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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET | $458.11万 | 0.00% | 8,784 | 2,338 | 36.3% | $121.93万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $458.06万 | 0.00% | 143,458 | 43,583 | 43.6% | $139.16万 | 加仓 |
| UTWO | RBB FD INC | $457.14万 | 0.00% | 94,682 | -6,298 | -6.2% | -$30.41万 | 减仓 |
| — | VIRTUS TOTAL RETURN FD INC | $455.19万 | 0.00% | 687,599 | 14,608 | 2.2% | $9.67万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $453.98万 | 0.00% | 96,777 | -84,227 | -46.5% | -$395.11万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $453.50万 | 0.00% | 21,787 | -3,731 | -14.6% | -$77.66万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $450.38万 | 0.00% | 37,729 | -459 | -1.2% | -$5.48万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $450.16万 | 0.00% | 163,309 | 144,306 | 759.4% | $397.78万 | 加仓 |
| HUM | HUMANA INC | $449.15万 | 0.00% | 25,903 | 2,965 | 12.9% | $51.41万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $448.24万 | 0.00% | 19,597 | -601 | -3.0% | -$13.75万 | 减仓 |
| RELX | RELX PLC | $445.92万 | 0.00% | 134,509 | -42,912 | -24.2% | -$142.26万 | 减仓 |
| SKT | TANGER INC | $445.60万 | 0.00% | 131,137 | 624 | 0.5% | $2.12万 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $445.53万 | 0.00% | 199,340 | 18,845 | 10.4% | $42.12万 | 加仓 |
| ICOW | PACER FDS TR | $442.01万 | 0.00% | 104,150 | 15,478 | 17.5% | $65.69万 | 加仓 |
| ONON | ON HLDG AG | $441.34万 | 0.00% | 129,728 | -11,500 | -8.1% | -$39.12万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $440.83万 | 0.00% | 79,637 | 11,393 | 16.7% | $63.07万 | 加仓 |
| DXCM | DEXCOM INC | $439.50万 | 0.00% | 69,984 | -10,026 | -12.5% | -$62.96万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $439.04万 | 0.00% | 131,922 | 21,818 | 19.8% | $72.61万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $438.60万 | 0.00% | 84,119 | -1,615 | -1.9% | -$8.42万 | 减仓 |
| PKX | POSCO HOLDINGS INC | $438.36万 | 0.00% | 74,944 | 9,040 | 13.7% | $52.88万 | 加仓 |
| IYH | ISHARES TR | $438.36万 | 0.00% | 71,108 | -29,027 | -29.0% | -$178.94万 | 减仓 |
| P | EVERPURE INC | $438.10万 | 0.00% | 74,204 | -3,166 | -4.1% | -$18.69万 | 减仓 |
| IBMR | ISHARES TR | $436.63万 | 0.00% | 172,241 | 8,644 | 5.3% | $21.91万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $435.98万 | 0.00% | 194,113 | 101,446 | 109.5% | $227.85万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $435.30万 | 0.00% | 25,802 | 940 | 3.8% | $15.86万 | 加仓 |
| — | SANUWAVE HEALTH INC | $435.07万 | 0.00% | 251,633 | 74,330 | 41.9% | $128.52万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $433.60万 | 0.00% | 279,921 | 21,075 | 8.1% | $32.65万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $433.02万 | 0.00% | 102,563 | 1,327 | 1.3% | $5.60万 | 加仓 |
| DOCU | DOCUSIGN INC | $432.97万 | 0.00% | 91,324 | 14,908 | 19.5% | $70.68万 | 加仓 |
| OUSA | ALPS ETF TR | $432.84万 | 0.00% | 77,751 | -14,680 | -15.9% | -$81.72万 | 减仓 |
| BRC | BRADY CORP | $432.71万 | 0.00% | 53,259 | 7,944 | 17.5% | $64.54万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $432.20万 | 0.00% | 93,105 | 44,659 | 92.2% | $207.31万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $432.05万 | 0.00% | 53,025 | 3,678 | 7.5% | $29.97万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $429.96万 | 0.00% | 45,554 | -3,584 | -7.3% | -$33.83万 | 减仓 |
| TTD | THE TRADE DESK INC | $429.26万 | 0.00% | 189,182 | -101,201 | -34.9% | -$229.63万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $428.74万 | 0.00% | 71,118 | 506 | 0.7% | $3.05万 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $427.07万 | 0.00% | 335,747 | -16,800 | -4.8% | -$21.37万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $426.02万 | 0.00% | 230,401 | 5,765 | 2.6% | $10.66万 | 加仓 |
| DY | DYCOM INDS INC | $425.76万 | 0.00% | 12,566 | -3,271 | -20.7% | -$110.83万 | 减仓 |
| IAUX | I-80 GOLD CORP | $424.79万 | 0.00% | 2,794,654 | 1,991,015 | 247.7% | $302.63万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $424.53万 | 0.00% | 46,084 | 2,461 | 5.6% | $22.67万 | 加仓 |
| CAVA | CAVA GROUP INC | $424.27万 | 0.00% | 52,443 | -46,983 | -47.3% | -$380.10万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $424.05万 | 0.00% | 56,570 | 2,396 | 4.4% | $17.96万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $423.71万 | 0.00% | 198,739 | -111,221 | -35.9% | -$237.12万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $423.57万 | 0.00% | 119,751 | 2,313 | 2.0% | $8.18万 | 加仓 |
| TXO | TXO PARTNERS LP | $421.82万 | 0.00% | 335,313 | 180,809 | 117.0% | $227.46万 | 加仓 |
| URNM | SPROTT FDS TR | $421.54万 | 0.00% | 66,751 | 1,011 | 1.5% | $6.38万 | 加仓 |
| SDOG | ALPS ETF TR | $420.87万 | 0.00% | 64,714 | 3,217 | 5.2% | $20.92万 | 加仓 |
| VTR | VENTAS INC | $420.35万 | 0.00% | 51,399 | -18,700 | -26.7% | -$152.93万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $420.33万 | 0.00% | 70,917 | 7,256 | 11.4% | $43.01万 | 加仓 |
| XME | SPDR SERIES TRUST | $419.89万 | 0.00% | 38,869 | -675 | -1.7% | -$7.29万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $419.70万 | 0.00% | 51,853 | 976 | 1.9% | $7.90万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $418.96万 | 0.00% | 83,292 | 158 | 0.2% | $7,947 | 加仓 |
| LASR | NLIGHT INC | $418.64万 | 0.00% | 73,422 | -22,068 | -23.1% | -$125.83万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $417.50万 | 0.00% | 67,253 | -73,097 | -52.1% | -$453.78万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $417.40万 | 0.00% | 49,199 | 31,676 | 180.8% | $268.74万 | 加仓 |
| ARMK | ARAMARK | $417.35万 | 0.00% | 102,945 | 3,955 | 4.0% | $16.03万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $416.88万 | 0.00% | 124,814 | -240 | -0.2% | -$8,016 | 减仓 |
| — | TIDAL TRUST III | $416.03万 | 0.00% | 230,874 | 35,379 | 18.1% | $63.75万 | 加仓 |
| ENVX | ENOVIX CORPORATION | $415.70万 | 0.00% | 802,502 | -66,616 | -7.7% | -$34.51万 | 减仓 |
| ITB | ISHARES TR | $415.09万 | 0.00% | 45,824 | 5,510 | 13.7% | $49.91万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $414.79万 | 0.00% | 52,280 | 8,907 | 20.5% | $70.67万 | 加仓 |
| OKTA | OKTA INC | $414.58万 | 0.00% | 52,672 | -9,852 | -15.8% | -$77.55万 | 减仓 |
| NBCM | NEUBERGER BERMAN ETF TRUST | $413.94万 | 0.00% | 147,680 | 40,976 | 38.4% | $114.85万 | 加仓 |
| HDB | HDFC BANK LTD | $413.39万 | 0.00% | 166,153 | -4,022 | -2.4% | -$10.01万 | 减仓 |
| IAK | ISHARES TR | $413.30万 | 0.00% | 32,214 | -14,452 | -31.0% | -$185.42万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $412.49万 | 0.00% | 89,361 | -11,770 | -11.6% | -$54.33万 | 减仓 |
| BOH | BANK HAWAII CORP | $412.40万 | 0.00% | 55,541 | 262 | 0.5% | $1.95万 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $411.58万 | 0.00% | 773,638 | 168,858 | 27.9% | $89.83万 | 加仓 |
| INCY | INCYTE CORP | $410.15万 | 0.00% | 43,577 | 1,768 | 4.2% | $16.64万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $409.76万 | 0.00% | 541,290 | 3,398 | 0.6% | $2.57万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $409.36万 | 0.00% | 54,824 | -8,955 | -14.0% | -$66.86万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $408.58万 | 0.00% | 153,542 | -9,643 | -5.9% | -$25.66万 | 减仓 |
| MGA | MAGNA INTL INC | $407.57万 | 0.00% | 73,025 | -150 | -0.2% | -$8,372 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $407.56万 | 0.00% | 119,378 | 14,426 | 13.7% | $49.25万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $406.25万 | 0.00% | 44,124 | 1,982 | 4.7% | $18.25万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $405.77万 | 0.00% | 102,939 | -6,707 | -6.1% | -$26.44万 | 减仓 |
| CMPR | CIMPRESS PLC | $405.64万 | 0.00% | 55,567 | -3,062 | -5.2% | -$22.35万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $405.09万 | 0.00% | 73,867 | 6,235 | 9.2% | $34.19万 | 加仓 |
| TSME | THRIVENT ETF TRUST | $402.81万 | 0.00% | 96,876 | 19,973 | 26.0% | $83.05万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $402.48万 | 0.00% | 133,848 | -52,216 | -28.1% | -$157.01万 | 减仓 |
| — | STRATEGY INC | $401.78万 | 0.00% | 56,829 | 11,176 | 24.5% | $79.02万 | 加仓 |
| IETC | ISHARES U S ETF TR | $401.73万 | 0.00% | 45,455 | -8,135 | -15.2% | -$71.90万 | 减仓 |
| MDLN | MEDLINE INC | $401.47万 | 0.00% | 90,213 | 23,521 | 35.3% | $104.68万 | 加仓 |
| S | SENTINELONE INC | $401.38万 | 0.00% | 311,633 | 3,261 | 1.1% | $4.20万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $400.91万 | 0.00% | 24,277 | -301 | -1.2% | -$4.97万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $400.12万 | 0.00% | 117,856 | 60,808 | 106.6% | $206.44万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $399.23万 | 0.00% | 117,352 | 6,652 | 6.0% | $22.63万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $397.56万 | 0.00% | 82,947 | 4,682 | 6.0% | $22.44万 | 加仓 |
| LAD | LITHIA MTRS INC | $397.53万 | 0.00% | 15,916 | -2,125 | -11.8% | -$53.08万 | 减仓 |
| IXN | ISHARES TR | $397.17万 | 0.00% | 39,732 | -7,510 | -15.9% | -$75.07万 | 减仓 |
| PHM | PULTE GROUP INC | $397.03万 | 0.00% | 33,756 | 400 | 1.2% | $4.70万 | 加仓 |
| ILF | ISHARES TR | $394.54万 | 0.00% | 111,071 | 74,899 | 207.1% | $266.05万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $394.48万 | 0.00% | 137,929 | 22,818 | 19.8% | $65.26万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $394.45万 | 0.00% | 33,411 | 7,885 | 30.9% | $93.09万 | 加仓 |
| HUT | HUT 8 CORP | $394.34万 | 0.00% | 84,064 | -76,322 | -47.6% | -$358.03万 | 减仓 |
| SUSA | ISHARES TR | $394.34万 | 0.00% | 29,852 | 708 | 2.4% | $9.35万 | 加仓 |
| MOS | MOSAIC CO | $394.34万 | 0.00% | 154,641 | 23,256 | 17.7% | $59.30万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $394.28万 | 0.00% | 42,505 | -1,850 | -4.2% | -$17.16万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $393.44万 | 0.00% | 57,497 | 20,130 | 53.9% | $137.75万 | 加仓 |