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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $4,084 | 0.00% | 165 | 165 | — | $4,084 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $3,989 | 0.00% | 43 | -3,993 | -98.9% | -$37.04万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3,974 | 0.00% | 138 | 138 | — | $3,974 | 新建仓 |
| TXT | TEXTRON INC | $3,940 | 0.00% | 45 | 45 | — | $3,940 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,888 | 0.00% | 26 | -1,030 | -97.5% | -$15.40万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,863 | 0.00% | 33 | 33 | — | $3,863 | 新建仓 |
| MP | MP MATERIALS CORP | $3,861 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3,795 | 0.00% | 46 | 46 | — | $3,795 | 新建仓 |
| EXP | EAGLE MATLS INC | $3,789 | 0.00% | 20 | -1,180 | -98.3% | -$22.36万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $3,717 | 0.00% | 199 | -2,359 | -92.2% | -$4.41万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $3,694 | 0.00% | 16 | 16 | — | $3,694 | 新建仓 |
| RS | RELIANCE INC | $3,647 | 0.00% | 12 | 12 | — | $3,647 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,643 | 0.00% | 45 | 45 | — | $3,643 | 新建仓 |
| RUM | RUMBLE INC | $3,570 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $3,523 | 0.00% | 54 | -5,288 | -99.0% | -$34.50万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $3,484 | 0.00% | 115 | -9,034 | -98.7% | -$27.37万 | 减仓 |
| AMLP | ALPS ETF TR | $3,422 | 0.00% | 65 | 65 | — | $3,422 | 新建仓 |
| LFUS | LITTELFUSE INC | $3,393 | 0.00% | 10 | -1,129 | -99.1% | -$38.31万 | 减仓 |
| AYI | ACUITY INC | $3,363 | 0.00% | 12 | 12 | — | $3,363 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,353 | 0.00% | 17 | 17 | — | $3,353 | 新建仓 |
| AN | AUTONATION INC | $3,319 | 0.00% | 17 | 17 | — | $3,319 | 新建仓 |
| TEX | TEREX CORP NEW | $3,309 | 0.00% | 56 | 56 | — | $3,309 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $3,306 | 0.00% | 74 | -5,665 | -98.7% | -$25.31万 | 减仓 |
| AGYS | AGILYSYS INC | $3,272 | 0.00% | 46 | -3,333 | -98.6% | -$23.71万 | 减仓 |
| CART | MAPLEBEAR INC | $3,222 | 0.00% | 86 | 86 | — | $3,222 | 新建仓 |
| TECH | BIO-TECHNE CORP | $3,187 | 0.00% | 61 | -3,734 | -98.4% | -$19.51万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $3,184 | 0.00% | 12 | -1,113 | -98.9% | -$29.53万 | 减仓 |
| WELL | WELLTOWER INC | $3,164 | 0.00% | 16 | 16 | — | $3,164 | 新建仓 |
| EQT | EQT CORP | $3,118 | 0.00% | 49 | 49 | — | $3,118 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $3,037 | 0.00% | 47 | -3,076 | -98.5% | -$19.88万 | 减仓 |
| GEN | GEN DIGITAL INC | $2,994 | 0.00% | 159 | 159 | — | $2,994 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,989 | 0.00% | 18 | -2,426 | -99.3% | -$40.29万 | 减仓 |
| EVR | EVERCORE INC | $2,985 | 0.00% | 10 | 10 | — | $2,985 | 新建仓 |
| FTI | TECHNIPFMC PLC | $2,973 | 0.00% | 43 | 43 | — | $2,973 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,965 | 0.00% | 5 | 5 | — | $2,965 | 新建仓 |
| ZS | ZSCALER INC | $2,946 | 0.00% | 21 | 21 | — | $2,946 | 新建仓 |
| UNM | UNUM GROUP | $2,921 | 0.00% | 40 | 40 | — | $2,921 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $2,914 | 0.00% | 111 | 111 | — | $2,914 | 新建仓 |
| TTE | TOTALENERGIES SE | $2,911 | 0.00% | 32 | -68 | -68.0% | -$6,186 | 减仓 |
| SAN | BANCO SANTANDER SA | $2,888 | 0.00% | 256 | 256 | — | $2,888 | 新建仓 |
| QTWO | Q2 HLDGS INC | $2,885 | 0.00% | 61 | -2,704 | -97.8% | -$12.79万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2,882 | 0.00% | 75 | 75 | — | $2,882 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $2,871 | 0.00% | 74 | -4,085 | -98.2% | -$15.85万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,842 | 0.00% | 173 | 173 | — | $2,842 | 新建仓 |
| KBR | KBR INC | $2,801 | 0.00% | 76 | -3,553 | -97.9% | -$13.09万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $2,794 | 0.00% | 111 | -391 | -77.9% | -$9,842 | 减仓 |
| — | HANCOCK JOHN INCOME SECS TR | $2,735 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $2,698 | 0.00% | 39 | -2,688 | -98.6% | -$18.60万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $2,679 | 0.00% | 13 | -15 | -53.6% | -$3,091 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,670 | 0.00% | 80 | 80 | — | $2,670 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,655 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $2,648 | 0.00% | 37 | -3,487 | -99.0% | -$24.96万 | 减仓 |
| QGEN | QIAGEN NV | $2,603 | 0.00% | 65 | 65 | — | $2,603 | 新建仓 |
| IRTC | IRHYTHM HOLDINGS INC | $2,596 | 0.00% | 22 | -1,304 | -98.3% | -$15.39万 | 减仓 |
| H | HYATT HOTELS CORP | $2,589 | 0.00% | 18 | -2,103 | -99.2% | -$30.25万 | 减仓 |
| NTES | NETEASE COM INC | $2,574 | 0.00% | 23 | -389 | -94.4% | -$4.35万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $2,567 | 0.00% | 28 | -1,917 | -98.6% | -$17.57万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,522 | 0.00% | 2 | 2 | — | $2,522 | 新建仓 |
| VFC | V F CORP | $2,430 | 0.00% | 143 | 143 | — | $2,430 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $2,418 | 0.00% | 8 | -1 | -11.1% | -$302 | 减仓 |
| VCYT | VERACYTE INC | $2,416 | 0.00% | 75 | -6,434 | -98.8% | -$20.73万 | 减仓 |
| — | AIR LEASE CORP | $2,403 | 0.00% | 37 | 23 | 164.3% | $1,494 | 加仓 |
| USFD | US FOODS HLDG CORP | $2,398 | 0.00% | 26 | -2,870 | -99.1% | -$26.47万 | 减仓 |
| NDAQ | NASDAQ INC | $2,377 | 0.00% | 28 | 28 | — | $2,377 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $2,373 | 0.00% | 12 | 1 | 9.1% | $198 | 加仓 |
| TER | TERADYNE INC | $2,372 | 0.00% | 8 | 8 | — | $2,372 | 新建仓 |
| PKG | PACKAGING CORP AMER | $2,334 | 0.00% | 11 | 11 | — | $2,334 | 新建仓 |
| VEEV | VEEVA SYS INC | $2,284 | 0.00% | 13 | 13 | — | $2,284 | 新建仓 |
| DXCM | DEXCOM INC | $2,261 | 0.00% | 36 | 36 | — | $2,261 | 新建仓 |
| LEN | LENNAR CORP | $2,258 | 0.00% | 26 | 26 | — | $2,258 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $2,247 | 0.00% | 12 | 12 | — | $2,247 | 新建仓 |
| NTRS | NORTHERN TR CORP | $2,233 | 0.00% | 16 | 16 | — | $2,233 | 新建仓 |
| CACI | CACI INTL INC | $2,175 | 0.00% | 4 | -531 | -99.3% | -$28.87万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $2,158 | 0.00% | 21 | -289 | -93.2% | -$2.97万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $2,155 | 0.00% | 24 | -1,900 | -98.8% | -$17.06万 | 减仓 |
| P | EVERPURE INC | $2,125 | 0.00% | 36 | -82 | -69.5% | -$4,840 | 减仓 |
| — | ISHARES TR | $2,123 | 0.00% | 32 | -4 | -11.1% | -$265 | 减仓 |
| UL | UNILEVER PLC | $2,107 | 0.00% | 37 | -51 | -58.0% | -$2,904 | 减仓 |
| MDU | MDU RES GROUP INC | $2,072 | 0.00% | 100 | 100 | — | $2,072 | 新建仓 |
| TAP | MOLSON COORS BEVERAGE CO | $2,024 | 0.00% | 47 | 47 | — | $2,024 | 新建仓 |
| GMAB | GENMAB A/S | $2,012 | 0.00% | 75 | -1,755 | -95.9% | -$4.71万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $2,009 | 0.00% | 253 | 253 | — | $2,009 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $1,988 | 0.00% | 34 | 34 | — | $1,988 | 新建仓 |
| AZTA | AZENTA INC | $1,986 | 0.00% | 94 | -5,522 | -98.3% | -$11.67万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,976 | 0.00% | 15 | -1,224 | -98.8% | -$16.12万 | 减仓 |
| GFF | GRIFFON CORP | $1,962 | 0.00% | 27 | -2,113 | -98.7% | -$15.35万 | 减仓 |
| SCZ | ISHARES TR | $1,960 | 0.00% | 25 | -24 | -49.0% | -$1,882 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,928 | 0.00% | 44 | 44 | — | $1,928 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1,912 | 0.00% | 18 | 18 | — | $1,912 | 新建仓 |
| ITT | ITT INC | $1,905 | 0.00% | 10 | -2,067 | -99.5% | -$39.38万 | 减仓 |
| SNY | SANOFI SA | $1,879 | 0.00% | 39 | 39 | — | $1,879 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1,844 | 0.00% | 8 | 8 | — | $1,844 | 新建仓 |
| INGR | INGREDION INC | $1,803 | 0.00% | 16 | 16 | — | $1,803 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,783 | 0.00% | 22 | -1,312 | -98.4% | -$10.63万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1,783 | 0.00% | 6 | 6 | — | $1,783 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $1,773 | 0.00% | 14 | 14 | — | $1,773 | 新建仓 |
| ATR | APTARGROUP INC | $1,765 | 0.00% | 14 | -659 | -97.9% | -$8.31万 | 减仓 |
| TRGP | TARGA RES CORP | $1,755 | 0.00% | 7 | 7 | — | $1,755 | 新建仓 |
| ALLE | ALLEGION PLC | $1,743 | 0.00% | 12 | 12 | — | $1,743 | 新建仓 |
| HUBG | HUB GROUP INC | $1,730 | 0.00% | 48 | -3,532 | -98.7% | -$12.73万 | 减仓 |