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 |
|---|---|---|---|---|---|---|---|---|
| ABVX | ABIVAX SA | $102.65万 | 0.00% | 7,703 | -3,074 | -28.5% | -$40.96万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $102.86万 | 0.00% | 8,635 | -386 | -4.3% | -$4.60万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $102.89万 | 0.00% | 68,185 | 41,241 | 153.1% | $62.23万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $102.98万 | 0.00% | 16,880 | -242 | -1.4% | -$1.48万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $103.06万 | 0.00% | 19,953 | 9,861 | 97.7% | $50.93万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $103.27万 | 0.00% | 166,034 | 45,509 | 37.8% | $28.31万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $103.72万 | 0.00% | 64,464 | 1,220 | 1.9% | $1.96万 | 加仓 |
| IAT | ISHARES TR | $103.89万 | 0.00% | 16,700 | -324 | -1.9% | -$2.02万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $104.07万 | 0.00% | 2,800 | 2,800 | — | $104.07万 | 新建仓 |
| WTMF | WISDOMTREE TR | $104.33万 | 0.00% | 25,539 | 9,005 | 54.5% | $36.79万 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $104.36万 | 0.00% | 20,256 | -5,376 | -21.0% | -$27.70万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $104.43万 | 0.00% | 15,723 | 8,157 | 107.8% | $54.18万 | 加仓 |
| W | WAYFAIR INC | $104.62万 | 0.00% | 11,320 | 164 | 1.5% | $1.52万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $105.12万 | 0.00% | 14,760 | 14,760 | — | $105.12万 | 新建仓 |
| DMC | DEL MONTE CORP | $105.21万 | 0.00% | 37,696 | 3,519 | 10.3% | $9.82万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $105.28万 | 0.00% | 33,215 | 21,137 | 175.0% | $67.00万 | 加仓 |
| CPA | COPA HOLDINGS SA | $105.62万 | 0.00% | 6,787 | -959 | -12.4% | -$14.92万 | 减仓 |
| ISCG | ISHARES TR | $106.07万 | 0.00% | 16,184 | 720 | 4.7% | $4.72万 | 加仓 |
| AUR | AURORA INNOVATION INC | $106.55万 | 0.00% | 156,231 | -406,408 | -72.2% | -$277.17万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $106.57万 | 0.00% | 10,195 | -5,484 | -35.0% | -$57.33万 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $106.58万 | 0.00% | 99,237 | 18,047 | 22.2% | $19.38万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $106.60万 | 0.00% | 79,553 | 8,568 | 12.1% | $11.48万 | 加仓 |
| — | ISHARES INC | $106.86万 | 0.00% | 24,225 | -930 | -3.7% | -$4.10万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $106.95万 | 0.00% | 12,112 | -15,583 | -56.3% | -$137.60万 | 减仓 |
| CART | MAPLEBEAR INC | $107.16万 | 0.00% | 22,631 | -11,629 | -33.9% | -$55.06万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $107.18万 | 0.00% | 16,674 | 576 | 3.6% | $3.70万 | 加仓 |
| CHYM | CHIME FINL INC | $107.32万 | 0.00% | 52,400 | -500 | -0.9% | -$1.02万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $107.32万 | 0.00% | 101,147 | -97,440 | -49.1% | -$103.38万 | 减仓 |
| IWX | ISHARES TR | $107.85万 | 0.00% | 10,256 | -3,505 | -25.5% | -$36.86万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $107.92万 | 0.00% | 13,978 | -1,248 | -8.2% | -$9.64万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $107.94万 | 0.00% | 31,851 | 2,630 | 9.0% | $8.91万 | 加仓 |
| ELMT | ELMET GROUP CO (THE) | $107.98万 | 0.00% | 54,700 | 54,700 | — | $107.98万 | 新建仓 |
| FALN | ISHARES TR | $108.23万 | 0.00% | 39,732 | 1,646 | 4.3% | $4.48万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $108.49万 | 0.00% | 74,055 | -11,018 | -13.0% | -$16.14万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $108.58万 | 0.00% | 33,165 | 14,405 | 76.8% | $47.16万 | 加仓 |
| AEHR | AEHR TEST SYS | $108.59万 | 0.00% | 11,304 | -4,326 | -27.7% | -$41.56万 | 减仓 |
| PEO | ADAM NAT RES FD INC | $108.76万 | 0.00% | 43,997 | 1,095 | 2.6% | $2.71万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $108.77万 | 0.00% | 11,762 | 931 | 8.6% | $8.61万 | 加仓 |
| XES | SPDR SERIES TRUST | $109.07万 | 0.00% | 9,731 | -1,331 | -12.0% | -$14.92万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $109.51万 | 0.00% | 14,121 | 63 | 0.4% | $4,886 | 加仓 |
| REG | REGENCY CTRS CORP | $109.81万 | 0.00% | 13,772 | 2,165 | 18.7% | $17.26万 | 加仓 |
| — | ISHARES TR | $110.34万 | 0.00% | 39,182 | -3,034 | -7.2% | -$8.54万 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $110.63万 | 0.00% | 68,377 | 1,145 | 1.7% | $1.85万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $110.77万 | 0.00% | 63,845 | 2,914 | 4.8% | $5.06万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $111.26万 | 0.00% | 38,406 | -179 | -0.5% | -$5,186 | 减仓 |
| — | GLOBAL X FDS | $111.34万 | 0.00% | 50,288 | 27,498 | 120.7% | $60.88万 | 加仓 |
| MLAB | MESA LABS INC | $111.52万 | 0.00% | 11,202 | -161 | -1.4% | -$1.60万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $111.56万 | 0.00% | 44,252 | 0 | 0.0% | — | 不变 |
| DTH | WISDOMTREE TR | $112.00万 | 0.00% | 20,700 | 14,802 | 251.0% | $80.09万 | 加仓 |
| MLRG | ISHARES TR | $112.01万 | 0.00% | 10,806 | 1,299 | 13.7% | $13.46万 | 加仓 |
| MZTI | MARZETTI COMPANY | $112.11万 | 0.00% | 9,820 | -245 | -2.4% | -$2.80万 | 减仓 |
| BDC | BELDEN INC | $112.31万 | 0.00% | 9,366 | -210 | -2.2% | -$2.52万 | 减仓 |
| SUSL | ISHARES TR | $112.41万 | 0.00% | 8,467 | 541 | 6.8% | $7.18万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $112.53万 | 0.00% | 20,145 | 20,145 | — | $112.53万 | 新建仓 |
| KBDC | KAYNE ANDERSON BDC INC | $112.55万 | 0.00% | 83,186 | 36,290 | 77.4% | $49.10万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $112.84万 | 0.00% | 21,638 | 9,538 | 78.8% | $49.74万 | 加仓 |
| DIOD | DIODES INC | $112.85万 | 0.00% | 10,312 | 10,312 | — | $112.85万 | 新建仓 |
| SBR | SABINE RTY TR | $112.89万 | 0.00% | 15,423 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $112.92万 | 0.00% | 27,596 | -6,111 | -18.1% | -$25.01万 | 减仓 |
| — | ETF SER SOLUTIONS | $113.05万 | 0.00% | 29,335 | -497 | -1.7% | -$1.92万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $113.27万 | 0.00% | 7,618 | 713 | 10.3% | $10.60万 | 加仓 |
| PHR | PHREESIA INC | $113.38万 | 0.00% | 110,188 | 3,826 | 3.6% | $3.94万 | 加仓 |
| DVA | DAVITA INC | $113.42万 | 0.00% | 5,098 | -50 | -1.0% | -$1.11万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $113.68万 | 0.00% | 100,602 | 3,851 | 4.0% | $4.35万 | 加仓 |
| — | REPOSITRAK INC | $113.85万 | 0.00% | 126,503 | -29,772 | -19.1% | -$26.79万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $114.45万 | 0.00% | 235,498 | 1,660 | 0.7% | $8,068 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $114.81万 | 0.00% | 8,073 | 2,348 | 41.0% | $33.39万 | 加仓 |
| CET | CENTRAL SECS CORP | $114.87万 | 0.00% | 21,900 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $114.88万 | 0.00% | 24,942 | -22,142 | -47.0% | -$101.99万 | 减仓 |
| QGRW | WISDOMTREE TR | $114.92万 | 0.00% | 17,404 | 3,533 | 25.5% | $23.33万 | 加仓 |
| — | MICROBOT MED INC | $115.04万 | 0.00% | 589,924 | 16,849 | 2.9% | $3.29万 | 加仓 |
| POWL | POWELL INDS INC | $115.13万 | 0.00% | 4,020 | -966 | -19.4% | -$27.66万 | 减仓 |
| CVSA | COVISTA INC | $115.16万 | 0.00% | 9,238 | -274 | -2.9% | -$3.42万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $115.40万 | 0.00% | 44,721 | -9,326 | -17.3% | -$24.07万 | 减仓 |
| DORM | DORMAN PRODS INC | $115.60万 | 0.00% | 8,472 | -2,071 | -19.6% | -$28.26万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $115.76万 | 0.00% | 99,798 | 14,560 | 17.1% | $16.89万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $115.77万 | 0.00% | 43,116 | -86,549 | -66.7% | -$232.40万 | 减仓 |
| BYD | BOYD GAMING CORP | $115.94万 | 0.00% | 13,126 | 1,299 | 11.0% | $11.47万 | 加仓 |
| PTC | PTC INC | $116.35万 | 0.00% | 10,241 | -2,972 | -22.5% | -$33.76万 | 减仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $116.47万 | 0.00% | 37,327 | 129 | 0.3% | $4,025 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $116.48万 | 0.00% | 78,280 | -361 | -0.5% | -$5,372 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $116.81万 | 0.00% | 31,769 | 7,851 | 32.8% | $28.87万 | 加仓 |
| INTA | INTAPP INC | $116.82万 | 0.00% | 46,337 | -24,774 | -34.8% | -$62.46万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $117.60万 | 0.00% | 40,150 | 4,923 | 14.0% | $14.42万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $117.85万 | 0.00% | 11,163 | -21,679 | -66.0% | -$228.87万 | 减仓 |
| IMCG | ISHARES TR | $118.00万 | 0.00% | 12,003 | -425 | -3.4% | -$4.18万 | 减仓 |
| — | WISDOMTREE TR | $118.30万 | 0.00% | 30,624 | -778 | -2.5% | -$3.01万 | 减仓 |
| DHS | WISDOMTREE TR | $118.33万 | 0.00% | 10,409 | -541 | -4.9% | -$6.15万 | 减仓 |
| — | NUVEEN NY AMT FREE | $118.65万 | 0.00% | 110,684 | -1,624 | -1.4% | -$1.74万 | 减仓 |
| NASA | TEMA ETF TRUST | $118.66万 | 0.00% | 39,060 | 39,060 | — | $118.66万 | 新建仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $118.82万 | 0.00% | 49,297 | 23,370 | 90.1% | $56.33万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $119.20万 | 0.00% | 21,259 | -2,139 | -9.1% | -$11.99万 | 减仓 |
| LGN | LEGENCE CORP | $119.45万 | 0.00% | 14,015 | -4,342 | -23.7% | -$37.01万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $119.50万 | 0.00% | 14,251 | 10,737 | 305.5% | $90.03万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $119.56万 | 0.00% | 12,248 | -341 | -2.7% | -$3.33万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $119.97万 | 0.00% | 124,449 | -14,408 | -10.4% | -$13.89万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $120.21万 | 0.00% | 23,076 | -514 | -2.2% | -$2.68万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $120.54万 | 0.00% | 62,393 | 5,178 | 9.1% | $10.00万 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $120.81万 | 0.00% | 331,906 | 2,712 | 0.8% | $9,872 | 加仓 |
| ABM | ABM INDS INC | $120.82万 | 0.00% | 27,309 | 27,309 | — | $120.82万 | 新建仓 |