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 |
|---|---|---|---|---|---|---|---|---|
| WTM | WHITE MTNS INS GROUP LTD | $256.19万 | 0.00% | 1,235 | -59 | -4.6% | -$12.24万 | 减仓 |
| PI | IMPINJ INC | $255.72万 | 0.00% | 17,854 | 14,339 | 407.9% | $205.38万 | 加仓 |
| WOLF | WOLFSPEED INC | $255.72万 | 0.00% | 52,998 | -63,402 | -54.5% | -$305.91万 | 减仓 |
| AOA | ISHARES TR | $255.52万 | 0.00% | 26,180 | -1,623 | -5.8% | -$15.84万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $255.48万 | 0.00% | 142,569 | 71,070 | 99.4% | $127.36万 | 加仓 |
| PJT | PJT PARTNERS INC | $255.43万 | 0.00% | 16,922 | 1,332 | 8.5% | $20.11万 | 加仓 |
| FIXT | TCW ETF TRUST | $255.37万 | 0.00% | 67,575 | 933 | 1.4% | $3.53万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $255.19万 | 0.00% | 11,797 | 7,742 | 190.9% | $167.47万 | 加仓 |
| DLTR | DOLLAR TREE INC | $254.38万 | 0.00% | 21,032 | -1,188 | -5.3% | -$14.37万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $254.36万 | 0.00% | 50,293 | 6,484 | 14.8% | $32.79万 | 加仓 |
| RS | RELIANCE INC | $254.29万 | 0.00% | 6,807 | 3,484 | 104.8% | $130.15万 | 加仓 |
| GKOS | GLAUKOS CORP | $254.07万 | 0.00% | 18,179 | 437 | 2.5% | $6.11万 | 加仓 |
| RDDT | REDDIT INC | $253.79万 | 0.00% | 14,621 | 763 | 5.5% | $13.24万 | 加仓 |
| ENVA | ENOVA INTL INC | $253.49万 | 0.00% | 10,530 | 80 | 0.8% | $1.93万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $252.92万 | 0.00% | 238,601 | 1,678 | 0.7% | $1.78万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $252.87万 | 0.00% | 11,149 | 261 | 2.4% | $5.92万 | 加仓 |
| TCBK | TRICO BANCSHARES | $252.51万 | 0.00% | 46,887 | 326 | 0.7% | $1.76万 | 加仓 |
| DGS | WISDOMTREE TR | $251.98万 | 0.00% | 38,932 | 3,004 | 8.4% | $19.44万 | 加仓 |
| — | IDEAL PWR INC | $251.33万 | 0.00% | 468,906 | 387,454 | 475.7% | $207.68万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $251.07万 | 0.00% | 13,406 | 13,406 | — | $251.07万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $251.03万 | 0.00% | 94,657 | -22,952 | -19.5% | -$60.87万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $250.83万 | 0.00% | 187,326 | 41,986 | 28.9% | $56.22万 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $250.61万 | 0.00% | 24,073 | 3,566 | 17.4% | $37.12万 | 加仓 |
| GDRX | GOODRX HLDGS INC | $250.21万 | 0.00% | 868,790 | 151,391 | 21.1% | $43.60万 | 加仓 |
| OUSA | ALPS ETF TR | $249.92万 | 0.00% | 42,846 | -34,905 | -44.9% | -$203.60万 | 减仓 |
| CCK | CROWN HLDGS INC | $249.53万 | 0.00% | 22,313 | 9,258 | 70.9% | $103.53万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $249.02万 | 0.00% | 84,299 | -1,759 | -2.0% | -$5.20万 | 减仓 |
| NOV | NOV INC | $248.85万 | 0.00% | 134,149 | 12,176 | 10.0% | $22.59万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $247.12万 | 0.00% | 147,976 | 5,083 | 3.6% | $8.49万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $246.98万 | 0.00% | 73,721 | -13,915 | -15.9% | -$46.62万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $246.98万 | 0.00% | 49,023 | -180 | -0.4% | -$9,068 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $246.84万 | 0.00% | 430,786 | -177,658 | -29.2% | -$101.80万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $245.54万 | 0.00% | 83,802 | -24,373 | -22.5% | -$71.41万 | 减仓 |
| TSEC | TOUCHSTONE ETF TRUST | $245.39万 | 0.00% | 95,058 | 19,899 | 26.5% | $51.37万 | 加仓 |
| STM | STMICROELECTRONICS N V | $245.29万 | 0.00% | 32,754 | -79,852 | -70.9% | -$598.01万 | 减仓 |
| NTST | NETSTREIT CORP | $245.22万 | 0.00% | 116,053 | 1,553 | 1.4% | $3.28万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $244.95万 | 0.00% | 47,260 | -5,563 | -10.5% | -$28.83万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $244.69万 | 0.00% | 36,089 | 3,061 | 9.3% | $20.75万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $244.50万 | 0.00% | 30,915 | -113 | -0.4% | -$8,937 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $244.43万 | 0.00% | 102,658 | 40,761 | 65.9% | $97.05万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $244.01万 | 0.00% | 20,486 | 419 | 2.1% | $4.99万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $243.71万 | 0.00% | 109,063 | 923 | 0.9% | $2.06万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $243.39万 | 0.00% | 38,859 | 2,888 | 8.0% | $18.09万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $243.18万 | 0.00% | 125,284 | 65,231 | 108.6% | $126.61万 | 加仓 |
| APC | ARKO PETE CORP | $243.11万 | 0.00% | 128,971 | -4,740 | -3.5% | -$8.93万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $242.32万 | 0.00% | 146,507 | 2,124 | 1.5% | $3.51万 | 加仓 |
| SNN | SMITH & NEPHEW PLC | $241.90万 | 0.00% | 83,964 | 33,469 | 66.3% | $96.42万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $241.70万 | 0.00% | 38,591 | 4,139 | 12.0% | $25.92万 | 加仓 |
| PLXS | PLEXUS CORP | $240.84万 | 0.00% | 8,010 | 8,010 | — | $240.84万 | 新建仓 |
| SDCI | USCF ETF TR | $240.57万 | 0.00% | 90,986 | -11,355 | -11.1% | -$30.02万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $240.35万 | 0.00% | 16,913 | -1,571 | -8.5% | -$22.33万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $240.16万 | 0.00% | 41,971 | 2,822 | 7.2% | $16.15万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $238.35万 | 0.00% | 30,452 | 1,471 | 5.1% | $11.51万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $237.94万 | 0.00% | 56,748 | 4,082 | 7.8% | $17.12万 | 加仓 |
| GTX | GARRETT MOTION INC | $237.66万 | 0.00% | 65,596 | 29,692 | 82.7% | $107.58万 | 加仓 |
| OTEX | OPEN TEXT CORP | $237.61万 | 0.00% | 107,270 | -1,466 | -1.3% | -$3.25万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $237.60万 | 0.00% | 37,127 | 424 | 1.2% | $2.71万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $237.11万 | 0.00% | 82,994 | 27,991 | 50.9% | $79.97万 | 加仓 |
| ICL | ICL GROUP LTD | $237.00万 | 0.00% | 475,905 | 10,575 | 2.3% | $5.27万 | 加仓 |
| CNS | COHEN & STEERS INC | $236.99万 | 0.00% | 31,125 | -206 | -0.7% | -$1.57万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $236.84万 | 0.00% | 110,881 | 4,603 | 4.3% | $9.83万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $236.83万 | 0.00% | 51,866 | 1,570 | 3.1% | $7.17万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $236.81万 | 0.00% | 37,146 | 1,729 | 4.9% | $11.02万 | 加仓 |
| EXEL | EXELIXIS INC | $236.66万 | 0.00% | 43,495 | 7,951 | 22.4% | $43.26万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $236.61万 | 0.00% | 60,855 | -35,922 | -37.1% | -$139.67万 | 减仓 |
| RMBS | RAMBUS INC DEL | $236.09万 | 0.00% | 17,786 | -8,157 | -31.4% | -$108.28万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $235.86万 | 0.00% | 16,541 | 5,334 | 47.6% | $76.06万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $235.60万 | 0.00% | 45,509 | -141,325 | -75.6% | -$731.64万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $234.25万 | 0.00% | 36,688 | 1,433 | 4.1% | $9.15万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $233.43万 | 0.00% | 79,671 | 6,379 | 8.7% | $18.69万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $233.43万 | 0.00% | 79,128 | 6,466 | 8.9% | $19.07万 | 加仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $232.43万 | 0.00% | 125,772 | 1,603 | 1.3% | $2.96万 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $232.40万 | 0.00% | 82,791 | 3,645 | 4.6% | $10.23万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $231.44万 | 0.00% | 88,371 | -24,746 | -21.9% | -$64.81万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $230.63万 | 0.00% | 34,300 | 589 | 1.7% | $3.96万 | 加仓 |
| FXI | ISHARES TR | $229.77万 | 0.00% | 72,733 | -33,667 | -31.6% | -$106.36万 | 减仓 |
| IYE | ISHARES TR | $228.71万 | 0.00% | 40,417 | -2,360 | -5.5% | -$13.35万 | 减仓 |
| NE | NOBLE CORP PLC | $228.45万 | 0.00% | 61,245 | -11,926 | -16.3% | -$44.48万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $228.00万 | 0.00% | 235,778 | -156,315 | -39.9% | -$151.16万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $227.89万 | 0.00% | 137,201 | -1,355 | -1.0% | -$2.25万 | 减仓 |
| FRDM | EA SERIES TRUST | $227.81万 | 0.00% | 31,250 | 19,771 | 172.2% | $144.13万 | 加仓 |
| PSN | PARSONS CORP DEL | $226.86万 | 0.00% | 43,302 | 16,700 | 62.8% | $87.49万 | 加仓 |
| XP | XP INC | $226.74万 | 0.00% | 139,449 | -16,886 | -10.8% | -$27.46万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $226.66万 | 0.00% | 101,780 | 10,241 | 11.2% | $22.81万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $225.58万 | 0.00% | 85,480 | -855 | -1.0% | -$2.26万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $225.46万 | 0.00% | 52,715 | 4,222 | 8.7% | $18.06万 | 加仓 |
| ALG | ALAMO GROUP INC | $225.20万 | 0.00% | 13,691 | 1,897 | 16.1% | $31.20万 | 加仓 |
| — | QORVO INC | $225.11万 | 0.00% | 24,135 | 4,043 | 20.1% | $37.71万 | 加仓 |
| EPR | EPR PPTYS | $225.11万 | 0.00% | 38,804 | 1,258 | 3.4% | $7.30万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $224.44万 | 0.00% | 103,215 | 2,501 | 2.5% | $5.44万 | 加仓 |
| TPB | TURNING PT BRANDS INC | $223.91万 | 0.00% | 26,401 | 9,213 | 53.6% | $78.14万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $223.68万 | 0.00% | 83,056 | 1,118 | 1.4% | $3.01万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $223.52万 | 0.00% | 49,705 | 1,252 | 2.6% | $5.63万 | 加仓 |
| IREN | IREN LIMITED | $223.08万 | 0.00% | 48,781 | -3,878 | -7.4% | -$17.73万 | 减仓 |
| VALE | VALE S A | $222.97万 | 0.00% | 148,250 | -20,344 | -12.1% | -$30.60万 | 减仓 |
| LIVN | LIVANOVA PLC | $222.52万 | 0.00% | 27,061 | 1,774 | 7.0% | $14.59万 | 加仓 |
| ABCB | AMERIS BANCORP | $222.51万 | 0.00% | 24,652 | -850 | -3.3% | -$7.67万 | 减仓 |
| — | NEOS ETF TRUST | $221.96万 | 0.00% | 40,342 | 32,702 | 428.0% | $179.93万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $221.58万 | 0.00% | 281,194 | 5,274 | 1.9% | $4.16万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $221.03万 | 0.00% | 86,206 | -2,054 | -2.3% | -$5.27万 | 减仓 |