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 |
|---|---|---|---|---|---|---|---|---|
| ADT | ADT INC DEL | $38.93万 | 0.00% | 59,892 | 34 | 0.1% | $221 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $38.96万 | 0.00% | 4,346 | -64 | -1.5% | -$5,738 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $39.09万 | 0.00% | 10,102 | 762 | 8.2% | $2.95万 | 加仓 |
| STBA | S & T BANCORP INC | $39.10万 | 0.00% | 7,967 | 83 | 1.1% | $4,074 | 加仓 |
| RDY | DR REDDYS LABS LTD | $39.13万 | 0.00% | 27,004 | 1,135 | 4.4% | $1.64万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $39.25万 | 0.00% | 4,300 | -400 | -8.5% | -$3.65万 | 减仓 |
| SSYS | STRATASYS LTD | $39.30万 | 0.00% | 45,907 | 11,556 | 33.6% | $9.89万 | 加仓 |
| FNB | F N B CORP | $39.30万 | 0.00% | 20,599 | -4,079 | -16.5% | -$7.78万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $39.35万 | 0.00% | 15,783 | 4,280 | 37.2% | $10.67万 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $39.39万 | 0.00% | 11,797 | -11,978 | -50.4% | -$39.99万 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $39.55万 | 0.00% | 10,816 | -625 | -5.5% | -$2.29万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $39.55万 | 0.00% | 2,755 | -2,407 | -46.6% | -$34.56万 | 减仓 |
| ARKF | ARK ETF TR | $39.58万 | 0.00% | 10,031 | -2,738 | -21.4% | -$10.80万 | 减仓 |
| PNTG | PENNANT GROUP INC | $39.84万 | 0.00% | 10,781 | -4,778 | -30.7% | -$17.65万 | 减仓 |
| TLS | TELOS CORP MD | $39.84万 | 0.00% | 86,617 | 18,631 | 27.4% | $8.57万 | 加仓 |
| HBT | HBT FINL INC. | $39.91万 | 0.00% | 12,477 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $39.97万 | 0.00% | 12,958 | 626 | 5.1% | $1.93万 | 加仓 |
| — | KKR & CO INC | $40.05万 | 0.00% | 10,050 | 5,300 | 111.6% | $21.12万 | 重新持有 |
| SPBO | SPDR SERIES TRUST | $40.22万 | 0.00% | 13,850 | -1,655 | -10.7% | -$4.81万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $40.23万 | 0.00% | 4,956 | 4,956 | — | $40.23万 | 新建仓 |
| RDN | RADIAN GROUP INC | $40.28万 | 0.00% | 10,693 | 184 | 1.8% | $6,931 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $40.35万 | 0.00% | 12,770 | -3,167 | -19.9% | -$10.01万 | 减仓 |
| RIG | TRANSOCEAN LTD | $40.38万 | 0.00% | 82,583 | 9,488 | 13.0% | $4.64万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $40.46万 | 0.00% | 35,711 | 4,075 | 12.9% | $4.62万 | 加仓 |
| USXF | ISHARES TR | $40.57万 | 0.00% | 5,842 | -503 | -7.9% | -$3.49万 | 减仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $40.59万 | 0.00% | 54,260 | 6,953 | 14.7% | $5.20万 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $40.72万 | 0.00% | 9,773 | 750 | 8.3% | $3.13万 | 加仓 |
| — | ALPS ETF TR | $40.78万 | 0.00% | 4,265 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC | $40.81万 | 0.00% | 47,174 | -25,942 | -35.5% | -$22.44万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $40.84万 | 0.00% | 73,723 | -800 | -1.1% | -$4,432 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $40.91万 | 0.00% | 6,367 | 2,339 | 58.1% | $15.03万 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $40.94万 | 0.00% | 26,949 | -458 | -1.7% | -$6,957 | 减仓 |
| OBK | ORIGIN BANCORP INC | $40.97万 | 0.00% | 8,010 | -44 | -0.5% | -$2,251 | 减仓 |
| WK | WORKIVA INC | $41.05万 | 0.00% | 8,462 | 1,706 | 25.3% | $8.28万 | 加仓 |
| KTF | DWS MUN INCOME TR | $41.11万 | 0.00% | 44,681 | -1,000 | -2.2% | -$9,200 | 减仓 |
| PINE | ALPINE INCOME PPTY TR INC | $41.11万 | 0.00% | 19,805 | 708 | 3.7% | $1.47万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $41.16万 | 0.00% | 10,287 | -452 | -4.2% | -$1.81万 | 减仓 |
| BCPL | BNY MELLON ETF TRUST II | $41.21万 | 0.00% | 16,522 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $41.39万 | 0.00% | 26,227 | 454 | 1.8% | $7,164 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $41.46万 | 0.00% | 9,988 | 9,988 | — | $41.46万 | 新建仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $41.47万 | 0.00% | 7,489 | 1,131 | 17.8% | $6.26万 | 加仓 |
| LMND | LEMONADE INC | $41.50万 | 0.00% | 6,379 | 142 | 2.3% | $9,237 | 加仓 |
| JETS | ETF SER SOLUTIONS | $41.52万 | 0.00% | 12,497 | -175 | -1.4% | -$5,814 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $41.70万 | 0.00% | 15,254 | 4,235 | 38.4% | $11.58万 | 加仓 |
| TRS | TRIMAS CORP | $41.73万 | 0.00% | 9,267 | -9,250 | -50.0% | -$41.65万 | 减仓 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $41.80万 | 0.00% | 14,314 | -4,787 | -25.1% | -$13.98万 | 减仓 |
| — | SPDR SERIES TRUST | $41.85万 | 0.00% | 3,724 | 3,724 | — | $41.85万 | 新建仓 |
| BIBL | NORTHERN LTS FD TR IV | $41.98万 | 0.00% | 7,253 | -339 | -4.5% | -$1.96万 | 减仓 |
| HELE | HELEN OF TROY LTD | $42.09万 | 0.00% | 14,480 | 14,480 | — | $42.09万 | 新建仓 |
| ALKS | ALKERMES PLC | $42.09万 | 0.00% | 8,034 | 8,034 | — | $42.09万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $42.10万 | 0.00% | 5,590 | 461 | 9.0% | $3.47万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $42.10万 | 0.00% | 40,406 | 3,640 | 9.9% | $3.79万 | 加仓 |
| HAPN | HAPPEN INC | $42.11万 | 0.00% | 20,302 | -20,615 | -50.4% | -$42.76万 | 减仓 |
| RWR | SPDR SERIES TRUST | $42.16万 | 0.00% | 3,732 | -729 | -16.3% | -$8.23万 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP | $42.22万 | 0.00% | 75,251 | -4,750 | -5.9% | -$2.66万 | 减仓 |
| EZM | WISDOMTREE TR | $42.27万 | 0.00% | 5,577 | -159 | -2.8% | -$1.21万 | 减仓 |
| HYLB | DBX ETF TR | $42.30万 | 0.00% | 11,582 | -881 | -7.1% | -$3.22万 | 减仓 |
| UUUU | ENERGY FUELS INC | $42.31万 | 0.00% | 29,179 | -17,148 | -37.0% | -$24.86万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $42.32万 | 0.00% | 7,113 | -928 | -11.5% | -$5.52万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $42.40万 | 0.00% | 8,643 | 12 | 0.1% | $589 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $42.44万 | 0.00% | 4,354 | 4,354 | — | $42.44万 | 新建仓 |
| SRVR | PACER FDS TR | $42.47万 | 0.00% | 13,370 | 302 | 2.3% | $9,594 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $42.51万 | 0.00% | 75,103 | -4,925 | -6.2% | -$2.79万 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $42.54万 | 0.00% | 31,258 | -9,261 | -22.9% | -$12.60万 | 减仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $42.61万 | 0.00% | 8,000 | 8,000 | — | $42.61万 | 新建仓 |
| TRMD | TORM PLC | $42.63万 | 0.00% | 16,358 | -1,430 | -8.0% | -$3.73万 | 减仓 |
| SYNA | SYNAPTICS INC | $42.69万 | 0.00% | 3,436 | -553 | -13.9% | -$6.87万 | 减仓 |
| AXIAY | AXIA ENERGIA SA | $42.70万 | 0.00% | 40,435 | 7,573 | 23.0% | $8.00万 | 加仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $42.75万 | 0.00% | 17,680 | -2,250 | -11.3% | -$5.44万 | 减仓 |
| MYRG | MYR GROUP INC | $42.78万 | 0.00% | 855 | -79 | -8.5% | -$3.95万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $43.08万 | 0.00% | 44,410 | 14,145 | 46.7% | $13.72万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $43.08万 | 0.00% | 6,676 | -101 | -1.5% | -$6,518 | 减仓 |
| MNKD | MANNKIND CORP | $43.11万 | 0.00% | 101,192 | 30,216 | 42.6% | $12.87万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $43.33万 | 0.00% | 4,949 | -253 | -4.9% | -$2.21万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $43.46万 | 0.00% | 56,669 | -6,096 | -9.7% | -$4.68万 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $43.51万 | 0.00% | 34,728 | 5,500 | 18.8% | $6.89万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $43.61万 | 0.00% | 188,788 | 960 | 0.5% | $2,218 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $43.68万 | 0.00% | 5,151 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $43.78万 | 0.00% | 15,647 | 4,008 | 34.4% | $11.21万 | 加仓 |
| WLDN | WILLDAN GROUP INC | $43.82万 | 0.00% | 5,540 | -1,750 | -24.0% | -$13.84万 | 减仓 |
| — | FIRST SEACOAST BANCORP INC | $43.84万 | 0.00% | 26,000 | 26,000 | — | $43.84万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $43.87万 | 0.00% | 1,068 | 0 | 0.0% | — | 不变 |
| — | NUVEEN ARIZONA QLTY MUN INC | $43.88万 | 0.00% | 35,133 | -4,750 | -11.9% | -$5.93万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $43.92万 | 0.00% | 3,735 | -391 | -9.5% | -$4.60万 | 减仓 |
| REM | ISHARES TR | $43.98万 | 0.00% | 19,947 | -28,437 | -58.8% | -$62.70万 | 减仓 |
| SDRL | SEADRILL LTD | $43.98万 | 0.00% | 11,630 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $44.10万 | 0.00% | 9,704 | 4,139 | 74.4% | $18.81万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $44.11万 | 0.00% | 53,340 | 5,388 | 11.2% | $4.46万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $44.11万 | 0.00% | 58,350 | 7,616 | 15.0% | $5.76万 | 加仓 |
| PUK | PRUDENTIAL PLC | $44.26万 | 0.00% | 16,508 | 5,043 | 44.0% | $13.52万 | 加仓 |
| FHI | FEDERATED HERMES INC | $44.30万 | 0.00% | 8,020 | -794 | -9.0% | -$4.39万 | 减仓 |
| IBHF | ISHARES TR | $44.31万 | 0.00% | 19,561 | 608 | 3.2% | $1.38万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $44.33万 | 0.00% | 18,085 | 6,699 | 58.8% | $16.42万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $44.33万 | 0.00% | 25,684 | -12,912 | -33.5% | -$22.29万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $44.35万 | 0.00% | 15,357 | -11,397 | -42.6% | -$32.91万 | 减仓 |
| PLUS | EPLUS INC | $44.52万 | 0.00% | 5,349 | 142 | 2.7% | $1.18万 | 加仓 |
| VVX | V2X INC | $44.57万 | 0.00% | 5,978 | 659 | 12.4% | $4.91万 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $44.60万 | 0.00% | 17,100 | -300 | -1.7% | -$7,824 | 减仓 |
| CMC | COMMERCIAL METALS CO | $44.61万 | 0.00% | 7,109 | 1,153 | 19.4% | $7.24万 | 加仓 |
| NOMD | NOMAD FOODS LTD | $44.61万 | 0.00% | 40,741 | 40,741 | — | $44.61万 | 新建仓 |