STIFEL FINANCIAL CORP
ST. LOUIS MO · SEC CIK 0000720672
$1,087.91亿2026Q1 申报市值
3,624持仓数
15.9%前十大占比 · 第一大 2.7%
186 / 131新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABBV 加仓+$2.75亿
YUM 加仓+$2.63亿
AZN 新建仓+$1.35亿
PAYX 加仓+$8,093.93万
VWO 加仓+$7,894.38万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$7.88亿
MSFT 减仓-$1.31亿
AZN 清仓-$1.18亿
JNJ 减仓-$1.01亿
IWD 减仓-$9,625.95万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MPT | MEDICAL PROPERTIES TRUST INC | $16.64万 | 0.00% | 35,948 | -56,149 | -61.0% | -$26.00万 | 减仓 |
| NMR | NOMURA HLDGS INC | $16.67万 | 0.00% | 21,125 | 2,963 | 16.3% | $2.34万 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $16.72万 | 0.00% | 20,150 | 566 | 2.9% | $4,698 | 加仓 |
| FRST | PRIMIS FINANCIAL CORP | $16.84万 | 0.00% | 12,677 | 0 | 0.0% | — | 不变 |
| — | NUVEEN PA INVT QUALITY MUN F | $16.84万 | 0.00% | 14,115 | 4,009 | 39.7% | $4.78万 | 加仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $16.89万 | 0.00% | 60,765 | 33,010 | 118.9% | $9.18万 | 加仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $17.13万 | 0.00% | 22,338 | -2,511 | -10.1% | -$1.93万 | 减仓 |
| UAA | UNDER ARMOUR INC | $17.14万 | 0.00% | 29,002 | -2,046 | -6.6% | -$1.21万 | 减仓 |
| PPT | PUTNAM PREMIER INCOME TR | $17.18万 | 0.00% | 48,405 | 3,104 | 6.9% | $1.10万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $17.23万 | 0.00% | 17,056 | 409 | 2.5% | $4,131 | 加仓 |
| NOK | NOKIA CORP | $17.26万 | 0.00% | 21,465 | -5,614 | -20.7% | -$4.51万 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $17.38万 | 0.00% | 12,992 | -2,033 | -13.5% | -$2.72万 | 减仓 |
| MNKD | MANNKIND CORP | $17.39万 | 0.00% | 70,976 | 16,236 | 29.7% | $3.98万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $17.40万 | 0.00% | 11,092 | 165 | 1.5% | $2,589 | 加仓 |
| — | BLACKROCK VA MUN BD TR | $17.44万 | 0.00% | 16,837 | -2,158 | -11.4% | -$2.24万 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $17.52万 | 0.00% | 19,930 | 19,930 | — | $17.52万 | 新建仓 |
| UMAC | UNUSUAL MACHS INC | $17.52万 | 0.00% | 14,129 | -11,364 | -44.6% | -$14.09万 | 减仓 |
| PTRN | PATTERN GROUP INC | $17.75万 | 0.00% | 14,281 | 14,281 | — | $17.75万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $17.81万 | 0.00% | 13,605 | -10 | -0.1% | -$131 | 减仓 |
| PBI | PITNEY BOWES INC | $17.85万 | 0.00% | 16,155 | 15 | 0.1% | $166 | 加仓 |
| — | TWO HARBORS INVENTMENT CORPO | $17.88万 | 0.00% | 15,658 | 285 | 1.9% | $3,255 | 加仓 |
| — | HANCOCK JOHN INCOME SECS TR | $18.22万 | 0.00% | 16,652 | -8,615 | -34.1% | -$9.42万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $18.38万 | 0.00% | 15,967 | 5,131 | 47.4% | $5.91万 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $18.70万 | 0.00% | 20,854 | -6,003 | -22.4% | -$5.38万 | 减仓 |
| — | BITWISE XRP ETF | $18.72万 | 0.00% | 12,455 | 12,455 | — | $18.72万 | 新建仓 |
| NGL | NGL ENERGY PARTNERS LP | $18.99万 | 0.00% | 15,400 | -250 | -1.6% | -$3,083 | 减仓 |
| — | PIMCO HIGH INCOME FD | $19.19万 | 0.00% | 41,452 | 1,561 | 3.9% | $7,227 | 加仓 |
| — | AMICUS THERAPEUTIC | $19.46万 | 0.00% | 13,459 | 1,600 | 13.5% | $2.31万 | 加仓 |
| ERAS | ERASCA INC | $19.48万 | 0.00% | 12,037 | 1,737 | 16.9% | $2.81万 | 加仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $19.48万 | 0.00% | 12,937 | 127 | 1.0% | $1,913 | 加仓 |
| GOOS | CANADA GOOSE HLDGS INC | $19.60万 | 0.00% | 17,864 | 7,193 | 67.4% | $7.89万 | 加仓 |
| JANX | JANUX THERAPEUTICS INC | $19.70万 | 0.00% | 14,173 | 2,866 | 25.3% | $3.98万 | 重新持有 |
| NMFC | NEW MTN FIN CORP | $19.70万 | 0.00% | 25,390 | -2,517 | -9.0% | -$1.95万 | 减仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $19.70万 | 0.00% | 12,299 | -645 | -5.0% | -$1.03万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $19.71万 | 0.00% | 13,448 | 410 | 3.1% | $6,011 | 加仓 |
| BSBR | BANCO SANTANDER BRASIL S A | $19.74万 | 0.00% | 33,293 | 33,293 | — | $19.74万 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $19.76万 | 0.00% | 12,108 | 945 | 8.5% | $1.54万 | 加仓 |
| — | BAYFIRST FINANCIAL CORP | $19.81万 | 0.00% | 31,200 | 8,000 | 34.5% | $5.08万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $19.85万 | 0.00% | 10,905 | -14,148 | -56.5% | -$25.75万 | 减仓 |
| AI | C3 AI INC | $19.88万 | 0.00% | 23,615 | -9,010 | -27.6% | -$7.59万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $19.89万 | 0.00% | 80,532 | 35,689 | 79.6% | $8.82万 | 加仓 |
| ALMU | AELUMA INC | $19.90万 | 0.00% | 15,200 | 15,200 | — | $19.90万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD | $19.91万 | 0.00% | 18,103 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS REAL ESTATE O | $19.92万 | 0.00% | 13,700 | -1,777 | -11.5% | -$2.58万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $20.02万 | 0.00% | 23,328 | 9,949 | 74.4% | $8.54万 | 加仓 |
| NKTX | NKARTA INC | $20.09万 | 0.00% | 95,203 | -22,025 | -18.8% | -$4.65万 | 减仓 |
| — | SMITH DOUGLAS HOMES CORP | $20.15万 | 0.00% | 15,740 | 2,583 | 19.6% | $3.31万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $20.15万 | 0.00% | 5,565 | 5,565 | — | $20.15万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $20.16万 | 0.00% | 1,982 | 1,982 | — | $20.16万 | 新建仓 |
| — | TEMPLETON EMERGING MKTS INCO | $20.18万 | 0.00% | 33,574 | 389 | 1.2% | $2,338 | 加仓 |
| — | DEFINITIVE HEALTHCARE CORP | $20.19万 | 0.00% | 164,146 | 58,199 | 54.9% | $7.16万 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $20.20万 | 0.00% | 30,560 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $20.21万 | 0.00% | 4,457 | -7,340 | -62.2% | -$33.28万 | 减仓 |
| — | SPDR INDEX SHS FDS | $20.22万 | 0.00% | 2,621 | -4,457 | -63.0% | -$34.39万 | 重新持有 |
| DSCO | DOUBLELINE ETF TRUST | $20.27万 | 0.00% | 8,157 | 8,157 | — | $20.27万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $20.27万 | 0.00% | 2,195 | -13,176 | -85.7% | -$121.67万 | 减仓 |
| IBND | SPDR SERIES TRUST | $20.28万 | 0.00% | 6,524 | 32 | 0.5% | $995 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $20.30万 | 0.00% | 5,445 | 1,018 | 23.0% | $3.80万 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $20.33万 | 0.00% | 17,434 | -6,628 | -27.5% | -$7.73万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $20.33万 | 0.00% | 11,019 | -7,064 | -39.1% | -$13.03万 | 减仓 |
| HPK | HIGHPEAK ENERGY INC | $20.36万 | 0.00% | 29,500 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES | $20.39万 | 0.00% | 3,523 | -239 | -6.4% | -$1.38万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $20.41万 | 0.00% | 40,019 | -515,087 | -92.8% | -$262.70万 | 减仓 |
| GHM | GRAHAM CORP | $20.43万 | 0.00% | 2,589 | 2,589 | — | $20.43万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $20.60万 | 0.00% | 14,465 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRS INC | $20.60万 | 0.00% | 4,655 | 4,655 | — | $20.60万 | 新建仓 |
| VSTM | VERASTEM INC | $20.61万 | 0.00% | 38,891 | -881 | -2.2% | -$4,669 | 减仓 |
| ARCB | ARCBEST CORP | $20.63万 | 0.00% | 2,097 | -2,888 | -57.9% | -$28.41万 | 重新持有 |
| — | LIFEMD INC | $20.63万 | 0.00% | 57,139 | 57,139 | — | $20.63万 | 新建仓 |
| APPN | APPIAN CORP | $20.66万 | 0.00% | 8,570 | 1,763 | 25.9% | $4.25万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $20.69万 | 0.00% | 4,154 | 4,154 | — | $20.69万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $20.73万 | 0.00% | 30,265 | -15,733 | -34.2% | -$10.78万 | 减仓 |
| NRC | NATIONAL RESH CORP | $20.78万 | 0.00% | 12,238 | 1,569 | 14.7% | $2.66万 | 加仓 |
| SKYW | SKYWEST INC | $20.78万 | 0.00% | 2,263 | 233 | 11.5% | $2.14万 | 重新持有 |
| XMTR | XOMETRY INC | $20.83万 | 0.00% | 5,100 | -8 | -0.2% | -$327 | 减仓 |
| — | INNOVATOR ETFS TRUST | $20.83万 | 0.00% | 12,555 | 134 | 1.1% | $2,223 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.84万 | 0.00% | 10,735 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $20.86万 | 0.00% | 5,628 | -31 | -0.5% | -$1,149 | 减仓 |
| MPB | MID PENN BANCORP INC | $20.87万 | 0.00% | 6,490 | 0 | 0.0% | — | 不变 |
| EWP | ISHARES INC | $20.97万 | 0.00% | 3,862 | -573 | -12.9% | -$3.11万 | 减仓 |
| — | PACER FDS TR | $20.99万 | 0.00% | 11,061 | -201 | -1.8% | -$3,815 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $21.00万 | 0.00% | 3,026 | 35 | 1.2% | $2,429 | 加仓 |
| AMSF | AMERISAFE INC | $21.02万 | 0.00% | 6,308 | 267 | 4.4% | $8,899 | 加仓 |
| TSSI | TSS INC DEL | $21.03万 | 0.00% | 16,166 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES TR | $21.07万 | 0.00% | 3,031 | 76 | 2.6% | $5,283 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $21.10万 | 0.00% | 10,566 | -900 | -7.8% | -$1.80万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $21.16万 | 0.00% | 7,524 | -1,875 | -19.9% | -$5.27万 | 减仓 |
| MAC | MACERICH CO | $21.30万 | 0.00% | 11,271 | 654 | 6.2% | $1.24万 | 加仓 |
| MBI | MBIA INC | $21.32万 | 0.00% | 36,080 | 7,133 | 24.6% | $4.22万 | 加仓 |
| BSVN | BANK7 CORP | $21.34万 | 0.00% | 5,350 | -50 | -0.9% | -$1,994 | 减仓 |
| — | ETF SER SOLUTIONS | $21.37万 | 0.00% | 4,818 | -754 | -13.5% | -$3.34万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $21.38万 | 0.00% | 8,371 | -28,701 | -77.4% | -$73.30万 | 减仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $21.43万 | 0.00% | 29,511 | -1,773 | -5.7% | -$1.29万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $21.44万 | 0.00% | 3,242 | 147 | 4.7% | $9,720 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $21.44万 | 0.00% | 17,040 | -1,500 | -8.1% | -$1.89万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $21.50万 | 0.00% | 2,951 | -446 | -13.1% | -$3.25万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $21.52万 | 0.00% | 14,855 | 434 | 3.0% | $6,289 | 加仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $21.54万 | 0.00% | 31,960 | -3 | -0.0% | -$20 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.56万 | 0.00% | 8,670 | 40 | 0.5% | $995 | 重新持有 |
| DIVB | ISHARES TR | $21.67万 | 0.00% | 4,017 | 4,017 | — | $21.67万 | 新建仓 |