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 |
|---|---|---|---|---|---|---|---|---|
| TTD | THE TRADE DESK INC | $590 | 0.00% | 26 | 3 | 13.0% | $68 | 加仓 |
| NTRA | NATERA INC | $600 | 0.00% | 3 | -2,281 | -99.9% | -$45.62万 | 减仓 |
| AEG | AEGON LTD | $610 | 0.00% | 84 | 84 | — | $610 | 新建仓 |
| INTC | INTEL CORP | $618 | 0.00% | 14 | -89 | -86.4% | -$3,929 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $634 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $650 | 0.00% | 6 | 6 | — | $650 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $669 | 0.00% | 28 | 28 | — | $669 | 新建仓 |
| EPAM | EPAM SYS INC | $677 | 0.00% | 5 | 5 | — | $677 | 新建仓 |
| CBT | CABOT CORP | $678 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $692 | 0.00% | 7 | 7 | — | $692 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $708 | 0.00% | 6 | 6 | — | $708 | 新建仓 |
| UTZ | UTZ BRANDS INC | $713 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $716 | 0.00% | 4 | 4 | — | $716 | 新建仓 |
| ADSK | AUTODESK INC | $718 | 0.00% | 3 | 3 | — | $718 | 新建仓 |
| LOGI | LOGITECH INTL S A | $729 | 0.00% | 8 | 8 | — | $729 | 新建仓 |
| ARGX | ARGENX SE | $730 | 0.00% | 1 | 1 | — | $730 | 新建仓 |
| SHOE | SHOE CARNIVAL INC | $733 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $737 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HLDGS CORP | $746 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC | $750 | 0.00% | 27 | -5,665 | -99.5% | -$15.74万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $750 | 0.00% | 21 | 21 | — | $750 | 新建仓 |
| WAB | WABTEC | $750 | 0.00% | 3 | 3 | — | $750 | 新建仓 |
| NGG | NATIONAL GRID PLC | $761 | 0.00% | 9 | 9 | — | $761 | 新建仓 |
| OVV | OVINTIV INC | $772 | 0.00% | 13 | 13 | — | $772 | 新建仓 |
| WING | WINGSTOP INC | $775 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $781 | 0.00% | 12 | 12 | — | $781 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $782 | 0.00% | 30 | -3 | -9.1% | -$78 | 减仓 |
| APP | APPLOVIN CORP | $796 | 0.00% | 2 | -674 | -99.7% | -$26.83万 | 减仓 |
| CRAI | CRA INTL INC | $809 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $812 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $835 | 0.00% | 18 | 18 | — | $835 | 新建仓 |
| TDC | TERADATA CORP DEL | $846 | 0.00% | 33 | 33 | — | $846 | 新建仓 |
| WINA | WINMARK CORP | $855 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ESQ | ESQUIRE FINL HLDGS INC | $860 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $862 | 0.00% | 16 | 16 | — | $862 | 新建仓 |
| D | DOMINION ENERGY INC | $865 | 0.00% | 14 | 14 | — | $865 | 新建仓 |
| SJM | SMUCKER J M CO | $868 | 0.00% | 9 | -3,023 | -99.7% | -$29.16万 | 减仓 |
| KWR | QUAKER HOUGHTON | $870 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $876 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $895 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $896 | 0.00% | 52 | 52 | — | $896 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $907 | 0.00% | 10 | 10 | — | $907 | 新建仓 |
| CNS | COHEN & STEERS INC | $938 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $961 | 0.00% | 7 | 7 | — | $961 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $965 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $988 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $991 | 0.00% | 5 | 5 | — | $991 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $1,001 | 0.00% | 10 | 10 | — | $1,001 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,004 | 0.00% | 8 | -2,841 | -99.7% | -$35.65万 | 减仓 |
| CPK | CHESAPEAKE UTILS CORP | $1,011 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1,015 | 0.00% | 3 | 3 | — | $1,015 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $1,038 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,040 | 0.00% | 18 | -672 | -97.4% | -$3.88万 | 减仓 |
| THG | HANOVER INS GROUP INC | $1,040 | 0.00% | 6 | 6 | — | $1,040 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $1,042 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $1,044 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $1,061 | 0.00% | 6 | 6 | — | $1,061 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $1,075 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $1,082 | 0.00% | 4 | -1,412 | -99.7% | -$38.19万 | 减仓 |
| LKFN | LAKELAND FINL CORP | $1,090 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1,091 | 0.00% | 3 | 3 | — | $1,091 | 新建仓 |
| BBY | BEST BUY INC | $1,091 | 0.00% | 17 | 17 | — | $1,091 | 新建仓 |
| ABEV | AMBEV SA | $1,095 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $1,102 | 0.00% | 10 | -602 | -98.4% | -$6.63万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,122 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1,124 | 0.00% | 15 | -34 | -69.4% | -$2,548 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $1,128 | 0.00% | 12 | 12 | — | $1,128 | 新建仓 |
| CHE | CHEMED CORP NEW | $1,134 | 0.00% | 3 | -23 | -88.5% | -$8,694 | 减仓 |
| CTRE | CARETRUST REIT INC | $1,136 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,145 | 0.00% | 38 | 38 | — | $1,145 | 新建仓 |
| VLTO | VERALTO CORP | $1,149 | 0.00% | 13 | 5 | 62.5% | $442 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1,149 | 0.00% | 8 | 8 | — | $1,149 | 新建仓 |
| BC | BRUNSWICK CORP | $1,164 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1,176 | 0.00% | 16 | -5,492 | -99.7% | -$40.37万 | 减仓 |
| NWG | NATWEST GROUP PLC | $1,192 | 0.00% | 80 | 80 | — | $1,192 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $1,221 | 0.00% | 36 | -5,176 | -99.3% | -$17.56万 | 减仓 |
| DB | DEUTSCHE BK AG | $1,221 | 0.00% | 41 | 41 | — | $1,221 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $1,221 | 0.00% | 10 | 10 | — | $1,221 | 新建仓 |
| PATK | PATRICK INDS INC | $1,222 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1,222 | 0.00% | 7 | 7 | — | $1,222 | 新建仓 |
| CGNX | COGNEX CORP | $1,225 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $1,230 | 0.00% | 8 | 8 | — | $1,230 | 新建仓 |
| — | QORVO INC | $1,238 | 0.00% | 16 | 16 | — | $1,238 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1,245 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $1,251 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $1,258 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $1,274 | 0.00% | 46 | 46 | — | $1,274 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1,275 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,287 | 0.00% | 30 | 30 | — | $1,287 | 新建仓 |
| PATH | UIPATH INC | $1,299 | 0.00% | 117 | 117 | — | $1,299 | 新建仓 |
| TTC | TORO CO | $1,308 | 0.00% | 14 | 14 | — | $1,308 | 新建仓 |
| HAS | HASBRO INC | $1,310 | 0.00% | 14 | 14 | — | $1,310 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,328 | 0.00% | 7 | 7 | — | $1,328 | 新建仓 |
| BCS | BARCLAYS PLC | $1,397 | 0.00% | 66 | 66 | — | $1,397 | 新建仓 |
| NOK | NOKIA CORP | $1,407 | 0.00% | 175 | 175 | — | $1,407 | 新建仓 |
| ACI | ALBERTSONS COS INC | $1,414 | 0.00% | 83 | 83 | — | $1,414 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $1,420 | 0.00% | 14 | 14 | — | $1,420 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,422 | 0.00% | 10 | -1,228 | -99.2% | -$17.46万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1,435 | 0.00% | 4 | 4 | — | $1,435 | 新建仓 |