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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| NVDA | NVIDIA CORPORATION COM | $1,380.33万 | 3.25% | 79,147 | -1,705 | -2.1% | -$29.74万 | 减仓 |
| AVGO | BROADCOM INC COM | $1,186.49万 | 2.79% | 38,335 | -3,311 | -8.0% | -$102.48万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $957.63万 | 2.26% | 98,593 | 36,187 | 58.0% | $351.48万 | 加仓 |
| IBTG | ISHARES TR IBONDS 26 TRM TS | $835.98万 | 1.97% | 364,820 | 41,226 | 12.7% | $94.47万 | 加仓 |
| AMAT | APPLIED MATERIALS INC COM USD0.01 | $828.16万 | 1.95% | 24,230 | -1,237 | -4.9% | -$42.28万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $827.33万 | 1.95% | 38,722 | -15,868 | -29.1% | -$339.03万 | 减仓 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $795.51万 | 1.87% | 67,075 | 3,254 | 5.1% | $38.59万 | 加仓 |
| JPM | JPMORGAN CHASE &CO. COM | $760.34万 | 1.79% | 25,848 | 878 | 3.5% | $25.83万 | 加仓 |
| RTX | RTX CORPORATION COM USD1.00 | $664.78万 | 1.57% | 34,462 | 34 | 0.1% | $6,559 | 加仓 |
| CMI | CUMMINS INC | $659.43万 | 1.55% | 12,257 | -270 | -2.2% | -$14.53万 | 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 |
| ETN | EATON CORPORATION PLC | $621.09万 | 1.46% | 17,365 | -67 | -0.4% | -$2.40万 | 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 |
| LMT | LOCKHEED MARTIN CORP COM USD1.00 | $590.79万 | 1.39% | 9,775 | -75 | -0.8% | -$4.53万 | 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 |
| COST | COSTCO WHOLESALE CORP COM | $567.44万 | 1.34% | 5,695 | -609 | -9.7% | -$60.68万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $558.25万 | 1.31% | 15,060 | 338 | 2.3% | $12.53万 | 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 |
| 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 |
| COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | $537.79万 | 1.27% | 29,479 | -607 | -2.0% | -$11.07万 | 减仓 |
| MCO | MOODYS CORP COM USD0.01 | $531.18万 | 1.25% | 12,176 | 21 | 0.2% | $9,161 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $523.56万 | 1.23% | 25,736 | 316 | 1.2% | $6.43万 | 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 |
| OSK | OSHKOSH CORP | $461.41万 | 1.09% | 31,344 | 55 | 0.2% | $8,097 | 加仓 |
| MSFT | MICROSOFT CORP | $457.52万 | 1.08% | 12,360 | -116 | -0.9% | -$4.29万 | 减仓 |
| EMXC | ISHARES MSCI EMR MRK EX CHNA | $455.43万 | 1.07% | 57,898 | -3,290 | -5.4% | -$25.88万 | 减仓 |
| TER | TERADYNE INC COM USD0.125 | $454.95万 | 1.07% | 15,346 | 5,035 | 48.8% | $149.27万 | 加仓 |
| SDCI | USCF ETF TR SUMMERHAVEN K1 | $410.01万 | 0.97% | 150,516 | 16,083 | 12.0% | $43.81万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM USD0.20 | $399.79万 | 0.94% | 13,217 | 122 | 0.9% | $3.69万 | 加仓 |
| V | VISA INC | $377.80万 | 0.89% | 12,500 | 198 | 1.6% | $5.98万 | 加仓 |
| 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 |
| UNP | UNION PAC CORP COM | $365.84万 | 0.86% | 15,079 | -6 | -0.0% | -$1,456 | 减仓 |
| IGE | ISHARES TR NORTH AMERN NAT | $361.18万 | 0.85% | 57,384 | -8,904 | -13.4% | -$56.04万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $357.72万 | 0.84% | 18,868 | 18,868 | — | $357.72万 | 新建仓 |
| 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 |
| NOC | NORTHROP GRUMMAN CORP COM USD1 | $341.93万 | 0.81% | 5,012 | -31 | -0.6% | -$2.11万 | 减仓 |
| AAPL | APPLE INC | $339.29万 | 0.80% | 13,369 | -3,095 | -18.8% | -$78.55万 | 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 |
| ORCL | ORACLE CORP | $335.43万 | 0.79% | 22,802 | -224 | -1.0% | -$3.30万 | 减仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $333.22万 | 0.78% | 5,773 | 326 | 6.0% | $18.82万 | 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 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $330.76万 | 0.78% | 10,540 | 397 | 3.9% | $12.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $322.32万 | 0.76% | 6,451 | 5 | 0.1% | $2,498 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $320.91万 | 0.76% | 7,458 | -1,446 | -16.2% | -$62.22万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $318.06万 | 0.75% | 11,082 | 99 | 0.9% | $2.84万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $297.34万 | 0.70% | 12,940 | -2,450 | -15.9% | -$56.30万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $288.02万 | 0.68% | 54,385 | 2,459 | 4.7% | $13.02万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL-CAP E | $285.52万 | 0.67% | 22,969 | 684 | 3.1% | $8.50万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $279.11万 | 0.66% | 8,773 | -263 | -2.9% | -$8.37万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $275.58万 | 0.65% | 9,607 | 190 | 2.0% | $5.45万 | 加仓 |
| IBTI | ISHARES TR IBONDS 28 TRM TS | $264.80万 | 0.62% | 118,833 | 36,944 | 45.1% | $82.32万 | 加仓 |
| RY | ROYAL BANK OF CANADA MONTREAL QUE COM NPV ISIN #CA7800871021 SEDOL #2754383 | $263.35万 | 0.62% | 16,279 | 279 | 1.7% | $4.51万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM USD0.003 | $259.43万 | 0.61% | 9,143 | -21 | -0.2% | -$5,959 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $255.47万 | 0.60% | 7,562 | -159 | -2.1% | -$5.37万 | 减仓 |
| TRMD | TORM PLC SER A USD0.01 | $255.30万 | 0.60% | 91,505 | 495 | 0.5% | $1.38万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $254.77万 | 0.60% | 40,601 | -727 | -1.8% | -$4.56万 | 减仓 |
| BLK | BLACKROCK INC COM | $247.08万 | 0.58% | 2,569 | -48 | -1.8% | -$4.62万 | 减仓 |
| ABBV | ABBVIE INC COM USD0.01 | $237.00万 | 0.56% | 10,897 | -6,699 | -38.1% | -$145.70万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $236.87万 | 0.56% | 29,579 | 588 | 2.0% | $4.71万 | 加仓 |
| — | EXXON MOBIL CORP COM | $236.02万 | 0.56% | 13,911 | 153 | 1.1% | $2.60万 | 加仓 |
| AMGN | AMGEN INC | $234.92万 | 0.55% | 6,677 | -3 | -0.0% | -$1,055 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $227.70万 | 0.54% | 18,545 | 81 | 0.4% | $9,945 | 加仓 |
| ARM | ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS | $227.06万 | 0.53% | 15,009 | 276 | 1.9% | $4.18万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $218.83万 | 0.52% | 91,908 | -289 | -0.3% | -$6,881 | 减仓 |
| MLPX | GLOBAL X FDS GLB X MLP ENRG I | $214.16万 | 0.50% | 28,964 | 3,179 | 12.3% | $23.51万 | 加仓 |
| PAYX | PAYCHEX INC COM USD0.01 | $208.05万 | 0.49% | 22,585 | 31 | 0.1% | $2,856 | 加仓 |
| OHI | OMEGA HEALTHCARE INVESTORS INC | $198.19万 | 0.47% | 45,228 | 1,297 | 3.0% | $5.68万 | 加仓 |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | $195.79万 | 0.46% | 23,712 | 1,586 | 7.2% | $13.10万 | 加仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $194.69万 | 0.46% | 20,400 | 1,081 | 5.6% | $10.32万 | 加仓 |
| AMZN | AMAZON.COM INC | $192.23万 | 0.45% | 9,230 | -630 | -6.4% | -$13.12万 | 减仓 |
| FCNCA | FIRST CITIZENS BANCSHARES INC (DELAWARE) | $190.54万 | 0.45% | 1,011 | 42 | 4.3% | $7.92万 | 加仓 |
| EPR | EPR PROPERTIES SBI USD0.01 | $187.51万 | 0.44% | 37,532 | 344 | 0.9% | $1.72万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $181.92万 | 0.43% | 23,446 | -440 | -1.8% | -$3.41万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | $181.03万 | 0.43% | 31,939 | 3,397 | 11.9% | $19.25万 | 加仓 |
| CRM | SALESFORCE INC COM | $174.35万 | 0.41% | 9,340 | -206 | -2.2% | -$3.85万 | 减仓 |
| ASML | ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 | $174.22万 | 0.41% | 1,319 | 827 | 168.1% | $109.24万 | 加仓 |
| SHOP | SHOPIFY INC COM NPV CL A ISIN #CA82509L1076 SEDOL #BX865C7 | $173.04万 | 0.41% | 14,588 | 461 | 3.3% | $5.47万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $161.97万 | 0.38% | 7,829 | -69 | -0.9% | -$1.43万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $158.48万 | 0.37% | 3,549 | 25 | 0.7% | $1.12万 | 加仓 |
| KLAC | KLA CORP COM NEW | $150.49万 | 0.35% | 1,022 | 408 | 66.4% | $60.08万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $146.92万 | 0.35% | 5,424 | -122 | -2.2% | -$3.30万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $146.62万 | 0.35% | 14,281 | -1,916 | -11.8% | -$19.67万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $132.78万 | 0.31% | 19,798 | 15,440 | 354.3% | $103.56万 | 加仓 |
| TSLA | TESLA INC COM | $131.79万 | 0.31% | 3,545 | -205 | -5.5% | -$7.62万 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $131.08万 | 0.31% | 7,595 | -200 | -2.6% | -$3.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $128.39万 | 0.30% | 2,785 | -12 | -0.4% | -$5,532 | 减仓 |
| D | DOMINION ENERGY INC COM | $127.93万 | 0.30% | 20,694 | 16,078 | 348.3% | $99.39万 | 加仓 |
| IBTJ | ISHARES TR IBONDS 29 TRM TS | $126.25万 | 0.30% | 57,797 | 26,938 | 87.3% | $58.84万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $124.42万 | 0.29% | 69,047 | 6,774 | 10.9% | $12.21万 | 加仓 |
| — | ELECTRONIC ARTS INC | $124.38万 | 0.29% | 6,101 | -77 | -1.2% | -$1.57万 | 减仓 |
| OGE | OGE ENERGY CORP COM USD0.01 | $114.11万 | 0.27% | 23,792 | -573 | -2.4% | -$2.75万 | 减仓 |
| PLD | PROLOGIS INC. COM | $113.34万 | 0.27% | 8,575 | 3,664 | 74.6% | $48.43万 | 加仓 |
| XEL | XCEL ENERGY INC COM USD2.5 | $108.21万 | 0.25% | 13,621 | 55 | 0.4% | $4,369 | 加仓 |
| PBA | PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | $107.46万 | 0.25% | 24,008 | 410 | 1.7% | $1.84万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $107.45万 | 0.25% | 67,665 | -10,437 | -13.4% | -$16.57万 | 减仓 |
| CNX | CNX RES CORP COM | $102.87万 | 0.24% | 26,684 | 235 | 0.9% | $9,059 | 加仓 |
| TRP | TC ENERGY CORPORATION COM NPV ISIN #CA87807B1076 SEDOL #BJMY6G0 | $102.11万 | 0.24% | 16,311 | 2,576 | 18.8% | $16.13万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $98.47万 | 0.23% | 3,313 | 48 | 1.5% | $1.43万 | 加仓 |