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 |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | $25.92万 | 0.00% | 5,660 | -1,776 | -23.9% | -$8.13万 | 减仓 |
| FIGS | FIGS INC | $25.93万 | 0.00% | 17,555 | -514 | -2.8% | -$7,592 | 减仓 |
| RAL | RALLIANT CORP | $25.97万 | 0.00% | 6,244 | -4,982 | -44.4% | -$20.72万 | 减仓 |
| DAKT | DAKTRONICS INC | $26.02万 | 0.00% | 13,311 | -179,682 | -93.1% | -$351.28万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $26.06万 | 0.00% | 2,769 | -567 | -17.0% | -$5.34万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $26.21万 | 0.00% | 26,369 | 14,353 | 119.4% | $14.27万 | 重新持有 |
| OFRM | ONCE UPON A FARM PBC | $26.23万 | 0.00% | 16,040 | 16,040 | — | $26.23万 | 新建仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $26.27万 | 0.00% | 14,769 | -10,003 | -40.4% | -$17.79万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $26.32万 | 0.00% | 5,621 | 373 | 7.1% | $1.75万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $26.35万 | 0.00% | 11,144 | 662 | 6.3% | $1.57万 | 加仓 |
| MYRG | MYR GROUP INC | $26.37万 | 0.00% | 934 | -157 | -14.4% | -$4.43万 | 减仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $26.52万 | 0.00% | 2,313 | -19 | -0.8% | -$2,179 | 减仓 |
| TXUE | THORNBURG ETF TR | $26.57万 | 0.00% | 8,253 | 8,253 | — | $26.57万 | 新建仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $26.59万 | 0.00% | 6,977 | 6,977 | — | $26.59万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $26.65万 | 0.00% | 806 | -3,081 | -79.3% | -$101.87万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $26.65万 | 0.00% | 6,285 | 354 | 6.0% | $1.50万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $26.67万 | 0.00% | 3,407 | -2 | -0.1% | -$157 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $26.75万 | 0.00% | 19,441 | 9,378 | 93.2% | $12.90万 | 加仓 |
| OPY | OPPENHEIMER HLDGS INC | $26.76万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $26.83万 | 0.00% | 25,262 | 2,476 | 10.9% | $2.63万 | 加仓 |
| SSYS | STRATASYS LTD | $26.83万 | 0.00% | 34,351 | 7,754 | 29.2% | $6.06万 | 加仓 |
| BRKR | BRUKER CORP | $26.89万 | 0.00% | 7,446 | 250 | 3.5% | $9,029 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $26.95万 | 0.00% | 31,636 | -3,488 | -9.9% | -$2.97万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $26.96万 | 0.00% | 21,445 | 2,378 | 12.5% | $2.99万 | 加仓 |
| TU | TELUS CORPORATION | $27.00万 | 0.00% | 21,041 | -3,100 | -12.8% | -$3.98万 | 减仓 |
| CIM | CHIMERA INVT CORP | $27.03万 | 0.00% | 21,535 | 10,450 | 94.3% | $13.11万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $27.04万 | 0.00% | 12,148 | -692 | -5.4% | -$1.54万 | 减仓 |
| BOKF | BOK FINL CORP | $27.07万 | 0.00% | 2,114 | -222 | -9.5% | -$2.84万 | 减仓 |
| — | OSISKO DEVELOPMENT CORP | $27.14万 | 0.00% | 83,500 | -1,000 | -1.2% | -$3,250 | 减仓 |
| TPC | TUTOR PERINI CORP | $27.16万 | 0.00% | 3,518 | -174 | -4.7% | -$1.34万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $27.16万 | 0.00% | 15,089 | 1,540 | 11.4% | $2.77万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $27.18万 | 0.00% | 11,386 | 11,386 | — | $27.18万 | 新建仓 |
| LEN/B | LENNAR CORP | $27.19万 | 0.00% | 3,232 | -683 | -17.4% | -$5.75万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $27.26万 | 0.00% | 2,882 | 2,882 | — | $27.26万 | 新建仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $27.31万 | 0.00% | 10,671 | 10,671 | — | $27.31万 | 新建仓 |
| EWG | ISHARES INC | $27.33万 | 0.00% | 6,889 | -7,396 | -51.8% | -$29.34万 | 减仓 |
| — | THE ALGER ETF TRUST | $27.37万 | 0.00% | 14,052 | 310 | 2.3% | $6,039 | 加仓 |
| EPU | ISHARES TR | $27.43万 | 0.00% | 3,398 | 3,398 | — | $27.43万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $27.44万 | 0.00% | 1,391 | -8 | -0.6% | -$1,578 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $27.46万 | 0.00% | 8,975 | -195 | -2.1% | -$5,967 | 减仓 |
| PFFD | GLOBAL X FDS | $27.48万 | 0.00% | 14,935 | -4,656 | -23.8% | -$8.57万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $27.61万 | 0.00% | 22,049 | 2,928 | 15.3% | $3.67万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $27.61万 | 0.00% | 6,131 | 104 | 1.7% | $4,683 | 加仓 |
| TDTT | FLEXSHARES TR | $27.76万 | 0.00% | 11,454 | -3,864 | -25.2% | -$9.37万 | 减仓 |
| — | GLOBAL X FDS | $27.80万 | 0.00% | 9,109 | -5,466 | -37.5% | -$16.68万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $27.89万 | 0.00% | 2,492 | 2,492 | — | $27.89万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $27.89万 | 0.00% | 13,436 | -49,532 | -78.7% | -$102.83万 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $27.90万 | 0.00% | 3,710 | -52 | -1.4% | -$3,911 | 减仓 |
| SYNA | SYNAPTICS INC | $27.94万 | 0.00% | 3,989 | 1,281 | 47.3% | $8.97万 | 加仓 |
| VAL | VALARIS LTD | $27.95万 | 0.00% | 2,851 | -1,237 | -30.3% | -$12.13万 | 减仓 |
| STRA | STRATEGIC ED INC | $27.99万 | 0.00% | 3,374 | 22 | 0.7% | $1,825 | 加仓 |
| — | TIDAL TRUST II | $28.05万 | 0.00% | 13,576 | 13,576 | — | $28.05万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $28.12万 | 0.00% | 2,964 | 2,964 | — | $28.12万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $28.19万 | 0.00% | 4,456 | -2,635 | -37.2% | -$16.67万 | 减仓 |
| IWC | ISHARES TR | $28.22万 | 0.00% | 1,766 | 427 | 31.9% | $6.82万 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $28.23万 | 0.00% | 9,023 | 2,200 | 32.2% | $6.88万 | 加仓 |
| AMR | ALPHA METALLURGICAL RESOUR I | $28.25万 | 0.00% | 1,376 | 1,376 | — | $28.25万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $28.29万 | 0.00% | 17,227 | 3,310 | 23.8% | $5.44万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $28.33万 | 0.00% | 8,201 | 195 | 2.4% | $6,737 | 加仓 |
| — | AEMETIS INC | $28.36万 | 0.00% | 88,913 | 2,320 | 2.7% | $7,401 | 加仓 |
| — | FITLIFE BRANDS INC | $28.37万 | 0.00% | 19,980 | -20,428 | -50.6% | -$29.01万 | 减仓 |
| AIZ | ASSURANT INC | $28.40万 | 0.00% | 1,303 | -3,914 | -75.0% | -$85.30万 | 减仓 |
| TLS | TELOS CORP MD | $28.49万 | 0.00% | 67,986 | 29,734 | 77.7% | $12.46万 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $28.58万 | 0.00% | 19,970 | -594 | -2.9% | -$8,500 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $28.60万 | 0.00% | 5,502 | -1,878 | -25.4% | -$9.76万 | 减仓 |
| OSS | ONE STOP SYS INC | $28.70万 | 0.00% | 37,913 | 37,913 | — | $28.70万 | 新建仓 |
| — | VANECK ETF TRUST | $28.71万 | 0.00% | 3,173 | 1,069 | 50.8% | $9.67万 | 加仓 |
| DGRS | WISDOMTREE TR | $28.80万 | 0.00% | 5,438 | -8 | -0.1% | -$424 | 减仓 |
| ROG | ROGERS CORP | $28.84万 | 0.00% | 2,687 | 2,687 | — | $28.84万 | 新建仓 |
| — | WISDOMTREE TR | $28.85万 | 0.00% | 2,493 | 1 | 0.0% | $116 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $28.85万 | 0.00% | 19,430 | -212 | -1.1% | -$3,148 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $28.93万 | 0.00% | 1,068 | -200 | -15.8% | -$5.42万 | 减仓 |
| — | VANECK ETF TRUST | $29.00万 | 0.00% | 12,103 | 863 | 7.7% | $2.07万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $29.03万 | 0.00% | 20,106 | 1,500 | 8.1% | $2.17万 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $29.03万 | 0.00% | 9,869 | -20 | -0.2% | -$588 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $29.06万 | 0.00% | 16,028 | 16,028 | — | $29.06万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $29.10万 | 0.00% | 5,651 | -18,440 | -76.5% | -$94.96万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $29.13万 | 0.00% | 11,084 | 2,054 | 22.7% | $5.40万 | 加仓 |
| EWL | ISHARES INC | $29.14万 | 0.00% | 4,956 | 109 | 2.2% | $6,409 | 加仓 |
| NGVT | INGEVITY CORP | $29.23万 | 0.00% | 4,104 | -8,275 | -66.8% | -$58.94万 | 减仓 |
| RAVI | FLEXSHARES TR | $29.27万 | 0.00% | 3,882 | -1,538 | -28.4% | -$11.60万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $29.36万 | 0.00% | 10,979 | 0 | 0.0% | — | 不变 |
| DAPP | VANECK ETF TRUST | $29.38万 | 0.00% | 19,689 | 4,166 | 26.8% | $6.22万 | 加仓 |
| NWSA | NEWS CORP NEW | $29.43万 | 0.00% | 11,806 | -1,519 | -11.4% | -$3.79万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $29.51万 | 0.00% | 84,544 | -625 | -0.7% | -$2,181 | 减仓 |
| — | KRANESHARES TRUST | $29.52万 | 0.00% | 15,775 | -150 | -0.9% | -$2,806 | 减仓 |
| RH | RH | $29.52万 | 0.00% | 2,111 | -9,782 | -82.3% | -$136.77万 | 重新持有 |
| — | GLOBAL X FDS | $29.53万 | 0.00% | 12,784 | -5,354 | -29.5% | -$12.37万 | 减仓 |
| FSTR | FOSTER L B CO | $29.55万 | 0.00% | 10,593 | 225 | 2.2% | $6,278 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $29.58万 | 0.00% | 12,415 | -990 | -7.4% | -$2.36万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $29.62万 | 0.00% | 4,755 | 0 | 0.0% | — | 不变 |
| SRTA | STRATA CRITICAL MEDICAL INC | $29.69万 | 0.00% | 71,030 | 6,380 | 9.9% | $2.67万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $29.71万 | 0.00% | 26,293 | -9,372 | -26.3% | -$10.59万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $29.71万 | 0.00% | 4,729 | -1,152 | -19.6% | -$7.24万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $30.03万 | 0.00% | 6,477 | 6,477 | — | $30.03万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $30.06万 | 0.00% | 4,027 | -2,364 | -37.0% | -$17.65万 | 减仓 |
| — | WISDOMTREE TR | $30.08万 | 0.00% | 3,631 | 1 | 0.0% | $83 | 加仓 |
| RUN | SUNRUN INC | $30.09万 | 0.00% | 22,188 | -3,734 | -14.4% | -$5.06万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $30.11万 | 0.00% | 4,939 | 4,939 | — | $30.11万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $30.20万 | 0.00% | 6,156 | 6,156 | — | $30.20万 | 新建仓 |