Midwest Professional Planners, LTD.
WAUSAU WI · SEC CIK 0001730575
$5.10亿2026Q2 申报市值
131持仓数
33.8%前十大占比 · 第一大 10.6%
8 / 14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
IJH 加仓+$407.30万
IWS 新建仓+$391.90万
IWD 新建仓+$385.83万
SPY 加仓+$344.26万
WTM 加仓+$159.44万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$458.01万
IGE 清仓-$361.18万
EFA 减仓-$332.34万
GLD 清仓-$320.91万
PAYX 减仓-$162.92万
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $385.83万 | 0.76% | 15,915 | 15,915 | — | $385.83万 | 新建仓 |
| AAPL | APPLE INC | $389.38万 | 0.76% | 13,457 | 88 | 0.7% | $2.55万 | 加仓 |
| QQQ | INVESCO QQQ TR | $389.92万 | 0.76% | 5,295 | -478 | -8.3% | -$35.20万 | 减仓 |
| IWS | ISHARES TR | $391.90万 | 0.77% | 23,809 | 23,809 | — | $391.90万 | 新建仓 |
| IWO | ISHARES TR | $393.57万 | 0.77% | 9,990 | -550 | -5.2% | -$21.67万 | 减仓 |
| IWN | ISHARES TR | $396.29万 | 0.78% | 17,915 | -953 | -5.1% | -$21.08万 | 减仓 |
| QLTA | ISHARES TR | $397.21万 | 0.78% | 83,588 | 4,712 | 6.0% | $22.39万 | 加仓 |
| CWB | SPDR SERIES TRUST | $406.11万 | 0.80% | 37,666 | -1,273 | -3.3% | -$13.73万 | 减仓 |
| ASML | ASML HLDG NV | $408.04万 | 0.80% | 2,051 | 732 | 55.5% | $145.63万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $418.86万 | 0.82% | 92,854 | 946 | 1.0% | $4.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $436.61万 | 0.86% | 11,705 | -655 | -5.3% | -$24.43万 | 减仓 |
| SDCI | USCF ETF TR | $442.27万 | 0.87% | 167,272 | 16,756 | 11.1% | $44.30万 | 加仓 |
| V | VISA INC | $450.89万 | 0.88% | 13,142 | 642 | 5.1% | $22.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $461.87万 | 0.91% | 13,655 | 438 | 3.3% | $14.81万 | 加仓 |
| UNP | UNION PAC CORP | $473.48万 | 0.93% | 17,407 | 2,328 | 15.4% | $63.32万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $497.87万 | 0.98% | 9,773 | -2 | -0.0% | -$1,019 | 减仓 |
| OSK | OSHKOSH CORP | $507.77万 | 1.00% | 33,084 | 1,740 | 5.6% | $26.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $524.26万 | 1.03% | 5,604 | -91 | -1.6% | -$8.51万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $526.52万 | 1.03% | 26,245 | -3,234 | -11.0% | -$64.88万 | 减仓 |
| EMXC | ISHARES INC | $545.50万 | 1.07% | 53,324 | -4,574 | -7.9% | -$46.79万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $546.70万 | 1.07% | 15,419 | 410 | 2.7% | $14.54万 | 加仓 |
| MCO | MOODYS CORP | $551.92万 | 1.08% | 12,186 | 10 | 0.1% | $4,529 | 加仓 |
| EEM | ISHARES TR | $631.53万 | 1.24% | 92,315 | -3,145 | -3.3% | -$21.51万 | 减仓 |
| IWV | ISHARES TR | $646.63万 | 1.27% | 15,165 | 105 | 0.7% | $4.48万 | 加仓 |
| RTX | RTX CORPORATION | $664.96万 | 1.30% | 35,048 | 586 | 1.7% | $11.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $673.81万 | 1.32% | 6,662 | 83 | 1.3% | $8.39万 | 加仓 |
| AGG | ISHARES TR | $676.85万 | 1.33% | 68,382 | 4,784 | 7.5% | $47.35万 | 加仓 |
| EFA | ISHARES TR | $691.84万 | 1.36% | 66,600 | -31,993 | -32.4% | -$332.34万 | 减仓 |
| IBTH | ISHARES TR | $700.29万 | 1.37% | 313,050 | 48,361 | 18.3% | $108.18万 | 加仓 |
| ETN | EATON CORP PLC | $736.06万 | 1.44% | 17,273 | -92 | -0.5% | -$3.92万 | 减仓 |
| TER | TERADYNE INC | $758.23万 | 1.49% | 15,671 | 325 | 2.1% | $15.72万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $785.37万 | 1.54% | 16,445 | 1,547 | 10.4% | $73.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $803.04万 | 1.57% | 24,533 | -1,315 | -5.1% | -$43.04万 | 减仓 |
| IEI | ISHARES TR | $839.70万 | 1.65% | 71,494 | 4,419 | 6.6% | $51.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $867.57万 | 1.70% | 7,516 | -46 | -0.6% | -$5.31万 | 减仓 |
| IBTG | ISHARES TR | $901.21万 | 1.77% | 393,713 | 28,893 | 7.9% | $66.14万 | 加仓 |
| CMI | CUMMINS INC | $905.76万 | 1.77% | 12,700 | 443 | 3.6% | $31.59万 | 加仓 |
| IJH | ISHARES TR | $1,057.24万 | 2.07% | 137,108 | 52,821 | 62.7% | $407.30万 | 加仓 |
| SHV | ISHARES TR | $1,257.64万 | 2.46% | 113,969 | -41,505 | -26.7% | -$458.01万 | 减仓 |
| AVGO | BROADCOM INC | $1,333.13万 | 2.61% | 35,291 | -3,044 | -7.9% | -$114.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,534.99万 | 3.01% | 26,424 | 688 | 2.7% | $39.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,580.42万 | 3.10% | 78,985 | -162 | -0.2% | -$3.24万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,617.34万 | 3.17% | 37,324 | -1,398 | -3.6% | -$60.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,665.41万 | 3.26% | 23,035 | -1,195 | -4.9% | -$86.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,411.12万 | 10.60% | 72,460 | 4,610 | 6.8% | $344.26万 | 加仓 |