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 |
|---|---|---|---|---|---|---|---|---|
| FXO | FIRST TR EXCHANGE-TRADED FD | $1,416.56万 | 0.01% | 252,098 | 8,764 | 3.6% | $49.25万 | 加仓 |
| DTE | DTE ENERGY CO | $1,418.11万 | 0.01% | 96,984 | -702 | -0.7% | -$10.26万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $1,422.40万 | 0.01% | 386,730 | -1,429 | -0.4% | -$5.26万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,424.63万 | 0.01% | 839,497 | -947,095 | -53.0% | -$1,607.22万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $1,426.76万 | 0.01% | 65,232 | -17,013 | -20.7% | -$372.11万 | 减仓 |
| LII | LENNOX INTL INC | $1,432.62万 | 0.01% | 30,865 | -3,324 | -9.7% | -$154.29万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,440.46万 | 0.01% | 91,545 | 558 | 0.6% | $8.78万 | 加仓 |
| AGNC | AGNC INVT CORP | $1,440.97万 | 0.01% | 1,436,662 | -190,660 | -11.7% | -$191.23万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,441.66万 | 0.01% | 203,309 | 10,642 | 5.5% | $75.46万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,443.56万 | 0.01% | 284,166 | 154,860 | 119.8% | $786.69万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,449.95万 | 0.01% | 110,673 | -2,046 | -1.8% | -$26.81万 | 减仓 |
| IBTP | ISHARES TR | $1,450.74万 | 0.01% | 566,032 | 40,099 | 7.6% | $102.77万 | 加仓 |
| OGE | OGE ENERGY CORP | $1,453.05万 | 0.01% | 302,972 | 14,419 | 5.0% | $69.15万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,455.47万 | 0.01% | 568,097 | -4,721 | -0.8% | -$12.10万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,456.57万 | 0.01% | 147,995 | -7,887 | -5.1% | -$77.62万 | 减仓 |
| ALAB | ASTERA LABS INC | $1,464.43万 | 0.01% | 133,616 | 29,156 | 27.9% | $319.55万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,465.68万 | 0.01% | 183,027 | 17,047 | 10.3% | $136.51万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $1,466.52万 | 0.01% | 544,872 | -1,728 | -0.3% | -$4.65万 | 减仓 |
| RMD | RESMED INC | $1,467.88万 | 0.01% | 65,383 | -1,401 | -2.1% | -$31.45万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,477.04万 | 0.01% | 196,703 | -2,160 | -1.1% | -$16.22万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $1,478.83万 | 0.01% | 502,660 | 151,962 | 43.3% | $447.07万 | 加仓 |
| TSN | TYSON FOODS INC | $1,487.05万 | 0.01% | 232,098 | 2,284 | 1.0% | $14.63万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,491.92万 | 0.01% | 49,911 | -1,952 | -3.8% | -$58.35万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,492.05万 | 0.01% | 625,074 | -54,783 | -8.1% | -$130.77万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1,493.42万 | 0.01% | 375,134 | 44,612 | 13.5% | $177.60万 | 加仓 |
| MAS | MASCO CORP | $1,493.53万 | 0.01% | 247,398 | 76,628 | 44.9% | $462.60万 | 加仓 |
| — | THOMSON REUTERS CORP | $1,494.46万 | 0.01% | 166,086 | 29,796 | 21.9% | $268.11万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,499.44万 | 0.01% | 391,905 | 308,951 | 372.4% | $1,182.05万 | 加仓 |
| AIQ | GLOBAL X FDS | $1,507.30万 | 0.01% | 322,962 | 21,682 | 7.2% | $101.19万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,507.99万 | 0.01% | 297,670 | 7,746 | 2.7% | $39.24万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $1,509.71万 | 0.01% | 219,498 | 18,100 | 9.0% | $124.49万 | 加仓 |
| GARP | ISHARES TR | $1,510.55万 | 0.01% | 236,134 | 30,334 | 14.7% | $194.05万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,519.45万 | 0.01% | 38,546 | 724 | 1.9% | $28.54万 | 加仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $1,521.94万 | 0.01% | 347,396 | 11,268 | 3.4% | $49.37万 | 加仓 |
| ULS | UL SOLUTIONS INC | $1,527.00万 | 0.01% | 178,158 | -28,848 | -13.9% | -$247.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,527.08万 | 0.01% | 289,327 | 10,509 | 3.8% | $55.47万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,534.07万 | 0.01% | 343,423 | 41,770 | 13.8% | $186.59万 | 加仓 |
| IUSV | ISHARES TR | $1,546.38万 | 0.01% | 151,232 | -11,299 | -7.0% | -$115.53万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $1,548.53万 | 0.01% | 1,228,014 | -61,011 | -4.7% | -$76.93万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $1,555.98万 | 0.01% | 307,627 | 64,217 | 26.4% | $324.81万 | 加仓 |
| KRE | SPDR SERIES TRUST | $1,560.77万 | 0.01% | 239,545 | 19,079 | 8.7% | $124.31万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,572.33万 | 0.01% | 598,753 | 115,256 | 23.8% | $302.66万 | 加仓 |
| F | FORD MTR CO | $1,576.50万 | 0.01% | 1,366,113 | 209,823 | 18.1% | $242.14万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,578.77万 | 0.01% | 89,875 | -13,402 | -13.0% | -$235.42万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,581.20万 | 0.01% | 324,610 | 20,589 | 6.8% | $100.29万 | 加仓 |
| PCG | PG&E CORP | $1,583.17万 | 0.01% | 901,063 | 26,322 | 3.0% | $46.25万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,585.89万 | 0.01% | 650,221 | -102,428 | -13.6% | -$249.82万 | 减仓 |
| RBA | RB GLOBAL INC | $1,585.97万 | 0.01% | 165,463 | 47,574 | 40.4% | $456.00万 | 加仓 |
| DON | WISDOMTREE TR | $1,599.09万 | 0.01% | 304,356 | 1,275 | 0.4% | $6.70万 | 加仓 |
| TRMB | TRIMBLE INC | $1,599.98万 | 0.01% | 245,282 | -7,431 | -2.9% | -$48.47万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $1,604.17万 | 0.01% | 213,321 | 933 | 0.4% | $7.02万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $1,612.22万 | 0.01% | 80,008 | -7,329 | -8.4% | -$147.68万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $1,613.87万 | 0.01% | 588,356 | 474,330 | 416.0% | $1,301.09万 | 加仓 |
| WAT | WATERS CORP | $1,620.10万 | 0.01% | 54,401 | 29,199 | 115.9% | $869.57万 | 加仓 |
| VAW | VANGUARD WORLD FD | $1,623.57万 | 0.01% | 72,046 | 3,030 | 4.4% | $68.28万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,626.73万 | 0.01% | 58,543 | -15,821 | -21.3% | -$439.62万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1,628.98万 | 0.01% | 360,135 | -441,581 | -55.1% | -$1,997.38万 | 减仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $1,635.32万 | 0.02% | 773,380 | 52,002 | 7.2% | $109.96万 | 加仓 |
| MP | MP MATERIALS CORP | $1,635.98万 | 0.02% | 338,991 | 17,403 | 5.4% | $83.99万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,643.85万 | 0.02% | 159,025 | -282,268 | -64.0% | -$2,917.82万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,644.81万 | 0.02% | 496,769 | 32,656 | 7.0% | $108.12万 | 加仓 |
| STXF | EA SERIES TRUST | $1,645.53万 | 0.02% | 392,074 | -18,660 | -4.5% | -$78.32万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,651.92万 | 0.02% | 329,593 | 35,432 | 12.0% | $177.59万 | 加仓 |
| CDW | CDW CORP | $1,652.83万 | 0.02% | 136,572 | 1,492 | 1.1% | $18.06万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,652.83万 | 0.02% | 49,954 | 29,527 | 144.5% | $976.96万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $1,653.74万 | 0.02% | 408,633 | 134,289 | 48.9% | $543.47万 | 加仓 |
| XBIL | RBB FD INC | $1,660.74万 | 0.02% | 331,948 | -55,734 | -14.4% | -$278.84万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1,667.93万 | 0.02% | 372,310 | -22,045 | -5.6% | -$98.76万 | 减仓 |
| TRP | TC ENERGY CORP | $1,673.85万 | 0.02% | 267,388 | -31,202 | -10.4% | -$195.32万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,680.18万 | 0.02% | 457,067 | -11,460 | -2.4% | -$42.13万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1,680.34万 | 0.02% | 166,779 | 4,342 | 2.7% | $43.75万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,682.79万 | 0.02% | 183,588 | 29,471 | 19.1% | $270.13万 | 加仓 |
| IPX | IPERIONX LTD | $1,683.43万 | 0.02% | 646,480 | -184,201 | -22.2% | -$479.66万 | 减仓 |
| TLN | TALEN ENERGY CORP | $1,683.65万 | 0.02% | 52,741 | 26,116 | 98.1% | $833.70万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,683.76万 | 0.02% | 232,081 | 40,562 | 21.2% | $294.28万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $1,684.10万 | 0.02% | 156,921 | 1,550 | 1.0% | $16.63万 | 加仓 |
| AOS | SMITH A O CORP | $1,686.68万 | 0.02% | 255,789 | 5,899 | 2.4% | $38.90万 | 加仓 |
| ITM | VANECK ETF TRUST | $1,690.42万 | 0.02% | 364,079 | 18,538 | 5.4% | $86.07万 | 加仓 |
| HXL | HEXCEL CORP NEW | $1,695.51万 | 0.02% | 209,502 | -3,901 | -1.8% | -$31.57万 | 减仓 |
| NTAP | NETAPP INC | $1,699.47万 | 0.02% | 165,977 | -11,769 | -6.6% | -$120.50万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,699.53万 | 0.02% | 340,246 | 3,409 | 1.0% | $17.03万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $1,701.02万 | 0.02% | 333,861 | -4,690 | -1.4% | -$23.90万 | 减仓 |
| HUBS | HUBSPOT INC | $1,709.26万 | 0.02% | 70,023 | -9,708 | -12.2% | -$236.97万 | 减仓 |
| FISV | FISERV INC | $1,711.98万 | 0.02% | 306,806 | 73,236 | 31.4% | $408.66万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,715.69万 | 0.02% | 148,835 | 145,575 | 4,465.5% | $1,678.11万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,722.64万 | 0.02% | 346,011 | 43,363 | 14.3% | $215.89万 | 加仓 |
| EQT | EQT CORP | $1,725.42万 | 0.02% | 271,125 | -77,524 | -22.2% | -$493.36万 | 减仓 |
| DOV | DOVER CORP | $1,730.32万 | 0.02% | 82,998 | -6,182 | -6.9% | -$128.88万 | 减仓 |
| IGV | ISHARES TR | $1,736.64万 | 0.02% | 216,942 | -94,910 | -30.4% | -$759.76万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,737.58万 | 0.02% | 1,825,184 | 667 | 0.0% | $6,350 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,744.47万 | 0.02% | 434,594 | -130,886 | -23.1% | -$525.38万 | 减仓 |
| STT | STATE STR CORP | $1,745.47万 | 0.02% | 137,917 | -472,369 | -77.4% | -$5,978.29万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1,754.98万 | 0.02% | 1,228,981 | 2,315 | 0.2% | $3.31万 | 加仓 |
| GGG | GRACO INC | $1,756.81万 | 0.02% | 207,533 | -5,953 | -2.8% | -$50.39万 | 减仓 |
| CALF | PACER FDS TR | $1,757.44万 | 0.02% | 391,676 | 4,694 | 1.2% | $21.06万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1,770.70万 | 0.02% | 495,990 | -26,746 | -5.1% | -$95.48万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1,779.94万 | 0.02% | 72,650 | 40,328 | 124.8% | $988.04万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,793.42万 | 0.02% | 195,944 | 412 | 0.2% | $3.77万 | 加仓 |
| SHYG | ISHARES TR | $1,824.71万 | 0.02% | 431,271 | 26,287 | 6.5% | $111.22万 | 加仓 |
| IJT | ISHARES TR | $1,828.33万 | 0.02% | 126,336 | -4,234 | -3.2% | -$61.27万 | 减仓 |