MAIRS & POWER INC
St Paul MN · SEC CIK 0001070134
$97.86亿2026Q1 申报市值
245持仓数
44.0%前十大占比 · 第一大 8.5%
19 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WM 加仓+$9,128.18万
AMP 加仓+$6,863.14万
PANW 加仓+$5,002.50万
FISV 加仓+$2,843.58万
PIPR 加仓+$2,834.10万
2026Q1 卖出最多 按季末市值估算
TTC 减仓-$6,576.68万
JPM 减仓-$6,536.44万
JNJ 减仓-$5,542.83万
CRM 减仓-$4,592.40万
FAST 减仓-$3,457.07万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $75.63万 | 0.01% | 8,132 | 628 | 8.4% | $5.84万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $75.70万 | 0.01% | 30,586 | 586 | 2.0% | $1.45万 | 加仓 |
| IEX | IDEX CORP | $75.82万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $77.17万 | 0.01% | 15,561 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $77.92万 | 0.01% | 2,715 | -320 | -10.5% | -$9.18万 | 减仓 |
| CB | CHUBB LTD SWITZ | $79.49万 | 0.01% | 2,439 | 105 | 4.5% | $3.42万 | 加仓 |
| VCEL | VERICEL CORP | $83.21万 | 0.01% | 25,865 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $88.23万 | 0.01% | 36,117 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.40万 | 0.01% | 3,647 | 20 | 0.6% | $4,848 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $91.30万 | 0.01% | 6,746 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $93.52万 | 0.01% | 9,694 | -725 | -7.0% | -$6.99万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $96.36万 | 0.01% | 3,270 | 2,239 | 217.2% | $65.98万 | 重新持有 |
| CM | CANADIAN IMPERIAL BANK OF CO | $96.42万 | 0.01% | 10,176 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $101.59万 | 0.01% | 1,760 | 214 | 13.8% | $12.35万 | 加仓 |
| UNP | UNION PAC CORP | $101.66万 | 0.01% | 4,190 | -402 | -8.8% | -$9.75万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.35万 | 0.01% | 5,385 | 5,385 | — | $103.35万 | 新建仓 |
| BAC | BANK AMERICA CORP | $105.82万 | 0.01% | 21,707 | -786 | -3.5% | -$3.83万 | 减仓 |
| CIEN | CIENA CORP | $108.70万 | 0.01% | 2,800 | -200 | -6.7% | -$7.76万 | 减仓 |
| AVGO | BROADCOM INC | $109.35万 | 0.01% | 3,533 | 210 | 6.3% | $6.50万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $110.88万 | 0.01% | 20,515 | 20,515 | — | $110.88万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $111.93万 | 0.01% | 7,119 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $113.43万 | 0.01% | 3,123 | -250 | -7.4% | -$9.08万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $113.98万 | 0.01% | 12,272 | -500 | -3.9% | -$4.64万 | 减仓 |
| IDXX | IDEXX LABS INC | $116.87万 | 0.01% | 2,080 | -51 | -2.4% | -$2.87万 | 减仓 |
| PSX | PHILLIPS 66 | $120.31万 | 0.01% | 6,604 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $130.88万 | 0.01% | 5,237 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $136.53万 | 0.01% | 4,155 | -44 | -1.0% | -$1.45万 | 减仓 |
| PEP | PEPSICO INC | $139.42万 | 0.01% | 8,978 | -125 | -1.4% | -$1.94万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $146.77万 | 0.01% | 24,200 | -738 | -3.0% | -$4.48万 | 减仓 |
| VB | VANGUARD INDEX FDS | $152.05万 | 0.02% | 5,805 | 4,309 | 288.0% | $112.86万 | 加仓 |
| EFA | ISHARES TR | $152.52万 | 0.02% | 15,702 | 3,609 | 29.8% | $35.06万 | 加仓 |
| CSCO | CISCO SYS INC | $153.84万 | 0.02% | 19,827 | -438 | -2.2% | -$3.40万 | 减仓 |
| LOW | LOWES COS INC | $161.85万 | 0.02% | 6,850 | -13 | -0.2% | -$3,072 | 减仓 |
| RTX | RTX CORPORATION | $165.16万 | 0.02% | 8,562 | -509 | -5.6% | -$9.82万 | 减仓 |
| XYL | XYLEM INC | $168.38万 | 0.02% | 14,090 | 8,120 | 136.0% | $97.03万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $169.37万 | 0.02% | 22,239 | 22,239 | — | $169.37万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $171.45万 | 0.02% | 17,427 | -2,365 | -11.9% | -$23.27万 | 减仓 |
| AMGN | AMGEN INC | $174.66万 | 0.02% | 4,964 | -560 | -10.1% | -$19.70万 | 减仓 |
| KO | COCA COLA CO | $177.31万 | 0.02% | 23,315 | -96 | -0.4% | -$7,301 | 减仓 |
| ALRS | ALERUS FINL CORP | $188.34万 | 0.02% | 79,436 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $195.12万 | 0.02% | 15,700 | -300 | -1.9% | -$3.73万 | 减仓 |
| PFE | PFIZER INC | $201.70万 | 0.02% | 71,829 | -2,092 | -2.8% | -$5.87万 | 减仓 |
| GE | GE AEROSPACE | $213.54万 | 0.02% | 7,525 | -250 | -3.2% | -$7.09万 | 减仓 |
| APG | API GROUP CORP | $234.89万 | 0.02% | 57,969 | 57,969 | — | $234.89万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $289.88万 | 0.03% | 45,237 | 40,108 | 782.0% | $257.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $295.24万 | 0.03% | 2,963 | 30 | 1.0% | $2.99万 | 加仓 |
| VO | VANGUARD INDEX FDS | $315.81万 | 0.03% | 10,997 | 8,902 | 424.9% | $255.65万 | 加仓 |
| PII | POLARIS INC | $340.58万 | 0.03% | 62,491 | -13,252 | -17.5% | -$72.22万 | 减仓 |
| COP | CONOCOPHILLIPS | $343.57万 | 0.04% | 26,028 | 170 | 0.7% | $2.24万 | 加仓 |
| NKE | NIKE INC | $348.37万 | 0.04% | 65,955 | 2,770 | 4.4% | $14.63万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.04% | 5 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $360.75万 | 0.04% | 96,924 | -11,553 | -10.7% | -$43.00万 | 减仓 |
| CTAS | CINTAS CORP | $379.52万 | 0.04% | 22,438 | 2,821 | 14.4% | $47.71万 | 加仓 |
| AMAT | APPLIED MATLS INC | $387.15万 | 0.04% | 11,327 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $398.61万 | 0.04% | 25,951 | 13,382 | 106.5% | $205.55万 | 加仓 |
| IVV | ISHARES TR | $422.08万 | 0.04% | 6,461 | -20 | -0.3% | -$1.31万 | 减仓 |
| TREX | TREX INC | $422.55万 | 0.04% | 116,022 | 25,370 | 28.0% | $92.40万 | 加仓 |
| MCD | MCDONALDS CORP | $445.35万 | 0.05% | 14,329 | -2,364 | -14.2% | -$73.47万 | 减仓 |
| ORCL | ORACLE CORP | $451.89万 | 0.05% | 30,718 | 2,100 | 7.3% | $30.89万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $456.00万 | 0.05% | 240,761 | 150,088 | 165.5% | $284.27万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $464.22万 | 0.05% | 172,317 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $473.51万 | 0.05% | 72,513 | -374 | -0.5% | -$2.44万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $474.40万 | 0.05% | 106,200 | 8,846 | 9.1% | $39.52万 | 加仓 |
| OSK | OSHKOSH CORP | $488.49万 | 0.05% | 33,183 | -1,886 | -5.4% | -$27.76万 | 减仓 |
| WWD | WOODWARD INC | $501.09万 | 0.05% | 14,000 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $501.56万 | 0.05% | 57,578 | -1,485 | -2.5% | -$12.94万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $567.10万 | 0.06% | 86,002 | 4,320 | 5.3% | $28.49万 | 加仓 |
| HUBG | HUB GROUP INC | $576.40万 | 0.06% | 159,933 | -76,103 | -32.2% | -$274.28万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $585.28万 | 0.06% | 42,696 | -35 | -0.1% | -$4,798 | 减仓 |
| AMBA | AMBARELLA INC | $605.25万 | 0.06% | 117,581 | 117,581 | — | $605.25万 | 新建仓 |
| MRK | MERCK & CO INC | $605.64万 | 0.06% | 50,348 | -1,651 | -3.2% | -$19.86万 | 减仓 |
| PATK | PATRICK INDS INC | $643.03万 | 0.07% | 57,894 | 4,861 | 9.2% | $53.99万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $655.73万 | 0.07% | 261,246 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $682.20万 | 0.07% | 98,285 | 4,147 | 4.4% | $28.78万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $698.32万 | 0.07% | 270,040 | 9,761 | 3.8% | $25.24万 | 加仓 |
| SYY | SYSCO CORP | $708.16万 | 0.07% | 99,279 | -39,255 | -28.3% | -$280.01万 | 减仓 |
| KHC | KRAFT HEINZ CO | $711.95万 | 0.07% | 316,563 | -1,356,268 | -81.1% | -$3,050.25万 | 减仓 |
| RDNT | RADNET INC | $743.99万 | 0.08% | 133,116 | 37,468 | 39.2% | $209.41万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $755.71万 | 0.08% | 59,100 | -9,657 | -14.0% | -$123.48万 | 减仓 |
| QCRH | QCR HLDGS INC | $777.61万 | 0.08% | 91,002 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $802.30万 | 0.08% | 57,744 | 11,111 | 23.8% | $154.38万 | 加仓 |
| CVX | CHEVRON CORPORATION | $807.26万 | 0.08% | 39,017 | 17,405 | 80.5% | $360.11万 | 加仓 |
| BSY | BENTLEY SYS INC | $829.39万 | 0.08% | 236,158 | 153,172 | 184.6% | $537.94万 | 加仓 |
| EMR | EMERSON ELEC CO | $848.38万 | 0.09% | 64,752 | -2,164 | -3.2% | -$28.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $888.35万 | 0.09% | 14,866 | 14,866 | — | $888.35万 | 新建仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $909.04万 | 0.09% | 410,865 | 86,129 | 26.5% | $190.56万 | 加仓 |
| PLXS | PLEXUS CORP | $929.01万 | 0.09% | 45,868 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $933.28万 | 0.10% | 49,996 | -246,017 | -83.1% | -$4,592.40万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $957.35万 | 0.10% | 433,191 | -156,769 | -26.6% | -$346.46万 | 减仓 |
| AIR | AAR CORP | $978.47万 | 0.10% | 89,391 | -22,785 | -20.3% | -$249.40万 | 减仓 |
| ABBV | ABBVIE INC | $985.60万 | 0.10% | 45,317 | -1,139 | -2.5% | -$24.77万 | 减仓 |
| KNF | KNIFE RIVER CORP | $1,097.60万 | 0.11% | 134,428 | 10,573 | 8.5% | $86.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,146.68万 | 0.12% | 23,929 | -928 | -3.7% | -$44.47万 | 减仓 |
| GLW | CORNING INC | $1,199.94万 | 0.12% | 88,250 | -2,100 | -2.3% | -$28.55万 | 减仓 |
| CAT | CATERPILLAR INC | $1,307.11万 | 0.13% | 18,450 | -5 | -0.0% | -$3,542 | 减仓 |
| HSY | HERSHEY CO | $1,342.14万 | 0.14% | 64,560 | -3,048 | -4.5% | -$63.36万 | 减仓 |
| — | EXXON MOBIL CORP | $1,417.05万 | 0.14% | 83,523 | -3,079 | -3.6% | -$52.24万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,476.77万 | 0.15% | 163,884 | -47,934 | -22.6% | -$431.94万 | 减仓 |
| BMI | BADGER METER INC | $1,596.86万 | 0.16% | 104,815 | 2,002 | 1.9% | $30.50万 | 加仓 |
| GOOGL | ALPHABET INC | $1,603.61万 | 0.16% | 55,766 | 5,885 | 11.8% | $169.23万 | 加仓 |