萬 | 0.6% | +275+2.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 5,502 | $280.2 萬 | 0.5% | +490+9.8% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 12,514 | $278.9 萬 | 0.5% | −426−3.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 22,794 | $267.7 萬 | 0.5% | −652−2.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,265 | $263.1 萬 | 0.5% | +588+8.8% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 9,239 | $259.6 萬 | 0.5% | +4,632+100.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 2,587 | $248.8 萬 | 0.5% | +18+0.7% | 加碼 | 歷史 |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 32,777 | $241.4 萬 | 0.5% | +3,813+13.2% | 加碼 | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 1,164 | $241.3 萬 | 0.5% | +769+194.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,039 | $239.3 萬 | 0.5% | +809+8.8% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1,146 | $238.5 萬 | 0.5% | +135+13.4% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 8,858 | $230.6 萬 | 0.5% | +2,395+37.1% | 加碼 | 歷史 |
| TRMDTORM plc | SHS CL A | 87,282 | $227.5 萬 | 0.4% | −4,223−4.6% | 減碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 47,546 | $226.7 萬 | 0.4% | +2,318+5.1% | 加碼 | 歷史 |
| PBAPembina Pipeline Corp | COM | 48,619 | $224.9 萬 | 0.4% | +24,611+102.5% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 9,142 | $218.5 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 15,833 | $216.5 萬 | 0.4% | +1,922+13.8% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 6,759 | $215.1 萬 | 0.4% | +1,335+24.6% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 22,018 | $208.2 萬 | 0.4% | +1,618+7.9% | 加碼 | – |
| DACDanaos Corp | SHS | 16,855 | $206.3 萬 | 0.4% | +11,670+225.1% | 加碼 | 歷史 |
| TRPTC Energy Corp | COM | 30,954 | $205.2 萬 | 0.4% | +14,643+89.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 35,967 | $203.1 萬 | 0.4% | +4,028+12.6% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 24,634 | $202.3 萬 | 0.4% | +922+3.9% | 加碼 | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 22,672 | $197.3 萬 | 0.4% | +2,874+14.5% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 15,606 | $178.2 萬 | 0.3% | +1,018+7.0% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 3,471 | $172.4 萬 | 0.3% | −78−2.2% | 減碼 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 76,724 | $166.1 萬 | 0.3% | +18,927+32.7% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 4,300 | $161.4 萬 | 0.3% | +763+21.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,675 | $154.5 萬 | 0.3% | +130+3.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,040 | $149.9 萬 | 0.3% | +1,211+15.5% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 20,906 | $142.8 萬 | 0.3% | +212+1.0% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 76,617 | $142.0 萬 | 0.3% | +7,570+11.0% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 9,848 | $134.7 萬 | 0.3% | +2,625+36.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 9,867 | $133.7 萬 | 0.3% | +1,292+15.1% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 25,756 | $125.3 萬 | 0.2% | +1,964+8.3% | 加碼 | 歷史 |
| MFCManulife Financial Corp | COM | 30,647 | $124.2 萬 | 0.2% | +2,945+10.6% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 15,437 | $124.0 萬 | 0.2% | +1,816+13.3% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 67,512 | $121.0 萬 | 0.2% | −153−0.2% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 11,809 | $113.5 萬 | 0.2% | +321+2.8% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,753 | $111.2 萬 | 0.2% | +52+3.1% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（14 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287374 | NORTH AMERN NAT | 57,384 | $361.2 萬 | 0.9% | – |
| GLDSPDR Gold Trust | ETF | 7,458 | $320.9 萬 | 0.8% | 歷史 |
| ABTAbbott Laboratories | Stock | 14,281 | $146.6 萬 | 0.3% | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,595 | $131.1 萬 | 0.3% | 歷史 |
| EAElectronic Arts Inc. | COM | 6,101 | $124.4 萬 | 0.3% | 歷史 |
| NKENIKE, Inc. | Stock | 17,904 | $94.6 萬 | 0.2% | 歷史 |
| SNPSSynopsys Inc | COM | 1,776 | $70.4 萬 | 0.2% | 歷史 |
| EOGEOG Resources Inc | Stock | 4,320 | $62.5 萬 | 0.1% | 歷史 |
| BXPBXP, Inc. | COM | 11,366 | $59.0 萬 | 0.1% | 歷史 |
| NOGNorthern Oil & Gas, Inc. | COM | 19,822 | $57.9 萬 | 0.1% | 歷史 |
| NICNicolet Bankshares Inc | COM | 3,810 | $56.6 萬 | 0.1% | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 2,354 | $49.2 萬 | 0.1% | 歷史 |
| PEPPepsiCo Inc | Stock | 3,141 | $48.8 萬 | 0.1% | 歷史 |
| ABRArbor Realty Trust Inc | COM | 39,577 | $30.5 萬 | 0.1% | 歷史 |