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 |
|---|---|---|---|---|---|---|---|---|
| EHC | ENCOMPASS HEALTH CORP | $4,346 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $4,310 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $4,287 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $4,278 | 0.00% | 126 | 118 | 1,475.0% | $4,006 | 加仓 |
| DVA | DAVITA INC | $4,227 | 0.00% | 19 | 11 | 137.5% | $2,447 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $4,169 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $4,128 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,089 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $4,072 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,058 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $4,054 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $3,958 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $3,932 | 0.00% | 18 | 13 | 260.0% | $2,840 | 加仓 |
| TER | TERADYNE INC | $3,871 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $3,824 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $3,817 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $3,807 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $3,787 | 0.00% | 74 | 20 | 37.0% | $1,024 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,720 | 0.00% | 11 | -14 | -56.0% | -$4,735 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $3,720 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,702 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $3,699 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,652 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3,632 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $3,576 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $3,570 | 0.00% | 53 | 17 | 47.2% | $1,145 | 加仓 |
| SAN | BANCO SANTANDER SA | $3,533 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $3,489 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $3,468 | 0.00% | 44 | 16 | 57.1% | $1,261 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,433 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $3,414 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3,390 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $3,386 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $3,370 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,336 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $3,328 | 0.00% | 8 | 7 | 700.0% | $2,912 | 加仓 |
| MMM | 3M CO | $3,238 | 0.00% | 20 | -50 | -71.4% | -$8,095 | 减仓 |
| AZN | ASTRAZENECA PLC | $3,223 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3,199 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $3,194 | 0.00% | 18 | 5 | 38.5% | $887 | 加仓 |
| AN | AUTONATION INC | $3,158 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $3,130 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $3,127 | 0.00% | 3 | -7 | -70.0% | -$7,296 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,976 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $2,947 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $2,934 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $2,926 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $2,865 | 0.00% | 21 | -500 | -96.0% | -$6.82万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $2,858 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $2,851 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $2,836 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $2,814 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN INCOME SECS TR | $2,756 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $2,722 | 0.00% | 41 | 40 | 4,000.0% | $2,656 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,709 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| TLK | TELEKOMUNIKASI IND | $2,673 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $2,658 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $2,633 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $2,624 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2,621 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $2,617 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $2,605 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $2,590 | 0.00% | 81 | -140 | -63.3% | -$4,477 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2,587 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $2,562 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $2,561 | 0.00% | 12 | 12 | — | $2,561 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $2,555 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $2,555 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV | $2,541 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,528 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $2,504 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $2,488 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $2,484 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $2,464 | 0.00% | 21 | 21 | — | $2,464 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $2,424 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $2,424 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2,419 | 0.00% | 20 | 17 | 566.7% | $2,056 | 加仓 |
| AZTA | AZENTA INC | $2,399 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $2,390 | 0.00% | 2 | 2 | — | $2,390 | 新建仓 |
| VFC | V F CORP | $2,385 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $2,365 | 0.00% | 16 | 16 | — | $2,365 | 新建仓 |
| LEN | LENNAR CORP | $2,353 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $2,325 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $2,324 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $2,296 | 0.00% | 37 | 37 | — | $2,296 | 新建仓 |
| LII | LENNOX INTL INC | $2,292 | 0.00% | 4 | -6 | -60.0% | -$3,438 | 减仓 |
| ABNB | AIRBNB INC | $2,290 | 0.00% | 16 | -326 | -95.3% | -$4.67万 | 减仓 |
| BMI | BADGER METER INC | $2,226 | 0.00% | 15 | -66 | -81.5% | -$9,794 | 减仓 |
| UL | UNILEVER PLC | $2,224 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $2,222 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2,215 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $2,193 | 0.00% | 15 | 8 | 114.3% | $1,170 | 加仓 |
| TFC | TRUIST FINL CORP | $2,192 | 0.00% | 44 | 35 | 388.9% | $1,744 | 加仓 |
| TM | TOYOTA MOTOR CORP | $2,189 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $2,184 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $2,151 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $2,151 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $2,121 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $2,118 | 0.00% | 4 | -9 | -69.2% | -$4,766 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $2,109 | 0.00% | 12 | 0 | 0.0% | — | 不变 |