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 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED STS COMMODITY INDEX F | $27.45万 | 0.00% | 2,963 | -452 | -13.2% | -$4.19万 | 减仓 |
| IEX | IDEX CORP | $27.45万 | 0.00% | 1,209 | -44 | -3.5% | -$9,992 | 减仓 |
| CENX | CENTURY ALUM CO | $27.53万 | 0.00% | 5,983 | -1,664 | -21.8% | -$7.66万 | 减仓 |
| SHAK | SHAKE SHACK INC | $27.60万 | 0.00% | 4,927 | 4,927 | — | $27.60万 | 新建仓 |
| SNAP | SNAP INC | $27.67万 | 0.00% | 62,330 | 7,177 | 13.0% | $3.19万 | 加仓 |
| TRNS | TRANSCAT INC | $27.77万 | 0.00% | 2,993 | -298 | -9.1% | -$2.76万 | 减仓 |
| LEN/B | LENNAR CORP | $27.79万 | 0.00% | 3,132 | -100 | -3.1% | -$8,872 | 减仓 |
| LINC | LINCOLN EDL SVCS CORP | $27.83万 | 0.00% | 5,577 | -13 | -0.2% | -$649 | 减仓 |
| FNLC | FIRST BANCORP INC ME | $27.86万 | 0.00% | 8,000 | -22,420 | -73.7% | -$78.07万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $27.97万 | 0.00% | 12,093 | 1,676 | 16.1% | $3.88万 | 重新持有 |
| — | FIDELITY D & D BANCORP INC | $28.04万 | 0.00% | 5,453 | -18,389 | -77.1% | -$94.56万 | 减仓 |
| JFLX | J P MORGAN EXCHANGE TRADED F | $28.10万 | 0.00% | 5,575 | -326 | -5.5% | -$1.64万 | 重新持有 |
| — | KAMADA LTD | $28.18万 | 0.00% | 38,399 | 38,399 | — | $28.18万 | 新建仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $28.20万 | 0.00% | 29,041 | -464 | -1.6% | -$4,505 | 减仓 |
| AEG | AEGON LTD | $28.36万 | 0.00% | 33,597 | -569 | -1.7% | -$4,802 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $28.43万 | 0.00% | 6,964 | 99 | 1.4% | $4,042 | 加仓 |
| EWI | ISHARES INC | $28.43万 | 0.00% | 4,800 | -1,252 | -20.7% | -$7.42万 | 减仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $28.57万 | 0.00% | 7,117 | 7,117 | — | $28.57万 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $28.60万 | 0.00% | 11,584 | 11,584 | — | $28.60万 | 新建仓 |
| — | LISTED FDS TR | $28.71万 | 0.00% | 15,562 | 643 | 4.3% | $1.19万 | 加仓 |
| XRX | XEROX HOLDINGS CORP | $28.79万 | 0.00% | 91,974 | 27,071 | 41.7% | $8.47万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $28.79万 | 0.00% | 11,956 | 1,819 | 17.9% | $4.38万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.91万 | 0.00% | 5,259 | 320 | 6.5% | $1.76万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $28.92万 | 0.00% | 11,144 | 3,668 | 49.1% | $9.52万 | 加仓 |
| RAVI | FLEXSHARES TR | $28.99万 | 0.00% | 3,844 | -38 | -1.0% | -$2,866 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $29.03万 | 0.00% | 29,992 | -1,417 | -4.5% | -$1.37万 | 减仓 |
| RVTY | REVVITY INC | $29.12万 | 0.00% | 2,617 | 2,617 | — | $29.12万 | 新建仓 |
| ALVO | ALVOTECH | $29.13万 | 0.00% | 78,951 | 36,375 | 85.4% | $13.42万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $29.17万 | 0.00% | 14,023 | 14,023 | — | $29.17万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $29.18万 | 0.00% | 1,002 | 196 | 24.3% | $5.71万 | 加仓 |
| — | VANECK ETF TRUST | $29.21万 | 0.00% | 12,103 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $29.23万 | 0.00% | 25,092 | 25,092 | — | $29.23万 | 新建仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $29.28万 | 0.00% | 21,355 | -7,482 | -25.9% | -$10.26万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $29.28万 | 0.00% | 16,875 | -359 | -2.1% | -$6,229 | 减仓 |
| — | CODA OCTOPUS GROUP INC | $29.31万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $29.36万 | 0.00% | 5,459 | -9,630 | -63.8% | -$51.79万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $29.47万 | 0.00% | 4,018 | -21 | -0.5% | -$1,540 | 减仓 |
| — | CLEANCORE SOLUTIONS INC | $29.52万 | 0.00% | 360,000 | 360,000 | — | $29.52万 | 新建仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $29.53万 | 0.00% | 4,164 | -4,100 | -49.6% | -$29.08万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $29.64万 | 0.00% | 3,886 | 16 | 0.4% | $1,220 | 加仓 |
| — | AQUA METALS INC | $29.66万 | 0.00% | 102,642 | 20,826 | 25.5% | $6.02万 | 加仓 |
| — | BLACKROCK ENERGY & RES TR | $29.69万 | 0.00% | 20,032 | -12,576 | -38.6% | -$18.64万 | 减仓 |
| CCAP | CRESCENT CAP BDC INC | $29.73万 | 0.00% | 27,221 | 2,302 | 9.2% | $2.51万 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $29.79万 | 0.00% | 5,680 | 52 | 0.9% | $2,727 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $29.79万 | 0.00% | 18,222 | 2,408 | 15.2% | $3.94万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $29.81万 | 0.00% | 2,667 | -227 | -7.8% | -$2.54万 | 减仓 |
| CNM | CORE & MAIN INC | $29.88万 | 0.00% | 6,193 | -1,345 | -17.8% | -$6.49万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $29.91万 | 0.00% | 23,893 | 1,844 | 8.4% | $2.31万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $29.93万 | 0.00% | 5,737 | -4,491 | -43.9% | -$23.43万 | 减仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $29.98万 | 0.00% | 40,076 | -3,390 | -7.8% | -$2.54万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $30.02万 | 0.00% | 2,842 | 73 | 2.6% | $7,712 | 加仓 |
| TPC | TUTOR PERINI CORP | $30.09万 | 0.00% | 3,627 | 109 | 3.1% | $9,044 | 加仓 |
| KSS | KOHLS CORP | $30.10万 | 0.00% | 16,989 | -103 | -0.6% | -$1,825 | 减仓 |
| BTG | B2GOLD CORP | $30.11万 | 0.00% | 80,496 | -50,947 | -38.8% | -$19.05万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $30.37万 | 0.00% | 83,427 | -8,475 | -9.2% | -$3.08万 | 减仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $30.38万 | 0.00% | 3,407 | 0 | 0.0% | — | 不变 |
| — | XAI MADISON EQUITY PREMIUM I | $30.47万 | 0.00% | 55,207 | 215 | 0.4% | $1,187 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $30.53万 | 0.00% | 25,567 | -726 | -2.8% | -$8,668 | 减仓 |
| RAL | RALLIANT CORP | $30.54万 | 0.00% | 4,148 | -2,096 | -33.6% | -$15.43万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $30.58万 | 0.00% | 66,200 | -4,715 | -6.6% | -$2.18万 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $30.62万 | 0.00% | 25,310 | -50,743 | -66.7% | -$61.40万 | 减仓 |
| NGVT | INGEVITY CORP | $30.64万 | 0.00% | 4,103 | -1 | -0.0% | -$75 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $30.75万 | 0.00% | 4,014 | -153 | -3.7% | -$1.17万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $30.76万 | 0.00% | 10,979 | 0 | 0.0% | — | 不变 |
| EEMS | ISHARES INC | $30.85万 | 0.00% | 4,065 | 831 | 25.7% | $6.31万 | 加仓 |
| RBCAA | REPUBLIC BANCORP INC KY | $30.87万 | 0.00% | 3,414 | 3,414 | — | $30.87万 | 新建仓 |
| NRC | NRC HEALTH | $31.08万 | 0.00% | 14,409 | 2,171 | 17.7% | $4.68万 | 加仓 |
| — | WISDOMTREE TR | $31.21万 | 0.00% | 3,662 | 31 | 0.9% | $2,642 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $31.34万 | 0.00% | 22,944 | 411 | 1.8% | $5,614 | 加仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $31.35万 | 0.00% | 6,082 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $31.36万 | 0.00% | 14,268 | -501 | -3.4% | -$1.10万 | 减仓 |
| LTC | LTC PPTYS INC | $31.45万 | 0.00% | 8,179 | 28 | 0.3% | $1,077 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $31.50万 | 0.00% | 2,987 | -100 | -3.2% | -$1.05万 | 减仓 |
| — | PGIM ETF TR | $31.56万 | 0.00% | 6,200 | 6,200 | — | $31.56万 | 新建仓 |
| DGRS | WISDOMTREE TR | $31.56万 | 0.00% | 5,317 | -121 | -2.2% | -$7,182 | 减仓 |
| GTLB | GITLAB INC | $31.64万 | 0.00% | 10,364 | -44,226 | -81.0% | -$135.02万 | 减仓 |
| OPY | OPPENHEIMER HLDGS INC | $31.66万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $31.70万 | 0.00% | 6,151 | -253 | -4.0% | -$1.30万 | 减仓 |
| TOLZ | PROSHARES TR | $31.72万 | 0.00% | 5,351 | -120 | -2.2% | -$7,112 | 减仓 |
| AXGN | AXOGEN INC | $31.77万 | 0.00% | 6,879 | 6,879 | — | $31.77万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $31.79万 | 0.00% | 2,835 | 2,835 | — | $31.79万 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $31.88万 | 0.00% | 4,805 | 150 | 3.2% | $9,953 | 加仓 |
| LTPZ | PIMCO ETF TR | $31.99万 | 0.00% | 6,316 | 35 | 0.6% | $1,773 | 加仓 |
| RUN | SUNRUN INC | $32.09万 | 0.00% | 23,981 | 1,793 | 8.1% | $2.40万 | 加仓 |
| — | VICTORY PORTFOLIOS II | $32.14万 | 0.00% | 4,900 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $32.15万 | 0.00% | 7,623 | -6,429 | -45.8% | -$27.12万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $32.17万 | 0.00% | 6,655 | -328 | -4.7% | -$1.59万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $32.17万 | 0.00% | 107,232 | 2,798 | 2.7% | $8,394 | 加仓 |
| ERAS | ERASCA INC | $32.19万 | 0.00% | 17,572 | 5,535 | 46.0% | $10.14万 | 加仓 |
| TRIP | TRIPADVISOR INC | $32.30万 | 0.00% | 23,557 | 8,661 | 58.1% | $11.87万 | 加仓 |
| — | THE ALGER ETF TRUST | $32.36万 | 0.00% | 13,040 | -1,012 | -7.2% | -$2.51万 | 减仓 |
| — | GLOBAL X FDS | $32.37万 | 0.00% | 13,109 | 325 | 2.5% | $8,024 | 加仓 |
| MTUS | METALLUS INC | $32.55万 | 0.00% | 17,415 | 4,000 | 29.8% | $7.48万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $32.56万 | 0.00% | 9,784 | -4,302 | -30.5% | -$14.32万 | 减仓 |
| UI | UBIQUITI INC | $32.59万 | 0.00% | 610 | 22 | 3.7% | $1.18万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $32.63万 | 0.00% | 3,619 | -2,710 | -42.8% | -$24.43万 | 减仓 |
| — | WISDOMTREE TR | $32.72万 | 0.00% | 2,496 | 3 | 0.1% | $393 | 加仓 |
| TBCH | TURTLE BEACH CORP | $32.73万 | 0.00% | 26,286 | 4,229 | 19.2% | $5.27万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $32.87万 | 0.00% | 9,883 | -73,409 | -88.1% | -$244.16万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $32.91万 | 0.00% | 21,174 | 3,704 | 21.2% | $5.76万 | 加仓 |