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 |
|---|---|---|---|---|---|---|---|---|
| ARKB | ARK 21SHARES BITCOIN ETF | $1.75万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.79万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.81万 | 0.00% | 45 | -20 | -30.8% | -$8,048 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.85万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $1.91万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.92万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $1.93万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RRR | RED ROCK RESORTS INC | $1.95万 | 0.00% | 300 | 300 | — | $1.95万 | 新建仓 |
| NOBL | PROSHARES TR | $2.03万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $2.03万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $2.03万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2.10万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $2.13万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $2.15万 | 0.00% | 132 | 9 | 7.3% | $1,466 | 加仓 |
| TLT | ISHARES TR | $2.20万 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $2.21万 | 0.00% | 124 | 24 | 24.0% | $4,278 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $2.24万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $2.25万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.26万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $2.28万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $2.30万 | 0.00% | 73 | 6 | 9.0% | $1,888 | 加仓 |
| DASH | DOORDASH INC | $2.34万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.38万 | 0.00% | 102 | -75 | -42.4% | -$1.75万 | 减仓 |
| MPC | MARATHON PETE CORP | $2.40万 | 0.00% | 94 | -105 | -52.8% | -$2.68万 | 减仓 |
| — | TIDAL TRUST II | $2.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.50万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $2.54万 | 0.00% | 56 | 8 | 16.7% | $3,623 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.54万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.55万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.56万 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $2.56万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2.65万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $2.69万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $2.72万 | 0.00% | 347 | 300 | 638.3% | $2.35万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2.74万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $2.74万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $2.74万 | 0.00% | 365 | 348 | 2,047.1% | $2.62万 | 重新持有 |
| A | AGILENT TECHNOLOGIES INC | $2.80万 | 0.00% | 211 | -39 | -15.6% | -$5,180 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $2.81万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $2.82万 | 0.00% | 108 | -7 | -6.1% | -$1,827 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2.84万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $2.85万 | 0.00% | 73 | 3 | 4.3% | $1,170 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2.97万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $3.03万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $3.06万 | 0.00% | 27 | 3 | 12.5% | $3,399 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.06万 | 0.00% | 352 | 23 | 7.0% | $2,002 | 加仓 |
| EMR | EMERSON ELEC CO | $3.09万 | 0.00% | 216 | -100 | -31.6% | -$1.43万 | 减仓 |
| GRMN | GARMIN LTD | $3.14万 | 0.00% | 132 | 10 | 8.2% | $2,375 | 加仓 |
| CNC | CENTENE CORP DEL | $3.24万 | 0.00% | 504 | 500 | 12,500.0% | $3.21万 | 加仓 |
| APA | APA CORPORATION | $3.28万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $3.29万 | 0.00% | 396 | 82 | 26.1% | $6,812 | 加仓 |
| CMS | CMS ENERGY CORP | $3.35万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $3.38万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.40万 | 0.00% | 369 | -15 | -3.9% | -$1,381 | 减仓 |
| DOX | AMDOCS LTD | $3.40万 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $3.48万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $3.50万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $3.54万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $3.56万 | 0.00% | 332 | 182 | 121.3% | $1.95万 | 加仓 |
| PINS | PINTEREST INC | $3.64万 | 0.00% | 1,732 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $3.67万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $3.78万 | 0.00% | 858 | 458 | 114.5% | $2.02万 | 加仓 |
| EEM | ISHARES TR | $3.78万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $3.83万 | 0.00% | 265 | 22 | 9.1% | $3,181 | 加仓 |
| IAU | ISHARES GOLD TR | $3.89万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.89万 | 0.00% | 465 | 340 | 272.0% | $2.85万 | 加仓 |
| T | AT&T INC | $4.11万 | 0.00% | 1,985 | 122 | 6.5% | $2,525 | 加仓 |
| IR | INGERSOLL RAND INC | $4.13万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $4.14万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $4.15万 | 0.00% | 163 | -51 | -23.8% | -$1.30万 | 减仓 |
| KR | KROGER CO | $4.23万 | 0.00% | 761 | -100 | -11.6% | -$5,553 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $4.30万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $4.33万 | 0.00% | 3,118 | 7 | 0.2% | $97 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4.36万 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $4.37万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.38万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.42万 | 0.00% | 462 | 36 | 8.5% | $3,446 | 加仓 |
| DGRO | ISHARES TR | $4.50万 | 0.00% | 594 | 594 | — | $4.50万 | 新建仓 |
| PWR | QUANTA SVCS INC | $4.61万 | 0.00% | 64 | 5 | 8.5% | $3,600 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $4.66万 | 0.00% | 551 | 51 | 10.2% | $4,314 | 加仓 |
| IUSV | ISHARES TR | $4.71万 | 0.00% | 428 | -6 | -1.4% | -$661 | 减仓 |
| COWZ | PACER FDS TR | $4.76万 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4.77万 | 0.00% | 286 | -95 | -24.9% | -$1.58万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4.78万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $4.80万 | 0.00% | 495 | 13 | 2.7% | $1,262 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $4.81万 | 0.00% | 936 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $4.87万 | 0.00% | 373 | 15 | 4.2% | $1,959 | 加仓 |
| GDX | VANECK ETF TRUST | $4.87万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.92万 | 0.00% | 422 | 123 | 41.1% | $1.44万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $5.04万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $5.14万 | 0.00% | 958 | 534 | 125.9% | $2.86万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $5.16万 | 0.00% | 1,163 | 1,163 | — | $5.16万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $5.38万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $5.40万 | 0.00% | 1,063 | 423 | 66.1% | $2.15万 | 加仓 |
| CTAS | CINTAS CORP | $5.90万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $5.91万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $5.94万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $6.04万 | 0.00% | 1,418 | -31 | -2.1% | -$1,320 | 减仓 |
| PAYX | PAYCHEX INC | $6.11万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $6.11万 | 0.00% | 98 | 2 | 2.1% | $1,247 | 加仓 |