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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP COM NEW | $6,034 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $5,289 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $4,158 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $3,886 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC COM | $3,773 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO COM | $3,745 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| QQQ | POWERSHARES QQQ TR | $3,682 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $2,399 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $2,253 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $2,247 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $1,257 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $523 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $447 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $320 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $0 | 0.00% | 0 | -50 | -100.0% | -$9,122 | 清仓 |
| BAC | BANK AMERICA CORP COM | $0 | 0.00% | 0 | -150 | -100.0% | -$7,313 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P | $0 | 0.00% | 0 | -100 | -100.0% | -$3,784 | 清仓 |
| — | COTERRA ENERGY INC COM | $0 | 0.00% | 0 | -75 | -100.0% | -$2,636 | 清仓 |