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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $6.51亿 | 0.54% | 695,622 | -7,296 | -1.0% | -$682.68万 | 减仓 |
| KO | COCA COLA CO | $6.58亿 | 0.55% | 8,097,686 | -247,192 | -3.0% | -$2,008.93万 | 减仓 |
| GLW | CORNING INC | $6.61亿 | 0.55% | 2,586,481 | -86,505 | -3.2% | -$2,209.62万 | 减仓 |
| APH | AMPHENOL CORP | $6.64亿 | 0.55% | 3,763,474 | 55,792 | 1.5% | $983.73万 | 加仓 |
| IVV | ISHARES TR | $6.76亿 | 0.56% | 903,149 | 184,006 | 25.6% | $1.38亿 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6.77亿 | 0.56% | 4,616,122 | 37,281 | 0.8% | $546.70万 | 加仓 |
| META | META PLATFORMS INC | $6.94亿 | 0.58% | 1,231,479 | -158,292 | -11.4% | -$8,917.34万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7.19亿 | 0.60% | 2,108,508 | -57,621 | -2.7% | -$1,964.98万 | 减仓 |
| AGG | ISHARES TR | $7.26亿 | 0.60% | 7,338,388 | 19,138 | 0.3% | $189.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.70亿 | 0.64% | 2,736,515 | 59,267 | 2.2% | $1,666.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7.77亿 | 0.65% | 1,055,072 | -30,167 | -2.8% | -$2,221.84万 | 减仓 |
| TXN | TEXAS INSTRS INC | $7.93亿 | 0.66% | 2,659,759 | -281,605 | -9.6% | -$8,393.95万 | 减仓 |
| IVE | ISHARES TR | $8.10亿 | 0.67% | 3,566,472 | 305,458 | 9.4% | $6,935.72万 | 加仓 |
| PEP | PEPSICO INC | $8.45亿 | 0.70% | 6,239,792 | -101,849 | -1.6% | -$1,379.06万 | 减仓 |
| HD | HOME DEPOT INC | $9.06亿 | 0.75% | 2,568,267 | 68,561 | 2.7% | $2,418.16万 | 加仓 |
| ABBV | ABBVIE INC | $9.12亿 | 0.76% | 3,625,155 | -107,049 | -2.9% | -$2,693.82万 | 减仓 |
| LLY | ELI LILLY & CO | $9.44亿 | 0.79% | 786,902 | 7,745 | 1.0% | $929.07万 | 加仓 |
| IEFA | ISHARES TR | $10.23亿 | 0.85% | 10,588,773 | -892,252 | -7.8% | -$8,617.38万 | 减仓 |
| MRK | MERCK & CO INC | $10.50亿 | 0.87% | 8,169,394 | -122,432 | -1.5% | -$1,573.28万 | 减仓 |
| V | VISA INC | $10.89亿 | 0.91% | 3,173,435 | -105,564 | -3.2% | -$3,621.97万 | 减仓 |
| IVW | ISHARES TR | $11.24亿 | 0.93% | 8,171,635 | 880,207 | 12.1% | $1.21亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $11.31亿 | 0.94% | 4,454,737 | -34,384 | -0.8% | -$873.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $11.45亿 | 0.95% | 1,667,490 | 85,256 | 5.4% | $5,855.72万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $11.83亿 | 0.98% | 1,584,389 | -43,290 | -2.7% | -$3,233.04万 | 减仓 |
| GOOG | ALPHABET INC | $12.16亿 | 1.01% | 3,442,790 | 58,292 | 1.7% | $2,059.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $12.65亿 | 1.05% | 3,865,671 | 16,389 | 0.4% | $536.47万 | 加仓 |
| CSCO | CISCO SYS INC | $14.91亿 | 1.24% | 12,692,951 | -784,041 | -5.8% | -$9,209.36万 | 减仓 |
| AVGO | BROADCOM INC | $17.04亿 | 1.42% | 4,510,303 | 17,514 | 0.4% | $661.61万 | 加仓 |
| AMZN | AMAZON COM INC | $20.13亿 | 1.67% | 8,445,681 | 184,195 | 2.2% | $4,390.10万 | 加仓 |
| GOOGL | ALPHABET INC | $20.54亿 | 1.71% | 5,746,787 | -102,636 | -1.8% | -$3,668.04万 | 减仓 |
| MSFT | MICROSOFT CORP | $24.00亿 | 2.00% | 6,433,235 | -230,257 | -3.5% | -$8,589.43万 | 减仓 |
| AAPL | APPLE INC | $31.88亿 | 2.65% | 11,015,826 | -37,630 | -0.3% | -$1,088.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $33.06亿 | 2.75% | 16,520,061 | -48,976 | -0.3% | -$979.98万 | 减仓 |