Midwest Professional Planners, LTD. 13F 持仓 · 2026年Q2
Midwest Professional Planners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 5.10 亿美元。前几大持仓：SPY（10.60%）、AMAT（3.26%）、LRCX（3.17%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $54.1M | 10.60% | 72,460 | 增持 |
| 2 | AMAT | APPLIED MATLS INC | $16.7M | 3.26% | 23,035 | 减持 |
| 3 | LRCX | LAM RESEARCH CORP | $16.2M | 3.17% | 37,324 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $15.8M | 3.10% | 78,985 | 减持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $15.3M | 3.01% | 26,424 | 增持 |
| 6 | AVGO | BROADCOM INC | $13.3M | 2.61% | 35,291 | 减持 |
| 7 | SHV | ISHARES TR | $12.6M | 2.46% | 113,969 | 减持 |
| 8 | IJH | ISHARES TR | $10.6M | 2.07% | 137,108 | 增持 |
| 9 | CMI | CUMMINS INC | $9.1M | 1.77% | 12,700 | 增持 |
| 10 | IBTG | ISHARES TR | $9.0M | 1.77% | 393,713 | 增持 |
| 11 | MU | MICRON TECHNOLOGY INC | $8.7M | 1.70% | 7,516 | 减持 |
| 12 | IEI | ISHARES TR | $8.4M | 1.65% | 71,494 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $8.0M | 1.57% | 24,533 | 减持 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.9M | 1.54% | 16,445 | 增持 |
| 15 | TER | TERADYNE INC | $7.6M | 1.49% | 15,671 | 增持 |
| 16 | ETN | EATON CORP PLC | $7.4M | 1.44% | 17,273 | 减持 |
| 17 | IBTH | ISHARES TR | $7.0M | 1.37% | 313,050 | 增持 |
| 18 | EFA | ISHARES TR | $6.9M | 1.36% | 66,600 | 减持 |
| 19 | AGG | ISHARES TR | $6.8M | 1.33% | 68,382 | 增持 |
| 20 | GS | GOLDMAN SACHS GROUP INC | $6.7M | 1.32% | 6,662 | 增持 |
| 21 | RTX | RTX CORPORATION | $6.6M | 1.30% | 35,048 | 增持 |
| 22 | IWV | ISHARES TR | $6.5M | 1.27% | 15,165 | 增持 |
| 23 | EEM | ISHARES TR | $6.3M | 1.24% | 92,315 | 减持 |
| 24 | MCO | MOODYS CORP | $5.5M | 1.08% | 12,186 | 增持 |
| 25 | ARM | ARM HOLDINGS PLC | $5.5M | 1.07% | 15,419 | 增持 |
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