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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,158.71万 | 5.79% | 108,944 | 113 | 0.1% | $8.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,129.69万 | 5.06% | 356,324 | 4,963 | 1.4% | $99.30万 | 加仓 |
| AAPL | APPLE INC | $5,989.37万 | 4.25% | 206,987 | -543 | -0.3% | -$15.71万 | 减仓 |
| GOOGL | ALPHABET INC | $5,466.69万 | 3.88% | 152,970 | 1,714 | 1.1% | $61.25万 | 加仓 |
| AMZN | AMAZON COM INC | $4,207.18万 | 2.98% | 176,520 | 1,358 | 0.8% | $32.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,962.85万 | 2.81% | 68,218 | 768 | 1.1% | $44.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,769.32万 | 2.67% | 101,049 | 744 | 0.7% | $27.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,021.01万 | 2.14% | 41,024 | -2,132 | -4.9% | -$157.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,003.06万 | 2.13% | 40,214 | -66 | -0.2% | -$4.93万 | 减仓 |
| CAT | CATERPILLAR INC | $2,793.45万 | 1.98% | 26,232 | 121 | 0.5% | $12.89万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,746.93万 | 1.95% | 63,391 | 543 | 0.9% | $23.53万 | 加仓 |
| META | META PLATFORMS INC | $2,216.91万 | 1.57% | 39,356 | 698 | 1.8% | $39.32万 | 加仓 |
| AVGO | BROADCOM INC | $2,129.36万 | 1.51% | 56,370 | 25 | 0.0% | $9,444 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,120.06万 | 1.50% | 64,768 | 830 | 1.3% | $27.17万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,816.66万 | 1.29% | 38,040 | 598 | 1.6% | $28.56万 | 加仓 |
| IWF | ISHARES TR | $1,688.22万 | 1.20% | 135,960 | -11,760 | -8.0% | -$146.02万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,596.02万 | 1.13% | 315,544 | 48,006 | 17.9% | $242.81万 | 加仓 |
| ETN | EATON CORP PLC | $1,586.01万 | 1.12% | 37,220 | 529 | 1.4% | $22.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,575.85万 | 1.12% | 15,581 | 191 | 1.2% | $19.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,510.53万 | 1.07% | 59,477 | -3,729 | -5.9% | -$94.70万 | 减仓 |
| IEFA | ISHARES TR | $1,410.70万 | 1.00% | 146,065 | 8,222 | 6.0% | $79.41万 | 加仓 |
| IQLT | ISHARES TR | $1,375.81万 | 0.98% | 277,660 | -11,020 | -3.8% | -$54.60万 | 减仓 |
| LLY | ELI LILLY & CO | $1,280.07万 | 0.91% | 10,672 | 29 | 0.3% | $3.48万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $1,264.38万 | 0.90% | 500,743 | 6,590 | 1.3% | $16.64万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,237.75万 | 0.88% | 64,967 | -571 | -0.9% | -$10.88万 | 减仓 |
| V | VISA INC | $1,223.00万 | 0.87% | 35,647 | 361 | 1.0% | $12.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,217.90万 | 0.86% | 15,959 | 317 | 2.0% | $24.19万 | 加仓 |
| SUB | ISHARES TR | $1,213.42万 | 0.86% | 113,968 | 10,589 | 10.2% | $112.74万 | 加仓 |
| OKE | ONEOK INC NEW | $1,105.44万 | 0.78% | 127,150 | 479 | 0.4% | $4.16万 | 加仓 |
| SGOV | ISHARES TR | $1,095.54万 | 0.78% | 108,825 | 5,120 | 4.9% | $51.54万 | 加仓 |
| IWP | ISHARES TR | $1,079.54万 | 0.77% | 73,734 | -124 | -0.2% | -$1.82万 | 减仓 |
| IVW | ISHARES TR | $1,075.09万 | 0.76% | 78,171 | -1,204 | -1.5% | -$16.56万 | 减仓 |
| IWS | ISHARES TR | $1,034.51万 | 0.73% | 62,850 | -582 | -0.9% | -$9.58万 | 减仓 |
| ABBV | ABBVIE INC | $1,031.90万 | 0.73% | 41,007 | 723 | 1.8% | $18.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,008.93万 | 0.72% | 10,785 | 79 | 0.7% | $7.39万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $976.46万 | 0.69% | 105,826 | 390 | 0.4% | $3.60万 | 加仓 |
| PHM | PULTE GROUP INC | $975.89万 | 0.69% | 71,124 | 1,510 | 2.2% | $20.72万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $964.60万 | 0.68% | 84,562 | 517 | 0.6% | $5.90万 | 加仓 |
| IJH | ISHARES TR | $940.86万 | 0.67% | 122,015 | 3,128 | 2.6% | $24.12万 | 加仓 |
| AMGN | AMGEN INC | $937.63万 | 0.66% | 25,893 | -1,333 | -4.9% | -$48.27万 | 减仓 |
| HD | HOME DEPOT INC | $926.87万 | 0.66% | 26,281 | 486 | 1.9% | $17.14万 | 加仓 |
| IWO | ISHARES TR | $923.56万 | 0.65% | 23,443 | -248 | -1.0% | -$9.77万 | 减仓 |
| WMT | WALMART INC | $881.24万 | 0.62% | 77,807 | 316 | 0.4% | $3.58万 | 加仓 |
| KLAC | KLA CORP | $871.94万 | 0.62% | 28,900 | 50 | 0.2% | $1.51万 | 加仓 |
| WMB | WILLIAMS COS INC | $861.53万 | 0.61% | 115,890 | 38 | 0.0% | $2,825 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $861.28万 | 0.61% | 25,256 | -269 | -1.1% | -$9.17万 | 减仓 |
| WM | WASTE MGMT INC DEL | $829.08万 | 0.59% | 37,198 | 728 | 2.0% | $16.23万 | 加仓 |
| RBA | RB GLOBAL INC | $797.95万 | 0.57% | 68,523 | 1,597 | 2.4% | $18.60万 | 加仓 |
| APH | AMPHENOL CORP | $793.72万 | 0.56% | 45,016 | 41,945 | 1,365.8% | $739.57万 | 加仓 |
| IJJ | ISHARES TR | $782.67万 | 0.56% | 52,980 | -216 | -0.4% | -$3.19万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $751.79万 | 0.53% | 63,181 | 2,528 | 4.2% | $30.08万 | 加仓 |
| IJS | ISHARES TR | $728.38万 | 0.52% | 53,291 | -818 | -1.5% | -$11.18万 | 减仓 |
| IWD | ISHARES TR | $719.47万 | 0.51% | 29,677 | -1,801 | -5.7% | -$43.66万 | 减仓 |
| BLK | BLACKROCK INC | $683.97万 | 0.49% | 7,113 | 107 | 1.5% | $10.29万 | 加仓 |
| GOOG | ALPHABET INC | $665.89万 | 0.47% | 18,846 | -400 | -2.1% | -$14.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $654.07万 | 0.46% | 39,459 | -3,356 | -7.8% | -$55.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $650.21万 | 0.46% | 63,628 | 1,237 | 2.0% | $12.64万 | 加仓 |
| PSX | PHILLIPS 66 | $648.28万 | 0.46% | 38,348 | 395 | 1.0% | $6.68万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $644.25万 | 0.46% | 16,659 | 116 | 0.7% | $4.49万 | 加仓 |
| ENB | ENBRIDGE INC | $635.84万 | 0.45% | 117,292 | 1,223 | 1.1% | $6.63万 | 加仓 |
| IWN | ISHARES TR | $620.38万 | 0.44% | 28,046 | -181 | -0.6% | -$4.00万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $619.37万 | 0.44% | 52,789 | -48 | -0.1% | -$5,632 | 减仓 |
| TXN | TEXAS INSTRS INC | $600.64万 | 0.43% | 20,151 | -19 | -0.1% | -$5,663 | 减仓 |
| HON | HONEYWELL INTL INC | $568.64万 | 0.40% | 25,397 | -24,633 | -49.2% | -$551.53万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $560.81万 | 0.40% | 25,367 | 25,367 | — | $560.81万 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $555.91万 | 0.39% | 37,998 | 7,426 | 24.3% | $108.64万 | 加仓 |
| RY | ROYAL BK CDA | $529.82万 | 0.38% | 25,599 | 79 | 0.3% | $1.64万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $511.30万 | 0.36% | 31,259 | 683 | 2.2% | $11.17万 | 加仓 |
| CSCO | CISCO SYS INC | $510.59万 | 0.36% | 43,469 | -508 | -1.2% | -$5.97万 | 减仓 |
| SNEX | STONEX GROUP INC | $499.92万 | 0.35% | 42,187 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $479.27万 | 0.34% | 198,536 | -10,455 | -5.0% | -$25.24万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $469.29万 | 0.33% | 92,801 | 22,904 | 32.8% | $115.83万 | 加仓 |
| EOG | EOG RES INC | $463.46万 | 0.33% | 35,725 | 663 | 1.9% | $8.60万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $459.13万 | 0.33% | 20,529 | 191 | 0.9% | $4.27万 | 加仓 |
| QCOM | QUALCOMM INC | $457.30万 | 0.32% | 24,747 | 117 | 0.5% | $2.16万 | 加仓 |
| — | EXXON MOBIL CORP | $443.46万 | 0.31% | 32,436 | 2 | 0.0% | $273 | 加仓 |
| DIS | DISNEY WALT CO | $439.41万 | 0.31% | 45,653 | 484 | 1.1% | $4.66万 | 加仓 |
| MUB | ISHARES TR | $437.07万 | 0.31% | 40,612 | 5,750 | 16.5% | $61.88万 | 加仓 |
| BAC | BANK OF AMER CORP | $431.54万 | 0.31% | 75,735 | -505 | -0.7% | -$2.88万 | 减仓 |
| MS | MORGAN STANLEY | $421.84万 | 0.30% | 20,180 | -109 | -0.5% | -$2.28万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $412.90万 | 0.29% | 18,437 | 115 | 0.6% | $2.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $394.86万 | 0.28% | 7,891 | 94 | 1.2% | $4.70万 | 加仓 |
| KO | COCA COLA CO | $393.53万 | 0.28% | 48,423 | -4,868 | -9.1% | -$39.56万 | 减仓 |
| IEMG | ISHARES INC | $387.20万 | 0.27% | 46,741 | 1,169 | 2.6% | $9.68万 | 加仓 |
| MCD | MCDONALDS CORP | $387.11万 | 0.27% | 14,321 | 21 | 0.1% | $5,677 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $375.34万 | 0.27% | 24,465 | 1,393 | 6.0% | $21.37万 | 加仓 |
| CRM | SALESFORCE INC | $370.61万 | 0.26% | 23,657 | -916 | -3.7% | -$14.35万 | 减仓 |
| DVY | ISHARES TR | $369.87万 | 0.26% | 23,664 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $362.01万 | 0.26% | 9,103 | 46 | 0.5% | $1.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $358.03万 | 0.25% | 6,971 | 82 | 1.2% | $4.21万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $357.83万 | 0.25% | 10,392 | 105 | 1.0% | $3.62万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $344.12万 | 0.24% | 7,495 | 181 | 2.5% | $8.31万 | 加仓 |
| IJK | ISHARES TR | $343.57万 | 0.24% | 29,240 | -732 | -2.4% | -$8.60万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $320.13万 | 0.23% | 75,610 | 1,642 | 2.2% | $6.95万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $319.49万 | 0.23% | 27,782 | 218 | 0.8% | $2.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $313.41万 | 0.22% | 17,324 | 2,307 | 15.4% | $41.74万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $303.84万 | 0.22% | 27,107 | -499 | -1.8% | -$5.59万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $301.89万 | 0.21% | 12,261 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $298.67万 | 0.21% | 33,986 | -2,558 | -7.0% | -$22.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $291.87万 | 0.21% | 10,379 | 349 | 3.5% | $9.81万 | 加仓 |