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 |
|---|---|---|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $824.17万 | 0.01% | 116,277 | -16,973 | -12.7% | -$120.31万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $824.36万 | 0.01% | 110,194 | -854 | -0.8% | -$6.39万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $825.66万 | 0.01% | 203,465 | 124,391 | 157.3% | $504.78万 | 加仓 |
| IYK | ISHARES TR | $825.94万 | 0.01% | 113,672 | 95,989 | 542.8% | $697.46万 | 加仓 |
| LEN | LENNAR CORP | $827.83万 | 0.01% | 91,478 | -2,137 | -2.3% | -$19.34万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $827.87万 | 0.01% | 104,854 | 854 | 0.8% | $6.74万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $830.42万 | 0.01% | 57,146 | -24,983 | -30.4% | -$363.04万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $830.53万 | 0.01% | 157,745 | -9,805 | -5.9% | -$51.62万 | 减仓 |
| XPEL | XPEL INC | $831.56万 | 0.01% | 167,654 | 167,654 | — | $831.56万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $832.39万 | 0.01% | 143,020 | -974 | -0.7% | -$5.67万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $834.48万 | 0.01% | 164,139 | -41,598 | -20.2% | -$211.48万 | 减仓 |
| HLNE | HAMILTON LANE INC | $835.94万 | 0.01% | 106,043 | -7,110 | -6.3% | -$56.05万 | 减仓 |
| TILE | INTERFACE INC | $837.34万 | 0.01% | 233,630 | 38,678 | 19.8% | $138.62万 | 加仓 |
| RMD | RESMED INC | $837.45万 | 0.01% | 42,967 | -22,416 | -34.3% | -$436.90万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $840.18万 | 0.01% | 53,863 | 1,383 | 2.6% | $21.57万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $840.25万 | 0.01% | 29,201 | 7,713 | 35.9% | $221.94万 | 加仓 |
| NWG | NATWEST GROUP PLC | $841.11万 | 0.01% | 477,093 | 82,196 | 20.8% | $144.91万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $842.25万 | 0.01% | 159,274 | -14,771 | -8.5% | -$78.11万 | 减仓 |
| BSY | BENTLEY SYS INC | $844.30万 | 0.01% | 282,467 | 70 | 0.0% | $2,092 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $844.53万 | 0.01% | 85,591 | 32,828 | 62.2% | $323.92万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $847.08万 | 0.01% | 210,558 | 2,331 | 1.1% | $9.38万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $847.10万 | 0.01% | 92,122 | 20,091 | 27.9% | $184.75万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $848.53万 | 0.01% | 412,706 | 24,171 | 6.2% | $49.70万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $849.41万 | 0.01% | 110,485 | 2,434 | 2.3% | $18.71万 | 加仓 |
| SSD | SIMPSON MFG INC | $852.27万 | 0.01% | 40,710 | -6,118 | -13.1% | -$128.08万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $853.69万 | 0.01% | 53,255 | -26,753 | -33.4% | -$428.86万 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $855.43万 | 0.01% | 572,578 | 8,484 | 1.5% | $12.68万 | 加仓 |
| ENTG | ENTEGRIS INC | $857.69万 | 0.01% | 47,686 | 2,069 | 4.5% | $37.21万 | 加仓 |
| DLN | WISDOMTREE TR | $858.69万 | 0.01% | 89,149 | -1,923 | -2.1% | -$18.52万 | 减仓 |
| AVY | AVERY DENNISON CORP | $860.50万 | 0.01% | 53,002 | 34,224 | 182.3% | $555.63万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $863.43万 | 0.01% | 59,547 | 4,254 | 7.7% | $61.68万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $863.78万 | 0.01% | 90,839 | -4,456 | -4.7% | -$42.37万 | 减仓 |
| MKL | MARKEL GROUP INC | $865.57万 | 0.01% | 4,432 | -5 | -0.1% | -$9,765 | 减仓 |
| MLI | MUELLER INDS INC | $865.66万 | 0.01% | 70,409 | 28,620 | 68.5% | $351.88万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $865.68万 | 0.01% | 53,865 | 627 | 1.2% | $10.08万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $865.81万 | 0.01% | 26,252 | -1,295 | -4.7% | -$42.71万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $866.34万 | 0.01% | 46,122 | 568 | 1.2% | $10.67万 | 加仓 |
| HAL | HALLIBURTON CO | $869.33万 | 0.01% | 256,066 | 9,931 | 4.0% | $33.72万 | 加仓 |
| BKH | BLACK HILLS CORP | $871.83万 | 0.01% | 117,181 | 412 | 0.4% | $3.07万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $872.38万 | 0.01% | 155,285 | 6,080 | 4.1% | $34.16万 | 加仓 |
| HUBB | HUBBELL INC | $873.28万 | 0.01% | 16,689 | 4,850 | 41.0% | $253.78万 | 加仓 |
| SEIC | SEI INVTS CO | $875.46万 | 0.01% | 99,780 | -1,438 | -1.4% | -$12.62万 | 减仓 |
| BIIB | BIOGEN INC | $875.82万 | 0.01% | 40,536 | -402 | -1.0% | -$8.69万 | 减仓 |
| IYG | ISHARES TR | $876.23万 | 0.01% | 96,853 | -398 | -0.4% | -$3.60万 | 减仓 |
| NUSC | NUSHARES ETF TR | $881.79万 | 0.01% | 169,185 | 1,436 | 0.9% | $7.48万 | 加仓 |
| VIRT | VIRTU FINL INC | $882.01万 | 0.01% | 148,058 | -9,654 | -6.1% | -$57.51万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $882.04万 | 0.01% | 172,240 | 21,168 | 14.0% | $108.40万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $883.14万 | 0.01% | 49,980 | -49,336 | -49.7% | -$871.76万 | 减仓 |
| GMED | GLOBUS MED INC | $884.32万 | 0.01% | 111,925 | 4,826 | 4.5% | $38.13万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $884.48万 | 0.01% | 38,430 | -6,778 | -15.0% | -$156.00万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $888.69万 | 0.01% | 88,957 | 9,009 | 11.3% | $90.00万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $893.22万 | 0.01% | 131,141 | 38,763 | 42.0% | $264.02万 | 加仓 |
| NRG | NRG ENERGY INC | $896.79万 | 0.01% | 61,395 | -12,021 | -16.4% | -$175.59万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $899.04万 | 0.01% | 63,361 | -2,496 | -3.8% | -$35.42万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $904.58万 | 0.01% | 71,788 | -4,942 | -6.4% | -$62.27万 | 减仓 |
| FTI | TECHNIPFMC PLC | $904.74万 | 0.01% | 136,461 | 24,052 | 21.4% | $159.46万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $904.74万 | 0.01% | 4,344 | -72 | -1.6% | -$15.00万 | 减仓 |
| PNR | PENTAIR PLC | $904.87万 | 0.01% | 118,035 | 2,511 | 2.2% | $19.25万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $905.41万 | 0.01% | 197,816 | -6,157 | -3.0% | -$28.18万 | 减仓 |
| TWLO | TWILIO INC | $906.49万 | 0.01% | 43,934 | 14,777 | 50.7% | $304.89万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $908.23万 | 0.01% | 118,630 | 763 | 0.6% | $5.84万 | 加仓 |
| ARTY | ISHARES TR | $913.04万 | 0.01% | 119,880 | 60,404 | 101.6% | $460.05万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $913.60万 | 0.01% | 720,508 | 36,266 | 5.3% | $45.99万 | 加仓 |
| DRS | LEONARDO DRS INC | $917.32万 | 0.01% | 214,981 | -25,612 | -10.6% | -$109.29万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $917.57万 | 0.01% | 757,076 | 26,484 | 3.6% | $32.10万 | 加仓 |
| ICVT | ISHARES TR | $920.72万 | 0.01% | 75,630 | -18,923 | -20.0% | -$230.37万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $920.74万 | 0.01% | 205,293 | -4,220 | -2.0% | -$18.93万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $921.51万 | 0.01% | 193,151 | 1,993 | 1.0% | $9.51万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $921.86万 | 0.01% | 319,480 | 58,565 | 22.4% | $168.99万 | 加仓 |
| TECK | TECK RESOURCES LTD | $924.36万 | 0.01% | 155,459 | -7,604 | -4.7% | -$45.21万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $931.00万 | 0.01% | 34,824 | 9,022 | 35.0% | $241.20万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $931.99万 | 0.01% | 257,952 | 72,992 | 39.5% | $263.72万 | 加仓 |
| OSK | OSHKOSH CORP | $932.19万 | 0.01% | 60,738 | -3,543 | -5.5% | -$54.38万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $933.29万 | 0.01% | 84,636 | -12,459 | -12.8% | -$137.39万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $934.00万 | 0.01% | 398,460 | 3,352 | 0.8% | $7.86万 | 加仓 |
| FN | FABRINET | $935.91万 | 0.01% | 16,651 | 7,867 | 89.6% | $442.18万 | 加仓 |
| BILS | SPDR SERIES TRUST | $936.06万 | 0.01% | 94,191 | 4,918 | 5.5% | $48.87万 | 加仓 |
| CGNX | COGNEX CORP | $939.13万 | 0.01% | 129,646 | 1,854 | 1.5% | $13.43万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $940.61万 | 0.01% | 61,871 | -1,744 | -2.7% | -$26.51万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $942.83万 | 0.01% | 254,760 | 8,904 | 3.6% | $32.95万 | 加仓 |
| ATR | APTARGROUP INC | $944.99万 | 0.01% | 75,473 | 64,602 | 594.3% | $808.88万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $947.28万 | 0.01% | 423,650 | 88,967 | 26.6% | $198.93万 | 加仓 |
| RGLD | ROYAL GOLD INC | $947.57万 | 0.01% | 47,462 | -25,834 | -35.2% | -$515.77万 | 减仓 |
| — | WELLS FARGO & CO | $949.55万 | 0.01% | 8,207 | -1,065 | -11.5% | -$123.22万 | 减仓 |
| IBDR | ISHARES TR | $949.98万 | 0.01% | 392,070 | 8,349 | 2.2% | $20.23万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $951.93万 | 0.01% | 260,875 | 54,374 | 26.3% | $198.41万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $953.68万 | 0.01% | 270,777 | 5,410 | 2.0% | $19.05万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $954.51万 | 0.01% | 171,766 | 37,537 | 28.0% | $208.60万 | 加仓 |
| SOLV | SOLVENTUM CORP | $957.81万 | 0.01% | 124,148 | -28,023 | -18.4% | -$216.20万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $961.52万 | 0.01% | 74,832 | 6,079 | 8.8% | $78.11万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $965.14万 | 0.01% | 128,751 | 23,870 | 22.8% | $178.93万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $970.04万 | 0.01% | 444,159 | 316,254 | 247.3% | $690.70万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $971.52万 | 0.01% | 69,925 | -29,823 | -29.9% | -$414.35万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $972.07万 | 0.01% | 156,508 | 33,408 | 27.1% | $207.50万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $972.42万 | 0.01% | 35,945 | -36,705 | -50.5% | -$992.98万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $975.11万 | 0.01% | 124,966 | 19,209 | 18.2% | $149.89万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $975.30万 | 0.01% | 78,993 | 3,055 | 4.0% | $37.72万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $977.40万 | 0.01% | 44,578 | -1,446 | -3.1% | -$31.70万 | 减仓 |
| MOG/A | MOOG INC | $982.60万 | 0.01% | 23,183 | 2,472 | 11.9% | $104.77万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $982.82万 | 0.01% | 29,041 | 2,112 | 7.8% | $71.48万 | 加仓 |