13F 机构持仓

MidFirst Bank

DENVER CO · SEC CIK 0002077076

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$14.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.9%
NVDA 5.1%
AAPL 4.4%
GOOGL 3.6%
MSFT 3.1%
AMZN 3.0%
SPY 2.2%
QQQ 2.1%
META 1.8%
JPM 1.6%

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
— EXACT SCIENCES CORP $00.00%0 -50,707-100.0% -$514.98万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
— RTX CORPORATION $00.00%0 -6,984-100.0% -$128.09万 清仓
INSM INSMED INC $00.00%0 -4,012-100.0% -$69.82万 清仓
SPYD SPDR SERIES TRUST $00.00%0 -14,000-100.0% -$60.55万 清仓
— TRAVELERS COMPANIES INC $00.00%0 -1,782-100.0% -$51.69万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -3,765-100.0% -$42.58万 清仓
CVNA CARVANA CO $00.00%0 -904-100.0% -$38.15万 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -13,889-100.0% -$36.36万 清仓
MOG/A MOOG INC $00.00%0 -1,416-100.0% -$34.49万 清仓
NDSN NORDSON CORP $00.00%0 -1,362-100.0% -$32.75万 清仓
RBLX ROBLOX CORP $00.00%0 -3,080-100.0% -$24.96万 清仓
UDR UDR INC $00.00%0 -6,441-100.0% -$23.63万 清仓
DQ DAQO NEW ENERGY CORP $00.00%0 -8,000-100.0% -$23.60万 清仓
CIEN CIENA CORP $00.00%0 -972-100.0% -$22.73万 清仓
ALNY ALNYLAM PHARMACEUTICALS INC $00.00%0 -541-100.0% -$21.51万 清仓
SXI STANDEX INTL CORP $00.00%0 -915-100.0% -$19.89万 清仓
O REALTY INCOME CORP $00.00%0 -2,859-100.0% -$16.12万 清仓
— QIAGEN NV $00.00%0 -3,423-100.0% -$15.39万 清仓
LH LABCORP HOLDINGS INC $00.00%0 -597-100.0% -$14.98万 清仓
ONTO ONTO INNOVATION INC $00.00%0 -844-100.0% -$13.32万 清仓
PAR PAR TECHNOLOGY CORP $00.00%0 -3,127-100.0% -$11.34万 清仓
BUFZ FIRST TR EXCHNG TRADED FD VI $00.00%0 -3,698-100.0% -$9.81万 清仓
WY WEYERHAEUSER CO MTN BE $00.00%0 -3,841-100.0% -$9.10万 清仓
RKLB ROCKET LAB CORP $00.00%0 -1,274-100.0% -$8.89万 清仓
LITE LUMENTUM HLDGS INC $00.00%0 -228-100.0% -$8.40万 清仓
JHMM JOHN HANCOCK EXCHANGE TRADED $00.00%0 -1,111-100.0% -$7.27万 清仓
IDEV ISHARES TR $00.00%0 -397-100.0% -$3.27万 清仓
EWJ ISHARES INC $00.00%0 -402-100.0% -$3.25万 清仓
IPAC ISHARES TR $00.00%0 -329-100.0% -$2.41万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -434-100.0% -$1.99万 清仓
— REV GROUP INC $00.00%0 -288-100.0% -$1.75万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -35-100.0% -$1.56万 清仓
FLOT ISHARES TR $00.00%0 -298-100.0% -$1.52万 清仓
MBB ISHARES TR $00.00%0 -147-100.0% -$1.40万 清仓
LNC LINCOLN NATL CORP IND $00.00%0 -235-100.0% -$1.05万 清仓
LQD ISHARES TR $00.00%0 -91-100.0% -$1.00万 清仓
IBB ISHARES TR $00.00%0 -59-100.0% -$9,957 清仓
EMLP FIRST TR EXCHANGE-TRADED FD $00.00%0 -247-100.0% -$9,354 清仓
LQDH ISHARES U S ETF TR $00.00%0 -97-100.0% -$9,055 清仓
HEI/A HEICO CORP NEW $00.00%0 -31-100.0% -$7,825 清仓
RMT ROYCE MICRO-CAP TR INC $00.00%0 -669-100.0% -$6,978 清仓
ENTG ENTEGRIS INC $00.00%0 -80-100.0% -$6,740 清仓
HYLS FIRST TR EXCHANGE-TRADED FD $00.00%0 -160-100.0% -$6,698 清仓
VFH VANGUARD WORLD FD $00.00%0 -48-100.0% -$6,408 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 -100-100.0% -$6,197 清仓
LAD LITHIA MTRS INC $00.00%0 -17-100.0% -$5,650 清仓
IT GARTNER INC $00.00%0 -20-100.0% -$5,046 清仓
NTR NUTRIEN LTD $00.00%0 -77-100.0% -$4,752 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -330-100.0% -$4,666 清仓
ALLY ALLY FINL INC $00.00%0 -100-100.0% -$4,529 清仓
— MASIMO CORP $00.00%0 -30-100.0% -$3,902 清仓
WPC WP CAREY INC $00.00%0 -58-100.0% -$3,733 清仓
DIOD DIODES INC $00.00%0 -75-100.0% -$3,701 清仓
VRP INVESCO EXCH TRADED FD TR II $00.00%0 -136-100.0% -$3,309 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -8-100.0% -$3,113 清仓
PII POLARIS INC $00.00%0 -45-100.0% -$2,846 清仓
PPL PPL CORP $00.00%0 -78-100.0% -$2,732 清仓
KD KYNDRYL HLDGS INC $00.00%0 -100-100.0% -$2,656 清仓
BRKR BRUKER CORP $00.00%0 -52-100.0% -$2,450 清仓
— WISDOMTREE TR $00.00%0 -33-100.0% -$2,371 清仓
WDFC WD 40 CO $00.00%0 -11-100.0% -$2,166 清仓
— CIVITAS RESOURCES INC $00.00%0 -79-100.0% -$2,140 清仓
DAR DARLING INGREDIENTS INC $00.00%0 -55-100.0% -$1,980 清仓
MINT PIMCO ETF TR $00.00%0 -19-100.0% -$1,906 清仓
TOTL SSGA ACTIVE ETF TR $00.00%0 -47-100.0% -$1,892 清仓
PRAX PRAXIS PRECISION MEDICINES I $00.00%0 -5-100.0% -$1,474 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -29-100.0% -$1,384 清仓
OZK BANK OZK LITTLE ROCK ARK $00.00%0 -29-100.0% -$1,335 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 —— — 申报中断
IEUR ISHARES TR $00.00%0 —— — 申报中断
ZBH ZIMMER BIOMET HOLDINGS INC $00.00%0 -13-100.0% -$1,169 清仓
APTV APTIV PLC $00.00%0 -13-100.0% -$989 清仓
PNTG PENNANT GROUP INC $00.00%0 -35-100.0% -$985 清仓
MLKN MILLERKNOLL INC $00.00%0 -51-100.0% -$932 清仓
WWW WOLVERINE WORLD WIDE INC $00.00%0 -37-100.0% -$672 清仓
HURN HURON CONSULTING GROUP INC $00.00%0 -3-100.0% -$519 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -32-100.0% -$429 清仓
— SLEEP NUMBER CORP $00.00%0 -50-100.0% -$423 清仓
MNRO MONRO INC $00.00%0 -14-100.0% -$281 清仓
JACK JACK IN THE BOX INC $00.00%0 -12-100.0% -$227 清仓
JOBY JOBY AVIATION INC $00.00%0 -7-100.0% -$92 清仓
BWA BORGWARNER INC $00.00%0 —— — 申报中断
EMBC EMBECTA CORP $00.00%0 -3-100.0% -$36 清仓
— NET LEASE OFFICE PROPERTIES $00.00%0 -1-100.0% -$26 清仓
AMRZ AMRIZE LTD $00.00%0 -3,449-100.0% — 清仓
MTSI MACOM TECH SOLUTIONS HLDGS I $00.00%0 -1,450-100.0% — 清仓
J JACOBS SOLUTIONS INC $00.00%0 -1,606-100.0% — 清仓
GLOB GLOBANT S A $00.00%0 -725-100.0% — 清仓
COHR COHERENT CORP $00.00%0 -1,158-100.0% — 清仓
— AMCOR PLC $00.00%0 -3,552-100.0% — 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -2,144-100.0% — 清仓
ACIW ACI WORLDWIDE INC $00.00%0 -4,023-100.0% — 清仓
CPRI CAPRI HOLDINGS LIMITED $00.00%0 -3,136-100.0% — 清仓
PCG PG&E CORP $180.00%1 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $250.00%1 1— $25 新建仓
ELS EQUITY LIFESTYLE PROPERTIES $620.00%1 1— $62 新建仓
EL LAUDER ESTEE COS INC $720.00%1 -1,363-99.9% -$9.81万 减仓
CSGP COSTAR GROUP INC $810.00%2 2— $81 新建仓
SMCI SUPER MICRO COMPUTER INC $910.00%4 4— $91 新建仓