Mairs & Power Inc 13F 持仓 · 2026年Q2
Mairs & Power 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 254 只证券，申报市值合计 109.00 亿美元。前几大持仓：NVDA（8.64%）、MSFT（6.68%）、AMZN（5.68%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $942.0M | 8.64% | 4.7M | 减持 |
| 2 | MSFT | MICROSOFT CORP | $727.7M | 6.68% | 2.0M | 增持 |
| 3 | AMZN | AMAZON COM INC | $619.6M | 5.68% | 2.6M | 减持 |
| 4 | GOOG | ALPHABET INC | $594.8M | 5.46% | 1.7M | 增持 |
| 5 | LLY | ELI LILLY & CO | $386.4M | 3.54% | 322,129 | 减持 |
| 6 | NVT | NVENT ELEC PLC | $348.2M | 3.19% | 2.1M | 减持 |
| 7 | AAPL | APPLE INC | $329.4M | 3.02% | 1.1M | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $302.3M | 2.77% | 923,550 | 减持 |
| 9 | V | VISA INC | $292.3M | 2.68% | 852,050 | 增持 |
| 10 | GGG | GRACO INC | $287.1M | 2.63% | 3.8M | 减持 |
| 11 | LFUS | LITTELFUSE INC | $274.2M | 2.52% | 602,104 | 减持 |
| 12 | TTC | TORO CO | $260.7M | 2.39% | 2.7M | 减持 |
| 13 | ENTG | ENTEGRIS INC | $234.1M | 2.15% | 1.3M | 减持 |
| 14 | UNH | UNITEDHEALTH GROUP INC | $232.7M | 2.14% | 559,951 | 减持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $227.4M | 2.09% | 476,245 | 减持 |
| 16 | MSI | MOTOROLA SOLUTIONS INC | $226.3M | 2.08% | 544,876 | 增持 |
| 17 | ECL | ECOLAB INC | $216.6M | 1.99% | 777,541 | 增持 |
| 18 | WEC | WEC ENERGY GROUP INC | $208.8M | 1.92% | 1.8M | 减持 |
| 19 | PANW | PALO ALTO NETWORKS INC | $204.6M | 1.88% | 599,841 | 增持 |
| 20 | LNT | ALLIANT ENERGY CORP | $202.8M | 1.86% | 2.7M | 减持 |
| 21 | TECH | BIO-TECHNE CORP | $190.8M | 1.75% | 2.7M | 减持 |
| 22 | META | META PLATFORMS INC | $187.5M | 1.72% | 332,871 | 增持 |
| 23 | FAST | FASTENAL CO | $185.9M | 1.71% | 3.9M | 减持 |
| 24 | SHW | SHERWIN WILLIAMS CO | $151.7M | 1.39% | 440,586 | 增持 |
| 25 | CHRW | C H ROBINSON WORLDWIDE IN | $145.2M | 1.33% | 770,708 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR