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 |
|---|---|---|---|---|---|---|---|---|
| ELAN | ELANCO ANIMAL HEALTH INC | $758.01万 | 0.01% | 316,761 | 115,492 | 57.4% | $276.37万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $757.05万 | 0.01% | 149,205 | 15,743 | 11.8% | $79.88万 | 加仓 |
| NUSC | NUSHARES ETF TR | $755.88万 | 0.01% | 167,749 | 4,495 | 2.8% | $20.25万 | 加仓 |
| BIIB | BIOGEN INC | $750.52万 | 0.01% | 40,938 | -10,308 | -20.1% | -$188.98万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $750.14万 | 0.01% | 260,915 | -47,131 | -15.3% | -$135.50万 | 减仓 |
| FEGE | RBB FUND TRUST | $749.57万 | 0.01% | 159,483 | 55,895 | 54.0% | $262.71万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $746.42万 | 0.01% | 104,000 | -700 | -0.7% | -$5.02万 | 减仓 |
| WDAY | WORKDAY INC | $746.26万 | 0.01% | 57,440 | -196,667 | -77.4% | -$2,555.09万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $743.50万 | 0.01% | 68,753 | -299 | -0.4% | -$3.23万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $743.15万 | 0.01% | 18,247 | 1,487 | 8.9% | $60.56万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $742.92万 | 0.01% | 564,094 | 69,777 | 14.1% | $91.90万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $742.65万 | 0.01% | 275,771 | 13,958 | 5.3% | $37.59万 | 加仓 |
| PLUG | PLUG PWR INC | $741.15万 | 0.01% | 3,279,434 | 341,692 | 11.6% | $77.22万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $741.05万 | 0.01% | 501,728 | -105,412 | -17.4% | -$155.69万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $739.67万 | 0.01% | 79,948 | 1,496 | 1.9% | $13.84万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $739.63万 | 0.01% | 53,238 | -2,282 | -4.1% | -$31.70万 | 减仓 |
| FNV | FRANCO NEV CORP | $737.08万 | 0.01% | 29,835 | 806 | 2.8% | $19.91万 | 加仓 |
| VNOM | VIPER ENERGY INC | $736.66万 | 0.01% | 156,767 | 4,066 | 2.7% | $19.11万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $736.19万 | 0.01% | 90,180 | -12,786 | -12.4% | -$104.38万 | 减仓 |
| IGEB | ISHARES TR | $735.72万 | 0.01% | 163,276 | 2,519 | 1.6% | $11.35万 | 加仓 |
| CBRE | CBRE GROUP INC | $734.48万 | 0.01% | 54,221 | -5,121 | -8.6% | -$69.37万 | 减仓 |
| EIX | EDISON INTL | $734.27万 | 0.01% | 100,338 | -18,241 | -15.4% | -$133.49万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $731.69万 | 0.01% | 331,674 | -108,049 | -24.6% | -$238.36万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $730.43万 | 0.01% | 108,100 | -40,237 | -27.1% | -$271.88万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $729.37万 | 0.01% | 135,647 | 61,287 | 82.4% | $329.54万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $728.70万 | 0.01% | 66,742 | 3,484 | 5.5% | $38.04万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $727.35万 | 0.01% | 110,024 | -25,846 | -19.0% | -$170.86万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $726.75万 | 0.01% | 117,369 | -5,780 | -4.7% | -$35.79万 | 减仓 |
| XOP | SPDR SERIES TRUST | $725.83万 | 0.01% | 39,918 | 12,337 | 44.7% | $224.32万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $724.27万 | 0.01% | 238,090 | 86,370 | 56.9% | $262.74万 | 加仓 |
| CLOI | VANECK ETF TRUST | $723.91万 | 0.01% | 137,365 | 7,517 | 5.8% | $39.61万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $722.81万 | 0.01% | 111,048 | 111,048 | — | $722.81万 | 新建仓 |
| GRMN | GARMIN LTD | $722.80万 | 0.01% | 31,150 | 3,540 | 12.8% | $82.14万 | 加仓 |
| CLSK | CLEANSPARK INC | $719.05万 | 0.01% | 844,949 | -21,165 | -2.4% | -$18.01万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $717.82万 | 0.01% | 35,004 | -111 | -0.3% | -$2.28万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $715.30万 | 0.01% | 98,214 | 25,890 | 35.8% | $188.56万 | 加仓 |
| CCB | COASTAL FINL CORP WA | $714.46万 | 0.01% | 93,884 | 34,230 | 57.4% | $260.49万 | 加仓 |
| HACK | AMPLIFY ETF TR | $713.54万 | 0.01% | 95,018 | -30,024 | -24.0% | -$225.46万 | 减仓 |
| TDI | TOUCHSTONE ETF TRUST | $712.40万 | 0.01% | 172,753 | 113,526 | 191.7% | $468.16万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $711.66万 | 0.01% | 74,160 | -336,809 | -82.0% | -$3,232.10万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $710.28万 | 0.01% | 174,045 | -7,842 | -4.3% | -$32.00万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $708.49万 | 0.01% | 501,404 | 32,132 | 6.8% | $45.40万 | 加仓 |
| XYLD | GLOBAL X FDS | $708.19万 | 0.01% | 180,983 | -1,130 | -0.6% | -$4.42万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $707.86万 | 0.01% | 334,683 | 35,552 | 11.9% | $75.19万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $707.04万 | 0.01% | 55,293 | -575 | -1.0% | -$7.35万 | 减仓 |
| CLH | CLEAN HARBORS INC | $706.93万 | 0.01% | 24,655 | -35,358 | -58.9% | -$1,013.82万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $706.14万 | 0.01% | 105,757 | 8,654 | 8.9% | $57.78万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $703.95万 | 0.01% | 104,881 | -2,414 | -2.2% | -$16.20万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $702.21万 | 0.01% | 446,693 | 44,282 | 11.0% | $69.61万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $701.96万 | 0.01% | 38,348 | -1,984 | -4.9% | -$36.32万 | 减仓 |
| ARKK | ARK ETF TR | $700.52万 | 0.01% | 103,643 | 3,403 | 3.4% | $23.00万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $699.71万 | 0.01% | 368,270 | 32,881 | 9.8% | $62.47万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $698.96万 | 0.01% | 18,376 | -4,593 | -20.0% | -$174.70万 | 减仓 |
| GLPI | GAMING & LEISURE P | $695.96万 | 0.01% | 156,855 | -1,765 | -1.1% | -$7.83万 | 减仓 |
| EPAM | EPAM SYS INC | $695.59万 | 0.01% | 51,373 | 9,229 | 21.9% | $124.96万 | 加仓 |
| VIRT | VIRTU FINL INC | $693.59万 | 0.01% | 157,712 | 3,126 | 2.0% | $13.75万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $692.37万 | 0.01% | 46,294 | 10,686 | 30.0% | $159.82万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $690.17万 | 0.01% | 186,834 | 129,150 | 223.9% | $477.09万 | 加仓 |
| VNO | VORNADO RLTY TR | $688.37万 | 0.01% | 264,858 | 14,836 | 5.9% | $38.56万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $686.36万 | 0.01% | 192,204 | 266 | 0.1% | $9,499 | 加仓 |
| XSD | SPDR SERIES TRUST | $685.35万 | 0.01% | 21,013 | -562 | -2.6% | -$18.33万 | 减仓 |
| PPG | PPG INDS INC | $681.40万 | 0.01% | 63,754 | -12,858 | -16.8% | -$137.43万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $678.45万 | 0.01% | 393,990 | -159,084 | -28.8% | -$273.94万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $677.86万 | 0.01% | 26,943 | -2,145 | -7.4% | -$53.97万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $676.59万 | 0.01% | 25,517 | 628 | 2.5% | $16.65万 | 加仓 |
| BINV | 2023 ETF SERIES TRUST | $675.84万 | 0.01% | 163,960 | 118,079 | 257.4% | $486.72万 | 加仓 |
| IWY | ISHARES TR | $675.35万 | 0.01% | 27,138 | 293 | 1.1% | $7.29万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $675.17万 | 0.01% | 47,010 | -26,023 | -35.6% | -$373.75万 | 减仓 |
| PTRB | PGIM ETF TR | $671.87万 | 0.01% | 161,860 | 18,742 | 13.1% | $77.80万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $671.69万 | 0.01% | 134,229 | 32,959 | 32.5% | $164.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $671.63万 | 0.01% | 191,676 | -2,423 | -1.2% | -$8.49万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $669.09万 | 0.01% | 35,456 | -2,577 | -6.8% | -$48.63万 | 减仓 |
| IYJ | ISHARES TR | $668.71万 | 0.01% | 45,325 | 626 | 1.4% | $9.24万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $667.53万 | 0.01% | 126,375 | 1,293 | 1.0% | $6.83万 | 加仓 |
| EMBJ | EMBRAER S.A. | $666.28万 | 0.01% | 112,275 | 12,917 | 13.0% | $76.65万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $665.18万 | 0.01% | 388,535 | -4,506 | -1.1% | -$7.71万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $664.72万 | 0.01% | 52,480 | 1,508 | 3.0% | $19.10万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $659.19万 | 0.01% | 33,017 | 14,295 | 76.4% | $285.40万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $657.85万 | 0.01% | 92,848 | 6,384 | 7.4% | $45.23万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $657.59万 | 0.01% | 169,177 | -3,425 | -2.0% | -$13.31万 | 减仓 |
| BG | BUNGE GLOBAL SA | $656.87万 | 0.01% | 51,639 | -5,219 | -9.2% | -$66.39万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $656.62万 | 0.01% | 203,604 | 148,691 | 270.8% | $479.53万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $655.52万 | 0.01% | 69,929 | -7,739 | -10.0% | -$72.55万 | 减仓 |
| PATH | UIPATH INC | $655.52万 | 0.01% | 590,555 | 5,987 | 1.0% | $6.65万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $655.15万 | 0.01% | 691,084 | 33,845 | 5.1% | $32.09万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $654.84万 | 0.01% | 93,070 | -633 | -0.7% | -$4.45万 | 减仓 |
| IAI | ISHARES TR | $654.78万 | 0.01% | 39,881 | -65,169 | -62.0% | -$1,069.97万 | 减仓 |
| SANM | SANMINA CORP | $654.35万 | 0.01% | 50,474 | -1,205 | -2.3% | -$15.62万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $654.12万 | 0.01% | 207,789 | 49,208 | 31.0% | $154.91万 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $651.92万 | 0.01% | 518,217 | -6,362 | -1.2% | -$8.00万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $651.49万 | 0.01% | 61,006 | 14,665 | 31.6% | $156.61万 | 加仓 |
| FRMI | FERMI INC | $651.04万 | 0.01% | 1,114,787 | 1,053,917 | 1,731.4% | $615.49万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $649.54万 | 0.01% | 197,130 | -2,661 | -1.3% | -$8.77万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $649.16万 | 0.01% | 76,453 | -25,772 | -25.2% | -$218.83万 | 减仓 |
| TOST | TOAST INC | $646.83万 | 0.01% | 243,994 | -18,693 | -7.1% | -$49.56万 | 减仓 |
| IT | GARTNER INC | $646.44万 | 0.01% | 40,827 | 3,729 | 10.1% | $59.04万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $644.48万 | 0.01% | 259,869 | -26,561 | -9.3% | -$65.87万 | 减仓 |
| BOTZ | GLOBAL X FDS | $644.40万 | 0.01% | 193,962 | -44,161 | -18.5% | -$146.72万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $643.45万 | 0.01% | 37,067 | -5,408 | -12.7% | -$93.88万 | 减仓 |
| FUL | FULLER H B CO | $643.13万 | 0.01% | 104,265 | 2,851 | 2.8% | $17.59万 | 加仓 |