MidFirst Bank
DENVER CO · SEC CIK 0002077076
$14.10亿2026Q2 申报市值
943持仓数
33.7%前十大占比 · 第一大 5.8%
46 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
APH 加仓+$739.57万
HONA 新建仓+$560.81万
VTEB 加仓+$242.81万
SNY 加仓+$192.72万
JPST 加仓+$115.83万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$551.53万
UNH 减仓-$234.88万
DD 减仓-$164.76万
QQQ 减仓-$157.00万
IWF 减仓-$146.02万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PRGO | PERRIGO CO PLC | $312 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $318 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $330 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $332 | 0.00% | 5 | -1,200 | -99.6% | -$7.97万 | 减仓 |
| EBAY | EBAY INC. | $335 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $345 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $350 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $353 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $375 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $385 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $396 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $397 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $401 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $403 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $406 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $407 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERALS I | $419 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $420 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $425 | 0.00% | 15 | 13 | 650.0% | $368 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $455 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $471 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $491 | 0.00% | 25 | 25 | — | $491 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $494 | 0.00% | 6 | -53 | -89.8% | -$4,364 | 减仓 |
| HSIC | SCHEIN HENRY INC | $501 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $521 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $523 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $530 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| EE | EXCELERATE ENERGY INC | $532 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $537 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $541 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $560 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $575 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $582 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $593 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $595 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $599 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $603 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $613 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $618 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $620 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $642 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC | $654 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $657 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $660 | 0.00% | 2 | -100 | -98.0% | -$3.30万 | 减仓 |
| OVV | OVINTIV INC | $684 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $693 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE STA GROUP INC | $697 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $709 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $709 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $711 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTL INC | $712 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $726 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $731 | 0.00% | 107 | 107 | — | $731 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $739 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $746 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTL S A | $752 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $768 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $795 | 0.00% | 7 | 7 | — | $795 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $800 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $809 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $814 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $817 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $842 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $846 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $849 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $859 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $867 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $877 | 0.00% | 3 | 3 | — | $877 | 新建仓 |
| FCN | FTI CONSULTING INC | $894 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $896 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $898 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $909 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC | $921 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $927 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $928 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESQ | ESQUIRE FINL HLDGS INC | $953 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $956 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $963 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $980 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $988 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $993 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,001 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $1,002 | 0.00% | 7 | 7 | — | $1,002 | 新建仓 |
| SJM | SMUCKER J M CO | $1,013 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $1,020 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1,030 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,031 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1,073 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $1,085 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $1,101 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $1,112 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1,117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $1,123 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $1,123 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1,142 | 0.00% | 10 | -43 | -81.1% | -$4,911 | 减仓 |
| CNS | COHEN & STEERS INC | $1,142 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $1,143 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $1,143 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,153 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1,156 | 0.00% | 14 | 0 | 0.0% | — | 不变 |