STIFEL FINANCIAL CORP
ST. LOUIS MO · SEC CIK 0000720672
$1,087.91亿2026Q1 申报市值
3,624持仓数
15.9%前十大占比 · 第一大 2.7%
186 / 131新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABBV 加仓+$2.75亿
YUM 加仓+$2.63亿
AZN 新建仓+$1.35亿
PAYX 加仓+$8,093.93万
VWO 加仓+$7,894.38万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$7.88亿
MSFT 减仓-$1.31亿
AZN 清仓-$1.18亿
JNJ 减仓-$1.01亿
IWD 减仓-$9,625.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $969.01万 | 0.01% | 245,198 | -12,488 | -4.8% | -$49.35万 | 减仓 |
| FLTR | VANECK ETF TRUST | $973.88万 | 0.01% | 382,214 | 51,935 | 15.7% | $132.33万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $976.68万 | 0.01% | 76,730 | -29,529 | -27.8% | -$375.87万 | 减仓 |
| EQIN | COLUMBIA ETF TR I | $977.10万 | 0.01% | 198,805 | 27,201 | 15.9% | $133.69万 | 加仓 |
| QYLD | GLOBAL X FDS | $980.90万 | 0.01% | 571,949 | -26,384 | -4.4% | -$45.25万 | 减仓 |
| IYF | ISHARES TR | $981.10万 | 0.01% | 83,368 | -115,534 | -58.1% | -$1,359.64万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $981.34万 | 0.01% | 45,208 | 1,270 | 2.9% | $27.57万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $981.45万 | 0.01% | 144,078 | -27,361 | -16.0% | -$186.38万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $986.20万 | 0.01% | 336,015 | 6,039 | 1.8% | $17.72万 | 加仓 |
| KIM | KIMCO REALTY CORP | $987.19万 | 0.01% | 439,337 | 371,193 | 544.7% | $834.07万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $987.20万 | 0.01% | 520,676 | 215,414 | 70.6% | $408.42万 | 加仓 |
| CSGP | COSTAR GROUP INC | $989.19万 | 0.01% | 245,213 | 3,495 | 1.4% | $14.10万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $989.48万 | 0.01% | 1,147,893 | 15,788 | 1.4% | $13.61万 | 加仓 |
| AES | AES CORP | $990.62万 | 0.01% | 703,066 | 35,494 | 5.3% | $50.01万 | 加仓 |
| BSY | BENTLEY SYS INC | $991.78万 | 0.01% | 282,397 | -71,985 | -20.3% | -$252.81万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $993.53万 | 0.01% | 265,367 | 44,389 | 20.1% | $166.19万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $993.66万 | 0.01% | 208,227 | 10,184 | 5.1% | $48.60万 | 加仓 |
| SOLV | SOLVENTUM CORP | $993.68万 | 0.01% | 152,171 | 34,626 | 29.5% | $226.11万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $994.51万 | 0.01% | 108,051 | -5,391 | -4.8% | -$49.62万 | 减仓 |
| GPN | GLOBAL PMTS INC | $996.56万 | 0.01% | 148,074 | -4,271 | -2.8% | -$28.74万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $1,004.99万 | 0.01% | 97,095 | 4,787 | 5.2% | $49.55万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,005.48万 | 0.01% | 58,419 | 1,515 | 2.7% | $26.08万 | 加仓 |
| PNR | PENTAIR PLC | $1,006.33万 | 0.01% | 115,524 | -55,832 | -32.6% | -$486.35万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $1,012.67万 | 0.01% | 285,249 | -240 | -0.1% | -$8,520 | 减仓 |
| LSTR | LANDSTAR SYS INC | $1,013.80万 | 0.01% | 63,240 | -3,101 | -4.7% | -$49.71万 | 减仓 |
| IDEV | ISHARES TR | $1,015.20万 | 0.01% | 121,474 | 83,341 | 218.6% | $696.51万 | 加仓 |
| KWEB | KRANESHARES TRUST | $1,015.24万 | 0.01% | 357,102 | 87,567 | 32.5% | $248.95万 | 加仓 |
| RBRK | RUBRIK INC. | $1,015.85万 | 0.01% | 207,432 | 60,190 | 40.9% | $294.77万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1,020.63万 | 0.01% | 205,737 | -421,288 | -67.2% | -$2,089.95万 | 减仓 |
| SON | SONOCO PRODS CO | $1,020.75万 | 0.01% | 188,714 | -19,106 | -9.2% | -$103.34万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,021.01万 | 0.01% | 204,242 | 13,423 | 7.0% | $67.10万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $1,021.92万 | 0.01% | 48,876 | -1,474 | -2.9% | -$30.82万 | 减仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $1,022.23万 | 0.01% | 103,794 | -7,841 | -7.0% | -$77.22万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $1,023.09万 | 0.01% | 70,743 | 830 | 1.2% | $12.00万 | 加仓 |
| EVR | EVERCORE INC | $1,024.13万 | 0.01% | 34,308 | -2,557 | -6.9% | -$76.33万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1,024.56万 | 0.01% | 24,125 | -70 | -0.3% | -$2.97万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $1,025.39万 | 0.01% | 152,635 | 8,199 | 5.7% | $55.08万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1,027.85万 | 0.01% | 105,366 | 7,670 | 7.9% | $74.82万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $1,028.28万 | 0.01% | 179,376 | 10,280 | 6.1% | $58.93万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,030.63万 | 0.01% | 127,901 | -9,921 | -7.2% | -$79.94万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1,037.24万 | 0.01% | 1,197,735 | 165,177 | 16.0% | $143.04万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $1,037.82万 | 0.01% | 188,962 | -1,205 | -0.6% | -$6.62万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $1,038.18万 | 0.01% | 90,812 | 11,357 | 14.3% | $129.83万 | 加仓 |
| MTZ | MASTEC INC | $1,040.15万 | 0.01% | 32,329 | 9,368 | 40.8% | $301.41万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,040.15万 | 0.01% | 68,757 | 6,816 | 11.0% | $103.11万 | 加仓 |
| IBTG | ISHARES TR | $1,041.92万 | 0.01% | 454,690 | 8,061 | 1.8% | $18.47万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $1,042.60万 | 0.01% | 258,898 | -4,703 | -1.8% | -$18.94万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,044.07万 | 0.01% | 78,436 | -344 | -0.4% | -$4.58万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1,044.09万 | 0.01% | 944,024 | -105,035 | -10.0% | -$116.17万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $1,044.67万 | 0.01% | 553,906 | -62,154 | -10.1% | -$117.22万 | 减仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $1,045.28万 | 0.01% | 423,578 | 210,959 | 99.2% | $520.59万 | 加仓 |
| ITT | ITT INC | $1,046.54万 | 0.01% | 54,919 | 13,563 | 32.8% | $258.46万 | 加仓 |
| ACWI | ISHARES TR | $1,047.54万 | 0.01% | 75,706 | -60,615 | -44.5% | -$838.72万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1,048.13万 | 0.01% | 504,565 | 70,242 | 16.2% | $145.91万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,050.92万 | 0.01% | 485,190 | -15,683 | -3.1% | -$33.97万 | 减仓 |
| KVUE | KENVUE INC | $1,058.33万 | 0.01% | 613,885 | 2,379 | 0.4% | $4.10万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $1,061.12万 | 0.01% | 401,331 | 38,757 | 10.7% | $102.47万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1,061.12万 | 0.01% | 212,344 | 26,529 | 14.3% | $132.57万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,061.70万 | 0.01% | 124,878 | 8,387 | 7.2% | $71.31万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $1,064.92万 | 0.01% | 214,746 | -111,793 | -34.2% | -$554.38万 | 减仓 |
| MORN | MORNINGSTAR INC | $1,066.74万 | 0.01% | 63,101 | 49,618 | 368.0% | $838.80万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,067.21万 | 0.01% | 371,596 | -584 | -0.2% | -$1.68万 | 减仓 |
| IWV | ISHARES TR | $1,068.66万 | 0.01% | 28,831 | -2,129 | -6.9% | -$78.91万 | 减仓 |
| — | WELLS FARGO & CO | $1,071.05万 | 0.01% | 9,272 | 299 | 3.3% | $34.54万 | 加仓 |
| DRS | LEONARDO DRS INC | $1,071.12万 | 0.01% | 240,593 | -2,329 | -1.0% | -$10.37万 | 减仓 |
| NRG | NRG ENERGY INC | $1,072.99万 | 0.01% | 73,416 | -42,890 | -36.9% | -$626.85万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $1,076.65万 | 0.01% | 416,009 | -976 | -0.2% | -$2.53万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,077.02万 | 0.01% | 82,129 | 1,246 | 1.5% | $16.34万 | 加仓 |
| WCC | WESCO INTL INC | $1,083.88万 | 0.01% | 39,612 | 5,606 | 16.5% | $153.39万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $1,087.46万 | 0.01% | 453,481 | 35,139 | 8.4% | $84.26万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $1,088.60万 | 0.01% | 369,642 | 5,966 | 1.6% | $17.57万 | 加仓 |
| UNM | UNUM GROUP | $1,089.27万 | 0.01% | 149,154 | -34,525 | -18.8% | -$252.14万 | 减仓 |
| ACWX | ISHARES TR | $1,091.63万 | 0.01% | 159,438 | -14,043 | -8.1% | -$96.15万 | 减仓 |
| CSL | CARLISLE COS INC | $1,092.89万 | 0.01% | 32,756 | -2,402 | -6.8% | -$80.14万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $1,093.43万 | 0.01% | 249,529 | -4,652 | -1.8% | -$20.38万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1,094.39万 | 0.01% | 133,250 | 39,382 | 42.0% | $323.45万 | 加仓 |
| REGL | PROSHARES TR | $1,098.82万 | 0.01% | 127,164 | -358,319 | -73.8% | -$3,096.22万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1,102.48万 | 0.01% | 198,109 | -1,564 | -0.8% | -$8.70万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1,103.71万 | 0.01% | 397,887 | 95,107 | 31.4% | $263.82万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,105.61万 | 0.01% | 559,790 | 27,054 | 5.1% | $53.43万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1,107.54万 | 0.01% | 67,204 | -7,651 | -10.2% | -$126.09万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,108.06万 | 0.01% | 340,521 | 3,701 | 1.1% | $12.04万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1,109.11万 | 0.01% | 254,031 | -25,934 | -9.3% | -$113.23万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,109.48万 | 0.01% | 122,364 | -24,052 | -16.4% | -$218.08万 | 减仓 |
| TPR | TAPESTRY INC | $1,113.55万 | 0.01% | 78,914 | 24,053 | 43.8% | $339.41万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,117.75万 | 0.01% | 333,259 | 22,333 | 7.2% | $74.91万 | 加仓 |
| HLNE | HAMILTON LANE INC | $1,124.74万 | 0.01% | 113,153 | 35,248 | 45.2% | $350.36万 | 加仓 |
| NU | NU HLDGS LTD | $1,126.99万 | 0.01% | 784,265 | 12,462 | 1.6% | $17.91万 | 加仓 |
| AZO | AUTOZONE INC | $1,131.88万 | 0.01% | 3,351 | -668 | -16.6% | -$225.63万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,135.05万 | 0.01% | 56,285 | 1,336 | 2.4% | $26.94万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $1,136.23万 | 0.01% | 1,081,095 | 83,566 | 8.4% | $87.83万 | 加仓 |
| ALC | ALCON AG | $1,138.16万 | 0.01% | 151,050 | -16,088 | -9.6% | -$121.22万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,143.16万 | 0.01% | 186,427 | -2,769 | -1.5% | -$16.98万 | 减仓 |
| XSOE | WISDOMTREE TR | $1,143.72万 | 0.01% | 285,217 | 27,330 | 10.6% | $109.59万 | 加仓 |
| AOR | ISHARES TR | $1,152.70万 | 0.01% | 179,131 | -186,911 | -51.1% | -$1,202.76万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $1,153.07万 | 0.01% | 225,937 | 20,070 | 9.7% | $102.43万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1,153.71万 | 0.01% | 768,114 | -18,763 | -2.4% | -$28.18万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $1,164.07万 | 0.01% | 628,550 | 74,260 | 13.4% | $137.53万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $1,165.92万 | 0.01% | 392,301 | 114,461 | 41.2% | $340.18万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1,166.06万 | 0.01% | 90,925 | 2,132 | 2.4% | $27.34万 | 加仓 |