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 |
|---|---|---|---|---|---|---|---|---|
| MORN | MORNINGSTAR INC | $289.57万 | 0.21% | 18,560 | -242 | -1.3% | -$3.78万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $286.86万 | 0.20% | 26,291 | -118 | -0.4% | -$1.29万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $284.50万 | 0.20% | 32,414 | 567 | 1.8% | $4.98万 | 加仓 |
| IJT | ISHARES TR | $278.51万 | 0.20% | 15,594 | -164 | -1.0% | -$2.93万 | 减仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $274.55万 | 0.19% | 57,534 | -4,499 | -7.3% | -$21.47万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $267.63万 | 0.19% | 32,124 | 7 | 0.0% | $583 | 加仓 |
| VOO | VANGUARD INDEX FDS | $267.10万 | 0.19% | 3,889 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $263.80万 | 0.19% | 42,275 | 953 | 2.3% | $5.95万 | 加仓 |
| IJR | ISHARES TR | $259.26万 | 0.18% | 17,481 | 2,175 | 14.2% | $32.26万 | 加仓 |
| ALL | ALLSTATE CORP | $253.00万 | 0.18% | 10,633 | -51 | -0.5% | -$1.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $251.49万 | 0.18% | 17,150 | -168 | -1.0% | -$2.46万 | 减仓 |
| SRE | SEMPRA | $251.21万 | 0.18% | 27,096 | -31 | -0.1% | -$2,874 | 减仓 |
| ADBE | ADOBE INC | $242.56万 | 0.17% | 11,831 | -18 | -0.2% | -$3,690 | 减仓 |
| IWM | ISHARES TR | $241.41万 | 0.17% | 8,035 | -81 | -1.0% | -$2.43万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $239.91万 | 0.17% | 30,593 | -29 | -0.1% | -$2,274 | 减仓 |
| SPYV | SPDR SERIES TRUST | $237.60万 | 0.17% | 39,085 | 2,226 | 6.0% | $13.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $237.46万 | 0.17% | 5,713 | -5,651 | -49.7% | -$234.88万 | 减仓 |
| VMC | VULCAN MATLS CO | $231.12万 | 0.16% | 7,834 | 279 | 3.7% | $8.23万 | 加仓 |
| IDXX | IDEXX LABS INC | $230.63万 | 0.16% | 4,381 | 3 | 0.1% | $1,579 | 加仓 |
| MDYV | SPDR SERIES TRUST | $225.35万 | 0.16% | 23,759 | -90 | -0.4% | -$8,536 | 减仓 |
| IVE | ISHARES TR | $222.61万 | 0.16% | 9,804 | -252 | -2.5% | -$5.72万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $222.44万 | 0.16% | 7,587 | -92 | -1.2% | -$2.70万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $220.07万 | 0.16% | 24,239 | -7,585 | -23.8% | -$68.86万 | 减仓 |
| NKE | NIKE INC | $210.43万 | 0.15% | 51,261 | 362 | 0.7% | $1.49万 | 加仓 |
| TJX | TJX COS INC NEW | $207.34万 | 0.15% | 13,686 | -111 | -0.8% | -$1.68万 | 减仓 |
| EFA | ISHARES TR | $206.04万 | 0.15% | 19,834 | -99 | -0.5% | -$1.03万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $205.88万 | 0.15% | 30,500 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $204.59万 | 0.15% | 16,163 | 330 | 2.1% | $4.18万 | 加仓 |
| SNY | SANOFI SA | $192.89万 | 0.14% | 45,215 | 45,176 | 115,835.9% | $192.72万 | 加仓 |
| IWB | ISHARES TR | $184.44万 | 0.13% | 4,504 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $183.00万 | 0.13% | 4,351 | 101 | 2.4% | $4.25万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $180.87万 | 0.13% | 30,302 | 2,486 | 8.9% | $14.84万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $178.76万 | 0.13% | 3,422 | 103 | 3.1% | $5.38万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $178.37万 | 0.13% | 4,813 | 147 | 3.2% | $5.45万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $175.74万 | 0.12% | 14,854 | 21 | 0.1% | $2,485 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $175.41万 | 0.12% | 2,494 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $175.28万 | 0.12% | 1,792 | 41 | 2.3% | $4.01万 | 加仓 |
| IBDR | ISHARES TR | $166.38万 | 0.12% | 68,669 | -2,481 | -3.5% | -$6.01万 | 减仓 |
| CTVA | CORTEVA INC | $162.50万 | 0.12% | 19,188 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $155.76万 | 0.11% | 19,910 | 144 | 0.7% | $1.13万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $151.10万 | 0.11% | 3,502 | 68 | 2.0% | $2.93万 | 加仓 |
| CMI | CUMMINS INC | $150.77万 | 0.11% | 2,114 | -30 | -1.4% | -$2.14万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $148.73万 | 0.11% | 9,107 | 0 | 0.0% | — | 不变 |
| — | CREXENDO INC | $147.42万 | 0.10% | 197,346 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $147.29万 | 0.10% | 59,996 | -510 | -0.8% | -$1.25万 | 减仓 |
| MRK | MERCK & CO INC | $146.98万 | 0.10% | 11,438 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $145.69万 | 0.10% | 13,206 | 175 | 1.3% | $1.93万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $145.44万 | 0.10% | 2,901 | -8 | -0.3% | -$4,011 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $145.41万 | 0.10% | 7,525 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $142.63万 | 0.10% | 18,506 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $139.55万 | 0.10% | 1,209 | 31 | 2.6% | $3.58万 | 加仓 |
| BX | BLACKSTONE INC | $137.79万 | 0.10% | 11,710 | 329 | 2.9% | $3.87万 | 加仓 |
| DE | DEERE & CO | $136.82万 | 0.10% | 2,157 | 21 | 1.0% | $1.33万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $136.48万 | 0.10% | 38,750 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $134.66万 | 0.10% | 8,521 | -124 | -1.4% | -$1.96万 | 减仓 |
| ONON | ON HLDG AG | $134.28万 | 0.10% | 37,910 | -126 | -0.3% | -$4,463 | 减仓 |
| IBDS | ISHARES TR | $132.37万 | 0.09% | 54,655 | -860 | -1.5% | -$2.08万 | 减仓 |
| AMAT | APPLIED MATLS INC | $132.31万 | 0.09% | 1,830 | 58 | 3.3% | $4.19万 | 加仓 |
| ZTS | ZOETIS INC | $131.35万 | 0.09% | 18,279 | 113 | 0.6% | $8,120 | 加仓 |
| GNRC | GENERAC HLDGS INC | $124.44万 | 0.09% | 4,250 | -350 | -7.6% | -$10.25万 | 减仓 |
| OGE | OGE ENERGY CORP | $124.11万 | 0.09% | 25,506 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $120.04万 | 0.09% | 3,212 | 12 | 0.4% | $4,485 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $119.69万 | 0.08% | 15,980 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $108.03万 | 0.08% | 543 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $105.57万 | 0.07% | 13,103 | 387 | 3.0% | $3.12万 | 加仓 |
| SDY | SPDR SERIES TRUST | $105.07万 | 0.07% | 6,904 | -74 | -1.1% | -$1.13万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $103.61万 | 0.07% | 25,075 | -371 | -1.5% | -$1.53万 | 减仓 |
| PEP | PEPSICO INC | $98.76万 | 0.07% | 7,294 | -952 | -11.5% | -$12.89万 | 减仓 |
| IBDT | ISHARES TR | $97.15万 | 0.07% | 38,477 | -62 | -0.2% | -$1,565 | 减仓 |
| MO | ALTRIA GROUP INC | $90.79万 | 0.06% | 12,619 | 700 | 5.9% | $5.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $89.00万 | 0.06% | 10,769 | 33 | 0.3% | $2,727 | 加仓 |
| ABT | ABBOTT LABORATORIES | $88.55万 | 0.06% | 9,759 | -152 | -1.5% | -$1.38万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $87.92万 | 0.06% | 2,117 | -39 | -1.8% | -$1.62万 | 减仓 |
| GLD | SPDR GOLD TR | $87.34万 | 0.06% | 2,371 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $87.20万 | 0.06% | 4,636 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $86.80万 | 0.06% | 4,575 | 36 | 0.8% | $6,830 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $85.81万 | 0.06% | 10,386 | -1,224 | -10.5% | -$10.11万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $84.44万 | 0.06% | 3,852 | 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 |
| GILD | GILEAD SCIENCES INC | $81.03万 | 0.06% | 6,414 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $80.82万 | 0.06% | 5,515 | -144 | -2.5% | -$2.11万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $79.91万 | 0.06% | 2,226 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $79.58万 | 0.06% | 1,421 | 19 | 1.4% | $1.06万 | 加仓 |
| UNP | UNION PAC CORP | $78.96万 | 0.06% | 2,903 | 55 | 1.9% | $1.50万 | 加仓 |
| GEV | GE VERNOVA INC | $78.60万 | 0.06% | 669 | -181 | -21.3% | -$21.26万 | 减仓 |
| MELI | MERCADOLIBRE INC | $77.91万 | 0.06% | 459 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $76.75万 | 0.05% | 2,074 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $75.35万 | 0.05% | 46,000 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $74.63万 | 0.05% | 22,305 | 203 | 0.9% | $6,792 | 加仓 |
| TMUS | T-MOBILE US INC | $72.85万 | 0.05% | 4,343 | 8 | 0.2% | $1,342 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $72.73万 | 0.05% | 16,122 | 62 | 0.4% | $2,797 | 加仓 |
| AAON | AAON INC | $70.99万 | 0.05% | 5,596 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $70.02万 | 0.05% | 2,055 | 126 | 6.5% | $4.29万 | 加仓 |
| XHB | SPDR SERIES TRUST | $69.30万 | 0.05% | 5,997 | 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 |
| OWL | BLUE OWL CAPITAL INC | $68.82万 | 0.05% | 78,650 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $65.42万 | 0.05% | 12,500 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $64.16万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $63.33万 | 0.04% | 5,039 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $61.26万 | 0.04% | 8,580 | 11 | 0.1% | $785 | 加仓 |