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 |
|---|---|---|---|---|---|---|---|---|
| MKL | MARKEL GROUP INC | $865.57万 | 0.01% | 4,432 | -5 | -0.1% | -$9,765 | 减仓 |
| HSBC | HSBC HLDGS PLC | $863.78万 | 0.01% | 90,839 | -4,456 | -4.7% | -$42.37万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $863.43万 | 0.01% | 59,547 | 4,254 | 7.7% | $61.68万 | 加仓 |
| AVY | AVERY DENNISON CORP | $860.50万 | 0.01% | 53,002 | 34,224 | 182.3% | $555.63万 | 加仓 |
| DLN | WISDOMTREE TR | $858.69万 | 0.01% | 89,149 | -1,923 | -2.1% | -$18.52万 | 减仓 |
| ENTG | ENTEGRIS INC | $857.69万 | 0.01% | 47,686 | 2,069 | 4.5% | $37.21万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $855.43万 | 0.01% | 572,578 | 8,484 | 1.5% | $12.68万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $853.69万 | 0.01% | 53,255 | -26,753 | -33.4% | -$428.86万 | 减仓 |
| SSD | SIMPSON MFG INC | $852.27万 | 0.01% | 40,710 | -6,118 | -13.1% | -$128.08万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $849.41万 | 0.01% | 110,485 | 2,434 | 2.3% | $18.71万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $848.53万 | 0.01% | 412,706 | 24,171 | 6.2% | $49.70万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $847.10万 | 0.01% | 92,122 | 20,091 | 27.9% | $184.75万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $847.08万 | 0.01% | 210,558 | 2,331 | 1.1% | $9.38万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $844.53万 | 0.01% | 85,591 | 32,828 | 62.2% | $323.92万 | 加仓 |
| BSY | BENTLEY SYS INC | $844.30万 | 0.01% | 282,467 | 70 | 0.0% | $2,092 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $842.25万 | 0.01% | 159,274 | -14,771 | -8.5% | -$78.11万 | 减仓 |
| NWG | NATWEST GROUP PLC | $841.11万 | 0.01% | 477,093 | 82,196 | 20.8% | $144.91万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $840.25万 | 0.01% | 29,201 | 7,713 | 35.9% | $221.94万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $840.18万 | 0.01% | 53,863 | 1,383 | 2.6% | $21.57万 | 加仓 |
| RMD | RESMED INC | $837.45万 | 0.01% | 42,967 | -22,416 | -34.3% | -$436.90万 | 减仓 |
| TILE | INTERFACE INC | $837.34万 | 0.01% | 233,630 | 38,678 | 19.8% | $138.62万 | 加仓 |
| HLNE | HAMILTON LANE INC | $835.94万 | 0.01% | 106,043 | -7,110 | -6.3% | -$56.05万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $834.48万 | 0.01% | 164,139 | -41,598 | -20.2% | -$211.48万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $832.39万 | 0.01% | 143,020 | -974 | -0.7% | -$5.67万 | 减仓 |
| XPEL | XPEL INC | $831.56万 | 0.01% | 167,654 | 167,654 | — | $831.56万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $830.53万 | 0.01% | 157,745 | -9,805 | -5.9% | -$51.62万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $830.42万 | 0.01% | 57,146 | -24,983 | -30.4% | -$363.04万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $827.87万 | 0.01% | 104,854 | 854 | 0.8% | $6.74万 | 加仓 |
| LEN | LENNAR CORP | $827.83万 | 0.01% | 91,478 | -2,137 | -2.3% | -$19.34万 | 减仓 |
| IYK | ISHARES TR | $825.94万 | 0.01% | 113,672 | 95,989 | 542.8% | $697.46万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $825.66万 | 0.01% | 203,465 | 124,391 | 157.3% | $504.78万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $824.36万 | 0.01% | 110,194 | -854 | -0.8% | -$6.39万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $824.17万 | 0.01% | 116,277 | -16,973 | -12.7% | -$120.31万 | 减仓 |
| IWY | ISHARES TR | $823.05万 | 0.01% | 28,318 | 1,180 | 4.3% | $34.30万 | 加仓 |
| PWRD | TCW ETF TRUST | $822.97万 | 0.01% | 66,930 | 19,305 | 40.5% | $237.37万 | 加仓 |
| OKTA | OKTA INC | $820.41万 | 0.01% | 60,125 | 7,453 | 14.1% | $101.70万 | 加仓 |
| ALC | ALCON AG | $820.06万 | 0.01% | 122,213 | -28,837 | -19.1% | -$193.50万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $819.39万 | 0.01% | 171,598 | 52,220 | 43.7% | $249.35万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $818.91万 | 0.01% | 94,398 | -3,816 | -3.9% | -$33.10万 | 减仓 |
| DTM | DT MIDSTREAM INC | $817.04万 | 0.01% | 55,678 | -962 | -1.7% | -$14.12万 | 减仓 |
| KEY | KEYCORP | $816.89万 | 0.01% | 354,396 | -128,250 | -26.6% | -$295.62万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $814.64万 | 0.01% | 125,810 | -14,140 | -10.1% | -$91.56万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $814.08万 | 0.01% | 436,736 | 112,444 | 34.7% | $209.60万 | 加仓 |
| CLOI | VANECK ETF TRUST | $813.22万 | 0.01% | 153,588 | 16,223 | 11.8% | $85.90万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $811.88万 | 0.01% | 276,151 | 380 | 0.1% | $1.12万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $809.45万 | 0.01% | 388,769 | 57,095 | 17.2% | $118.88万 | 加仓 |
| XPO | XPO INC | $804.53万 | 0.01% | 39,190 | -1,399 | -3.4% | -$28.72万 | 减仓 |
| FICO | FAIR ISAAC CORP | $803.75万 | 0.01% | 6,727 | -570 | -7.8% | -$68.10万 | 减仓 |
| WWD | WOODWARD INC | $800.12万 | 0.01% | 18,807 | 9,344 | 98.7% | $397.53万 | 加仓 |
| AES | AES CORP | $797.79万 | 0.01% | 544,190 | -158,876 | -22.6% | -$232.91万 | 减仓 |
| SMB | VANECK ETF TRUST | $794.89万 | 0.01% | 458,149 | 86,719 | 23.3% | $150.46万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $794.79万 | 0.01% | 42,121 | -5,970 | -12.4% | -$112.65万 | 减仓 |
| CSM | PROSHARES TR | $793.10万 | 0.01% | 93,070 | -9,079 | -8.9% | -$77.37万 | 减仓 |
| DASH | DOORDASH INC | $792.44万 | 0.01% | 42,943 | 5,652 | 15.2% | $104.30万 | 加仓 |
| LFUS | LITTELFUSE INC | $788.99万 | 0.01% | 17,328 | 1,200 | 7.4% | $54.64万 | 加仓 |
| PTRB | PGIM ETF TR | $788.89万 | 0.01% | 190,274 | 28,414 | 17.6% | $117.81万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $787.61万 | 0.01% | 46,918 | 9,851 | 26.6% | $165.37万 | 加仓 |
| PRI | PRIMERICA INC | $787.03万 | 0.01% | 27,693 | -6,759 | -19.6% | -$192.09万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $786.10万 | 0.01% | 179,148 | -38,890 | -17.8% | -$170.65万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $785.86万 | 0.01% | 244,283 | 6,193 | 2.6% | $19.92万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $785.42万 | 0.01% | 54,429 | 16,700 | 44.3% | $240.99万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $784.44万 | 0.01% | 86,022 | 4,682 | 5.8% | $42.70万 | 加仓 |
| PATH | UIPATH INC | $783.95万 | 0.01% | 721,202 | 130,647 | 22.1% | $142.01万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $783.15万 | 0.01% | 68,451 | -9,985 | -12.7% | -$114.24万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $781.12万 | 0.01% | 317,401 | 640 | 0.2% | $1.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $779.11万 | 0.01% | 200,854 | 9,178 | 4.8% | $35.60万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $779.08万 | 0.01% | 145,623 | 9,976 | 7.4% | $53.37万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $777.23万 | 0.01% | 94,221 | 9,704 | 11.5% | $80.05万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $777.18万 | 0.01% | 58,102 | 8,196 | 16.4% | $109.63万 | 加仓 |
| EIPX | FIRST TR EXCHANGE-TRADED FD | $774.08万 | 0.01% | 247,310 | 1,162 | 0.5% | $3.64万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $772.57万 | 0.01% | 74,850 | -1,603 | -2.1% | -$16.55万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $772.16万 | 0.01% | 31,813 | -361 | -1.1% | -$8.76万 | 减仓 |
| IYJ | ISHARES TR | $769.79万 | 0.01% | 46,193 | 868 | 1.9% | $14.46万 | 加仓 |
| HROW | HARROW INC | $768.25万 | 0.01% | 180,893 | -53,767 | -22.9% | -$228.35万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $767.08万 | 0.01% | 486,419 | -15,309 | -3.1% | -$24.14万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $766.38万 | 0.01% | 174,018 | 26,110 | 17.7% | $114.99万 | 加仓 |
| XYLD | GLOBAL X FDS | $759.72万 | 0.01% | 186,252 | 5,269 | 2.9% | $21.49万 | 加仓 |
| PPG | PPG INDS INC | $758.15万 | 0.01% | 62,505 | -1,249 | -2.0% | -$15.15万 | 减仓 |
| EFAV | ISHARES TR | $757.74万 | 0.01% | 86,391 | 1,310 | 1.5% | $11.49万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $757.15万 | 0.01% | 305,180 | -28,405 | -8.5% | -$70.47万 | 减仓 |
| NI | NISOURCE INC | $756.50万 | 0.01% | 159,095 | -3,896 | -2.4% | -$18.53万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $756.49万 | 0.01% | 203,795 | 111,658 | 121.2% | $414.47万 | 加仓 |
| IGEB | ISHARES TR | $755.48万 | 0.01% | 167,474 | 4,198 | 2.6% | $18.94万 | 加仓 |
| EMB | ISHARES TR | $753.31万 | 0.01% | 78,106 | -7,198 | -8.4% | -$69.42万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $752.75万 | 0.01% | 77,765 | 8,650 | 12.5% | $83.73万 | 加仓 |
| FROG | JFROG LTD | $749.45万 | 0.01% | 82,466 | -24,392 | -22.8% | -$221.67万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $748.72万 | 0.01% | 189,357 | -2,847 | -1.5% | -$11.26万 | 减仓 |
| TOL | TOLL BROTHERS INC | $748.44万 | 0.01% | 45,429 | -791 | -1.7% | -$13.03万 | 减仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $747.92万 | 0.01% | 264,843 | -47,112 | -15.1% | -$133.04万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $745.25万 | 0.01% | 96,473 | 3,403 | 3.7% | $26.29万 | 加仓 |
| GLPI | GAMING & LEISURE P | $744.88万 | 0.01% | 167,276 | 10,421 | 6.6% | $46.40万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $742.82万 | 0.01% | 187,913 | 20,954 | 12.6% | $82.83万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $741.45万 | 0.01% | 102,254 | 20,328 | 24.8% | $147.40万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $740.55万 | 0.01% | 90,092 | -2,756 | -3.0% | -$22.65万 | 减仓 |
| CPAY | CORPAY INC | $735.00万 | 0.01% | 22,054 | 17,747 | 412.1% | $591.46万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $732.31万 | 0.01% | 73,519 | 839 | 1.2% | $8.36万 | 加仓 |
| DINO | HF SINCLAIR CORP | $731.39万 | 0.01% | 105,009 | 77,586 | 282.9% | $540.39万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $730.56万 | 0.01% | 84,858 | 16,192 | 23.6% | $139.40万 | 加仓 |
| SXI | STANDEX INTL CORP | $729.93万 | 0.01% | 20,408 | -1,749 | -7.9% | -$62.56万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $728.84万 | 0.01% | 146,353 | 39,045 | 36.4% | $194.44万 | 加仓 |