Midway Capital Research & Management
CHICAGO IL · SEC CIK 0002115416
$1.26亿2026Q2 申报市值
114持仓数
53.3%前十大占比 · 第一大 15.8%
1 / 4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
SHOP 加仓+$23.34万
SYK 加仓+$15.43万
BAM 加仓+$11.23万
VRSK 加仓+$8.20万
SNPS 加仓+$8.03万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$258.30万
AMAT 减仓-$113.22万
V 减仓-$8.58万
DOW 减仓-$4.66万
ADI 减仓-$2.66万
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 |
|---|---|---|---|---|---|---|---|---|
| VRSK | VERISK ANALYTICS INC COM | $246.84万 | 1.96% | 13,749 | 457 | 3.4% | $8.20万 | 加仓 |
| ORI | OLD REP INTL CORP COM | $258.30万 | 2.05% | 63,123 | 1,178 | 1.9% | $4.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $265.86万 | 2.11% | 8,122 | 72 | 0.9% | $2.36万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $265.87万 | 2.11% | 16,313 | 103 | 0.6% | $1.68万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $278.79万 | 2.22% | 10,500 | 77 | 0.7% | $2.04万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $290.35万 | 2.31% | 6,509 | 180 | 2.8% | $8.03万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $292.93万 | 2.33% | 45,268 | 854 | 1.9% | $5.53万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $299.82万 | 2.38% | 13,860 | -32 | -0.2% | -$6,922 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $349.76万 | 2.78% | 9,787 | 60 | 0.6% | $2.14万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $361.31万 | 2.87% | 11,476 | 490 | 4.5% | $15.43万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $485.02万 | 3.86% | 12,212 | -67 | -0.5% | -$2.66万 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $502.83万 | 4.00% | 118,064 | 1,561 | 1.3% | $6.65万 | 加仓 |
| EWBC | EAST WEST BANCORP INC COM | $507.92万 | 4.04% | 39,346 | 74 | 0.2% | $9,553 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $534.71万 | 4.25% | 10,411 | 97 | 0.9% | $4.98万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $552.61万 | 4.39% | 17,829 | 143 | 0.8% | $4.43万 | 加仓 |
| APH | AMPHENOL CORP CL A | $676.89万 | 5.38% | 38,390 | 158 | 0.4% | $2.79万 | 加仓 |
| AAPL | APPLE INC COM | $753.06万 | 5.99% | 26,025 | -61 | -0.2% | -$1.77万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1,986.73万 | 15.79% | 27,479 | -1,566 | -5.4% | -$113.22万 | 减仓 |