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 |
|---|---|---|---|---|---|---|---|---|
| AGM | FEDERAL AGRIC MTG CORP | $373.56万 | 0.00% | 18,746 | 1,590 | 9.3% | $31.68万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $373.51万 | 0.00% | 81,730 | 30,536 | 59.6% | $139.55万 | 加仓 |
| DXCM | DEXCOM INC | $372.63万 | 0.00% | 55,327 | -14,657 | -20.9% | -$98.71万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $372.42万 | 0.00% | 77,050 | -5,897 | -7.1% | -$28.50万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $372.34万 | 0.00% | 114,567 | 58,738 | 105.2% | $190.90万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $371.50万 | 0.00% | 328,470 | 18,938 | 6.1% | $21.42万 | 加仓 |
| RYN | RAYONIER INC | $370.79万 | 0.00% | 174,244 | 36,328 | 26.3% | $77.31万 | 加仓 |
| KWR | QUAKER HOUGHTON | $370.23万 | 0.00% | 23,292 | 1,208 | 5.5% | $19.20万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $369.74万 | 0.00% | 213,597 | 17,860 | 9.1% | $30.92万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $369.18万 | 0.00% | 73,410 | 603 | 0.8% | $3.03万 | 加仓 |
| — | ISHARES TR | $368.93万 | 0.00% | 153,561 | 21,186 | 16.0% | $50.90万 | 加仓 |
| CPT | CAMDEN PPTY TR | $368.20万 | 0.00% | 32,161 | 1,351 | 4.4% | $15.47万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $367.88万 | 0.00% | 15,782 | -1,452 | -8.4% | -$33.85万 | 减仓 |
| ENFR | ALPS ETF TR | $367.37万 | 0.00% | 96,419 | 6,523 | 7.3% | $24.85万 | 加仓 |
| OLN | OLIN CORP | $367.16万 | 0.00% | 185,248 | 2,562 | 1.4% | $5.08万 | 加仓 |
| EZU | ISHARES INC | $366.97万 | 0.00% | 52,801 | 4,378 | 9.0% | $30.43万 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $366.66万 | 0.00% | 107,208 | 23,345 | 27.8% | $79.84万 | 加仓 |
| UGI | UGI CORP NEW | $365.87万 | 0.00% | 105,927 | 617 | 0.6% | $2.13万 | 加仓 |
| AMBA | AMBARELLA INC | $364.57万 | 0.00% | 42,491 | 15,238 | 55.9% | $130.74万 | 加仓 |
| IYY | ISHARES TR | $361.90万 | 0.00% | 19,853 | -183 | -0.9% | -$3.34万 | 减仓 |
| ILCG | ISHARES TR | $361.79万 | 0.00% | 30,918 | 3,357 | 12.2% | $39.28万 | 加仓 |
| CR | CRANE COMPANY | $360.18万 | 0.00% | 16,145 | 2,250 | 16.2% | $50.20万 | 加仓 |
| HUT | HUT 8 CORP | $360.06万 | 0.00% | 31,189 | -52,875 | -62.9% | -$610.42万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $359.60万 | 0.00% | 195,332 | -3,407 | -1.7% | -$6.27万 | 减仓 |
| TMFC | RBB FD INC | $359.07万 | 0.00% | 47,144 | -5,128 | -9.8% | -$39.06万 | 减仓 |
| — | EA SERIES TRUST | $357.72万 | 0.00% | 68,069 | 421 | 0.6% | $2.21万 | 加仓 |
| VSEC | VSE CORP | $357.16万 | 0.00% | 15,630 | 2,372 | 17.9% | $54.20万 | 加仓 |
| AZZ | AZZ INC | $357.07万 | 0.00% | 23,029 | -399 | -1.7% | -$6.19万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $356.52万 | 0.00% | 30,160 | -820 | -2.6% | -$9.69万 | 减仓 |
| TY | TRI CONTL CORP | $356.40万 | 0.00% | 103,544 | -108 | -0.1% | -$3,717 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $355.49万 | 0.00% | 207,043 | -543,711 | -72.4% | -$933.55万 | 减仓 |
| AYI | ACUITY INC | $355.47万 | 0.00% | 9,437 | 37 | 0.4% | $1.39万 | 加仓 |
| HDB | HDFC BANK LTD | $355.07万 | 0.00% | 137,466 | -28,687 | -17.3% | -$74.10万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $354.77万 | 0.00% | 261,626 | 12,063 | 4.8% | $16.36万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $354.18万 | 0.00% | 44,019 | 7,671 | 21.1% | $61.72万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $353.81万 | 0.00% | 93,156 | -537 | -0.6% | -$2.04万 | 减仓 |
| DTCR | GLOBAL X FDS | $353.70万 | 0.00% | 116,462 | 33,458 | 40.3% | $101.61万 | 加仓 |
| VOLT | TEMA ETF TRUST | $353.69万 | 0.00% | 84,433 | 19,078 | 29.2% | $79.92万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $352.94万 | 0.00% | 294,114 | -35,257 | -10.7% | -$42.31万 | 减仓 |
| PINS | PINTEREST INC | $352.72万 | 0.00% | 167,722 | 2,945 | 1.8% | $6.19万 | 加仓 |
| — | WEBSTER FINL CORP | $351.50万 | 0.00% | 45,993 | -6,573 | -12.5% | -$50.23万 | 减仓 |
| EWJV | ISHARES TR | $351.37万 | 0.00% | 79,926 | 1,030 | 1.3% | $4.53万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $351.30万 | 0.00% | 77,859 | -52,825 | -40.4% | -$238.34万 | 减仓 |
| FLRT | PACER FDS TR | $350.68万 | 0.00% | 75,203 | 619 | 0.8% | $2.89万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $350.67万 | 0.00% | 135,392 | 13,952 | 11.5% | $36.14万 | 加仓 |
| ENS | ENERSYS | $349.94万 | 0.00% | 14,965 | 9,092 | 154.8% | $212.61万 | 加仓 |
| CNH | CNH INDL N V | $349.56万 | 0.00% | 311,272 | 117,591 | 60.7% | $132.05万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $348.71万 | 0.00% | 62,539 | 18,454 | 41.9% | $102.90万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $348.70万 | 0.00% | 135,521 | -23,475 | -14.8% | -$60.40万 | 减仓 |
| IHAK | ISHARES TR | $348.64万 | 0.00% | 57,427 | 496 | 0.9% | $3.01万 | 加仓 |
| CC | CHEMOURS CO | $348.62万 | 0.00% | 169,892 | 13,391 | 8.6% | $27.48万 | 加仓 |
| WPC | WP CAREY INC | $346.40万 | 0.00% | 48,418 | -1,406 | -2.8% | -$10.06万 | 减仓 |
| ROKU | ROKU INC | $346.22万 | 0.00% | 25,063 | -12,966 | -34.1% | -$179.11万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $345.97万 | 0.00% | 129,769 | 371 | 0.3% | $9,891 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $344.65万 | 0.00% | 224,529 | -26,119 | -10.4% | -$40.09万 | 减仓 |
| VLUE | ISHARES TR | $344.54万 | 0.00% | 17,244 | 349 | 2.1% | $6.97万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $344.14万 | 0.00% | 35,842 | -117 | -0.3% | -$1.12万 | 减仓 |
| QDPL | PACER FDS TR | $343.87万 | 0.00% | 76,296 | 3,917 | 5.4% | $17.65万 | 加仓 |
| IBMP | ISHARES TR | $343.66万 | 0.00% | 135,194 | 2,358 | 1.8% | $5.99万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $343.44万 | 0.00% | 60,199 | 482 | 0.8% | $2.75万 | 加仓 |
| FRME | FIRST MERCHANTS CORP | $343.29万 | 0.00% | 78,574 | -5,339 | -6.4% | -$23.33万 | 减仓 |
| — | STRATEGY INC | $343.18万 | 0.00% | 58,343 | 1,514 | 2.7% | $8.91万 | 加仓 |
| EVTC | EVERTEC INC | $342.95万 | 0.00% | 123,452 | 18,456 | 17.6% | $51.27万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $342.92万 | 0.00% | 188,729 | 9,120 | 5.1% | $16.57万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $342.80万 | 0.00% | 67,601 | 7,402 | 12.3% | $37.54万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $342.76万 | 0.00% | 115,954 | -1,398 | -1.2% | -$4.13万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $342.53万 | 0.00% | 18,080 | -4,504 | -19.9% | -$85.33万 | 减仓 |
| STPZ | PIMCO ETF TR | $342.43万 | 0.00% | 64,197 | -27,272 | -29.8% | -$145.47万 | 减仓 |
| BMI | BADGER METER INC | $342.30万 | 0.00% | 23,069 | 8,083 | 53.9% | $119.94万 | 加仓 |
| MDU | MDU RES GROUP INC | $341.89万 | 0.00% | 161,190 | -19,122 | -10.6% | -$40.56万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $340.98万 | 0.00% | 211,003 | -200,220 | -48.7% | -$323.56万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $340.85万 | 0.00% | 168,405 | 91,024 | 117.6% | $184.23万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $340.76万 | 0.00% | 64,590 | 9,357 | 16.9% | $49.37万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $340.35万 | 0.00% | 36,289 | 36,289 | — | $340.35万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $339.72万 | 0.00% | 11,996 | -5,020 | -29.5% | -$142.16万 | 减仓 |
| CHWY | CHEWY INC | $338.23万 | 0.00% | 172,126 | 107,942 | 168.2% | $212.11万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $338.12万 | 0.00% | 82,731 | 38,145 | 85.6% | $155.90万 | 加仓 |
| NOVT | NOVANTA INC | $338.03万 | 0.00% | 20,835 | 64 | 0.3% | $1.04万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $337.50万 | 0.00% | 70,138 | 417 | 0.6% | $2.01万 | 加仓 |
| — | GATES INDL CORP PLC | $337.42万 | 0.00% | 120,635 | -1,028 | -0.8% | -$2.88万 | 减仓 |
| KFRC | KFORCE INC | $336.73万 | 0.00% | 71,767 | 12,308 | 20.7% | $57.75万 | 加仓 |
| MRNA | MODERNA INC | $335.88万 | 0.00% | 47,962 | -355 | -0.7% | -$2.49万 | 减仓 |
| ELCV | STRATEGY SHS | $335.43万 | 0.00% | 102,047 | 102,047 | — | $335.43万 | 新建仓 |
| CBZ | CBIZ INC | $334.14万 | 0.00% | 104,161 | -2,874 | -2.7% | -$9.22万 | 减仓 |
| BANR | BANNER CORP | $333.85万 | 0.00% | 50,248 | -1,071 | -2.1% | -$7.12万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $333.63万 | 0.00% | 27,258 | -1,088 | -3.8% | -$13.32万 | 减仓 |
| PATK | PATRICK INDS INC | $333.62万 | 0.00% | 37,159 | 2,332 | 6.7% | $20.94万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $332.95万 | 0.00% | 122,816 | 8,142 | 7.1% | $22.07万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $332.86万 | 0.00% | 134,060 | -96,341 | -41.8% | -$239.21万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $332.06万 | 0.00% | 354,382 | 31,325 | 9.7% | $29.35万 | 加仓 |
| — | DBX ETF TR | $331.94万 | 0.00% | 131,150 | 131,150 | — | $331.94万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $330.67万 | 0.00% | 23,106 | -4,920 | -17.6% | -$70.41万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $330.29万 | 0.00% | 93,329 | 3,790 | 4.2% | $13.41万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $329.75万 | 0.00% | 107,374 | -10,482 | -8.9% | -$32.19万 | 减仓 |
| — | POWERLAW CORP | $328.54万 | 0.00% | 223,804 | 223,804 | — | $328.54万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $328.15万 | 0.00% | 128,736 | 1,278 | 1.0% | $3.26万 | 加仓 |
| HWKN | HAWKINS INC | $327.19万 | 0.00% | 23,025 | -2,401 | -9.4% | -$34.12万 | 减仓 |
| ERIE | ERIE INDTY CO | $326.92万 | 0.00% | 13,635 | -200 | -1.4% | -$4.80万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $326.86万 | 0.00% | 24,717 | -484 | -1.9% | -$6.40万 | 减仓 |
| HDEF | DBX ETF TR | $326.59万 | 0.00% | 101,610 | -1,166 | -1.1% | -$3.75万 | 减仓 |