MidFirst Bank 13F 持仓 · 2026年Q2
MidFirst Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 943 只证券，申报市值合计 14.10 亿美元。前几大持仓：IVV（5.79%）、NVDA（5.06%）、AAPL（4.25%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $81.6M | 5.79% | 108,944 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $71.3M | 5.06% | 356,324 | 增持 |
| 3 | AAPL | APPLE INC | $59.9M | 4.25% | 206,987 | 减持 |
| 4 | GOOGL | ALPHABET INC | $54.7M | 3.88% | 152,970 | 增持 |
| 5 | AMZN | AMAZON COM INC | $42.1M | 2.98% | 176,520 | 增持 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $39.6M | 2.81% | 68,218 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $37.7M | 2.67% | 101,049 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $30.2M | 2.14% | 41,024 | 减持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $30.0M | 2.13% | 40,214 | 减持 |
| 10 | CAT | CATERPILLAR INC | $27.9M | 1.98% | 26,232 | 增持 |
| 11 | LRCX | LAM RESEARCH CORP | $27.5M | 1.95% | 63,391 | 增持 |
| 12 | META | META PLATFORMS INC | $22.2M | 1.57% | 39,356 | 增持 |
| 13 | AVGO | BROADCOM INC | $21.3M | 1.51% | 56,370 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $21.2M | 1.50% | 64,768 | 增持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $18.2M | 1.29% | 38,040 | 增持 |
| 16 | IWF | ISHARES TR | $16.9M | 1.20% | 135,960 | 增持 |
| 17 | VTEB | VANGUARD MUN BD FDS | $16.0M | 1.13% | 315,544 | 增持 |
| 18 | ETN | EATON CORP PLC | $15.9M | 1.12% | 37,220 | 增持 |
| 19 | GS | GOLDMAN SACHS GROUP INC | $15.8M | 1.12% | 15,581 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $15.1M | 1.07% | 59,477 | 减持 |
| 21 | IEFA | ISHARES TR | $14.1M | 1.00% | 146,065 | 增持 |
| 22 | IQLT | ISHARES TR | $13.8M | 0.98% | 277,660 | 减持 |
| 23 | LLY | ELI LILLY & CO | $12.8M | 0.91% | 10,672 | 增持 |
| 24 | DMLP | DORCHESTER MINERALS L P | $12.6M | 0.90% | 500,743 | 增持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $12.4M | 0.88% | 64,967 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR