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 |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | $1.03亿 | 0.09% | 2,509,909 | 523,510 | 26.4% | $2,149.03万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.04亿 | 0.09% | 435,865 | 50,083 | 13.0% | $1,197.16万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $1.05亿 | 0.09% | 832,564 | 24,161 | 3.0% | $305.83万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.06亿 | 0.09% | 400,563 | -9,332 | -2.3% | -$247.78万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1.07亿 | 0.09% | 2,214,926 | 44,991 | 2.1% | $216.77万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.07亿 | 0.09% | 4,359,024 | 450,398 | 11.5% | $1,105.73万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.07亿 | 0.09% | 216,168 | 11,187 | 5.5% | $553.84万 | 加仓 |
| EWJ | ISHARES INC | $1.07亿 | 0.09% | 1,149,188 | -133,276 | -10.4% | -$1,243.07万 | 减仓 |
| FTNT | FORTINET INC | $1.08亿 | 0.09% | 703,513 | -9,934 | -1.4% | -$152.61万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.08亿 | 0.09% | 2,142,892 | 305,362 | 16.6% | $1,544.22万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1.11亿 | 0.09% | 323,495 | -9,546 | -2.9% | -$328.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.12亿 | 0.09% | 955,741 | -140,185 | -12.8% | -$1,635.54万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1.13亿 | 0.09% | 713,602 | -56,746 | -7.4% | -$900.37万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1.13亿 | 0.09% | 494,438 | -46,741 | -8.6% | -$1,072.52万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.14亿 | 0.09% | 1,974,256 | -30,846 | -1.5% | -$177.73万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.15亿 | 0.10% | 870,325 | 18,292 | 2.1% | $240.69万 | 加仓 |
| MTUM | ISHARES TR | $1.15亿 | 0.10% | 335,012 | 2,480 | 0.7% | $85.02万 | 加仓 |
| ABNB | AIRBNB INC | $1.15亿 | 0.10% | 806,801 | 73,052 | 10.0% | $1,045.38万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.17亿 | 0.10% | 817,399 | 16,343 | 2.0% | $233.97万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1.17亿 | 0.10% | 632,441 | 142,897 | 29.2% | $2,646.91万 | 加仓 |
| BLK | BLACKROCK INC | $1.18亿 | 0.10% | 122,288 | 6,711 | 5.8% | $645.57万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1.20亿 | 0.10% | 2,080,273 | 874,148 | 72.5% | $5,041.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.20亿 | 0.10% | 2,263,630 | 106,245 | 4.9% | $564.27万 | 加仓 |
| BN | BROOKFIELD CORP | $1.21亿 | 0.10% | 2,837,188 | 389,329 | 15.9% | $1,658.15万 | 加仓 |
| INTC | INTEL CORP | $1.22亿 | 0.10% | 873,187 | -256,184 | -22.7% | -$3,577.10万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1.23亿 | 0.10% | 2,286,131 | -237,297 | -9.4% | -$1,272.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.23亿 | 0.10% | 1,705,157 | 17,135 | 1.0% | $123.29万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.26亿 | 0.10% | 6,570,729 | -120,325 | -1.8% | -$230.06万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1.26亿 | 0.10% | 2,469,602 | 172,021 | 7.5% | $876.46万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.27亿 | 0.11% | 670,847 | -13,557 | -2.0% | -$257.07万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1.28亿 | 0.11% | 1,161,686 | 72,439 | 6.7% | $795.16万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.29亿 | 0.11% | 678,049 | -47,565 | -6.6% | -$906.03万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.30亿 | 0.11% | 1,643,651 | 253,525 | 18.2% | $2,003.62万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1.31亿 | 0.11% | 5,892,272 | -1,969,438 | -25.1% | -$4,393.82万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1.32亿 | 0.11% | 555,866 | -7,156 | -1.3% | -$170.51万 | 减仓 |
| TFC | TRUIST FINL CORP | $1.34亿 | 0.11% | 2,682,932 | -143,378 | -5.1% | -$714.31万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.34亿 | 0.11% | 5,550,245 | -808,659 | -12.7% | -$1,952.11万 | 减仓 |
| LOW | LOWES COS INC | $1.35亿 | 0.11% | 614,374 | 13,479 | 2.2% | $297.21万 | 加仓 |
| SNA | SNAP ON INC | $1.37亿 | 0.11% | 340,511 | -29,128 | -7.9% | -$1,172.16万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1.37亿 | 0.11% | 2,911,584 | 477,680 | 19.6% | $2,254.73万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1.38亿 | 0.11% | 470,407 | -1,174,022 | -71.4% | -$3.44亿 | 减仓 |
| ENB | ENBRIDGE INC | $1.41亿 | 0.12% | 2,605,789 | -39,601 | -1.5% | -$214.68万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.43亿 | 0.12% | 548,666 | -45,082 | -7.6% | -$1,174.11万 | 减仓 |
| KLAC | KLA CORP | $1.44亿 | 0.12% | 476,005 | -805 | -0.2% | -$24.29万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1.45亿 | 0.12% | 1,244,577 | 10,318 | 0.8% | $120.49万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.46亿 | 0.12% | 1,152,519 | -49,802 | -4.1% | -$629.20万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1.46亿 | 0.12% | 739,432 | 36,321 | 5.2% | $717.71万 | 加仓 |
| SHEL | SHELL PLC | $1.47亿 | 0.12% | 1,897,604 | 26,954 | 1.4% | $209.00万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.47亿 | 0.12% | 152,692 | 20,399 | 15.4% | $1,968.53万 | 加仓 |
| BHVN | BIOHAVEN LTD | $1.48亿 | 0.12% | 9,941,165 | 280 | 0.0% | $4,166 | 加仓 |
| GLDM | WORLD GOLD TR | $1.48亿 | 0.12% | 1,866,900 | 439,820 | 30.8% | $3,493.05万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.48亿 | 0.12% | 4,038,337 | -29,413 | -0.7% | -$108.12万 | 减仓 |
| EQIX | EQUINIX INC | $1.49亿 | 0.12% | 143,064 | -4,852 | -3.3% | -$506.00万 | 减仓 |
| CRM | SALESFORCE INC | $1.51亿 | 0.13% | 964,601 | -54,940 | -5.4% | -$860.77万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.53亿 | 0.13% | 1,115,814 | 111,469 | 11.1% | $1,525.04万 | 加仓 |
| EFA | ISHARES TR | $1.54亿 | 0.13% | 1,477,918 | -35,885 | -2.4% | -$372.78万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.57亿 | 0.13% | 2,775,411 | -46,073 | -1.6% | -$260.22万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1.59亿 | 0.13% | 519,520 | 5,769 | 1.1% | $176.71万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.60亿 | 0.13% | 943,236 | 41,869 | 4.6% | $711.27万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1.62亿 | 0.13% | 1,359,885 | -31,050 | -2.2% | -$370.24万 | 减仓 |
| IJR | ISHARES TR | $1.63亿 | 0.14% | 1,096,172 | -624,766 | -36.3% | -$9,266.31万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1.64亿 | 0.14% | 6,666,844 | -955,704 | -12.5% | -$2,356.77万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1.66亿 | 0.14% | 209,186 | -29,624 | -12.4% | -$2,354.95万 | 减仓 |
| GVI | ISHARES TR | $1.67亿 | 0.14% | 1,574,706 | -210,923 | -11.8% | -$2,237.79万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.68亿 | 0.14% | 2,226,695 | 1,622 | 0.1% | $12.25万 | 加仓 |
| FAST | FASTENAL CO | $1.69亿 | 0.14% | 3,512,470 | -107,871 | -3.0% | -$518.10万 | 减仓 |
| ORCL | ORACLE CORP | $1.69亿 | 0.14% | 1,154,283 | 24,208 | 2.1% | $354.78万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.70亿 | 0.14% | 3,948,162 | 2,733 | 0.1% | $11.79万 | 加仓 |
| QCOM | QUALCOMM INC | $1.71亿 | 0.14% | 925,174 | -297,569 | -24.3% | -$5,499.10万 | 减仓 |
| IWM | ISHARES TR | $1.71亿 | 0.14% | 569,114 | -69,572 | -10.9% | -$2,090.36万 | 减仓 |
| IEF | ISHARES TR | $1.72亿 | 0.14% | 1,816,898 | 278,135 | 18.1% | $2,630.32万 | 加仓 |
| IGSB | ISHARES TR | $1.72亿 | 0.14% | 3,279,401 | -856,386 | -20.7% | -$4,488.32万 | 减仓 |
| SHY | ISHARES TR | $1.75亿 | 0.15% | 2,125,383 | 619,461 | 41.1% | $5,086.39万 | 加仓 |
| TLH | ISHARES TR | $1.75亿 | 0.15% | 1,746,571 | 279,278 | 19.0% | $2,802.56万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.76亿 | 0.15% | 519,135 | 30,740 | 6.3% | $1,041.24万 | 加仓 |
| TBIL | RBB FD INC | $1.77亿 | 0.15% | 3,551,219 | 1,166,829 | 48.9% | $5,817.81万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.79亿 | 0.15% | 568,038 | -62,393 | -9.9% | -$1,964.50万 | 减仓 |
| IUSB | ISHARES TR | $1.79亿 | 0.15% | 3,879,099 | 952,754 | 32.6% | $4,396.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1.83亿 | 0.15% | 424,917 | -324,598 | -43.3% | -$1.40亿 | 减仓 |
| SPGI | S&P GLOBAL INC | $1.85亿 | 0.15% | 455,105 | -43,876 | -8.8% | -$1,787.01万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.86亿 | 0.15% | 466,595 | 34,907 | 8.1% | $1,388.18万 | 加仓 |
| SLB | SLB LIMITED | $1.86亿 | 0.15% | 3,996,937 | 358,694 | 9.9% | $1,667.57万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.88亿 | 0.16% | 2,771,211 | 309,260 | 12.6% | $2,103.27万 | 加仓 |
| USB | US BANCORP | $1.89亿 | 0.16% | 3,129,603 | -76,417 | -2.4% | -$461.56万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.91亿 | 0.16% | 3,144,532 | 481,695 | 18.1% | $2,928.22万 | 加仓 |
| ADBE | ADOBE INC | $1.92亿 | 0.16% | 936,022 | 41,602 | 4.7% | $852.91万 | 加仓 |
| IJH | ISHARES TR | $1.93亿 | 0.16% | 2,500,263 | -20,701 | -0.8% | -$159.63万 | 减仓 |
| EMXC | ISHARES INC | $1.96亿 | 0.16% | 1,912,586 | 404,162 | 26.8% | $4,134.63万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.98亿 | 0.16% | 1,442,502 | 14,610 | 1.0% | $200.09万 | 加仓 |
| CTAS | CINTAS CORP | $2.00亿 | 0.17% | 1,177,523 | -35,252 | -2.9% | -$599.58万 | 减仓 |
| PAYX | PAYCHEX INC | $2.01亿 | 0.17% | 2,045,500 | 199,742 | 10.8% | $1,964.09万 | 加仓 |
| TLT | ISHARES TR | $2.01亿 | 0.17% | 2,330,705 | 29,298 | 1.3% | $253.19万 | 加仓 |
| HON | HONEYWELL INTL INC | $2.02亿 | 0.17% | 900,107 | -887,010 | -49.6% | -$1.99亿 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.04亿 | 0.17% | 2,215,941 | -83,204 | -3.6% | -$766.23万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $2.06亿 | 0.17% | 931,045 | 931,045 | — | $2.06亿 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $2.07亿 | 0.17% | 617,045 | -5,217 | -0.8% | -$174.68万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2.09亿 | 0.17% | 720,886 | -58,710 | -7.5% | -$1,699.24万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $2.11亿 | 0.18% | 1,776,289 | -10,678 | -0.6% | -$127.06万 | 减仓 |
| NOW | SERVICENOW INC | $2.12亿 | 0.18% | 2,130,971 | 231,746 | 12.2% | $2,300.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2.13亿 | 0.18% | 1,982,325 | -285,254 | -12.6% | -$3,066.57万 | 减仓 |