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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCH TRADED FD TR II | $247.70万 | 0.00% | 138,148 | -31,680 | -18.7% | -$56.80万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $247.69万 | 0.00% | 49,203 | -664 | -1.3% | -$3.34万 | 减仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $247.59万 | 0.00% | 82,999 | 82,999 | — | $247.59万 | 新建仓 |
| TRFK | PACER FDS TR | $247.34万 | 0.00% | 39,740 | 2,528 | 6.8% | $15.73万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $247.04万 | 0.00% | 124,017 | 9,758 | 8.5% | $19.44万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $246.87万 | 0.00% | 477,499 | 2,716 | 0.6% | $1.40万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $246.36万 | 0.00% | 310,280 | -447 | -0.1% | -$3,549 | 减仓 |
| AOA | ISHARES TR | $246.03万 | 0.00% | 27,803 | -120,792 | -81.3% | -$1,068.89万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $245.73万 | 0.00% | 82,514 | 82,514 | — | $245.73万 | 新建仓 |
| MRNA | MODERNA INC | $245.45万 | 0.00% | 48,317 | -8,936 | -15.6% | -$45.39万 | 减仓 |
| NOVT | NOVANTA INC | $245.32万 | 0.00% | 20,771 | 5,706 | 37.9% | $67.39万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $245.12万 | 0.00% | 165,401 | 165,401 | — | $245.12万 | 新建仓 |
| JXN | JACKSON FINANCIAL INC | $244.89万 | 0.00% | 23,165 | -1,574 | -6.4% | -$16.64万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $244.77万 | 0.00% | 161,887 | 300 | 0.2% | $4,536 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $244.49万 | 0.00% | 142,893 | -5,580 | -3.8% | -$9.55万 | 减仓 |
| VSEC | VSE CORP | $244.48万 | 0.00% | 13,258 | 6,567 | 98.1% | $121.10万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $243.92万 | 0.00% | 117,609 | 31,349 | 36.3% | $65.02万 | 加仓 |
| NULV | NUSHARES ETF TR | $243.67万 | 0.00% | 53,553 | -880 | -1.6% | -$4.00万 | 减仓 |
| DLTR | DOLLAR TREE INC | $243.33万 | 0.00% | 22,220 | 4,086 | 22.5% | $44.75万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $243.30万 | 0.00% | 195,737 | 7,405 | 3.9% | $9.20万 | 加仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $241.98万 | 0.00% | 47,676 | 1,111 | 2.4% | $5.64万 | 加仓 |
| ARW | ARROW ELECTRS INC | $241.96万 | 0.00% | 16,872 | 1,530 | 10.0% | $21.94万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $241.85万 | 0.00% | 108,140 | -2,395 | -2.2% | -$5.36万 | 减仓 |
| OTEX | OPEN TEXT CORP | $241.83万 | 0.00% | 108,736 | 5,492 | 5.3% | $12.21万 | 加仓 |
| SUSB | ISHARES TR | $241.42万 | 0.00% | 96,317 | 404 | 0.4% | $1.01万 | 加仓 |
| ICL | ICL GROUP LTD | $241.04万 | 0.00% | 465,330 | 65,249 | 16.3% | $33.80万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $240.94万 | 0.00% | 41,989 | -844 | -2.0% | -$4.84万 | 减仓 |
| VLUE | ISHARES TR | $240.22万 | 0.00% | 16,895 | 6,288 | 59.3% | $89.40万 | 加仓 |
| BANF | BANCFIRST CORP | $239.92万 | 0.00% | 22,112 | -762 | -3.3% | -$8.27万 | 减仓 |
| KEN | KENON HLDGS LTD | $239.82万 | 0.00% | 29,118 | 604 | 2.1% | $4.97万 | 加仓 |
| BPOP | POPULAR INC | $239.67万 | 0.00% | 17,863 | -2,837 | -13.7% | -$38.06万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $239.62万 | 0.00% | 208,911 | -580 | -0.3% | -$6,653 | 减仓 |
| APC | ARKO PETE CORP | $239.21万 | 0.00% | 133,711 | 133,711 | — | $239.21万 | 新建仓 |
| ICLR | ICON PLC | $239.02万 | 0.00% | 21,599 | -6,061 | -21.9% | -$67.07万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $238.99万 | 0.00% | 1,895 | -1 | -0.1% | -$1,261 | 减仓 |
| WINN | HARBOR ETF TRUST | $238.85万 | 0.00% | 86,142 | -8,619 | -9.1% | -$23.90万 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $238.52万 | 0.00% | 776,928 | 186,780 | 31.6% | $57.34万 | 加仓 |
| GNTX | GENTEX CORP | $238.28万 | 0.00% | 109,050 | -110,066 | -50.2% | -$240.50万 | 减仓 |
| INGR | INGREDION INC | $237.80万 | 0.00% | 21,108 | 4,127 | 24.3% | $46.49万 | 加仓 |
| CR | CRANE COMPANY | $237.61万 | 0.00% | 13,895 | -185 | -1.3% | -$3.16万 | 减仓 |
| IEO | ISHARES TR | $237.29万 | 0.00% | 18,998 | 1,430 | 8.1% | $17.86万 | 加仓 |
| UMBF | UMB FINL CORP | $237.20万 | 0.00% | 21,026 | 1,420 | 7.2% | $16.02万 | 加仓 |
| TIMB | TIM S A | $236.60万 | 0.00% | 89,317 | 2,599 | 3.0% | $6.88万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $236.43万 | 0.00% | 50,897 | 12,162 | 31.4% | $56.50万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $235.85万 | 0.00% | 93,796 | 8,748 | 10.3% | $22.00万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $235.65万 | 0.00% | 52,309 | -6,019 | -10.3% | -$27.12万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $235.61万 | 0.00% | 31,441 | -11,890 | -27.4% | -$89.10万 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $235.58万 | 0.00% | 148,071 | 16,513 | 12.6% | $26.27万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $234.89万 | 0.00% | 20,066 | 1,955 | 10.8% | $22.89万 | 加仓 |
| KXI | ISHARES TR | $234.01万 | 0.00% | 34,921 | 23,185 | 197.6% | $155.37万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $234.01万 | 0.00% | 31,028 | -8,525 | -21.6% | -$64.29万 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS | $233.84万 | 0.00% | 236,923 | -8,284 | -3.4% | -$8.18万 | 减仓 |
| MTN | VAIL RESORTS INC | $233.68万 | 0.00% | 18,212 | -1,611 | -8.1% | -$20.67万 | 减仓 |
| CCNE | CNB FINL CORP PA | $233.37万 | 0.00% | 80,583 | -25,362 | -23.9% | -$73.45万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $232.63万 | 0.00% | 32,509 | 16,618 | 104.6% | $118.92万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $232.50万 | 0.00% | 44,085 | 6,852 | 18.4% | $36.14万 | 加仓 |
| AUR | AURORA INNOVATION INC | $231.81万 | 0.00% | 562,639 | 190,586 | 51.2% | $78.52万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $231.24万 | 0.00% | 68,883 | 3,424 | 5.2% | $11.49万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $230.67万 | 0.00% | 68,370 | -2,406 | -3.4% | -$8.12万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $230.36万 | 0.00% | 198,587 | 155,008 | 355.7% | $179.81万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $230.34万 | 0.00% | 28,398 | 2,504 | 9.7% | $20.31万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $230.28万 | 0.00% | 32,236 | -46 | -0.1% | -$3,286 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $229.91万 | 0.00% | 27,180 | 6,913 | 34.1% | $58.48万 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $229.56万 | 0.00% | 53,811 | 15,624 | 40.9% | $66.65万 | 加仓 |
| NOV | NOV INC | $229.43万 | 0.00% | 121,973 | 37,879 | 45.0% | $71.25万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $229.11万 | 0.00% | 50,296 | -705 | -1.4% | -$3.21万 | 减仓 |
| BMI | BADGER METER INC | $228.32万 | 0.00% | 14,986 | 1,520 | 11.3% | $23.16万 | 加仓 |
| MGC | VANGUARD WORLD FD | $228.23万 | 0.00% | 9,657 | -6,787 | -41.3% | -$160.40万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $226.30万 | 0.00% | 97,968 | 18,195 | 22.8% | $42.03万 | 加仓 |
| CRVL | CORVEL CORP | $225.64万 | 0.00% | 41,289 | 8,854 | 27.3% | $48.39万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $225.28万 | 0.00% | 57,091 | -6,074 | -9.6% | -$23.97万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $224.62万 | 0.00% | 265,508 | -2,128 | -0.8% | -$1.80万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $223.80万 | 0.00% | 22,973 | 409 | 1.8% | $3.98万 | 加仓 |
| VOLT | TEMA ETF TRUST | $223.78万 | 0.00% | 65,355 | -390 | -0.6% | -$1.34万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $223.27万 | 0.00% | 18,683 | 4,547 | 32.2% | $54.34万 | 加仓 |
| RMBS | RAMBUS INC DEL | $223.18万 | 0.00% | 25,943 | -3,530 | -12.0% | -$30.37万 | 减仓 |
| EE | EXCELERATE ENERGY INC | $223.12万 | 0.00% | 66,762 | -1,897 | -2.8% | -$6.34万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $223.09万 | 0.00% | 52,666 | -11,063 | -17.4% | -$46.86万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $222.48万 | 0.00% | 23,477 | -13,854 | -37.1% | -$131.29万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $221.73万 | 0.00% | 334,428 | 167,942 | 100.9% | $111.35万 | 加仓 |
| — | BRT APARTMENTS CORP | $221.70万 | 0.00% | 166,190 | -3,200 | -1.9% | -$4.27万 | 减仓 |
| APPF | APPFOLIO INC | $221.53万 | 0.00% | 14,037 | 5,623 | 66.8% | $88.74万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $221.45万 | 0.00% | 43,809 | -3,212 | -6.8% | -$16.24万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $221.45万 | 0.00% | 33,711 | 1,281 | 4.0% | $8.42万 | 加仓 |
| TCBK | TRICO BANCSHARES | $221.35万 | 0.00% | 46,561 | 1,402 | 3.1% | $6.67万 | 加仓 |
| PGNY | PROGYNY INC | $221.33万 | 0.00% | 130,348 | 59,790 | 84.7% | $101.52万 | 加仓 |
| MATX | MATSON INC | $221.25万 | 0.00% | 13,496 | 6,383 | 89.7% | $104.64万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $221.19万 | 0.00% | 40,399 | -9,334 | -18.8% | -$51.10万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $221.15万 | 0.00% | 39,149 | -780 | -2.0% | -$4.41万 | 减仓 |
| POST | POST HLDGS INC | $221.11万 | 0.00% | 22,366 | -17,442 | -43.8% | -$172.43万 | 减仓 |
| TTEQ | T ROWE PRICE ETF INC | $220.93万 | 0.00% | 73,019 | -24,595 | -25.2% | -$74.42万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $220.80万 | 0.00% | 51,194 | 16,056 | 45.7% | $69.25万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $220.74万 | 0.00% | 275,920 | 20,195 | 7.9% | $16.16万 | 加仓 |
| UTEN | RBB FD INC | $219.93万 | 0.00% | 50,443 | -7,953 | -13.6% | -$34.68万 | 减仓 |
| SSUS | STRATEGY SHS | $219.73万 | 0.00% | 47,065 | 3,403 | 7.8% | $15.89万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $218.82万 | 0.00% | 60,199 | -629 | -1.0% | -$2.29万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $218.74万 | 0.00% | 82,541 | -43,172 | -34.3% | -$114.41万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $218.40万 | 0.00% | 100,714 | 729 | 0.7% | $1.58万 | 加仓 |
| KNF | KNIFE RIVER CORP | $218.32万 | 0.00% | 26,738 | -12,249 | -31.4% | -$100.01万 | 减仓 |
| EQL | ALPS ETF TR | $218.13万 | 0.00% | 45,867 | -90 | -0.2% | -$4,280 | 减仓 |