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 |
|---|---|---|---|---|---|---|---|---|
| SCHM | SCHWAB STRATEGIC TR | $392.62万 | 0.00% | 126,815 | -890 | -0.7% | -$2.76万 | 减仓 |
| DB | DEUTSCHE BK AG | $392.16万 | 0.00% | 131,683 | -27,364 | -17.2% | -$81.49万 | 减仓 |
| XTL | SPDR SERIES TRUST | $391.07万 | 0.00% | 20,795 | 5,446 | 35.5% | $102.42万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $390.91万 | 0.00% | 233,812 | 17,776 | 8.2% | $29.72万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $390.71万 | 0.00% | 19,994 | -669 | -3.2% | -$13.07万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $390.59万 | 0.00% | 31,240 | 559 | 1.8% | $6.99万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $390.59万 | 0.00% | 114,981 | -613 | -0.5% | -$2.08万 | 减仓 |
| HWKN | HAWKINS INC | $390.54万 | 0.00% | 25,426 | 11,314 | 80.2% | $173.78万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $389.30万 | 0.00% | 92,118 | 26,124 | 39.6% | $110.40万 | 加仓 |
| STM | STMICROELECTRONICS N V | $389.05万 | 0.00% | 112,606 | -51,816 | -31.5% | -$179.02万 | 减仓 |
| LKQ | LKQ CORP | $388.88万 | 0.00% | 132,407 | 19,466 | 17.2% | $57.17万 | 加仓 |
| EMLC | VANECK ETF TRUST | $387.22万 | 0.00% | 154,213 | 41,061 | 36.3% | $103.10万 | 加仓 |
| PATK | PATRICK INDS INC | $386.82万 | 0.00% | 34,827 | -1,059 | -3.0% | -$11.76万 | 减仓 |
| ABEV | AMBEV SA | $386.13万 | 0.00% | 1,322,366 | 153,573 | 13.1% | $44.84万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $385.39万 | 0.00% | 304,413 | -147,099 | -32.6% | -$186.23万 | 减仓 |
| ITRI | ITRON INC | $385.37万 | 0.00% | 42,996 | 22,198 | 106.7% | $198.96万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $385.28万 | 0.00% | 166,241 | -6,269 | -3.6% | -$14.53万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $384.81万 | 0.00% | 28,832 | 3,070 | 11.9% | $40.97万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $384.38万 | 0.00% | 192,572 | -30,635 | -13.7% | -$61.15万 | 减仓 |
| UGI | UGI CORP NEW | $383.54万 | 0.00% | 105,310 | 47,861 | 83.3% | $174.31万 | 加仓 |
| SETM | SPROTT FDS TR | $382.97万 | 0.00% | 115,770 | 67,719 | 140.9% | $224.01万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $382.27万 | 0.00% | 59,184 | 1,652 | 2.9% | $10.67万 | 加仓 |
| FXI | ISHARES TR | $381.98万 | 0.00% | 106,400 | -1,156 | -1.1% | -$4.15万 | 减仓 |
| KMX | CARMAX INC | $381.14万 | 0.00% | 91,664 | -45,062 | -33.0% | -$187.37万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $380.76万 | 0.00% | 95,550 | 42,133 | 78.9% | $167.90万 | 加仓 |
| IMCV | ISHARES TR | $379.66万 | 0.00% | 44,779 | -999 | -2.2% | -$8.47万 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $378.96万 | 0.00% | 93,638 | 16,345 | 21.1% | $66.15万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $378.33万 | 0.00% | 76,444 | 44,582 | 139.9% | $220.64万 | 加仓 |
| GH | GUARDANT HEALTH INC | $377.67万 | 0.00% | 40,887 | -2,080 | -4.8% | -$19.21万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $376.80万 | 0.00% | 329,371 | -21,383 | -6.1% | -$24.46万 | 减仓 |
| MDU | MDU RES GROUP INC | $373.61万 | 0.00% | 180,312 | 19,714 | 12.3% | $40.85万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $373.13万 | 0.00% | 80,450 | 7,658 | 10.5% | $35.52万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $372.99万 | 0.00% | 309,532 | -1,132 | -0.4% | -$1.36万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $371.16万 | 0.00% | 35,770 | 11,979 | 50.4% | $124.30万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $369.72万 | 0.00% | 156,065 | -69,650 | -30.9% | -$165.00万 | 减仓 |
| SNDK | SANDISK CORP | $369.07万 | 0.00% | 5,809 | 2,120 | 57.5% | $134.69万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $369.06万 | 0.00% | 93,693 | -3,025 | -3.1% | -$11.92万 | 减仓 |
| RL | RALPH LAUREN CORP | $368.98万 | 0.00% | 10,726 | -9,638 | -47.3% | -$331.56万 | 减仓 |
| ALAI | THE ALGER ETF TRUST | $367.24万 | 0.00% | 111,149 | 14,854 | 15.4% | $49.08万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $366.98万 | 0.00% | 92,137 | -6,408 | -6.5% | -$25.52万 | 减仓 |
| TWLO | TWILIO INC | $366.85万 | 0.00% | 29,157 | -6,280 | -17.7% | -$79.01万 | 减仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $366.31万 | 0.00% | 102,120 | 15,387 | 17.7% | $55.19万 | 加仓 |
| YOU | CLEAR SECURE INC | $365.02万 | 0.00% | 75,402 | -13,177 | -14.9% | -$63.79万 | 减仓 |
| — | WEBSTER FINL CORP | $364.92万 | 0.00% | 52,566 | -95,655 | -64.5% | -$664.05万 | 减仓 |
| WHD | CACTUS INC | $364.83万 | 0.00% | 77,017 | 3,926 | 5.4% | $18.60万 | 加仓 |
| SMDV | PROSHARES TR | $363.66万 | 0.00% | 52,866 | 4,425 | 9.1% | $30.44万 | 加仓 |
| FTV | FORTIVE CORP | $361.80万 | 0.00% | 65,448 | -3,496 | -5.1% | -$19.33万 | 减仓 |
| CTRE | CARETRUST REIT INC | $361.78万 | 0.00% | 98,711 | -1,717 | -1.7% | -$6.29万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $360.01万 | 0.00% | 32,167 | -341 | -1.0% | -$3.82万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $359.93万 | 0.00% | 250,648 | -15,824 | -5.9% | -$22.72万 | 减仓 |
| ROKU | ROKU INC | $359.83万 | 0.00% | 38,029 | 13,374 | 54.2% | $126.54万 | 加仓 |
| PTMC | PACER FDS TR | $359.29万 | 0.00% | 98,247 | 2,066 | 2.1% | $7.56万 | 加仓 |
| BUSA | 2023 ETF SERIES TRUST | $359.16万 | 0.00% | 97,017 | 91,249 | 1,582.0% | $337.80万 | 加仓 |
| ARIS | ARIS MINING CORPORATION | $359.11万 | 0.00% | 193,381 | 37,778 | 24.3% | $70.15万 | 加仓 |
| NE | NOBLE CORP PLC | $359.05万 | 0.00% | 73,171 | -12,183 | -14.3% | -$59.78万 | 减仓 |
| CYTK | CYTOKINETICS INC | $358.86万 | 0.00% | 54,444 | 6,473 | 13.5% | $42.67万 | 加仓 |
| GLOB | GLOBANT S A | $358.74万 | 0.00% | 77,799 | 21,575 | 38.4% | $99.48万 | 加仓 |
| HYD | VANECK ETF TRUST | $358.47万 | 0.00% | 71,491 | -337 | -0.5% | -$1.69万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $357.08万 | 0.00% | 18,444 | 1,361 | 8.0% | $26.35万 | 加仓 |
| IHI | ISHARES TR | $356.08万 | 0.00% | 66,746 | -24,599 | -26.9% | -$131.23万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $356.01万 | 0.00% | 11,032 | -11,320 | -50.6% | -$365.30万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $355.81万 | 0.00% | 30,980 | -33,792 | -52.2% | -$388.10万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $355.33万 | 0.00% | 129,398 | -87,070 | -40.2% | -$239.09万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $355.12万 | 0.00% | 83,438 | 39,304 | 89.1% | $167.28万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $354.10万 | 0.00% | 24,194 | 777 | 3.3% | $11.37万 | 加仓 |
| AAON | AAON INC | $353.81万 | 0.00% | 42,756 | -2,921 | -6.4% | -$24.17万 | 减仓 |
| CMF | ISHARES TR | $351.51万 | 0.00% | 61,820 | 11,760 | 23.5% | $66.87万 | 加仓 |
| IOO | ISHARES TR | $351.34万 | 0.00% | 29,044 | 13,342 | 85.0% | $161.40万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $348.77万 | 0.00% | 176,325 | 45,483 | 34.8% | $89.97万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $348.12万 | 0.00% | 240,580 | 21,462 | 9.8% | $31.06万 | 加仓 |
| RGEN | REPLIGEN CORP | $348.04万 | 0.00% | 29,540 | 8,549 | 40.7% | $100.72万 | 加仓 |
| ERIE | ERIE INDTY CO | $347.70万 | 0.00% | 13,835 | 6,559 | 90.1% | $164.84万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $346.65万 | 0.00% | 32,842 | 23,016 | 234.2% | $242.93万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $346.62万 | 0.00% | 320,053 | -71,051 | -18.2% | -$76.95万 | 减仓 |
| WDFC | WD 40 CO | $345.45万 | 0.00% | 16,936 | -852 | -4.8% | -$17.38万 | 减仓 |
| FLRT | PACER FDS TR | $345.40万 | 0.00% | 74,584 | 874 | 1.2% | $4.05万 | 加仓 |
| TMFC | RBB FD INC | $344.86万 | 0.00% | 52,272 | 1,723 | 3.4% | $11.37万 | 加仓 |
| CC | CHEMOURS CO | $344.77万 | 0.00% | 156,501 | 143,428 | 1,097.1% | $315.97万 | 重新持有 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $344.24万 | 0.00% | 67,431 | -545 | -0.8% | -$2.78万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $343.61万 | 0.00% | 69,882 | 9,595 | 15.9% | $47.18万 | 加仓 |
| CAE | CAE INC | $343.58万 | 0.00% | 131,891 | 19,798 | 17.7% | $51.57万 | 加仓 |
| ENFR | ALPS ETF TR | $343.50万 | 0.00% | 89,896 | 6,060 | 7.2% | $23.16万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $342.26万 | 0.00% | 107,628 | -10,678 | -9.0% | -$33.96万 | 减仓 |
| ESGU | ISHARES TR | $341.13万 | 0.00% | 24,122 | -991 | -3.9% | -$14.01万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $340.83万 | 0.00% | 433,073 | -33,740 | -7.2% | -$26.55万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $340.69万 | 0.00% | 125,717 | 1,873 | 1.5% | $5.08万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $340.61万 | 0.00% | 11,469 | 502 | 4.6% | $14.91万 | 加仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $338.97万 | 0.00% | 322,527 | 844 | 0.3% | $8,870 | 加仓 |
| WWD | WOODWARD INC | $338.69万 | 0.00% | 9,463 | -3,847 | -28.9% | -$137.69万 | 减仓 |
| WPC | WP CAREY INC | $338.61万 | 0.00% | 49,824 | 5,810 | 13.2% | $39.49万 | 加仓 |
| IBMP | ISHARES TR | $337.94万 | 0.00% | 132,836 | 6,893 | 5.5% | $17.54万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $336.95万 | 0.00% | 53,864 | 395 | 0.7% | $2.47万 | 加仓 |
| ESGE | ISHARES INC | $336.94万 | 0.00% | 74,101 | 5,949 | 8.7% | $27.05万 | 加仓 |
| EWJV | ISHARES TR | $336.65万 | 0.00% | 78,896 | 957 | 1.2% | $4.08万 | 加仓 |
| ESLT | ELBIT SYS LTD | $336.35万 | 0.00% | 3,961 | 1,686 | 74.1% | $143.17万 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $335.42万 | 0.00% | 249,563 | 33,981 | 15.8% | $45.67万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $335.39万 | 0.00% | 35,959 | 4,053 | 12.7% | $37.80万 | 加仓 |
| NICE | NICE LTD | $335.35万 | 0.00% | 30,414 | 4,237 | 16.2% | $46.72万 | 加仓 |
| MTRN | MATERION CORP | $335.30万 | 0.00% | 23,180 | -3,779 | -14.0% | -$54.66万 | 减仓 |
| THG | HANOVER INS GROUP INC | $335.27万 | 0.00% | 19,341 | 56 | 0.3% | $9,708 | 加仓 |