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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $3,353 | 0.00% | 17 | 17 | — | $3,353 | 新建仓 |
| AYI | ACUITY INC | $3,363 | 0.00% | 12 | 12 | — | $3,363 | 新建仓 |
| LFUS | LITTELFUSE INC | $3,393 | 0.00% | 10 | -1,129 | -99.1% | -$38.31万 | 减仓 |
| AMLP | ALPS ETF TR | $3,422 | 0.00% | 65 | 65 | — | $3,422 | 新建仓 |
| SBCF | SEACOAST BKG CORP FLA | $3,484 | 0.00% | 115 | -9,034 | -98.7% | -$27.37万 | 减仓 |
| TRMB | TRIMBLE INC | $3,523 | 0.00% | 54 | -5,288 | -99.0% | -$34.50万 | 减仓 |
| RUM | RUMBLE INC | $3,570 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,643 | 0.00% | 45 | 45 | — | $3,643 | 新建仓 |
| RS | RELIANCE INC | $3,647 | 0.00% | 12 | 12 | — | $3,647 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $3,694 | 0.00% | 16 | 16 | — | $3,694 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $3,717 | 0.00% | 199 | -2,359 | -92.2% | -$4.41万 | 减仓 |
| EXP | EAGLE MATLS INC | $3,789 | 0.00% | 20 | -1,180 | -98.3% | -$22.36万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $3,795 | 0.00% | 46 | 46 | — | $3,795 | 新建仓 |
| MP | MP MATERIALS CORP | $3,861 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,863 | 0.00% | 33 | 33 | — | $3,863 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,888 | 0.00% | 26 | -1,030 | -97.5% | -$15.40万 | 减仓 |
| TXT | TEXTRON INC | $3,940 | 0.00% | 45 | 45 | — | $3,940 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3,974 | 0.00% | 138 | 138 | — | $3,974 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,989 | 0.00% | 43 | -3,993 | -98.9% | -$37.04万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,084 | 0.00% | 165 | 165 | — | $4,084 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $4,088 | 0.00% | 60 | 60 | — | $4,088 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $4,093 | 0.00% | 59 | 6 | 11.3% | $416 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,103 | 0.00% | 21 | 21 | — | $4,103 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $4,160 | 0.00% | 43 | -1,859 | -97.7% | -$17.98万 | 减仓 |
| KKR | KKR & CO INC | $4,163 | 0.00% | 45 | 13 | 40.6% | $1,203 | 加仓 |
| BIIB | BIOGEN INC | $4,217 | 0.00% | 23 | 13 | 130.0% | $2,384 | 加仓 |
| AXON | AXON ENTERPRISE INC | $4,247 | 0.00% | 10 | 10 | — | $4,247 | 新建仓 |
| HUT | HUT 8 CORP | $4,269 | 0.00% | 91 | 91 | — | $4,269 | 新建仓 |
| TEM | TEMPUS AI INC | $4,296 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $4,348 | 0.00% | 47 | -4,179 | -98.9% | -$38.66万 | 减仓 |
| VMI | VALMONT INDS INC | $4,395 | 0.00% | 11 | -1,142 | -99.0% | -$45.63万 | 减仓 |
| ACM | AECOM | $4,495 | 0.00% | 53 | -6 | -10.2% | -$509 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $4,549 | 0.00% | 28 | -1,239 | -97.8% | -$20.13万 | 减仓 |
| NVS | NOVARTIS AG | $4,583 | 0.00% | 30 | -260 | -89.7% | -$3.97万 | 减仓 |
| LII | LENNOX INTL INC | $4,641 | 0.00% | 10 | 4 | 66.7% | $1,856 | 加仓 |
| VTR | VENTAS INC | $4,661 | 0.00% | 57 | 57 | — | $4,661 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $4,714 | 0.00% | 67 | 67 | — | $4,714 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $4,739 | 0.00% | 102 | 102 | — | $4,739 | 新建仓 |
| BAP | CREDICORP LTD | $4,748 | 0.00% | 14 | -255 | -94.8% | -$8.65万 | 减仓 |
| REG | REGENCY CTRS CORP | $4,842 | 0.00% | 64 | 64 | — | $4,842 | 新建仓 |
| RMD | RESMED INC | $4,939 | 0.00% | 22 | 22 | — | $4,939 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4,998 | 0.00% | 45 | -1,166 | -96.3% | -$12.95万 | 减仓 |
| MTRN | MATERION CORP | $5,063 | 0.00% | 35 | -2,285 | -98.5% | -$33.05万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $5,087 | 0.00% | 80 | -4,809 | -98.4% | -$30.58万 | 减仓 |
| VTRS | VIATRIS INC | $5,093 | 0.00% | 377 | 377 | — | $5,093 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $5,192 | 0.00% | 39 | -1,688 | -97.7% | -$22.47万 | 减仓 |
| IBN | ICICI BANK LIMITED | $5,206 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $5,246 | 0.00% | 25 | -1,360 | -98.2% | -$28.54万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,268 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $5,417 | 0.00% | 25 | -1,304 | -98.1% | -$28.26万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $5,421 | 0.00% | 82 | -3,292 | -97.6% | -$21.76万 | 减仓 |
| GMED | GLOBUS MED INC | $5,514 | 0.00% | 64 | -3,991 | -98.4% | -$34.38万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $5,782 | 0.00% | 82 | 82 | — | $5,782 | 新建仓 |
| HSY | HERSHEY CO | $5,821 | 0.00% | 28 | -946 | -97.1% | -$19.67万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $5,882 | 0.00% | 95 | 95 | — | $5,882 | 新建仓 |
| HLN | HALEON PLC | $5,976 | 0.00% | 597 | -10,462 | -94.6% | -$10.47万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $6,130 | 0.00% | 170 | -6,496 | -97.4% | -$23.42万 | 减仓 |
| TWLO | TWILIO INC | $6,165 | 0.00% | 49 | -588 | -92.3% | -$7.40万 | 减仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $6,204 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $6,231 | 0.00% | 301 | -4,193 | -93.3% | -$8.68万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $6,242 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $6,247 | 0.00% | 31 | -2,585 | -98.8% | -$52.09万 | 减仓 |
| SHOP | SHOPIFY INC | $6,286 | 0.00% | 53 | -3,605 | -98.6% | -$42.76万 | 减仓 |
| MTDR | MATADOR RES CO | $6,508 | 0.00% | 103 | -4,940 | -98.0% | -$31.21万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $6,623 | 0.00% | 119 | -5,950 | -98.0% | -$33.12万 | 减仓 |
| STE | STERIS PLC | $6,634 | 0.00% | 30 | 4 | 15.4% | $885 | 加仓 |
| VRSN | VERISIGN INC | $6,706 | 0.00% | 27 | 27 | — | $6,706 | 新建仓 |
| ROKU | ROKU INC | $6,718 | 0.00% | 71 | 71 | — | $6,718 | 新建仓 |
| MSTR | STRATEGY INC | $6,739 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $6,810 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $7,182 | 0.00% | 42 | -1,864 | -97.8% | -$31.87万 | 减仓 |
| NU | NU HLDGS LTD | $7,185 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $7,315 | 0.00% | 392 | 392 | — | $7,315 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $7,410 | 0.00% | 221 | 21 | 10.5% | $704 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $7,552 | 0.00% | 204 | 204 | — | $7,552 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $7,562 | 0.00% | 25 | -276 | -91.7% | -$8.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $7,675 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $7,753 | 0.00% | 127 | 127 | — | $7,753 | 新建仓 |
| NI | NISOURCE INC | $8,026 | 0.00% | 172 | 172 | — | $8,026 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $8,068 | 0.00% | 25 | -1,991 | -98.8% | -$64.25万 | 减仓 |
| USMV | ISHARES TR | $8,068 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $8,110 | 0.00% | 326 | -4,020 | -92.5% | -$10.00万 | 减仓 |
| RBC | RBC BEARINGS INC | $8,147 | 0.00% | 15 | -1,236 | -98.8% | -$67.13万 | 减仓 |
| FDX | FEDEX CORP | $8,192 | 0.00% | 23 | -470 | -95.3% | -$16.74万 | 减仓 |
| CSL | CARLISLE COS INC | $8,341 | 0.00% | 25 | -439 | -94.6% | -$14.65万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $8,492 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $8,529 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $8,747 | 0.00% | 8 | 8 | — | $8,747 | 新建仓 |
| ES | EVERSOURCE ENERGY | $8,799 | 0.00% | 127 | 2 | 1.6% | $139 | 加仓 |
| NVO | NOVO-NORDISK A S | $8,857 | 0.00% | 241 | -7,251 | -96.8% | -$26.65万 | 减仓 |
| RIO | RIO TINTO PLC | $8,862 | 0.00% | 95 | -1,239 | -92.9% | -$11.56万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $8,876 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $9,057 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $9,086 | 0.00% | 43 | 43 | — | $9,086 | 新建仓 |
| COKE | COCA COLA CONS INC | $9,204 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $9,388 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $9,476 | 0.00% | 65 | -7 | -9.7% | -$1,020 | 减仓 |
| NPO | ENPRO INC | $9,524 | 0.00% | 38 | -2,151 | -98.3% | -$53.91万 | 减仓 |
| — | HOLOGIC INC | $9,676 | 0.00% | 128 | 14 | 12.3% | $1,058 | 加仓 |
| EQIX | EQUINIX INC | $9,802 | 0.00% | 10 | 1 | 11.1% | $980 | 加仓 |