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 |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | $595.62万 | 0.05% | 14,000 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $580.57万 | 0.05% | 116,022 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC | $568.74万 | 0.05% | 129,879 | -30,054 | -18.8% | -$131.61万 | 减仓 |
| SOLV | SOLVENTUM CORP | $558.88万 | 0.05% | 72,441 | -72 | -0.1% | -$5,555 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $547.78万 | 0.05% | 106,200 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $509.29万 | 0.05% | 33,183 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $463.67万 | 0.04% | 27,262 | 4,824 | 21.5% | $82.05万 | 加仓 |
| PNR | PENTAIR PLC | $437.25万 | 0.04% | 57,038 | -540 | -0.9% | -$4.14万 | 减仓 |
| KHC | KRAFT HEINZ CO | $422.06万 | 0.04% | 178,686 | -137,877 | -43.6% | -$325.67万 | 减仓 |
| PII | POLARIS INC | $419.61万 | 0.04% | 61,311 | -1,180 | -1.9% | -$8.08万 | 减仓 |
| SYY | SYSCO CORP | $405.73万 | 0.04% | 48,544 | -50,735 | -51.1% | -$424.04万 | 减仓 |
| MCD | MCDONALDS CORP | $380.72万 | 0.03% | 14,085 | -244 | -1.7% | -$6.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.03% | 5 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $366.63万 | 0.03% | 51,191 | -34,811 | -40.5% | -$249.32万 | 减仓 |
| HWKN | HAWKINS INC | $357.18万 | 0.03% | 25,136 | -815 | -3.1% | -$11.58万 | 减仓 |
| VO | VANGUARD INDEX FDS | $317.03万 | 0.03% | 39,348 | -4,640 | -10.5% | -$37.38万 | 减仓 |
| GE | GE AEROSPACE | $281.23万 | 0.03% | 7,525 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $277.18万 | 0.03% | 2,963 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $268.68万 | 0.02% | 25,845 | -183 | -0.7% | -$1.90万 | 减仓 |
| NKE | NIKE INC | $262.08万 | 0.02% | 63,845 | -2,110 | -3.2% | -$8.66万 | 减仓 |
| APG | API GROUP CORP | $245.50万 | 0.02% | 57,969 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $244.15万 | 0.02% | 70,157 | -26,767 | -27.6% | -$93.15万 | 减仓 |
| CSCO | CISCO SYS INC | $231.76万 | 0.02% | 19,731 | -96 | -0.5% | -$1.13万 | 减仓 |
| INTC | INTEL CORP | $202.92万 | 0.02% | 14,533 | 200 | 1.4% | $2.79万 | 加仓 |
| ORCL | ORACLE CORP | $199.94万 | 0.02% | 13,643 | -17,075 | -55.6% | -$250.23万 | 减仓 |
| KO | COCA COLA CO | $190.74万 | 0.02% | 23,470 | 155 | 0.7% | $1.26万 | 加仓 |
| XYL | XYLEM INC | $182.63万 | 0.02% | 15,450 | 1,360 | 9.7% | $16.08万 | 加仓 |
| WMT | WALMART INC | $178.95万 | 0.02% | 15,800 | 100 | 0.6% | $1.13万 | 加仓 |
| AMGN | AMGEN INC | $178.31万 | 0.02% | 4,924 | -40 | -0.8% | -$1.45万 | 减仓 |
| EFA | ISHARES TR | $169.50万 | 0.02% | 16,317 | 615 | 3.9% | $6.39万 | 加仓 |
| PFE | PFIZER INC | $162.97万 | 0.01% | 67,679 | -4,150 | -5.8% | -$9.99万 | 减仓 |
| RTX | RTX CORPORATION | $160.25万 | 0.01% | 8,446 | -116 | -1.4% | -$2.20万 | 减仓 |
| VB | VANGUARD INDEX FDS | $155.03万 | 0.01% | 5,114 | -691 | -11.9% | -$20.95万 | 减仓 |
| LOW | LOWES COS INC | $150.64万 | 0.01% | 6,832 | -18 | -0.3% | -$3,969 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $147.47万 | 0.01% | 16,644 | -5,595 | -25.2% | -$49.57万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.23万 | 0.01% | 24,684 | 484 | 2.0% | $2.79万 | 加仓 |
| WAB | WABTEC | $141.19万 | 0.01% | 5,237 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $138.37万 | 0.01% | 3,663 | 130 | 3.7% | $4.91万 | 加仓 |
| CIEN | CIENA CORP | $137.36万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $134.61万 | 0.01% | 16,508 | 16,508 | — | $134.61万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $130.36万 | 0.01% | 1,770 | 10 | 0.6% | $7,365 | 加仓 |
| GLD | SPDR GOLD TR | $129.49万 | 0.01% | 3,515 | 2,085 | 145.8% | $76.81万 | 加仓 |
| SYK | STRYKER CORPORATION | $128.20万 | 0.01% | 4,072 | -83 | -2.0% | -$2.61万 | 减仓 |
| PEP | PEPSICO INC | $124.23万 | 0.01% | 9,175 | 197 | 2.2% | $2.67万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $123.71万 | 0.01% | 11,508 | -5,919 | -34.0% | -$63.63万 | 减仓 |
| SNA | SNAP ON INC | $121.65万 | 0.01% | 3,023 | -100 | -3.2% | -$4.02万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $119.20万 | 0.01% | 6,746 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $117.02万 | 0.01% | 10,176 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $116.75万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP | $115.07万 | 0.01% | 25,865 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $110.80万 | 0.01% | 6,554 | -50 | -0.8% | -$8,453 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $110.53万 | 0.01% | 3,270 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $109.50万 | 0.01% | 2,080 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $107.73万 | 0.01% | 7,119 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $106.18万 | 0.01% | 12,097 | -175 | -1.4% | -$1.54万 | 减仓 |
| BAC | BANK OF AMER CORP | $105.93万 | 0.01% | 18,591 | -3,116 | -14.4% | -$17.75万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $104.90万 | 0.01% | 9,556 | -138 | -1.4% | -$1.51万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $103.59万 | 0.01% | 17,355 | -3,160 | -15.4% | -$18.86万 | 减仓 |
| IWP | ISHARES TR | $103.37万 | 0.01% | 7,058 | 7,058 | — | $103.37万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $102.56万 | 0.01% | 3,647 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC | $101.62万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $99.39万 | 0.01% | 846 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $95.73万 | 0.01% | 1,648 | -282 | -14.6% | -$16.38万 | 减仓 |
| UNP | UNION PAC CORP | $92.89万 | 0.01% | 3,415 | -775 | -18.5% | -$21.08万 | 减仓 |
| IEX | IDEX CORP | $90.78万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $85.17万 | 0.01% | 4,470 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $85.15万 | 0.01% | 5,888 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $84.72万 | 0.01% | 30,586 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $83.69万 | 0.01% | 2,456 | 17 | 0.7% | $5,793 | 加仓 |
| IJH | ISHARES TR | $82.94万 | 0.01% | 10,756 | 10,756 | — | $82.94万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $81.48万 | 0.01% | 2,590 | -125 | -4.6% | -$3.93万 | 减仓 |
| OKLO | OKLO INC | $81.43万 | 0.01% | 15,561 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $79.06万 | 0.01% | 8,627 | 1,642 | 23.5% | $15.05万 | 加仓 |
| AMCR | AMCOR PLC | $74.25万 | 0.01% | 17,129 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $71.77万 | 0.01% | 6,506 | 6,506 | — | $71.77万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $71.04万 | 0.01% | 12,875 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $70.66万 | 0.01% | 29,517 | -6,600 | -18.3% | -$15.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $65.95万 | 0.01% | 3,100 | -2,285 | -42.4% | -$48.61万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $65.79万 | 0.01% | 5,000 | -25 | -0.5% | -$3,290 | 减仓 |
| BRC | BRADY CORP | $64.10万 | 0.01% | 7,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $63.06万 | 0.01% | 8,132 | 0 | 0.0% | — | 不变 |
| NVEC | NVE CORP | $62.73万 | 0.01% | 6,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $62.22万 | 0.01% | 1,241 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $62.11万 | 0.01% | 2,562 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $57.46万 | 0.01% | 7,550 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $57.36万 | 0.01% | 2,650 | 53 | 2.0% | $1.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $57.24万 | 0.01% | 1,547 | 1 | 0.1% | $370 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $57.03万 | 0.01% | 6,625 | -1,425 | -17.7% | -$12.27万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.14万 | 0.01% | 798 | -21 | -2.6% | -$1.48万 | 减仓 |
| DGII | DIGI INTL INC | $52.47万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $51.74万 | 0.00% | 3,415 | 100 | 3.0% | $1.52万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $50.39万 | 0.00% | 2,121 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $49.31万 | 0.00% | 1,004 | -93 | -8.5% | -$4.57万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $47.33万 | 0.00% | 410 | -283 | -40.8% | -$32.67万 | 减仓 |
| NEM | NEWMONT CORP | $46.70万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $46.41万 | 0.00% | 26,178 | -1,065 | -3.9% | -$1.89万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $45.90万 | 0.00% | 2,537 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $45.55万 | 0.00% | 3,150 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $45.42万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |