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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $6,268.46万 | 0.05% | 2,751,738 | 307,260 | 12.6% | $699.94万 | 加仓 |
| MGV | VANGUARD WORLD FD | $6,271.71万 | 0.05% | 383,716 | 17,952 | 4.9% | $293.42万 | 加仓 |
| SOXX | ISHARES TR | $6,284.57万 | 0.05% | 98,074 | 874 | 0.9% | $56.01万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $6,292.30万 | 0.05% | 1,968,184 | 27,637 | 1.4% | $88.36万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $6,348.10万 | 0.05% | 1,427,183 | 191,619 | 15.5% | $852.32万 | 加仓 |
| VHT | VANGUARD WORLD FD | $6,494.35万 | 0.05% | 217,181 | 7,425 | 3.5% | $222.03万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $6,503.23万 | 0.05% | 339,050 | 62,080 | 22.4% | $1,190.74万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $6,519.00万 | 0.05% | 608,503 | -96,681 | -13.7% | -$1,035.76万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $6,585.53万 | 0.05% | 732,893 | 10,753 | 1.5% | $96.62万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $6,617.92万 | 0.06% | 2,969,004 | 344,819 | 13.1% | $768.60万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $6,715.67万 | 0.06% | 988,616 | -3,291 | -0.3% | -$22.36万 | 减仓 |
| EMN | EASTMAN CHEM CO | $6,731.78万 | 0.06% | 1,005,044 | -10,477 | -1.0% | -$70.17万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $6,746.42万 | 0.06% | 865,925 | 25,307 | 3.0% | $197.17万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $6,823.29万 | 0.06% | 1,970,907 | 168,253 | 9.3% | $582.49万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $6,871.49万 | 0.06% | 1,122,247 | 115,519 | 11.5% | $707.32万 | 加仓 |
| DOX | AMDOCS LTD | $6,871.63万 | 0.06% | 1,359,637 | 72,957 | 5.7% | $368.73万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $6,925.89万 | 0.06% | 718,232 | 26,605 | 3.8% | $256.55万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $6,930.13万 | 0.06% | 737,861 | -6,436 | -0.9% | -$60.45万 | 减仓 |
| MUB | ISHARES TR | $6,972.20万 | 0.06% | 647,854 | 12,123 | 1.9% | $130.47万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $7,088.80万 | 0.06% | 514,611 | -12,650 | -2.4% | -$174.25万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $7,134.86万 | 0.06% | 758,058 | 3,940 | 0.5% | $37.08万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $7,148.12万 | 0.06% | 1,196,740 | 11,298 | 1.0% | $67.48万 | 加仓 |
| NVO | NOVO-NORDISK A S | $7,169.49万 | 0.06% | 1,495,517 | 339,036 | 29.3% | $1,625.33万 | 加仓 |
| EFG | ISHARES TR | $7,177.89万 | 0.06% | 576,901 | 45,986 | 8.7% | $572.16万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $7,181.27万 | 0.06% | 112,432 | -54,263 | -32.6% | -$3,465.89万 | 减仓 |
| T | AT&T INC | $7,195.45万 | 0.06% | 3,476,051 | 47,378 | 1.4% | $98.07万 | 加仓 |
| TMUS | T-MOBILE US INC | $7,206.88万 | 0.06% | 429,661 | 24,104 | 5.9% | $404.31万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $7,229.60万 | 0.06% | 1,759,021 | 318,034 | 22.1% | $1,307.12万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $7,232.65万 | 0.06% | 1,150,038 | -154,040 | -11.8% | -$968.77万 | 减仓 |
| GPC | GENUINE PARTS CO | $7,280.37万 | 0.06% | 617,081 | -1,324 | -0.2% | -$15.62万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $7,341.05万 | 0.06% | 550,874 | 92,517 | 20.2% | $1,232.90万 | 加仓 |
| CVS | CVS HEALTH CORP | $7,348.67万 | 0.06% | 710,358 | -86,945 | -10.9% | -$899.45万 | 减仓 |
| MPLX | MPLX LP | $7,358.31万 | 0.06% | 1,306,287 | -24,178 | -1.8% | -$136.19万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,371.07万 | 0.06% | 2,324,517 | 19,079 | 0.8% | $60.50万 | 加仓 |
| SHV | ISHARES TR | $7,421.46万 | 0.06% | 672,540 | -212,139 | -24.0% | -$2,340.95万 | 减仓 |
| ECL | ECOLAB INC | $7,459.22万 | 0.06% | 267,704 | 23,815 | 9.8% | $663.57万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,515.89万 | 0.06% | 1,760,990 | -217,021 | -11.0% | -$926.24万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $7,517.18万 | 0.06% | 2,221,385 | 119,755 | 5.7% | $405.25万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $7,585.17万 | 0.06% | 2,579,990 | 124,313 | 5.1% | $365.48万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7,610.79万 | 0.06% | 859,580 | -57,545 | -6.3% | -$509.51万 | 减仓 |
| WELL | WELLTOWER INC | $7,642.13万 | 0.06% | 336,691 | 41,070 | 13.9% | $932.20万 | 加仓 |
| LQD | ISHARES TR | $7,686.06万 | 0.06% | 704,701 | 19,540 | 2.9% | $213.12万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $7,848.40万 | 0.07% | 350,916 | -2,048 | -0.6% | -$45.80万 | 减仓 |
| ILMN | ILLUMINA INC | $7,852.50万 | 0.07% | 446,598 | -28,653 | -6.0% | -$503.80万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,909.48万 | 0.07% | 1,077,430 | 46,428 | 4.5% | $340.83万 | 加仓 |
| FDX | FEDEX CORP | $7,919.37万 | 0.07% | 252,909 | -6,013 | -2.3% | -$188.29万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $7,919.51万 | 0.07% | 1,502,184 | -198,223 | -11.7% | -$1,045.03万 | 减仓 |
| GDX | VANECK ETF TRUST | $7,937.71万 | 0.07% | 1,052,042 | 16,958 | 1.6% | $127.95万 | 加仓 |
| EEM | ISHARES TR | $7,944.18万 | 0.07% | 1,161,244 | -113,312 | -8.9% | -$775.18万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,054.45万 | 0.07% | 162,151 | 1,099 | 0.7% | $54.59万 | 加仓 |
| OKE | ONEOK INC NEW | $8,057.92万 | 0.07% | 926,836 | 20,791 | 2.3% | $180.76万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $8,064.88万 | 0.07% | 2,082,331 | 82,478 | 4.1% | $319.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $8,149.70万 | 0.07% | 124,202 | -14,014 | -10.1% | -$919.55万 | 减仓 |
| BE | BLOOM ENERGY CORP | $8,160.91万 | 0.07% | 269,603 | 25,760 | 10.6% | $779.76万 | 加仓 |
| CLX | CLOROX CO DEL | $8,197.40万 | 0.07% | 858,890 | 129,073 | 17.7% | $1,231.90万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $8,214.40万 | 0.07% | 3,131,664 | -375,481 | -10.7% | -$984.89万 | 减仓 |
| O | REALTY INCOME CORP | $8,248.35万 | 0.07% | 1,331,232 | 76,169 | 6.1% | $471.95万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $8,272.91万 | 0.07% | 852,350 | -33,757 | -3.8% | -$327.65万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $8,324.42万 | 0.07% | 494,233 | 39,054 | 8.6% | $657.79万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $8,363.99万 | 0.07% | 1,653,614 | 98,437 | 6.3% | $497.89万 | 加仓 |
| IEUR | ISHARES TR | $8,402.29万 | 0.07% | 1,117,770 | 68,428 | 6.5% | $514.37万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,536.89万 | 0.07% | 114 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $8,569.64万 | 0.07% | 209,271 | 16,725 | 8.7% | $684.89万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $8,592.17万 | 0.07% | 164,452 | -27,101 | -14.1% | -$1,415.95万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $8,594.38万 | 0.07% | 1,485,888 | 2,208 | 0.1% | $12.77万 | 加仓 |
| COP | CONOCOPHILLIPS | $8,596.96万 | 0.07% | 826,949 | -64,617 | -7.2% | -$671.76万 | 减仓 |
| EBAY | EBAY INC. | $8,602.70万 | 0.07% | 769,797 | -46,342 | -5.7% | -$517.88万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8,639.64万 | 0.07% | 1,405,732 | 106,719 | 8.2% | $655.90万 | 加仓 |
| IYR | ISHARES TR | $8,648.07万 | 0.07% | 845,769 | -109,751 | -11.5% | -$1,122.21万 | 减仓 |
| MTB | M & T BK CORP | $8,652.45万 | 0.07% | 363,534 | -4,802 | -1.3% | -$114.29万 | 减仓 |
| MINT | PIMCO ETF TR | $8,659.23万 | 0.07% | 858,957 | 57,264 | 7.1% | $577.28万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $8,730.93万 | 0.07% | 1,729,233 | 235,912 | 15.8% | $1,191.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $8,774.83万 | 0.07% | 998,155 | 36,790 | 3.8% | $323.42万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $8,849.10万 | 0.07% | 329,133 | 13,454 | 4.3% | $361.73万 | 加仓 |
| COWZ | PACER FDS TR | $8,911.42万 | 0.07% | 1,432,682 | 30,754 | 2.2% | $191.29万 | 加仓 |
| IGIB | ISHARES TR | $8,923.69万 | 0.07% | 1,678,325 | 7,585 | 0.5% | $40.33万 | 加仓 |
| PULS | PGIM ETF TR | $8,924.24万 | 0.07% | 1,801,048 | -9,090 | -0.5% | -$45.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $8,926.43万 | 0.07% | 367,336 | -3,888 | -1.0% | -$94.48万 | 减仓 |
| SDY | SPDR SERIES TRUST | $8,945.25万 | 0.07% | 587,808 | 121,944 | 26.2% | $1,855.74万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $9,001.10万 | 0.07% | 1,052,877 | -25,473 | -2.4% | -$217.77万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $9,027.39万 | 0.08% | 254,784 | 6,464 | 2.6% | $229.03万 | 加仓 |
| RACE | FERRARI N V | $9,086.13万 | 0.08% | 244,056 | 226,719 | 1,307.7% | $8,440.68万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $9,159.72万 | 0.08% | 952,947 | -17,837 | -1.8% | -$171.45万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9,218.97万 | 0.08% | 1,023,186 | 88,324 | 9.4% | $795.80万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $9,257.43万 | 0.08% | 340,406 | -16,488 | -4.6% | -$448.40万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $9,277.93万 | 0.08% | 67,103 | -12,231 | -15.4% | -$1,691.11万 | 减仓 |
| DIS | DISNEY WALT CO | $9,418.51万 | 0.08% | 978,493 | 6,499 | 0.7% | $62.56万 | 加仓 |
| SBUX | STARBUCKS CORP | $9,428.69万 | 0.08% | 922,624 | -134,825 | -12.8% | -$1,377.83万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $9,442.47万 | 0.08% | 2,082,580 | -440,452 | -17.5% | -$1,997.02万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $9,459.58万 | 0.08% | 876,455 | 822 | 0.1% | $8.87万 | 加仓 |
| ROL | ROLLINS INC | $9,464.51万 | 0.08% | 2,267,487 | -14,583 | -0.6% | -$60.87万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $9,593.44万 | 0.08% | 389,592 | -7,396 | -1.9% | -$182.12万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $9,612.38万 | 0.08% | 845,480 | 74,272 | 9.6% | $844.41万 | 加仓 |
| DOW | DOW HLDGS INC | $9,654.87万 | 0.08% | 3,528,821 | -101,965 | -2.8% | -$278.98万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $9,698.90万 | 0.08% | 483,436 | 14,180 | 3.0% | $284.49万 | 加仓 |
| QUAL | ISHARES TR | $9,853.06万 | 0.08% | 449,019 | -1,183,065 | -72.5% | -$2.60亿 | 减仓 |
| SGOV | ISHARES TR | $9,906.78万 | 0.08% | 984,074 | 285,141 | 40.8% | $2,870.55万 | 加仓 |
| URI | UNITED RENTALS INC | $9,949.85万 | 0.08% | 87,788 | 528 | 0.6% | $59.84万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.02亿 | 0.08% | 1,104,683 | -34,721 | -3.0% | -$320.37万 | 减仓 |
| SO | SOUTHERN CO | $1.02亿 | 0.09% | 1,067,608 | 12,079 | 1.1% | $115.61万 | 加仓 |