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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $45.28万 | 0.00% | 1,507 | 1,507 | — | $45.28万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $45.27万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $42.31万 | 0.00% | 9,914 | -262 | -2.6% | -$1.12万 | 减仓 |
| BBY | BEST BUY INC | $41.73万 | 0.00% | 5,500 | -395 | -6.7% | -$3.00万 | 减仓 |
| NTRS | NORTHERN TR CORP | $41.72万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $41.61万 | 0.00% | 2,656 | -47,340 | -94.7% | -$741.63万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.49万 | 0.00% | 1,534 | 50 | 3.4% | $1.35万 | 加仓 |
| IWO | ISHARES TR | $40.97万 | 0.00% | 1,040 | 1,040 | — | $40.97万 | 新建仓 |
| ADBE | ADOBE INC | $40.37万 | 0.00% | 1,969 | -40 | -2.0% | -$8,201 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $39.99万 | 0.00% | 1,690 | -610 | -26.5% | -$14.43万 | 减仓 |
| CMI | CUMMINS INC | $37.66万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $36.89万 | 0.00% | 3,826 | -58 | -1.5% | -$5,592 | 减仓 |
| WAT | WATERS CORP | $35.97万 | 0.00% | 959 | 1 | 0.1% | $375 | 加仓 |
| IJR | ISHARES TR | $35.74万 | 0.00% | 2,410 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $35.56万 | 0.00% | 4,128 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $35.54万 | 0.00% | 1,390 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $35.33万 | 0.00% | 557 | -15 | -2.6% | -$9,515 | 减仓 |
| IWS | ISHARES TR | $34.81万 | 0.00% | 2,112 | 2,112 | — | $34.81万 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC | $34.61万 | 0.00% | 6,600 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $34.51万 | 0.00% | 2,509 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $34.24万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $33.90万 | 0.00% | 16,000 | -4,000 | -20.0% | -$8.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $33.15万 | 0.00% | 765 | 765 | — | $33.15万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $33.04万 | 0.00% | 2,020 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $32.85万 | 0.00% | 4,566 | 3 | 0.1% | $216 | 加仓 |
| BOH | BANK HAWAII CORP | $32.60万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $32.15万 | 0.00% | 2,690 | 18 | 0.7% | $2,151 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $31.61万 | 0.00% | 8,600 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $30.02万 | 0.00% | 1,033 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $29.06万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $28.74万 | 0.00% | 2,275 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $28.10万 | 0.00% | 817 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $26.72万 | 0.00% | 12,532 | -10,011 | -44.4% | -$21.34万 | 减仓 |
| IAU | ISHARES GOLD TR | $26.62万 | 0.00% | 3,525 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.62万 | 0.00% | 3,178 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $26.12万 | 0.00% | 780 | 780 | — | $26.12万 | 新建仓 |
| IVE | ISHARES TR | $25.95万 | 0.00% | 1,143 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $25.66万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $25.57万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.45万 | 0.00% | 11,327 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $21.75万 | 0.00% | 1,142 | 7 | 0.6% | $1,333 | 加仓 |
| MS | MORGAN STANLEY | $21.66万 | 0.00% | 1,036 | 1,036 | — | $21.66万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.14万 | 0.00% | 7,000 | -620 | -8.1% | -$1.87万 | 重新持有 |
| ECG | EVERUS CONSTR GROUP | $20.74万 | 0.00% | 1,250 | 1,250 | — | $20.74万 | 新建仓 |
| BP | BP PLC | $20.73万 | 0.00% | 5,610 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $20.56万 | 0.00% | 850 | 850 | — | $20.56万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $20.43万 | 0.00% | 2,785 | 2,785 | — | $20.43万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.29万 | 0.00% | 395 | -125 | -24.0% | -$6.42万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.22万 | 0.00% | 509 | -139 | -21.5% | -$5.52万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.00万 | 0.00% | 1,200 | -100 | -7.7% | -$1.67万 | 减仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $13.05万 | 0.00% | 10,401 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $12.68万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $10.00万 | 0.00% | 22,525 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.71万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -208,448 | -100.0% | -$4,711.55万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -30,700 | -100.0% | -$34.08万 | 清仓 |
| IBTG | ISHARES TR | $0 | 0.00% | 0 | -14,255 | -100.0% | -$32.67万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -605 | -100.0% | -$31.62万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -3,300 | -100.0% | -$25.90万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,229 | -100.0% | -$24.37万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -350 | -100.0% | -$20.75万 | 清仓 |
| MUR | MURPHY OIL CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.62万 | 清仓 |