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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,108.95万 | 5.88% | 108,831 | 902 | 0.8% | $58.92万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,127.73万 | 5.07% | 351,361 | -35,416 | -9.2% | -$617.65万 | 减仓 |
| AAPL | APPLE INC | $5,266.89万 | 4.36% | 207,530 | -11,693 | -5.3% | -$296.76万 | 减仓 |
| GOOGL | ALPHABET INC | $4,349.52万 | 3.60% | 151,256 | -2,145 | -1.4% | -$61.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,712.98万 | 3.07% | 100,305 | -8,791 | -8.1% | -$325.42万 | 减仓 |
| AMZN | AMAZON COM INC | $3,648.10万 | 3.02% | 175,162 | -7,499 | -4.1% | -$156.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,619.57万 | 2.17% | 40,280 | 73 | 0.2% | $4.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,490.88万 | 2.06% | 43,156 | 2,375 | 5.8% | $137.08万 | 加仓 |
| META | META PLATFORMS INC | $2,211.77万 | 1.83% | 38,658 | 1,195 | 3.2% | $68.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,880.81万 | 1.56% | 63,938 | -1,784 | -2.7% | -$52.48万 | 减仓 |
| CAT | CATERPILLAR INC | $1,849.88万 | 1.53% | 26,111 | -1,080 | -4.0% | -$76.51万 | 减仓 |
| AVGO | BROADCOM INC | $1,743.92万 | 1.44% | 56,345 | -6,155 | -9.8% | -$190.50万 | 减仓 |
| IWF | ISHARES TR | $1,574.70万 | 1.30% | 36,930 | -702 | -1.9% | -$29.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,545.02万 | 1.28% | 63,206 | -2,213 | -3.4% | -$54.09万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,372.14万 | 1.14% | 67,450 | -2,415 | -3.5% | -$49.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,342.81万 | 1.11% | 62,848 | -31,689 | -33.5% | -$677.07万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $1,339.15万 | 1.11% | 494,153 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $1,334.75万 | 1.10% | 267,538 | 66,990 | 33.4% | $334.21万 | 加仓 |
| IQLT | ISHARES TR | $1,334.57万 | 1.10% | 288,680 | 109,359 | 61.0% | $505.57万 | 加仓 |
| ETN | EATON CORP PLC | $1,312.32万 | 1.09% | 36,691 | -447 | -1.2% | -$15.99万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,302.00万 | 1.08% | 15,390 | -1,385 | -8.3% | -$117.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,265.36万 | 1.05% | 37,442 | -3,019 | -7.5% | -$102.03万 | 减仓 |
| IEFA | ISHARES TR | $1,247.89万 | 1.03% | 137,843 | 6,472 | 4.9% | $58.59万 | 加仓 |
| OKE | ONEOK INC NEW | $1,144.98万 | 0.95% | 126,671 | -3,026 | -2.3% | -$27.35万 | 减仓 |
| — | HONEYWELL INTL INC | $1,130.82万 | 0.94% | 50,030 | 1,892 | 3.9% | $42.76万 | 加仓 |
| SUB | ISHARES TR | $1,100.99万 | 0.91% | 103,379 | 30,395 | 41.6% | $323.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,066.76万 | 0.88% | 10,706 | 270 | 2.6% | $26.90万 | 加仓 |
| V | VISA INC | $1,066.48万 | 0.88% | 35,286 | 453 | 1.3% | $13.69万 | 加仓 |
| SGOV | ISHARES TR | $1,043.89万 | 0.86% | 103,705 | 12,678 | 13.9% | $127.62万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $990.89万 | 0.82% | 105,436 | -3,232 | -3.0% | -$30.37万 | 减仓 |
| LLY | ELI LILLY & CO | $978.87万 | 0.81% | 10,643 | 504 | 5.0% | $46.35万 | 加仓 |
| WMT | WALMART INC | $963.06万 | 0.80% | 77,491 | -9,473 | -10.9% | -$117.73万 | 减仓 |
| AMGN | AMGEN INC | $957.94万 | 0.79% | 27,226 | 272 | 1.0% | $9.57万 | 加仓 |
| IWP | ISHARES TR | $946.27万 | 0.78% | 73,858 | -2,155 | -2.8% | -$27.61万 | 减仓 |
| IWS | ISHARES TR | $924.46万 | 0.76% | 63,432 | -1,960 | -3.0% | -$28.57万 | 减仓 |
| IVW | ISHARES TR | $897.81万 | 0.74% | 79,375 | -1,107 | -1.4% | -$12.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $885.84万 | 0.73% | 42,815 | -101 | -0.2% | -$2.09万 | 减仓 |
| ABBV | ABBVIE INC | $876.14万 | 0.72% | 40,284 | -2,574 | -6.0% | -$55.98万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $871.00万 | 0.72% | 65,538 | -2,866 | -4.2% | -$38.09万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $856.84万 | 0.71% | 84,045 | 13,712 | 19.5% | $139.79万 | 加仓 |
| HD | HOME DEPOT INC | $848.38万 | 0.70% | 25,795 | 2,253 | 9.6% | $74.10万 | 加仓 |
| WMB | WILLIAMS COS INC | $843.17万 | 0.70% | 115,852 | 7 | 0.0% | $509 | 加仓 |
| WM | WASTE MGMT INC DEL | $838.05万 | 0.69% | 36,470 | 972 | 2.7% | $22.34万 | 加仓 |
| PHM | PULTE GROUP INC | $818.73万 | 0.68% | 69,614 | 144 | 0.2% | $1.69万 | 加仓 |
| IJH | ISHARES TR | $802.84万 | 0.66% | 118,887 | -1,207 | -1.0% | -$8.15万 | 减仓 |
| IWO | ISHARES TR | $743.45万 | 0.62% | 23,691 | 638 | 2.8% | $20.02万 | 加仓 |
| IJJ | ISHARES TR | $704.85万 | 0.58% | 53,196 | -1,797 | -3.3% | -$23.81万 | 减仓 |
| PSX | PHILLIPS 66 | $691.44万 | 0.57% | 37,953 | -420 | -1.1% | -$7.65万 | 减仓 |
| BLK | BLACKROCK INC | $673.75万 | 0.56% | 7,006 | -39 | -0.6% | -$3.75万 | 减仓 |
| IWD | ISHARES TR | $672.60万 | 0.56% | 31,478 | -846 | -2.6% | -$18.08万 | 减仓 |
| RBA | RB GLOBAL INC | $641.48万 | 0.53% | 66,926 | 493 | 0.7% | $4.73万 | 加仓 |
| IJS | ISHARES TR | $640.92万 | 0.53% | 54,109 | -1,913 | -3.4% | -$22.66万 | 减仓 |
| ENB | ENBRIDGE INC | $628.40万 | 0.52% | 116,069 | -1,320 | -1.1% | -$7.15万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $610.68万 | 0.51% | 15,642 | -538 | -3.3% | -$21.00万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $593.85万 | 0.49% | 60,653 | 9,586 | 18.8% | $93.86万 | 加仓 |
| SBUX | STARBUCKS CORP | $558.96万 | 0.46% | 62,391 | 16,462 | 35.8% | $147.48万 | 加仓 |
| GOOG | ALPHABET INC | $552.09万 | 0.46% | 19,246 | -8,929 | -31.7% | -$256.14万 | 减仓 |
| — | EXXON MOBIL CORP | $550.28万 | 0.46% | 32,434 | -744 | -2.2% | -$12.62万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $537.56万 | 0.44% | 52,837 | 7,111 | 15.6% | $72.35万 | 加仓 |
| IWN | ISHARES TR | $535.16万 | 0.44% | 28,227 | -1,080 | -3.7% | -$20.48万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $527.69万 | 0.44% | 30,576 | 5,986 | 24.3% | $103.31万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $507.22万 | 0.42% | 208,991 | 15,724 | 8.1% | $38.16万 | 加仓 |
| EOG | EOG RES INC | $506.89万 | 0.42% | 35,062 | 6,228 | 21.6% | $90.04万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $484.29万 | 0.40% | 16,543 | 7,579 | 84.5% | $221.87万 | 加仓 |
| CRM | SALESFORCE INC | $458.70万 | 0.38% | 24,573 | 55 | 0.2% | $1.03万 | 加仓 |
| MCD | MCDONALDS CORP | $444.43万 | 0.37% | 14,300 | -574 | -3.9% | -$17.84万 | 减仓 |
| DIS | DISNEY WALT CO | $435.34万 | 0.36% | 45,169 | 95 | 0.2% | $9,156 | 加仓 |
| KLAC | KLA CORP | $424.79万 | 0.35% | 2,885 | -9 | -0.3% | -$1.33万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $417.52万 | 0.35% | 9,057 | -232 | -2.5% | -$10.69万 | 减仓 |
| RY | ROYAL BK CDA | $412.86万 | 0.34% | 25,520 | -942 | -3.6% | -$15.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $409.22万 | 0.34% | 25,525 | 1,483 | 6.2% | $23.78万 | 加仓 |
| KO | COCA COLA CO | $405.28万 | 0.34% | 53,291 | -2,593 | -4.6% | -$19.72万 | 减仓 |
| TXN | TEXAS INSTRS INC | $391.58万 | 0.32% | 20,170 | 1,350 | 7.2% | $26.21万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $382.24万 | 0.32% | 30,572 | 16,166 | 112.2% | $202.12万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $379.36万 | 0.31% | 20,338 | 1,638 | 8.8% | $30.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $373.63万 | 0.31% | 7,797 | 3,302 | 73.5% | $158.23万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $372.27万 | 0.31% | 18,322 | 2,704 | 17.3% | $54.94万 | 加仓 |
| BAC | BANK AMERICA CORP | $371.67万 | 0.31% | 76,240 | -1,130 | -1.5% | -$5.51万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $371.32万 | 0.31% | 73,968 | 3,743 | 5.3% | $18.79万 | 加仓 |
| MUB | ISHARES TR | $370.06万 | 0.31% | 34,862 | 1,580 | 4.7% | $16.77万 | 加仓 |
| DVY | ISHARES TR | $358.30万 | 0.30% | 23,664 | -632 | -2.6% | -$9.57万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $354.66万 | 0.29% | 7,314 | 7,232 | 8,819.5% | $350.69万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $353.75万 | 0.29% | 69,897 | -3,904 | -5.3% | -$19.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $344.22万 | 0.28% | 6,889 | -2,495 | -26.6% | -$124.67万 | 减仓 |
| CSCO | CISCO SYS INC | $341.22万 | 0.28% | 43,977 | -3,786 | -7.9% | -$29.38万 | 减仓 |
| SNEX | STONEX GROUP INC | $340.24万 | 0.28% | 42,187 | 14,062 | 50.0% | $113.41万 | 加仓 |
| MS | MORGAN STANLEY | $333.90万 | 0.28% | 20,289 | -295 | -1.4% | -$4.85万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $329.75万 | 0.27% | 10,287 | -181 | -1.7% | -$5.80万 | 减仓 |
| IEMG | ISHARES INC | $317.86万 | 0.26% | 45,572 | 10,115 | 28.5% | $70.55万 | 加仓 |
| MORN | MORNINGSTAR INC | $317.85万 | 0.26% | 18,802 | 3,155 | 20.2% | $53.34万 | 加仓 |
| QCOM | QUALCOMM INC | $317.19万 | 0.26% | 24,630 | 1,673 | 7.3% | $21.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $307.49万 | 0.25% | 11,364 | 4,933 | 76.7% | $133.48万 | 加仓 |
| IJK | ISHARES TR | $301.58万 | 0.25% | 29,972 | -496 | -1.6% | -$4.99万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $295.79万 | 0.24% | 31,847 | -739 | -2.3% | -$6.86万 | 减仓 |
| ADBE | ADOBE INC | $288.03万 | 0.24% | 11,849 | 1,028 | 9.5% | $24.99万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $287.15万 | 0.24% | 23,072 | 3,824 | 19.9% | $47.59万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $279.71万 | 0.23% | 36,544 | -120,885 | -76.8% | -$925.25万 | 减仓 |
| NKE | NIKE INC | $268.85万 | 0.22% | 50,899 | 3,941 | 8.4% | $20.82万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $264.91万 | 0.22% | 27,606 | 8,689 | 45.9% | $83.38万 | 加仓 |
| SRE | SEMPRA | $263.59万 | 0.22% | 27,127 | -4,314 | -13.7% | -$41.92万 | 减仓 |