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 |
|---|---|---|---|---|---|---|---|---|
| AEO | AMERICAN EAGLE OUTFITTERS IN | $54.04万 | 0.00% | 31,418 | -10,466 | -25.0% | -$18.00万 | 重新持有 |
| PBF | PBF ENERGY INC | $54.11万 | 0.00% | 11,886 | -1,732 | -12.7% | -$7.88万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $54.28万 | 0.00% | 20,422 | -6,211 | -23.3% | -$16.51万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $54.30万 | 0.00% | 47,972 | 1,180 | 2.5% | $1.34万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $54.44万 | 0.00% | 16,700 | -52,183 | -75.8% | -$170.12万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $54.49万 | 0.00% | 24,317 | -16,700 | -40.7% | -$37.42万 | 减仓 |
| GQRE | FLEXSHARES TR | $54.50万 | 0.00% | 8,516 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $54.52万 | 0.00% | 59,193 | -1,917 | -3.1% | -$1.77万 | 减仓 |
| THD | ISHARES INC | $54.64万 | 0.00% | 7,565 | -4,036 | -34.8% | -$29.15万 | 减仓 |
| INVH | INVITATION HOMES INC | $54.66万 | 0.00% | 18,093 | -344 | -1.9% | -$1.04万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $54.91万 | 0.00% | 11,502 | 2,473 | 27.4% | $11.80万 | 加仓 |
| PEN | PENUMBRA INC | $54.91万 | 0.00% | 1,739 | -1,439 | -45.3% | -$45.44万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $54.94万 | 0.00% | 24,333 | 3,819 | 18.6% | $8.62万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $55.53万 | 0.00% | 21,549 | 2,872 | 15.4% | $7.40万 | 加仓 |
| ASIX | ADVANSIX INC | $55.55万 | 0.00% | 27,941 | -4,225 | -13.1% | -$8.40万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $55.58万 | 0.00% | 31,922 | -2,837 | -8.2% | -$4.94万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $55.63万 | 0.00% | 2,948 | 290 | 10.9% | $5.47万 | 加仓 |
| NTSK | NETSKOPE INC | $55.70万 | 0.00% | 50,915 | 34,474 | 209.7% | $37.71万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $55.82万 | 0.00% | 15,170 | -2,431 | -13.8% | -$8.94万 | 减仓 |
| — | INVESCO TR INVT GRADE NEW YO | $55.82万 | 0.00% | 48,205 | 557 | 1.2% | $6,450 | 加仓 |
| — | VANECK ETF TRUST | $55.96万 | 0.00% | 12,144 | 292 | 2.5% | $1.35万 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $55.97万 | 0.00% | 27,529 | 7,890 | 40.2% | $16.04万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $56.06万 | 0.00% | 20,242 | 56 | 0.3% | $1,551 | 加仓 |
| OGN | ORGANON & CO | $56.07万 | 0.00% | 41,409 | -156,043 | -79.0% | -$211.29万 | 减仓 |
| NRIM | NORTHRIM BANCORP INC | $56.21万 | 0.00% | 20,261 | 2,233 | 12.4% | $6.20万 | 加仓 |
| NUBD | NUSHARES ETF TR | $56.30万 | 0.00% | 25,436 | 527 | 2.1% | $1.17万 | 加仓 |
| DB | DEUTSCHE BK AG | $56.32万 | 0.00% | 16,683 | -115,000 | -87.3% | -$388.26万 | 减仓 |
| EMBX | VANECK FDS | $56.33万 | 0.00% | 10,978 | -10 | -0.1% | -$513 | 减仓 |
| STUB | STUBHUB HLDGS INC | $56.33万 | 0.00% | 43,769 | 43,769 | — | $56.33万 | 新建仓 |
| WSFS | WSFS FINL CORP | $56.46万 | 0.00% | 7,358 | 28 | 0.4% | $2,148 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $56.56万 | 0.00% | 14,866 | 1,973 | 15.3% | $7.51万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $56.67万 | 0.00% | 4,509 | -4,335 | -49.0% | -$54.48万 | 减仓 |
| PMMF | BLACKROCK ETF TRUST | $56.81万 | 0.00% | 5,663 | 5,663 | — | $56.81万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $56.95万 | 0.00% | 43,080 | -734 | -1.7% | -$9,703 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $56.97万 | 0.00% | 7,043 | 931 | 15.2% | $7.53万 | 加仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $57.07万 | 0.00% | 21,765 | 270 | 1.3% | $7,080 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $57.17万 | 0.00% | 2,521 | -1,200 | -32.2% | -$27.21万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $57.27万 | 0.00% | 6,058 | -111,311 | -94.8% | -$1,052.37万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $57.32万 | 0.00% | 52,832 | -1,207 | -2.2% | -$1.31万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $57.44万 | 0.00% | 11,535 | -2,326 | -16.8% | -$11.58万 | 减仓 |
| — | ATKORE INC | $57.49万 | 0.00% | 7,561 | -162 | -2.1% | -$1.23万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $57.51万 | 0.00% | 12,225 | -401 | -3.2% | -$1.89万 | 减仓 |
| KRT | KARAT PACKAGING INC | $57.53万 | 0.00% | 17,193 | -1,623 | -8.6% | -$5.43万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $57.56万 | 0.00% | 78,847 | -16,797 | -17.6% | -$12.26万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $57.99万 | 0.00% | 20,074 | -28,879 | -59.0% | -$83.42万 | 减仓 |
| KT | KT CORP | $58.15万 | 0.00% | 33,651 | -7,252 | -17.7% | -$12.53万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $58.19万 | 0.00% | 2,232 | 1,013 | 83.1% | $26.41万 | 加仓 |
| CNA | CNA FINL CORP | $58.19万 | 0.00% | 11,971 | -1,045 | -8.0% | -$5.08万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $58.25万 | 0.00% | 19,123 | 40 | 0.2% | $1,218 | 加仓 |
| ANDG | ANDERSEN GROUP INC | $58.25万 | 0.00% | 15,443 | 15,443 | — | $58.25万 | 新建仓 |
| EZPW | EZCORP INC | $58.27万 | 0.00% | 16,856 | -1,139 | -6.3% | -$3.94万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $58.27万 | 0.00% | 16,979 | 4,564 | 36.8% | $15.66万 | 加仓 |
| — | ISHARES TR | $58.40万 | 0.00% | 22,637 | 1,241 | 5.8% | $3.20万 | 加仓 |
| DGII | DIGI INTL INC | $58.43万 | 0.00% | 7,796 | -452 | -5.5% | -$3.39万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $58.46万 | 0.00% | 8,443 | -24,066 | -74.0% | -$166.63万 | 减仓 |
| ALT | ALTIMMUNE INC | $58.48万 | 0.00% | 192,368 | 57,752 | 42.9% | $17.56万 | 加仓 |
| — | CB FINL SVCS INC | $58.57万 | 0.00% | 15,453 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $58.67万 | 0.00% | 4,917 | 671 | 15.8% | $8.01万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $58.68万 | 0.00% | 116,884 | 116,884 | — | $58.68万 | 新建仓 |
| IBHG | ISHARES TR | $58.69万 | 0.00% | 26,580 | 2,709 | 11.3% | $5.98万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $58.89万 | 0.00% | 9,357 | 1,878 | 25.1% | $11.82万 | 加仓 |
| EWU | ISHARES TR | $58.94万 | 0.00% | 12,775 | 3,704 | 40.8% | $17.09万 | 加仓 |
| ARHS | ARHAUS INC | $59.03万 | 0.00% | 70,101 | 2,390 | 3.5% | $2.01万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $59.05万 | 0.00% | 11,581 | 5,008 | 76.2% | $25.54万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $59.24万 | 0.00% | 3,310 | -34 | -1.0% | -$6,085 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $59.50万 | 0.00% | 27,936 | -4,514 | -13.9% | -$9.61万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $59.55万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $59.69万 | 0.00% | 12,705 | -5,500 | -30.2% | -$25.84万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $59.70万 | 0.00% | 46,134 | -114,133 | -71.2% | -$147.69万 | 减仓 |
| AGX | ARGAN INC | $59.70万 | 0.00% | 747 | -599 | -44.5% | -$47.88万 | 减仓 |
| OSS | ONE STOP SYS INC | $59.85万 | 0.00% | 32,920 | -4,993 | -13.2% | -$9.08万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $59.89万 | 0.00% | 35,332 | -1,796 | -4.8% | -$3.04万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $59.89万 | 0.00% | 16,626 | -3,274 | -16.5% | -$11.79万 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $59.93万 | 0.00% | 33,575 | -5,044 | -13.1% | -$9.00万 | 减仓 |
| DLS | WISDOMTREE TR | $59.97万 | 0.00% | 7,157 | 512 | 7.7% | $4.29万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $60.00万 | 0.00% | 40,431 | 20,325 | 101.1% | $30.16万 | 加仓 |
| LADR | LADDER CAP CORP | $60.01万 | 0.00% | 60,314 | 2,050 | 3.5% | $2.04万 | 加仓 |
| AVNT | AVIENT CORPORATION | $60.32万 | 0.00% | 16,319 | 110 | 0.7% | $4,066 | 加仓 |
| NMIH | NMI HLDGS INC | $60.33万 | 0.00% | 14,681 | -377 | -2.5% | -$1.55万 | 减仓 |
| ADUS | ADDUS HOMECARE CORP | $60.44万 | 0.00% | 6,016 | -2,981 | -33.1% | -$29.95万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $60.51万 | 0.00% | 10,102 | 7 | 0.1% | $419 | 加仓 |
| XMTR | XOMETRY INC | $60.58万 | 0.00% | 6,276 | 1,176 | 23.1% | $11.35万 | 加仓 |
| TXUE | THORNBURG ETF TR | $60.63万 | 0.00% | 17,563 | 9,310 | 112.8% | $32.14万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $60.68万 | 0.00% | 10,682 | 157 | 1.5% | $8,919 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $60.87万 | 0.00% | 21,448 | 10,364 | 93.5% | $29.41万 | 加仓 |
| ICFI | ICF INTL INC | $61.03万 | 0.00% | 8,374 | -67 | -0.8% | -$4,883 | 减仓 |
| SHYD | VANECK ETF TRUST | $61.44万 | 0.00% | 26,829 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT ETF TRUST | $61.46万 | 0.00% | 9,775 | -72,822 | -88.2% | -$457.83万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $61.54万 | 0.00% | 7,239 | 96 | 1.3% | $8,161 | 加仓 |
| — | EATON VANCE MUN INCOME TERM | $61.55万 | 0.00% | 32,828 | 1,618 | 5.2% | $3.03万 | 加仓 |
| IPAR | INTERPARFUMS INC | $61.62万 | 0.00% | 5,508 | -320 | -5.5% | -$3.58万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $61.71万 | 0.00% | 3,966 | 154 | 4.0% | $2.40万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $61.87万 | 0.00% | 86,774 | -4,285 | -4.7% | -$3.06万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $61.92万 | 0.00% | 8,364 | -43,489 | -83.9% | -$321.96万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $62.10万 | 0.00% | 27,905 | 13,959 | 100.1% | $31.07万 | 加仓 |
| EG | EVEREST GROUP LTD | $62.11万 | 0.00% | 1,738 | 12 | 0.7% | $4,289 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $62.17万 | 0.00% | 7,846 | -229 | -2.8% | -$1.81万 | 减仓 |
| LMB | LIMBACH HLDGS INC | $62.18万 | 0.00% | 8,075 | 538 | 7.1% | $4.14万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $62.34万 | 0.00% | 5,099 | 1,648 | 47.8% | $20.15万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $62.51万 | 0.00% | 8,921 | 0 | 0.0% | — | 不变 |