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 |
|---|---|---|---|---|---|---|---|---|
| TRU | TRANSUNION | $276.43万 | 0.00% | 38,320 | -4,621 | -10.8% | -$33.33万 | 减仓 |
| DAVE | DAVE INC | $276.57万 | 0.00% | 7,423 | -249 | -3.2% | -$9.28万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $276.63万 | 0.00% | 74,243 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $276.83万 | 0.00% | 24,697 | -49,463 | -66.7% | -$554.43万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $277.37万 | 0.00% | 38,343 | -1,121 | -2.8% | -$8.11万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $277.99万 | 0.00% | 2,176 | 281 | 14.8% | $35.90万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $278.38万 | 0.00% | 97,506 | -599 | -0.6% | -$1.71万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $279.41万 | 0.00% | 36,760 | -2,969 | -7.5% | -$22.57万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $279.47万 | 0.00% | 83,575 | -123,228 | -59.6% | -$412.07万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $279.86万 | 0.00% | 82,458 | -541 | -0.7% | -$1.84万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $279.89万 | 0.00% | 85,438 | 2,897 | 3.5% | $9.49万 | 加仓 |
| IAUX | I-80 GOLD CORP | $280.04万 | 0.00% | 1,944,720 | -849,934 | -30.4% | -$122.39万 | 减仓 |
| WSC | WILLSCOT HLDGS CORP | $280.17万 | 0.00% | 97,079 | 1,012 | 1.1% | $2.92万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $282.45万 | 0.00% | 29,779 | -27,428 | -47.9% | -$260.15万 | 减仓 |
| WULF | TERAWULF INC | $282.74万 | 0.00% | 114,469 | 33,469 | 41.3% | $82.67万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $283.43万 | 0.00% | 72,221 | -10,293 | -12.5% | -$40.39万 | 减仓 |
| — | BRANCHOUT FOOD INC | $283.50万 | 0.00% | 616,300 | 62,031 | 11.2% | $28.53万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $283.55万 | 0.00% | 292,921 | -178,722 | -37.9% | -$173.00万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $283.96万 | 0.00% | 94,558 | 3,314 | 3.6% | $9.95万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $284.79万 | 0.00% | 109,577 | 2,562 | 2.4% | $6.66万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $284.83万 | 0.00% | 167,844 | 2,443 | 1.5% | $4.15万 | 加仓 |
| MTN | VAIL RESORTS INC | $285.04万 | 0.00% | 20,934 | 2,722 | 14.9% | $37.06万 | 加仓 |
| GEF | GREIF INC | $285.42万 | 0.00% | 38,317 | -5,725 | -13.0% | -$42.65万 | 减仓 |
| TUSI | TOUCHSTONE ETF TRUST | $285.51万 | 0.00% | 113,028 | -401 | -0.4% | -$1.01万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $285.88万 | 0.00% | 60,477 | -10,440 | -14.7% | -$49.35万 | 减仓 |
| MOO | VANECK ETF TRUST | $286.12万 | 0.00% | 36,125 | 57 | 0.2% | $4,515 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $286.31万 | 0.00% | 61,987 | 9,228 | 17.5% | $42.62万 | 加仓 |
| USPH | U S PHYSICAL THERAPY | $286.52万 | 0.00% | 41,718 | -14,852 | -26.3% | -$102.00万 | 减仓 |
| VRSN | VERISIGN INC | $286.60万 | 0.00% | 11,392 | 374 | 3.4% | $9.41万 | 加仓 |
| EEMA | ISHARES INC | $286.99万 | 0.00% | 24,537 | -38,792 | -61.3% | -$453.71万 | 减仓 |
| CGAU | CENTERRA GOLD INC | $287.80万 | 0.00% | 181,463 | -73,521 | -28.8% | -$116.60万 | 重新持有 |
| IAGG | ISHARES TR | $287.92万 | 0.00% | 56,898 | -521,399 | -90.2% | -$2,638.42万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $287.93万 | 0.00% | 59,367 | 5,556 | 10.3% | $26.95万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $288.01万 | 0.00% | 25,546 | 5,480 | 27.3% | $61.78万 | 加仓 |
| MINO | PIMCO ETF TR | $288.10万 | 0.00% | 62,959 | 5,808 | 10.2% | $26.58万 | 加仓 |
| WING | WINGSTOP INC | $288.12万 | 0.00% | 16,609 | 346 | 2.1% | $6.00万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $288.41万 | 0.00% | 381,497 | 162,825 | 74.5% | $123.10万 | 加仓 |
| CHAT | TIDAL TRUST II | $288.64万 | 0.00% | 29,250 | 10,583 | 56.7% | $104.43万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $288.80万 | 0.00% | 54,132 | 24,850 | 84.9% | $132.58万 | 加仓 |
| IRMD | IRADIMED CORP | $289.78万 | 0.00% | 30,324 | 1,492 | 5.2% | $14.26万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $290.32万 | 0.00% | 76,278 | 18,846 | 32.8% | $71.73万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS | $290.36万 | 0.00% | 62,430 | 1,891 | 3.1% | $8.80万 | 加仓 |
| BC | BRUNSWICK CORP | $290.46万 | 0.00% | 34,479 | -352 | -1.0% | -$2.97万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $290.47万 | 0.00% | 43,276 | -8,043 | -15.7% | -$53.99万 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $290.57万 | 0.00% | 154,395 | -1,827 | -1.2% | -$3.44万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $290.58万 | 0.00% | 38,071 | 927 | 2.5% | $7.08万 | 加仓 |
| EAGG | ISHARES TR | $290.83万 | 0.00% | 61,344 | -1,754 | -2.8% | -$8.32万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $290.84万 | 0.00% | 109,049 | 48,612 | 80.4% | $129.65万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $291.34万 | 0.00% | 131,886 | 7,869 | 6.3% | $17.38万 | 加仓 |
| DDS | DILLARDS INC | $291.42万 | 0.00% | 5,512 | 158 | 3.0% | $8.35万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $291.68万 | 0.00% | 75,584 | 23,275 | 44.5% | $89.82万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $292.49万 | 0.00% | 38,740 | 654 | 1.7% | $4.94万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $292.66万 | 0.00% | 42,037 | 31,987 | 318.3% | $222.69万 | 重新持有 |
| EOLS | EVOLUS INC | $293.68万 | 0.00% | 423,174 | -35,222 | -7.7% | -$24.44万 | 减仓 |
| WT | WISDOMTREE INC | $294.16万 | 0.00% | 173,648 | -4,669 | -2.6% | -$7.91万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $295.25万 | 0.00% | 22,183 | -485 | -2.1% | -$6.46万 | 减仓 |
| FTV | FORTIVE CORP | $295.31万 | 0.00% | 48,341 | -17,107 | -26.1% | -$104.51万 | 减仓 |
| KGC | KINROSS GOLD CORP | $296.58万 | 0.00% | 125,563 | 95,008 | 310.9% | $224.41万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $296.88万 | 0.00% | 78,150 | 11,388 | 17.1% | $43.26万 | 加仓 |
| AGCO | AGCO CORP | $297.40万 | 0.00% | 24,845 | -3,330 | -11.8% | -$39.86万 | 减仓 |
| INGR | INGREDION INC | $298.06万 | 0.00% | 31,444 | 10,336 | 49.0% | $97.97万 | 加仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $298.58万 | 0.00% | 155,674 | 9,923 | 6.8% | $19.03万 | 加仓 |
| KYIV | KYIVSTAR GROUP LTD | $299.19万 | 0.00% | 185,025 | -8,348 | -4.3% | -$13.50万 | 减仓 |
| DOCU | DOCUSIGN INC | $300.09万 | 0.00% | 67,558 | -23,766 | -26.0% | -$105.57万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $300.40万 | 0.00% | 33,098 | 1,657 | 5.3% | $15.04万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $300.63万 | 0.00% | 220,563 | -13,043 | -5.6% | -$17.78万 | 减仓 |
| RONB | BARON ETF TR | $300.81万 | 0.00% | 123,284 | 72,224 | 141.4% | $176.23万 | 加仓 |
| IBTO | ISHARES TR | $300.85万 | 0.00% | 124,670 | -10,713 | -7.9% | -$25.85万 | 减仓 |
| ASH | ASHLAND INC | $301.20万 | 0.00% | 45,712 | 472 | 1.0% | $3.11万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $301.25万 | 0.00% | 226,336 | 50,011 | 28.4% | $66.56万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $301.51万 | 0.00% | 32,264 | 9,077 | 39.1% | $84.83万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $301.54万 | 0.00% | 98,510 | 58,902 | 148.7% | $180.30万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $303.12万 | 0.00% | 85,025 | 19,625 | 30.0% | $69.96万 | 加仓 |
| CCNE | CNB FINL CORP PA | $303.24万 | 0.00% | 89,955 | 9,372 | 11.6% | $31.59万 | 加仓 |
| PSUS | PERSHING SQUARE USA LTD | $303.34万 | 0.00% | 81,150 | 81,150 | — | $303.34万 | 新建仓 |
| GRNJ | TIDAL TRUST III | $303.90万 | 0.00% | 96,661 | 13,822 | 16.7% | $43.46万 | 加仓 |
| LOGI | LOGITECH INTL S A | $304.15万 | 0.00% | 32,343 | -1,093 | -3.3% | -$10.28万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $304.56万 | 0.00% | 348,064 | 119,205 | 52.1% | $104.31万 | 加仓 |
| KMX | CARMAX INC | $304.94万 | 0.00% | 57,656 | -34,008 | -37.1% | -$179.87万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $305.09万 | 0.00% | 35,348 | 11,196 | 46.4% | $96.63万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $305.77万 | 0.00% | 54,692 | -6,616 | -10.8% | -$36.99万 | 减仓 |
| MMSI | MERIT MED SYS INC | $305.92万 | 0.00% | 44,119 | -934 | -2.1% | -$6.48万 | 减仓 |
| KOPN | KOPIN CORP | $306.01万 | 0.00% | 683,050 | -167,875 | -19.7% | -$75.21万 | 减仓 |
| CHE | CHEMED CORP NEW | $306.06万 | 0.00% | 6,571 | -7,122 | -52.0% | -$331.72万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $306.38万 | 0.00% | 205,488 | 12,107 | 6.3% | $18.05万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $306.59万 | 0.00% | 132,380 | 34,412 | 35.1% | $79.70万 | 加仓 |
| — | FRANKLIN UNVL TR | $306.64万 | 0.00% | 380,210 | -2,910 | -0.8% | -$2.35万 | 减仓 |
| RBLX | ROBLOX CORP | $306.76万 | 0.00% | 56,410 | -28,907 | -33.9% | -$157.20万 | 减仓 |
| NICE | NICE LTD | $307.23万 | 0.00% | 33,817 | 3,403 | 11.2% | $30.92万 | 加仓 |
| ESLT | ELBIT SYS LTD | $307.54万 | 0.00% | 4,053 | 92 | 2.3% | $6.98万 | 加仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $307.70万 | 0.00% | 20,642 | -35 | -0.2% | -$5,217 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $307.71万 | 0.00% | 40,069 | -30,776 | -43.4% | -$236.34万 | 减仓 |
| SARO | STANDARDAERO INC | $307.72万 | 0.00% | 102,883 | 102,883 | — | $307.72万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $308.30万 | 0.00% | 121,185 | -138,684 | -53.4% | -$352.81万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $309.32万 | 0.00% | 60,998 | 6,999 | 13.0% | $35.49万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $309.38万 | 0.00% | 65,624 | 39,804 | 154.2% | $187.66万 | 加仓 |
| ALMS | ALUMIS INC | $309.75万 | 0.00% | 110,075 | -99,654 | -47.5% | -$280.43万 | 减仓 |
| MHK | MOHAWK INDS INC | $309.77万 | 0.00% | 25,531 | 6,953 | 37.4% | $84.36万 | 加仓 |
| WTAI | WISDOMTREE TR | $310.07万 | 0.00% | 65,320 | 304 | 0.5% | $1.44万 | 加仓 |
| URNM | SPROTT FDS TR | $310.16万 | 0.00% | 58,976 | -7,775 | -11.6% | -$40.89万 | 减仓 |