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 |
|---|---|---|---|---|---|---|---|---|
| — | RENOVORX INC COM NEW | $6,363 | 0.01% | 6,300 | 6,300 | — | $6,363 | 新建仓 |
| AVGO | BROADCOM INC COM | $4,333 | 0.00% | 14 | 14 | — | $4,333 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $4,071 | 0.00% | 90 | 90 | — | $4,071 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $3,868 | 0.00% | 40 | 40 | — | $3,868 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $3,784 | 0.00% | 100 | 100 | — | $3,784 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $3,390 | 0.00% | 49 | 49 | — | $3,390 | 新建仓 |
| KLAC | KLA CORP COM NEW | $2,945 | 0.00% | 2 | 2 | — | $2,945 | 新建仓 |
| ENR | ENERGIZER HLDGS INC COM | $2,890 | 0.00% | 176 | 176 | — | $2,890 | 新建仓 |
| QQQ | POWERSHARES QQQ TR | $2,886 | 0.00% | 5 | 5 | — | $2,886 | 新建仓 |
| — | COTERRA ENERGY INC COM | $2,636 | 0.00% | 75 | 75 | — | $2,636 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $2,456 | 0.00% | 475 | 475 | — | $2,456 | 新建仓 |
| META | META PLATFORMS INC CL A | $2,289 | 0.00% | 4 | 4 | — | $2,289 | 新建仓 |
| LLY | ELI LILLY & CO COM | $1,840 | 0.00% | 2 | 2 | — | $1,840 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $620 | 0.00% | 13 | 13 | — | $620 | 新建仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $515 | 0.00% | 12 | 12 | — | $515 | 新建仓 |
| INTC | INTEL CORP COM | $397 | 0.00% | 9 | 9 | — | $397 | 新建仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $392 | 0.00% | 15 | 15 | — | $392 | 新建仓 |