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 |
|---|---|---|---|---|---|---|---|---|
| NTRS | NORTHERN TR CORP | $5,215 | 0.00% | 30 | 14 | 87.5% | $2,434 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $5,288 | 0.00% | 78 | 78 | — | $5,288 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $5,431 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $5,454 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $5,503 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $5,570 | 0.00% | 597 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $5,599 | 0.00% | 61 | 16 | 35.6% | $1,469 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,606 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $5,750 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $5,755 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $5,835 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $5,928 | 0.00% | 54 | 52 | 2,600.0% | $5,708 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,966 | 0.00% | 118 | -392 | -76.9% | -$1.98万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $5,977 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $5,985 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,987 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $6,038 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $6,073 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $6,141 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $6,317 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $6,354 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $6,397 | 0.00% | 25 | 9 | 56.2% | $2,303 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $6,470 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $6,568 | 0.00% | 56 | -11,112 | -99.5% | -$130.33万 | 重新持有 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $6,577 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $6,620 | 0.00% | 146 | 146 | — | $6,620 | 新建仓 |
| MOD | MODINE MFG CO | $6,676 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $6,680 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $6,796 | 0.00% | 70 | 70 | — | $6,796 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $7,049 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $7,354 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $7,418 | 0.00% | 206 | 2 | 1.0% | $72 | 加仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $7,445 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $7,626 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $7,721 | 0.00% | 89 | 89 | — | $7,721 | 新建仓 |
| MTRN | MATERION CORP | $7,732 | 0.00% | 26 | -9 | -25.7% | -$2,676 | 减仓 |
| GPC | GENUINE PARTS CO | $8,023 | 0.00% | 68 | -44 | -39.3% | -$5,191 | 减仓 |
| VRSN | VERISIGN INC | $8,050 | 0.00% | 32 | 5 | 18.5% | $1,258 | 加仓 |
| GLW | CORNING INC | $8,173 | 0.00% | 32 | 32 | — | $8,173 | 新建仓 |
| NI | NISOURCE INC | $8,179 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $8,392 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $8,421 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $8,539 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $8,768 | 0.00% | 28 | 5 | 21.7% | $1,566 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $8,807 | 0.00% | 253 | 253 | — | $8,807 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $8,858 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $8,886 | 0.00% | 100 | 100 | — | $8,886 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $8,981 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $9,018 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $9,069 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $9,178 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $9,277 | 0.00% | 199 | 25 | 14.4% | $1,165 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $9,321 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $9,369 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $9,518 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $9,645 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $9,661 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.00万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $1.01万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.02万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.03万 | 0.00% | 53 | 50 | 1,666.7% | $9,721 | 加仓 |
| HSY | HERSHEY CO | $1.04万 | 0.00% | 59 | 31 | 110.7% | $5,439 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.04万 | 0.00% | 49 | -97 | -66.4% | -$2.07万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1.05万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $1.08万 | 0.00% | 150 | 150 | — | $1.08万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.10万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1.11万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1.12万 | 0.00% | 38 | 34 | 850.0% | $1.01万 | 加仓 |
| NVO | NOVO-NORDISK A S | $1.16万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1.17万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $1.20万 | 0.00% | 500 | 500 | — | $1.20万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.20万 | 0.00% | 48 | 48 | — | $1.20万 | 新建仓 |
| ABCB | AMERIS BANCORP | $1.21万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.22万 | 0.00% | 282 | -170 | -37.6% | -$7,341 | 减仓 |
| SAP | SAP SE | $1.23万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $1.28万 | 0.00% | 81 | 13 | 19.1% | $2,062 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $1.29万 | 0.00% | 175 | 175 | — | $1.29万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $1.33万 | 0.00% | 10 | -3 | -23.1% | -$3,996 | 减仓 |
| INTC | INTEL CORP | $1.35万 | 0.00% | 97 | 83 | 592.9% | $1.16万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.36万 | 0.00% | 64 | 57 | 814.3% | $1.21万 | 重新持有 |
| CBRE | CBRE GROUP INC | $1.36万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1.37万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.41万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.43万 | 0.00% | 75 | 19 | 33.9% | $3,619 | 加仓 |
| NPO | ENPRO INC | $1.43万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.44万 | 0.00% | 190 | -85 | -30.9% | -$6,460 | 减仓 |
| XEL | XCEL ENERGY INC | $1.45万 | 0.00% | 180 | -99 | -35.5% | -$7,950 | 减仓 |
| IBCA | ISHARES TR | $1.45万 | 0.00% | 565 | 565 | — | $1.45万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $1.50万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| — | T STAMP INC | $1.50万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $1.57万 | 0.00% | 30 | -36 | -54.5% | -$1.88万 | 减仓 |
| AZO | AUTOZONE INC | $1.60万 | 0.00% | 5 | -4 | -44.4% | -$1.28万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $1.63万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $1.65万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1.65万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $1.66万 | 0.00% | 581 | 581 | — | $1.66万 | 新建仓 |
| DOV | DOVER CORP | $1.70万 | 0.00% | 76 | -18 | -19.1% | -$4,037 | 减仓 |
| NTAP | NETAPP INC | $1.72万 | 0.00% | 111 | 14 | 14.4% | $2,167 | 加仓 |
| WRB | BERKLEY W R CORP | $1.74万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $1.75万 | 0.00% | 55 | -1,559 | -96.6% | -$49.62万 | 减仓 |