Midwest Professional Planners, LTD.
WAUSAU WI · SEC CIK 0001730575
$4.25亿2026Q1 申报市值
137持仓数
32.3%前十大占比 · 第一大 10.4%
3 / 9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
IWN 新建仓+$357.72万
EFA 加仓+$351.48万
TSM 加仓+$347.63万
SHV 加仓+$151.76万
TER 加仓+$149.27万
2026Q1 卖出最多 按季末市值估算
IBB 清仓-$352.29万
LRCX 减仓-$339.03万
XLV 清仓-$331.98万
IWF 清仓-$329.44万
ABBV 减仓-$145.70万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR GOLD SHS | $320.91万 | 0.76% | 7,458 | -1,446 | -16.2% | -$62.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $322.32万 | 0.76% | 6,451 | 5 | 0.1% | $2,498 | 加仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $330.76万 | 0.78% | 10,540 | 397 | 3.9% | $12.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $331.66万 | 0.78% | 24,955 | 1,916 | 8.3% | $25.46万 | 加仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $333.22万 | 0.78% | 5,773 | 326 | 6.0% | $18.82万 | 加仓 |
| ORCL | ORACLE CORP | $335.43万 | 0.79% | 22,802 | -224 | -1.0% | -$3.30万 | 减仓 |
| META | META PLATFORMS INC CLASS A COMMON STOCK | $336.88万 | 0.79% | 5,888 | -160 | -2.6% | -$9.15万 | 减仓 |
| AAPL | APPLE INC | $339.29万 | 0.80% | 13,369 | -3,095 | -18.8% | -$78.55万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM USD1 | $341.93万 | 0.81% | 5,012 | -31 | -0.6% | -$2.11万 | 减仓 |
| CWB | SPDR SERIES TRUST STATE STREET BLOOMBERG CONVERTIBLE SECURITIES ETF | $356.37万 | 0.84% | 38,939 | 806 | 2.1% | $7.38万 | 重新持有 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $357.72万 | 0.84% | 18,868 | 18,868 | — | $357.72万 | 新建仓 |
| IGE | ISHARES TR NORTH AMERN NAT | $361.18万 | 0.85% | 57,384 | -8,904 | -13.4% | -$56.04万 | 减仓 |
| UNP | UNION PAC CORP COM | $365.84万 | 0.86% | 15,079 | -6 | -0.0% | -$1,456 | 减仓 |
| QLTA | ISHARES TRUST AAA - A RATED CORP BD ETF | $375.37万 | 0.88% | 78,876 | 4,521 | 6.1% | $21.52万 | 加仓 |
| V | VISA INC | $377.80万 | 0.89% | 12,500 | 198 | 1.6% | $5.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $399.79万 | 0.94% | 13,217 | 122 | 0.9% | $3.69万 | 加仓 |
| SDCI | USCF ETF TR SUMMERHAVEN K1 | $410.01万 | 0.97% | 150,516 | 16,083 | 12.0% | $43.81万 | 加仓 |
| TER | TERADYNE INC COM USD0.125 | $454.95万 | 1.07% | 15,346 | 5,035 | 48.8% | $149.27万 | 加仓 |
| EMXC | ISHARES MSCI EMR MRK EX CHNA | $455.43万 | 1.07% | 57,898 | -3,290 | -5.4% | -$25.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $457.52万 | 1.08% | 12,360 | -116 | -0.9% | -$4.29万 | 减仓 |
| OSK | OSHKOSH CORP | $461.41万 | 1.09% | 31,344 | 55 | 0.2% | $8,097 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | $503.49万 | 1.19% | 14,898 | 10,286 | 223.0% | $347.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $523.56万 | 1.23% | 25,736 | 316 | 1.2% | $6.43万 | 加仓 |
| MCO | MOODYS CORP COM USD0.01 | $531.18万 | 1.25% | 12,176 | 21 | 0.2% | $9,161 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | $537.79万 | 1.27% | 29,479 | -607 | -2.0% | -$11.07万 | 减仓 |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | $542.12万 | 1.28% | 95,460 | 1,304 | 1.4% | $7.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM USD0.01 | $556.60万 | 1.31% | 6,579 | 95 | 1.5% | $8.04万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $558.25万 | 1.31% | 15,060 | 338 | 2.3% | $12.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORP COM | $567.44万 | 1.34% | 5,695 | -609 | -9.7% | -$60.68万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $569.19万 | 1.34% | 84,287 | 2,632 | 3.2% | $17.77万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM USD1.00 | $590.79万 | 1.39% | 9,775 | -75 | -0.8% | -$4.53万 | 减仓 |
| IBTH | ISHARES TR IBONDS 27 TRM TS | $593.70万 | 1.40% | 264,689 | 59,478 | 29.0% | $133.41万 | 加仓 |
| ETN | EATON CORPORATION PLC | $621.09万 | 1.46% | 17,365 | -67 | -0.4% | -$2.40万 | 减仓 |
| AGG | ISHARES CORE US AGGREGATE BOND ETF | $631.34万 | 1.49% | 63,598 | 2,720 | 4.5% | $27.00万 | 加仓 |
| CMI | CUMMINS INC | $659.43万 | 1.55% | 12,257 | -270 | -2.2% | -$14.53万 | 减仓 |
| RTX | RTX CORPORATION COM USD1.00 | $664.78万 | 1.57% | 34,462 | 34 | 0.1% | $6,559 | 加仓 |
| JPM | JPMORGAN CHASE &CO. COM | $760.34万 | 1.79% | 25,848 | 878 | 3.5% | $25.83万 | 加仓 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $795.51万 | 1.87% | 67,075 | 3,254 | 5.1% | $38.59万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $827.33万 | 1.95% | 38,722 | -15,868 | -29.1% | -$339.03万 | 减仓 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $828.16万 | 1.95% | 24,230 | -1,237 | -4.9% | -$42.28万 | 减仓 |
| IBTG | ISHARES TR IBONDS 26 TRM TS | $835.98万 | 1.97% | 364,820 | 41,226 | 12.7% | $94.47万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $957.63万 | 2.26% | 98,593 | 36,187 | 58.0% | $351.48万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,186.49万 | 2.79% | 38,335 | -3,311 | -8.0% | -$102.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $1,380.33万 | 3.25% | 79,147 | -1,705 | -2.1% | -$29.74万 | 减仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,716.28万 | 4.04% | 155,474 | 13,748 | 9.7% | $151.76万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF UNITS | $4,412.55万 | 10.39% | 67,850 | 1,404 | 2.1% | $91.31万 | 加仓 |