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 |
|---|---|---|---|---|---|---|---|---|
| — | BAYFIRST FINANCIAL CORP | $18.34万 | 0.00% | 36,673 | 5,473 | 17.5% | $2.74万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $18.45万 | 0.00% | 20,569 | -2,759 | -11.8% | -$2.47万 | 减仓 |
| — | TWO HARBORS INVENTMENT CORPO | $18.46万 | 0.00% | 14,876 | -782 | -5.0% | -$9,705 | 减仓 |
| NMR | NOMURA HLDGS INC | $18.55万 | 0.00% | 21,125 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $18.64万 | 0.00% | 37,361 | -2,658 | -6.6% | -$1.33万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $19.04万 | 0.00% | 20,869 | 15 | 0.1% | $137 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $19.10万 | 0.00% | 32,322 | -3,389 | -9.5% | -$2.00万 | 减仓 |
| AVTR | AVANTOR INC | $19.35万 | 0.00% | 19,542 | 9,337 | 91.5% | $9.24万 | 加仓 |
| MBI | MBIA INC | $19.43万 | 0.00% | 29,804 | -6,276 | -17.4% | -$4.09万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $19.48万 | 0.00% | 71,615 | 10,850 | 17.9% | $2.95万 | 加仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $19.78万 | 0.00% | 12,767 | -170 | -1.3% | -$2,633 | 减仓 |
| TSSI | TSS INC DEL | $19.88万 | 0.00% | 16,166 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST | $20.03万 | 0.00% | 1,273 | 1,273 | — | $20.03万 | 新建仓 |
| — | KKR INCOME OPPORTUNITIES FD | $20.03万 | 0.00% | 17,793 | -310 | -1.7% | -$3,491 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $20.04万 | 0.00% | 5,168 | 5,168 | — | $20.04万 | 新建仓 |
| UNIT | UNITI GROUP LLC | $20.04万 | 0.00% | 17,474 | 3,065 | 21.3% | $3.52万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $20.09万 | 0.00% | 12,256 | -43 | -0.3% | -$705 | 减仓 |
| NKTX | NKARTA INC | $20.10万 | 0.00% | 71,032 | -24,171 | -25.4% | -$6.84万 | 减仓 |
| LINE | LINEAGE INC | $20.11万 | 0.00% | 4,649 | 4,649 | — | $20.11万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $20.12万 | 0.00% | 4,268 | -1,465 | -25.6% | -$6.91万 | 减仓 |
| ENOV | ENOVIS CORPORATION | $20.15万 | 0.00% | 9,733 | -19,451 | -66.6% | -$40.26万 | 减仓 |
| — | ISHARES TR | $20.17万 | 0.00% | 7,620 | 7,620 | — | $20.17万 | 新建仓 |
| WU | WESTERN UN CO | $20.24万 | 0.00% | 26,280 | 137 | 0.5% | $1,055 | 加仓 |
| VAL | VALARIS LTD | $20.28万 | 0.00% | 2,794 | -57 | -2.0% | -$4,138 | 减仓 |
| WLY | WILEY JOHN & SONS INC | $20.29万 | 0.00% | 4,183 | 4,183 | — | $20.29万 | 新建仓 |
| DNOW | DNOW INC | $20.30万 | 0.00% | 15,653 | -21,705 | -58.1% | -$28.15万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $20.36万 | 0.00% | 23,009 | 1,564 | 7.3% | $1.38万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $20.37万 | 0.00% | 2,518 | 2,518 | — | $20.37万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $20.45万 | 0.00% | 7,334 | 7,334 | — | $20.45万 | 新建仓 |
| FIGS | FIGS INC | $20.50万 | 0.00% | 20,043 | 2,488 | 14.2% | $2.55万 | 加仓 |
| SBGI | SINCLAIR INC | $20.53万 | 0.00% | 14,408 | 3,328 | 30.0% | $4.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $20.55万 | 0.00% | 7,856 | 7,856 | — | $20.55万 | 新建仓 |
| LDP | COHEN & STEERS LTD DURATION | $20.58万 | 0.00% | 9,724 | -842 | -8.0% | -$1.78万 | 减仓 |
| EIDO | ISHARES TR | $20.59万 | 0.00% | 18,209 | 18,209 | — | $20.59万 | 新建仓 |
| HPK | HIGHPEAK ENERGY INC | $20.62万 | 0.00% | 29,500 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $20.65万 | 0.00% | 4,105 | -404 | -9.0% | -$2.03万 | 重新持有 |
| DSCO | DOUBLELINE ETF TRUST | $20.65万 | 0.00% | 8,284 | 127 | 1.6% | $3,166 | 加仓 |
| PLGO | PELAGOS INS CAP LTD | $20.66万 | 0.00% | 8,486 | 8,486 | — | $20.66万 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $20.71万 | 0.00% | 4,154 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $20.72万 | 0.00% | 10,810 | -251 | -2.3% | -$4,811 | 减仓 |
| TMP | TOMPKINS FINL CORP | $20.73万 | 0.00% | 2,193 | 2,193 | — | $20.73万 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $20.77万 | 0.00% | 13,085 | -1,047 | -7.4% | -$1.66万 | 减仓 |
| SM | SM ENERGY COMPANY | $20.81万 | 0.00% | 7,971 | -2,486 | -23.8% | -$6.49万 | 减仓 |
| MAT | MATTEL INC | $20.82万 | 0.00% | 14,997 | -9,914 | -39.8% | -$13.76万 | 减仓 |
| — | NUVEEN MORTGAGE AND INCOME F | $20.91万 | 0.00% | 11,962 | 0 | 0.0% | — | 不变 |
| BRW | SABA CAPITAL INCOME & OPRNT | $20.94万 | 0.00% | 31,877 | -83 | -0.3% | -$545 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $20.98万 | 0.00% | 4,311 | -146 | -3.3% | -$7,104 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $21.03万 | 0.00% | 14,465 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $21.04万 | 0.00% | 9,330 | 9,330 | — | $21.04万 | 新建仓 |
| COFS | CHOICEONE FINANCIA | $21.04万 | 0.00% | 6,189 | -4,869 | -44.0% | -$16.55万 | 减仓 |
| — | SPDR INDEX SHS FDS | $21.11万 | 0.00% | 2,642 | 21 | 0.8% | $1,678 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $21.12万 | 0.00% | 12,201 | -791 | -6.1% | -$1.37万 | 减仓 |
| AIP | ARTERIS INC | $21.14万 | 0.00% | 4,351 | 4,351 | — | $21.14万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.15万 | 0.00% | 10,735 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $21.16万 | 0.00% | 12,631 | 12,631 | — | $21.16万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $21.20万 | 0.00% | 70,437 | 19,900 | 39.4% | $5.99万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $21.46万 | 0.00% | 10,453 | 10,453 | — | $21.46万 | 新建仓 |
| — | HANCOCK JOHN INCOME SECS TR | $21.57万 | 0.00% | 19,568 | 2,916 | 17.5% | $3.21万 | 加仓 |
| OXM | OXFORD INDS INC | $21.59万 | 0.00% | 6,190 | 6,190 | — | $21.59万 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $21.66万 | 0.00% | 6,220 | -6,065 | -49.4% | -$21.12万 | 减仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $21.70万 | 0.00% | 7,096 | 7,096 | — | $21.70万 | 新建仓 |
| GABC | GERMAN AMERN BANCORP INC | $21.74万 | 0.00% | 4,581 | -3,112 | -40.5% | -$14.77万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $21.81万 | 0.00% | 20,631 | -5,738 | -21.8% | -$6.06万 | 减仓 |
| — | ABRDN FDS | $21.83万 | 0.00% | 5,957 | 5,957 | — | $21.83万 | 新建仓 |
| COMP | COMPASS INC | $21.87万 | 0.00% | 17,738 | -16 | -0.1% | -$197 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $21.88万 | 0.00% | 5,303 | -130 | -2.4% | -$5,363 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.90万 | 0.00% | 1,848 | 1,848 | — | $21.90万 | 新建仓 |
| — | SUMMIT ST BK SANTA ROSA CALI | $21.99万 | 0.00% | 16,220 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $22.00万 | 0.00% | 8,481 | -26 | -0.3% | -$674 | 重新持有 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $22.02万 | 0.00% | 20,169 | 158 | 0.8% | $1,725 | 加仓 |
| HOPE | HOPE BANCORP INC | $22.05万 | 0.00% | 16,121 | 4,970 | 44.6% | $6.80万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUN INCO | $22.06万 | 0.00% | 14,925 | -600 | -3.9% | -$8,868 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $22.11万 | 0.00% | 2,697 | 2,697 | — | $22.11万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $22.14万 | 0.00% | 14,654 | 31 | 0.2% | $468 | 加仓 |
| — | ISHARES TR | $22.18万 | 0.00% | 10,015 | 5 | 0.0% | $111 | 加仓 |
| EPOL | ISHARES TR | $22.24万 | 0.00% | 5,759 | -17,531 | -75.3% | -$67.69万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $22.28万 | 0.00% | 5,271 | 5,271 | — | $22.28万 | 新建仓 |
| NWSA | NEWS CORP NEW | $22.28万 | 0.00% | 8,974 | -2,832 | -24.0% | -$7.03万 | 减仓 |
| FOR | FORESTAR GROUP INC | $22.34万 | 0.00% | 7,060 | 7,060 | — | $22.34万 | 新建仓 |
| IQDF | FLEXSHARES TR | $22.36万 | 0.00% | 6,469 | 6,469 | — | $22.36万 | 新建仓 |
| SKYW | SKYWEST INC | $22.38万 | 0.00% | 2,253 | -10 | -0.4% | -$993 | 减仓 |
| FFA | FIRST TR ENHANCED EQUITY | $22.38万 | 0.00% | 10,010 | -175 | -1.7% | -$3,913 | 重新持有 |
| CSPF | COHEN & STEERS ETF TRUST | $22.40万 | 0.00% | 8,589 | 8,589 | — | $22.40万 | 新建仓 |
| — | WISDOMTREE TR | $22.52万 | 0.00% | 4,000 | -50 | -1.2% | -$2,815 | 减仓 |
| STOT | SSGA ACTIVE TR | $22.59万 | 0.00% | 4,800 | -8,558 | -64.1% | -$40.27万 | 减仓 |
| NWFL | NORWOOD FINANCIAL CORP | $22.60万 | 0.00% | 7,028 | -2,841 | -28.8% | -$9.13万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $22.61万 | 0.00% | 20,958 | 7,372 | 54.3% | $7.95万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $22.65万 | 0.00% | 2,705 | -1,005 | -27.1% | -$8.41万 | 减仓 |
| SMTH | ALPS ETF TR | $22.71万 | 0.00% | 8,821 | -1,189 | -11.9% | -$3.06万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $22.72万 | 0.00% | 14,658 | -4,772 | -24.6% | -$7.40万 | 减仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $22.73万 | 0.00% | 10,013 | 10,013 | — | $22.73万 | 新建仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $22.74万 | 0.00% | 2,716 | 2,716 | — | $22.74万 | 新建仓 |
| BFS | SAUL CTRS INC | $22.74万 | 0.00% | 6,083 | 6,083 | — | $22.74万 | 新建仓 |
| — | PROSHARES TR | $22.77万 | 0.00% | 3,510 | -75 | -2.1% | -$4,866 | 减仓 |
| — | TEMPLETON EMERGING MKTS INCO | $22.79万 | 0.00% | 33,807 | 233 | 0.7% | $1,570 | 加仓 |
| DUOL | DUOLINGO INC | $22.88万 | 0.00% | 1,989 | 309 | 18.4% | $3.55万 | 重新持有 |
| Z | ZILLOW GROUP INC | $22.93万 | 0.00% | 7,276 | 7,276 | — | $22.93万 | 新建仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $22.94万 | 0.00% | 26,799 | -2,175 | -7.5% | -$1.86万 | 减仓 |
| — | EATON VANCE FLOATING RATE IN | $22.96万 | 0.00% | 21,261 | -1,700 | -7.4% | -$1.84万 | 减仓 |
| — | SUNRISE RLTY TR INC | $22.98万 | 0.00% | 29,091 | -50,919 | -63.6% | -$40.23万 | 减仓 |