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 |
|---|---|---|---|---|---|---|---|---|
| TROX | TRONOX HOLDINGS PLC | $189.68万 | 0.00% | 301,084 | -33,680 | -10.1% | -$21.22万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $189.78万 | 0.00% | 183,359 | 11,978 | 7.0% | $12.40万 | 加仓 |
| IMAX | IMAX CORP | $189.82万 | 0.00% | 47,621 | 17,588 | 58.6% | $70.11万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $189.91万 | 0.00% | 129,719 | 20,721 | 19.0% | $30.34万 | 加仓 |
| IX | ORIX CORP | $190.15万 | 0.00% | 49,987 | 22,684 | 83.1% | $86.29万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $190.73万 | 0.00% | 26,128 | 1,203 | 4.8% | $8.78万 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $190.80万 | 0.00% | 39,875 | 8,500 | 27.1% | $40.67万 | 加仓 |
| OUST | OUSTER INC | $191.66万 | 0.00% | 30,654 | 8,235 | 36.7% | $51.49万 | 加仓 |
| UTEN | RBB FD INC | $191.66万 | 0.00% | 44,366 | -6,077 | -12.0% | -$26.25万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $192.38万 | 0.00% | 133,785 | -41,513 | -23.7% | -$59.70万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $192.70万 | 0.00% | 15,630 | 1,010 | 6.9% | $12.45万 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $192.85万 | 0.00% | 15,258 | -3,425 | -18.3% | -$43.29万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $193.34万 | 0.00% | 42,426 | 35,449 | 508.1% | $161.55万 | 加仓 |
| NVR | NVR INC | $193.50万 | 0.00% | 284 | -221 | -43.8% | -$150.57万 | 减仓 |
| IGRO | ISHARES TR | $193.53万 | 0.00% | 22,009 | 104 | 0.5% | $9,145 | 加仓 |
| HYBB | ISHARES TR | $193.96万 | 0.00% | 41,472 | -1,147,869 | -96.5% | -$5,368.59万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $194.25万 | 0.00% | 31,679 | 217 | 0.7% | $1.33万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $194.33万 | 0.00% | 108,384 | 41,726 | 62.6% | $74.81万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $194.38万 | 0.00% | 6,271 | 1,256 | 25.0% | $38.93万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $194.65万 | 0.00% | 87,681 | -633 | -0.7% | -$1.41万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $194.94万 | 0.00% | 9,454 | 345 | 3.8% | $7.11万 | 加仓 |
| KEN | KENON HLDGS LTD | $195.20万 | 0.00% | 29,196 | 78 | 0.3% | $5,215 | 加仓 |
| IQDG | WISDOMTREE TR | $195.23万 | 0.00% | 45,319 | 2,679 | 6.3% | $11.54万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $195.35万 | 0.00% | 103,194 | -64,626 | -38.5% | -$122.34万 | 减仓 |
| CTS | CTS CORP | $195.46万 | 0.00% | 29,983 | 14,226 | 90.3% | $92.74万 | 加仓 |
| ECH | ISHARES INC | $195.58万 | 0.00% | 49,265 | -1,200 | -2.4% | -$4.76万 | 减仓 |
| XSW | SPDR SERIES TRUST | $195.65万 | 0.00% | 11,388 | -2,167 | -16.0% | -$37.23万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $195.72万 | 0.00% | 7,983 | 5,690 | 248.1% | $139.50万 | 加仓 |
| RMR | RMR GROUP INC | $195.85万 | 0.00% | 95,395 | -8,036 | -7.8% | -$16.50万 | 减仓 |
| GQI | NATIXIS ETF TR | $196.14万 | 0.00% | 33,149 | 33,149 | — | $196.14万 | 新建仓 |
| GRFS | GRIFOLS S A | $196.23万 | 0.00% | 277,160 | 13,917 | 5.3% | $9.85万 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $196.44万 | 0.00% | 128,057 | -305,016 | -70.4% | -$467.89万 | 减仓 |
| POST | POST HLDGS INC | $196.51万 | 0.00% | 22,265 | -101 | -0.5% | -$8,914 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $196.58万 | 0.00% | 183,373 | 19,086 | 11.6% | $20.46万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $197.06万 | 0.00% | 233,484 | -22,403 | -8.8% | -$18.91万 | 减仓 |
| IBMO | ISHARES TR | $197.28万 | 0.00% | 76,943 | 924 | 1.2% | $2.37万 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $197.53万 | 0.00% | 59,151 | -3,181 | -5.1% | -$10.62万 | 减仓 |
| MATX | MATSON INC | $197.54万 | 0.00% | 10,276 | -3,220 | -23.9% | -$61.90万 | 减仓 |
| APPF | APPFOLIO INC | $197.63万 | 0.00% | 12,325 | -1,712 | -12.2% | -$27.45万 | 减仓 |
| LDUR | PIMCO ETF TR | $197.86万 | 0.00% | 20,694 | 3,379 | 19.5% | $32.31万 | 加仓 |
| CRVL | CORVEL CORP | $197.92万 | 0.00% | 31,657 | -9,632 | -23.3% | -$60.22万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $198.29万 | 0.00% | 43,267 | 21,976 | 103.2% | $100.72万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $198.37万 | 0.00% | 47,484 | 2,636 | 5.9% | $11.01万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $198.79万 | 0.00% | 163,207 | -1,000 | -0.6% | -$1.22万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $198.80万 | 0.00% | 154,354 | 12,373 | 8.7% | $15.94万 | 加仓 |
| JOYY | JOYY INC | $198.99万 | 0.00% | 30,154 | -550 | -1.8% | -$3.63万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $199.14万 | 0.00% | 343,350 | 11,927 | 3.6% | $6.92万 | 加仓 |
| SKY | CHAMPION HOMES INC | $199.36万 | 0.00% | 22,624 | 2,910 | 14.8% | $25.64万 | 加仓 |
| — | ARCOSA INC | $199.47万 | 0.00% | 13,696 | 127 | 0.9% | $1.85万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $199.93万 | 0.00% | 197,555 | -1,366 | -0.7% | -$1.38万 | 减仓 |
| FSLR | FIRST SOLAR INC | $200.06万 | 0.00% | 8,479 | 1,735 | 25.7% | $40.94万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $200.08万 | 0.00% | 45,730 | 7,982 | 21.1% | $34.92万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $200.18万 | 0.00% | 13,351 | -237 | -1.7% | -$3.55万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $200.26万 | 0.00% | 29,669 | -983 | -3.2% | -$6.64万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $200.43万 | 0.00% | 5,726 | -224 | -3.8% | -$7.84万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $200.66万 | 0.00% | 955,524 | 74,553 | 8.5% | $15.66万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $200.95万 | 0.00% | 32,969 | 283 | 0.9% | $1.72万 | 加仓 |
| U | UNITY SOFTWARE INC | $201.02万 | 0.00% | 70,335 | 54,203 | 336.0% | $154.91万 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $201.48万 | 0.00% | 80,690 | 6,447 | 8.7% | $16.10万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $201.71万 | 0.00% | 426,441 | -51,058 | -10.7% | -$24.15万 | 减仓 |
| ZYME | ZYMEWORKS INC | $201.84万 | 0.00% | 77,214 | 458 | 0.6% | $1.20万 | 加仓 |
| GAP | GAP INC | $201.89万 | 0.00% | 108,077 | 172 | 0.2% | $3,213 | 加仓 |
| KNF | KNIFE RIVER CORP | $202.01万 | 0.00% | 24,149 | -2,589 | -9.7% | -$21.66万 | 减仓 |
| UTZ | UTZ BRANDS INC | $202.03万 | 0.00% | 262,367 | -6,772 | -2.5% | -$5.21万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $202.03万 | 0.00% | 76,571 | 37,138 | 94.2% | $97.99万 | 加仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $202.36万 | 0.00% | 49,380 | 49,380 | — | $202.36万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $202.44万 | 0.00% | 24,292 | -2,071 | -7.9% | -$17.26万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $202.49万 | 0.00% | 11,178 | -54,054 | -82.9% | -$979.19万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $202.67万 | 0.00% | 41,668 | -2,311 | -5.3% | -$11.24万 | 减仓 |
| MHO | M/I HOMES INC | $203.09万 | 0.00% | 12,631 | 1,282 | 11.3% | $20.61万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $203.15万 | 0.00% | 15,803 | 200 | 1.3% | $2.57万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $203.16万 | 0.00% | 165,171 | -16,416 | -9.0% | -$20.19万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $204.15万 | 0.00% | 103,840 | 91,340 | 730.7% | $179.57万 | 加仓 |
| CNXC | CONCENTRIX CORP | $204.36万 | 0.00% | 91,209 | -108,968 | -54.4% | -$244.15万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $204.51万 | 0.00% | 243,461 | -22,047 | -8.3% | -$18.52万 | 减仓 |
| CNMD | CONMED CORP | $204.71万 | 0.00% | 62,544 | 12,422 | 24.8% | $40.66万 | 加仓 |
| KCE | SPDR SERIES TRUST | $204.83万 | 0.00% | 13,911 | 376 | 2.8% | $5.54万 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $205.22万 | 0.00% | 105,079 | -2,718 | -2.5% | -$5.31万 | 减仓 |
| MLN | VANECK ETF TRUST | $205.40万 | 0.00% | 115,524 | -173,283 | -60.0% | -$308.10万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $205.94万 | 0.00% | 20,328 | -641 | -3.1% | -$6.49万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $205.98万 | 0.00% | 44,403 | 1,701 | 4.0% | $7.89万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $206.55万 | 0.00% | 80,714 | 6,783 | 9.2% | $17.36万 | 加仓 |
| BUG | GLOBAL X FDS | $206.97万 | 0.00% | 54,193 | 15,816 | 41.2% | $60.40万 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $207.07万 | 0.00% | 53,095 | 53,095 | — | $207.07万 | 新建仓 |
| EEMV | ISHARES INC | $207.13万 | 0.00% | 27,514 | 982 | 3.7% | $7.39万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $207.15万 | 0.00% | 50,934 | 5,629 | 12.4% | $22.89万 | 加仓 |
| IONQ | IONQ INC | $207.23万 | 0.00% | 38,909 | -2,994 | -7.1% | -$15.95万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $207.44万 | 0.00% | 31,274 | 1,795 | 6.1% | $11.91万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $207.68万 | 0.00% | 17,021 | 6,816 | 66.8% | $83.16万 | 加仓 |
| TBG | EA SERIES TRUST | $208.75万 | 0.00% | 57,255 | 6,967 | 13.9% | $25.40万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $209.15万 | 0.00% | 16,499 | -713 | -4.1% | -$9.04万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $209.37万 | 0.00% | 32,482 | -12,301 | -27.5% | -$79.29万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $209.67万 | 0.00% | 35,892 | -80 | -0.2% | -$4,673 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $209.88万 | 0.00% | 203,570 | -144 | -0.1% | -$1,485 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $210.01万 | 0.00% | 258,953 | -19,847 | -7.1% | -$16.10万 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $210.35万 | 0.00% | 132,464 | -600 | -0.5% | -$9,528 | 减仓 |
| CRBG | COREBRIDGE FINL INC | $210.73万 | 0.00% | 73,605 | -1,184 | -1.6% | -$3.39万 | 减仓 |
| ISHG | ISHARES TR | $211.01万 | 0.00% | 28,421 | 23,123 | 436.4% | $171.67万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $211.34万 | 0.00% | 47,526 | 4,321 | 10.0% | $19.21万 | 加仓 |
| NXT | NEXTPOWER INC | $211.86万 | 0.00% | 17,782 | -278 | -1.5% | -$3.31万 | 减仓 |