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 |
|---|---|---|---|---|---|---|---|---|
| HDB | HDFC BANK LTD | $355.07万 | 0.00% | 137,466 | -28,687 | -17.3% | -$74.10万 | 减仓 |
| AYI | ACUITY INC | $355.47万 | 0.00% | 9,437 | 37 | 0.4% | $1.39万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $355.49万 | 0.00% | 207,043 | -543,711 | -72.4% | -$933.55万 | 减仓 |
| TY | TRI CONTL CORP | $356.40万 | 0.00% | 103,544 | -108 | -0.1% | -$3,717 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $356.52万 | 0.00% | 30,160 | -820 | -2.6% | -$9.69万 | 减仓 |
| AZZ | AZZ INC | $357.07万 | 0.00% | 23,029 | -399 | -1.7% | -$6.19万 | 减仓 |
| VSEC | VSE CORP | $357.16万 | 0.00% | 15,630 | 2,372 | 17.9% | $54.20万 | 加仓 |
| — | EA SERIES TRUST | $357.72万 | 0.00% | 68,069 | 421 | 0.6% | $2.21万 | 加仓 |
| TMFC | RBB FD INC | $359.07万 | 0.00% | 47,144 | -5,128 | -9.8% | -$39.06万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $359.60万 | 0.00% | 195,332 | -3,407 | -1.7% | -$6.27万 | 减仓 |
| HUT | HUT 8 CORP | $360.06万 | 0.00% | 31,189 | -52,875 | -62.9% | -$610.42万 | 减仓 |
| CR | CRANE COMPANY | $360.18万 | 0.00% | 16,145 | 2,250 | 16.2% | $50.20万 | 加仓 |
| ILCG | ISHARES TR | $361.79万 | 0.00% | 30,918 | 3,357 | 12.2% | $39.28万 | 加仓 |
| IYY | ISHARES TR | $361.90万 | 0.00% | 19,853 | -183 | -0.9% | -$3.34万 | 减仓 |
| AMBA | AMBARELLA INC | $364.57万 | 0.00% | 42,491 | 15,238 | 55.9% | $130.74万 | 加仓 |
| UGI | UGI CORP NEW | $365.87万 | 0.00% | 105,927 | 617 | 0.6% | $2.13万 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $366.66万 | 0.00% | 107,208 | 23,345 | 27.8% | $79.84万 | 加仓 |
| EZU | ISHARES INC | $366.97万 | 0.00% | 52,801 | 4,378 | 9.0% | $30.43万 | 加仓 |
| OLN | OLIN CORP | $367.16万 | 0.00% | 185,248 | 2,562 | 1.4% | $5.08万 | 加仓 |
| ENFR | ALPS ETF TR | $367.37万 | 0.00% | 96,419 | 6,523 | 7.3% | $24.85万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $367.88万 | 0.00% | 15,782 | -1,452 | -8.4% | -$33.85万 | 减仓 |
| CPT | CAMDEN PPTY TR | $368.20万 | 0.00% | 32,161 | 1,351 | 4.4% | $15.47万 | 加仓 |
| — | ISHARES TR | $368.93万 | 0.00% | 153,561 | 21,186 | 16.0% | $50.90万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $369.18万 | 0.00% | 73,410 | 603 | 0.8% | $3.03万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $369.74万 | 0.00% | 213,597 | 17,860 | 9.1% | $30.92万 | 加仓 |
| KWR | QUAKER HOUGHTON | $370.23万 | 0.00% | 23,292 | 1,208 | 5.5% | $19.20万 | 加仓 |
| RYN | RAYONIER INC | $370.79万 | 0.00% | 174,244 | 36,328 | 26.3% | $77.31万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $371.50万 | 0.00% | 328,470 | 18,938 | 6.1% | $21.42万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $372.34万 | 0.00% | 114,567 | 58,738 | 105.2% | $190.90万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $372.42万 | 0.00% | 77,050 | -5,897 | -7.1% | -$28.50万 | 减仓 |
| DXCM | DEXCOM INC | $372.63万 | 0.00% | 55,327 | -14,657 | -20.9% | -$98.71万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $373.51万 | 0.00% | 81,730 | 30,536 | 59.6% | $139.55万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $373.56万 | 0.00% | 18,746 | 1,590 | 9.3% | $31.68万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $374.21万 | 0.00% | 64,780 | 1,208 | 1.9% | $6.98万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $374.72万 | 0.00% | 41,272 | 3,292 | 8.7% | $29.89万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $374.97万 | 0.00% | 45,980 | 6,994 | 17.9% | $57.04万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $375.13万 | 0.00% | 29,330 | 5,596 | 23.6% | $71.57万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $375.17万 | 0.00% | 27,523 | 15,397 | 127.0% | $209.88万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $375.60万 | 0.00% | 32,895 | -2,961 | -8.3% | -$33.81万 | 减仓 |
| ESGU | ISHARES TR | $377.55万 | 0.00% | 23,068 | -1,054 | -4.4% | -$17.25万 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $377.64万 | 0.00% | 70,851 | 3,579 | 5.3% | $19.08万 | 加仓 |
| IAK | ISHARES TR | $377.94万 | 0.00% | 26,890 | -5,324 | -16.5% | -$74.83万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $377.98万 | 0.00% | 479,664 | 42,061 | 9.6% | $33.14万 | 加仓 |
| PGNY | PROGYNY INC | $378.28万 | 0.00% | 131,210 | 862 | 0.7% | $2.49万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $378.67万 | 0.00% | 75,923 | 6,041 | 8.6% | $30.13万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $378.97万 | 0.00% | 110,877 | 35,981 | 48.0% | $122.98万 | 加仓 |
| FIVE | FIVE BELOW INC | $378.98万 | 0.00% | 21,079 | -3,999 | -15.9% | -$71.90万 | 减仓 |
| HYD | VANECK ETF TRUST | $379.47万 | 0.00% | 73,667 | 2,176 | 3.0% | $11.21万 | 加仓 |
| M | MACYS INC | $380.32万 | 0.00% | 161,494 | -776 | -0.5% | -$1.83万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $380.52万 | 0.00% | 88,123 | -3,995 | -4.3% | -$17.25万 | 减仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $380.86万 | 0.00% | 306,647 | -29,100 | -8.7% | -$36.14万 | 减仓 |
| — | COHEN & STEERS ETF TRUST | $382.47万 | 0.00% | 161,701 | 161,701 | — | $382.47万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $382.55万 | 0.00% | 49,177 | 17,397 | 54.7% | $135.33万 | 加仓 |
| SETM | SPROTT FDS TR | $383.74万 | 0.00% | 123,152 | 7,382 | 6.4% | $23.00万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $383.92万 | 0.00% | 88,034 | 3,124 | 3.7% | $13.62万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $385.89万 | 0.00% | 273,098 | -174,032 | -38.9% | -$245.91万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $385.89万 | 0.00% | 348,910 | 28,857 | 9.0% | $31.92万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $386.33万 | 0.00% | 9,614 | -500 | -4.9% | -$20.09万 | 减仓 |
| AOK | ISHARES TR | $386.99万 | 0.00% | 93,294 | 21,761 | 30.4% | $90.27万 | 加仓 |
| CMF | ISHARES TR | $390.69万 | 0.00% | 67,782 | 5,962 | 9.6% | $34.36万 | 加仓 |
| WHD | CACTUS INC | $390.88万 | 0.00% | 76,298 | -719 | -0.9% | -$3.68万 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $391.16万 | 0.00% | 117,256 | 9,628 | 8.9% | $32.12万 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $391.44万 | 0.00% | 99,302 | -2,818 | -2.8% | -$11.11万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $391.71万 | 0.00% | 62,955 | 5,210 | 9.0% | $32.42万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $391.89万 | 0.00% | 92,844 | -9,719 | -9.5% | -$41.02万 | 减仓 |
| HRB | BLOCK H & R INC | $392.29万 | 0.00% | 103,016 | 7,948 | 8.4% | $30.27万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $392.73万 | 0.00% | 165,640 | 9,575 | 6.1% | $22.70万 | 加仓 |
| ONON | ON HLDG AG | $392.79万 | 0.00% | 110,894 | -18,834 | -14.5% | -$66.71万 | 减仓 |
| ITB | ISHARES TR | $392.87万 | 0.00% | 37,574 | -8,250 | -18.0% | -$86.26万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $394.06万 | 0.00% | 171,667 | 5,426 | 3.3% | $12.46万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $394.34万 | 0.00% | 145,031 | -64,518 | -30.8% | -$175.42万 | 减仓 |
| OUSM | ALPS ETF TR | $394.55万 | 0.00% | 83,028 | -58,538 | -41.4% | -$278.17万 | 减仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $394.64万 | 0.00% | 148,753 | 1,073 | 0.7% | $2.85万 | 加仓 |
| CTRE | CARETRUST REIT INC | $395.00万 | 0.00% | 97,892 | -819 | -0.8% | -$3.30万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $395.67万 | 0.00% | 19,677 | -317 | -1.6% | -$6.37万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $397.28万 | 0.00% | 132,381 | -1,467 | -1.1% | -$4.40万 | 减仓 |
| JBS | JBS N.V. | $397.78万 | 0.00% | 335,679 | 166,766 | 98.7% | $197.62万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $398.44万 | 0.00% | 43,911 | -2,173 | -4.7% | -$19.72万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $399.25万 | 0.00% | 44,734 | -614 | -1.4% | -$5.48万 | 减仓 |
| XOP | SPDR SERIES TRUST | $401.62万 | 0.00% | 26,036 | -13,882 | -34.8% | -$214.14万 | 减仓 |
| AIR | AAR CORP | $401.89万 | 0.00% | 28,118 | 22,771 | 425.9% | $325.46万 | 加仓 |
| ABEV | AMBEV SA | $402.13万 | 0.00% | 1,280,657 | -41,709 | -3.2% | -$13.10万 | 减仓 |
| ELF | E L F BEAUTY INC | $402.41万 | 0.00% | 54,380 | 4,212 | 8.4% | $31.17万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $402.63万 | 0.00% | 312,605 | 8,192 | 2.7% | $10.55万 | 加仓 |
| EPAM | EPAM SYS INC | $402.67万 | 0.00% | 50,745 | -628 | -1.2% | -$4.98万 | 减仓 |
| CAE | CAE INC | $403.00万 | 0.00% | 160,815 | 28,924 | 21.9% | $72.48万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $403.29万 | 0.00% | 50,766 | 14,479 | 39.9% | $115.02万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $403.46万 | 0.00% | 32,481 | 16,803 | 107.2% | $208.72万 | 加仓 |
| PSTL | POSTAL REALTY TRUST INC | $404.17万 | 0.00% | 164,031 | 5,988 | 3.8% | $14.75万 | 加仓 |
| HEGD | LISTED FDS TR | $405.90万 | 0.00% | 152,252 | 17,401 | 12.9% | $46.39万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $406.20万 | 0.00% | 99,461 | 2,696 | 2.8% | $11.01万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $408.51万 | 0.00% | 79,506 | 4,562 | 6.1% | $23.44万 | 加仓 |
| THG | HANOVER INS GROUP INC | $409.57万 | 0.00% | 19,128 | -213 | -1.1% | -$4.56万 | 减仓 |
| SMDV | PROSHARES TR | $409.68万 | 0.00% | 53,185 | 319 | 0.6% | $2.46万 | 加仓 |
| LCII | LCI INDS | $409.80万 | 0.00% | 38,704 | -10,667 | -21.6% | -$112.94万 | 减仓 |
| LAZ | LAZARD INC | $409.93万 | 0.00% | 97,743 | -42,570 | -30.3% | -$178.54万 | 减仓 |
| BOH | BANK HAWAII CORP | $410.19万 | 0.00% | 50,336 | -5,205 | -9.4% | -$42.42万 | 减仓 |
| IMCV | ISHARES TR | $410.45万 | 0.00% | 44,919 | 140 | 0.3% | $1.28万 | 加仓 |
| — | WISDOMTREE TR | $411.14万 | 0.00% | 108,738 | 108,738 | — | $411.14万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $411.29万 | 0.00% | 160,911 | 6,698 | 4.3% | $17.12万 | 加仓 |