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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $1,783.74万 | 0.01% | 91,747 | 3,392 | 3.8% | $65.95万 | 加仓 |
| STIP | ISHARES TR | $1,783.78万 | 0.01% | 174,612 | 59,330 | 51.5% | $606.10万 | 加仓 |
| TPSC | TIMOTHY PLAN | $1,794.63万 | 0.01% | 374,020 | 191,359 | 104.8% | $918.18万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,794.77万 | 0.01% | 159,000 | -25 | -0.0% | -$2,822 | 减仓 |
| HAS | HASBRO INC | $1,799.62万 | 0.01% | 217,902 | 7,687 | 3.7% | $63.49万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,808.92万 | 0.02% | 448,972 | 14,378 | 3.3% | $57.93万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $1,810.36万 | 0.02% | 355,181 | 41,891 | 13.4% | $213.52万 | 加仓 |
| ZTS | ZOETIS INC | $1,814.13万 | 0.02% | 252,429 | -106,230 | -29.6% | -$763.44万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,824.77万 | 0.02% | 99,652 | 8,445 | 9.3% | $154.64万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,826.23万 | 0.02% | 1,826,234 | 1,050 | 0.1% | $1.05万 | 加仓 |
| STXF | EA SERIES TRUST | $1,839.99万 | 0.02% | 380,950 | -11,124 | -2.8% | -$53.73万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $1,840.89万 | 0.02% | 172,049 | 5,270 | 3.2% | $56.39万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $1,847.36万 | 0.02% | 837,046 | 63,666 | 8.2% | $140.51万 | 加仓 |
| DEO | DIAGEO PLC | $1,849.83万 | 0.02% | 230,135 | -47,375 | -17.1% | -$380.80万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $1,850.86万 | 0.02% | 383,270 | 26,158 | 7.3% | $126.32万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $1,856.56万 | 0.02% | 804,054 | -85,229 | -9.6% | -$196.79万 | 减仓 |
| COPX | GLOBAL X FDS | $1,856.90万 | 0.02% | 241,249 | -4,580 | -1.9% | -$35.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,857.17万 | 0.02% | 445,044 | -12,023 | -2.6% | -$50.17万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,858.57万 | 0.02% | 259,575 | 103,520 | 66.3% | $741.21万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $1,860.83万 | 0.02% | 360,765 | 17,342 | 5.0% | $89.45万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $1,863.42万 | 0.02% | 362,252 | 28,391 | 8.5% | $146.04万 | 加仓 |
| ULS | UL SOLUTIONS INC | $1,864.28万 | 0.02% | 183,024 | 4,866 | 2.7% | $49.57万 | 加仓 |
| SHYG | ISHARES TR | $1,875.90万 | 0.02% | 442,322 | 11,051 | 2.6% | $46.87万 | 加仓 |
| CALF | PACER FDS TR | $1,876.08万 | 0.02% | 370,691 | -20,985 | -5.4% | -$106.21万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $1,895.52万 | 0.02% | 56,635 | -5,524 | -8.9% | -$184.88万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,895.99万 | 0.02% | 50,517 | -8,026 | -13.7% | -$301.23万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,896.84万 | 0.02% | 381,045 | 35,034 | 10.1% | $174.40万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $1,898.35万 | 0.02% | 1,249,735 | 21,721 | 1.8% | $32.99万 | 加仓 |
| ALB | ALBEMARLE CORP | $1,900.34万 | 0.02% | 140,709 | -8,612 | -5.8% | -$116.31万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $1,902.64万 | 0.02% | 271,534 | -44,255 | -14.0% | -$310.10万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $1,918.01万 | 0.02% | 456,668 | 48,035 | 11.8% | $201.75万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,918.95万 | 0.02% | 256,200 | -6,923 | -2.6% | -$51.85万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $1,920.05万 | 0.02% | 1,018,327 | -254,103 | -20.0% | -$479.11万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,924.42万 | 0.02% | 212,736 | 29,709 | 16.2% | $268.75万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,926.35万 | 0.02% | 243,162 | 11,081 | 4.8% | $87.78万 | 加仓 |
| — | CHART INDS INC | $1,926.41万 | 0.02% | 92,198 | -10,031 | -9.8% | -$209.59万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,926.97万 | 0.02% | 206,356 | -2,169 | -1.0% | -$20.25万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,932.53万 | 0.02% | 698,926 | 73,852 | 11.8% | $204.20万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,936.88万 | 0.02% | 66,148 | 386 | 0.6% | $11.30万 | 加仓 |
| HPQ | HP INC | $1,937.92万 | 0.02% | 883,278 | 210,360 | 31.3% | $461.53万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,965.97万 | 0.02% | 152,334 | 3,499 | 2.4% | $45.16万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,976.20万 | 0.02% | 90,974 | 4,237 | 4.9% | $92.04万 | 加仓 |
| TTC | TORO CO | $1,980.95万 | 0.02% | 203,341 | -23,428 | -10.3% | -$228.24万 | 减仓 |
| B | BARRICK MNG CORP | $1,985.02万 | 0.02% | 540,432 | -144,473 | -21.1% | -$530.65万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,986.37万 | 0.02% | 393,107 | -52,048 | -11.7% | -$263.00万 | 减仓 |
| IBTP | ISHARES TR | $1,991.68万 | 0.02% | 784,592 | 218,560 | 38.6% | $554.81万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1,991.76万 | 0.02% | 621,452 | 33,096 | 5.6% | $106.07万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $1,992.77万 | 0.02% | 821,087 | -5,739 | -0.7% | -$13.93万 | 减仓 |
| CCI | CROWN CASTLE INC | $1,993.48万 | 0.02% | 263,217 | -101,645 | -27.9% | -$769.81万 | 减仓 |
| ATI | ATI INC | $1,993.49万 | 0.02% | 101,140 | 8,521 | 9.2% | $167.95万 | 加仓 |
| GM | GENERAL MTRS CO | $1,993.87万 | 0.02% | 258,669 | -76,752 | -22.9% | -$591.62万 | 减仓 |
| D | DOMINION ENERGY INC | $1,996.00万 | 0.02% | 292,281 | -45,528 | -13.5% | -$310.91万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,996.79万 | 0.02% | 548,717 | 51,948 | 10.5% | $189.04万 | 加仓 |
| LII | LENNOX INTL INC | $2,003.40万 | 0.02% | 34,964 | 4,099 | 13.3% | $234.87万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,007.55万 | 0.02% | 209,166 | 22,151 | 11.8% | $212.60万 | 加仓 |
| TXT | TEXTRON INC | $2,025.85万 | 0.02% | 220,847 | 84,356 | 61.8% | $773.80万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $2,027.49万 | 0.02% | 57,182 | -11,575 | -16.8% | -$410.41万 | 减仓 |
| APA | APA CORPORATION | $2,032.91万 | 0.02% | 624,165 | -153,159 | -19.7% | -$498.84万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $2,035.91万 | 0.02% | 122,135 | -4,677 | -3.7% | -$77.96万 | 减仓 |
| VPU | VANGUARD WORLD FD | $2,036.91万 | 0.02% | 104,058 | 2,008 | 2.0% | $39.31万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,050.92万 | 0.02% | 231,467 | -16,455 | -6.6% | -$145.80万 | 减仓 |
| XBIL | RBB FD INC | $2,054.06万 | 0.02% | 410,810 | 78,862 | 23.8% | $394.31万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,057.92万 | 0.02% | 269,750 | 88,830 | 49.1% | $677.68万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,065.46万 | 0.02% | 73,475 | 3,741 | 5.4% | $105.16万 | 加仓 |
| SCZ | ISHARES TR | $2,067.80万 | 0.02% | 251,342 | 652 | 0.3% | $5.36万 | 加仓 |
| SONY | SONY GROUP CORP | $2,075.08万 | 0.02% | 1,034,437 | -43,507 | -4.0% | -$87.28万 | 减仓 |
| TRP | TC ENERGY CORP | $2,075.63万 | 0.02% | 313,111 | 45,723 | 17.1% | $303.10万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,078.26万 | 0.02% | 316,751 | -6,211 | -1.9% | -$40.75万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2,084.03万 | 0.02% | 207,821 | 10,587 | 5.4% | $106.17万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $2,102.77万 | 0.02% | 838,755 | 27,215 | 3.4% | $68.23万 | 加仓 |
| CWB | SPDR SERIES TRUST | $2,110.46万 | 0.02% | 195,723 | -221 | -0.1% | -$2.38万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,113.69万 | 0.02% | 63,961 | -8,953 | -12.3% | -$295.87万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,128.05万 | 0.02% | 328,519 | -464 | -0.1% | -$3.01万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,130.71万 | 0.02% | 472,336 | -85,752 | -15.4% | -$386.83万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $2,148.63万 | 0.02% | 1,311,336 | 47,632 | 3.8% | $78.05万 | 加仓 |
| MLPX | GLOBAL X FDS | $2,153.27万 | 0.02% | 292,323 | 8,382 | 3.0% | $61.74万 | 加仓 |
| DOV | DOVER CORP | $2,166.34万 | 0.02% | 96,584 | 13,586 | 16.4% | $304.73万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2,166.56万 | 0.02% | 132,931 | -7,070 | -5.0% | -$115.23万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $2,180.50万 | 0.02% | 28,776 | -1,811 | -5.9% | -$137.23万 | 减仓 |
| NNN | NNN REIT INC | $2,191.80万 | 0.02% | 471,049 | 12,870 | 2.8% | $59.88万 | 加仓 |
| IJT | ISHARES TR | $2,195.07万 | 0.02% | 122,895 | -3,441 | -2.7% | -$61.46万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,196.98万 | 0.02% | 287,563 | -14,108 | -4.7% | -$107.79万 | 减仓 |
| WY | WEYERHAEUSER CO | $2,199.07万 | 0.02% | 918,574 | -44,398 | -4.6% | -$106.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,206.20万 | 0.02% | 497,340 | 2,762 | 0.6% | $12.25万 | 加仓 |
| IJK | ISHARES TR | $2,212.44万 | 0.02% | 188,268 | -1,265 | -0.7% | -$14.87万 | 减仓 |
| GARP | ISHARES TR | $2,216.51万 | 0.02% | 268,505 | 32,371 | 13.7% | $267.22万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2,219.55万 | 0.02% | 199,400 | -6,156 | -3.0% | -$68.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,232.97万 | 0.02% | 271,181 | 12,944 | 5.0% | $106.58万 | 加仓 |
| XAR | SPDR SERIES TRUST | $2,236.33万 | 0.02% | 78,782 | 916 | 1.2% | $26.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,242.21万 | 0.02% | 809,456 | 17,410 | 2.2% | $48.23万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $2,243.43万 | 0.02% | 514,423 | -56,840 | -9.9% | -$247.88万 | 减仓 |
| NFLT | ETFIS SER TR I | $2,250.03万 | 0.02% | 980,405 | 170,907 | 21.1% | $392.23万 | 加仓 |
| PCAR | PACCAR INC | $2,253.76万 | 0.02% | 187,622 | 8,767 | 4.9% | $105.31万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $2,261.77万 | 0.02% | 91,239 | 22,258 | 32.3% | $551.76万 | 加仓 |
| STT | STATE STR CORP | $2,265.90万 | 0.02% | 133,603 | -4,314 | -3.1% | -$73.17万 | 减仓 |
| RIO | RIO TINTO PLC | $2,267.95万 | 0.02% | 238,909 | 4,683 | 2.0% | $44.46万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $2,269.74万 | 0.02% | 307,522 | 6,813 | 2.3% | $50.28万 | 加仓 |
| VST | VISTRA CORP | $2,278.99万 | 0.02% | 143,649 | 7,641 | 5.6% | $121.22万 | 加仓 |
| ROST | ROSS STORES INC | $2,281.91万 | 0.02% | 107,205 | -38,405 | -26.4% | -$817.47万 | 减仓 |
| FLOT | ISHARES TR | $2,287.80万 | 0.02% | 448,144 | 171,395 | 61.9% | $874.98万 | 加仓 |