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 |
|---|---|---|---|---|---|---|---|---|
| AEM | AGNICO EAGLE MINES LTD | $40.60万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $41.27万 | 0.03% | 2,000 | -2,062 | -50.8% | -$42.55万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $41.66万 | 0.03% | 1,966 | 16 | 0.8% | $3,390 | 加仓 |
| ECL | ECOLAB INC | $42.62万 | 0.04% | 1,602 | -41 | -2.5% | -$1.09万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $43.72万 | 0.04% | 1,614 | 21 | 1.3% | $5,688 | 加仓 |
| GL | GLOBE LIFE INC | $43.84万 | 0.04% | 3,150 | -629 | -16.6% | -$8.75万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $45.05万 | 0.04% | 10,000 | 5,000 | 100.0% | $22.52万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $46.17万 | 0.04% | 1,108 | -328 | -22.8% | -$13.67万 | 减仓 |
| AAON | AAON INC | $46.31万 | 0.04% | 5,596 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $46.66万 | 0.04% | 3,111 | -2,176 | -41.2% | -$32.64万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $46.79万 | 0.04% | 90,500 | 25,500 | 39.2% | $13.18万 | 加仓 |
| IBDU | ISHARES TR | $47.72万 | 0.04% | 20,518 | 4,650 | 29.3% | $10.82万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $48.53万 | 0.04% | 4,845 | 2,330 | 92.6% | $23.34万 | 加仓 |
| BA | BOEING CO | $48.64万 | 0.04% | 2,444 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $49.00万 | 0.04% | 2,262 | 9 | 0.4% | $1,950 | 加仓 |
| MSA | MSA SAFETY INC | $49.28万 | 0.04% | 3,006 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $50.11万 | 0.04% | 1,416 | 201 | 16.5% | $7.11万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $51.98万 | 0.04% | 1,782 | 1,782 | — | $51.98万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $52.41万 | 0.04% | 13,850 | -150 | -1.1% | -$5,676 | 减仓 |
| COP | CONOCOPHILLIPS | $54.32万 | 0.04% | 4,115 | -2,413 | -37.0% | -$31.85万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $55.79万 | 0.05% | 2,226 | 1 | 0.0% | $251 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $56.36万 | 0.05% | 3,434 | 434 | 14.5% | $7.12万 | 加仓 |
| XHB | SPDR SERIES TRUST | $59.20万 | 0.05% | 5,997 | -45 | -0.7% | -$4,442 | 减仓 |
| AMAT | APPLIED MATLS INC | $60.57万 | 0.05% | 1,772 | -1,492 | -45.7% | -$51.00万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $61.24万 | 0.05% | 5,039 | 4 | 0.1% | $486 | 加仓 |
| CB | CHUBB LTD SWITZ | $62.87万 | 0.05% | 1,929 | -412 | -17.6% | -$13.43万 | 减仓 |
| LOW | LOWES COS INC | $64.53万 | 0.05% | 2,731 | -125 | -4.4% | -$2.95万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $64.91万 | 0.05% | 12,500 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $66.26万 | 0.05% | 20,699 | -1,267 | -5.8% | -$4.06万 | 减仓 |
| BP | BP PLC | $66.27万 | 0.05% | 14,099 | -149 | -1.0% | -$7,003 | 减仓 |
| VTI | VANGUARD INDEX FDS | $66.54万 | 0.06% | 2,074 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $66.59万 | 0.06% | 976 | 1 | 0.1% | $682 | 加仓 |
| UNP | UNION PAC CORP | $69.10万 | 0.06% | 2,848 | -868 | -23.4% | -$21.06万 | 减仓 |
| ASML | ASML HLDG NV | $71.72万 | 0.06% | 543 | -87 | -13.8% | -$11.49万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $71.81万 | 0.06% | 78,650 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $71.91万 | 0.06% | 4,636 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $74.13万 | 0.06% | 22,102 | 130 | 0.6% | $4,360 | 加仓 |
| GEV | GE VERNOVA INC | $74.20万 | 0.06% | 850 | -957 | -53.0% | -$83.54万 | 减仓 |
| MSCI | MSCI INC | $75.57万 | 0.06% | 1,402 | 2 | 0.1% | $1,078 | 加仓 |
| DOW | DOW HLDGS INC | $75.90万 | 0.06% | 18,224 | 6 | 0.0% | $250 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $78.50万 | 0.06% | 3,852 | 127 | 3.4% | $2.59万 | 加仓 |
| MO | ALTRIA GROUP INC | $78.65万 | 0.07% | 11,919 | -160 | -1.3% | -$1.06万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $78.89万 | 0.07% | 1,935 | 28 | 1.5% | $1.14万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $79.21万 | 0.07% | 46,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $79.26万 | 0.07% | 3,997 | -788 | -16.5% | -$15.63万 | 减仓 |
| MELI | MERCADOLIBRE INC | $79.36万 | 0.07% | 459 | -143 | -23.8% | -$24.72万 | 减仓 |
| SLV | ISHARES SILVER TR | $81.77万 | 0.07% | 12,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $82.39万 | 0.07% | 8,569 | -3,583 | -29.5% | -$34.45万 | 减仓 |
| ORCL | ORACLE CORP | $83.25万 | 0.07% | 5,659 | -3,104 | -35.4% | -$45.66万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $83.44万 | 0.07% | 18,218 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $85.47万 | 0.07% | 10,736 | 72 | 0.7% | $5,732 | 加仓 |
| RTX | RTX CORPORATION | $87.56万 | 0.07% | 4,539 | 4,539 | — | $87.56万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $89.39万 | 0.07% | 6,414 | -2,553 | -28.5% | -$35.58万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $89.85万 | 0.07% | 4,600 | 350 | 8.2% | $6.84万 | 加仓 |
| GE | GE AEROSPACE | $90.81万 | 0.08% | 3,200 | -2,148 | -40.2% | -$60.95万 | 减仓 |
| TMUS | T-MOBILE US INC | $91.05万 | 0.08% | 4,335 | 4 | 0.1% | $840 | 加仓 |
| VO | VANGUARD INDEX FDS | $91.29万 | 0.08% | 3,179 | 234 | 7.9% | $6.72万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $93.56万 | 0.08% | 2,156 | 44 | 2.1% | $1.91万 | 加仓 |
| IBDT | ISHARES TR | $97.62万 | 0.08% | 38,539 | 2,400 | 6.6% | $6.08万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $101.76万 | 0.08% | 9,911 | -2,036 | -17.0% | -$20.90万 | 减仓 |
| SDY | SPDR SERIES TRUST | $101.84万 | 0.08% | 6,978 | -2,357 | -25.2% | -$34.40万 | 减仓 |
| GLD | SPDR GOLD TR | $102.02万 | 0.08% | 2,371 | 81 | 3.5% | $3.49万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $105.08万 | 0.09% | 9,107 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $115.35万 | 0.10% | 2,144 | 25 | 1.2% | $1.35万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $116.88万 | 0.10% | 15,980 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $120.32万 | 0.10% | 2,136 | -374 | -14.9% | -$21.07万 | 减仓 |
| — | CREXENDO INC | $121.76万 | 0.10% | 197,346 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $122.33万 | 0.10% | 25,506 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $124.27万 | 0.10% | 7,525 | -1,748 | -18.9% | -$28.87万 | 减仓 |
| IWR | ISHARES TR | $126.70万 | 0.10% | 13,031 | 159 | 1.2% | $1.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $128.03万 | 0.11% | 8,645 | 574 | 7.1% | $8.50万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $128.04万 | 0.11% | 25,446 | 132 | 0.5% | $6,642 | 加仓 |
| PEP | PEPSICO INC | $128.05万 | 0.11% | 8,246 | -1,137 | -12.1% | -$17.66万 | 减仓 |
| ONON | ON HLDG AG | $129.40万 | 0.11% | 38,036 | 667 | 1.8% | $2.27万 | 加仓 |
| BX | BLACKSTONE INC | $130.86万 | 0.11% | 11,381 | 1,438 | 14.5% | $16.53万 | 加仓 |
| IBDS | ISHARES TR | $134.57万 | 0.11% | 55,515 | 1,700 | 3.2% | $4.12万 | 加仓 |
| MRK | MERCK & CO INC | $137.59万 | 0.11% | 11,438 | -200 | -1.7% | -$2.41万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $139.43万 | 0.12% | 9,107 | 7,174 | 371.1% | $109.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $142.99万 | 0.12% | 2,909 | -81 | -2.7% | -$3.98万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $145.08万 | 0.12% | 38,750 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $150.34万 | 0.12% | 27,816 | -671 | -2.4% | -$3.63万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $152.61万 | 0.13% | 4,666 | -24 | -0.5% | -$7,850 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $153.73万 | 0.13% | 3,319 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $153.82万 | 0.13% | 2,494 | -28 | -1.1% | -$1.73万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $156.76万 | 0.13% | 1,751 | 1 | 0.1% | $895 | 加仓 |
| TSLA | TESLA INC | $157.99万 | 0.13% | 4,250 | -3,974 | -48.3% | -$147.73万 | 减仓 |
| OGS | ONE GAS INC | $159.39万 | 0.13% | 18,506 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $160.59万 | 0.13% | 4,504 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $160.62万 | 0.13% | 19,188 | 55 | 0.3% | $4,604 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $165.27万 | 0.14% | 14,833 | 20 | 0.1% | $2,228 | 加仓 |
| MDT | MEDTRONIC PLC | $171.27万 | 0.14% | 19,766 | -2,813 | -12.5% | -$24.37万 | 减仓 |
| IBDR | ISHARES TR | $172.47万 | 0.14% | 71,150 | 620 | 0.9% | $1.50万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $173.71万 | 0.14% | 60,506 | 1,163 | 2.0% | $3.34万 | 加仓 |
| IJR | ISHARES TR | $190.27万 | 0.16% | 15,306 | -501 | -3.2% | -$6.23万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $191.57万 | 0.16% | 30,622 | 133 | 0.4% | $8,320 | 加仓 |
| EFA | ISHARES TR | $193.61万 | 0.16% | 19,933 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $198.16万 | 0.16% | 30,500 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $201.28万 | 0.17% | 8,116 | -4,595 | -36.1% | -$113.96万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $203.07万 | 0.17% | 23,849 | 9,594 | 67.3% | $81.69万 | 加仓 |
| VMC | VULCAN MATLS CO | $205.73万 | 0.17% | 7,555 | -78 | -1.0% | -$2.12万 | 减仓 |