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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| AMAT | APPLIED MATLS INC | $1,665.41万 | 3.26% | 23,035 | -1,195 | -4.9% | -$86.40万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,617.34万 | 3.17% | 37,324 | -1,398 | -3.6% | -$60.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,580.42万 | 3.10% | 78,985 | -162 | -0.2% | -$3.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,534.99万 | 3.01% | 26,424 | 688 | 2.7% | $39.97万 | 加仓 |
| AVGO | BROADCOM INC | $1,333.13万 | 2.61% | 35,291 | -3,044 | -7.9% | -$114.99万 | 减仓 |
| SHV | ISHARES TR | $1,257.64万 | 2.46% | 113,969 | -41,505 | -26.7% | -$458.01万 | 减仓 |
| IJH | ISHARES TR | $1,057.24万 | 2.07% | 137,108 | 52,821 | 62.7% | $407.30万 | 加仓 |
| CMI | CUMMINS INC | $905.76万 | 1.77% | 12,700 | 443 | 3.6% | $31.59万 | 加仓 |
| IBTG | ISHARES TR | $901.21万 | 1.77% | 393,713 | 28,893 | 7.9% | $66.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $867.57万 | 1.70% | 7,516 | -46 | -0.6% | -$5.31万 | 减仓 |
| IEI | ISHARES TR | $839.70万 | 1.65% | 71,494 | 4,419 | 6.6% | $51.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $803.04万 | 1.57% | 24,533 | -1,315 | -5.1% | -$43.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $785.37万 | 1.54% | 16,445 | 1,547 | 10.4% | $73.88万 | 加仓 |
| TER | TERADYNE INC | $758.23万 | 1.49% | 15,671 | 325 | 2.1% | $15.72万 | 加仓 |
| ETN | EATON CORP PLC | $736.06万 | 1.44% | 17,273 | -92 | -0.5% | -$3.92万 | 减仓 |
| IBTH | ISHARES TR | $700.29万 | 1.37% | 313,050 | 48,361 | 18.3% | $108.18万 | 加仓 |
| EFA | ISHARES TR | $691.84万 | 1.36% | 66,600 | -31,993 | -32.4% | -$332.34万 | 减仓 |
| AGG | ISHARES TR | $676.85万 | 1.33% | 68,382 | 4,784 | 7.5% | $47.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $673.81万 | 1.32% | 6,662 | 83 | 1.3% | $8.39万 | 加仓 |
| RTX | RTX CORPORATION | $664.96万 | 1.30% | 35,048 | 586 | 1.7% | $11.12万 | 加仓 |
| IWV | ISHARES TR | $646.63万 | 1.27% | 15,165 | 105 | 0.7% | $4.48万 | 加仓 |
| EEM | ISHARES TR | $631.53万 | 1.24% | 92,315 | -3,145 | -3.3% | -$21.51万 | 减仓 |
| MCO | MOODYS CORP | $551.92万 | 1.08% | 12,186 | 10 | 0.1% | $4,529 | 加仓 |
| ARM | ARM HOLDINGS PLC | $546.70万 | 1.07% | 15,419 | 410 | 2.7% | $14.54万 | 加仓 |
| EMXC | ISHARES INC | $545.50万 | 1.07% | 53,324 | -4,574 | -7.9% | -$46.79万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $526.52万 | 1.03% | 26,245 | -3,234 | -11.0% | -$64.88万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $524.26万 | 1.03% | 5,604 | -91 | -1.6% | -$8.51万 | 减仓 |
| OSK | OSHKOSH CORP | $507.77万 | 1.00% | 33,084 | 1,740 | 5.6% | $26.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $497.87万 | 0.98% | 9,773 | -2 | -0.0% | -$1,019 | 减仓 |
| UNP | UNION PAC CORP | $473.48万 | 0.93% | 17,407 | 2,328 | 15.4% | $63.32万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $461.87万 | 0.91% | 13,655 | 438 | 3.3% | $14.81万 | 加仓 |
| V | VISA INC | $450.89万 | 0.88% | 13,142 | 642 | 5.1% | $22.03万 | 加仓 |
| SDCI | USCF ETF TR | $442.27万 | 0.87% | 167,272 | 16,756 | 11.1% | $44.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $436.61万 | 0.86% | 11,705 | -655 | -5.3% | -$24.43万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $418.86万 | 0.82% | 92,854 | 946 | 1.0% | $4.27万 | 加仓 |
| ASML | ASML HLDG NV | $408.04万 | 0.80% | 2,051 | 732 | 55.5% | $145.63万 | 加仓 |
| CWB | SPDR SERIES TRUST | $406.11万 | 0.80% | 37,666 | -1,273 | -3.3% | -$13.73万 | 减仓 |
| QLTA | ISHARES TR | $397.21万 | 0.78% | 83,588 | 4,712 | 6.0% | $22.39万 | 加仓 |
| IWN | ISHARES TR | $396.29万 | 0.78% | 17,915 | -953 | -5.1% | -$21.08万 | 减仓 |
| IWO | ISHARES TR | $393.57万 | 0.77% | 9,990 | -550 | -5.2% | -$21.67万 | 减仓 |
| IWS | ISHARES TR | $391.90万 | 0.77% | 23,809 | 23,809 | — | $391.90万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $389.92万 | 0.76% | 5,295 | -478 | -8.3% | -$35.20万 | 减仓 |
| AAPL | APPLE INC | $389.38万 | 0.76% | 13,457 | 88 | 0.7% | $2.55万 | 加仓 |
| IWD | ISHARES TR | $385.83万 | 0.76% | 15,915 | 15,915 | — | $385.83万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $375.10万 | 0.74% | 19,688 | -5,267 | -21.1% | -$100.35万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $366.16万 | 0.72% | 11,639 | 557 | 5.0% | $17.52万 | 加仓 |
| RY | ROYAL BK CDA | $359.79万 | 0.71% | 17,384 | 1,105 | 6.8% | $22.87万 | 加仓 |
| GOOG | ALPHABET INC | $348.91万 | 0.68% | 9,875 | 268 | 2.8% | $9.47万 | 加仓 |
| KLAC | KLA CORP | $345.36万 | 0.68% | 11,447 | 1,227 | 12.0% | $37.02万 | 加仓 |
| IBTI | ISHARES TR | $345.18万 | 0.68% | 155,906 | 37,073 | 31.2% | $82.08万 | 加仓 |
| ADI | ANALOG DEVICES INC | $343.25万 | 0.67% | 8,642 | -131 | -1.5% | -$5.20万 | 减仓 |
| IJR | ISHARES TR | $341.87万 | 0.67% | 23,051 | 82 | 0.4% | $1.22万 | 加仓 |
| ORCL | ORACLE CORP | $335.78万 | 0.66% | 22,912 | 110 | 0.5% | $1.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $334.74万 | 0.66% | 6,518 | 67 | 1.0% | $3.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $323.83万 | 0.63% | 19,062 | 517 | 2.8% | $8.78万 | 加仓 |
| META | META PLATFORMS INC | $319.65万 | 0.63% | 5,675 | -213 | -3.6% | -$12.00万 | 减仓 |
| EPR | EPR PPTYS | $309.34万 | 0.61% | 53,325 | 15,793 | 42.1% | $91.62万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $296.59万 | 0.58% | 57,168 | 2,783 | 5.1% | $14.44万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $281.56万 | 0.55% | 31,125 | 1,546 | 5.2% | $13.99万 | 加仓 |
| ABBV | ABBVIE INC | $281.13万 | 0.55% | 11,172 | 275 | 2.5% | $6.92万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $280.24万 | 0.55% | 5,502 | 490 | 9.8% | $24.96万 | 加仓 |
| WM | WASTE MGMT INC DEL | $278.92万 | 0.55% | 12,514 | -426 | -3.3% | -$9.50万 | 减仓 |
| CSCO | CISCO SYS INC | $267.74万 | 0.52% | 22,794 | -652 | -2.8% | -$7.66万 | 减仓 |
| AMGN | AMGEN INC | $263.07万 | 0.52% | 7,265 | 588 | 8.8% | $21.29万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $259.64万 | 0.51% | 9,239 | 4,632 | 100.5% | $130.17万 | 加仓 |
| BLK | BLACKROCK INC | $248.75万 | 0.49% | 2,587 | 18 | 0.7% | $1.73万 | 加仓 |
| MLPX | GLOBAL X FDS | $241.44万 | 0.47% | 32,777 | 3,813 | 13.2% | $28.09万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $241.34万 | 0.47% | 1,164 | 769 | 194.7% | $159.44万 | 加仓 |
| AMZN | AMAZON COM INC | $239.26万 | 0.47% | 10,039 | 809 | 8.8% | $19.28万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $238.46万 | 0.47% | 1,146 | 135 | 13.4% | $28.09万 | 加仓 |
| DDOG | DATADOG INC | $230.61万 | 0.45% | 8,858 | 2,395 | 37.1% | $62.35万 | 加仓 |
| TRMD | TORM PLC | $227.46万 | 0.45% | 87,282 | -4,223 | -4.6% | -$11.01万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $226.70万 | 0.44% | 47,546 | 2,318 | 5.1% | $11.05万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $224.86万 | 0.44% | 48,619 | 24,611 | 102.5% | $113.83万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $218.50万 | 0.43% | 9,142 | -1 | -0.0% | -$239 | 减仓 |
| — | EXXON MOBIL CORP | $216.47万 | 0.42% | 15,833 | 1,922 | 13.8% | $26.28万 | 加仓 |
| PSA | PUBLIC STORAGE | $215.15万 | 0.42% | 6,759 | 1,335 | 24.6% | $42.49万 | 加仓 |
| IEF | ISHARES TR | $208.22万 | 0.41% | 22,018 | 1,618 | 7.9% | $15.30万 | 加仓 |
| DAC | DANAOS CORPORATION | $206.25万 | 0.40% | 16,855 | 11,670 | 225.1% | $142.81万 | 加仓 |
| TRP | TC ENERGY CORP | $205.19万 | 0.40% | 30,954 | 14,643 | 89.8% | $97.07万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $203.14万 | 0.40% | 35,967 | 4,028 | 12.6% | $22.75万 | 加仓 |
| SHY | ISHARES TR | $202.27万 | 0.40% | 24,634 | 922 | 3.9% | $7.57万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $197.34万 | 0.39% | 22,672 | 2,874 | 14.5% | $25.02万 | 加仓 |
| SHOP | SHOPIFY INC | $178.19万 | 0.35% | 15,606 | 1,018 | 7.0% | $11.62万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $172.39万 | 0.34% | 3,471 | -78 | -2.2% | -$3.87万 | 减仓 |
| IBTJ | ISHARES TR | $166.11万 | 0.33% | 76,724 | 18,927 | 32.7% | $40.98万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $161.40万 | 0.32% | 4,300 | 763 | 21.6% | $28.64万 | 加仓 |
| TSLA | TESLA INC | $154.55万 | 0.30% | 3,675 | 130 | 3.7% | $5.47万 | 加仓 |
| CVX | CHEVRON CORPORATION | $149.85万 | 0.29% | 9,040 | 1,211 | 15.5% | $20.07万 | 加仓 |
| D | DOMINION ENERGY INC | $142.77万 | 0.28% | 20,906 | 212 | 1.0% | $1.45万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $141.97万 | 0.28% | 76,617 | 7,570 | 11.0% | $14.03万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $134.73万 | 0.26% | 9,848 | 2,625 | 36.3% | $35.91万 | 加仓 |
| PLD | PROLOGIS INC. | $133.67万 | 0.26% | 9,867 | 1,292 | 15.1% | $17.50万 | 加仓 |
| OGE | OGE ENERGY CORP | $125.33万 | 0.25% | 25,756 | 1,964 | 8.3% | $9.56万 | 加仓 |
| MFC | MANULIFE FINL CORP | $124.15万 | 0.24% | 30,647 | 2,945 | 10.6% | $11.93万 | 加仓 |
| XEL | XCEL ENERGY INC | $123.96万 | 0.24% | 15,437 | 1,816 | 13.3% | $14.58万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $121.05万 | 0.24% | 67,512 | -153 | -0.2% | -$2,743 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $113.51万 | 0.22% | 11,809 | 321 | 2.8% | $3.09万 | 加仓 |
| DE | DEERE & CO | $111.20万 | 0.22% | 1,753 | 52 | 3.1% | $3.30万 | 加仓 |