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 |
|---|---|---|---|---|---|---|---|---|
| XTL | SPDR SERIES TRUST | $483.60万 | 0.00% | 21,258 | 463 | 2.2% | $10.53万 | 加仓 |
| FCN | FTI CONSULTING INC | $483.82万 | 0.00% | 32,469 | 4,699 | 16.9% | $70.02万 | 加仓 |
| CYTK | CYTOKINETICS INC | $484.18万 | 0.00% | 56,834 | 2,390 | 4.4% | $20.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $484.31万 | 0.00% | 131,356 | 4,541 | 3.6% | $16.74万 | 加仓 |
| — | BANK OF AMER CORP | $484.74万 | 0.00% | 3,864 | -1,260 | -24.6% | -$158.07万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $485.13万 | 0.00% | 125,812 | 998 | 0.8% | $3.85万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $485.42万 | 0.00% | 54,148 | 22,110 | 69.0% | $198.21万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $486.01万 | 0.00% | 64,698 | 38,985 | 151.6% | $292.86万 | 加仓 |
| XME | SPDR SERIES TRUST | $486.17万 | 0.00% | 45,462 | 6,593 | 17.0% | $70.51万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $487.13万 | 0.00% | 153,526 | -26,203 | -14.6% | -$83.14万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $487.87万 | 0.00% | 156,872 | 62,996 | 67.1% | $195.92万 | 加仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $488.38万 | 0.00% | 31,849 | -318 | -1.0% | -$4.88万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $489.32万 | 0.00% | 173,702 | 10,393 | 6.4% | $29.28万 | 加仓 |
| SKT | TANGER INC | $490.08万 | 0.00% | 124,165 | -6,972 | -5.3% | -$27.52万 | 减仓 |
| SMTC | SEMTECH CORP | $490.62万 | 0.00% | 30,313 | 14,157 | 87.6% | $229.13万 | 加仓 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $490.85万 | 0.00% | 383,477 | 11,981 | 3.2% | $15.34万 | 加仓 |
| SHC | SOTERA HEALTH CO | $492.29万 | 0.00% | 277,341 | 236,166 | 573.6% | $419.20万 | 加仓 |
| IHI | ISHARES TR | $492.57万 | 0.00% | 99,693 | 32,947 | 49.4% | $162.79万 | 加仓 |
| CMS | CMS ENERGY CORP | $494.51万 | 0.00% | 64,631 | 5,587 | 9.5% | $42.75万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $494.81万 | 0.00% | 40,748 | -51,310 | -55.7% | -$623.06万 | 减仓 |
| CNC | CENTENE CORP DEL | $495.18万 | 0.00% | 77,143 | -1,650 | -2.1% | -$10.59万 | 减仓 |
| IT | GARTNER INC | $497.52万 | 0.00% | 38,383 | -2,444 | -6.0% | -$31.68万 | 减仓 |
| EXPO | EXPONENT INC | $497.73万 | 0.00% | 84,705 | -13,467 | -13.7% | -$79.13万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $498.51万 | 0.00% | 72,678 | 1,560 | 2.2% | $10.70万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $498.91万 | 0.00% | 31,773 | -81 | -0.3% | -$1.27万 | 减仓 |
| IDA | IDACORP INC | $499.11万 | 0.00% | 32,989 | 59 | 0.2% | $8,926 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $502.18万 | 0.00% | 95,576 | 2,817 | 3.0% | $14.80万 | 加仓 |
| KBE | SPDR SERIES TRUST | $503.08万 | 0.00% | 73,743 | -4,369 | -5.6% | -$29.81万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $505.08万 | 0.00% | 19,326 | 2,152 | 12.5% | $56.24万 | 加仓 |
| FRPT | FRESHPET INC | $505.18万 | 0.00% | 85,449 | -652 | -0.8% | -$3.85万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $506.90万 | 0.00% | 81,692 | -26,408 | -24.4% | -$163.86万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $506.97万 | 0.00% | 42,685 | -4,764 | -10.0% | -$56.58万 | 减仓 |
| FORM | FORMFACTOR INC | $507.12万 | 0.00% | 31,709 | 10,670 | 50.7% | $170.65万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $508.43万 | 0.00% | 65,291 | 7,745 | 13.5% | $60.31万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $508.74万 | 0.00% | 66,528 | -5,460 | -7.6% | -$41.75万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $510.26万 | 0.00% | 67,457 | -5,887 | -8.0% | -$44.53万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $511.68万 | 0.00% | 13,723 | 2,691 | 24.4% | $100.34万 | 加仓 |
| IETC | ISHARES U S ETF TR | $511.95万 | 0.00% | 47,690 | 2,235 | 4.9% | $23.99万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $512.08万 | 0.00% | 170,694 | 2,428 | 1.4% | $7.28万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $512.39万 | 0.00% | 91,075 | 1,714 | 1.9% | $9.64万 | 加仓 |
| BXP | BXP INC | $512.87万 | 0.00% | 77,344 | 41,890 | 118.2% | $277.78万 | 加仓 |
| ALLY | ALLY FINL INC | $513.16万 | 0.00% | 111,678 | 80,052 | 253.1% | $367.84万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $514.65万 | 0.00% | 74,409 | -5,686 | -7.1% | -$39.33万 | 减仓 |
| INFL | LISTED FDS TR | $514.77万 | 0.00% | 103,202 | 2,547 | 2.5% | $12.70万 | 加仓 |
| VFC | V F CORP | $515.51万 | 0.00% | 309,061 | -59,041 | -16.0% | -$98.48万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $515.74万 | 0.00% | 231,686 | -1,686 | -0.7% | -$3.75万 | 减仓 |
| IYH | ISHARES TR | $516.73万 | 0.00% | 77,115 | 6,007 | 8.4% | $40.25万 | 加仓 |
| EMBJ | EMBRAER S.A. | $517.38万 | 0.00% | 81,091 | -31,184 | -27.8% | -$198.96万 | 减仓 |
| KEX | KIRBY CORP | $518.46万 | 0.00% | 38,129 | 1,107 | 3.0% | $15.05万 | 加仓 |
| JNK | SPDR SERIES TRUST | $518.47万 | 0.00% | 53,800 | 2,844 | 5.6% | $27.41万 | 加仓 |
| CSHI | NEOS ETF TRUST | $519.82万 | 0.00% | 104,360 | 12,220 | 13.3% | $60.87万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $520.11万 | 0.00% | 22,629 | -2,888 | -11.3% | -$66.38万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $521.00万 | 0.00% | 407,028 | 5,516 | 1.4% | $7.06万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $521.01万 | 0.00% | 201,007 | -265,510 | -56.9% | -$688.20万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $521.11万 | 0.00% | 100,641 | 64 | 0.1% | $3,314 | 加仓 |
| PTNQ | PACER FDS TR | $521.98万 | 0.00% | 58,881 | -21,000 | -26.3% | -$186.16万 | 减仓 |
| QXO | QXO INC | $522.09万 | 0.00% | 302,134 | -2,078 | -0.7% | -$3.59万 | 减仓 |
| QCRH | QCR HLDGS INC | $525.99万 | 0.00% | 54,031 | -519 | -1.0% | -$5.05万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $526.77万 | 0.00% | 272,652 | 9,549 | 3.6% | $18.45万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $528.47万 | 0.00% | 39,272 | -5,876 | -13.0% | -$79.07万 | 减仓 |
| IVLU | ISHARES TR | $530.89万 | 0.00% | 126,947 | -76,843 | -37.7% | -$321.36万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $532.72万 | 0.00% | 77,121 | 3,265 | 4.4% | $22.55万 | 加仓 |
| LASR | NLIGHT INC | $534.06万 | 0.00% | 76,710 | 3,288 | 4.5% | $22.89万 | 加仓 |
| CMPR | CIMPRESS PLC | $534.06万 | 0.00% | 52,513 | -3,054 | -5.5% | -$31.06万 | 减仓 |
| CNO | CNO FINL GROUP INC | $535.05万 | 0.00% | 104,954 | 25,950 | 32.8% | $132.29万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $536.47万 | 0.00% | 101,507 | 8,402 | 9.0% | $44.40万 | 加仓 |
| IVZ | INVESCO LTD | $537.91万 | 0.00% | 203,828 | -37,712 | -15.6% | -$99.52万 | 减仓 |
| TRFK | PACER FDS TR | $538.04万 | 0.00% | 50,425 | 10,685 | 26.9% | $114.01万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $538.19万 | 0.00% | 56,613 | 43,150 | 320.5% | $410.21万 | 加仓 |
| ARKK | ARK ETF TR | $538.29万 | 0.00% | 66,605 | -37,038 | -35.7% | -$299.34万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $538.66万 | 0.00% | 180,454 | 4,720 | 2.7% | $14.09万 | 加仓 |
| CBRE | CBRE GROUP INC | $539.45万 | 0.00% | 40,051 | -14,170 | -26.1% | -$190.86万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $539.72万 | 0.00% | 31,176 | 2,344 | 8.1% | $40.58万 | 加仓 |
| SITM | SITIME CORP | $544.03万 | 0.00% | 7,297 | -486 | -6.2% | -$36.23万 | 减仓 |
| BCE | BCE INC | $546.30万 | 0.00% | 253,976 | 39,503 | 18.4% | $84.97万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $546.79万 | 0.00% | 50,892 | 2,004 | 4.1% | $21.53万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $550.12万 | 0.00% | 40,452 | -3,672 | -8.3% | -$49.94万 | 减仓 |
| P | EVERPURE INC | $551.56万 | 0.00% | 70,003 | -4,201 | -5.7% | -$33.10万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $553.52万 | 0.00% | 206,231 | 3,248 | 1.6% | $8.72万 | 加仓 |
| AAON | AAON INC | $553.95万 | 0.00% | 43,666 | 910 | 2.1% | $11.54万 | 加仓 |
| MLPA | GLOBAL X FDS | $555.31万 | 0.00% | 104,618 | 3,622 | 3.6% | $19.23万 | 加仓 |
| INSM | INSMED INC | $556.15万 | 0.00% | 52,163 | -23,539 | -31.1% | -$250.97万 | 减仓 |
| DXJ | WISDOMTREE TR | $556.56万 | 0.00% | 32,074 | 1,451 | 4.7% | $25.18万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $558.82万 | 0.00% | 96,349 | -627 | -0.6% | -$3.64万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $559.64万 | 0.00% | 196,226 | -12,685 | -6.1% | -$36.18万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $560.29万 | 0.00% | 32,150 | 2,055 | 6.8% | $35.81万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $560.73万 | 0.00% | 261,296 | 12,997 | 5.2% | $27.89万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $563.71万 | 0.00% | 22,026 | 23 | 0.1% | $5,886 | 加仓 |
| EAT | BRINKER INTL INC | $563.74万 | 0.00% | 33,556 | -1,968 | -5.5% | -$33.06万 | 减仓 |
| BG | BUNGE GLOBAL SA | $564.63万 | 0.00% | 52,905 | 1,266 | 2.5% | $13.51万 | 加仓 |
| CNEQ | THE ALGER ETF TRUST | $566.76万 | 0.00% | 137,329 | 97,199 | 242.2% | $401.14万 | 加仓 |
| FBK | FB FINL CORP | $566.79万 | 0.00% | 102,401 | -2,725 | -2.6% | -$15.08万 | 减仓 |
| ITRI | ITRON INC | $567.20万 | 0.00% | 65,549 | 22,553 | 52.5% | $195.15万 | 加仓 |
| WDAY | WORKDAY INC | $567.72万 | 0.00% | 46,375 | -11,065 | -19.3% | -$135.46万 | 减仓 |
| ARMK | ARAMARK | $568.66万 | 0.00% | 99,936 | -3,009 | -2.9% | -$17.12万 | 减仓 |
| BBBS | BONDBLOXX ETF TRUST | $570.56万 | 0.00% | 111,777 | 7,463 | 7.2% | $38.09万 | 加仓 |
| AGI | ALAMOS GOLD INC | $572.30万 | 0.00% | 188,629 | -406 | -0.2% | -$1.23万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $572.50万 | 0.00% | 97,063 | 13,725 | 16.5% | $80.95万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $574.11万 | 0.00% | 34,780 | -3,568 | -9.3% | -$58.90万 | 减仓 |
| FNV | FRANCO NEV CORP | $575.28万 | 0.00% | 27,598 | -2,237 | -7.5% | -$46.63万 | 减仓 |