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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $1,767.64万 | 0.18% | 27,180 | 126 | 0.5% | $8.19万 | 加仓 |
| CLFD | CLEARFIELD INC | $1,936.90万 | 0.20% | 731,733 | 1,545 | 0.2% | $4.09万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,948.36万 | 0.20% | 99,747 | -8,831 | -8.1% | -$172.50万 | 减仓 |
| TGT | TARGET CORP | $2,046.82万 | 0.21% | 168,879 | -25,879 | -13.3% | -$313.65万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $2,253.56万 | 0.23% | 292,177 | 292,177 | — | $2,253.56万 | 新建仓 |
| DIS | DISNEY WALT CO | $2,311.64万 | 0.24% | 239,846 | -56,337 | -19.0% | -$542.98万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,328.19万 | 0.24% | 247,732 | -25,625 | -9.4% | -$240.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,528.29万 | 0.26% | 124,436 | 13,655 | 12.3% | $277.44万 | 加仓 |
| USB | US BANCORP | $3,128.50万 | 0.32% | 601,518 | -46,462 | -7.2% | -$241.65万 | 减仓 |
| XEL | XCEL ENERGY INC | $3,195.58万 | 0.33% | 402,263 | 5,983 | 1.5% | $47.53万 | 加仓 |
| MDT | MEDTRONIC PLC | $3,483.06万 | 0.36% | 401,968 | -10,782 | -2.6% | -$93.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,515.81万 | 0.36% | 243,410 | 27,144 | 12.6% | $392.07万 | 加仓 |
| ZTS | ZOETIS INC | $3,583.13万 | 0.37% | 303,116 | 76,716 | 33.9% | $906.86万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $4,116.19万 | 0.42% | 85,720 | 19,055 | 28.6% | $915.00万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4,153.93万 | 0.42% | 142,414 | 28,614 | 25.1% | $834.61万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $4,180.32万 | 0.43% | 546,090 | 370,229 | 210.5% | $2,834.10万 | 加仓 |
| DCI | DONALDSON INC | $4,238.19万 | 0.43% | 499,374 | -61,279 | -10.9% | -$520.08万 | 减仓 |
| WK | WORKIVA INC | $4,267.36万 | 0.44% | 715,640 | -12,354 | -1.7% | -$73.67万 | 减仓 |
| IDA | IDACORP INC | $4,308.79万 | 0.44% | 301,377 | -1,131 | -0.4% | -$16.17万 | 减仓 |
| TXN | TEXAS INSTRS INC | $4,487.57万 | 0.46% | 231,151 | -4,273 | -1.8% | -$82.96万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,501.55万 | 0.46% | 148,821 | -10,638 | -6.7% | -$321.78万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,604.60万 | 0.47% | 99,885 | 37,608 | 60.4% | $1,733.69万 | 加仓 |
| — | HONEYWELL INTL INC | $4,711.55万 | 0.48% | 208,448 | -25,528 | -10.9% | -$577.01万 | 减仓 |
| HD | HOME DEPOT INC | $5,045.11万 | 0.52% | 153,398 | -3,655 | -2.3% | -$120.21万 | 减仓 |
| MMM | 3M CO | $5,109.88万 | 0.52% | 351,848 | 2,701 | 0.8% | $39.23万 | 加仓 |
| TNC | TENNANT CO | $5,335.00万 | 0.55% | 803,464 | -268,160 | -25.0% | -$1,780.58万 | 减仓 |
| CGNX | COGNEX CORP | $5,995.76万 | 0.61% | 1,223,875 | 52,279 | 4.5% | $256.11万 | 加仓 |
| QCOM | QUALCOMM INC | $6,156.41万 | 0.63% | 478,055 | -72,253 | -13.1% | -$930.48万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $6,982.87万 | 0.71% | 95,937 | -7,936 | -7.6% | -$577.63万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $7,410.50万 | 0.76% | 721,778 | 13,697 | 1.9% | $140.63万 | 加仓 |
| HRL | HORMEL FOODS CORP | $7,741.68万 | 0.79% | 3,417,959 | -371,554 | -9.8% | -$841.57万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8,539.91万 | 0.87% | 532,679 | 312,032 | 141.4% | $5,002.50万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $8,756.77万 | 0.89% | 197,047 | 154,436 | 362.4% | $6,863.14万 | 加仓 |
| WM | WASTE MGMT INC DEL | $9,151.16万 | 0.94% | 398,240 | 397,240 | 39,724.0% | $9,128.18万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.02亿 | 1.04% | 283,553 | -46,781 | -14.2% | -$1,678.88万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.09亿 | 1.11% | 1,365,876 | -363,465 | -21.0% | -$2,893.55万 | 减仓 |
| FISV | FISERV INC | $1.20亿 | 1.23% | 2,152,853 | 509,603 | 31.0% | $2,843.58万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.40亿 | 1.43% | 437,760 | -31,832 | -6.8% | -$1,020.38万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.41亿 | 1.44% | 848,203 | -14,280 | -1.7% | -$237.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.41亿 | 1.44% | 577,590 | -226,756 | -28.2% | -$5,542.83万 | 减仓 |
| TECH | BIO-TECHNE CORP | $1.44亿 | 1.47% | 2,750,282 | -17,257 | -0.6% | -$90.19万 | 减仓 |
| FUL | FULLER H B CO | $1.46亿 | 1.49% | 2,361,617 | -49,450 | -2.1% | -$305.01万 | 减仓 |
| ENTG | ENTEGRIS INC | $1.57亿 | 1.61% | 1,343,104 | -5,882 | -0.4% | -$68.96万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.64亿 | 1.68% | 486,253 | -294 | -0.1% | -$9.94万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.66亿 | 1.70% | 3,315,436 | -58,236 | -1.7% | -$292.34万 | 减仓 |
| FAST | FASTENAL CO | $1.82亿 | 1.86% | 3,922,442 | -745,057 | -16.0% | -$3,457.07万 | 减仓 |
| META | META PLATFORMS INC | $1.86亿 | 1.90% | 324,625 | 8,096 | 2.6% | $463.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.01亿 | 2.05% | 741,083 | -89,452 | -10.8% | -$2,420.48万 | 减仓 |
| ECL | ECOLAB INC | $2.03亿 | 2.07% | 761,818 | -8,753 | -1.1% | -$232.85万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $2.07亿 | 2.12% | 2,889,060 | -67,887 | -2.3% | -$487.16万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2.21亿 | 2.26% | 1,910,685 | 1,911 | 0.1% | $22.12万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.35亿 | 2.40% | 540,732 | 15,518 | 3.0% | $673.43万 | 加仓 |
| NVT | NVENT ELEC PLC | $2.44亿 | 2.50% | 2,066,420 | -44,791 | -2.1% | -$529.79万 | 减仓 |
| LFUS | LITTELFUSE INC | $2.46亿 | 2.51% | 724,710 | -54,241 | -7.0% | -$1,840.67万 | 减仓 |
| TTC | TORO CO | $2.54亿 | 2.60% | 2,718,983 | -703,840 | -20.6% | -$6,576.68万 | 减仓 |
| V | VISA INC | $2.54亿 | 2.60% | 840,917 | 38,399 | 4.8% | $1,160.57万 | 加仓 |
| LLY | ELI LILLY & CO | $3.00亿 | 3.07% | 326,306 | -19,039 | -5.5% | -$1,751.15万 | 减仓 |
| AAPL | APPLE INC | $3.07亿 | 3.13% | 1,208,398 | -9,088 | -0.7% | -$230.64万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $3.10亿 | 3.17% | 1,054,197 | -222,207 | -17.4% | -$6,536.44万 | 减仓 |
| GGG | GRACO INC | $3.23亿 | 3.30% | 3,815,684 | -89,898 | -2.3% | -$760.99万 | 减仓 |
| GOOG | ALPHABET INC | $4.62亿 | 4.72% | 1,611,610 | -86,359 | -5.1% | -$2,477.29万 | 减仓 |
| AMZN | AMAZON COM INC | $5.42亿 | 5.54% | 2,602,912 | 10,144 | 0.4% | $211.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $7.19亿 | 7.35% | 1,942,391 | 29,495 | 1.5% | $1,091.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8.30亿 | 8.49% | 4,761,351 | -188,297 | -3.8% | -$3,283.90万 | 减仓 |