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 |
|---|---|---|---|---|---|---|---|---|
| SMB | VANECK ETF TRUST | $642.57万 | 0.01% | 371,430 | 24,597 | 7.1% | $42.55万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $641.45万 | 0.01% | 34,255 | -27,815 | -44.8% | -$520.86万 | 减仓 |
| EXPO | EXPONENT INC | $640.61万 | 0.01% | 98,172 | 2,708 | 2.8% | $17.67万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $640.13万 | 0.01% | 84,517 | 16,879 | 25.0% | $127.84万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $639.90万 | 0.01% | 74,286 | 74,286 | — | $639.90万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $638.38万 | 0.01% | 147,908 | -75,898 | -33.9% | -$327.58万 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $638.36万 | 0.01% | 285,494 | -104,983 | -26.9% | -$234.74万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $638.30万 | 0.01% | 69,115 | 11,019 | 19.0% | $101.76万 | 加仓 |
| TRIN | TRINITY CAP INC | $638.01万 | 0.01% | 433,724 | 947 | 0.2% | $1.39万 | 加仓 |
| IR | INGERSOLL RAND INC | $635.19万 | 0.01% | 79,273 | 380 | 0.5% | $3.04万 | 加仓 |
| EXC | EXELON CORP | $634.43万 | 0.01% | 129,425 | 3,540 | 2.8% | $17.35万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $634.16万 | 0.01% | 206,501 | 99,726 | 93.4% | $306.26万 | 加仓 |
| TOL | TOLL BROTHERS INC | $630.77万 | 0.01% | 46,220 | 32,289 | 231.8% | $440.65万 | 加仓 |
| AEE | AMEREN CORP | $630.41万 | 0.01% | 57,349 | -2,310 | -3.9% | -$25.39万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $628.82万 | 0.01% | 72,680 | 1,610 | 2.3% | $13.93万 | 加仓 |
| CRWV | COREWEAVE INC | $628.65万 | 0.01% | 81,147 | -53,945 | -39.9% | -$417.91万 | 减仓 |
| EWY | ISHARES INC | $628.40万 | 0.01% | 51,085 | 22,078 | 76.1% | $271.58万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $628.29万 | 0.01% | 263,103 | 84,895 | 47.6% | $202.73万 | 加仓 |
| CGNX | COGNEX CORP | $626.19万 | 0.01% | 127,792 | -5,356 | -4.0% | -$26.24万 | 减仓 |
| VFC | V F CORP | $625.42万 | 0.01% | 368,102 | -22,113 | -5.7% | -$37.57万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $625.27万 | 0.01% | 207,595 | 101,843 | 96.3% | $306.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $623.69万 | 0.01% | 99,870 | -1,431 | -1.4% | -$8.94万 | 减仓 |
| SGDM | SPROTT ETF TRUST | $623.52万 | 0.01% | 82,597 | 28,987 | 54.1% | $218.82万 | 加仓 |
| XYZ | BLOCK INC | $621.08万 | 0.01% | 103,202 | -23,702 | -18.7% | -$142.64万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $620.88万 | 0.01% | 68,666 | -12,646 | -15.6% | -$114.35万 | 减仓 |
| RPM | RPM INTL INC | $620.02万 | 0.01% | 62,377 | -2,418 | -3.7% | -$24.03万 | 减仓 |
| OUSM | ALPS ETF TR | $619.21万 | 0.01% | 141,566 | -42,458 | -23.1% | -$185.71万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $616.98万 | 0.01% | 123,100 | 1,356 | 1.1% | $6.80万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $616.87万 | 0.01% | 72,031 | -28,854 | -28.6% | -$247.10万 | 减仓 |
| IBTH | ISHARES TR | $616.59万 | 0.01% | 274,896 | -17,053 | -5.8% | -$38.25万 | 减仓 |
| — | BANK AMERICA CORP | $610.47万 | 0.01% | 5,124 | 388 | 8.2% | $46.23万 | 加仓 |
| SGOL | ETFS GOLD TR | $610.42万 | 0.01% | 136,805 | -10,983 | -7.4% | -$49.01万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $610.36万 | 0.01% | 41,389 | 4,805 | 13.1% | $70.86万 | 加仓 |
| LCII | LCI INDS | $607.20万 | 0.01% | 49,371 | -728 | -1.5% | -$8.95万 | 减仓 |
| EEMA | ISHARES INC | $606.28万 | 0.01% | 63,329 | -55,664 | -46.8% | -$532.90万 | 减仓 |
| MOG/A | MOOG INC | $606.10万 | 0.01% | 20,711 | 1,123 | 5.7% | $32.86万 | 加仓 |
| IMCB | ISHARES TR | $606.06万 | 0.01% | 72,642 | -1,315 | -1.8% | -$10.97万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $605.44万 | 0.01% | 81,926 | 27,695 | 51.1% | $204.67万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $604.97万 | 0.01% | 20,840 | -798 | -3.7% | -$23.17万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $604.07万 | 0.01% | 438,048 | 24,391 | 5.9% | $33.64万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $603.81万 | 0.01% | 178,964 | 9,149 | 5.4% | $30.87万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $600.34万 | 0.01% | 667,790 | 30,523 | 4.8% | $27.44万 | 加仓 |
| — | ADVISORSHARES TR | $599.76万 | 0.01% | 92,611 | 882 | 1.0% | $5.71万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $598.49万 | 0.01% | 1,189,841 | 536,478 | 82.1% | $269.85万 | 加仓 |
| ISCF | ISHARES TR | $596.49万 | 0.01% | 142,736 | 103,654 | 265.2% | $433.17万 | 加仓 |
| NTRS | NORTHERN TR CORP | $596.24万 | 0.01% | 42,720 | -74,173 | -63.5% | -$1,035.22万 | 减仓 |
| LAZ | LAZARD INC | $596.05万 | 0.01% | 140,313 | 87,288 | 164.6% | $370.80万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $595.84万 | 0.01% | 52,271 | -1,925 | -3.6% | -$21.94万 | 减仓 |
| MKSI | MKS INC. | $593.89万 | 0.01% | 25,842 | -32,854 | -56.0% | -$755.03万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $593.45万 | 0.01% | 411,262 | 11,016 | 2.8% | $15.90万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $592.81万 | 0.01% | 231,116 | -57,442 | -19.9% | -$147.34万 | 减仓 |
| DSI | ISHARES TR | $592.06万 | 0.01% | 48,852 | -2,231 | -4.4% | -$27.04万 | 减仓 |
| QXO | QXO INC | $590.78万 | 0.01% | 304,212 | 158,839 | 109.3% | $308.47万 | 加仓 |
| ARGX | ARGENX SE | $589.26万 | 0.01% | 8,069 | -1,498 | -15.7% | -$109.40万 | 减仓 |
| AGGY | WISDOMTREE TR | $588.98万 | 0.01% | 135,553 | -1,101 | -0.8% | -$4.78万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $588.93万 | 0.01% | 35,697 | 2,473 | 7.4% | $40.80万 | 加仓 |
| NWG | NATWEST GROUP PLC | $588.40万 | 0.01% | 394,897 | -21,953 | -5.3% | -$32.71万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $587.55万 | 0.01% | 540,038 | -24,498 | -4.3% | -$26.65万 | 减仓 |
| RACE | FERRARI N V | $586.81万 | 0.01% | 17,337 | -21,879 | -55.8% | -$740.54万 | 减仓 |
| IVZ | INVESCO LTD | $586.70万 | 0.01% | 241,540 | 34,549 | 16.7% | $83.92万 | 加仓 |
| HYS | PIMCO ETF TR | $585.04万 | 0.01% | 62,728 | 3,020 | 5.1% | $28.17万 | 加仓 |
| PTNQ | PACER FDS TR | $582.80万 | 0.01% | 79,881 | 1,120 | 1.4% | $8.17万 | 加仓 |
| IXC | ISHARES TR | $582.67万 | 0.01% | 101,138 | 148 | 0.1% | $8,526 | 加仓 |
| SYSB | ISHARES TR | $582.08万 | 0.01% | 65,402 | 6,645 | 11.3% | $59.14万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $581.63万 | 0.01% | 147,471 | -8,830 | -5.6% | -$34.83万 | 减仓 |
| HUBB | HUBBELL INC | $581.09万 | 0.01% | 11,839 | -1,278 | -9.7% | -$62.73万 | 减仓 |
| ASTE | ASTEC INDS INC | $580.97万 | 0.01% | 107,906 | 376 | 0.3% | $2.02万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $579.26万 | 0.01% | 111,717 | 9,785 | 9.6% | $50.74万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $578.41万 | 0.01% | 59,185 | -68,671 | -53.7% | -$671.12万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $578.02万 | 0.01% | 26,029 | -744 | -2.8% | -$16.52万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $574.16万 | 0.01% | 209,549 | 15,865 | 8.2% | $43.47万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $573.57万 | 0.01% | 59,296 | 4,920 | 9.0% | $47.59万 | 加仓 |
| BFC | BANK FIRST CORP | $573.56万 | 0.01% | 42,467 | -856 | -2.0% | -$11.56万 | 减仓 |
| FIVE | FIVE BELOW INC | $572.98万 | 0.01% | 25,078 | -3,757 | -13.0% | -$85.84万 | 减仓 |
| IBMQ | ISHARES TR | $572.71万 | 0.01% | 224,326 | 10,672 | 5.0% | $27.25万 | 加仓 |
| R | RYDER SYS INC | $571.18万 | 0.01% | 27,902 | -2,569 | -8.4% | -$52.59万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $569.03万 | 0.01% | 179,729 | 52,231 | 41.0% | $165.37万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $568.86万 | 0.01% | 60,854 | -3,241 | -5.1% | -$30.30万 | 减仓 |
| SXI | STANDEX INTL CORP | $564.69万 | 0.01% | 22,157 | 1,663 | 8.1% | $42.38万 | 加仓 |
| PAAA | PGIM ETF TR | $562.27万 | 0.01% | 109,861 | -1,819 | -1.6% | -$9.31万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $561.76万 | 0.01% | 92,378 | -39,182 | -29.8% | -$238.27万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $561.00万 | 0.01% | 42,885 | -67,985 | -61.3% | -$889.35万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $560.78万 | 0.01% | 341,314 | 31,792 | 10.3% | $52.23万 | 加仓 |
| DASH | DOORDASH INC | $559.93万 | 0.01% | 37,291 | -19,248 | -34.0% | -$289.01万 | 减仓 |
| OI | O-I GLASS INC | $556.71万 | 0.01% | 529,690 | -23,441 | -4.2% | -$24.64万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $555.86万 | 0.01% | 105,177 | -127,917 | -54.9% | -$676.04万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $553.61万 | 0.01% | 206,803 | 1 | 0.0% | $27 | 加仓 |
| — | SPROTT FDS TR | $552.93万 | 0.01% | 93,431 | 62,176 | 198.9% | $367.96万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $548.97万 | 0.01% | 35,856 | -6,161 | -14.7% | -$94.33万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $548.52万 | 0.01% | 146,000 | 14,909 | 11.4% | $56.01万 | 加仓 |
| CNXC | CONCENTRIX CORP | $547.69万 | 0.01% | 200,177 | 47,115 | 30.8% | $128.91万 | 加仓 |
| LFUS | LITTELFUSE INC | $547.30万 | 0.01% | 16,128 | -1,482 | -8.4% | -$50.29万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $547.24万 | 0.01% | 202,983 | 7,004 | 3.6% | $18.88万 | 加仓 |
| FBK | FB FINL CORP | $546.02万 | 0.01% | 105,126 | -4,046 | -3.7% | -$21.01万 | 减仓 |
| PHYL | PGIM ETF TR | $545.12万 | 0.01% | 157,413 | 27,220 | 20.9% | $94.26万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $544.30万 | 0.01% | 70,845 | -1,134 | -1.6% | -$8.71万 | 减仓 |
| MLPA | GLOBAL X FDS | $544.07万 | 0.01% | 100,996 | -2,924 | -2.8% | -$15.75万 | 减仓 |
| OLN | OLIN CORP | $543.12万 | 0.00% | 182,686 | 114,868 | 169.4% | $341.50万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $542.55万 | 0.00% | 204,276 | 23,977 | 13.3% | $63.68万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $542.06万 | 0.00% | 37,895 | -77 | -0.2% | -$1.10万 | 减仓 |