MAIRS & POWER INC
St Paul MN · SEC CIK 0001070134
$109.00亿2026Q2 申报市值
254持仓数
44.3%前十大占比 · 第一大 8.6%
16 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AJG 新建仓+$7,152.00万
CME 新建仓+$4,319.10万
WM 加仓+$4,296.79万
GOOG 加仓+$2,537.93万
PANW 加仓+$2,290.36万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$7,528.39万
LFUS 减仓-$5,582.62万
QCOM 减仓-$5,510.86万
HONEYWELL INTL I 清仓-$4,711.55万
JPM 减仓-$4,276.47万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AXGN | AXOGEN INC | $101.62万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $102.56万 | 0.01% | 3,647 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $103.37万 | 0.01% | 7,058 | 7,058 | — | $103.37万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $103.59万 | 0.01% | 17,355 | -3,160 | -15.4% | -$18.86万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $104.90万 | 0.01% | 9,556 | -138 | -1.4% | -$1.51万 | 减仓 |
| BAC | BANK OF AMER CORP | $105.93万 | 0.01% | 18,591 | -3,116 | -14.4% | -$17.75万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $106.18万 | 0.01% | 12,097 | -175 | -1.4% | -$1.54万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $107.73万 | 0.01% | 7,119 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $109.50万 | 0.01% | 2,080 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $110.53万 | 0.01% | 3,270 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $110.80万 | 0.01% | 6,554 | -50 | -0.8% | -$8,453 | 减仓 |
| VCEL | VERICEL CORP | $115.07万 | 0.01% | 25,865 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $116.75万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $117.02万 | 0.01% | 10,176 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $119.20万 | 0.01% | 6,746 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $121.65万 | 0.01% | 3,023 | -100 | -3.2% | -$4.02万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $123.71万 | 0.01% | 11,508 | -5,919 | -34.0% | -$63.63万 | 减仓 |
| PEP | PEPSICO INC | $124.23万 | 0.01% | 9,175 | 197 | 2.2% | $2.67万 | 加仓 |
| SYK | STRYKER CORPORATION | $128.20万 | 0.01% | 4,072 | -83 | -2.0% | -$2.61万 | 减仓 |
| GLD | SPDR GOLD TR | $129.49万 | 0.01% | 3,515 | 2,085 | 145.8% | $76.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $130.36万 | 0.01% | 1,770 | 10 | 0.6% | $7,365 | 加仓 |
| MGEE | MGE ENERGY INC | $134.61万 | 0.01% | 16,508 | 16,508 | — | $134.61万 | 新建仓 |
| CIEN | CIENA CORP | $137.36万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $138.37万 | 0.01% | 3,663 | 130 | 3.7% | $4.91万 | 加仓 |
| WAB | WABTEC | $141.19万 | 0.01% | 5,237 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.23万 | 0.01% | 24,684 | 484 | 2.0% | $2.79万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $147.47万 | 0.01% | 16,644 | -5,595 | -25.2% | -$49.57万 | 减仓 |
| LOW | LOWES COS INC | $150.64万 | 0.01% | 6,832 | -18 | -0.3% | -$3,969 | 减仓 |
| VB | VANGUARD INDEX FDS | $155.03万 | 0.01% | 5,114 | -691 | -11.9% | -$20.95万 | 减仓 |
| RTX | RTX CORPORATION | $160.25万 | 0.01% | 8,446 | -116 | -1.4% | -$2.20万 | 减仓 |
| PFE | PFIZER INC | $162.97万 | 0.01% | 67,679 | -4,150 | -5.8% | -$9.99万 | 减仓 |
| EFA | ISHARES TR | $169.50万 | 0.02% | 16,317 | 615 | 3.9% | $6.39万 | 加仓 |
| AMGN | AMGEN INC | $178.31万 | 0.02% | 4,924 | -40 | -0.8% | -$1.45万 | 减仓 |
| WMT | WALMART INC | $178.95万 | 0.02% | 15,800 | 100 | 0.6% | $1.13万 | 加仓 |
| XYL | XYLEM INC | $182.63万 | 0.02% | 15,450 | 1,360 | 9.7% | $16.08万 | 加仓 |
| KO | COCA COLA CO | $190.74万 | 0.02% | 23,470 | 155 | 0.7% | $1.26万 | 加仓 |
| ORCL | ORACLE CORP | $199.94万 | 0.02% | 13,643 | -17,075 | -55.6% | -$250.23万 | 减仓 |
| INTC | INTEL CORP | $202.92万 | 0.02% | 14,533 | 200 | 1.4% | $2.79万 | 加仓 |
| CSCO | CISCO SYS INC | $231.76万 | 0.02% | 19,731 | -96 | -0.5% | -$1.13万 | 减仓 |
| GIS | GENERAL MILLS INC | $244.15万 | 0.02% | 70,157 | -26,767 | -27.6% | -$93.15万 | 减仓 |
| APG | API GROUP CORP | $245.50万 | 0.02% | 57,969 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $262.08万 | 0.02% | 63,845 | -2,110 | -3.2% | -$8.66万 | 减仓 |
| COP | CONOCOPHILLIPS | $268.68万 | 0.02% | 25,845 | -183 | -0.7% | -$1.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $277.18万 | 0.03% | 2,963 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $279.86万 | 0.03% | 39,279 | -5,958 | -13.2% | -$42.45万 | 减仓 |
| GE | GE AEROSPACE | $281.23万 | 0.03% | 7,525 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $317.03万 | 0.03% | 39,348 | -4,640 | -10.5% | -$37.38万 | 减仓 |
| HWKN | HAWKINS INC | $357.18万 | 0.03% | 25,136 | -815 | -3.1% | -$11.58万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $366.63万 | 0.03% | 51,191 | -34,811 | -40.5% | -$249.32万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.03% | 5 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $380.72万 | 0.03% | 14,085 | -244 | -1.7% | -$6.60万 | 减仓 |
| SYY | SYSCO CORP | $405.73万 | 0.04% | 48,544 | -50,735 | -51.1% | -$424.04万 | 减仓 |
| PII | POLARIS INC | $419.61万 | 0.04% | 61,311 | -1,180 | -1.9% | -$8.08万 | 减仓 |
| KHC | KRAFT HEINZ CO | $422.06万 | 0.04% | 178,686 | -137,877 | -43.6% | -$325.67万 | 减仓 |
| PNR | PENTAIR PLC | $437.25万 | 0.04% | 57,038 | -540 | -0.9% | -$4.14万 | 减仓 |
| CTAS | CINTAS CORP | $463.67万 | 0.04% | 27,262 | 4,824 | 21.5% | $82.05万 | 加仓 |
| OSK | OSHKOSH CORP | $509.29万 | 0.05% | 33,183 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $547.78万 | 0.05% | 106,200 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $558.88万 | 0.05% | 72,441 | -72 | -0.1% | -$5,555 | 减仓 |
| HUBG | HUB GROUP INC | $568.74万 | 0.05% | 129,879 | -30,054 | -18.8% | -$131.61万 | 减仓 |
| TREX | TREX INC | $580.57万 | 0.05% | 116,022 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $595.62万 | 0.05% | 14,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $618.27万 | 0.06% | 8,279 | -18,901 | -69.5% | -$1,411.51万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $630.19万 | 0.06% | 240,716 | -45 | -0.0% | -$1,178 | 减仓 |
| ALRS | ALERUS FINL CORP | $632.63万 | 0.06% | 203,417 | 123,981 | 156.1% | $385.58万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $659.74万 | 0.06% | 42,696 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $662.02万 | 0.06% | 51,519 | 1,171 | 2.3% | $15.05万 | 加仓 |
| CVX | CHEVRON CORPORATION | $682.05万 | 0.06% | 41,147 | 2,130 | 5.5% | $35.31万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $703.74万 | 0.06% | 172,317 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $731.24万 | 0.07% | 98,285 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $756.57万 | 0.07% | 261,246 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $795.81万 | 0.07% | 11,007 | -320 | -2.8% | -$23.14万 | 减仓 |
| IVV | ISHARES TR | $797.85万 | 0.07% | 10,654 | 4,193 | 64.9% | $314.00万 | 加仓 |
| RDNT | RADNET INC | $820.93万 | 0.08% | 133,116 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $830.80万 | 0.08% | 12,096 | -2,770 | -18.6% | -$190.25万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $830.91万 | 0.08% | 270,040 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $851.33万 | 0.08% | 94,824 | 36,930 | 63.8% | $331.56万 | 加仓 |
| QCRH | QCR HLDGS INC | $885.90万 | 0.08% | 91,002 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $905.21万 | 0.08% | 63,235 | -1,517 | -2.3% | -$21.72万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $942.77万 | 0.09% | 58,659 | 915 | 1.6% | $14.71万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $978.24万 | 0.09% | 67,465 | 8,365 | 14.2% | $121.29万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $1,008.26万 | 0.09% | 389,291 | -43,900 | -10.1% | -$113.70万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $1,054.06万 | 0.10% | 470,668 | 59,803 | 14.6% | $133.93万 | 加仓 |
| HSY | HERSHEY CO | $1,071.02万 | 0.10% | 61,044 | -3,516 | -5.4% | -$61.69万 | 减仓 |
| KNF | KNIFE RIVER CORP | $1,073.87万 | 0.10% | 128,377 | -6,051 | -4.5% | -$50.62万 | 减仓 |
| AMBA | AMBARELLA INC | $1,084.11万 | 0.10% | 126,353 | 8,772 | 7.5% | $75.26万 | 加仓 |
| — | EXXON MOBIL CORP | $1,118.40万 | 0.10% | 81,802 | -1,721 | -2.1% | -$23.53万 | 减仓 |
| ABBV | ABBVIE INC | $1,124.88万 | 0.10% | 44,702 | -615 | -1.4% | -$15.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,180.42万 | 0.11% | 23,590 | -339 | -1.4% | -$16.96万 | 减仓 |
| PLXS | PLEXUS CORP | $1,180.91万 | 0.11% | 39,276 | -6,592 | -14.4% | -$198.20万 | 减仓 |
| AIR | AAR CORP | $1,199.65万 | 0.11% | 83,933 | -5,458 | -6.1% | -$78.01万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,458.08万 | 0.13% | 135,283 | -28,601 | -17.5% | -$308.26万 | 减仓 |
| BMI | BADGER METER INC | $1,475.85万 | 0.14% | 99,464 | -5,351 | -5.1% | -$79.40万 | 减仓 |
| CLFD | CLEARFIELD INC | $1,532.94万 | 0.14% | 385,257 | -346,476 | -47.4% | -$1,378.63万 | 减仓 |
| DIS | DISNEY WALT CO | $1,671.15万 | 0.15% | 173,626 | -66,220 | -27.6% | -$637.37万 | 减仓 |
| CAT | CATERPILLAR INC | $1,927.68万 | 0.18% | 18,102 | -348 | -1.9% | -$37.06万 | 减仓 |
| GOOGL | ALPHABET INC | $1,934.37万 | 0.18% | 54,128 | -1,638 | -2.9% | -$58.54万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $1,995.69万 | 0.18% | 216,288 | -31,444 | -12.7% | -$290.13万 | 减仓 |
| TGT | TARGET CORP | $2,080.11万 | 0.19% | 159,261 | -9,618 | -5.7% | -$125.62万 | 减仓 |
| GLW | CORNING INC | $2,182.57万 | 0.20% | 85,447 | -2,803 | -3.2% | -$71.60万 | 减仓 |