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 |
|---|---|---|---|---|---|---|---|---|
| FTDR | FRONTDOOR INC | $35.16万 | 0.00% | 6,652 | -9,063 | -57.7% | -$47.91万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $35.27万 | 0.00% | 31,409 | 4,051 | 14.8% | $4.55万 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $35.32万 | 0.00% | 5,151 | 4 | 0.1% | $274 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $35.34万 | 0.00% | 5,129 | -2,807 | -35.4% | -$19.34万 | 减仓 |
| U | UNITY SOFTWARE INC | $35.39万 | 0.00% | 16,132 | -3,764 | -18.9% | -$8.26万 | 减仓 |
| — | ALPS ETF TR | $35.40万 | 0.00% | 4,265 | -50 | -1.2% | -$4,150 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $35.46万 | 0.00% | 9,029 | 1,049 | 13.1% | $4.12万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $35.52万 | 0.00% | 10,410 | 2,067 | 24.8% | $7.05万 | 加仓 |
| EBND | SPDR SERIES TRUST | $35.59万 | 0.00% | 17,242 | 2,210 | 14.7% | $4.56万 | 加仓 |
| — | CADELER A S | $35.76万 | 0.00% | 15,199 | -1,360 | -8.2% | -$3.20万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $35.77万 | 0.00% | 13,559 | -17,389 | -56.2% | -$45.87万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $35.80万 | 0.00% | 7,592 | 60 | 0.8% | $2,829 | 加仓 |
| RDY | DR REDDYS LABS LTD | $35.83万 | 0.00% | 25,869 | 2,405 | 10.2% | $3.33万 | 加仓 |
| ASLV | ALLSPRING EXCHANGE TRADED FU | $35.86万 | 0.00% | 12,894 | 12,894 | — | $35.86万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $35.92万 | 0.00% | 7,559 | -210 | -2.7% | -$9,979 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $35.95万 | 0.00% | 9,340 | 9,340 | — | $35.95万 | 新建仓 |
| — | NUVEEN N Y MUN VALUE FD | $36.03万 | 0.00% | 43,144 | 5,898 | 15.8% | $4.92万 | 加仓 |
| IDOG | ALPS ETF TR | $36.08万 | 0.00% | 8,661 | -859 | -9.0% | -$3.58万 | 减仓 |
| PI | IMPINJ INC | $36.10万 | 0.00% | 3,515 | 3,515 | — | $36.10万 | 新建仓 |
| HYGV | FLEXSHARES TR | $36.11万 | 0.00% | 9,013 | 57 | 0.6% | $2,283 | 加仓 |
| — | WESTERN ASSET INVT GRADE OPP | $36.11万 | 0.00% | 22,442 | 5,912 | 35.8% | $9.51万 | 加仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $36.16万 | 0.00% | 43,466 | -16,382 | -27.4% | -$13.63万 | 减仓 |
| — | GABELLI CONV & INC SECS FD I | $36.18万 | 0.00% | 84,543 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $36.20万 | 0.00% | 24,911 | -808 | -3.1% | -$1.17万 | 减仓 |
| HL | HECLA MINING COMPANY | $36.20万 | 0.00% | 19,429 | -97,707 | -83.4% | -$182.03万 | 减仓 |
| LZB | LA Z BOY INC | $36.25万 | 0.00% | 11,277 | 11,277 | — | $36.25万 | 新建仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $36.31万 | 0.00% | 25,198 | 197 | 0.8% | $2,839 | 加仓 |
| TRMK | TRUSTMARK CORP | $36.40万 | 0.00% | 8,637 | 765 | 9.7% | $3.22万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $36.41万 | 0.00% | 17,746 | 923 | 5.5% | $1.89万 | 加仓 |
| VVX | V2X INC | $36.44万 | 0.00% | 5,319 | 675 | 14.5% | $4.62万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $36.59万 | 0.00% | 5,956 | 1,229 | 26.0% | $7.55万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $36.83万 | 0.00% | 63,167 | 25 | 0.0% | $146 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $36.93万 | 0.00% | 50,734 | 3,875 | 8.3% | $2.82万 | 加仓 |
| GRPN | GROUPON INC | $36.94万 | 0.00% | 31,041 | -575 | -1.8% | -$6,843 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $36.94万 | 0.00% | 61,463 | 735 | 1.2% | $4,417 | 加仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $37.07万 | 0.00% | 32,862 | -731 | -2.2% | -$8,246 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $37.08万 | 0.00% | 10,987 | 3,530 | 47.3% | $11.91万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $37.12万 | 0.00% | 29,438 | -115,814 | -79.7% | -$146.04万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $37.14万 | 0.00% | 3,451 | -868 | -20.1% | -$9.34万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $37.15万 | 0.00% | 6,777 | -1,074 | -13.7% | -$5.89万 | 减仓 |
| CNM | CORE & MAIN INC | $37.24万 | 0.00% | 7,538 | 592 | 8.5% | $2.92万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $37.30万 | 0.00% | 12,090 | -1,134 | -8.6% | -$3.50万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $37.31万 | 0.00% | 6,573 | 6,573 | — | $37.31万 | 新建仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $37.34万 | 0.00% | 9,695 | 121 | 1.3% | $4,660 | 加仓 |
| RRC | RANGE RES CORP | $37.47万 | 0.00% | 8,293 | 2,212 | 36.4% | $9.99万 | 加仓 |
| — | ORACLE CORP | $37.50万 | 0.00% | 8,331 | 8,331 | — | $37.50万 | 新建仓 |
| — | NAVIENT CORPORATION | $37.63万 | 0.00% | 45,997 | 8,828 | 23.8% | $7.22万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $37.68万 | 0.00% | 7,148 | 7,148 | — | $37.68万 | 新建仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $37.79万 | 0.00% | 36,766 | -1,440 | -3.8% | -$1.48万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $37.84万 | 0.00% | 18,873 | -49,228 | -72.3% | -$98.70万 | 减仓 |
| — | PUTNAM ETF TRUST | $37.85万 | 0.00% | 48,582 | -10,291 | -17.5% | -$8.02万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $37.93万 | 0.00% | 85,626 | 28,684 | 50.4% | $12.71万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $37.95万 | 0.00% | 18,769 | 118 | 0.6% | $2,386 | 加仓 |
| FLRN | SPDR SERIES TRUST | $37.96万 | 0.00% | 12,332 | 15 | 0.1% | $462 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $38.03万 | 0.00% | 47,307 | -3,650 | -7.2% | -$2.93万 | 减仓 |
| COHU | COHU INC | $38.31万 | 0.00% | 12,512 | 12,512 | — | $38.31万 | 新建仓 |
| CASH | PATHWARD FINANCIAL INC | $38.45万 | 0.00% | 4,309 | -163 | -3.6% | -$1.45万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $38.53万 | 0.00% | 5,111 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE TR | $38.56万 | 0.00% | 5,736 | -597 | -9.4% | -$4.01万 | 减仓 |
| PAPI | MORGAN STANLEY ETF TRUST | $38.60万 | 0.00% | 14,107 | -29,102 | -67.4% | -$79.62万 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $38.67万 | 0.00% | 30,143 | -1,077 | -3.4% | -$1.38万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $38.68万 | 0.00% | 8,432 | 264 | 3.2% | $1.21万 | 加仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $38.70万 | 0.00% | 36,892 | 36,892 | — | $38.70万 | 新建仓 |
| GVIP | GOLDMAN SACHS ETF TR | $38.73万 | 0.00% | 2,658 | 1,244 | 88.0% | $18.13万 | 加仓 |
| SPSC | SPS COMM INC | $38.77万 | 0.00% | 6,965 | -1,506 | -17.8% | -$8.38万 | 减仓 |
| LMND | LEMONADE INC | $39.09万 | 0.00% | 6,237 | -1,069 | -14.6% | -$6.70万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $39.11万 | 0.00% | 3,331 | -15 | -0.4% | -$1,761 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $39.18万 | 0.00% | 47,952 | -3,338 | -6.5% | -$2.73万 | 减仓 |
| PLUS | EPLUS INC | $39.18万 | 0.00% | 5,207 | 84 | 1.6% | $6,321 | 加仓 |
| XT | ISHARES TR | $39.19万 | 0.00% | 5,753 | -3,120 | -35.2% | -$21.25万 | 减仓 |
| WEN | WENDYS CO | $39.24万 | 0.00% | 56,463 | -7,655 | -11.9% | -$5.32万 | 减仓 |
| CBT | CABOT CORP | $39.29万 | 0.00% | 5,217 | -81 | -1.5% | -$6,100 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $39.29万 | 0.00% | 20,594 | 4,161 | 25.3% | $7.94万 | 加仓 |
| ISHG | ISHARES TR | $39.30万 | 0.00% | 5,298 | 2,570 | 94.2% | $19.06万 | 重新持有 |
| ADT | ADT INC DEL | $39.33万 | 0.00% | 59,858 | -45,514 | -43.2% | -$29.90万 | 减仓 |
| DTD | WISDOMTREE TR | $39.37万 | 0.00% | 4,558 | 934 | 25.8% | $8.07万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $39.55万 | 0.00% | 139,250 | 3,368 | 2.5% | $9,565 | 加仓 |
| FIVN | FIVE9 INC | $39.57万 | 0.00% | 26,083 | -8,354 | -24.3% | -$12.67万 | 减仓 |
| QTWO | Q2 HLDGS INC | $39.57万 | 0.00% | 8,366 | -549 | -6.2% | -$2.60万 | 减仓 |
| RNST | RENASANT CORP | $39.59万 | 0.00% | 10,956 | 3,741 | 51.9% | $13.52万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $39.59万 | 0.00% | 12,893 | 4,188 | 48.1% | $12.86万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $39.64万 | 0.00% | 17,577 | 845 | 5.1% | $1.91万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $39.68万 | 0.00% | 28,837 | -78,102 | -73.0% | -$107.47万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $39.69万 | 0.00% | 5,413 | 5,413 | — | $39.69万 | 新建仓 |
| DGII | DIGI INTL INC | $39.76万 | 0.00% | 8,248 | -144 | -1.7% | -$6,941 | 减仓 |
| IBHI | ISHARES TR | $39.81万 | 0.00% | 17,097 | 17,097 | — | $39.81万 | 新建仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $39.88万 | 0.00% | 18,677 | 1,378 | 8.0% | $2.94万 | 加仓 |
| IXP | ISHARES TR | $39.94万 | 0.00% | 3,477 | 860 | 32.9% | $9.88万 | 加仓 |
| BRZE | BRAZE INC | $40.00万 | 0.00% | 16,940 | 5,085 | 42.9% | $12.01万 | 加仓 |
| SAFT | SAFETY INS GROUP INC | $40.20万 | 0.00% | 5,534 | -4 | -0.1% | -$291 | 减仓 |
| WK | WORKIVA INC | $40.29万 | 0.00% | 6,756 | -33,880 | -83.4% | -$202.03万 | 减仓 |
| — | FUTUREFUEL CORP | $40.33万 | 0.00% | 104,744 | -5,000 | -4.6% | -$1.92万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $40.36万 | 0.00% | 25,773 | 7,201 | 38.8% | $11.28万 | 加仓 |
| — | FIRST CAP INC | $40.46万 | 0.00% | 8,153 | 0 | 0.0% | — | 不变 |
| FDUS | FIDUS INVT CORP | $40.53万 | 0.00% | 23,265 | 5,608 | 31.8% | $9.77万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $40.61万 | 0.00% | 5,202 | -818 | -13.6% | -$6.39万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $40.65万 | 0.00% | 15,718 | -118 | -0.7% | -$3,051 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $40.68万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $40.80万 | 0.00% | 13,068 | -465 | -3.4% | -$1.45万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $40.81万 | 0.00% | 14,592 | -7,200 | -33.0% | -$20.14万 | 减仓 |