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 |
|---|---|---|---|---|---|---|---|---|
| PNFP | PINNACLE FINL PARTNERS INC | $726.22万 | 0.01% | 71,988 | -2,298 | -3.1% | -$23.18万 | 减仓 |
| CLH | CLEAN HARBORS INC | $724.15万 | 0.01% | 24,239 | -416 | -1.7% | -$12.43万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $723.24万 | 0.01% | 537,325 | 90,632 | 20.3% | $121.99万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $721.41万 | 0.01% | 79,172 | -11,008 | -12.2% | -$100.30万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $719.06万 | 0.01% | 138,520 | -12,284 | -8.1% | -$63.77万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $718.24万 | 0.01% | 150,415 | 18,493 | 14.0% | $88.30万 | 加仓 |
| HECA | ETF OPPORTUNITIES TRUST | $716.52万 | 0.01% | 262,460 | 165,098 | 169.6% | $450.72万 | 加仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $712.80万 | 0.01% | 263,512 | -10,960 | -4.0% | -$29.65万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $710.94万 | 0.01% | 15,764 | -223 | -1.4% | -$10.06万 | 减仓 |
| IMCB | ISHARES TR | $709.87万 | 0.01% | 73,517 | 875 | 1.2% | $8.45万 | 加仓 |
| TRIN | TRINITY CAP INC | $709.25万 | 0.01% | 396,449 | -37,275 | -8.6% | -$66.68万 | 减仓 |
| RKT | ROCKET COS INC | $708.81万 | 0.01% | 450,035 | 79,201 | 21.4% | $124.74万 | 加仓 |
| IYF | ISHARES TR | $707.76万 | 0.01% | 55,477 | -27,891 | -33.5% | -$355.83万 | 减仓 |
| MTRN | MATERION CORP | $705.98万 | 0.01% | 23,739 | 559 | 2.4% | $16.62万 | 加仓 |
| EVR | EVERCORE INC | $705.04万 | 0.01% | 20,649 | -13,659 | -39.8% | -$466.37万 | 减仓 |
| BOTZ | GLOBAL X FDS | $704.64万 | 0.01% | 185,707 | -8,255 | -4.3% | -$31.32万 | 减仓 |
| IAI | ISHARES TR | $702.75万 | 0.01% | 40,081 | 200 | 0.5% | $3.51万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $702.28万 | 0.01% | 199,852 | 6,609 | 3.4% | $23.22万 | 加仓 |
| AEE | AMEREN CORP | $701.18万 | 0.01% | 62,028 | 4,679 | 8.2% | $52.89万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $699.80万 | 0.01% | 186,117 | 16,940 | 10.0% | $63.69万 | 加仓 |
| CRK | COMSTOCK RES INC | $698.18万 | 0.01% | 467,950 | 41,975 | 9.9% | $62.63万 | 加仓 |
| CACI | CACI INTL INC | $696.43万 | 0.01% | 15,033 | -6,518 | -30.2% | -$301.96万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $694.23万 | 0.01% | 99,318 | -552 | -0.6% | -$3.86万 | 减仓 |
| NTRS | NORTHERN TR CORP | $692.95万 | 0.01% | 39,862 | -2,858 | -6.7% | -$49.68万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $692.62万 | 0.01% | 1,188,031 | -1,810 | -0.2% | -$1.06万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $692.37万 | 0.01% | 190,946 | -6,184 | -3.1% | -$22.42万 | 减仓 |
| — | SPROTT FDS TR | $691.50万 | 0.01% | 137,776 | 44,345 | 47.5% | $222.57万 | 加仓 |
| ISCF | ISHARES TR | $690.86万 | 0.01% | 159,583 | 16,847 | 11.8% | $72.93万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $689.59万 | 0.01% | 734,390 | 43,306 | 6.3% | $40.66万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $687.91万 | 0.01% | 51,788 | -483 | -0.9% | -$6.42万 | 减仓 |
| KAI | KADANT INC | $687.88万 | 0.01% | 21,891 | -4,434 | -16.8% | -$139.33万 | 减仓 |
| CCB | COASTAL FINL CORP WA | $687.05万 | 0.01% | 88,640 | -5,244 | -5.6% | -$40.65万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $686.71万 | 0.01% | 355,978 | -12,292 | -3.3% | -$23.71万 | 减仓 |
| PHYL | PGIM ETF TR | $686.19万 | 0.01% | 196,728 | 39,315 | 25.0% | $137.13万 | 加仓 |
| IHF | ISHARES TR | $681.03万 | 0.01% | 123,051 | 8,166 | 7.1% | $45.20万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $679.99万 | 0.01% | 160,713 | 21,472 | 15.4% | $90.85万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $679.86万 | 0.01% | 204,345 | -4,008 | -1.9% | -$13.33万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $678.69万 | 0.01% | 25,663 | -1,280 | -4.8% | -$33.85万 | 减仓 |
| RPM | RPM INTL INC | $675.80万 | 0.01% | 60,801 | -1,576 | -2.5% | -$17.52万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $674.74万 | 0.01% | 1,394,097 | 620,459 | 80.2% | $300.30万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $673.54万 | 0.01% | 17,207 | -3,633 | -17.4% | -$142.21万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $672.67万 | 0.01% | 198,546 | -9,049 | -4.4% | -$30.66万 | 减仓 |
| DY | DYCOM INDS INC | $672.64万 | 0.01% | 13,304 | 738 | 5.9% | $37.31万 | 加仓 |
| RGNX | REGENXBIO INC | $671.75万 | 0.01% | 560,727 | 167,958 | 42.8% | $201.21万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $671.69万 | 0.01% | 43,913 | 1,408 | 3.3% | $21.54万 | 加仓 |
| PAAA | PGIM ETF TR | $671.61万 | 0.01% | 130,996 | 21,135 | 19.2% | $108.36万 | 加仓 |
| VNOM | VIPER ENERGY INC | $671.16万 | 0.01% | 158,296 | 1,529 | 1.0% | $6.48万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $667.51万 | 0.01% | 33,155 | -23,130 | -41.1% | -$465.68万 | 减仓 |
| PHM | PULTE GROUP INC | $664.87万 | 0.01% | 48,456 | 14,700 | 43.5% | $201.70万 | 加仓 |
| ASTE | ASTEC INDS INC | $664.31万 | 0.01% | 108,565 | 659 | 0.6% | $4.03万 | 加仓 |
| IR | INGERSOLL RAND INC | $663.63万 | 0.01% | 80,930 | 1,657 | 2.1% | $13.59万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $663.29万 | 0.01% | 49,451 | 2,441 | 5.2% | $32.74万 | 加仓 |
| DSI | ISHARES TR | $663.23万 | 0.01% | 46,578 | -2,274 | -4.7% | -$32.38万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $659.66万 | 0.01% | 111,223 | 34,779 | 45.5% | $206.27万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $655.27万 | 0.01% | 127,432 | -18,568 | -12.7% | -$95.48万 | 减仓 |
| MTDR | MATADOR RES CO | $655.03万 | 0.01% | 131,584 | 10,769 | 8.9% | $53.61万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $651.01万 | 0.01% | 203,506 | 60,048 | 41.9% | $192.09万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $647.03万 | 0.01% | 50,105 | -10,901 | -17.9% | -$140.77万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $645.63万 | 0.01% | 36,587 | -21,832 | -37.4% | -$385.26万 | 减仓 |
| FULT | FULTON FINL CORP PA | $644.24万 | 0.01% | 266,325 | 176,068 | 195.1% | $425.91万 | 加仓 |
| SYSB | ISHARES TR | $644.06万 | 0.01% | 72,598 | 7,196 | 11.0% | $63.84万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $642.60万 | 0.01% | 56,622 | 20,925 | 58.6% | $237.48万 | 加仓 |
| REGL | PROSHARES TR | $642.33万 | 0.01% | 70,148 | -57,016 | -44.8% | -$522.08万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $641.90万 | 0.01% | 146,855 | 27,104 | 22.6% | $118.47万 | 加仓 |
| NTES | NETEASE COM INC | $639.94万 | 0.01% | 49,940 | 20,960 | 72.3% | $268.59万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $639.94万 | 0.01% | 401,718 | -99,686 | -19.9% | -$158.80万 | 减仓 |
| TRFM | ETF SER SOLUTIONS | $639.17万 | 0.01% | 101,182 | 50,285 | 98.8% | $317.65万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $637.86万 | 0.01% | 29,166 | 207 | 0.7% | $4.53万 | 加仓 |
| IBTH | ISHARES TR | $636.98万 | 0.01% | 284,746 | 9,850 | 3.6% | $22.03万 | 加仓 |
| AROC | ARCHROCK INC | $636.55万 | 0.01% | 156,360 | 74,465 | 90.9% | $303.15万 | 加仓 |
| NOK | NOKIA CORP | $636.22万 | 0.01% | 479,079 | 457,614 | 2,131.9% | $607.71万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $636.12万 | 0.01% | 297,250 | -44,064 | -12.9% | -$94.30万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $635.06万 | 0.01% | 688,784 | 20,994 | 3.1% | $19.36万 | 加仓 |
| SGOL | ETFS GOLD TR | $634.04万 | 0.01% | 165,848 | 29,043 | 21.2% | $111.03万 | 加仓 |
| TOST | TOAST INC | $632.66万 | 0.01% | 227,413 | -16,581 | -6.8% | -$46.13万 | 减仓 |
| BFC | BANK FIRST CORP | $630.00万 | 0.01% | 42,467 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $627.99万 | 0.01% | 65,424 | -1,318 | -2.0% | -$12.65万 | 减仓 |
| — | TIDAL TRUST III | $625.85万 | 0.01% | 339,396 | 108,522 | 47.0% | $200.12万 | 加仓 |
| TECH | BIO-TECHNE CORP | $625.48万 | 0.01% | 88,532 | -9,936 | -10.1% | -$70.20万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $624.76万 | 0.01% | 66,165 | 7,824 | 13.4% | $73.88万 | 加仓 |
| IYZ | ISHARES TR | $624.34万 | 0.01% | 147,562 | 114,424 | 345.3% | $484.13万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $623.21万 | 0.01% | 75,630 | -145 | -0.2% | -$1.19万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $619.53万 | 0.01% | 135,742 | 24,593 | 22.1% | $112.24万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $618.33万 | 0.01% | 114,441 | 11,614 | 11.3% | $62.75万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $617.77万 | 0.01% | 63,706 | 11,426 | 21.9% | $110.80万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $616.01万 | 0.01% | 122,953 | -3,422 | -2.7% | -$17.14万 | 减仓 |
| BOXX | EA SERIES TRUST | $615.95万 | 0.01% | 52,605 | 36,200 | 220.7% | $423.87万 | 加仓 |
| AGGY | WISDOMTREE TR | $615.15万 | 0.01% | 141,479 | 5,926 | 4.4% | $25.77万 | 加仓 |
| PLUG | PLUG PWR INC | $613.84万 | 0.01% | 2,265,097 | -1,014,337 | -30.9% | -$274.89万 | 减仓 |
| DES | WISDOMTREE TR | $613.53万 | 0.01% | 150,823 | 4,096 | 2.8% | $16.66万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $610.23万 | 0.01% | 213,292 | 5,503 | 2.6% | $15.74万 | 加仓 |
| CG | CARLYLE GROUP INC | $610.06万 | 0.01% | 144,874 | -18,892 | -11.5% | -$79.55万 | 减仓 |
| EXC | EXELON CORP | $609.98万 | 0.01% | 130,840 | 1,415 | 1.1% | $6.60万 | 加仓 |
| ARGX | ARGENX SE | $609.87万 | 0.01% | 6,573 | -1,496 | -18.5% | -$138.81万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $608.17万 | 0.01% | 57,206 | -12,723 | -18.2% | -$135.26万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $607.57万 | 0.01% | 174,543 | 12,926 | 8.0% | $44.99万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $607.47万 | 0.01% | 417,788 | -20,260 | -4.6% | -$29.46万 | 减仓 |
| INV | INNVENTURE INC | $605.33万 | 0.01% | 1,193,954 | 344,861 | 40.6% | $174.84万 | 加仓 |
| HEFA | ISHARES TR | $602.66万 | 0.01% | 128,430 | 8,231 | 6.8% | $38.62万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $602.07万 | 0.01% | 178,470 | -494 | -0.3% | -$1.67万 | 减仓 |