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 |
|---|---|---|---|---|---|---|---|---|
| EQAL | INVESCO EXCH TRADED FD TR II | $2.56亿 | 0.24% | 4,641,592 | -13,719 | -0.3% | -$75.59万 | 减仓 |
| HSY | HERSHEY CO | $2.54亿 | 0.23% | 1,219,598 | -7,632 | -0.6% | -$158.66万 | 减仓 |
| BAC | BANK AMERICA CORP | $2.51亿 | 0.23% | 5,143,451 | -10,285 | -0.2% | -$50.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2.44亿 | 0.22% | 714,857 | -71,453 | -9.1% | -$2,442.46万 | 减仓 |
| TGT | TARGET CORP | $2.42亿 | 0.22% | 1,994,233 | 231,636 | 13.1% | $2,807.47万 | 加仓 |
| ITOT | ISHARES TR | $2.40亿 | 0.22% | 1,683,425 | 186,844 | 12.5% | $2,661.22万 | 加仓 |
| DE | DEERE & CO | $2.39亿 | 0.22% | 423,985 | -2,210 | -0.5% | -$124.51万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.37亿 | 0.22% | 738,795 | 4,236 | 0.6% | $135.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2.35亿 | 0.22% | 5,153,537 | -141,004 | -2.7% | -$643.68万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2.32亿 | 0.21% | 1,427,892 | -18,211 | -1.3% | -$295.90万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2.30亿 | 0.21% | 1,726,887 | -10,134 | -0.6% | -$134.69万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2.28亿 | 0.21% | 254,630 | -10,198 | -3.9% | -$913.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2.27亿 | 0.21% | 1,373,401 | 15,320 | 1.1% | $253.30万 | 加仓 |
| BX | BLACKSTONE INC | $2.24亿 | 0.21% | 1,948,494 | 575,394 | 41.9% | $6,616.76万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2.23亿 | 0.21% | 2,267,579 | 200,716 | 9.7% | $1,974.67万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.23亿 | 0.20% | 1,035,284 | -23,297 | -2.2% | -$501.03万 | 减仓 |
| ADBE | ADOBE INC | $2.17亿 | 0.20% | 894,420 | 162,182 | 22.1% | $3,942.31万 | 加仓 |
| IGSB | ISHARES TR | $2.17亿 | 0.20% | 4,135,787 | 648,875 | 18.6% | $3,410.49万 | 加仓 |
| HYG | ISHARES TR | $2.17亿 | 0.20% | 2,727,066 | 7,186 | 0.3% | $57.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2.17亿 | 0.20% | 715,950 | 6,604 | 0.9% | $199.78万 | 加仓 |
| IJR | ISHARES TR | $2.14亿 | 0.20% | 1,720,938 | 20,242 | 1.2% | $251.63万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.12亿 | 0.20% | 498,981 | -9,761 | -1.9% | -$415.20万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2.12亿 | 0.20% | 2,299,145 | 7,837 | 0.3% | $72.34万 | 加仓 |
| EUSA | ISHARES INC | $2.11亿 | 0.19% | 2,072,745 | 281,084 | 15.7% | $2,860.59万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2.08亿 | 0.19% | 725,600 | 14,097 | 2.0% | $404.86万 | 加仓 |
| SYK | STRYKER CORPORATION | $2.07亿 | 0.19% | 630,431 | -2,966 | -0.5% | -$97.46万 | 减仓 |
| WFC | WELLS FARGO & CO | $2.07亿 | 0.19% | 2,594,764 | -52,564 | -2.0% | -$418.47万 | 减仓 |
| CTAS | CINTAS CORP | $2.05亿 | 0.19% | 1,212,775 | -13,671 | -1.1% | -$231.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $2.04亿 | 0.19% | 1,375,466 | -91,202 | -6.2% | -$1,350.71万 | 减仓 |
| BA | BOEING CO | $2.04亿 | 0.19% | 1,022,849 | 35,084 | 3.6% | $698.27万 | 加仓 |
| MET | METLIFE INC | $2.01亿 | 0.18% | 2,836,461 | 175,734 | 6.6% | $1,242.80万 | 加仓 |
| C | CITIGROUP INC | $2.00亿 | 0.18% | 1,766,264 | 36,420 | 2.1% | $413.05万 | 加仓 |
| TLT | ISHARES TR | $2.00亿 | 0.18% | 2,301,407 | 884,808 | 62.5% | $7,670.39万 | 加仓 |
| GE | GE AEROSPACE | $1.99亿 | 0.18% | 702,987 | -49,955 | -6.6% | -$1,417.60万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.99亿 | 0.18% | 431,688 | -80,598 | -15.7% | -$3,715.52万 | 减仓 |
| NOW | SERVICENOW INC | $1.99亿 | 0.18% | 1,899,225 | -13,182 | -0.7% | -$137.82万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.96亿 | 0.18% | 2,225,073 | -207,215 | -8.5% | -$1,826.81万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.95亿 | 0.18% | 1,017,191 | -76,861 | -7.0% | -$1,475.11万 | 减仓 |
| DGRO | ISHARES TR | $1.94亿 | 0.18% | 2,770,076 | 91,853 | 3.4% | $644.63万 | 加仓 |
| PWR | QUANTA SVCS INC | $1.92亿 | 0.18% | 350,167 | -8,467 | -2.4% | -$464.90万 | 减仓 |
| GVI | ISHARES TR | $1.90亿 | 0.18% | 1,785,629 | -423,877 | -19.2% | -$4,521.92万 | 减仓 |
| CRM | SALESFORCE INC | $1.90亿 | 0.17% | 1,019,541 | -88,397 | -8.0% | -$1,650.25万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1.90亿 | 0.17% | 7,622,548 | 371,982 | 5.1% | $926.61万 | 加仓 |
| SLB | SLB LIMITED | $1.87亿 | 0.17% | 3,638,243 | 107,325 | 3.0% | $551.54万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.86亿 | 0.17% | 2,583,133 | -158,966 | -5.8% | -$1,143.44万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.78亿 | 0.16% | 1,792,681 | -298,304 | -14.3% | -$2,954.83万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.76亿 | 0.16% | 650,763 | -2,041 | -0.3% | -$55.23万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $1.76亿 | 0.16% | 7,861,710 | 258,778 | 3.4% | $579.40万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.75亿 | 0.16% | 1,786,967 | 57,698 | 3.3% | $564.92万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1.74亿 | 0.16% | 2,553,066 | 76,533 | 3.1% | $522.57万 | 加仓 |
| SHEL | SHELL PLC | $1.74亿 | 0.16% | 1,870,650 | 9,619 | 0.5% | $89.46万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $1.74亿 | 0.16% | 238,810 | -4,527 | -1.9% | -$329.56万 | 减仓 |
| IJH | ISHARES TR | $1.70亿 | 0.16% | 2,520,964 | 41,882 | 1.7% | $282.83万 | 加仓 |
| PAYX | PAYCHEX INC | $1.70亿 | 0.16% | 1,845,758 | 878,618 | 90.8% | $8,093.93万 | 加仓 |
| FAST | FASTENAL CO | $1.68亿 | 0.15% | 3,620,341 | -112,065 | -3.0% | -$519.98万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.68亿 | 0.15% | 1,202,321 | -184,349 | -13.3% | -$2,569.26万 | 减仓 |
| USB | US BANCORP | $1.67亿 | 0.15% | 3,206,020 | -162,540 | -4.8% | -$845.37万 | 减仓 |
| ORCL | ORACLE CORP | $1.66亿 | 0.15% | 1,130,075 | 45,318 | 4.2% | $666.69万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.65亿 | 0.15% | 779,596 | -26,903 | -3.3% | -$570.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.60亿 | 0.15% | 1,095,926 | 260,175 | 31.1% | $3,805.84万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1.60亿 | 0.15% | 2,821,484 | -7,644 | -0.3% | -$43.33万 | 减仓 |
| IWM | ISHARES TR | $1.58亿 | 0.15% | 638,686 | -24,747 | -3.7% | -$613.74万 | 减仓 |
| QCOM | QUALCOMM INC | $1.57亿 | 0.14% | 1,222,743 | -69,775 | -5.4% | -$898.59万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.56亿 | 0.14% | 622,262 | -23,855 | -3.7% | -$597.77万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1.56亿 | 0.14% | 3,945,429 | -222,431 | -5.3% | -$877.05万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1.54亿 | 0.14% | 6,358,904 | 331,139 | 5.5% | $803.68万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1.54亿 | 0.14% | 4,067,750 | 89,019 | 2.2% | $336.85万 | 加仓 |
| DOW | DOW HLDGS INC | $1.51亿 | 0.14% | 3,630,786 | -76,121 | -2.1% | -$317.04万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1.51亿 | 0.14% | 2,662,837 | 616,193 | 30.1% | $3,486.42万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.49亿 | 0.14% | 697,140 | -39,299 | -5.3% | -$839.69万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.48亿 | 0.14% | 1,479,492 | 30,692 | 2.1% | $307.45万 | 加仓 |
| TLH | ISHARES TR | $1.48亿 | 0.14% | 1,467,293 | -124,130 | -7.8% | -$1,250.24万 | 减仓 |
| EFA | ISHARES TR | $1.47亿 | 0.14% | 1,513,803 | -19,720 | -1.3% | -$191.54万 | 减仓 |
| IEF | ISHARES TR | $1.47亿 | 0.13% | 1,538,763 | 116,614 | 8.2% | $1,112.97万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1.47亿 | 0.13% | 593,748 | -1,558 | -0.3% | -$38.50万 | 减仓 |
| EQIX | EQUINIX INC | $1.45亿 | 0.13% | 147,916 | -24,532 | -14.2% | -$2,405.80万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $1.44亿 | 0.13% | 488,395 | 26,254 | 5.7% | $774.82万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.43亿 | 0.13% | 2,461,951 | -77,435 | -3.0% | -$450.52万 | 减仓 |
| ENB | ENBRIDGE INC | $1.43亿 | 0.13% | 2,645,390 | -211,324 | -7.4% | -$1,144.11万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $1.43亿 | 0.13% | 1,390,935 | 32,483 | 2.4% | $333.83万 | 加仓 |
| INTU | INTUIT | $1.43亿 | 0.13% | 330,494 | -63,793 | -16.2% | -$2,758.42万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1.43亿 | 0.13% | 1,234,259 | 54,529 | 4.6% | $631.29万 | 加仓 |
| LOW | LOWES COS INC | $1.42亿 | 0.13% | 600,895 | -13,991 | -2.3% | -$330.60万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.40亿 | 0.13% | 358,894 | -14,338 | -3.8% | -$559.77万 | 减仓 |
| DHR | DANAHER CORP DEL | $1.38亿 | 0.13% | 725,614 | -35,562 | -4.7% | -$674.27万 | 减仓 |
| IUSB | ISHARES TR | $1.35亿 | 0.12% | 2,926,345 | 200,483 | 7.4% | $926.03万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.35亿 | 0.12% | 684,404 | 684,404 | — | $1.35亿 | 新建仓 |
| SNA | SNAP ON INC | $1.34亿 | 0.12% | 369,639 | -3,224 | -0.9% | -$117.11万 | 减仓 |
| GLDM | WORLD GOLD TR | $1.32亿 | 0.12% | 1,427,080 | -177,763 | -11.1% | -$1,647.69万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1.32亿 | 0.12% | 513,751 | 9,610 | 1.9% | $247.32万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.32亿 | 0.12% | 2,157,385 | -118,572 | -5.2% | -$726.38万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.32亿 | 0.12% | 1,004,345 | -4,043 | -0.4% | -$53.00万 | 减仓 |
| TFC | TRUIST FINL CORP | $1.30亿 | 0.12% | 2,826,310 | 36,397 | 1.3% | $167.32万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1.30亿 | 0.12% | 703,111 | -4,935 | -0.7% | -$90.94万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.29亿 | 0.12% | 6,691,054 | 253,409 | 3.9% | $489.08万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.25亿 | 0.11% | 2,523,428 | -201,744 | -7.4% | -$996.01万 | 减仓 |
| SHY | ISHARES TR | $1.24亿 | 0.11% | 1,505,922 | 124,501 | 9.0% | $1,028.00万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.24亿 | 0.11% | 1,978,011 | -136,486 | -6.5% | -$856.46万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1.23亿 | 0.11% | 749,515 | -66,854 | -8.2% | -$1,097.28万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.23亿 | 0.11% | 1,999,853 | 198,938 | 11.0% | $1,220.49万 | 加仓 |