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 |
|---|---|---|---|---|---|---|---|---|
| ABNB | AIRBNB INC | $4.32万 | 0.00% | 342 | -853 | -71.4% | -$10.77万 | 减仓 |
| APA | APA CORPORATION | $4.27万 | 0.00% | 1,007 | 7 | 0.7% | $297 | 加仓 |
| — | TIDAL TRUST II | $4.26万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $4.14万 | 0.00% | 316 | -64 | -16.8% | -$8,385 | 减仓 |
| SO | SOUTHERN CO | $4.11万 | 0.00% | 426 | 34 | 8.7% | $3,282 | 加仓 |
| IR | INGERSOLL RAND INC | $4.04万 | 0.00% | 504 | 3 | 0.6% | $240 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.98万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $3.86万 | 0.00% | 500 | -57 | -10.2% | -$4,396 | 减仓 |
| AVAV | AEROVIRONMENT INC | $3.75万 | 0.00% | 205 | 40 | 24.2% | $7,322 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3.75万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $3.74万 | 0.00% | 1,800 | -2,710 | -60.1% | -$5.63万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $3.63万 | 0.00% | 2,093 | 2,093 | — | $3.63万 | 新建仓 |
| F | FORD MTR CO | $3.59万 | 0.00% | 3,111 | -19,989 | -86.5% | -$23.07万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $3.57万 | 0.00% | 394 | -179 | -31.2% | -$1.62万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.54万 | 0.00% | 384 | 39 | 11.3% | $3,600 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3.52万 | 0.00% | 936 | 4 | 0.4% | $150 | 加仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $3.49万 | 0.00% | 584 | 584 | — | $3.49万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $3.48万 | 0.00% | 102 | 100 | 5,000.0% | $3.42万 | 加仓 |
| CMS | CMS ENERGY CORP | $3.40万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $3.31万 | 0.00% | 70 | -490 | -87.5% | -$23.19万 | 减仓 |
| ISPY | PROSHARES TR | $3.30万 | 0.00% | 761 | -347 | -31.3% | -$1.50万 | 减仓 |
| PWR | QUANTA SVCS INC | $3.24万 | 0.00% | 59 | -545 | -90.2% | -$29.92万 | 减仓 |
| HUBB | HUBBELL INC | $3.24万 | 0.00% | 66 | -504 | -88.4% | -$24.73万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.23万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.23万 | 0.00% | 214 | -387 | -64.4% | -$5.84万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $3.23万 | 0.00% | 177 | 9 | 5.4% | $1,641 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $3.20万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $3.20万 | 0.00% | 146 | 97 | 198.0% | $2.12万 | 加仓 |
| PINS | PINTEREST INC | $3.18万 | 0.00% | 1,732 | 32 | 1.9% | $587 | 加仓 |
| EEM | ISHARES TR | $3.14万 | 0.00% | 553 | -14 | -2.5% | -$795 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $3.10万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $3.05万 | 0.00% | 396 | 1 | 0.3% | $77 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3.05万 | 0.00% | 428 | -1 | -0.2% | -$71 | 减仓 |
| AZO | AUTOZONE INC | $3.04万 | 0.00% | 9 | -32 | -78.0% | -$10.81万 | 减仓 |
| FIX | COMFORT SYS USA INC | $3.03万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $2.98万 | 0.00% | 405 | -368 | -47.6% | -$2.71万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2.98万 | 0.00% | 657 | 498 | 313.2% | $2.26万 | 加仓 |
| ING | ING GROEP N.V. | $2.89万 | 0.00% | 1,110 | 225 | 25.4% | $5,861 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $2.88万 | 0.00% | 243 | 51 | 26.6% | $6,050 | 加仓 |
| EVRG | EVERGY INC | $2.87万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $2.85万 | 0.00% | 250 | 10 | 4.2% | $1,140 | 加仓 |
| GRMN | GARMIN LTD | $2.83万 | 0.00% | 122 | 2 | 1.7% | $464 | 加仓 |
| UBS | UBS GROUP AG | $2.79万 | 0.00% | 715 | 57 | 8.7% | $2,227 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $2.72万 | 0.00% | 638 | 638 | — | $2.72万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $2.69万 | 0.00% | 350 | 350 | — | $2.69万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.69万 | 0.00% | 443 | -7,570 | -94.5% | -$45.91万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.61万 | 0.00% | 193 | 18 | 10.3% | $2,434 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $2.57万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $2.57万 | 0.00% | 510 | -886 | -63.5% | -$4.46万 | 减仓 |
| — | ISHARES TR | $2.57万 | 0.00% | 1,000 | 1,000 | — | $2.57万 | 新建仓 |
| IBMQ | ISHARES TR | $2.55万 | 0.00% | 1,000 | 1,000 | — | $2.55万 | 新建仓 |
| IBMR | ISHARES TR | $2.54万 | 0.00% | 1,000 | 1,000 | — | $2.54万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2.49万 | 0.00% | 433 | 2 | 0.5% | $115 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2.49万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $2.36万 | 0.00% | 65 | -672 | -91.2% | -$24.41万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $2.36万 | 0.00% | 253 | 253 | — | $2.36万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $2.29万 | 0.00% | 925 | 925 | — | $2.29万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.27万 | 0.00% | 400 | 400 | — | $2.27万 | 新建仓 |
| XEL | XCEL ENERGY INC | $2.22万 | 0.00% | 279 | 27 | 10.7% | $2,145 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.21万 | 0.00% | 329 | 21 | 6.8% | $1,408 | 加仓 |
| TLT | ISHARES TR | $2.20万 | 0.00% | 254 | -5 | -1.9% | -$433 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $2.18万 | 0.00% | 703 | 703 | — | $2.18万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $2.12万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $2.09万 | 0.00% | 48 | 48 | — | $2.09万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $2.09万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $2.08万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2.07万 | 0.00% | 280 | -0 | -0.2% | -$37 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $2.05万 | 0.00% | 88 | 88 | — | $2.05万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $2.04万 | 0.00% | 452 | -27,003 | -98.4% | -$122.13万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2.04万 | 0.00% | 447 | 447 | — | $2.04万 | 新建仓 |
| IBMP | ISHARES TR | $2.04万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2.03万 | 0.00% | 76 | -12 | -13.6% | -$3,201 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $2.02万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.97万 | 0.00% | 265 | -1,103 | -80.6% | -$8.21万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1.97万 | 0.00% | 424 | -2,758 | -86.7% | -$12.80万 | 减仓 |
| DOV | DOVER CORP | $1.96万 | 0.00% | 94 | -1,256 | -93.0% | -$26.18万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1.92万 | 0.00% | 67 | 1 | 1.5% | $287 | 加仓 |
| NOBL | PROSHARES TR | $1.92万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $1.92万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1.91万 | 0.00% | 127 | -885 | -87.5% | -$13.29万 | 减仓 |
| CLX | CLOROX CO DEL | $1.83万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| — | T STAMP INC | $1.82万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $1.79万 | 0.00% | 200 | -540 | -73.0% | -$4.82万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.78万 | 0.00% | 62 | -59 | -48.8% | -$1.69万 | 减仓 |
| URI | UNITED RENTALS INC | $1.75万 | 0.00% | 24 | -238 | -90.8% | -$17.34万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $1.73万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1.69万 | 0.00% | 123 | -1,275 | -91.2% | -$17.50万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.68万 | 0.00% | 4 | -79 | -95.2% | -$33.26万 | 减仓 |
| EPS | WISDOMTREE TR | $1.68万 | 0.00% | 246 | -34 | -12.1% | -$2,316 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1.66万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.66万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $1.64万 | 0.00% | 230 | -1,729 | -88.3% | -$12.33万 | 减仓 |
| WRB | BERKLEY W R CORP | $1.64万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $1.57万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.53万 | 0.00% | 88 | 1 | 1.1% | $173 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $1.51万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $1.51万 | 0.00% | 13 | -43 | -76.8% | -$4.98万 | 减仓 |
| CCL | CARNIVAL CORP | $1.50万 | 0.00% | 581 | 181 | 45.2% | $4,684 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.44万 | 0.00% | 51 | 51 | — | $1.44万 | 新建仓 |