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 |
|---|---|---|---|---|---|---|---|---|
| DEM | WISDOMTREE TR | $1,395.37万 | 0.01% | 259,407 | 7,241 | 2.9% | $38.95万 | 加仓 |
| XSOE | WISDOMTREE TR | $1,395.99万 | 0.01% | 283,853 | -1,364 | -0.5% | -$6.71万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1,396.69万 | 0.01% | 147,520 | 12,578 | 9.3% | $119.09万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1,405.76万 | 0.01% | 72,538 | 14,369 | 24.7% | $278.47万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $1,413.01万 | 0.01% | 176,454 | 3,421 | 2.0% | $27.39万 | 加仓 |
| F | FORD MTR CO | $1,420.22万 | 0.01% | 1,021,733 | -344,380 | -25.2% | -$478.69万 | 减仓 |
| IBDU | ISHARES TR | $1,420.95万 | 0.01% | 613,536 | 50,468 | 9.0% | $116.88万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1,425.45万 | 0.01% | 597,670 | 4,490 | 0.8% | $10.71万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,426.77万 | 0.01% | 26,941 | -11,536 | -30.0% | -$610.94万 | 减仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $1,430.13万 | 0.01% | 287,348 | 45,824 | 19.0% | $228.07万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $1,435.80万 | 0.01% | 293,830 | 187,891 | 177.4% | $918.13万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1,456.18万 | 0.01% | 89,163 | -26,042 | -22.6% | -$425.31万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,461.77万 | 0.01% | 572,792 | 4,695 | 0.8% | $11.98万 | 加仓 |
| VTRS | VIATRIS INC | $1,468.67万 | 0.01% | 924,858 | 1,072 | 0.1% | $1.70万 | 加仓 |
| OEF | ISHARES TR | $1,471.73万 | 0.01% | 40,223 | 15,764 | 64.5% | $576.79万 | 加仓 |
| VEEV | VEEVA SYS INC | $1,471.98万 | 0.01% | 82,942 | -6,933 | -7.7% | -$123.04万 | 减仓 |
| COO | COOPER COS INC | $1,473.26万 | 0.01% | 205,447 | -52,522 | -20.4% | -$376.64万 | 减仓 |
| EQT | EQT CORP | $1,475.60万 | 0.01% | 277,520 | 6,395 | 2.4% | $34.00万 | 加仓 |
| FRMI | FERMI INC | $1,478.37万 | 0.01% | 1,613,946 | 499,159 | 44.8% | $457.23万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,479.20万 | 0.01% | 170,826 | -12,762 | -7.0% | -$110.51万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,479.76万 | 0.01% | 147,872 | 25,508 | 20.8% | $255.26万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,485.83万 | 0.01% | 838,027 | -336,586 | -28.7% | -$596.77万 | 减仓 |
| DHI | D R HORTON INC | $1,492.71万 | 0.01% | 91,640 | -7,475 | -7.5% | -$121.76万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,494.36万 | 0.01% | 293,012 | 43,804 | 17.6% | $223.40万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,498.68万 | 0.01% | 26,733 | 2,608 | 10.8% | $146.21万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,499.84万 | 0.01% | 180,029 | 6,825 | 3.9% | $56.86万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1,506.08万 | 0.01% | 359,359 | 141,361 | 64.8% | $592.45万 | 加仓 |
| BAP | CREDICORP LTD | $1,507.66万 | 0.01% | 38,697 | -632 | -1.6% | -$24.62万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $1,508.61万 | 0.01% | 52,732 | 1,370 | 2.7% | $39.19万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $1,513.77万 | 0.01% | 296,788 | 70,851 | 31.4% | $361.38万 | 加仓 |
| GGG | GRACO INC | $1,517.67万 | 0.01% | 200,721 | -6,812 | -3.3% | -$51.51万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $1,520.68万 | 0.01% | 38,969 | -151 | -0.4% | -$5.89万 | 减仓 |
| CRH | CRH PLC | $1,527.27万 | 0.01% | 142,735 | 58,264 | 69.0% | $623.43万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,527.39万 | 0.01% | 257,310 | -26,856 | -9.5% | -$159.42万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,528.49万 | 0.01% | 148,441 | 8,643 | 6.2% | $89.00万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,532.08万 | 0.01% | 353,993 | 6,776 | 2.0% | $29.33万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $1,533.40万 | 0.01% | 298,518 | 848 | 0.3% | $4.36万 | 加仓 |
| CRWV | COREWEAVE INC | $1,533.50万 | 0.01% | 154,058 | 72,911 | 89.9% | $725.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,537.36万 | 0.01% | 120,031 | -1,637 | -1.3% | -$20.97万 | 减仓 |
| AME | AMETEK INC | $1,544.91万 | 0.01% | 63,851 | 5,698 | 9.8% | $137.87万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $1,550.70万 | 0.01% | 326,256 | 33,750 | 11.5% | $160.41万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1,556.33万 | 0.01% | 618,326 | 56,182 | 10.0% | $141.41万 | 加仓 |
| NTR | NUTRIEN LTD | $1,558.01万 | 0.01% | 247,497 | -23,482 | -8.7% | -$147.82万 | 减仓 |
| IPX | IPERIONX LTD | $1,563.12万 | 0.01% | 525,773 | -120,707 | -18.7% | -$358.86万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $1,565.20万 | 0.01% | 227,070 | 7,572 | 3.4% | $52.19万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,566.36万 | 0.01% | 83,167 | 5,748 | 7.4% | $108.26万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $1,566.71万 | 0.01% | 848,245 | 23,156 | 2.8% | $42.77万 | 加仓 |
| SHM | SPDR SERIES TRUST | $1,568.52万 | 0.01% | 327,015 | -55,620 | -14.5% | -$266.78万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1,572.56万 | 0.01% | 790,629 | -48,868 | -5.8% | -$97.20万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,582.02万 | 0.01% | 546,276 | -9,635 | -1.7% | -$27.90万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,592.19万 | 0.01% | 317,484 | -12,109 | -3.7% | -$60.73万 | 减仓 |
| VTR | VENTAS INC | $1,592.58万 | 0.01% | 179,344 | 127,945 | 248.9% | $1,136.16万 | 加仓 |
| SIL | GLOBAL X FDS | $1,594.65万 | 0.01% | 205,864 | -146,926 | -41.6% | -$1,138.11万 | 减仓 |
| AGNC | AGNC INVT CORP | $1,596.97万 | 0.01% | 1,465,104 | 28,442 | 2.0% | $31.00万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,597.68万 | 0.01% | 295,758 | 6,431 | 2.2% | $34.74万 | 加仓 |
| KRE | SPDR SERIES TRUST | $1,599.61万 | 0.01% | 213,704 | -25,841 | -10.8% | -$193.42万 | 减仓 |
| IDXX | IDEXX LABS INC | $1,599.80万 | 0.01% | 30,389 | -5,376 | -15.0% | -$283.01万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,606.41万 | 0.01% | 143,019 | 32,346 | 29.2% | $363.32万 | 加仓 |
| ALLE | ALLEGION PLC | $1,608.34万 | 0.01% | 114,475 | -14,672 | -11.4% | -$206.14万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,609.45万 | 0.01% | 202,983 | 6,280 | 3.2% | $49.79万 | 加仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $1,609.93万 | 0.01% | 348,169 | 773 | 0.2% | $3.57万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1,616.20万 | 0.01% | 378,323 | 3,189 | 0.9% | $13.62万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,617.25万 | 0.01% | 458,925 | 191,238 | 71.4% | $673.92万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1,620.31万 | 0.01% | 362,078 | -10,232 | -2.7% | -$45.79万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $1,620.46万 | 0.01% | 368,034 | 23,355 | 6.8% | $102.83万 | 加仓 |
| RBRK | RUBRIK INC. | $1,625.30万 | 0.01% | 202,453 | -4,979 | -2.4% | -$39.97万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,628.47万 | 0.01% | 107,846 | 107,846 | — | $1,628.47万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,631.65万 | 0.01% | 188,300 | 29,167 | 18.3% | $252.74万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1,632.80万 | 0.01% | 412,635 | -909 | -0.2% | -$3.60万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $1,641.40万 | 0.01% | 838,741 | 109,816 | 15.1% | $214.91万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,648.30万 | 0.01% | 326,395 | 1,785 | 0.5% | $9.01万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $1,653.38万 | 0.01% | 1,195,501 | -33,480 | -2.7% | -$46.30万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,655.20万 | 0.01% | 66,212 | -28,470 | -30.1% | -$711.71万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1,657.82万 | 0.01% | 177,004 | -35,417 | -16.7% | -$331.72万 | 减仓 |
| IWN | ISHARES TR | $1,661.36万 | 0.01% | 75,085 | 6,286 | 9.1% | $139.09万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,670.19万 | 0.01% | 90,208 | -1,337 | -1.5% | -$24.75万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $1,684.15万 | 0.01% | 518,518 | 126,217 | 32.2% | $409.95万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1,686.82万 | 0.01% | 442,735 | -53,255 | -10.7% | -$202.90万 | 减仓 |
| MTZ | MASTEC INC | $1,689.40万 | 0.01% | 40,605 | 8,276 | 25.6% | $344.33万 | 加仓 |
| OGE | OGE ENERGY CORP | $1,694.77万 | 0.01% | 348,257 | 45,285 | 14.9% | $220.38万 | 加仓 |
| DON | WISDOMTREE TR | $1,696.43万 | 0.01% | 300,151 | -4,205 | -1.4% | -$23.77万 | 减仓 |
| IUSV | ISHARES TR | $1,697.61万 | 0.01% | 154,119 | 2,887 | 1.9% | $31.80万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,702.04万 | 0.01% | 428,941 | 37,036 | 9.5% | $146.96万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,702.42万 | 0.01% | 207,764 | 4,455 | 2.2% | $36.50万 | 加仓 |
| COR | CENCORA INC | $1,704.69万 | 0.01% | 60,204 | -2,262 | -3.6% | -$64.05万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,713.37万 | 0.01% | 49,813 | -98 | -0.2% | -$3.37万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $1,716.34万 | 0.01% | 1,014,387 | 1,681 | 0.2% | $2.84万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $1,723.39万 | 0.01% | 726,859 | 41,313 | 6.0% | $97.95万 | 加仓 |
| MOD | MODINE MFG CO | $1,723.44万 | 0.01% | 64,544 | 3,167 | 5.2% | $84.56万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $1,731.06万 | 0.01% | 202,085 | -11,236 | -5.3% | -$96.25万 | 减仓 |
| AOS | SMITH A O CORP | $1,732.32万 | 0.01% | 276,200 | 20,411 | 8.0% | $128.02万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,732.93万 | 0.01% | 378,775 | 35,983 | 10.5% | $164.63万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,736.48万 | 0.01% | 343,042 | 35,415 | 11.5% | $179.27万 | 加仓 |
| ING | ING GROEP N.V. | $1,738.90万 | 0.01% | 554,143 | 11,414 | 2.1% | $35.82万 | 加仓 |
| VAW | VANGUARD WORLD FD | $1,740.47万 | 0.01% | 76,064 | 4,018 | 5.6% | $91.94万 | 加仓 |
| OMER | OMEROS CORP | $1,746.92万 | 0.01% | 1,836,925 | 5,340 | 0.3% | $5.08万 | 加仓 |
| MAS | MASCO CORP | $1,748.83万 | 0.01% | 214,923 | -32,475 | -13.1% | -$264.25万 | 减仓 |
| CLS | CELESTICA INC | $1,753.57万 | 0.01% | 48,070 | 2,539 | 5.6% | $92.62万 | 加仓 |
| ESGD | ISHARES TR | $1,758.96万 | 0.01% | 171,088 | 33,584 | 24.4% | $345.28万 | 加仓 |
| ITM | VANECK ETF TRUST | $1,773.59万 | 0.01% | 377,439 | 13,360 | 3.7% | $62.78万 | 加仓 |