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 |
|---|---|---|---|---|---|---|---|---|
| FNF | FIDELITY NATL FINL INC | $413.35万 | 0.00% | 87,649 | 7,199 | 8.9% | $33.95万 | 加仓 |
| MXL | MAXLINEAR INC | $413.91万 | 0.00% | 32,329 | -995 | -3.0% | -$12.74万 | 减仓 |
| PTMC | PACER FDS TR | $414.07万 | 0.00% | 98,987 | 740 | 0.8% | $3.10万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $414.81万 | 0.00% | 51,748 | -1,277 | -2.4% | -$10.24万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $415.06万 | 0.00% | 60,738 | 1,554 | 2.6% | $10.62万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $415.22万 | 0.00% | 55,179 | 14,816 | 36.7% | $111.49万 | 加仓 |
| UTWO | RBB FD INC | $415.38万 | 0.00% | 86,607 | -8,075 | -8.5% | -$38.73万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $415.87万 | 0.00% | 103,424 | 15,290 | 17.3% | $61.48万 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $416.38万 | 0.00% | 94,934 | 1,296 | 1.4% | $5.68万 | 加仓 |
| YOU | CLEAR SECURE INC | $416.69万 | 0.00% | 74,770 | -632 | -0.8% | -$3.52万 | 减仓 |
| ILF | ISHARES TR | $417.36万 | 0.00% | 123,656 | 12,585 | 11.3% | $42.48万 | 加仓 |
| LKQ | LKQ CORP | $417.47万 | 0.00% | 158,553 | 26,146 | 19.7% | $68.84万 | 加仓 |
| ARW | ARROW ELECTRS INC | $417.73万 | 0.00% | 19,574 | 2,702 | 16.0% | $57.66万 | 加仓 |
| ICLR | ICON PUB LTD CO | $419.06万 | 0.00% | 24,124 | 2,525 | 11.7% | $43.86万 | 加仓 |
| RELX | RELX PLC | $419.51万 | 0.00% | 132,467 | -2,042 | -1.5% | -$6.47万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $421.60万 | 0.00% | 694,556 | -107,946 | -13.5% | -$65.52万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $421.96万 | 0.00% | 67,381 | 18,654 | 38.3% | $116.82万 | 加仓 |
| CXT | CRANE NXT CO | $422.20万 | 0.00% | 82,524 | 2,565 | 3.2% | $13.12万 | 加仓 |
| — | PGIM ETF TR | $425.12万 | 0.00% | 36,641 | 16,688 | 83.6% | $193.62万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $425.32万 | 0.00% | 558,895 | 17,605 | 3.3% | $13.40万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $425.59万 | 0.00% | 54,269 | 405 | 0.8% | $3.18万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $425.88万 | 0.00% | 50,845 | -6,135 | -10.8% | -$51.39万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $426.33万 | 0.00% | 134,233 | -70,043 | -34.3% | -$222.46万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $427.54万 | 0.00% | 53,751 | 13,352 | 33.1% | $106.20万 | 加仓 |
| VLTO | VERALTO CORP | $430.12万 | 0.00% | 48,501 | -5,547 | -10.3% | -$49.19万 | 减仓 |
| SKOR | FLEXSHARES TR | $430.38万 | 0.00% | 88,664 | -7,215 | -7.5% | -$35.02万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $431.61万 | 0.00% | 259,301 | 25,489 | 10.9% | $42.43万 | 加仓 |
| MDLN | MEDLINE INC | $432.09万 | 0.00% | 109,557 | 19,344 | 21.4% | $76.29万 | 加仓 |
| USFD | US FOODS HLDG CORP | $432.75万 | 0.00% | 42,322 | 27,830 | 192.0% | $284.56万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $432.77万 | 0.00% | 81,363 | -23,814 | -22.6% | -$126.67万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $433.48万 | 0.00% | 117,665 | 2,684 | 2.3% | $9.89万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $433.57万 | 0.00% | 79,042 | -318,845 | -80.1% | -$1,748.95万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $434.15万 | 0.00% | 72,011 | -1,856 | -2.5% | -$11.19万 | 减仓 |
| IBMR | ISHARES TR | $434.52万 | 0.00% | 171,140 | -1,101 | -0.6% | -$2.80万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $434.92万 | 0.00% | 167,661 | 2,559 | 1.5% | $6.64万 | 加仓 |
| ICOW | PACER FDS TR | $435.98万 | 0.00% | 104,728 | 578 | 0.6% | $2.41万 | 加仓 |
| RL | RALPH LAUREN CORP | $436.54万 | 0.00% | 10,875 | 149 | 1.4% | $5.98万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $436.97万 | 0.00% | 67,165 | 4,536 | 7.2% | $29.51万 | 加仓 |
| GH | GUARDANT HEALTH INC | $437.05万 | 0.00% | 29,131 | -11,756 | -28.8% | -$176.38万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $437.07万 | 0.00% | 79,210 | -427 | -0.5% | -$2.36万 | 减仓 |
| LAD | LITHIA MTRS INC | $438.46万 | 0.00% | 15,091 | -825 | -5.2% | -$23.97万 | 减仓 |
| TLK | TELEKOMUNIKASI IND | $439.36万 | 0.00% | 327,152 | 150,549 | 85.2% | $202.19万 | 加仓 |
| WDFC | WD 40 CO | $439.67万 | 0.00% | 18,045 | 1,109 | 6.5% | $27.02万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $440.06万 | 0.00% | 26,789 | 2,595 | 10.7% | $42.63万 | 加仓 |
| SDOG | ALPS ETF TR | $441.14万 | 0.00% | 64,665 | -49 | -0.1% | -$3,343 | 减仓 |
| UMBF | UMB FINL CORP | $441.82万 | 0.00% | 30,947 | 9,921 | 47.2% | $141.64万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $442.51万 | 0.00% | 221,365 | 28,793 | 15.0% | $57.56万 | 加仓 |
| CAVA | CAVA GROUP INC | $443.88万 | 0.00% | 56,560 | 4,117 | 7.9% | $32.31万 | 加仓 |
| SUSA | ISHARES TR | $444.08万 | 0.00% | 28,780 | -1,072 | -3.6% | -$16.54万 | 减仓 |
| NPO | ENPRO INC | $444.61万 | 0.00% | 11,795 | -333 | -2.7% | -$12.55万 | 减仓 |
| OI | O-I GLASS INC | $445.19万 | 0.00% | 462,297 | -67,393 | -12.7% | -$64.90万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $446.29万 | 0.00% | 39,843 | -3,042 | -7.1% | -$34.07万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $447.33万 | 0.00% | 99,874 | 3,850 | 4.0% | $17.24万 | 加仓 |
| MOS | MOSAIC CO | $447.74万 | 0.00% | 211,298 | 56,657 | 36.6% | $120.06万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $448.27万 | 0.00% | 41,406 | 21,291 | 105.8% | $230.50万 | 加仓 |
| COWG | PACER FDS TR | $448.33万 | 0.00% | 111,671 | -37,863 | -25.3% | -$152.01万 | 减仓 |
| IBMQ | ISHARES TR | $449.64万 | 0.00% | 175,777 | -48,549 | -21.6% | -$124.19万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $451.29万 | 0.00% | 170,297 | 16,755 | 10.9% | $44.40万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $453.04万 | 0.00% | 77,522 | 10,091 | 15.0% | $58.97万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $453.49万 | 0.00% | 98,670 | -6,533 | -6.2% | -$30.03万 | 减仓 |
| CPAI | NORTHERN LTS FD TR III | $453.55万 | 0.00% | 87,288 | 56,317 | 181.8% | $292.62万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $454.42万 | 0.00% | 258,631 | -220,610 | -46.0% | -$387.61万 | 重新持有 |
| JSMD | JANUS DETROIT STR TR | $454.94万 | 0.00% | 44,937 | 7,956 | 21.5% | $80.55万 | 加仓 |
| MUSA | MURPHY USA INC | $455.02万 | 0.00% | 8,444 | -840 | -9.0% | -$45.27万 | 减仓 |
| MGA | MAGNA INTL INC | $455.77万 | 0.00% | 69,410 | -3,615 | -5.0% | -$23.74万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $456.23万 | 0.00% | 41,124 | -2,187 | -5.0% | -$24.26万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $457.90万 | 0.00% | 158,829 | 20,900 | 15.2% | $60.25万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $458.54万 | 0.00% | 66,765 | -488 | -0.7% | -$3.35万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $459.00万 | 0.00% | 68,194 | 13,370 | 24.4% | $89.99万 | 加仓 |
| SYM | SYMBOTIC INC | $459.51万 | 0.00% | 102,226 | 49,583 | 94.2% | $222.88万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $459.95万 | 0.00% | 23,803 | -474 | -2.0% | -$9.16万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $461.90万 | 0.00% | 16,486 | -1,890 | -10.3% | -$52.95万 | 减仓 |
| BCD | ABRDN ETFS | $461.90万 | 0.00% | 135,256 | 6,232 | 4.8% | $21.28万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $462.20万 | 0.00% | 318,096 | 77,516 | 32.2% | $112.63万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $462.35万 | 0.00% | 203,231 | 1,336 | 0.7% | $3.04万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $462.38万 | 0.00% | 21,156 | -631 | -2.9% | -$13.79万 | 减仓 |
| TXO | TXO PARTNERS LP | $462.45万 | 0.00% | 369,957 | 34,644 | 10.3% | $43.31万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $462.67万 | 0.00% | 31,625 | 385 | 1.2% | $5.63万 | 加仓 |
| — | PROFESIONALLY MANAGED PORTFO | $463.90万 | 0.00% | 337,138 | 292,371 | 653.1% | $402.30万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $465.40万 | 0.00% | 31,412 | 4,232 | 15.6% | $62.70万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $465.55万 | 0.00% | 115,207 | 12,268 | 11.9% | $49.57万 | 加仓 |
| CSGP | COSTAR GROUP INC | $465.80万 | 0.00% | 164,476 | -80,737 | -32.9% | -$228.65万 | 减仓 |
| BUSA | 2023 ETF SERIES TRUST | $468.34万 | 0.00% | 118,747 | 21,730 | 22.4% | $85.70万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $471.17万 | 0.00% | 8,696 | -156 | -1.8% | -$8.45万 | 减仓 |
| — | ALPHABET INC | $471.30万 | 0.00% | 92,611 | 92,611 | — | $471.30万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $472.90万 | 0.00% | 25,286 | 2,313 | 10.1% | $43.26万 | 加仓 |
| — | VIRTUS TOTAL RETURN FD INC | $473.00万 | 0.00% | 692,536 | 4,937 | 0.7% | $3.37万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $473.98万 | 0.00% | 17,877 | -567 | -3.1% | -$15.03万 | 减仓 |
| IOO | ISHARES TR | $474.25万 | 0.00% | 34,717 | 5,673 | 19.5% | $77.50万 | 加仓 |
| RGEN | REPLIGEN CORP | $474.42万 | 0.00% | 34,771 | 5,231 | 17.7% | $71.37万 | 加仓 |
| IXC | ISHARES TR | $474.70万 | 0.00% | 96,620 | -4,518 | -4.5% | -$22.20万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $475.01万 | 0.00% | 54,630 | -20,844 | -27.6% | -$181.24万 | 减仓 |
| OKLO | OKLO INC | $475.15万 | 0.00% | 90,798 | 37,952 | 71.8% | $198.60万 | 加仓 |
| CHEF | CHEFS WHSE INC | $476.90万 | 0.00% | 49,625 | -1,052 | -2.1% | -$10.11万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $478.18万 | 0.00% | 428,858 | 32,421 | 8.2% | $36.15万 | 加仓 |
| IWMI | NEOS ETF TRUST | $478.37万 | 0.00% | 89,382 | 25,944 | 40.9% | $138.85万 | 加仓 |
| BRC | BRADY CORP | $478.60万 | 0.00% | 52,264 | -995 | -1.9% | -$9.11万 | 减仓 |
| TENB | TENABLE HLDGS INC | $478.64万 | 0.00% | 129,784 | 13,300 | 11.4% | $49.05万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $479.89万 | 0.00% | 119,584 | -27,887 | -18.9% | -$111.91万 | 减仓 |
| IDGT | ISHARES TR | $482.20万 | 0.00% | 40,271 | 40,271 | — | $482.20万 | 新建仓 |