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 |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | $40.89万 | 0.00% | 4,246 | -253 | -5.6% | -$2.44万 | 减仓 |
| BCPL | BNY MELLON ETF TRUST II | $40.98万 | 0.00% | 16,522 | 16,522 | — | $40.98万 | 新建仓 |
| AORT | ARTIVION INC | $41.15万 | 0.00% | 11,237 | -4,617 | -29.1% | -$16.91万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $41.17万 | 0.00% | 3,004 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $41.18万 | 0.00% | 22,419 | 4,007 | 21.8% | $7.36万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $41.26万 | 0.00% | 18,028 | 18,028 | — | $41.26万 | 新建仓 |
| FNB | F N B CORP | $41.26万 | 0.00% | 24,678 | 826 | 3.5% | $1.38万 | 加仓 |
| EWU | ISHARES TR | $41.33万 | 0.00% | 9,071 | -12,999 | -58.9% | -$59.22万 | 减仓 |
| ATRO | ASTRONICS CORP | $41.45万 | 0.00% | 6,212 | 1,440 | 30.2% | $9.61万 | 加仓 |
| ALT | ALTIMMUNE INC | $41.46万 | 0.00% | 134,616 | 11,200 | 9.1% | $3.45万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $41.49万 | 0.00% | 62,866 | -26,573 | -29.7% | -$17.54万 | 减仓 |
| KTF | DWS MUN INCOME TR | $41.57万 | 0.00% | 45,681 | -502 | -1.1% | -$4,568 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $41.60万 | 0.00% | 37,014 | -18,615 | -33.5% | -$20.92万 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $41.65万 | 0.00% | 11,441 | 449 | 4.1% | $1.63万 | 加仓 |
| BBD | BANCO BRADESCO S A | $41.71万 | 0.00% | 114,263 | 45,315 | 65.7% | $16.54万 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $42.20万 | 0.00% | 8,041 | 1,032 | 14.7% | $5.42万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $42.51万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $42.73万 | 0.00% | 23,940 | -2,461 | -9.3% | -$4.39万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $42.88万 | 0.00% | 6,485 | -169 | -2.5% | -$1.12万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $42.90万 | 0.00% | 39,143 | 952 | 2.5% | $1.04万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $43.07万 | 0.00% | 10,092 | -416 | -4.0% | -$1.78万 | 减仓 |
| SG | SWEETGREEN INC | $43.10万 | 0.00% | 83,035 | 38,773 | 87.6% | $20.12万 | 加仓 |
| — | NEOS ETF TRUST | $43.27万 | 0.00% | 7,640 | 7,640 | — | $43.27万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $43.34万 | 0.00% | 7,238 | -6,095 | -45.7% | -$36.50万 | 减仓 |
| SCI | SERVICE CORP INTL | $43.35万 | 0.00% | 5,254 | -400 | -7.1% | -$3.30万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $43.39万 | 0.00% | 896 | 9 | 1.0% | $4,359 | 加仓 |
| IBHF | ISHARES TR | $43.50万 | 0.00% | 18,953 | 1,108 | 6.2% | $2.54万 | 加仓 |
| — | BETTERWARE DE MEXC S A P I D | $43.52万 | 0.00% | 25,814 | 1,952 | 8.2% | $3.29万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $43.67万 | 0.00% | 74,523 | -209,280 | -73.7% | -$122.64万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $43.84万 | 0.00% | 8,718 | 299 | 3.6% | $1.50万 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $43.99万 | 0.00% | 20,006 | -5,226 | -20.7% | -$11.49万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $44.20万 | 0.00% | 3,812 | -44 | -1.1% | -$5,102 | 减仓 |
| BLSH | BULLISH | $44.23万 | 0.00% | 12,379 | 5,429 | 78.1% | $19.40万 | 加仓 |
| USAR | USA RARE EARTH INC | $44.44万 | 0.00% | 29,364 | -2,330 | -7.4% | -$3.53万 | 减仓 |
| DNOW | DNOW INC | $44.49万 | 0.00% | 37,358 | -8,514 | -18.6% | -$10.14万 | 减仓 |
| — | SEALED AIR CORP NEW | $44.60万 | 0.00% | 10,606 | -34,239 | -76.3% | -$143.98万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $44.73万 | 0.00% | 6,547 | -35,381 | -84.4% | -$241.72万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $44.73万 | 0.00% | 8,532 | -50,520 | -85.6% | -$264.88万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $44.82万 | 0.00% | 80,028 | -7,313 | -8.4% | -$4.10万 | 减仓 |
| ALV | AUTOLIV INC | $44.85万 | 0.00% | 4,265 | 1,155 | 37.1% | $12.15万 | 加仓 |
| CENX | CENTURY ALUM CO | $44.88万 | 0.00% | 7,647 | -897 | -10.5% | -$5.26万 | 减仓 |
| NSP | INSPERITY INC | $44.92万 | 0.00% | 16,612 | 4,021 | 31.9% | $10.87万 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $44.99万 | 0.00% | 9,192 | 150 | 1.7% | $7,341 | 加仓 |
| SPBO | SPDR SERIES TRUST | $45.01万 | 0.00% | 15,505 | 60 | 0.4% | $1,742 | 加仓 |
| RWR | SPDR SERIES TRUST | $45.03万 | 0.00% | 4,461 | 118 | 2.7% | $1.19万 | 加仓 |
| HYLB | DBX ETF TR | $45.07万 | 0.00% | 12,463 | -1,643 | -11.6% | -$5.94万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $45.22万 | 0.00% | 43,480 | 14,476 | 49.9% | $15.06万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $45.34万 | 0.00% | 4,962 | -4,610 | -48.2% | -$42.13万 | 减仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $45.36万 | 0.00% | 22,602 | -678 | -2.9% | -$1.36万 | 减仓 |
| — | ATKORE INC | $45.50万 | 0.00% | 7,723 | 1,089 | 16.4% | $6.42万 | 加仓 |
| PL | PLANET LABS PBC | $45.60万 | 0.00% | 16,315 | -1,735 | -9.6% | -$4.85万 | 减仓 |
| EZPW | EZCORP INC | $45.67万 | 0.00% | 17,995 | 5,177 | 40.4% | $13.14万 | 加仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $45.68万 | 0.00% | 17,400 | -449 | -2.5% | -$1.18万 | 减仓 |
| INVH | INVITATION HOMES INC | $45.82万 | 0.00% | 18,437 | -8,986 | -32.8% | -$22.33万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $45.85万 | 0.00% | 2,293 | 338 | 17.3% | $6.76万 | 加仓 |
| ARHS | ARHAUS INC | $45.91万 | 0.00% | 67,711 | 2,155 | 3.3% | $1.46万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $45.93万 | 0.00% | 8,631 | 682 | 8.6% | $3.63万 | 加仓 |
| — | FRANKLIN FINL SVCS CORP | $45.97万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $45.99万 | 0.00% | 31,309 | 28 | 0.1% | $411 | 加仓 |
| MDXG | MIMEDX GROUP INC | $46.27万 | 0.00% | 117,130 | -54,105 | -31.6% | -$21.37万 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $46.48万 | 0.00% | 4,992 | 7 | 0.1% | $652 | 加仓 |
| UI | UBIQUITI INC | $46.49万 | 0.00% | 588 | 2 | 0.3% | $1,581 | 加仓 |
| LOCO | EL POLLO LOCO HLDGS INC | $46.50万 | 0.00% | 33,550 | -23,100 | -40.8% | -$32.02万 | 减仓 |
| — | REDWOOD TRUST INC | $46.56万 | 0.00% | 465,610 | 289,495 | 164.4% | $28.95万 | 加仓 |
| PVH | PVH CORPORATION | $46.74万 | 0.00% | 6,700 | 6,700 | — | $46.74万 | 新建仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $47.03万 | 0.00% | 9,974 | 2,489 | 33.3% | $11.74万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $47.20万 | 0.00% | 62,765 | -2,719 | -4.2% | -$2.04万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $47.38万 | 0.00% | 22,890 | 6 | 0.0% | $124 | 加仓 |
| PNTG | PENNANT GROUP INC | $47.42万 | 0.00% | 15,559 | 978 | 6.7% | $2.98万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $47.52万 | 0.00% | 32,347 | 265 | 0.8% | $3,893 | 加仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $47.82万 | 0.00% | 39,883 | 162 | 0.4% | $1,942 | 加仓 |
| — | GLOBAL X FDS | $47.95万 | 0.00% | 22,790 | 7,033 | 44.6% | $14.80万 | 加仓 |
| WSFS | WSFS FINL CORP | $47.98万 | 0.00% | 7,330 | 6 | 0.1% | $393 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $48.01万 | 0.00% | 40,519 | 23,539 | 138.6% | $27.89万 | 加仓 |
| PLOW | DOUGLAS DYNAMICS INC | $48.06万 | 0.00% | 11,418 | 3,007 | 35.8% | $12.66万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $48.09万 | 0.00% | 30,285 | -144,903 | -82.7% | -$230.10万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $48.40万 | 0.00% | 26,754 | -128 | -0.5% | -$2,316 | 减仓 |
| KVYO | KLAVIYO INC | $48.43万 | 0.00% | 24,886 | -1,165 | -4.5% | -$2.27万 | 减仓 |
| RIG | TRANSOCEAN LTD | $48.46万 | 0.00% | 73,095 | 6,193 | 9.3% | $4.11万 | 加仓 |
| — | CHARGEPOINT HOLDINGS INC | $48.53万 | 0.00% | 99,858 | -5,647 | -5.4% | -$2.74万 | 减仓 |
| ARKF | ARK ETF TR | $48.54万 | 0.00% | 12,769 | -15,592 | -55.0% | -$59.27万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $48.57万 | 0.00% | 15,771 | -147,448 | -90.3% | -$454.14万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $48.59万 | 0.00% | 11,403 | 331 | 3.0% | $1.41万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $48.70万 | 0.00% | 12,025 | 616 | 5.4% | $2.49万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $49.01万 | 0.00% | 40,304 | -141,897 | -77.9% | -$172.55万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $49.01万 | 0.00% | 34,299 | 15,306 | 80.6% | $21.87万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $49.02万 | 0.00% | 187,828 | -1,596 | -0.8% | -$4,166 | 减仓 |
| MITK | MITEK SYS INC | $49.23万 | 0.00% | 36,457 | -36,229 | -49.8% | -$48.92万 | 减仓 |
| ASC | ARDMORE SHIPPING CORP | $49.32万 | 0.00% | 32,339 | 32,339 | — | $49.32万 | 新建仓 |
| ASST | STRIVE INC | $49.50万 | 0.00% | 49,397 | 49,397 | — | $49.50万 | 新建仓 |
| BBDC | BARINGS BDC INC | $49.52万 | 0.00% | 60,173 | 27,685 | 85.2% | $22.78万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $49.54万 | 0.00% | 34,521 | 10,256 | 42.3% | $14.72万 | 加仓 |
| TRMD | TORM PLC | $49.63万 | 0.00% | 17,788 | 17,788 | — | $49.63万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $49.81万 | 0.00% | 23,775 | 4,778 | 25.2% | $10.01万 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $49.99万 | 0.00% | 3,344 | -340 | -9.2% | -$5.08万 | 减仓 |
| FHI | FEDERATED HERMES INC | $50.00万 | 0.00% | 8,814 | -1,010 | -10.3% | -$5.73万 | 减仓 |
| IAUM | ISHARES GOLD TR | $50.15万 | 0.00% | 10,739 | 2,610 | 32.1% | $12.19万 | 加仓 |
| GTOP | GOLDMAN SACHS ETF TR | $50.19万 | 0.00% | 13,861 | -4,475 | -24.4% | -$16.20万 | 减仓 |
| MGMT | UNIFIED SER TR | $50.24万 | 0.00% | 11,135 | -93,864 | -89.4% | -$423.50万 | 减仓 |
| NULG | NUSHARES ETF TR | $50.28万 | 0.00% | 5,529 | 398 | 7.8% | $3.62万 | 加仓 |