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 |
|---|---|---|---|---|---|---|---|---|
| RRR | RED ROCK RESORTS INC | $334.15万 | 0.00% | 62,629 | -4,310 | -6.4% | -$23.00万 | 减仓 |
| HDEF | DBX ETF TR | $333.10万 | 0.00% | 102,776 | 7,178 | 7.5% | $23.26万 | 加仓 |
| HEGD | LISTED FDS TR | $333.08万 | 0.00% | 134,851 | 16,914 | 14.3% | $41.78万 | 加仓 |
| NVR | NVR INC | $332.79万 | 0.00% | 505 | -144 | -22.2% | -$94.89万 | 减仓 |
| INV | INNVENTURE INC | $332.00万 | 0.00% | 849,093 | 154,692 | 22.3% | $60.48万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $331.35万 | 0.00% | 57,546 | 9,024 | 18.6% | $51.96万 | 加仓 |
| IBTO | ISHARES TR | $330.20万 | 0.00% | 135,383 | 27,633 | 25.6% | $67.40万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $329.96万 | 0.00% | 437,603 | -42,546 | -8.9% | -$32.08万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $329.95万 | 0.00% | 161,659 | 35,978 | 28.6% | $73.43万 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $329.89万 | 0.00% | 176,603 | 72,899 | 70.3% | $136.18万 | 加仓 |
| IBTL | ISHARES TR | $329.57万 | 0.00% | 161,562 | 40,846 | 33.8% | $83.32万 | 加仓 |
| RGNX | REGENXBIO INC | $329.14万 | 0.00% | 392,769 | 57,723 | 17.2% | $48.37万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $328.71万 | 0.00% | 34,452 | 13,916 | 67.8% | $132.77万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $328.52万 | 0.00% | 43,311 | -16,658 | -27.8% | -$126.35万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $327.98万 | 0.00% | 49,906 | -4,294 | -7.9% | -$28.22万 | 减仓 |
| TY | TRI CONTL CORP | $327.44万 | 0.00% | 103,652 | 3,782 | 3.8% | $11.95万 | 加仓 |
| TROX | TRONOX HOLDINGS PLC | $327.07万 | 0.00% | 334,764 | -109,311 | -24.6% | -$106.80万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $327.05万 | 0.00% | 158,996 | -11,625 | -6.8% | -$23.91万 | 减仓 |
| AGCO | AGCO CORP | $326.46万 | 0.00% | 28,175 | -1,435 | -4.8% | -$16.63万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $326.11万 | 0.00% | 59,717 | 112 | 0.2% | $6,116 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $325.88万 | 0.00% | 69,721 | 1,423 | 2.1% | $6.65万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $325.78万 | 0.00% | 113,117 | -43,238 | -27.7% | -$124.53万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $325.06万 | 0.00% | 10,114 | -32,481 | -76.3% | -$1,043.94万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $325.00万 | 0.00% | 83,913 | 8,374 | 11.1% | $32.43万 | 加仓 |
| CXT | CRANE NXT CO | $324.56万 | 0.00% | 79,959 | 8,759 | 12.3% | $35.55万 | 加仓 |
| NTES | NETEASE COM INC | $324.41万 | 0.00% | 28,980 | 2,698 | 10.3% | $30.20万 | 加仓 |
| CNO | CNO FINL GROUP INC | $324.39万 | 0.00% | 79,004 | 42,242 | 114.9% | $173.45万 | 加仓 |
| AVY | AVERY DENNISON CORP | $324.27万 | 0.00% | 18,778 | 1,617 | 9.4% | $27.92万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $324.02万 | 0.00% | 471,643 | 261,299 | 124.2% | $179.51万 | 加仓 |
| TIPX | SPDR SERIES TRUST | $322.05万 | 0.00% | 167,820 | 10,756 | 6.8% | $20.64万 | 加仓 |
| GDDY | GODADDY INC | $320.90万 | 0.00% | 38,818 | 7,412 | 23.6% | $61.27万 | 加仓 |
| — | ISHARES TR | $320.08万 | 0.00% | 132,375 | 14,469 | 12.3% | $34.99万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $319.92万 | 0.00% | 38,086 | -270 | -0.7% | -$2.27万 | 减仓 |
| IYY | ISHARES TR | $317.49万 | 0.00% | 20,036 | 549 | 2.8% | $8.70万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $316.65万 | 0.00% | 179,609 | 11,666 | 6.9% | $20.57万 | 加仓 |
| — | ELECTRONIC ARTS INC | $315.88万 | 0.00% | 15,480 | -38,296 | -71.2% | -$781.44万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $315.71万 | 0.00% | 127,458 | 2,374 | 1.9% | $5.88万 | 加仓 |
| INDA | ISHARES TR | $314.48万 | 0.00% | 67,136 | -64,829 | -49.1% | -$303.67万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $314.23万 | 0.00% | 17,234 | -593 | -3.3% | -$10.81万 | 减仓 |
| AVA | AVISTA CORP | $313.27万 | 0.00% | 78,043 | -5,459 | -6.5% | -$21.91万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $312.92万 | 0.00% | 60,539 | 10,159 | 20.2% | $52.51万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $312.82万 | 0.00% | 63,572 | -35,165 | -35.6% | -$173.04万 | 减仓 |
| MCHI | ISHARES TR | $312.80万 | 0.00% | 55,678 | 1,356 | 2.5% | $7.62万 | 加仓 |
| BANR | BANNER CORP | $311.40万 | 0.00% | 51,319 | 3,245 | 6.8% | $19.69万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $311.15万 | 0.00% | 28,346 | 9,133 | 47.5% | $100.25万 | 加仓 |
| MMSI | MERIT MED SYS INC | $310.55万 | 0.00% | 45,053 | 4,477 | 11.0% | $30.86万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $310.49万 | 0.00% | 48,727 | 15,719 | 47.6% | $100.16万 | 加仓 |
| — | FRANKLIN UNVL TR | $306.88万 | 0.00% | 383,120 | 23,570 | 6.6% | $18.88万 | 加仓 |
| DDS | DILLARDS INC | $306.43万 | 0.00% | 5,354 | 579 | 12.1% | $33.14万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $305.31万 | 0.00% | 121,297 | 4,997 | 4.3% | $12.58万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $305.29万 | 0.00% | 323,057 | 40,718 | 14.4% | $38.48万 | 加仓 |
| MOO | VANECK ETF TRUST | $304.80万 | 0.00% | 36,068 | -63 | -0.2% | -$5,324 | 减仓 |
| LOGI | LOGITECH INTL S A | $304.67万 | 0.00% | 33,436 | 242 | 0.7% | $2.21万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $304.61万 | 0.00% | 57,745 | 1,302 | 2.3% | $6.87万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $304.24万 | 0.00% | 75,474 | 32,820 | 76.9% | $132.30万 | 加仓 |
| ELF | E L F BEAUTY INC | $304.06万 | 0.00% | 50,168 | 6,004 | 13.6% | $36.39万 | 加仓 |
| NPO | ENPRO INC | $304.00万 | 0.00% | 12,128 | -138 | -1.1% | -$3.46万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $303.57万 | 0.00% | 61,308 | -2,444 | -3.8% | -$12.10万 | 减仓 |
| JBS | JBS N.V. | $303.37万 | 0.00% | 168,913 | 19,198 | 12.8% | $34.48万 | 加仓 |
| EZU | ISHARES INC | $303.32万 | 0.00% | 48,423 | 3,797 | 8.5% | $23.78万 | 加仓 |
| IBTQ | ISHARES TR | $302.61万 | 0.00% | 119,590 | 82,833 | 225.4% | $209.60万 | 加仓 |
| PINS | PINTEREST INC | $302.20万 | 0.00% | 164,777 | -91,641 | -35.7% | -$168.07万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $302.10万 | 0.00% | 39,464 | 31,114 | 372.6% | $238.18万 | 加仓 |
| HRB | BLOCK H & R INC | $301.75万 | 0.00% | 95,068 | 32,168 | 51.1% | $102.10万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $301.60万 | 0.00% | 40,363 | -182 | -0.4% | -$1.36万 | 减仓 |
| CHEF | CHEFS WHSE INC | $301.28万 | 0.00% | 50,677 | -403 | -0.8% | -$2.40万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $301.18万 | 0.00% | 10,132 | -825 | -7.5% | -$24.52万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $300.99万 | 0.00% | 51,319 | 1,348 | 2.7% | $7.91万 | 加仓 |
| CPT | CAMDEN PPTY TR | $300.89万 | 0.00% | 30,810 | -1,483 | -4.6% | -$14.48万 | 减仓 |
| IWMI | NEOS ETF TRUST | $300.69万 | 0.00% | 63,438 | 39,268 | 162.5% | $186.13万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $300.27万 | 0.00% | 37,980 | 78 | 0.2% | $6,167 | 加仓 |
| EAGG | ISHARES TR | $300.03万 | 0.00% | 63,098 | 3,559 | 6.0% | $16.92万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $298.58万 | 0.00% | 72,807 | 11,626 | 19.0% | $47.68万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $298.42万 | 0.00% | 88,134 | 10,336 | 13.3% | $35.00万 | 加仓 |
| XP | XP INC | $297.66万 | 0.00% | 156,335 | 39,453 | 33.8% | $75.12万 | 加仓 |
| SBSW | SIBANYE STILLWATER LTD | $297.46万 | 0.00% | 241,441 | -98,264 | -28.9% | -$121.06万 | 减仓 |
| TRU | TRANSUNION | $297.11万 | 0.00% | 42,941 | -4,174 | -8.9% | -$28.88万 | 减仓 |
| EVTC | EVERTEC INC | $296.30万 | 0.00% | 104,996 | -9,236 | -8.1% | -$26.06万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $295.79万 | 0.00% | 52,763 | 23,530 | 80.5% | $131.91万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $295.51万 | 0.00% | 233,606 | -29,909 | -11.4% | -$37.83万 | 减仓 |
| GEF | GREIF INC | $295.39万 | 0.00% | 44,042 | -13,539 | -23.5% | -$90.81万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $294.40万 | 0.00% | 11,298 | -288 | -2.5% | -$7.50万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $294.27万 | 0.00% | 74,896 | 5,880 | 8.5% | $23.10万 | 加仓 |
| IBTM | ISHARES TR | $294.00万 | 0.00% | 128,214 | 24,437 | 23.5% | $56.04万 | 加仓 |
| M | MACYS INC | $293.55万 | 0.00% | 162,270 | -1,312 | -0.8% | -$2.37万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $293.45万 | 0.00% | 36,981 | -159,365 | -81.2% | -$1,264.58万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $293.44万 | 0.00% | 45,348 | -2,512 | -5.2% | -$16.25万 | 减仓 |
| PSTL | POSTAL REALTY TRUST INC | $293.33万 | 0.00% | 158,043 | -25,828 | -14.0% | -$47.94万 | 减仓 |
| AZZ | AZZ INC | $293.16万 | 0.00% | 23,428 | 371 | 1.6% | $4.64万 | 加仓 |
| TREX | TREX INC | $292.65万 | 0.00% | 80,352 | 2,048 | 2.6% | $7.46万 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $291.74万 | 0.00% | 56,980 | 7,831 | 15.9% | $40.09万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $291.17万 | 0.00% | 24,925 | 6,004 | 31.7% | $70.14万 | 加仓 |
| QDPL | PACER FDS TR | $290.52万 | 0.00% | 72,379 | -11,320 | -13.5% | -$45.44万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $287.84万 | 0.00% | 32,038 | 4,401 | 15.9% | $39.54万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $287.66万 | 0.00% | 127,905 | -908 | -0.7% | -$2.04万 | 减仓 |
| CBZ | CBIZ INC | $287.38万 | 0.00% | 107,035 | 2,776 | 2.7% | $7.45万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $287.20万 | 0.00% | 113,429 | -577 | -0.5% | -$1.46万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $286.84万 | 0.00% | 87,636 | -1,551 | -1.7% | -$5.08万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $286.64万 | 0.00% | 80,791 | -49,095 | -37.8% | -$174.19万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $285.82万 | 0.00% | 19,231 | 3,440 | 21.8% | $51.13万 | 重新持有 |