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 |
|---|---|---|---|---|---|---|---|---|
| SLGN | SILGAN HLDGS INC | $165.69万 | 0.00% | 42,702 | 3,987 | 10.3% | $15.47万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $165.66万 | 0.00% | 28,741 | -393 | -1.3% | -$2.27万 | 减仓 |
| BURL | BURLINGTON STORES INC | $165.64万 | 0.00% | 5,091 | 215 | 4.4% | $7.00万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $165.12万 | 0.00% | 60,437 | 24,119 | 66.4% | $65.89万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $164.78万 | 0.00% | 35,255 | 4,909 | 16.2% | $22.94万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $164.41万 | 0.00% | 44,737 | -10,396 | -18.9% | -$38.21万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $164.29万 | 0.00% | 38,603 | -1,757 | -4.4% | -$7.48万 | 减仓 |
| XTN | SPDR SERIES TRUST | $164.21万 | 0.00% | 17,656 | 360 | 2.1% | $3.35万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $164.18万 | 0.00% | 69,495 | -4,592 | -6.2% | -$10.85万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $163.82万 | 0.00% | 36,260 | -135,925 | -78.9% | -$614.11万 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $163.06万 | 0.00% | 43,205 | 324 | 0.8% | $1.22万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $162.78万 | 0.00% | 69,580 | 4,180 | 6.4% | $9.78万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $162.68万 | 0.00% | 68,776 | -7,829 | -10.2% | -$18.52万 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $162.26万 | 0.00% | 62,332 | -1,906 | -3.0% | -$4.96万 | 减仓 |
| SMR | NUSCALE PWR CORP | $161.92万 | 0.00% | 149,371 | -47,173 | -24.0% | -$51.14万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $161.15万 | 0.00% | 150,043 | 50,850 | 51.3% | $54.61万 | 加仓 |
| HBNC | HORIZON BANCORP IND | $160.74万 | 0.00% | 97,004 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $160.72万 | 0.00% | 25,287 | 25,287 | — | $160.72万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $160.67万 | 0.00% | 16,273 | -72,020 | -81.6% | -$711.06万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $160.47万 | 0.00% | 50,495 | 6,893 | 15.8% | $21.91万 | 加仓 |
| RMR | RMR GROUP INC | $160.01万 | 0.00% | 103,431 | 10,449 | 11.2% | $16.16万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $159.74万 | 0.00% | 106,278 | 36,665 | 52.7% | $55.11万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $159.71万 | 0.00% | 65,400 | 16,910 | 34.9% | $41.29万 | 加仓 |
| MFA | MFA FINL INC | $159.08万 | 0.00% | 166,052 | 7,032 | 4.4% | $6.74万 | 加仓 |
| — | TOPBUILD COR | $158.93万 | 0.00% | 4,524 | 751 | 19.9% | $26.38万 | 加仓 |
| QLTA | ISHARES TR | $158.16万 | 0.00% | 33,232 | -2,429 | -6.8% | -$11.56万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $157.82万 | 0.00% | 449,639 | 119,824 | 36.3% | $42.06万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $157.67万 | 0.00% | 21,393 | 21,393 | — | $157.67万 | 新建仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $157.63万 | 0.00% | 165,754 | 7,637 | 4.8% | $7.26万 | 加仓 |
| APG | API GROUP CORP | $156.80万 | 0.00% | 38,696 | 20,646 | 114.4% | $83.66万 | 加仓 |
| FLO | FLOWERS FOODS INC | $156.23万 | 0.00% | 191,692 | 162,381 | 554.0% | $132.34万 | 加仓 |
| — | QORVO INC | $155.51万 | 0.00% | 20,092 | 5,037 | 33.5% | $38.99万 | 加仓 |
| CVNA | CARVANA CO | $155.51万 | 0.00% | 4,947 | -10,221 | -67.4% | -$321.30万 | 减仓 |
| PFXF | VANECK ETF TRUST | $155.32万 | 0.00% | 88,552 | 4,859 | 5.8% | $8.52万 | 加仓 |
| GME | GAMESTOP CORP | $154.70万 | 0.00% | 67,143 | 53,458 | 390.6% | $123.17万 | 重新持有 |
| CZR | CAESARS ENTERTAINMENT INC NE | $154.44万 | 0.00% | 58,433 | 14,329 | 32.5% | $37.87万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $154.31万 | 0.00% | 65,000 | -259,474 | -80.0% | -$615.99万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $154.22万 | 0.00% | 75,377 | 25,109 | 50.0% | $51.37万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $154.06万 | 0.00% | 25,823 | 1,535 | 6.3% | $9.16万 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $153.86万 | 0.00% | 164,207 | -200 | -0.1% | -$1,874 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $153.84万 | 0.00% | 31,951 | 31,951 | — | $153.84万 | 新建仓 |
| MNSO | MINISO GROUP HLDG LTD | $153.63万 | 0.00% | 94,835 | 2,659 | 2.9% | $4.31万 | 加仓 |
| — | MORGAN STANLEY INDIA INVT FD | $153.59万 | 0.00% | 74,631 | -19,999 | -21.1% | -$41.16万 | 减仓 |
| BILZ | PIMCO ETF TR | $153.03万 | 0.00% | 15,156 | 4,595 | 43.5% | $46.40万 | 加仓 |
| — | VANECK ETF TRUST | $152.83万 | 0.00% | 111,071 | 5,385 | 5.1% | $7.41万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $152.62万 | 0.00% | 5,015 | 550 | 12.3% | $16.74万 | 加仓 |
| FLR | FLUOR CORP | $152.48万 | 0.00% | 32,686 | 3,444 | 11.8% | $16.07万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $152.47万 | 0.00% | 50,904 | 7,046 | 16.1% | $21.11万 | 加仓 |
| EXEL | EXELIXIS INC | $152.45万 | 0.00% | 35,544 | -5,348 | -13.1% | -$22.94万 | 减仓 |
| — | FLAGSTAR BANK NATIONAL ASSOC | $152.00万 | 0.00% | 39,225 | 605 | 1.6% | $2.34万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $151.86万 | 0.00% | 12,455 | -815 | -6.1% | -$9.94万 | 减仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $151.79万 | 0.00% | 31,375 | 9,091 | 40.8% | $43.98万 | 加仓 |
| CYRX | CRYOPORT INC | $151.76万 | 0.00% | 183,280 | 10,840 | 6.3% | $8.98万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $151.72万 | 0.00% | 62,546 | 9,293 | 17.5% | $22.54万 | 加仓 |
| — | ISHARES TR | $151.53万 | 0.00% | 102,314 | 2,626 | 2.6% | $3.89万 | 加仓 |
| WSBC | WESBANCO INC | $151.29万 | 0.00% | 43,865 | -6,610 | -13.1% | -$22.80万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $149.96万 | 0.00% | 45,142 | 7,673 | 20.5% | $25.49万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $149.96万 | 0.00% | 25,713 | 5,914 | 29.9% | $34.49万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $149.94万 | 0.00% | 53,285 | 53,285 | — | $149.94万 | 新建仓 |
| TRN | TRINITY INDS INC | $149.93万 | 0.00% | 46,591 | 501 | 1.1% | $1.61万 | 加仓 |
| — | INVESCO ADVANTAGE MUN INCOME | $149.62万 | 0.00% | 172,766 | 8,952 | 5.5% | $7.75万 | 加仓 |
| LRGF | ISHARES TR | $149.53万 | 0.00% | 22,657 | -1,859 | -7.6% | -$12.27万 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $149.36万 | 0.00% | 359,903 | -9,825 | -2.7% | -$4.08万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $149.17万 | 0.00% | 17,188 | -21,066 | -55.1% | -$182.83万 | 减仓 |
| SHOE | SHOE CARNIVAL INC | $149.15万 | 0.00% | 95,669 | 1,082 | 1.1% | $1.69万 | 加仓 |
| NVMI | NOVA LTD | $149.13万 | 0.00% | 3,434 | -1,352 | -28.2% | -$58.72万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $149.09万 | 0.00% | 25,772 | 843 | 3.4% | $4.88万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $148.99万 | 0.00% | 8,910 | 800 | 9.9% | $13.38万 | 加仓 |
| GUNR | FLEXSHARES TR | $148.95万 | 0.00% | 27,003 | -1,562 | -5.5% | -$8.62万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $148.69万 | 0.00% | 28,182 | -610 | -2.1% | -$3.22万 | 减仓 |
| IYC | ISHARES TR | $148.59万 | 0.00% | 15,329 | -149,573 | -90.7% | -$1,449.91万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $147.63万 | 0.00% | 35,928 | -749 | -2.0% | -$3.08万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $147.45万 | 0.00% | 48,953 | -52,774 | -51.9% | -$158.95万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $147.35万 | 0.00% | 91,131 | 3,216 | 3.7% | $5.20万 | 加仓 |
| TEQI | T ROWE PRICE ETF INC | $147.30万 | 0.00% | 32,722 | 1,288 | 4.1% | $5.80万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $147.11万 | 0.00% | 163,818 | 163,818 | — | $147.11万 | 新建仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $147.02万 | 0.00% | 55,003 | -21,415 | -28.0% | -$57.24万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $146.68万 | 0.00% | 57,500 | 57,500 | — | $146.68万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $146.61万 | 0.00% | 19,714 | 1,384 | 7.6% | $10.29万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $146.39万 | 0.00% | 29,282 | 14,964 | 104.5% | $74.81万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $146.20万 | 0.00% | 31,462 | -4,257 | -11.9% | -$19.78万 | 减仓 |
| GVA | GRANITE CONSTR INC | $146.16万 | 0.00% | 12,191 | -1,759 | -12.6% | -$21.09万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $145.88万 | 0.00% | 159,262 | -891 | -0.6% | -$8,162 | 减仓 |
| EUFN | ISHARES TR | $145.29万 | 0.00% | 41,688 | -2,766 | -6.2% | -$9.64万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $145.16万 | 0.00% | 18,133 | -7,204 | -28.4% | -$57.67万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $144.70万 | 0.00% | 278,800 | -28,679 | -9.3% | -$14.88万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $144.68万 | 0.00% | 9,109 | -46 | -0.5% | -$7,306 | 减仓 |
| — | ARCOSA INC | $144.39万 | 0.00% | 13,569 | 1,089 | 8.7% | $11.59万 | 加仓 |
| RDW | REDWIRE CORPORATION | $144.31万 | 0.00% | 169,759 | 42,603 | 33.5% | $36.22万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $144.28万 | 0.00% | 58,051 | 15,381 | 36.0% | $38.23万 | 加仓 |
| PSN | PARSONS CORP DEL | $144.10万 | 0.00% | 26,602 | 1,351 | 5.4% | $7.32万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $143.97万 | 0.00% | 15,603 | 336 | 2.2% | $3.10万 | 加仓 |
| IXJ | ISHARES TR | $143.69万 | 0.00% | 15,361 | -3,593 | -19.0% | -$33.61万 | 减仓 |
| EDV | VANGUARD WORLD FD | $143.59万 | 0.00% | 22,103 | 399 | 1.8% | $2.59万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $143.06万 | 0.00% | 15,226 | -12,102 | -44.3% | -$113.71万 | 减仓 |
| APTV | APTIV PLC | $142.51万 | 0.00% | 20,523 | -6,644 | -24.5% | -$46.14万 | 减仓 |
| — | PLDT INC | $141.96万 | 0.00% | 67,473 | 2,138 | 3.3% | $4.50万 | 加仓 |
| ENVA | ENOVA INTL INC | $141.94万 | 0.00% | 10,450 | -1,386 | -11.7% | -$18.83万 | 减仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $141.65万 | 0.00% | 22,025 | -1,393 | -5.9% | -$8.96万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $141.60万 | 0.00% | 83,409 | 83,409 | — | $141.60万 | 新建仓 |