STIFEL FINANCIAL CORP
ST. LOUIS MO · SEC CIK 0000720672
$1,202.06亿2026Q2 申报市值
3,702持仓数
16.5%前十大占比 · 第一大 2.7%
185 / 131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
HONA 新建仓+$2.06亿
IVV 加仓+$1.38亿
IVW 加仓+$1.21亿
VTWO 加仓+$9,589.49万
GE 加仓+$9,396.91万
2026Q2 卖出最多 按季末市值估算
APD 减仓-$3.44亿
QUAL 减仓-$2.60亿
HON 减仓-$1.99亿
MRVL 减仓-$1.81亿
CMI 减仓-$1.76亿
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $33.06亿 | 2.75% | 16,520,061 | -48,976 | -0.3% | -$979.98万 | 减仓 |
| AAPL | APPLE INC | $31.88亿 | 2.65% | 11,015,826 | -37,630 | -0.3% | -$1,088.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $24.00亿 | 2.00% | 6,433,235 | -230,257 | -3.5% | -$8,589.43万 | 减仓 |
| GOOGL | ALPHABET INC | $20.54亿 | 1.71% | 5,746,787 | -102,636 | -1.8% | -$3,668.04万 | 减仓 |
| AMZN | AMAZON COM INC | $20.13亿 | 1.67% | 8,445,681 | 184,195 | 2.2% | $4,390.10万 | 加仓 |
| AVGO | BROADCOM INC | $17.04亿 | 1.42% | 4,510,303 | 17,514 | 0.4% | $661.61万 | 加仓 |
| CSCO | CISCO SYS INC | $14.91亿 | 1.24% | 12,692,951 | -784,041 | -5.8% | -$9,209.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $12.65亿 | 1.05% | 3,865,671 | 16,389 | 0.4% | $536.47万 | 加仓 |
| GOOG | ALPHABET INC | $12.16亿 | 1.01% | 3,442,790 | 58,292 | 1.7% | $2,059.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.83亿 | 0.98% | 1,584,389 | -43,290 | -2.7% | -$3,233.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $11.45亿 | 0.95% | 1,667,490 | 85,256 | 5.4% | $5,855.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $11.31亿 | 0.94% | 4,454,737 | -34,384 | -0.8% | -$873.27万 | 减仓 |
| IVW | ISHARES TR | $11.24亿 | 0.93% | 8,171,635 | 880,207 | 12.1% | $1.21亿 | 加仓 |
| V | VISA INC | $10.89亿 | 0.91% | 3,173,435 | -105,564 | -3.2% | -$3,621.97万 | 减仓 |
| MRK | MERCK & CO INC | $10.50亿 | 0.87% | 8,169,394 | -122,432 | -1.5% | -$1,573.28万 | 减仓 |
| IEFA | ISHARES TR | $10.23亿 | 0.85% | 10,588,773 | -892,252 | -7.8% | -$8,617.38万 | 减仓 |
| LLY | ELI LILLY & CO | $9.44亿 | 0.79% | 786,902 | 7,745 | 1.0% | $929.07万 | 加仓 |
| ABBV | ABBVIE INC | $9.12亿 | 0.76% | 3,625,155 | -107,049 | -2.9% | -$2,693.82万 | 减仓 |
| HD | HOME DEPOT INC | $9.06亿 | 0.75% | 2,568,267 | 68,561 | 2.7% | $2,418.16万 | 加仓 |
| PEP | PEPSICO INC | $8.45亿 | 0.70% | 6,239,792 | -101,849 | -1.6% | -$1,379.06万 | 减仓 |
| IVE | ISHARES TR | $8.10亿 | 0.67% | 3,566,472 | 305,458 | 9.4% | $6,935.72万 | 加仓 |
| TXN | TEXAS INSTRS INC | $7.93亿 | 0.66% | 2,659,759 | -281,605 | -9.6% | -$8,393.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $7.77亿 | 0.65% | 1,055,072 | -30,167 | -2.8% | -$2,221.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.70亿 | 0.64% | 2,736,515 | 59,267 | 2.2% | $1,666.70万 | 加仓 |
| AGG | ISHARES TR | $7.26亿 | 0.60% | 7,338,388 | 19,138 | 0.3% | $189.43万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7.19亿 | 0.60% | 2,108,508 | -57,621 | -2.7% | -$1,964.98万 | 减仓 |
| META | META PLATFORMS INC | $6.94亿 | 0.58% | 1,231,479 | -158,292 | -11.4% | -$8,917.34万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $6.77亿 | 0.56% | 4,616,122 | 37,281 | 0.8% | $546.70万 | 加仓 |
| IVV | ISHARES TR | $6.76亿 | 0.56% | 903,149 | 184,006 | 25.6% | $1.38亿 | 加仓 |
| APH | AMPHENOL CORP | $6.64亿 | 0.55% | 3,763,474 | 55,792 | 1.5% | $983.73万 | 加仓 |
| GLW | CORNING INC | $6.61亿 | 0.55% | 2,586,481 | -86,505 | -3.2% | -$2,209.62万 | 减仓 |
| KO | COCA COLA CO | $6.58亿 | 0.55% | 8,097,686 | -247,192 | -3.0% | -$2,008.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6.51亿 | 0.54% | 695,622 | -7,296 | -1.0% | -$682.68万 | 减仓 |
| CAT | CATERPILLAR INC | $6.30亿 | 0.52% | 591,099 | 13,703 | 2.4% | $1,459.34万 | 加仓 |
| ETN | EATON CORP PLC | $6.07亿 | 0.50% | 1,423,712 | -19,992 | -1.4% | -$851.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5.97亿 | 0.50% | 8,382,284 | 302,014 | 3.7% | $2,151.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $5.94亿 | 0.49% | 1,166,742 | -30,441 | -2.5% | -$1,551.02万 | 减仓 |
| IWF | ISHARES TR | $5.75亿 | 0.48% | 4,628,950 | -391,654 | -7.8% | -$4,863.19万 | 减仓 |
| UNP | UNION PAC CORP | $5.73亿 | 0.48% | 2,108,345 | -56,071 | -2.6% | -$1,525.16万 | 减仓 |
| AMGN | AMGEN INC | $5.61亿 | 0.47% | 1,548,229 | -6,792 | -0.4% | -$245.97万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.60亿 | 0.47% | 1,171,567 | 68,303 | 6.2% | $3,262.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $5.06亿 | 0.42% | 3,053,750 | -30,418 | -1.0% | -$504.22万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4.98亿 | 0.41% | 688,877 | -25,980 | -3.6% | -$1,878.56万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4.92亿 | 0.41% | 5,372,088 | 574,187 | 12.0% | $5,261.85万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4.78亿 | 0.40% | 10,216,170 | 1,524,574 | 17.5% | $7,136.53万 | 加仓 |
| IEMG | ISHARES INC | $4.75亿 | 0.40% | 5,738,838 | 786,937 | 15.9% | $6,519.00万 | 加仓 |
| MDT | MEDTRONIC PLC | $4.74亿 | 0.39% | 6,064,377 | 305,411 | 5.3% | $2,389.25万 | 加仓 |
| GWW | WW GRAINGER INC | $4.59亿 | 0.38% | 337,576 | -21,053 | -5.9% | -$2,864.28万 | 减仓 |
| TJX | TJX COS INC NEW | $4.51亿 | 0.37% | 2,974,205 | -29,725 | -1.0% | -$450.34万 | 减仓 |
| WM | WASTE MGMT INC DEL | $4.49亿 | 0.37% | 2,014,127 | -123,914 | -5.8% | -$2,761.83万 | 减仓 |
| IWD | ISHARES TR | $4.42亿 | 0.37% | 1,821,926 | 356,118 | 24.3% | $8,633.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $4.37亿 | 0.36% | 1,949,694 | 116,814 | 6.4% | $2,616.15万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $4.31亿 | 0.36% | 4,700,765 | -266,210 | -5.4% | -$2,440.62万 | 减仓 |
| ASML | ASML HLDG NV | $4.25亿 | 0.35% | 213,785 | -35,032 | -14.1% | -$6,969.57万 | 减仓 |
| USIG | ISHARES TR | $4.24亿 | 0.35% | 8,274,513 | 1,165,613 | 16.4% | $5,978.43万 | 加仓 |
| CMI | CUMMINS INC | $4.23亿 | 0.35% | 593,509 | -247,462 | -29.4% | -$1.76亿 | 减仓 |
| RTX | RTX CORPORATION | $4.16亿 | 0.35% | 2,190,766 | 80,691 | 3.8% | $1,531.00万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $4.11亿 | 0.34% | 1,520,367 | -63,746 | -4.0% | -$1,724.20万 | 减仓 |
| NFLX | NETFLIX INC. | $4.02亿 | 0.33% | 5,635,433 | 569,782 | 11.2% | $4,068.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.02亿 | 0.33% | 348,167 | 53,541 | 18.2% | $6,180.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.02亿 | 0.33% | 803,186 | -79,620 | -9.0% | -$3,984.11万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3.99亿 | 0.33% | 4,116,081 | -174,055 | -4.1% | -$1,686.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3.96亿 | 0.33% | 1,818,811 | 127,445 | 7.5% | $2,777.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.88亿 | 0.32% | 4,507,151 | 75,599 | 1.7% | $651.22万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3.88亿 | 0.32% | 3,247,737 | -29,863 | -0.9% | -$356.92万 | 减仓 |
| GEV | GE VERNOVA INC | $3.79亿 | 0.32% | 322,868 | 15,303 | 5.0% | $1,797.97万 | 加仓 |
| WMT | WALMART INC | $3.76亿 | 0.31% | 3,318,380 | -71,184 | -2.1% | -$806.25万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.69亿 | 0.31% | 2,212,398 | -94,963 | -4.1% | -$1,582.75万 | 减仓 |
| — | EXXON MOBIL CORP | $3.62亿 | 0.30% | 2,648,819 | -1,080,348 | -29.0% | -$1.48亿 | 减仓 |
| VB | VANGUARD INDEX FDS | $3.60亿 | 0.30% | 1,186,781 | 12,812 | 1.1% | $388.36万 | 加仓 |
| GE | GE AEROSPACE | $3.57亿 | 0.30% | 954,419 | 251,432 | 35.8% | $9,396.91万 | 加仓 |
| MBB | ISHARES TR | $3.54亿 | 0.29% | 3,741,705 | 34,107 | 0.9% | $322.38万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.53亿 | 0.29% | 1,183,565 | -609,116 | -34.0% | -$1.81亿 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $3.51亿 | 0.29% | 2,819,999 | 617,891 | 28.1% | $7,689.29万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3.48亿 | 0.29% | 1,826,572 | 99,685 | 5.8% | $1,899.25万 | 加仓 |
| MS | MORGAN STANLEY | $3.45亿 | 0.29% | 1,652,591 | 14,071 | 0.9% | $294.14万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $3.45亿 | 0.29% | 3,797,845 | -67,700 | -1.8% | -$614.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3.32亿 | 0.28% | 645,484 | -30,702 | -4.5% | -$1,577.09万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.28亿 | 0.27% | 7,751,542 | 264,554 | 3.5% | $1,120.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.28亿 | 0.27% | 323,806 | 6,128 | 1.9% | $619.90万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.24亿 | 0.27% | 1,521,593 | -90,034 | -5.6% | -$1,918.46万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.21亿 | 0.27% | 6,521,495 | 402,879 | 6.6% | $1,985.41万 | 加仓 |
| MCD | MCDONALDS CORP | $3.21亿 | 0.27% | 1,187,567 | 54,009 | 4.8% | $1,460.11万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.19亿 | 0.27% | 5,347,891 | -833,463 | -13.5% | -$4,974.94万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.18亿 | 0.26% | 633,668 | -15,479 | -2.4% | -$776.12万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.17亿 | 0.26% | 730,517 | 33,377 | 4.8% | $1,446.38万 | 加仓 |
| TSLA | TESLA INC | $3.15亿 | 0.26% | 749,828 | -2,236 | -0.3% | -$94.05万 | 减仓 |
| ADI | ANALOG DEVICES INC | $3.04亿 | 0.25% | 765,432 | -42,874 | -5.3% | -$1,702.99万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3.02亿 | 0.25% | 3,605,788 | 41,437 | 1.2% | $347.04万 | 加仓 |
| CB | CHUBB LIMITED | $2.97亿 | 0.25% | 871,924 | 52,415 | 6.4% | $1,786.11万 | 加仓 |
| YUM | YUM BRANDS INC | $2.92亿 | 0.24% | 1,825,459 | -80,005 | -4.2% | -$1,278.96万 | 减仓 |
| WMB | WILLIAMS COS INC | $2.90亿 | 0.24% | 3,905,784 | 133,294 | 3.5% | $990.91万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $2.87亿 | 0.24% | 1,208,552 | -69,136 | -5.4% | -$1,640.81万 | 减仓 |
| ITOT | ISHARES TR | $2.86亿 | 0.24% | 1,741,348 | 57,923 | 3.4% | $951.50万 | 加仓 |
| LIN | LINDE PLC | $2.86亿 | 0.24% | 550,184 | -6,605 | -1.2% | -$342.79万 | 减仓 |
| PLD | PROLOGIS INC. | $2.85亿 | 0.24% | 2,102,309 | 83,743 | 4.1% | $1,134.48万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.85亿 | 0.24% | 685,447 | -16,568 | -2.4% | -$688.06万 | 减仓 |
| DE | DEERE & CO | $2.80亿 | 0.23% | 441,309 | 17,324 | 4.1% | $1,099.10万 | 加仓 |
| BAC | BANK OF AMER CORP | $2.79亿 | 0.23% | 4,891,596 | -251,855 | -4.9% | -$1,435.07万 | 减仓 |
| MCO | MOODYS CORP | $2.78亿 | 0.23% | 614,280 | -41,640 | -6.3% | -$1,886.00万 | 减仓 |