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 |
|---|---|---|---|---|---|---|---|---|
| EXPD | EXPEDITORS INTL WASH INC | $16.30万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $16.29万 | 0.01% | 2,825 | 668 | 31.0% | $3.85万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $15.66万 | 0.01% | 442 | 5 | 1.1% | $1,771 | 加仓 |
| SLYG | SPDR SERIES TRUST | $15.62万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $15.33万 | 0.01% | 6,366 | 39 | 0.6% | $939 | 加仓 |
| YUM | YUM BRANDS INC | $15.06万 | 0.01% | 942 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $14.94万 | 0.01% | 681 | -75 | -9.9% | -$1.65万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $14.88万 | 0.01% | 2,557 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $14.67万 | 0.01% | 3,087 | 40 | 1.3% | $1,901 | 加仓 |
| CF | CF INDUSTRIES HOLD | $14.37万 | 0.01% | 1,327 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $14.29万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $13.36万 | 0.01% | 842 | 115 | 15.8% | $1.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $13.31万 | 0.01% | 439 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $13.28万 | 0.01% | 5,607 | -4,270 | -43.2% | -$10.11万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $13.17万 | 0.01% | 771 | 771 | — | $13.17万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $12.10万 | 0.01% | 297 | 4 | 1.4% | $1,629 | 加仓 |
| MAS | MASCO CORP | $11.92万 | 0.01% | 1,465 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $11.60万 | 0.01% | 1,020 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $11.53万 | 0.01% | 2,978 | 15 | 0.5% | $581 | 加仓 |
| USB | US BANCORP | $11.52万 | 0.01% | 1,908 | 0 | 0.0% | — | 不变 |
| EVSM | MORGAN STANLEY ETF TRUST | $11.48万 | 0.01% | 2,282 | 2,282 | — | $11.48万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $11.40万 | 0.01% | 780 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $11.30万 | 0.01% | 2,101 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $11.22万 | 0.01% | 1,127 | 0 | 0.0% | — | 不变 |
| TLTW | ISHARES TR | $11.17万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $10.93万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $10.83万 | 0.01% | 1,603 | 1,603 | — | $10.83万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $10.79万 | 0.01% | 2,926 | 2,223 | 316.2% | $8.20万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $10.76万 | 0.01% | 2,215 | 0 | 0.0% | — | 不变 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $10.71万 | 0.01% | 732 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $10.66万 | 0.01% | 239 | 3 | 1.3% | $1,338 | 加仓 |
| AON | AON PLC | $10.65万 | 0.01% | 321 | 3 | 0.9% | $995 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $10.55万 | 0.01% | 354 | 28 | 8.6% | $8,341 | 加仓 |
| IBMS | ISHARES TR | $10.50万 | 0.01% | 4,060 | 2,060 | 103.0% | $5.33万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $10.39万 | 0.01% | 1,394 | 17 | 1.2% | $1,267 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $10.08万 | 0.01% | 2,209 | 2,209 | — | $10.08万 | 新建仓 |
| NUE | NUCOR CORP | $10.05万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $9.84万 | 0.01% | 1,342 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $9.82万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $9.69万 | 0.01% | 631 | 16 | 2.6% | $2,458 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9.62万 | 0.01% | 1,055 | 32 | 3.1% | $2,918 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9.43万 | 0.01% | 443 | 90 | 25.5% | $1.91万 | 加仓 |
| SOXX | ISHARES TR | $9.42万 | 0.01% | 147 | 147 | — | $9.42万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $9.07万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $8.75万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $8.68万 | 0.01% | 435 | -100 | -18.7% | -$2.00万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8.42万 | 0.01% | 615 | -340 | -35.6% | -$4.66万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $8.34万 | 0.01% | 1,954 | 14 | 0.7% | $598 | 加仓 |
| GM | GENERAL MTRS CO | $8.28万 | 0.01% | 1,074 | 56 | 5.5% | $4,316 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $8.28万 | 0.01% | 2,661 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $8.13万 | 0.01% | 41 | 19 | 86.4% | $3.77万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $8.03万 | 0.01% | 2,510 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $8.00万 | 0.01% | 325 | -20 | -5.8% | -$4,924 | 减仓 |
| — | ISHARES TR | $7.92万 | 0.01% | 3,070 | 2,070 | 207.0% | $5.34万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $7.90万 | 0.01% | 557 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $7.87万 | 0.01% | 3,100 | 2,100 | 210.0% | $5.33万 | 加仓 |
| IBMO | ISHARES TR | $7.67万 | 0.01% | 2,990 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $7.65万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $7.64万 | 0.01% | 1,887 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $7.52万 | 0.01% | 1,645 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $7.46万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $7.43万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $7.38万 | 0.01% | 624 | -93 | -13.0% | -$1.10万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $7.37万 | 0.01% | 832 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $7.30万 | 0.01% | 218 | 14 | 6.9% | $4,690 | 加仓 |
| IWV | ISHARES TR | $7.08万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $7.03万 | 0.00% | 929 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $6.99万 | 0.00% | 2,715 | 564 | 26.2% | $1.45万 | 加仓 |
| CVS | CVS HEALTH CORP | $6.90万 | 0.00% | 667 | -33 | -4.7% | -$3,414 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6.85万 | 0.00% | 138 | 28 | 25.5% | $1.39万 | 加仓 |
| NVR | NVR INC | $6.81万 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $6.59万 | 0.00% | 562 | -57 | -9.2% | -$6,683 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $6.55万 | 0.00% | 584 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $6.51万 | 0.00% | 1,328 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $6.47万 | 0.00% | 1,184 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $6.46万 | 0.00% | 472 | -27 | -5.4% | -$3,694 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $6.11万 | 0.00% | 98 | 2 | 2.1% | $1,247 | 加仓 |
| PAYX | PAYCHEX INC | $6.11万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $6.04万 | 0.00% | 1,418 | -31 | -2.1% | -$1,320 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $5.94万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $5.91万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $5.90万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $5.40万 | 0.00% | 1,063 | 423 | 66.1% | $2.15万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $5.38万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $5.16万 | 0.00% | 1,163 | 1,163 | — | $5.16万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $5.14万 | 0.00% | 958 | 534 | 125.9% | $2.86万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $5.04万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.92万 | 0.00% | 422 | 123 | 41.1% | $1.44万 | 加仓 |
| GDX | VANECK ETF TRUST | $4.87万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $4.87万 | 0.00% | 373 | 15 | 4.2% | $1,959 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $4.81万 | 0.00% | 936 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $4.80万 | 0.00% | 495 | 13 | 2.7% | $1,262 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4.78万 | 0.00% | 793 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4.77万 | 0.00% | 286 | -95 | -24.9% | -$1.58万 | 减仓 |
| COWZ | PACER FDS TR | $4.76万 | 0.00% | 765 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $4.71万 | 0.00% | 428 | -6 | -1.4% | -$661 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $4.66万 | 0.00% | 551 | 51 | 10.2% | $4,314 | 加仓 |
| PWR | QUANTA SVCS INC | $4.61万 | 0.00% | 64 | 5 | 8.5% | $3,600 | 加仓 |
| DGRO | ISHARES TR | $4.50万 | 0.00% | 594 | 594 | — | $4.50万 | 新建仓 |
| SO | SOUTHERN CO | $4.42万 | 0.00% | 462 | 36 | 8.5% | $3,446 | 加仓 |