13F 机构持仓

Midwest Professional Planners, LTD.

WAUSAU WI · SEC CIK 0001730575

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 10.4%
SHV 4.0%
NVDA 3.3%
AVGO 2.8%
EFA 2.3%
IBTG 2.0%
AMAT 2.0%
LRCX 1.9%
IEI 1.9%
JPM 1.8%

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
IBB ISHARES TR $00.00%0 -20,874-100.0% -$352.29万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -21,445-100.0% -$331.98万 清仓
IWF ISHARES TR $00.00%0 -6,960-100.0% -$329.44万 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -5,773-100.0% -$72.67万 清仓
GPC GENUINE PARTS CO $00.00%0 -5,221-100.0% -$64.19万 清仓
MANH MANHATTAN ASSOCIATES INC $00.00%0 -3,036-100.0% -$52.62万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -8,869-100.0% -$51.77万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -808-100.0% -$46.84万 清仓
CNI CANADIAN NATL RY CO $00.00%0 -2,039-100.0% -$20.16万 清仓
— NIAGEN BIOSCIENCE, INC. COMMON STOCK $9.24万0.02%20,950 00.0% — 不变
FLOT ISHARES TR FLTG RATE NT ETF $20.61万0.05%4,044 4,044— $20.61万 新建仓
IBTK ISHARES TR IBOND DEC 2030 $21.49万0.05%10,900 6426.3% $1.27万 加仓
VV VANGUARD LARGE-CAP INDEX FUND $24.77万0.06%829 00.0% — 不变
OKLO OKLO INC COM CL A $25.03万0.06%5,047 851.7% $4,215 加仓
SYM SYMBOTIC INC CLASS A COM $25.99万0.06%4,885 1563.3% $8,299 加仓
TLH ISHARES TR 10-20 YR TRS ETF $27.61万0.07%2,742 1254.8% $1.26万 加仓
WEC WEC ENERGY GROUP INC COM $28.44万0.07%2,457 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $29.89万0.07%494 153.1% $9,075 加仓
VO VANGUARD MID-CAP INDEX FUND $30.21万0.07%1,052 -19-1.8% -$5,456 减仓
ABR ARBOR REALTY TRUST INC COM $30.51万0.07%39,577 -198-0.5% -$1,527 减仓
BMI BADGER METER INC $33.41万0.08%2,193 -175-7.4% -$2.67万 减仓
NFLX NETFLIX INC $35.33万0.08%3,674 190.5% $1,827 加仓
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B $35.37万0.08%738 -10-1.3% -$4,792 减仓
BNTX BIONTECH SE SPON ADS EACH REP 1 ORD SHS $35.64万0.08%4,009 411.0% $3,644 加仓
PG PROCTER AND GAMBLE CO COM $39.42万0.09%2,729 80.3% $1,156 加仓
PFS PROVIDENT FINANCIAL SERVICES INC $47.74万0.11%22,561 1,5837.5% $3.35万 加仓
PEP PEPSICO INC $48.78万0.11%3,141 20.1% $311 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $49.22万0.12%2,354 -36-1.5% -$7,527 减仓
NIC NICOLET BANKSHARES INC $56.62万0.13%3,810 3,810— $56.62万 新建仓
NOG NORTHERN OIL &GAS INC COM $57.94万0.14%19,822 450.2% $1,315 加仓
DAC DANAOS CORP COM USD0.01 POST REV SPLT $58.41万0.14%5,185 190.4% $2,140 加仓
BXP BXP INC COM $58.99万0.14%11,366 170.1% $882 加仓
EOG EOG RESOURCES INC $62.45万0.15%4,320 190.4% $2,747 加仓
PR PERMIAN RESOURCES CORP CLASS A COM $65.05万0.15%30,509 -192-0.6% -$4,093 减仓
GOOGL ALPHABET INC CAP STK CL A $67.98万0.16%2,364 291.2% $8,340 加仓
SNPS SYNOPSYS INC $70.41万0.17%1,776 171.0% $6,740 加仓
DDOG DATADOG INC CL A COM $76.30万0.18%6,463 1492.4% $1.76万 加仓
MNST MONSTER BEVERAGE CORP NEW COM $83.24万0.20%11,488 2141.9% $1.55万 加仓
WTM WHITE MTNS INS GROUP LTD COM $86.78万0.20%395 71.8% $1.54万 加仓
PLTR PALANTIR TECHNOLOGIES INC CL A $90.04万0.21%6,155 -5,235-46.0% -$76.58万 减仓
NXPI NXP SEMICONDUCTORS NV $90.70万0.21%4,607 1232.7% $2.42万 加仓
NKE NIKE INC CLASS B COM NPV $94.57万0.22%17,904 2661.5% $1.40万 加仓
AEP AMERICAN ELEC PWR CO INC COM $94.68万0.22%7,223 2293.3% $3.00万 加仓
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 $95.40万0.22%27,702 3051.1% $1.05万 加仓
DE DEERE & CO $95.80万0.23%1,701 382.3% $2.14万 加仓
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 $98.28万0.23%3,537 230.7% $6,391 加仓
RNR RENAISSANCERE HLDGS LTD COM $98.47万0.23%3,313 481.5% $1.43万 加仓
TRP TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 $102.11万0.24%16,311 2,57618.8% $16.13万 加仓
CNX CNX RES CORP COM $102.87万0.24%26,684 2350.9% $9,059 加仓
SOFI SOFI TECHNOLOGIES INC COM $107.45万0.25%67,665 -10,437-13.4% -$16.57万 减仓
PBA PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 $107.46万0.25%24,008 4101.7% $1.84万 加仓
XEL XCEL ENERGY INC COM USD2.5 $108.21万0.25%13,621 550.4% $4,369 加仓
PLD PROLOGIS INC. COM $113.34万0.27%8,575 3,66474.6% $48.43万 加仓
OGE OGE ENERGY CORP COM USD0.01 $114.11万0.27%23,792 -573-2.4% -$2.75万 减仓
— ELECTRONIC ARTS INC $124.38万0.29%6,101 -77-1.2% -$1.57万 减仓
ARCC ARES CAPITAL CORP COM $124.42万0.29%69,047 6,77410.9% $12.21万 加仓
IBTJ ISHARES TR IBONDS 29 TRM TS $126.25万0.30%57,797 26,93887.3% $58.84万 加仓
D DOMINION ENERGY INC COM $127.93万0.30%20,694 16,078348.3% $99.39万 加仓
ISRG INTUITIVE SURGICAL INC $128.39万0.30%2,785 -12-0.4% -$5,532 减仓
AMT AMERICAN TOWER CORP NEW COM $131.08万0.31%7,595 -200-2.6% -$3.45万 减仓
TSLA TESLA INC COM $131.79万0.31%3,545 -205-5.5% -$7.62万 减仓
IBKR INTERACTIVE BROKERS GROUP INC COM CL A $132.78万0.31%19,798 15,440354.3% $103.56万 加仓
ABT ABBOTT LABORATORIES $146.62万0.35%14,281 -1,916-11.8% -$19.67万 减仓
PSA PUBLIC STORAGE OPER CO COM $146.92万0.35%5,424 -122-2.2% -$3.30万 减仓
KLAC KLA CORP COM NEW $150.49万0.35%1,022 40866.4% $60.08万 加仓
VRTX VERTEX PHARMACEUTICALS INC $158.48万0.37%3,549 250.7% $1.12万 加仓
CVX CHEVRON CORP NEW COM $161.97万0.38%7,829 -69-0.9% -$1.43万 减仓
SHOP SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 $173.04万0.41%14,588 4613.3% $5.47万 加仓
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 $174.22万0.41%1,319 827168.1% $109.24万 加仓
CRM SALESFORCE INC COM $174.35万0.41%9,340 -206-2.2% -$3.85万 减仓
JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM $181.03万0.43%31,939 3,39711.9% $19.25万 加仓
CSCO CISCO SYSTEMS INC $181.92万0.43%23,446 -440-1.8% -$3.41万 减仓
EPR EPR PROPERTIES SBI USD0.01 $187.51万0.44%37,532 3440.9% $1.72万 加仓
FCNCA FIRST CITIZENS BANCSHARES INC (DELAWARE) $190.54万0.45%1,011 424.3% $7.92万 加仓
AMZN AMAZON.COM INC $192.23万0.45%9,230 -630-6.4% -$13.12万 减仓
IEF ISHARES TR 7-10 YR TRSY BD $194.69万0.46%20,400 1,0815.6% $10.32万 加仓
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF $195.79万0.46%23,712 1,5867.2% $13.10万 加仓
OHI OMEGA HEALTHCARE INVESTORS INC $198.19万0.47%45,228 1,2973.0% $5.68万 加仓
PAYX PAYCHEX INC COM USD0.01 $208.05万0.49%22,585 310.1% $2,856 加仓
MLPX GLOBAL X FDS GLB X MLP ENRG I $214.16万0.50%28,964 3,17912.3% $23.51万 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $218.83万0.52%91,908 -289-0.3% -$6,881 减仓
ARM ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS $227.06万0.53%15,009 2761.9% $4.18万 加仓
ANET ARISTA NETWORKS INC COM SHS $227.70万0.54%18,545 810.4% $9,945 加仓
AMGN AMGEN INC $234.92万0.55%6,677 -3-0.0% -$1,055 减仓
— EXXON MOBIL CORP COM $236.02万0.56%13,911 1531.1% $2.60万 加仓
EW EDWARDS LIFESCIENCES CORP $236.87万0.56%29,579 5882.0% $4.71万 加仓
ABBV ABBVIE INC COM USD0.01 $237.00万0.56%10,897 -6,699-38.1% -$145.70万 减仓
BLK BLACKROCK INC COM $247.08万0.58%2,569 -48-1.8% -$4.62万 减仓
BSX BOSTON SCIENTIFIC CORP $254.77万0.60%40,601 -727-1.8% -$4.56万 减仓
TRMD TORM PLC SER A USD0.01 $255.30万0.60%91,505 4950.5% $1.38万 加仓
MU MICRON TECHNOLOGY INC $255.47万0.60%7,562 -159-2.1% -$5.37万 减仓
LNG CHENIERE ENERGY INC COM USD0.003 $259.43万0.61%9,143 -21-0.2% -$5,959 减仓
RY ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 $263.35万0.62%16,279 2791.7% $4.51万 加仓
IBTI ISHARES TR IBONDS 28 TRM TS $264.80万0.62%118,833 36,94445.1% $82.32万 加仓
GOOG ALPHABET INC CAP STK CL C $275.58万0.65%9,607 1902.0% $5.45万 加仓
ADI ANALOG DEVICES INC COM $279.11万0.66%8,773 -263-2.9% -$8.37万 减仓
IJR ISHARES CORE S&P SMALL-CAP E $285.52万0.67%22,969 6843.1% $8.50万 加仓
MAIN MAIN STR CAP CORP $288.02万0.68%54,385 2,4594.7% $13.02万 加仓
WM WASTE MANAGEMENT INC $297.34万0.70%12,940 -2,450-15.9% -$56.30万 减仓
NSC NORFOLK SOUTHN CORP COM $318.06万0.75%11,082 990.9% $2.84万 加仓