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 |
|---|---|---|---|---|---|---|---|---|
| OSK | OSHKOSH CORP | $488.49万 | 0.05% | 33,183 | -1,886 | -5.4% | -$27.76万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $474.40万 | 0.05% | 106,200 | 8,846 | 9.1% | $39.52万 | 加仓 |
| SOLV | SOLVENTUM CORP | $473.51万 | 0.05% | 72,513 | -374 | -0.5% | -$2.44万 | 减仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $464.22万 | 0.05% | 172,317 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $456.00万 | 0.05% | 240,761 | 150,088 | 165.5% | $284.27万 | 加仓 |
| ORCL | ORACLE CORP | $451.89万 | 0.05% | 30,718 | 2,100 | 7.3% | $30.89万 | 加仓 |
| MCD | MCDONALDS CORP | $445.35万 | 0.05% | 14,329 | -2,364 | -14.2% | -$73.47万 | 减仓 |
| TREX | TREX INC | $422.55万 | 0.04% | 116,022 | 25,370 | 28.0% | $92.40万 | 加仓 |
| IVV | ISHARES TR | $422.08万 | 0.04% | 6,461 | -20 | -0.3% | -$1.31万 | 减仓 |
| HWKN | HAWKINS INC | $398.61万 | 0.04% | 25,951 | 13,382 | 106.5% | $205.55万 | 加仓 |
| AMAT | APPLIED MATLS INC | $387.15万 | 0.04% | 11,327 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $379.52万 | 0.04% | 22,438 | 2,821 | 14.4% | $47.71万 | 加仓 |
| GIS | GENERAL MILLS INC | $360.75万 | 0.04% | 96,924 | -11,553 | -10.7% | -$43.00万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.04% | 5 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $348.37万 | 0.04% | 65,955 | 2,770 | 4.4% | $14.63万 | 加仓 |
| COP | CONOCOPHILLIPS | $343.57万 | 0.04% | 26,028 | 170 | 0.7% | $2.24万 | 加仓 |
| PII | POLARIS INC | $340.58万 | 0.03% | 62,491 | -13,252 | -17.5% | -$72.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $315.81万 | 0.03% | 10,997 | 8,902 | 424.9% | $255.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $295.24万 | 0.03% | 2,963 | 30 | 1.0% | $2.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $289.88万 | 0.03% | 45,237 | 40,108 | 782.0% | $257.02万 | 加仓 |
| APG | API GROUP CORP | $234.89万 | 0.02% | 57,969 | 57,969 | — | $234.89万 | 新建仓 |
| GE | GE AEROSPACE | $213.54万 | 0.02% | 7,525 | -250 | -3.2% | -$7.09万 | 减仓 |
| PFE | PFIZER INC | $201.70万 | 0.02% | 71,829 | -2,092 | -2.8% | -$5.87万 | 减仓 |
| WMT | WALMART INC | $195.12万 | 0.02% | 15,700 | -300 | -1.9% | -$3.73万 | 减仓 |
| ALRS | ALERUS FINL CORP | $188.34万 | 0.02% | 79,436 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $177.31万 | 0.02% | 23,315 | -96 | -0.4% | -$7,301 | 减仓 |
| AMGN | AMGEN INC | $174.66万 | 0.02% | 4,964 | -560 | -10.1% | -$19.70万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $171.45万 | 0.02% | 17,427 | -2,365 | -11.9% | -$23.27万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $169.37万 | 0.02% | 22,239 | 22,239 | — | $169.37万 | 新建仓 |
| XYL | XYLEM INC | $168.38万 | 0.02% | 14,090 | 8,120 | 136.0% | $97.03万 | 加仓 |
| RTX | RTX CORPORATION | $165.16万 | 0.02% | 8,562 | -509 | -5.6% | -$9.82万 | 减仓 |
| LOW | LOWES COS INC | $161.85万 | 0.02% | 6,850 | -13 | -0.2% | -$3,072 | 减仓 |
| CSCO | CISCO SYS INC | $153.84万 | 0.02% | 19,827 | -438 | -2.2% | -$3.40万 | 减仓 |
| EFA | ISHARES TR | $152.52万 | 0.02% | 15,702 | 3,609 | 29.8% | $35.06万 | 加仓 |
| VB | VANGUARD INDEX FDS | $152.05万 | 0.02% | 5,805 | 4,309 | 288.0% | $112.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $146.77万 | 0.01% | 24,200 | -738 | -3.0% | -$4.48万 | 减仓 |
| PEP | PEPSICO INC | $139.42万 | 0.01% | 8,978 | -125 | -1.4% | -$1.94万 | 减仓 |
| SYK | STRYKER CORPORATION | $136.53万 | 0.01% | 4,155 | -44 | -1.0% | -$1.45万 | 减仓 |
| WAB | WABTEC | $130.88万 | 0.01% | 5,237 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $120.31万 | 0.01% | 6,604 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $116.87万 | 0.01% | 2,080 | -51 | -2.4% | -$2.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $113.98万 | 0.01% | 12,272 | -500 | -3.9% | -$4.64万 | 减仓 |
| SNA | SNAP ON INC | $113.43万 | 0.01% | 3,123 | -250 | -7.4% | -$9.08万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $111.93万 | 0.01% | 7,119 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $110.88万 | 0.01% | 20,515 | 20,515 | — | $110.88万 | 新建仓 |
| AVGO | BROADCOM INC | $109.35万 | 0.01% | 3,533 | 210 | 6.3% | $6.50万 | 加仓 |
| CIEN | CIENA CORP | $108.70万 | 0.01% | 2,800 | -200 | -6.7% | -$7.76万 | 减仓 |
| BAC | BANK AMERICA CORP | $105.82万 | 0.01% | 21,707 | -786 | -3.5% | -$3.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.35万 | 0.01% | 5,385 | 5,385 | — | $103.35万 | 新建仓 |
| UNP | UNION PAC CORP | $101.66万 | 0.01% | 4,190 | -402 | -8.8% | -$9.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $101.59万 | 0.01% | 1,760 | 214 | 13.8% | $12.35万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $96.42万 | 0.01% | 10,176 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $96.36万 | 0.01% | 3,270 | 2,239 | 217.2% | $65.98万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $93.52万 | 0.01% | 9,694 | -725 | -7.0% | -$6.99万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $91.30万 | 0.01% | 6,746 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $88.40万 | 0.01% | 3,647 | 20 | 0.6% | $4,848 | 加仓 |
| WY | WEYERHAEUSER CO | $88.23万 | 0.01% | 36,117 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP | $83.21万 | 0.01% | 25,865 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $79.49万 | 0.01% | 2,439 | 105 | 4.5% | $3.42万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $77.92万 | 0.01% | 2,715 | -320 | -10.5% | -$9.18万 | 减仓 |
| OKLO | OKLO INC | $77.17万 | 0.01% | 15,561 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $75.82万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $75.70万 | 0.01% | 30,586 | 586 | 2.0% | $1.45万 | 加仓 |
| SHEL | SHELL PLC | $75.63万 | 0.01% | 8,132 | 628 | 8.4% | $5.84万 | 加仓 |
| GEV | GE VERNOVA INC | $73.85万 | 0.01% | 846 | -87 | -9.3% | -$7.59万 | 减仓 |
| AXGN | AXOGEN INC | $72.89万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $72.79万 | 0.01% | 8,050 | -3,050 | -27.5% | -$27.58万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $71.30万 | 0.01% | 12,875 | 12,875 | — | $71.30万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $69.85万 | 0.01% | 5,888 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $68.39万 | 0.01% | 5,025 | -21 | -0.4% | -$2,858 | 减仓 |
| AMCR | AMCOR PLC | $68.09万 | 0.01% | 17,129 | 17,129 | — | $68.09万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $64.01万 | 0.01% | 6,985 | 547 | 8.5% | $5.01万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $63.85万 | 0.01% | 10,176 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $63.25万 | 0.01% | 14,333 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $61.53万 | 0.01% | 1,430 | 1,430 | — | $61.53万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $61.00万 | 0.01% | 1,241 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $59.54万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $59.41万 | 0.01% | 4,470 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP | $56.87万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $54.74万 | 0.01% | 2,562 | 600 | 30.6% | $12.82万 | 加仓 |
| NEM | NEWMONT CORP | $54.12万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $52.94万 | 0.01% | 3,315 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $51.69万 | 0.01% | 7,550 | -2,200 | -22.6% | -$15.06万 | 减仓 |
| BA | BOEING CO | $51.69万 | 0.01% | 2,597 | 327 | 14.4% | $6.51万 | 加仓 |
| MOS | MOSAIC CO | $51.00万 | 0.01% | 20,000 | -4,000 | -16.7% | -$10.20万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $50.52万 | 0.01% | 819 | -245 | -23.0% | -$15.11万 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $49.63万 | 0.01% | 1,546 | 252 | 19.5% | $8.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $49.46万 | 0.01% | 2,300 | -77 | -3.2% | -$1.66万 | 减仓 |
| ADBE | ADOBE INC | $48.83万 | 0.00% | 2,009 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $48.11万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $45.72万 | 0.00% | 1,097 | -46 | -4.0% | -$1.92万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $44.82万 | 0.00% | 2,121 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $42.64万 | 0.00% | 27,243 | -460 | -1.7% | -$7,199 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $41.95万 | 0.00% | 2,537 | -112 | -4.2% | -$1.85万 | 减仓 |
| NVEC | NVE CORP | $39.30万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.26万 | 0.00% | 1,930 | -83 | -4.1% | -$1.69万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $38.63万 | 0.00% | 1,484 | -249 | -14.4% | -$6.48万 | 减仓 |
| BAX | BAXTER INTL INC | $37.87万 | 0.00% | 22,543 | -2,013 | -8.2% | -$3.38万 | 减仓 |
| BBY | BEST BUY INC | $37.85万 | 0.00% | 5,895 | -762 | -11.4% | -$4.89万 | 减仓 |
| USMV | ISHARES TR | $36.00万 | 0.00% | 3,884 | 3,884 | — | $36.00万 | 新建仓 |