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 |
|---|---|---|---|---|---|---|---|---|
| WWD | WOODWARD INC | $10.74万 | 0.01% | 300 | 278 | 1,263.6% | $9.95万 | 加仓 |
| ALC | ALCON AG | $11.02万 | 0.01% | 1,463 | -734 | -33.4% | -$5.53万 | 减仓 |
| TLTW | ISHARES TR | $11.31万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $11.50万 | 0.01% | 439 | -29 | -6.2% | -$7,596 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $11.70万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $12.17万 | 0.01% | 1,940 | -50 | -2.5% | -$3,138 | 减仓 |
| SPGI | S&P GLOBAL INC | $12.46万 | 0.01% | 293 | 14 | 5.0% | $5,955 | 加仓 |
| CSX | CSX CORP | $12.51万 | 0.01% | 3,047 | -52 | -1.7% | -$2,135 | 减仓 |
| SLYG | SPDR SERIES TRUST | $12.67万 | 0.01% | 1,311 | 20 | 1.5% | $1,932 | 加仓 |
| VBR | VANGUARD INDEX FDS | $12.77万 | 0.01% | 588 | 197 | 50.4% | $4.28万 | 加仓 |
| RGLD | ROYAL GOLD INC | $13.62万 | 0.01% | 535 | -73 | -12.0% | -$1.86万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $14.32万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $14.40万 | 0.01% | 2,215 | 3 | 0.1% | $195 | 加仓 |
| QUAL | ISHARES TR | $14.50万 | 0.01% | 756 | -145 | -16.1% | -$2.78万 | 减仓 |
| YUM | YUM BRANDS INC | $14.65万 | 0.01% | 942 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $14.83万 | 0.01% | 1,799 | -48 | -2.6% | -$3,957 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $14.97万 | 0.01% | 2,557 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $14.98万 | 0.01% | 343 | -420 | -55.0% | -$18.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $15.00万 | 0.01% | 437 | -120 | -21.5% | -$4.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $15.08万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $15.28万 | 0.01% | 896 | 4 | 0.4% | $682 | 加仓 |
| DAL | DELTA AIR LINES INC | $15.30万 | 0.01% | 2,302 | -2,446 | -51.5% | -$16.26万 | 减仓 |
| SMH | VANECK ETF TRUST | $15.34万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $15.52万 | 0.01% | 955 | 347 | 57.1% | $5.64万 | 加仓 |
| ADI | ANALOG DEVICES INC | $15.59万 | 0.01% | 490 | 1 | 0.2% | $318 | 加仓 |
| STT | STATE STR CORP | $15.91万 | 0.01% | 1,257 | -1,796 | -58.8% | -$22.73万 | 减仓 |
| PI | IMPINJ INC | $16.07万 | 0.01% | 1,565 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $16.27万 | 0.01% | 5,764 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $16.80万 | 0.01% | 1,980 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $16.88万 | 0.01% | 2,387 | -2,994 | -55.6% | -$21.17万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $17.23万 | 0.01% | 1,327 | 27 | 2.1% | $3,506 | 加仓 |
| ORC | ORCHID IS CAP INC | $17.57万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $17.77万 | 0.01% | 6,327 | -1,684 | -21.0% | -$4.73万 | 减仓 |
| AGG | ISHARES TR | $17.92万 | 0.01% | 1,805 | 1,805 | — | $17.92万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $18.01万 | 0.01% | 1,862 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $18.18万 | 0.02% | 2,963 | -17 | -0.6% | -$1,043 | 减仓 |
| ATO | ATMOS ENERGY CORP | $18.69万 | 0.02% | 1,012 | -25 | -2.4% | -$4,618 | 减仓 |
| NOW | SERVICENOW INC | $18.98万 | 0.02% | 1,815 | -1,030 | -36.2% | -$10.77万 | 减仓 |
| COR | CENCORA INC | $19.07万 | 0.02% | 607 | -647 | -51.6% | -$20.32万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $19.15万 | 0.02% | 689 | 14 | 2.1% | $3,890 | 加仓 |
| IXUS | ISHARES TR | $19.28万 | 0.02% | 2,225 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $19.46万 | 0.02% | 2,283 | -1,304 | -36.4% | -$11.11万 | 减仓 |
| IBDW | ISHARES TR | $19.89万 | 0.02% | 9,503 | 5,150 | 118.3% | $10.78万 | 加仓 |
| LIN | LINDE PLC | $20.28万 | 0.02% | 409 | -21 | -4.9% | -$1.04万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $20.41万 | 0.02% | 9,438 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $21.23万 | 0.02% | 9,877 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $21.35万 | 0.02% | 1,955 | -257 | -11.6% | -$2.81万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $22.13万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $22.56万 | 0.02% | 820 | 24 | 3.0% | $6,604 | 加仓 |
| PCAR | PACCAR INC | $22.85万 | 0.02% | 1,978 | -51 | -2.5% | -$5,890 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $23.14万 | 0.02% | 2,369 | 2,295 | 3,101.4% | $22.42万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $23.29万 | 0.02% | 980 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $23.50万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $23.78万 | 0.02% | 1,098 | -111 | -9.2% | -$2.40万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $24.28万 | 0.02% | 3,376 | -3,049 | -47.5% | -$21.93万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $24.32万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $24.50万 | 0.02% | 838 | -6 | -0.7% | -$1,754 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $24.59万 | 0.02% | 4,014 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.86万 | 0.02% | 3,880 | 229 | 6.3% | $1.47万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $25.20万 | 0.02% | 888 | -12 | -1.3% | -$3,405 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.60万 | 0.02% | 2,334 | 1,020 | 77.6% | $11.19万 | 加仓 |
| ITOT | ISHARES TR | $26.53万 | 0.02% | 1,863 | 1,140 | 157.7% | $16.24万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $26.74万 | 0.02% | 3,232 | 2,563 | 383.1% | $21.21万 | 加仓 |
| GWW | WW GRAINGER INC | $27.05万 | 0.02% | 248 | 22 | 9.7% | $2.40万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $27.96万 | 0.02% | 3,492 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.97万 | 0.02% | 9,116 | -23 | -0.3% | -$706 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.51万 | 0.02% | 776 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $28.57万 | 0.02% | 3,082 | -23 | -0.7% | -$2,132 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $29.40万 | 0.02% | 3,750 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $29.47万 | 0.02% | 897 | -12 | -1.3% | -$3,943 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $29.49万 | 0.02% | 4,070 | 6 | 0.1% | $435 | 加仓 |
| ANET | ARISTA NETWORKS INC | $29.52万 | 0.02% | 2,404 | -363 | -13.1% | -$4.46万 | 减仓 |
| IBDV | ISHARES TR | $29.65万 | 0.02% | 13,543 | 6,900 | 103.9% | $15.10万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $29.78万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $29.84万 | 0.02% | 1,919 | 6 | 0.3% | $933 | 加仓 |
| HPQ | HP INC | $30.67万 | 0.03% | 15,965 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $31.26万 | 0.03% | 1,201 | 119 | 11.0% | $3.10万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.56万 | 0.03% | 1,130 | 11 | 1.0% | $3,072 | 加仓 |
| SHEL | SHELL PLC | $32.52万 | 0.03% | 3,497 | -1,724 | -33.0% | -$16.03万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $33.00万 | 0.03% | 3,520 | 810 | 29.9% | $7.59万 | 加仓 |
| SLB | SLB LIMITED | $33.25万 | 0.03% | 6,470 | -1,917 | -22.9% | -$9.85万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $33.26万 | 0.03% | 457 | -536 | -54.0% | -$39.01万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $33.92万 | 0.03% | 1,729 | -1,109 | -39.1% | -$21.76万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $34.49万 | 0.03% | 2,193 | -203 | -8.5% | -$3.19万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $35.00万 | 0.03% | 1,765 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $35.17万 | 0.03% | 1,928 | -531 | -21.6% | -$9.69万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $35.22万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $35.36万 | 0.03% | 4,586 | -1,175 | -20.4% | -$9.06万 | 减仓 |
| MCK | MCKESSON CORP | $35.83万 | 0.03% | 414 | -312 | -43.0% | -$27.00万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $35.91万 | 0.03% | 14,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $36.59万 | 0.03% | 1,239 | -644 | -34.2% | -$19.02万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $37.31万 | 0.03% | 27,639 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $37.66万 | 0.03% | 6,858 | -360 | -5.0% | -$1.98万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $38.24万 | 0.03% | 16,060 | 10 | 0.1% | $238 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $38.50万 | 0.03% | 637 | -472 | -42.6% | -$28.53万 | 减仓 |
| APH | AMPHENOL CORP | $38.80万 | 0.03% | 3,071 | -2,499 | -44.9% | -$31.57万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $39.80万 | 0.03% | 1,178 | -274 | -18.9% | -$9.26万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.49万 | 0.03% | 1,173 | 4 | 0.3% | $1,381 | 加仓 |
| ETR | ENTERGY CORP NEW | $40.51万 | 0.03% | 3,605 | -40 | -1.1% | -$4,494 | 减仓 |
| AMP | AMERIPRISE FINL INC | $40.57万 | 0.03% | 913 | -3,358 | -78.6% | -$149.23万 | 减仓 |