Midway Capital Research & Management
CHICAGO IL · SEC CIK 0002115416
$1.06亿2026Q1 申报市值
117持仓数
48.2%前十大占比 · 第一大 9.4%
70 / 0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
AAPL 加仓+$58.12万
MA 加仓+$33.18万
DOW 新建仓+$29.96万
AEE 新建仓+$19.94万
SBUX 新建仓+$18.31万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$54.06万
AMAT 减仓-$25.02万
MINT 减仓-$5.03万
APH 减仓-$2.24万
EXPD 减仓-$1.59万
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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC COM | $243.75万 | 2.30% | 26,244 | 275 | 1.1% | $2.55万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $247.16万 | 2.33% | 61,945 | 1,041 | 1.7% | $4.15万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $250.93万 | 2.37% | 6,329 | 247 | 4.1% | $9.79万 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $252.22万 | 2.38% | 13,292 | 854 | 6.9% | $16.20万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $259.62万 | 2.45% | 10,423 | 123 | 1.2% | $3.06万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $261.17万 | 2.46% | 13,892 | -37 | -0.3% | -$6,956 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $266.93万 | 2.52% | 44,414 | 2,058 | 4.9% | $12.37万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $279.71万 | 2.64% | 9,727 | 8 | 0.1% | $2,300 | 加仓 |
| SYK | STRYKER CORPORATION COM | $360.99万 | 3.40% | 10,986 | 135 | 1.2% | $4.44万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $390.64万 | 3.68% | 12,279 | -32 | -0.3% | -$1.02万 | 减仓 |
| EWBC | EAST WEST BANCORP INC COM | $419.27万 | 3.95% | 39,272 | 233 | 0.6% | $2.49万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $471.49万 | 4.45% | 116,503 | 797 | 0.7% | $3.23万 | 加仓 |
| APH | AMPHENOL CORP CL A | $483.06万 | 4.55% | 38,232 | -177 | -0.5% | -$2.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $515.35万 | 4.86% | 10,314 | 664 | 6.9% | $33.18万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $538.22万 | 5.07% | 17,686 | -42 | -0.2% | -$1.28万 | 减仓 |
| AAPL | APPLE INC COM | $662.04万 | 6.24% | 26,086 | 2,290 | 9.6% | $58.12万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $992.73万 | 9.36% | 29,045 | -732 | -2.5% | -$25.02万 | 减仓 |