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 |
|---|---|---|---|---|---|---|---|---|
| AFLG | FIRST TR EXCHNG TRADED FD VI | $2,940.20万 | 0.02% | 677,127 | 770 | 0.1% | $3.34万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2,941.66万 | 0.02% | 167,348 | -22,580 | -11.9% | -$396.91万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $2,949.04万 | 0.02% | 111,404 | -3,792 | -3.3% | -$100.38万 | 减仓 |
| PAVE | GLOBAL X FDS | $2,957.26万 | 0.02% | 501,911 | 139,716 | 38.6% | $823.21万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $2,958.58万 | 0.02% | 164,795 | 31,479 | 23.6% | $565.15万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $2,961.24万 | 0.02% | 282,912 | 6,846 | 2.5% | $71.66万 | 加仓 |
| BP | BP PLC | $2,963.49万 | 0.02% | 802,019 | 25,802 | 3.3% | $95.34万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $2,980.59万 | 0.02% | 1,062,594 | 1,062,594 | — | $2,980.59万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $2,999.81万 | 0.02% | 34,961 | 18,126 | 107.7% | $1,555.29万 | 加仓 |
| EVRG | EVERGY INC | $3,060.91万 | 0.03% | 354,151 | 21,375 | 6.4% | $184.74万 | 加仓 |
| IWO | ISHARES TR | $3,082.13万 | 0.03% | 78,206 | 2,657 | 3.5% | $104.71万 | 加仓 |
| NGG | NATIONAL GRID PLC | $3,083.52万 | 0.03% | 372,089 | 65,639 | 21.4% | $543.95万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $3,105.74万 | 0.03% | 720,421 | -341,435 | -32.2% | -$1,471.93万 | 减仓 |
| VICI | VICI PPTYS INC | $3,127.53万 | 0.03% | 1,177,975 | 51,303 | 4.6% | $136.21万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $3,131.01万 | 0.03% | 623,336 | 283,090 | 83.2% | $1,421.96万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $3,133.59万 | 0.03% | 394,605 | 221 | 0.1% | $1.75万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $3,146.72万 | 0.03% | 595,405 | -179,223 | -23.1% | -$947.19万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $3,151.21万 | 0.03% | 955,775 | 29,116 | 3.1% | $96.00万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $3,157.29万 | 0.03% | 416,105 | -6,551 | -1.5% | -$49.71万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $3,175.90万 | 0.03% | 111,207 | 606 | 0.5% | $17.31万 | 加仓 |
| GCOW | PACER FDS TR | $3,193.02万 | 0.03% | 737,415 | -83,872 | -10.2% | -$363.17万 | 减仓 |
| IWR | ISHARES TR | $3,220.55万 | 0.03% | 291,923 | -7,837 | -2.6% | -$86.46万 | 减仓 |
| SNDK | SANDISK CORP | $3,230.05万 | 0.03% | 14,206 | 8,397 | 144.6% | $1,909.24万 | 加仓 |
| RKLB | ROCKET LAB CORP | $3,241.73万 | 0.03% | 318,905 | 20,571 | 6.9% | $209.11万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3,242.78万 | 0.03% | 479,984 | 395,073 | 465.3% | $2,669.12万 | 加仓 |
| PSA | PUBLIC STORAGE | $3,252.52万 | 0.03% | 102,176 | 16,500 | 19.3% | $525.24万 | 加仓 |
| VOX | VANGUARD WORLD FD | $3,261.13万 | 0.03% | 177,268 | -10,914 | -5.8% | -$200.78万 | 减仓 |
| TFLO | ISHARES TR | $3,277.04万 | 0.03% | 647,251 | -179,940 | -21.8% | -$911.04万 | 减仓 |
| ES | EVERSOURCE ENERGY | $3,278.95万 | 0.03% | 453,705 | 23,344 | 5.4% | $168.71万 | 加仓 |
| IRM | IRON MTN INC DEL | $3,279.52万 | 0.03% | 259,638 | 4,290 | 1.7% | $54.19万 | 加仓 |
| PFF | ISHARES TR | $3,280.66万 | 0.03% | 1,075,976 | 61,155 | 6.0% | $186.46万 | 加仓 |
| SNY | SANOFI SA | $3,292.59万 | 0.03% | 771,821 | -11,527 | -1.5% | -$49.17万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,312.13万 | 0.03% | 72,140 | 300 | 0.4% | $13.77万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,316.49万 | 0.03% | 288,653 | -9,187 | -3.1% | -$105.55万 | 减仓 |
| IBB | ISHARES TR | $3,323.49万 | 0.03% | 174,738 | 17,420 | 11.1% | $331.33万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,334.21万 | 0.03% | 365,589 | 21,820 | 6.3% | $199.00万 | 加仓 |
| AMCR | AMCOR PLC | $3,339.57万 | 0.03% | 770,371 | 41,080 | 5.6% | $178.08万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $3,342.21万 | 0.03% | 90,185 | 10,541 | 13.2% | $390.64万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,361.34万 | 0.03% | 139,491 | -23 | -0.0% | -$5,542 | 减仓 |
| GSK | GSK PLC | $3,366.48万 | 0.03% | 642,212 | 20,225 | 3.3% | $106.02万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $3,376.93万 | 0.03% | 678,374 | -28,517 | -4.0% | -$141.96万 | 减仓 |
| SRE | SEMPRA | $3,379.04万 | 0.03% | 364,472 | -339 | -0.1% | -$3.14万 | 减仓 |
| APP | APPLOVIN CORP | $3,401.27万 | 0.03% | 66,015 | -19,552 | -22.8% | -$1,007.37万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3,405.60万 | 0.03% | 220,725 | -475 | -0.2% | -$7.33万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $3,412.18万 | 0.03% | 1,073,687 | 178,403 | 19.9% | $566.97万 | 加仓 |
| DBEF | DBX ETF TR | $3,420.42万 | 0.03% | 626,121 | 18,202 | 3.0% | $99.44万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $3,423.47万 | 0.03% | 626,778 | -55,653 | -8.2% | -$303.98万 | 减仓 |
| FLS | FLOWSERVE CORP | $3,427.17万 | 0.03% | 462,124 | 64,153 | 16.1% | $475.77万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3,428.39万 | 0.03% | 289,781 | 47,313 | 19.5% | $559.76万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,439.05万 | 0.03% | 275,637 | 109,455 | 65.9% | $1,365.64万 | 加仓 |
| GIS | GENERAL MILLS INC | $3,451.93万 | 0.03% | 991,943 | 56,682 | 6.1% | $197.25万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $3,470.21万 | 0.03% | 1,348,697 | 479,314 | 55.1% | $1,233.28万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $3,477.44万 | 0.03% | 300,583 | 241,398 | 407.9% | $2,792.73万 | 加仓 |
| TRGP | TARGA RES CORP | $3,485.40万 | 0.03% | 129,985 | 19,631 | 17.8% | $526.38万 | 加仓 |
| MPC | MARATHON PETE CORP | $3,494.81万 | 0.03% | 136,693 | -4,056 | -2.9% | -$103.70万 | 减仓 |
| NLR | VANECK ETF TRUST | $3,515.08万 | 0.03% | 303,036 | 16,375 | 5.7% | $189.94万 | 加仓 |
| KR | KROGER CO | $3,520.31万 | 0.03% | 633,946 | 13,019 | 2.1% | $72.29万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $3,524.25万 | 0.03% | 962,909 | 962,909 | — | $3,524.25万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,532.68万 | 0.03% | 206,757 | 206,757 | — | $3,532.68万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $3,533.71万 | 0.03% | 156,697 | 11,145 | 7.7% | $251.33万 | 加仓 |
| MDB | MONGODB INC | $3,561.54万 | 0.03% | 106,027 | 7,465 | 7.6% | $250.76万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $3,562.00万 | 0.03% | 949,585 | 159,511 | 20.2% | $598.34万 | 加仓 |
| IQLT | ISHARES TR | $3,563.51万 | 0.03% | 719,179 | 21,084 | 3.0% | $104.47万 | 加仓 |
| SPYI | NEOS ETF TRUST | $3,567.61万 | 0.03% | 671,989 | -16,850 | -2.4% | -$89.46万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $3,573.44万 | 0.03% | 113,589 | -4,148 | -3.5% | -$130.49万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,586.95万 | 0.03% | 1,218,806 | 4,000 | 0.3% | $11.77万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,591.24万 | 0.03% | 222,301 | -13,952 | -5.9% | -$225.39万 | 减仓 |
| ETR | ENTERGY CORP NEW | $3,591.31万 | 0.03% | 312,662 | 56,722 | 22.2% | $651.52万 | 加仓 |
| CPRT | COPART INC | $3,592.53万 | 0.03% | 1,274,398 | 312,669 | 32.5% | $881.41万 | 加仓 |
| VMC | VULCAN MATLS CO | $3,600.78万 | 0.03% | 122,051 | -1,558 | -1.3% | -$45.96万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $3,603.55万 | 0.03% | 897,962 | 129,690 | 16.9% | $520.45万 | 加仓 |
| MANE | VERADERMICS INC | $3,615.87万 | 0.03% | 294,117 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $3,617.67万 | 0.03% | 355,650 | 2,811 | 0.8% | $28.59万 | 加仓 |
| NDSN | NORDSON CORP | $3,625.12万 | 0.03% | 120,159 | -1,567 | -1.3% | -$47.28万 | 减仓 |
| SNPS | SYNOPSYS INC | $3,637.43万 | 0.03% | 81,546 | -4,862 | -5.6% | -$216.87万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,717.15万 | 0.03% | 1,230,847 | 364,248 | 42.0% | $1,100.03万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,748.09万 | 0.03% | 363,714 | -20,332 | -5.3% | -$209.52万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,748.22万 | 0.03% | 56,203 | -2,719 | -4.6% | -$181.33万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,750.33万 | 0.03% | 238,938 | 62,040 | 35.1% | $973.77万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3,752.37万 | 0.03% | 247,279 | 2,720 | 1.1% | $41.28万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $3,755.92万 | 0.03% | 738,913 | 526,569 | 248.0% | $2,676.57万 | 加仓 |
| DDOG | DATADOG INC | $3,757.69万 | 0.03% | 144,327 | -59,677 | -29.3% | -$1,553.75万 | 减仓 |
| SYY | SYSCO CORP | $3,785.67万 | 0.03% | 452,941 | -7,296 | -1.6% | -$60.98万 | 减仓 |
| HRL | HORMEL FOODS CORP | $3,817.53万 | 0.03% | 1,538,083 | 1,900 | 0.1% | $4.72万 | 加仓 |
| ICSH | ISHARES TR | $3,825.36万 | 0.03% | 756,300 | 141,621 | 23.0% | $716.32万 | 加仓 |
| SUB | ISHARES TR | $3,830.62万 | 0.03% | 359,789 | 60,976 | 20.4% | $649.20万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $3,833.09万 | 0.03% | 247,086 | -7,821 | -3.1% | -$121.33万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $3,840.53万 | 0.03% | 190,496 | -2,296 | -1.2% | -$46.29万 | 减仓 |
| JBL | JABIL INC | $3,842.21万 | 0.03% | 99,672 | 4,503 | 4.7% | $173.58万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,843.58万 | 0.03% | 151,022 | -55,533 | -26.9% | -$1,413.34万 | 减仓 |
| SHOP | SHOPIFY INC | $3,847.65万 | 0.03% | 336,981 | -62,079 | -15.6% | -$708.82万 | 减仓 |
| NET | CLOUDFLARE INC | $3,859.98万 | 0.03% | 157,370 | 37,922 | 31.7% | $930.15万 | 加仓 |
| USHY | ISHARES TR | $3,863.20万 | 0.03% | 1,043,544 | 39,329 | 3.9% | $145.60万 | 加仓 |
| GL | GLOBE LIFE INC | $3,889.98万 | 0.03% | 217,702 | -5,432 | -2.4% | -$97.06万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $3,899.19万 | 0.03% | 469,379 | -125,381 | -21.1% | -$1,041.55万 | 减仓 |
| IJS | ISHARES TR | $3,939.09万 | 0.03% | 288,193 | -14,577 | -4.8% | -$199.24万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3,958.28万 | 0.03% | 273,718 | -13,729 | -4.8% | -$198.54万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $4,015.26万 | 0.03% | 971,748 | 239,053 | 32.6% | $987.77万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $4,015.99万 | 0.03% | 174,924 | 570 | 0.3% | $13.09万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,036.88万 | 0.03% | 833,549 | 31,245 | 3.9% | $151.32万 | 加仓 |