STIFEL FINANCIAL CORP
ST. LOUIS MO · SEC CIK 0000720672
$1,087.91亿2026Q1 申报市值
3,624持仓数
15.9%前十大占比 · 第一大 2.7%
186 / 131新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABBV 加仓+$2.75亿
YUM 加仓+$2.63亿
AZN 新建仓+$1.35亿
PAYX 加仓+$8,093.93万
VWO 加仓+$7,894.38万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$7.88亿
MSFT 减仓-$1.31亿
AZN 清仓-$1.18亿
JNJ 减仓-$1.01亿
IWD 减仓-$9,625.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBMO | ISHARES TR | $194.84万 | 0.00% | 76,019 | 5,783 | 8.2% | $14.82万 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $195.64万 | 0.00% | 139,743 | -92,256 | -39.8% | -$129.16万 | 减仓 |
| KYIV | KYIVSTAR GROUP LTD | $195.69万 | 0.00% | 193,373 | 75,441 | 64.0% | $76.35万 | 加仓 |
| CNS | COHEN & STEERS INC | $195.98万 | 0.00% | 31,331 | -485 | -1.5% | -$3.03万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $196.16万 | 0.00% | 38,682 | 7,242 | 23.0% | $36.72万 | 加仓 |
| DDWM | WISDOMTREE TR | $196.18万 | 0.00% | 44,476 | -2,083 | -4.5% | -$9.19万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $196.46万 | 0.00% | 88,314 | 378 | 0.4% | $8,409 | 加仓 |
| TENB | TENABLE HLDGS INC | $197.03万 | 0.00% | 116,484 | 43,349 | 59.3% | $73.32万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $197.23万 | 0.00% | 73,292 | 9,752 | 15.3% | $26.24万 | 加仓 |
| HQY | HEALTHEQUITY INC | $197.58万 | 0.00% | 23,642 | -236 | -1.0% | -$1.97万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $197.85万 | 0.00% | 68,340 | 3,791 | 5.9% | $10.98万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $198.62万 | 0.00% | 86,058 | -55,035 | -39.0% | -$127.02万 | 减仓 |
| DTCR | GLOBAL X FDS | $198.88万 | 0.00% | 83,004 | 7,210 | 9.5% | $17.28万 | 加仓 |
| ABCB | AMERIS BANCORP | $198.90万 | 0.00% | 25,502 | -1,353 | -5.0% | -$10.55万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $199.14万 | 0.00% | 30,652 | 574 | 1.9% | $3.73万 | 加仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $199.79万 | 0.00% | 124,169 | 3,968 | 3.3% | $6.38万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $200.14万 | 0.00% | 333,572 | 55,755 | 20.1% | $33.45万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $200.51万 | 0.00% | 331,423 | 4,148 | 1.3% | $2.51万 | 加仓 |
| ECH | ISHARES INC | $200.65万 | 0.00% | 50,465 | -29,685 | -37.0% | -$118.03万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $200.88万 | 0.00% | 88,260 | -2,865 | -3.1% | -$6.52万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $201.38万 | 0.00% | 14,164 | 2,563 | 22.1% | $36.44万 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $201.52万 | 0.00% | 58,058 | 49,258 | 559.8% | $170.97万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $202.11万 | 0.00% | 91,244 | -273 | -0.3% | -$6,047 | 减仓 |
| — | BOEING CO | $203.47万 | 0.00% | 31,361 | 14,683 | 88.0% | $95.26万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $203.86万 | 0.00% | 91,539 | 24,589 | 36.7% | $54.76万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $204.05万 | 0.00% | 23,187 | 1,211 | 5.5% | $10.66万 | 加仓 |
| FORM | FORMFACTOR INC | $204.06万 | 0.00% | 21,039 | -4,556 | -17.8% | -$44.19万 | 减仓 |
| INFY | INFOSYS LTD | $204.10万 | 0.00% | 151,069 | 8,044 | 5.6% | $10.87万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $205.44万 | 0.00% | 36,348 | 4,730 | 15.0% | $26.73万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $205.88万 | 0.00% | 17,212 | 2,051 | 13.5% | $24.53万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $205.90万 | 0.00% | 26,014 | 1,620 | 6.6% | $12.82万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $206.01万 | 0.00% | 97,358 | -8,229 | -7.8% | -$17.41万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $206.45万 | 0.00% | 20,328 | -76,127 | -78.9% | -$773.14万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $206.46万 | 0.00% | 14,889 | -395 | -2.6% | -$5.48万 | 减仓 |
| ARKQ | ARK ETF TR | $206.79万 | 0.00% | 18,383 | 1,192 | 6.9% | $13.41万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $207.08万 | 0.00% | 81,938 | -1,332 | -1.6% | -$3.37万 | 减仓 |
| GAM | GENERAL AMERN INVS CO INC | $207.09万 | 0.00% | 35,417 | 556 | 1.6% | $3.25万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $207.10万 | 0.00% | 57,432 | -11,760 | -17.0% | -$42.41万 | 减仓 |
| GRNJ | TIDAL TRUST III | $207.18万 | 0.00% | 82,839 | 41,624 | 101.0% | $104.10万 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $207.56万 | 0.00% | 181,587 | -6,755 | -3.6% | -$7.72万 | 减仓 |
| IYT | ISHARES TR | $207.65万 | 0.00% | 27,835 | 19,569 | 236.7% | $145.99万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $207.77万 | 0.00% | 13,075 | 404 | 3.2% | $6.42万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $208.95万 | 0.00% | 228,859 | -223,190 | -49.4% | -$203.77万 | 减仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $209.08万 | 0.00% | 156,497 | 125,196 | 400.0% | $167.26万 | 重新持有 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $209.30万 | 0.00% | 164,287 | 23,712 | 16.9% | $30.21万 | 加仓 |
| HDUS | LATTICE STRATEGIES TR | $209.52万 | 0.00% | 33,198 | 1,128 | 3.5% | $7.12万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $210.21万 | 0.00% | 22,584 | -1,763 | -7.2% | -$16.41万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $210.38万 | 0.00% | 48,453 | 202 | 0.4% | $8,771 | 加仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $210.55万 | 0.00% | 880,971 | 105,370 | 13.6% | $25.18万 | 加仓 |
| GRFS | GRIFOLS S A | $211.12万 | 0.00% | 263,243 | 58,024 | 28.3% | $46.54万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $211.24万 | 0.00% | 32,686 | 849 | 2.7% | $5.49万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $211.34万 | 0.00% | 36,703 | 1,423 | 4.0% | $8.19万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $211.39万 | 0.00% | 175,280 | 6,228 | 3.7% | $7.51万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $212.08万 | 0.00% | 20,969 | -8,912 | -29.8% | -$90.14万 | 减仓 |
| GMAB | GENMAB A/S | $212.24万 | 0.00% | 79,105 | 39,174 | 98.1% | $105.10万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $212.25万 | 0.00% | 28,799 | -284 | -1.0% | -$2.09万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $212.34万 | 0.00% | 171,381 | 122,478 | 250.5% | $151.75万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $212.49万 | 0.00% | 35,972 | 3,312 | 10.1% | $19.56万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $212.65万 | 0.00% | 27,481 | 22,704 | 475.3% | $175.68万 | 加仓 |
| COKE | COCA COLA CONS INC | $212.75万 | 0.00% | 11,095 | 7,548 | 212.8% | $144.74万 | 加仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $212.90万 | 0.00% | 255,887 | 182 | 0.1% | $1,514 | 加仓 |
| ZROZ | PIMCO ETF TR | $212.97万 | 0.00% | 33,272 | 1,236 | 3.9% | $7.91万 | 加仓 |
| CNH | CNH INDL N V | $213.05万 | 0.00% | 193,681 | 7,177 | 3.8% | $7.89万 | 加仓 |
| UTZ | UTZ BRANDS INC | $213.16万 | 0.00% | 269,139 | 42,137 | 18.6% | $33.37万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $215.39万 | 0.00% | 138,692 | 7,717 | 5.9% | $11.98万 | 加仓 |
| NTST | NETSTREIT CORP | $215.60万 | 0.00% | 114,500 | 5,172 | 4.7% | $9.74万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $215.73万 | 0.00% | 20,067 | 2,280 | 12.8% | $24.51万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $215.91万 | 0.00% | 10,888 | -5,567 | -33.8% | -$110.40万 | 减仓 |
| DGS | WISDOMTREE TR | $215.95万 | 0.00% | 35,928 | 1,128 | 3.2% | $6.78万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $216.16万 | 0.00% | 64,236 | -3,480 | -5.1% | -$11.71万 | 减仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $216.50万 | 0.00% | 182,236 | 9,542 | 5.5% | $11.34万 | 加仓 |
| GFI | GOLD FIELDS LTD | $216.53万 | 0.00% | 47,694 | 2,007 | 4.4% | $9.11万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $216.70万 | 0.00% | 11,708 | -18 | -0.2% | -$3,332 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $216.91万 | 0.00% | 31,780 | -4,513 | -12.4% | -$30.80万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $217.49万 | 0.00% | 44,586 | -3,940 | -8.1% | -$19.22万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $217.61万 | 0.00% | 392,093 | 110,540 | 39.3% | $61.35万 | 加仓 |
| NXT | NEXTPOWER INC | $217.72万 | 0.00% | 18,060 | -602 | -3.2% | -$7.26万 | 减仓 |
| PJT | PJT PARTNERS INC | $217.83万 | 0.00% | 15,590 | 1,035 | 7.1% | $14.46万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $218.10万 | 0.00% | 57,682 | 7,131 | 14.1% | $26.96万 | 加仓 |
| EQL | ALPS ETF TR | $218.13万 | 0.00% | 45,867 | -90 | -0.2% | -$4,280 | 减仓 |
| KNF | KNIFE RIVER CORP | $218.32万 | 0.00% | 26,738 | -12,249 | -31.4% | -$100.01万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $218.40万 | 0.00% | 100,714 | 729 | 0.7% | $1.58万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $218.74万 | 0.00% | 82,541 | -43,172 | -34.3% | -$114.41万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $218.82万 | 0.00% | 60,199 | -629 | -1.0% | -$2.29万 | 减仓 |
| SSUS | STRATEGY SHS | $219.73万 | 0.00% | 47,065 | 3,403 | 7.8% | $15.89万 | 加仓 |
| UTEN | RBB FD INC | $219.93万 | 0.00% | 50,443 | -7,953 | -13.6% | -$34.68万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD | $220.74万 | 0.00% | 275,920 | 20,195 | 7.9% | $16.16万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $220.80万 | 0.00% | 51,194 | 16,056 | 45.7% | $69.25万 | 加仓 |
| TTEQ | T ROWE PRICE ETF INC | $220.93万 | 0.00% | 73,019 | -24,595 | -25.2% | -$74.42万 | 减仓 |
| POST | POST HLDGS INC | $221.11万 | 0.00% | 22,366 | -17,442 | -43.8% | -$172.43万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $221.15万 | 0.00% | 39,149 | -780 | -2.0% | -$4.41万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $221.19万 | 0.00% | 40,399 | -9,334 | -18.8% | -$51.10万 | 减仓 |
| MATX | MATSON INC | $221.25万 | 0.00% | 13,496 | 6,383 | 89.7% | $104.64万 | 加仓 |
| PGNY | PROGYNY INC | $221.33万 | 0.00% | 130,348 | 59,790 | 84.7% | $101.52万 | 加仓 |
| TCBK | TRICO BANCSHARES | $221.35万 | 0.00% | 46,561 | 1,402 | 3.1% | $6.67万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $221.45万 | 0.00% | 33,711 | 1,281 | 4.0% | $8.42万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $221.45万 | 0.00% | 43,809 | -3,212 | -6.8% | -$16.24万 | 减仓 |
| APPF | APPFOLIO INC | $221.53万 | 0.00% | 14,037 | 5,623 | 66.8% | $88.74万 | 加仓 |
| — | BRT APARTMENTS CORP | $221.70万 | 0.00% | 166,190 | -3,200 | -1.9% | -$4.27万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $221.73万 | 0.00% | 334,428 | 167,942 | 100.9% | $111.35万 | 加仓 |