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 |
|---|---|---|---|---|---|---|---|---|
| WSC | WILLSCOT HLDGS CORP | $746 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $737 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE CARNIVAL INC | $733 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $730 | 0.00% | 1 | 1 | — | $730 | 新建仓 |
| LOGI | LOGITECH INTL S A | $729 | 0.00% | 8 | 8 | — | $729 | 新建仓 |
| ADSK | AUTODESK INC | $718 | 0.00% | 3 | 3 | — | $718 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $716 | 0.00% | 4 | 4 | — | $716 | 新建仓 |
| UTZ | UTZ BRANDS INC | $713 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $708 | 0.00% | 6 | 6 | — | $708 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $692 | 0.00% | 7 | 7 | — | $692 | 新建仓 |
| CBT | CABOT CORP | $678 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $677 | 0.00% | 5 | 5 | — | $677 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $669 | 0.00% | 28 | 28 | — | $669 | 新建仓 |
| NEM | NEWMONT CORP | $650 | 0.00% | 6 | 6 | — | $650 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $634 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $618 | 0.00% | 14 | -89 | -86.4% | -$3,929 | 减仓 |
| AEG | AEGON LTD | $610 | 0.00% | 84 | 84 | — | $610 | 新建仓 |
| NTRA | NATERA INC | $600 | 0.00% | 3 | -2,281 | -99.9% | -$45.62万 | 减仓 |
| TTD | THE TRADE DESK INC | $590 | 0.00% | 26 | 3 | 13.0% | $68 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $581 | 0.00% | 2 | 2 | — | $581 | 新建仓 |
| CNXC | CONCENTRIX CORP | $575 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $575 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $564 | 0.00% | 17 | -359 | -95.5% | -$1.19万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $553 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $532 | 0.00% | 34 | -13,560 | -99.7% | -$21.22万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $522 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $515 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $505 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $497 | 0.00% | 6 | -2,229 | -99.7% | -$18.46万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $497 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $494 | 0.00% | 2 | 2 | — | $494 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $476 | 0.00% | 6 | -2,184 | -99.7% | -$17.33万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $468 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $444 | 0.00% | 24 | 24 | — | $444 | 新建仓 |
| HSIC | SCHEIN HENRY INC | $442 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $436 | 0.00% | 2 | 2 | — | $436 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $432 | 0.00% | 2 | 1 | 100.0% | $216 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $427 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $418 | 0.00% | 2 | -506 | -99.6% | -$10.58万 | 减仓 |
| TFC | TRUIST FINL CORP | $414 | 0.00% | 9 | 9 | — | $414 | 新建仓 |
| FUTU | FUTU HLDGS LTD | $410 | 0.00% | 3 | 3 | — | $410 | 新建仓 |
| KFRC | KFORCE INC | $409 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $384 | 0.00% | 105 | 105 | — | $384 | 新建仓 |
| EQNR | EQUINOR ASA | $380 | 0.00% | 9 | 9 | — | $380 | 新建仓 |
| — | JUPITER NEUROSCIENCES INC | $376 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $365 | 0.00% | 15 | 15 | — | $365 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $360 | 0.00% | 6 | 6 | — | $360 | 新建仓 |
| ALB | ALBEMARLE CORP | $359 | 0.00% | 2 | 2 | — | $359 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $356 | 0.00% | 13 | 13 | — | $356 | 新建仓 |
| RL | RALPH LAUREN CORP | $344 | 0.00% | 1 | 1 | — | $344 | 新建仓 |
| LW | LAMB WESTON HLDGS INC | $338 | 0.00% | 8 | 2 | 33.3% | $84 | 加仓 |
| DLTR | DOLLAR TREE INC | $329 | 0.00% | 3 | 3 | — | $329 | 新建仓 |
| PRGO | PERRIGO CO PLC | $322 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $312 | 0.00% | 8 | 8 | — | $312 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $304 | 0.00% | 1 | 1 | — | $304 | 新建仓 |
| WAT | WATERS CORP | $298 | 0.00% | 1 | 1 | — | $298 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $291 | 0.00% | 4 | 4 | — | $291 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $289 | 0.00% | 5 | -4,211 | -99.9% | -$24.34万 | 减仓 |
| FFIV | F5 INC | $289 | 0.00% | 1 | 1 | — | $289 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $286 | 0.00% | 9 | 9 | — | $286 | 新建仓 |
| TPR | TAPESTRY INC | $282 | 0.00% | 2 | 2 | — | $282 | 新建仓 |
| EBAY | EBAY INC. | $273 | 0.00% | 3 | 3 | — | $273 | 新建仓 |
| PSO | PEARSON PLC | $263 | 0.00% | 20 | 20 | — | $263 | 新建仓 |
| MRNA | MODERNA INC | $254 | 0.00% | 5 | 5 | — | $254 | 新建仓 |
| BG | BUNGE GLOBAL SA | $254 | 0.00% | 2 | 2 | — | $254 | 新建仓 |
| HUBS | HUBSPOT INC | $244 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $242 | 0.00% | 1 | 1 | — | $242 | 新建仓 |
| AES | AES CORP | $240 | 0.00% | 17 | 17 | — | $240 | 新建仓 |
| DG | DOLLAR GEN CORP | $237 | 0.00% | 2 | -1,697 | -99.9% | -$20.11万 | 减仓 |
| KHC | KRAFT HEINZ CO | $225 | 0.00% | 10 | -7,599 | -99.9% | -$17.10万 | 减仓 |
| EIX | EDISON INTL | $220 | 0.00% | 3 | 2 | 200.0% | $147 | 加仓 |
| FDS | FACTSET RESH SYS INC | $217 | 0.00% | 1 | 1 | — | $217 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $209 | 0.00% | 1 | 1 | — | $209 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $208 | 0.00% | 11 | -3,113 | -99.6% | -$5.89万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $206 | 0.00% | 11 | -2,513 | -99.6% | -$4.71万 | 减仓 |
| POOL | POOL CORP | $202 | 0.00% | 1 | 1 | — | $202 | 新建仓 |
| MAGN | MAGNERA CORP | $200 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $199 | 0.00% | 5 | 5 | — | $199 | 新建仓 |
| FSLR | FIRST SOLAR INC | $197 | 0.00% | 1 | -6 | -85.7% | -$1,182 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $193 | 0.00% | 2 | 2 | — | $193 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $187 | 0.00% | 10 | 10 | — | $187 | 新建仓 |
| OGN | ORGANON & CO | $180 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD | $176 | 0.00% | 34 | 34 | — | $176 | 新建仓 |
| RVTY | REVVITY INC | $175 | 0.00% | 2 | 2 | — | $175 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $173 | 0.00% | 1 | 1 | — | $173 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $171 | 0.00% | 1 | 1 | — | $171 | 新建仓 |
| FTV | FORTIVE CORP | $166 | 0.00% | 3 | 3 | — | $166 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $165 | 0.00% | 11 | 11 | — | $165 | 新建仓 |
| HRL | HORMEL FOODS CORP | $159 | 0.00% | 7 | 7 | — | $159 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $158 | 0.00% | 1 | -1,270 | -99.9% | -$20.07万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $148 | 0.00% | 4 | 4 | — | $148 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $145 | 0.00% | 2 | 2 | — | $145 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $144 | 0.00% | 2 | 2 | — | $144 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $143 | 0.00% | 1 | 1 | — | $143 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $142 | 0.00% | 6 | 6 | — | $142 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $142 | 0.00% | 2 | 2 | — | $142 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $134 | 0.00% | 7 | 7 | — | $134 | 新建仓 |
| AOS | SMITH A O CORP | $132 | 0.00% | 2 | 2 | — | $132 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $132 | 0.00% | 5 | 5 | — | $132 | 新建仓 |