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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC | $35.65万 | 0.00% | 1,033 | 0 | 0.0% | — | 不变 |
| — | SKYWATER TECHNOLOGY INC | $35.63万 | 0.00% | 13,000 | -169,131 | -92.9% | -$463.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $34.86万 | 0.00% | 2,020 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $34.08万 | 0.00% | 30,700 | 18,575 | 153.2% | $20.62万 | 加仓 |
| MPC | MARATHON PETE CORP | $33.94万 | 0.00% | 1,390 | 89 | 6.8% | $2.17万 | 加仓 |
| DGII | DIGI INTL INC | $33.74万 | 0.00% | 7,000 | -1,000 | -12.5% | -$4.82万 | 减仓 |
| NTRS | NORTHERN TR CORP | $33.50万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $32.84万 | 0.00% | 11,327 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $32.67万 | 0.00% | 14,255 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $32.54万 | 0.00% | 8,600 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $32.22万 | 0.00% | 572 | -30 | -5.0% | -$1.69万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $31.71万 | 0.00% | 2,275 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $31.62万 | 0.00% | 605 | -1,205 | -66.6% | -$62.99万 | 减仓 |
| IXN | ISHARES TR | $31.48万 | 0.00% | 3,150 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $31.08万 | 0.00% | 3,525 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $30.12万 | 0.00% | 4,563 | 2 | 0.0% | $132 | 加仓 |
| VUG | VANGUARD INDEX FDS | $30.05万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $29.96万 | 0.00% | 2,410 | -85 | -3.4% | -$1.06万 | 减仓 |
| BOH | BANK HAWAII CORP | $29.70万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $28.56万 | 0.00% | 958 | 958 | — | $28.56万 | 新建仓 |
| CMI | CUMMINS INC | $28.41万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $28.38万 | 0.00% | 2,509 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $28.31万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $28.26万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $26.37万 | 0.00% | 5,610 | -890 | -13.7% | -$4.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $25.98万 | 0.00% | 520 | -104 | -16.7% | -$5.20万 | 减仓 |
| SEIC | SEI INVTS CO | $25.90万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $24.46万 | 0.00% | 6,600 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $24.42万 | 0.00% | 817 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $24.37万 | 0.00% | 1,229 | 45 | 3.8% | $8,923 | 加仓 |
| IVE | ISHARES TR | $24.13万 | 0.00% | 1,143 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $24.10万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.87万 | 0.00% | 3,178 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.41万 | 0.00% | 693 | 693 | — | $23.41万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $23.35万 | 0.00% | 334 | 334 | — | $23.35万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.55万 | 0.00% | 1,300 | -56 | -4.1% | -$9,713 | 减仓 |
| DHR | DANAHER CORP DEL | $21.52万 | 0.00% | 1,135 | -34 | -2.9% | -$6,446 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.75万 | 0.00% | 350 | 350 | — | $20.75万 | 新建仓 |
| MUR | MURPHY OIL CORP | $20.62万 | 0.00% | 5,000 | 5,000 | — | $20.62万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.62万 | 0.00% | 648 | 648 | — | $20.62万 | 新建仓 |
| TKR | TIMKEN CO | $20.11万 | 0.00% | 2,000 | 2,000 | — | $20.11万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $11.41万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $10.36万 | 0.00% | 22,525 | 22,525 | — | $10.36万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $10.10万 | 0.00% | 10,401 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.26万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -57,616 | -100.0% | -$531.39万 | 清仓 |
| CASK | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -173,245 | -100.0% | -$420.99万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -92,510 | -100.0% | -$223.13万 | 清仓 |
| THRM | GENTHERM INC | $0 | 0.00% | 0 | -52,946 | -100.0% | -$192.56万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -17,236 | -100.0% | -$175.05万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -10,535 | -100.0% | -$163.42万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -20,045 | -100.0% | -$155.71万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -25,310 | -100.0% | -$138.62万 | 清仓 |
| — | CVRX INC | $0 | 0.00% | 0 | -142,456 | -100.0% | -$101.14万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,522 | -100.0% | -$85.48万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -17,704 | -100.0% | -$73.83万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,260 | -100.0% | -$23.85万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -801 | -100.0% | -$23.71万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,211 | -100.0% | -$21.18万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -648 | -100.0% | -$20.64万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -1,485 | -100.0% | -$20.47万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -190 | -100.0% | -$20.34万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -7,830 | -100.0% | -$20.04万 | 清仓 |