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 |
|---|---|---|---|---|---|---|---|---|
| HUBG | HUB GROUP INC | $2,102 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $2,100 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,098 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $2,060 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $2,001 | 0.00% | 71 | 54 | 317.6% | $1,522 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,001 | 0.00% | 3 | 3 | — | $2,001 | 新建仓 |
| CXT | CRANE NXT CO | $1,995 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $1,977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,963 | 0.00% | 13 | 13 | — | $1,963 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $1,941 | 0.00% | 17 | -9,090 | -99.8% | -$103.79万 | 减仓 |
| L | LOEWS CORP | $1,925 | 0.00% | 17 | 17 | — | $1,925 | 新建仓 |
| DBX | DROPBOX INC | $1,923 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $1,906 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $1,901 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $1,890 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $1,888 | 0.00% | 51 | -1,458 | -96.6% | -$5.40万 | 减仓 |
| SSD | SIMPSON MFG INC | $1,884 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $1,882 | 0.00% | 20 | 18 | 900.0% | $1,694 | 加仓 |
| TRGP | TARGA RES CORP | $1,877 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $1,877 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $1,853 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1,831 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $1,811 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $1,811 | 0.00% | 20 | 20 | — | $1,811 | 新建仓 |
| BCS | BARCLAYS PLC | $1,773 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,773 | 0.00% | 15 | 15 | — | $1,773 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $1,755 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $1,753 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,745 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $1,719 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $1,686 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $1,632 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $1,628 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1,626 | 0.00% | 12 | 11 | 1,100.0% | $1,490 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,616 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $1,596 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1,562 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1,537 | 0.00% | 32 | 32 | — | $1,537 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $1,530 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1,527 | 0.00% | 8 | -40 | -83.3% | -$7,635 | 减仓 |
| BCPC | BALCHEM CORP | $1,520 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $1,515 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $1,515 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $1,504 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $1,480 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,456 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $1,410 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $1,408 | 0.00% | 48 | 44 | 1,100.0% | $1,291 | 加仓 |
| CHE | CHEMED CORP NEW | $1,397 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| AGM | FEDERAL AGRIC MTG CORP | $1,395 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $1,389 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $1,384 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $1,376 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $1,364 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $1,353 | 0.00% | 3 | 3 | — | $1,353 | 新建仓 |
| BC | BRUNSWICK CORP | $1,348 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $1,335 | 0.00% | 11 | 11 | — | $1,335 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $1,328 | 0.00% | 12 | 11 | 1,100.0% | $1,217 | 加仓 |
| UNF | UNIFIRST CORP MASS | $1,322 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $1,303 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $1,290 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $1,287 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $1,285 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $1,285 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,272 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $1,262 | 0.00% | 17 | 17 | — | $1,262 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,257 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $1,251 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1,250 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| IRMD | IRADIMED CORP | $1,242 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HLDGS CORP | $1,241 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | FILANA THERAPEUTICS INC | $1,190 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $1,187 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $1,178 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP | $1,173 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,165 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1,156 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,153 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $1,143 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $1,143 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $1,142 | 0.00% | 10 | -43 | -81.1% | -$4,911 | 减仓 |
| CNS | COHEN & STEERS INC | $1,142 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $1,123 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $1,123 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1,117 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $1,112 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $1,101 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ INC | $1,085 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1,073 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1,031 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1,030 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $1,020 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1,013 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $1,002 | 0.00% | 7 | 7 | — | $1,002 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,001 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $993 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $988 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $980 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $963 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $956 | 0.00% | 14 | 0 | 0.0% | — | 不变 |