13F 机构持仓

MidFirst Bank

DENVER CO · SEC CIK 0002077076

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.8%
NVDA 5.1%
AAPL 4.2%
GOOGL 3.9%
AMZN 3.0%
AMD 2.8%
MSFT 2.7%
QQQ 2.1%
SPY 2.1%
CAT 2.0%

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
AEM AGNICO EAGLE MINES LTD $00.00%0 -2,000-100.0% -$40.60万 清仓
— CLEARWAY ENERGY INC $00.00%0 -6,000-100.0% -$23.50万 清仓
AGG ISHARES TR $00.00%0 -1,805-100.0% -$17.92万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -500-100.0% -$11.70万 清仓
WWD WOODWARD INC $00.00%0 -300-100.0% -$10.74万 清仓
IUSB ISHARES TR $00.00%0 -2,126-100.0% -$9.82万 清仓
— COTERRA ENERGY INC $00.00%0 -2,615-100.0% -$9.19万 清仓
HXL HEXCEL CORP NEW $00.00%0 -1,100-100.0% -$8.90万 清仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 -500-100.0% -$4.69万 清仓
METC RAMACO RES INC $00.00%0 -3,000-100.0% -$4.64万 清仓
PFEB INNOVATOR ETFS TRUST $00.00%0 -1,133-100.0% -$4.54万 清仓
EMB ISHARES TR $00.00%0 -470-100.0% -$4.41万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -1,800-100.0% -$3.74万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -2,093-100.0% -$3.63万 清仓
SF STIFEL FINL CORP $00.00%0 -280-100.0% -$2.07万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -88-100.0% -$2.05万 清仓
REGL PROSHARES TR $00.00%0 -222-100.0% -$1.92万 清仓
CLX CLOROX CO DEL $00.00%0 -177-100.0% -$1.83万 清仓
CCL CARNIVAL CORP $00.00%0 -581-100.0% -$1.50万 清仓
FIGS FIGS INC $00.00%0 -900-100.0% -$1.33万 清仓
FPE FIRST TR EXCH TRADED FD III $00.00%0 -730-100.0% -$1.30万 清仓
— HOLOGIC INC $00.00%0 -128-100.0% -$9,676 清仓
BSCT INVESCO EXCH TRD SLF IDX FD $00.00%0 -392-100.0% -$7,315 清仓
ROKU ROKU INC $00.00%0 -71-100.0% -$6,718 清仓
HUT HUT 8 CORP $00.00%0 -91-100.0% -$4,269 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -165-100.0% -$4,084 清仓
ZS ZSCALER INC $00.00%0 -21-100.0% -$2,946 清仓
— AIR LEASE CORP $00.00%0 -37-100.0% -$2,403 清仓
SCZ ISHARES TR $00.00%0 -25-100.0% -$1,960 清仓
CLS CELESTICA INC $00.00%0 -6-100.0% -$1,690 清仓
LSTR LANDSTAR SYS INC $00.00%0 -7-100.0% -$1,122 清仓
POWI POWER INTEGRATIONS INC $00.00%0 -21-100.0% -$1,075 清仓
PTON PELOTON INTERACTIVE INC $00.00%0 -30-100.0% -$129 清仓
PCG PG&E CORP $170.00%1 00.0% — 不变
FG F&G ANNUITIES & LIFE INC $270.00%1 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $640.00%1 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $780.00%2 00.0% — 不变
EL LAUDER ESTEE COS INC $790.00%1 00.0% — 不变
MRP MILLROSE PPTYS INC $900.00%3 3— $90 新建仓
EXE EXPAND ENERGY CORPORATION $910.00%1 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $970.00%1 -252-99.6% -$2.44万 减仓
MKC MCCORMICK & CO INC $1010.00%2 00.0% — 不变
LLYVA LIBERTY LIVE HOLDINGS INC $1010.00%1 00.0% — 不变
GIS GENERAL MILLS INC $1040.00%3 00.0% — 不变
MOS MOSAIC CO $1060.00%5 00.0% — 不变
VICI VICI PPTYS INC $1060.00%4 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1070.00%1 00.0% — 不变
CPT CAMDEN PPTY TR $1140.00%1 00.0% — 不变
TSN TYSON FOODS INC $1150.00%2 00.0% — 不变
PPG PPG INDS INC $1210.00%1 00.0% — 不变
INVH INVITATION HOMES INC $1210.00%4 00.0% — 不变
MNSO MINISO GROUP HLDG LTD $1210.00%10 10— $121 新建仓
AOS SMITH A O CORP $1250.00%2 00.0% — 不变
BRO BROWN & BROWN INC $1280.00%2 00.0% — 不变
AMCR AMCOR PLC $1300.00%3 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $1310.00%1 00.0% — 不变
BF/B BROWN FORMAN CORP $1330.00%5 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1390.00%8 00.0% — 不变
TTD THE TRADE DESK INC $1450.00%8 -18-69.2% -$326 减仓
VOD VODAFONE GROUP PLC $1450.00%11 00.0% — 不变
BDX BECTON DICKINSON & CO $1520.00%1 00.0% — 不变
KVUE KENVUE INC $1530.00%8 -44-84.6% -$842 减仓
LNT ALLIANT ENERGY CORP $1530.00%2 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $1580.00%2 00.0% — 不变
KDP KEURIG DR PEPPER INC $1640.00%5 00.0% — 不变
HST HOST HOTELS & RESORTS INC $1660.00%7 00.0% — 不变
ICL ICL GROUP LTD $1690.00%34 00.0% — 不变
ALGN ALIGN TECHNOLOGY INC $1690.00%1 00.0% — 不变
HRL HORMEL FOODS CORP $1740.00%7 00.0% — 不变
HUBS HUBSPOT INC $1830.00%1 00.0% — 不变
FTV FORTIVE CORP $1830.00%3 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $1910.00%4 00.0% — 不变
BEN FRANKLIN RESOURCES INC $2000.00%6 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $2110.00%10 00.0% — 不变
BG BUNGE GLOBAL SA $2130.00%2 00.0% — 不变
— JUPITER NEUROSCIENCES INC $2140.00%1,000 00.0% — 不变
POOL POOL CORP $2150.00%1 00.0% — 不变
EIX EDISON INTL $2230.00%3 00.0% — 不变
RVTY REVVITY INC $2230.00%2 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $2270.00%1 00.0% — 不变
DG DOLLAR GEN CORP $2300.00%2 00.0% — 不变
FDS FACTSET RESH SYS INC $2300.00%1 00.0% — 不变
SW SMURFIT WESTROCK PLC $2310.00%5 00.0% — 不变
KHC KRAFT HEINZ CO $2360.00%10 00.0% — 不变
FSLR FIRST SOLAR INC $2360.00%1 00.0% — 不变
MTB M & T BK CORP $2380.00%1 -58-98.3% -$1.38万 减仓
MAGN MAGNERA CORP $2470.00%21 00.0% — 不变
AES AES CORP $2490.00%17 00.0% — 不变
BBWI BATH & BODY WORKS INC $2550.00%11 00.0% — 不变
SNN SMITH & NEPHEW PLC $2590.00%9 00.0% — 不变
ZBRA ZEBRA TECHNOLOGIES CORPORATI $2630.00%1 00.0% — 不变
ALB ALBEMARLE CORP $2700.00%2 00.0% — 不变
FUTU FUTU HLDGS LTD $2810.00%3 00.0% — 不变
EQNR EQUINOR ASA $2830.00%9 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $2840.00%2 00.0% — 不变
JHX JAMES HARDIE INDS PLC $2880.00%11 00.0% — 不变
ESS ESSEX PPTY TR INC $2920.00%1 00.0% — 不变
TPR TAPESTRY INC $2930.00%2 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $3060.00%4 00.0% — 不变
FR FIRST INDL RLTY TR INC $3060.00%5 00.0% — 不变