MidFirst Bank
DENVER CO · SEC CIK 0002077076
$12.09亿2026Q1 申报市值
926持仓数
32.6%前十大占比 · 第一大 5.9%
231 / 90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
IQLT 加仓+$505.57万
SPOT 加仓+$350.69万
VTEB 加仓+$334.21万
SUB 加仓+$323.71万
PNC 加仓+$236.39万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$925.25万
LRCX 减仓-$677.07万
NVDA 减仓-$617.65万
EXACT SCIENCES C 清仓-$514.98万
XLV 减仓-$441.32万
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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $1,312.32万 | 1.09% | 36,691 | -447 | -1.2% | -$15.99万 | 减仓 |
| IQLT | ISHARES TR | $1,334.57万 | 1.10% | 288,680 | 109,359 | 61.0% | $505.57万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,334.75万 | 1.10% | 267,538 | 66,990 | 33.4% | $334.21万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $1,339.15万 | 1.11% | 494,153 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,342.81万 | 1.11% | 62,848 | -31,689 | -33.5% | -$677.07万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,372.14万 | 1.14% | 67,450 | -2,415 | -3.5% | -$49.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,545.02万 | 1.28% | 63,206 | -2,213 | -3.4% | -$54.09万 | 减仓 |
| IWF | ISHARES TR | $1,574.70万 | 1.30% | 36,930 | -702 | -1.9% | -$29.93万 | 减仓 |
| AVGO | BROADCOM INC | $1,743.92万 | 1.44% | 56,345 | -6,155 | -9.8% | -$190.50万 | 减仓 |
| CAT | CATERPILLAR INC | $1,849.88万 | 1.53% | 26,111 | -1,080 | -4.0% | -$76.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,880.81万 | 1.56% | 63,938 | -1,784 | -2.7% | -$52.48万 | 减仓 |
| META | META PLATFORMS INC | $2,211.77万 | 1.83% | 38,658 | 1,195 | 3.2% | $68.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,490.88万 | 2.06% | 43,156 | 2,375 | 5.8% | $137.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,619.57万 | 2.17% | 40,280 | 73 | 0.2% | $4.75万 | 加仓 |
| AMZN | AMAZON COM INC | $3,648.10万 | 3.02% | 175,162 | -7,499 | -4.1% | -$156.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,712.98万 | 3.07% | 100,305 | -8,791 | -8.1% | -$325.42万 | 减仓 |
| GOOGL | ALPHABET INC | $4,349.52万 | 3.60% | 151,256 | -2,145 | -1.4% | -$61.68万 | 减仓 |
| AAPL | APPLE INC | $5,266.89万 | 4.36% | 207,530 | -11,693 | -5.3% | -$296.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,127.73万 | 5.07% | 351,361 | -35,416 | -9.2% | -$617.65万 | 减仓 |
| IVV | ISHARES TR | $7,108.95万 | 5.88% | 108,831 | 902 | 0.8% | $58.92万 | 加仓 |