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Livermore
Livermore
中文EN

MidFirst Bank

SEC CIK
0002077076
最新申報
2026/8/7

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/8/7 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
943
較 2026 年第 1 季 +17
總值
$14.1 億
較 2026 年第 1 季 +$2.02 億 (+16.7%)
申報日
2026/8/7
SEC
MidFirst Bank 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
EQIXEquinix IncCOM3$3,127<0.1%−7−70.0%減碼歷史
MTGMgic Investment CorpCOM111$3,130<0.1%00.0%不變歷史
ANAutonation, Inc.COM17$3,158<0.1%00.0%不變歷史
VEEVVeeva Systems IncStock18$3,194<0.1%+5+38.5%加碼歷史
GWREGuidewire Software, Inc.COM26$3,199<0.1%00.0%不變歷史
AZNAstraZeneca PLCADR17$3,223<0.1%00.0%不變歷史
MMM3M CoStock20$3,238<0.1%−50−71.4%減碼歷史
FFIVF5, Inc.Stock8$3,328<0.1%+7+700.0%加碼歷史
Capital Group Core Equity Et14020V108SHS CREAT UNIT75$3,336<0.1%00.0%不變–
Alps ETF Tr00162Q452ALERIAN MLP65$3,370<0.1%00.0%不變–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT80$3,386<0.1%00.0%不變–
CHRWC. H. Robinson Worldwide, Inc.COM NEW18$3,390<0.1%00.0%不變歷史
EVREvercore Inc.CLASS A10$3,414<0.1%00.0%不變歷史
SLGNSilgan Holdings IncCOM74$3,433<0.1%00.0%不變歷史
NDAQNasdaq, Inc.COM44$3,468<0.1%+16+57.1%加碼歷史
HHyatt Hotels CorpCOM CL A18$3,489<0.1%00.0%不變歷史
SANBanco Santander, S.A.ADR256$3,533<0.1%00.0%不變歷史
DXCMDexcom IncCOM53$3,570<0.1%+17+47.2%加碼歷史
UNMUnum GroupStock40$3,576<0.1%00.0%不變歷史
WELLWelltower Inc.REIT16$3,632<0.1%00.0%不變歷史
PEGPublic Service Enterprise Group IncCOM45$3,652<0.1%00.0%不變歷史
ACMAecomCOM53$3,699<0.1%00.0%不變歷史
DOCHealthpeak Properties, Inc.COM173$3,702<0.1%00.0%不變歷史
AXPAmerican Express CoStock11$3,720<0.1%−14−56.0%減碼歷史
ALSNAllison Transmission Holdings IncStock33$3,720<0.1%00.0%不變歷史
TRMBTrimble Inc.COM74$3,787<0.1%+20+37.0%加碼歷史
PODDInsulet CorpStock25$3,807<0.1%00.0%不變歷史
GBCIGlacier Bancorp, Inc.COM74$3,817<0.1%00.0%不變歷史
SBCFSeacoast Banking Corp of FloridaCOM NEW115$3,824<0.1%00.0%不變歷史
TERTeradyne, IncStock8$3,871<0.1%00.0%不變歷史
PGRProgressive CorpStock18$3,932<0.1%+13+260.0%加碼歷史
GENGen Digital Inc.Stock159$3,958<0.1%00.0%不變歷史
TEXTerex CorpStock56$4,054<0.1%00.0%不變歷史
AITApplied Industrial Technologies IncCOM12$4,058<0.1%00.0%不變歷史
CARTMaplebear Inc.COM86$4,072<0.1%00.0%不變歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW82$4,089<0.1%00.0%不變歷史
TXTTextron IncCOM45$4,128<0.1%00.0%不變歷史
Fidelity Covington Trust316092873MSCI COMMNTN SVC60$4,169<0.1%00.0%不變–
DVADavita Inc.COM19$4,227<0.1%+11+137.5%加碼歷史
HALHalliburton CoStock126$4,278<0.1%+118+1,475.0%加碼歷史
RMDResmed IncCOM22$4,287<0.1%00.0%不變歷史
TECHBIO-TECHNE CorpCOM61$4,310<0.1%00.0%不變歷史
EHCEncompass Health CorpCOM43$4,346<0.1%00.0%不變歷史
BRXBrixmor Property Group Inc.COM138$4,351<0.1%00.0%不變歷史
HSBCHSBC Holdings PLCSPON ADR NEW46$4,374<0.1%00.0%不變歷史
VCYTVeracyte, Inc.COM75$4,404<0.1%00.0%不變歷史
RUMRUM Group Inc.Stock700$4,438<0.1%00.0%不變歷史
MPMP Materials Corp.COM CL A80$4,481<0.1%00.0%不變歷史
RSReliance, Inc.COM12$4,483<0.1%00.0%不變歷史
EXPEagle Materials IncCOM20$4,500<0.1%00.0%不變歷史
AYIAcuity Inc. (DE)Stock12$4,520<0.1%00.0%不變歷史
ODFLOld Dominion Freight Line, Inc.COM21$4,549<0.1%00.0%不變歷史
TSCOTractor Supply CoCOM144$4,552<0.1%−513−78.1%減碼歷史
LFUSLittelfuse IncCOM10$4,553<0.1%00.0%不變歷史
WCNWaste Connections, Inc.COM28$4,667<0.1%00.0%不變歷史
MSTRStrategy IncStock54$4,694<0.1%00.0%不變歷史
SSBSouthState Bank CorpCOM47$4,695<0.1%00.0%不變歷史
NVSNovartis AGADR30$4,702<0.1%00.0%不變歷史
AGYSAgilysys IncCOM46$4,807<0.1%00.0%不變歷史
BIIBBiogen Inc.COM23$4,969<0.1%00.0%不變歷史
ENSGEnsign Group, IncCOM31$4,969<0.1%00.0%不變歷史
GMEDGlobus Medical IncStock64$5,056<0.1%00.0%不變歷史
VTRVentas, Inc.REIT57$5,062<0.1%00.0%不變歷史
REGRegency Centers CorpCOM64$5,103<0.1%00.0%不變歷史
MTDRMatador Resources CoCOM103$5,127<0.1%00.0%不變歷史
QRVOQorvo, Inc.Stock55$5,130<0.1%+39+243.8%加碼歷史
Fidelity MSCI Health Care Index ETF316092600ETF67$5,176<0.1%00.0%不變–
NTRSNorthern Trust CorpCOM30$5,215<0.1%+14+87.5%加碼歷史
SWKSSkyworks Solutions, Inc.Stock78$5,288<0.1%+78新進歷史
MANHManhattan Associates IncStock39$5,431<0.1%00.0%不變歷史
BAPCredicorp LtdCOM14$5,454<0.1%00.0%不變歷史
TEMTempus AI, Inc.CL A95$5,503<0.1%00.0%不變歷史
HLNHaleon plcADR597$5,570<0.1%00.0%不變歷史
KKRKKR & Co. Inc.COM61$5,599<0.1%+16+35.6%加碼歷史
AXONAxon Enterprise, Inc.COM10$5,606<0.1%00.0%不變歷史
FITBFifth Third BancorpCOM102$5,750<0.1%00.0%不變歷史
FMXMexican Economic Development IncSPON ADR UNITS45$5,755<0.1%00.0%不變歷史
IBNIcici Bank LtdADR201$5,835<0.1%00.0%不變歷史
KMBKimberly Clark CorpStock54$5,928<0.1%+52+2,600.0%加碼歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL118$5,966<0.1%−392−76.9%減碼–
HWCHancock Whitney CorpCOM80$5,977<0.1%00.0%不變歷史
RUSHARush Enterprises IncCL A82$5,985<0.1%00.0%不變歷史
VTRSViatris IncStock377$5,987<0.1%00.0%不變歷史
SONYSony Group CorpSPONSORED ADR301$6,038<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock350$6,073<0.1%00.0%不變歷史
GILGildan Activewear Inc.Stock119$6,141<0.1%00.0%不變歷史
STESTERIS plcSHS USD30$6,317<0.1%00.0%不變歷史
VMIValmont Industries IncCOM11$6,354<0.1%00.0%不變歷史
EXPEExpedia Group, Inc.Stock25$6,397<0.1%+9+56.3%加碼歷史
STAGSTAG Industrial, Inc.COM170$6,470<0.1%00.0%不變歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF56$6,568<0.1%+56新進–
LSCCLattice Semiconductor CorpCOM43$6,577<0.1%00.0%不變歷史
State Street Utilities Select Sector SPDR ETF81369Y886ETF146$6,620<0.1%+146新進–
MODModine Manufacturing CoCOM25$6,676<0.1%00.0%不變歷史
NUNu Holdings Ltd.ORD SHS CL A500$6,680<0.1%00.0%不變歷史
WYNNWynn Resorts LtdCOM70$6,796<0.1%+70新進歷史
BKRBaker Hughes CoCL A127$7,049<0.1%00.0%不變歷史
SUSuncor Energy IncStock137$7,354<0.1%00.0%不變歷史
VSNTVersant Media Group, Inc.COM CL A206$7,418<0.1%+2+1.0%加碼歷史
NGVCNatural Grocers by Vitamin Cottage, Inc.COM240$7,445<0.1%00.0%不變歷史

2026 年第 1 季之後清倉（33 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

MidFirst Bank 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM50,030$1,131 萬0.9%歷史
AEMAgnico Eagle Mines LtdStock2,000$40.6 萬<0.1%歷史
Clearway Energy, Inc.18539C105CL A6,000$23.5 萬<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF1,805$17.9 萬<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF500$11.7 萬<0.1%–
WWDWoodward, Inc.COM300$10.7 萬<0.1%歷史
iShares Tr46434V613CORE UNIVRSL USD2,126$9.82 萬<0.1%–
CTRACoterra Energy Inc.Stock2,615$9.19 萬<0.1%歷史
HXLHexcel CorpCOM1,100$8.90 萬<0.1%歷史
CRDOCredo Technology Group Holding LtdStock500$4.69 萬<0.1%歷史
METCRamaco Resources, Inc.COM CL A3,000$4.64 萬<0.1%歷史
Innovator ETFs Trust45782C417US EQTY PWR BUF1,133$4.54 萬<0.1%–
iShares Tr464288281JPMORGAN USD EMG470$4.41 萬<0.1%–
HIMSHims & Hers Health, Inc.Stock1,800$3.74 萬<0.1%歷史
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD2,093$3.63 萬<0.1%–
SFStifel Financial CorpCOM280$2.07 萬<0.1%歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW88$2.05 萬<0.1%歷史
ProShares Tr74347B680S&P MDCP 400 DIV222$1.92 萬<0.1%–
CLXClorox CoStock177$1.83 萬<0.1%歷史
FIGSFIGS, Inc.CL A900$1.33 萬<0.1%歷史
First Tr Exch Traded FD III33739E108PFD SECS INC ETF730$1.30 萬<0.1%–
HOLXHologic IncCOM128$9,676<0.1%歷史
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 2029392$7,315<0.1%–
ROKURoku, IncCOM CL A71$6,718<0.1%歷史
HUTHut 8 Corp.COM91$4,269<0.1%歷史
Schwab International Equity ETF808524805ETF165$4,084<0.1%–
ZSZscaler, Inc.Stock21$2,946<0.1%歷史
ALSumisho Air Lease CorpCL A37$2,403<0.1%歷史
iShares Tr464288273EAFE SML CP ETF25$1,960<0.1%–
CLSCelestica IncStock6$1,690<0.1%歷史
LSTRLandstar System IncCOM7$1,122<0.1%歷史
POWIPower Integrations IncCOM21$1,075<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM30$129<0.1%歷史