CIK: 0001070134
申报总市值
US$97.9亿
申报季度: 2026-03-31 · 持股只数: 245
MAIRS & POWER INC在最新一期 13F 报告中披露了 245 项持股，申报期为 2026-03-31，总持股市值约为 US$97.9亿，季度换手率为 19.6%。
Mairs & Power INC 目前披露的持仓，Herfindahl 集中度指数为 0.031——换算下来相当于约 32 个等权重仓位，明显低于其实际披露的 245 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.56），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
+1.5% -US$2.1亿
加仓 WM
+39724.0% US$9129.2万
减仓 JPM
-17.4% -US$1.0亿
加仓 AMP
+362.4% US$6667.4万
减仓 CRM
-83.1% -US$6908.4万
加仓 LFUS
-7.0% US$4891.8万
仅显示前 200 大持股（共 245 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 8.49% | -0.39% | -3.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.35% | -1.55% | +1.54% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.54% | -0.22% | +0.39% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.72% | -0.41% | -5.09% | |
| 5 | GGG | Graco INC | 股票-工业 | 3.30% | — | -2.30% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.17% | -0.79% | -17.41% | |
| 7 | AAPL | Apple INC | 股票-科技 | 3.13% | -0.06% | -0.75% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.07% | -0.50% | -5.51% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.60% | -0.11% | +4.78% | |
| 10 | TTC | Toro Co | 股票-工业 | 2.60% | +0.01% | -20.56% | |
| 11 | LFUS | Littelfuse INC | 股票-科技 | 2.51% | +0.61% | -6.96% | |
| 12 | NVT | nVent Electric plc | 股票-工业 | 2.50% | +0.43% | -2.12% | |
| 13 | MSI | Motorola Solutions INC | 股票-科技 | 2.40% | +0.46% | +2.95% | |
| 14 | WEC | Wec Energy Group INC | 股票-公用事业 | 2.26% | +0.32% | +0.10% | |
| 15 | LNT | Alliant Energy CORP | 股票-公用事业 | 2.12% | +0.27% | -2.30% | |
| 16 | ECL | Ecolab INC | 股票-原材料 | 2.07% | — | -1.14% | |
| 17 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.05% | -0.59% | -10.77% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.90% | -0.11% | +2.56% | |
| 19 | FAST | Fastenal Co | 股票-工业 | 1.86% | +0.06% | -15.96% | |
| 20 | VZ | Verizon Communications INC | 股票-通信服务 | 1.70% | +0.38% | -1.73% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.68% | +0.26% | -0.06% | |
| 22 | ENTG | Entegris INC | 股票-科技 | 1.61% | +0.52% | -0.44% | |
| 23 | FUL | H.b. Fuller Co. | 股票-原材料 | 1.49% | — | -2.05% | |
| 24 | TECH | Bio-techne CORP | 股票-医疗保健 | 1.47% | -0.10% | -0.62% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | -0.16% | -28.19% | |
| 26 | CHRW | C.h. Robinson Worldwide INC | 股票-工业 | 1.44% | — | -1.66% | |
| 27 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.43% | -0.03% | -6.78% | |
| 28 | FISV | Fiserv INC | 股票-其他 | 1.23% | +0.17% | +31.01% | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 1.11% | -0.44% | -21.02% | |
| 30 | ROK | Rockwell Automation INC | 股票-工业 | 1.04% | -0.20% | -14.16% | |
| 31 | WM | Waste Management INC | 股票-工业 | 0.94% | +0.94% | +39724.00% | |
| 32 | AMP | Ameriprise Financial INC | 股票-金融 | 0.89% | +0.69% | +362.43% | |
| 33 | PANW | Palo Alto Networks INC | 股票-科技 | 0.87% | +0.48% | +141.42% | |
| 34 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 0.79% | -0.07% | -9.80% | |
| 35 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.76% | -0.09% | +1.93% | |
| 36 | CASY | Casey's General Stores INC | 股票-周期性消费 | 0.71% | +0.16% | -7.64% | |
| 37 | QCOM | Qualcomm INC | 股票-科技 | 0.63% | -0.28% | -13.13% | |
| 38 | CGNX | Cognex CORP | 股票-科技 | 0.61% | +0.20% | +4.46% | |
| 39 | TNC | Tennant Co | 股票-其他 | 0.55% | -0.21% | -25.02% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.52% | — | +0.77% | |
| 41 | HD | Home Depot INC | 股票-周期性消费 | 0.52% | — | -2.33% | |
| 42 | HON | Honeywell International INC | 股票-工业 | 0.48% | — | -10.91% | |
| 43 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.47% | +0.13% | +60.39% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.46% | -0.11% | -6.67% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.46% | — | -1.81% | |
| 46 | IDA | Idacorp INC | 股票-公用事业 | 0.44% | — | -0.37% | |
| 47 | WK | Workiva INC | 股票-科技 | 0.44% | -0.16% | -1.70% | |
| 48 | DCI | Donaldson Co INC | 股票-工业 | 0.43% | -0.05% | -10.93% | |
| 49 | PIPR | Piper Sandler Cos | 股票-金融 | 0.43% | +0.43% | NEW | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | +0.10% | +25.14% |
Q3 2026表现
+2.6%
近4个季度表现
+19.5%
基于可获取价格的持仓（占申报价值的66%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 245 | US$97.9亿 | 20 | |
| 2025-12-31 | 243 | US$103.9亿 | 12 | |
| 2025-09-30 | 248 | US$106.4亿 | 25 | |
| 2025-06-30 | 235 | US$101.3亿 | 0 | |
| 2025-03-31 | 221 | US$96.1亿 | 100 | |
| 2024-12-31 | 229 | US$103.4亿 | 0 | |
| 2024-09-30 | 228 | US$106.3亿 | 0 | |
| 2024-06-30 | 222 | US$103.5亿 | 0 | |
| 2024-03-31 | 226 | US$103.3亿 | 0 | |
| 2023-12-31 | 231 | US$94.9亿 | 0 | |
| 2023-09-30 | 214 | US$85.2亿 | 0 | |
| 2023-06-30 | 226 | US$91.9亿 | 0 | |
| 2023-03-31 | 236 | US$86.7亿 | 0 | |
| 2022-12-31 | 227 | US$83.1亿 | 0 | |
| 2022-09-30 | 221 | US$79.3亿 | 0 | |
| 2022-06-30 | 202 | US$83.4亿 | 0 | |
| 2022-03-31 | 216 | US$99.3亿 | 0 | |
| 2021-12-31 | 218 | US$108.0亿 | 0 | |
| 2021-09-30 | 210 | US$99.9亿 | 0 | |
| 2021-06-30 | 212 | US$101.2亿 | 97 | |
| 2021-03-31 | 216 | US$95.3亿 | 10 | |
| 2020-12-31 | 213 | US$90.0亿 | 16 | |
| 2020-09-30 | 199 | US$80.1亿 | 10 | |
| 2020-06-30 | 201 | US$76.5亿 | 19 | |
| 2020-03-31 | 198 | US$68.5亿 | 29 | |
| 2019-12-31 | 220 | US$88.0亿 | 10 | |
| 2019-09-30 | 214 | US$82.7亿 | 9 | |
| 2019-06-30 | 218 | US$83.3亿 | 12 | |
| 2019-03-31 | 212 | US$82.3亿 | 14 | |
| 2018-12-31 | 200 | US$74.1亿 | 16 | |
| 2018-09-30 | 216 | US$85.9亿 | 12 | |
| 2018-06-30 | 214 | US$80.6亿 | 12 | |
| 2018-03-31 | 203 | US$81.0亿 | 12 | |
| 2017-12-31 | 199 | US$86.2亿 | 8 | |
| 2017-09-30 | 201 | US$83.3亿 | 8 | |
| 2017-06-30 | 199 | US$82.7亿 | 9 | |
| 2017-03-31 | 203 | US$81.6亿 | 16 | |
| 2016-12-31 | 189 | US$77.9亿 | 8 | |
| 2016-09-30 | 194 | US$75.9亿 | 9 | |
| 2016-06-30 | 189 | US$74.1亿 | 11 | |
| 2016-03-31 | 188 | US$70.4亿 | 10 | |
| 2015-12-31 | 190 | US$66.7亿 | 9 | |
| 2015-09-30 | 174 | US$64.0亿 | 14 | |
| 2015-06-30 | 181 | US$70.6亿 | 6 | |
| 2015-03-31 | 187 | US$72.7亿 | 7 | |
| 2014-12-31 | 193 | US$72.1亿 | 15 | |
| 2014-09-30 | 193 | US$68.5亿 | 10 | |
| 2014-06-30 | 196 | US$70.5亿 | 12 | |
| 2014-03-31 | 205 | US$67.5亿 | 8 | |
| 2013-12-31 | 210 | US$65.0亿 | 13 | |
| 2013-09-30 | 186 | US$57.9亿 | 12 | |
| 2013-06-30 | 179 | US$52.3亿 | 0 |
Mairs & Power INC 在 2026-03-31 最显著的持仓异动： 清仓: Piper Sandler Cos (62C); 新建仓: Piper Sandler Cos (PIPR); 新建仓: Sprouts Farmers Market INC (SFM); 新建仓: Vanguard S&p 500 ETF (VOO); 新建仓: Ambarella, Inc. (AMBA).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WM | Waste Management INC | +0.9% | +39724.00% | 加仓 |
| 2 | AMP | Ameriprise Financial INC | +0.7% | +362.43% | 加仓 |
| 3 | LFUS | Littelfuse INC | +0.6% | -6.96% | 减仓 |
| 4 | ENTG | Entegris INC | +0.5% | -0.44% | 减仓 |
| 5 | PANW | Palo Alto Networks INC | +0.5% | +141.42% | 加仓 |
| 6 | MSI | Motorola Solutions INC | +0.5% | +2.95% | 加仓 |
| 7 | NVT | nVent Electric plc | +0.4% | -2.12% | 减仓 |
| 8 | VZ | Verizon Communications INC | +0.4% | -1.73% | 减仓 |
| 9 | WEC | Wec Energy Group INC | +0.3% | +0.10% | 加仓 |
| 10 | LNT | Alliant Energy CORP | +0.3% | -2.30% | 减仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.06% | 减仓 |
| 12 | CGNX | Cognex CORP | +0.2% | +4.46% | 加仓 |
| 13 | FISV | Fiserv INC | +0.2% | +31.01% | 加仓 |
| 14 | CASY | Casey's General Stores INC | +0.2% | -7.64% | 减仓 |
| 15 | ISRG | Intuitive Surgical INC | +0.1% | +60.39% | 加仓 |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | +25.14% | 加仓 |
| 17 | ZTS | Zoetis INC | +0.1% | +33.89% | 加仓 |
| 18 | FAST | Fastenal Co | +0.1% | -15.96% | 减仓 |
| 19 | TTC | Toro Co | 0% | -20.56% | 减仓 |
| 20 | SHW | Sherwin-williams Co/the | 0% | -6.78% | 减仓 |
| 21 | DCI | Donaldson Co INC | -0.1% | -10.93% | 减仓 |
| 22 | AAPL | Apple INC | -0.1% | -0.75% | 减仓 |
| 23 | HRL | Hormel Foods CORP | -0.1% | -9.80% | 减仓 |
| 24 | DIS | Walt Disney Co/the | -0.1% | -19.02% | 减仓 |
| 25 | ABT | Abbott Laboratories | -0.1% | +1.93% | 加仓 |
| 26 | TECH | Bio-techne CORP | -0.1% | -0.62% | 减仓 |
| 27 | V | Visa Inc-class A Shares | -0.1% | +4.78% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +2.56% | 加仓 |
| 29 | AXP | American Express Co | -0.1% | -6.67% | 减仓 |
| 30 | JNJ | Johnson & Johnson | -0.2% | -28.19% | 减仓 |
| 31 | WK | Workiva INC | -0.2% | -1.70% | 减仓 |
| 32 | ROK | Rockwell Automation INC | -0.2% | -14.16% | 减仓 |
| 33 | TNC | Tennant Co | -0.2% | -25.02% | 减仓 |
| 34 | AMZN | Amazon.com INC | -0.2% | +0.39% | 加仓 |
| 35 | QCOM | Qualcomm INC | -0.3% | -13.13% | 减仓 |
| 36 | KHC | Kraft Heinz Co/the | -0.3% | -81.08% | 减仓 |
| 37 | NVDA | Nvidia CORP | -0.4% | -3.80% | 减仓 |
| 38 | GOOG | Alphabet Inc-cl C | -0.4% | -5.09% | 减仓 |
| 39 | WFC | Wells Fargo & Co | -0.4% | -21.02% | 减仓 |
| 40 | LLY | Eli Lilly & Co | -0.5% | -5.51% | 减仓 |
| 41 | UNH | Unitedhealth Group INC | -0.6% | -10.77% | 减仓 |
| 42 | CRM | Salesforce INC | -0.7% | -83.11% | 减仓 |
| 43 | JPM | Jpmorgan Chase & Co | -0.8% | -17.41% | 减仓 |
| 44 | MSFT | Microsoft CORP | -1.6% | +1.54% | 加仓 |
| 45 | 62C | Piper Sandler Cos | — | EXIT | 清仓 |
| 46 | PIPR | Piper Sandler Cos | — | NEW | 新建仓 |
| 47 | SFM | Sprouts Farmers Market INC | — | NEW | 新建仓 |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | 新建仓 |
| 49 | AMBA | Ambarella, Inc. | — | NEW | 新建仓 |
| 50 | INSP | Inspire Medical Systems INC | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-08-15 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-05-16 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-11-15 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-08-16 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-05-14 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-02-16 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-11-16 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-15 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-16 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-16 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-16 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-17 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-14 | 13F-HR | 在 EDGAR 上查看 |
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