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 |
|---|---|---|---|---|---|---|---|---|
| HONA | HONEYWELL AEROSPACE INC | $2,211.70万 | 0.20% | 100,041 | 100,041 | — | $2,211.70万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $2,734.70万 | 0.25% | 93,395 | -6,352 | -6.4% | -$185.99万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,842.48万 | 0.26% | 363,349 | -38,619 | -9.6% | -$302.12万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,848.04万 | 0.26% | 127,173 | 2,737 | 2.2% | $61.30万 | 加仓 |
| BSY | BENTLEY SYS INC | $2,899.67万 | 0.27% | 970,114 | 733,956 | 310.8% | $2,193.79万 | 加仓 |
| XEL | XCEL ENERGY INC | $3,151.75万 | 0.29% | 392,497 | -9,766 | -2.4% | -$78.42万 | 减仓 |
| QCOM | QUALCOMM INC | $3,323.12万 | 0.30% | 179,832 | -298,223 | -62.4% | -$5,510.86万 | 减仓 |
| ZTS | ZOETIS INC | $3,359.56万 | 0.31% | 467,515 | 164,399 | 54.2% | $1,181.37万 | 加仓 |
| USB | US BANCORP | $3,391.18万 | 0.31% | 561,453 | -40,065 | -6.7% | -$241.99万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,598.88万 | 0.33% | 245,423 | 2,013 | 0.8% | $29.52万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $3,821.54万 | 0.35% | 451,826 | 159,649 | 54.6% | $1,350.31万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $3,938.95万 | 0.36% | 544,505 | -1,585 | -0.3% | -$11.47万 | 减仓 |
| WK | WORKIVA INC | $4,023.86万 | 0.37% | 829,491 | 113,851 | 15.9% | $552.29万 | 加仓 |
| DCI | DONALDSON INC | $4,162.79万 | 0.38% | 463,717 | -35,657 | -7.1% | -$320.09万 | 减仓 |
| CME | CME GROUP INC | $4,319.10万 | 0.40% | 195,585 | 195,585 | — | $4,319.10万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $4,592.34万 | 0.42% | 86,715 | 995 | 1.2% | $52.69万 | 加仓 |
| IDA | IDACORP INC | $4,689.85万 | 0.43% | 309,970 | 8,593 | 2.9% | $130.01万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,925.31万 | 0.45% | 145,612 | -3,209 | -2.2% | -$108.54万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $5,165.78万 | 0.47% | 156,482 | 14,068 | 9.9% | $464.41万 | 加仓 |
| HD | HOME DEPOT INC | $5,376.69万 | 0.49% | 152,452 | -946 | -0.6% | -$33.36万 | 减仓 |
| MMM | 3M CO | $5,656.32万 | 0.52% | 349,350 | -2,498 | -0.7% | -$40.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,824.38万 | 0.53% | 146,459 | 46,574 | 46.6% | $1,852.15万 | 加仓 |
| TNC | TENNANT CO | $5,968.48万 | 0.55% | 681,800 | -121,664 | -15.1% | -$1,065.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,481.62万 | 0.59% | 217,453 | -13,698 | -5.9% | -$408.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,618.20万 | 0.61% | 729,358 | 7,580 | 1.1% | $68.78万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $7,152.00万 | 0.66% | 311,539 | 311,539 | — | $7,152.00万 | 新建仓 |
| WFC | WELLS FARGO & CO | $7,207.75万 | 0.66% | 872,186 | -493,690 | -36.1% | -$4,079.85万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $7,242.52万 | 0.66% | 91,125 | -4,812 | -5.0% | -$382.45万 | 减仓 |
| HRL | HORMEL FOODS CORP | $8,433.95万 | 0.77% | 3,398,047 | -19,912 | -0.6% | -$49.42万 | 减仓 |
| CGNX | COGNEX CORP | $9,471.49万 | 0.87% | 1,307,856 | 83,981 | 6.9% | $608.19万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $9,820.03万 | 0.90% | 214,056 | 17,009 | 8.6% | $780.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.07亿 | 0.99% | 423,010 | -154,580 | -26.8% | -$3,925.87万 | 减仓 |
| FISV | FISERV INC | $1.12亿 | 1.03% | 2,293,029 | 140,176 | 6.5% | $687.56万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.28亿 | 1.17% | 257,811 | -25,742 | -9.1% | -$1,274.43万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.32亿 | 1.21% | 591,025 | 192,785 | 48.4% | $4,296.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.39亿 | 1.28% | 3,291,850 | -23,586 | -0.7% | -$99.86万 | 减仓 |
| FUL | FULLER H B CO | $1.42亿 | 1.30% | 2,435,168 | 73,551 | 3.1% | $428.73万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.45亿 | 1.33% | 770,708 | -77,495 | -9.1% | -$1,459.54万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.52亿 | 1.39% | 440,586 | 2,826 | 0.6% | $97.30万 | 加仓 |
| FAST | FASTENAL CO | $1.86亿 | 1.71% | 3,870,891 | -51,551 | -1.3% | -$247.60万 | 减仓 |
| META | META PLATFORMS INC | $1.88亿 | 1.72% | 332,871 | 8,246 | 2.5% | $464.49万 | 加仓 |
| TECH | BIO-TECHNE CORP | $1.91亿 | 1.75% | 2,700,698 | -49,584 | -1.8% | -$350.31万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $2.03亿 | 1.86% | 2,657,913 | -231,147 | -8.0% | -$1,763.42万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.05亿 | 1.88% | 599,841 | 67,162 | 12.6% | $2,290.36万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2.09亿 | 1.92% | 1,787,905 | -122,780 | -6.4% | -$1,433.70万 | 减仓 |
| ECL | ECOLAB INC | $2.17亿 | 1.99% | 777,541 | 15,723 | 2.1% | $438.06万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.26亿 | 2.08% | 544,876 | 4,144 | 0.8% | $172.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.27亿 | 2.09% | 476,245 | -10,008 | -2.1% | -$477.95万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.33亿 | 2.14% | 559,951 | -181,132 | -24.4% | -$7,528.39万 | 减仓 |
| ENTG | ENTEGRIS INC | $2.34亿 | 2.15% | 1,301,640 | -41,464 | -3.1% | -$745.77万 | 减仓 |
| TTC | TORO CO | $2.61亿 | 2.39% | 2,676,474 | -42,509 | -1.6% | -$414.12万 | 减仓 |
| LFUS | LITTELFUSE INC | $2.74亿 | 2.52% | 602,104 | -122,606 | -16.9% | -$5,582.62万 | 减仓 |
| GGG | GRACO INC | $2.87亿 | 2.63% | 3,797,451 | -18,233 | -0.5% | -$137.86万 | 减仓 |
| V | VISA INC | $2.92亿 | 2.68% | 852,050 | 11,133 | 1.3% | $381.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3.02亿 | 2.77% | 923,550 | -130,647 | -12.4% | -$4,276.47万 | 减仓 |
| AAPL | APPLE INC | $3.29亿 | 3.02% | 1,138,448 | -69,950 | -5.8% | -$2,024.07万 | 减仓 |
| NVT | NVENT ELEC PLC | $3.48亿 | 3.19% | 2,052,813 | -13,607 | -0.7% | -$230.79万 | 减仓 |
| LLY | ELI LILLY & CO | $3.86亿 | 3.54% | 322,129 | -4,177 | -1.3% | -$501.00万 | 减仓 |
| GOOG | ALPHABET INC | $5.95亿 | 5.46% | 1,683,439 | 71,829 | 4.5% | $2,537.93万 | 加仓 |
| AMZN | AMAZON COM INC | $6.20亿 | 5.68% | 2,599,441 | -3,471 | -0.1% | -$82.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $7.28亿 | 6.68% | 1,950,737 | 8,346 | 0.4% | $311.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $9.42亿 | 8.64% | 4,707,792 | -53,559 | -1.1% | -$1,071.66万 | 减仓 |