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 |
|---|---|---|---|---|---|---|---|---|
| DHS | WISDOMTREE TR | $22.23万 | 0.02% | 1,955 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $22.42万 | 0.02% | 1,565 | 0 | 0.0% | — | 不变 |
| ETG | EATON VANCE TX ADV GLBL DIV | $23.54万 | 0.02% | 10,000 | -1,000 | -9.1% | -$2.35万 | 减仓 |
| PCAR | PACCAR INC | $23.76万 | 0.02% | 1,978 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $23.84万 | 0.02% | 9,438 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $24.48万 | 0.02% | 3,082 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $25.21万 | 0.02% | 1,098 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $25.59万 | 0.02% | 2,371 | 2 | 0.1% | $216 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.12万 | 0.02% | 696 | 7 | 1.0% | $2,627 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $26.26万 | 0.02% | 827 | 7 | 0.9% | $2,223 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $26.27万 | 0.02% | 2,967 | 1,168 | 64.9% | $10.34万 | 加仓 |
| KAI | KADANT INC | $26.33万 | 0.02% | 838 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $26.71万 | 0.02% | 3,232 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.84万 | 0.02% | 2,180 | -13 | -0.6% | -$1,600 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.88万 | 0.02% | 7,944 | 7,944 | — | $26.88万 | 新建仓 |
| SHEL | SHELL PLC | $27.12万 | 0.02% | 3,497 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY | $27.14万 | 0.02% | 27,639 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $27.24万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $27.36万 | 0.02% | 5,764 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $28.29万 | 0.02% | 1,139 | 9 | 0.8% | $2,235 | 加仓 |
| SYK | STRYKER CORPORATION | $28.37万 | 0.02% | 901 | 4 | 0.4% | $1,259 | 加仓 |
| CME | CME GROUP INC | $28.44万 | 0.02% | 1,288 | 49 | 4.0% | $1.08万 | 加仓 |
| SMH | VANECK ETF TRUST | $28.47万 | 0.02% | 434 | 34 | 8.5% | $2.23万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.91万 | 0.02% | 9,116 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $29.02万 | 0.02% | 384 | -30 | -7.2% | -$2.27万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $29.22万 | 0.02% | 3,750 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $29.63万 | 0.02% | 1,477 | -451 | -23.4% | -$9.05万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $29.69万 | 0.02% | 980 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $29.83万 | 0.02% | 2,334 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.91万 | 0.02% | 587 | -50 | -7.8% | -$2.55万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $30.13万 | 0.02% | 1,114 | -87 | -7.2% | -$2.35万 | 减仓 |
| ITOT | ISHARES TR | $30.60万 | 0.02% | 1,863 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $31.16万 | 0.02% | 6,703 | 233 | 3.6% | $1.08万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.72万 | 0.02% | 3,506 | 14 | 0.4% | $1,266 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $32.88万 | 0.02% | 158 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $33.74万 | 0.02% | 248 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $34.09万 | 0.02% | 1,173 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $34.11万 | 0.02% | 3,880 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $35.03万 | 0.02% | 15,965 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $35.36万 | 0.03% | 1,045 | -371 | -26.2% | -$12.55万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $35.58万 | 0.03% | 9,750 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $35.65万 | 0.03% | 777 | -136 | -14.9% | -$6.24万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $36.32万 | 0.03% | 457 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $37.42万 | 0.03% | 3,520 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $37.68万 | 0.03% | 1,729 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $38.43万 | 0.03% | 6,858 | 0 | 0.0% | — | 不变 |
| OUNZ | VANECK MERK GOLD ETF | $38.59万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.34万 | 0.03% | 4,093 | 23 | 0.6% | $2,211 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $40.03万 | 0.03% | 1,765 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $41.33万 | 0.03% | 2,433 | 29 | 1.2% | $4,927 | 加仓 |
| ETR | ENTERGY CORP NEW | $41.41万 | 0.03% | 3,605 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $41.76万 | 0.03% | 20,037 | 10,534 | 110.8% | $21.95万 | 加仓 |
| COP | CONOCOPHILLIPS | $41.97万 | 0.03% | 4,037 | -78 | -1.9% | -$8,109 | 减仓 |
| ACHR | ARCHER AVIATION INC | $42.81万 | 0.03% | 90,500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $43.27万 | 0.03% | 3,111 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $45.44万 | 0.03% | 1,631 | 29 | 1.8% | $8,080 | 加仓 |
| VXUS | VANGUARD STAR FDS | $45.68万 | 0.03% | 5,343 | 757 | 16.5% | $6.47万 | 加仓 |
| IBDU | ISHARES TR | $45.92万 | 0.03% | 19,827 | -691 | -3.4% | -$1.60万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $47.01万 | 0.03% | 14,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $48.13万 | 0.03% | 3,868 | -129 | -3.2% | -$1.61万 | 减仓 |
| ROST | ROSS STORES INC | $48.15万 | 0.03% | 2,262 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $48.51万 | 0.03% | 3,995 | -850 | -17.5% | -$10.32万 | 减仓 |
| NET | CLOUDFLARE INC | $49.06万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $49.71万 | 0.04% | 976 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $49.86万 | 0.04% | 18,224 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $50.79万 | 0.04% | 23,298 | 9,755 | 72.0% | $21.27万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.91万 | 0.04% | 13,850 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $52.10万 | 0.04% | 14,099 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $52.48万 | 0.04% | 3,006 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $52.91万 | 0.04% | 2,444 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $56.28万 | 0.04% | 3,150 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $56.63万 | 0.04% | 1,153 | 45 | 4.1% | $2.21万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $56.90万 | 0.04% | 1,966 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $58.61万 | 0.04% | 8,226 | 4,346 | 112.0% | $30.97万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $58.99万 | 0.04% | 1,787 | 5 | 0.3% | $1,651 | 加仓 |
| LOW | LOWES COS INC | $59.77万 | 0.04% | 2,711 | -20 | -0.7% | -$4,410 | 减仓 |
| NFLX | NETFLIX INC. | $61.26万 | 0.04% | 8,580 | 11 | 0.1% | $785 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $63.33万 | 0.04% | 5,039 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $64.16万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $65.42万 | 0.05% | 12,500 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $68.82万 | 0.05% | 78,650 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $69.17万 | 0.05% | 20,344 | -355 | -1.7% | -$1.21万 | 减仓 |
| XHB | SPDR SERIES TRUST | $69.30万 | 0.05% | 5,997 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $70.02万 | 0.05% | 2,055 | 126 | 6.5% | $4.29万 | 加仓 |
| AAON | AAON INC | $70.99万 | 0.05% | 5,596 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $72.73万 | 0.05% | 16,122 | 62 | 0.4% | $2,797 | 加仓 |
| TMUS | T-MOBILE US INC | $72.85万 | 0.05% | 4,343 | 8 | 0.2% | $1,342 | 加仓 |
| SPIB | SPDR SERIES TRUST | $74.63万 | 0.05% | 22,305 | 203 | 0.9% | $6,792 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $75.35万 | 0.05% | 46,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $76.75万 | 0.05% | 2,074 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $77.91万 | 0.06% | 459 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $78.60万 | 0.06% | 669 | -181 | -21.3% | -$21.26万 | 减仓 |
| UNP | UNION PAC CORP | $78.96万 | 0.06% | 2,903 | 55 | 1.9% | $1.50万 | 加仓 |
| MSCI | MSCI INC | $79.58万 | 0.06% | 1,421 | 19 | 1.4% | $1.06万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $79.91万 | 0.06% | 2,226 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $80.82万 | 0.06% | 5,515 | -144 | -2.5% | -$2.11万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $81.03万 | 0.06% | 6,414 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $82.35万 | 0.06% | 6,071 | -12,147 | -66.7% | -$164.76万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $84.44万 | 0.06% | 3,852 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $85.81万 | 0.06% | 10,386 | -1,224 | -10.5% | -$10.11万 | 减仓 |