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 |
|---|---|---|---|---|---|---|---|---|
| GFI | GOLD FIELDS LTD | $149.07万 | 0.00% | 44,379 | -3,315 | -7.0% | -$11.14万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $149.04万 | 0.00% | 3,815 | -46 | -1.2% | -$1.80万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $148.60万 | 0.00% | 18,499 | -18,405 | -49.9% | -$147.85万 | 减仓 |
| AIZ | ASSURANT INC | $148.52万 | 0.00% | 5,530 | 4,227 | 324.4% | $113.53万 | 加仓 |
| VCYT | VERACYTE INC | $148.43万 | 0.00% | 25,274 | -4,763 | -15.9% | -$27.97万 | 减仓 |
| CATH | GLOBAL X FDS | $148.34万 | 0.00% | 16,762 | -652 | -3.7% | -$5.77万 | 减仓 |
| PPLI | PEOPLE INC | $148.07万 | 0.00% | 32,078 | -202 | -0.6% | -$9,324 | 减仓 |
| NVGS | NAVIGATOR HLDGS LTD | $148.00万 | 0.00% | 79,440 | -9,316 | -10.5% | -$17.36万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $147.58万 | 0.00% | 23,363 | 173 | 0.7% | $1.09万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $147.55万 | 0.00% | 18,187 | -10,211 | -36.0% | -$82.84万 | 减仓 |
| PRK | PARK NATL CORP | $147.54万 | 0.00% | 8,063 | 3,720 | 85.7% | $68.07万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $147.27万 | 0.00% | 31,103 | 2,994 | 10.7% | $14.18万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $147.16万 | 0.00% | 14,373 | -8,792 | -38.0% | -$90.02万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $147.01万 | 0.00% | 23,013 | -183 | -0.8% | -$1.17万 | 减仓 |
| AGYS | AGILYSYS INC | $146.85万 | 0.00% | 14,051 | 6,945 | 97.7% | $72.58万 | 加仓 |
| DBEU | DBX ETF TR | $146.83万 | 0.00% | 27,213 | -225 | -0.8% | -$1.21万 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $146.82万 | 0.00% | 42,826 | 4,671 | 12.2% | $16.01万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $146.60万 | 0.00% | 41,802 | 22,545 | 117.1% | $79.07万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $146.47万 | 0.00% | 10,014 | 647 | 6.9% | $9.46万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $146.00万 | 0.00% | 42,785 | -661 | -1.5% | -$2.26万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $145.33万 | 0.00% | 26,471 | -2,728 | -9.3% | -$14.98万 | 减仓 |
| IBDW | ISHARES TR | $144.78万 | 0.00% | 69,473 | 11,280 | 19.4% | $23.51万 | 加仓 |
| BIO | BIO RAD LABS INC | $144.78万 | 0.00% | 4,931 | 342 | 7.5% | $10.04万 | 加仓 |
| SUI | SUN CMNTYS INC | $144.40万 | 0.00% | 12,042 | 4,245 | 54.4% | $50.90万 | 加仓 |
| ENIC | ENEL CHILE SA | $143.70万 | 0.00% | 319,318 | 12,886 | 4.2% | $5.80万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $143.67万 | 0.00% | 95,023 | 1,909 | 2.1% | $2.89万 | 加仓 |
| — | WESTERN ASSET INFLT LNK INC | $142.97万 | 0.00% | 175,858 | 11,893 | 7.3% | $9.67万 | 加仓 |
| CPNG | COUPANG INC | $142.95万 | 0.00% | 82,299 | 14,951 | 22.2% | $25.97万 | 加仓 |
| — | SPDR SERIES TRUST | $142.94万 | 0.00% | 10,821 | -1,314 | -10.8% | -$17.36万 | 减仓 |
| OII | OCEANEERING INTL INC | $142.66万 | 0.00% | 35,208 | 35,208 | — | $142.66万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $142.13万 | 0.00% | 10,156 | -709 | -6.5% | -$9.92万 | 减仓 |
| — | VANGUARD WORLD FD | $142.13万 | 0.00% | 14,802 | 5,091 | 52.4% | $48.88万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $141.98万 | 0.00% | 83,787 | 378 | 0.5% | $6,405 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $141.77万 | 0.00% | 29,971 | 975 | 3.4% | $4.61万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $141.39万 | 0.00% | 16,467 | 108 | 0.7% | $9,273 | 加仓 |
| — | ORACLE CORP | $141.38万 | 0.00% | 31,453 | 23,122 | 277.5% | $103.93万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $141.25万 | 0.00% | 9,207 | 298 | 3.3% | $4.57万 | 加仓 |
| CVNA | CARVANA CO | $140.94万 | 0.00% | 21,413 | -3,322 | -13.4% | -$21.87万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $140.89万 | 0.00% | 12,689 | 350 | 2.8% | $3.89万 | 加仓 |
| JOBY | JOBY AVIATION INC | $140.85万 | 0.00% | 157,899 | 89,273 | 130.1% | $79.63万 | 加仓 |
| SG | SWEETGREEN INC | $140.59万 | 0.00% | 159,577 | 76,542 | 92.2% | $67.43万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $140.29万 | 0.00% | 149,400 | -6,382 | -4.1% | -$5.99万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $139.05万 | 0.00% | 68,461 | 712 | 1.1% | $1.45万 | 加仓 |
| HNGE | HINGE HEALTH INC | $138.90万 | 0.00% | 16,735 | 16,735 | — | $138.90万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $138.72万 | 0.00% | 38,470 | 2,175 | 6.0% | $7.84万 | 加仓 |
| GME | GAMESTOP CORP | $138.34万 | 0.00% | 62,653 | -4,490 | -6.7% | -$9.91万 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $138.16万 | 0.00% | 143,019 | 7,082 | 5.2% | $6.84万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $137.98万 | 0.00% | 108,389 | 2,174 | 2.0% | $2.77万 | 加仓 |
| MFA | MFA FINL INC | $137.62万 | 0.00% | 142,020 | -24,032 | -14.5% | -$23.29万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $137.43万 | 0.00% | 29,714 | 450 | 1.5% | $2.08万 | 加仓 |
| EDV | VANGUARD WORLD FD | $136.85万 | 0.00% | 21,026 | -1,077 | -4.9% | -$7.01万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $136.20万 | 0.00% | 39,445 | -12,334 | -23.8% | -$42.59万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $135.98万 | 0.00% | 51,999 | -913 | -1.7% | -$2.39万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $135.92万 | 0.00% | 69,668 | -814 | -1.2% | -$1.59万 | 减仓 |
| PRGO | PERRIGO CO PLC | $135.79万 | 0.00% | 130,688 | -30,823 | -19.1% | -$32.03万 | 减仓 |
| KIE | SPDR SERIES TRUST | $135.59万 | 0.00% | 22,232 | -100 | -0.4% | -$6,099 | 减仓 |
| BELFB | BEL FUSE INC | $135.54万 | 0.00% | 4,070 | 549 | 15.6% | $18.28万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $135.22万 | 0.00% | 35,528 | 971 | 2.8% | $3.70万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $135.14万 | 0.00% | 18,904 | 14,448 | 324.2% | $103.29万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $135.06万 | 0.00% | 219,964 | 5,298 | 2.5% | $3.25万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $134.27万 | 0.00% | 99,903 | 20,666 | 26.1% | $27.77万 | 加仓 |
| CLIP | GLOBAL X FDS | $133.94万 | 0.00% | 13,349 | -3,804 | -22.2% | -$38.17万 | 减仓 |
| HEDJ | WISDOMTREE TR | $133.83万 | 0.00% | 23,479 | -2,920 | -11.1% | -$16.64万 | 减仓 |
| CBT | CABOT CORP | $133.32万 | 0.00% | 14,679 | 9,462 | 181.4% | $85.93万 | 加仓 |
| BCPC | BALCHEM CORP | $133.31万 | 0.00% | 7,890 | 487 | 6.6% | $8.23万 | 加仓 |
| SANM | SANMINA CORP | $132.97万 | 0.00% | 5,254 | -45,220 | -89.6% | -$1,144.43万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $132.84万 | 0.00% | 30,391 | 1,822 | 6.4% | $7.96万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $132.47万 | 0.00% | 16,897 | -56,310 | -76.9% | -$441.47万 | 减仓 |
| WLFC | WILLIS LEASE FIN CORP | $132.43万 | 0.00% | 5,788 | 5,788 | — | $132.43万 | 新建仓 |
| — | ADVISORSHARES TR | $132.23万 | 0.00% | 19,391 | -73,220 | -79.1% | -$499.29万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $131.91万 | 0.00% | 47,657 | -1,143 | -2.3% | -$3.16万 | 减仓 |
| RYLD | GLOBAL X FDS | $131.89万 | 0.00% | 82,485 | -7,403 | -8.2% | -$11.84万 | 减仓 |
| KB | KB FINL GROUP INC | $131.16万 | 0.00% | 12,496 | 2,177 | 21.1% | $22.85万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $131.04万 | 0.00% | 11,464 | -2,700 | -19.1% | -$30.86万 | 减仓 |
| AXTI | AXT INC | $130.91万 | 0.00% | 18,162 | 4,162 | 29.7% | $30.00万 | 加仓 |
| — | TILRAY BRANDS INC | $130.60万 | 0.00% | 290,864 | 290,864 | — | $130.60万 | 新建仓 |
| GEM | GOLDMAN SACHS ETF TR | $130.07万 | 0.00% | 25,013 | -416 | -1.6% | -$2.16万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $130.04万 | 0.00% | 15,793 | 2,254 | 16.6% | $18.56万 | 加仓 |
| CYD | CHINA YUCHAI INTL LTD | $129.81万 | 0.00% | 27,381 | 255 | 0.9% | $1.21万 | 加仓 |
| TRMK | TRUSTMARK CORP | $129.62万 | 0.00% | 28,173 | 19,536 | 226.2% | $89.88万 | 加仓 |
| CORP | PIMCO ETF TR | $129.52万 | 0.00% | 13,366 | -565 | -4.1% | -$5.47万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $129.46万 | 0.00% | 128,947 | 6 | 0.0% | $60 | 加仓 |
| — | ARK ETF TR | $129.38万 | 0.00% | 42,592 | -481 | -1.1% | -$1.46万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $129.37万 | 0.00% | 18,094 | 5,431 | 42.9% | $38.83万 | 加仓 |
| IEV | ISHARES TR | $129.18万 | 0.00% | 17,732 | 880 | 5.2% | $6.41万 | 加仓 |
| IESC | IES HOLDINGS INC | $129.15万 | 0.00% | 1,758 | -912 | -34.2% | -$67.00万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $128.75万 | 0.00% | 37,073 | 1,161 | 3.2% | $4.03万 | 加仓 |
| OPLN | OPENLANE INC | $128.47万 | 0.00% | 31,153 | 11,489 | 58.4% | $47.38万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $128.30万 | 0.00% | 7,250 | -308 | -4.1% | -$5.45万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $128.17万 | 0.00% | 56,335 | -21,390 | -27.5% | -$48.66万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $127.95万 | 0.00% | 26,348 | 19,871 | 306.8% | $96.50万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $127.92万 | 0.00% | 28,102 | -80 | -0.3% | -$3,642 | 减仓 |
| SPYX | SPDR SERIES TRUST | $127.73万 | 0.00% | 20,906 | 456 | 2.2% | $2.79万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $127.51万 | 0.00% | 9,702 | -2,609 | -21.2% | -$34.29万 | 减仓 |
| G | GENPACT LIMITED | $127.46万 | 0.00% | 46,346 | -3,406 | -6.8% | -$9.37万 | 减仓 |
| FLNG | FLEX LNG LTD | $127.20万 | 0.00% | 45,332 | 8,632 | 23.5% | $24.22万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $127.01万 | 0.00% | 11,386 | 582 | 5.4% | $6.49万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $126.90万 | 0.00% | 16,984 | -372 | -2.1% | -$2.78万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $126.58万 | 0.00% | 48,967 | 13,602 | 38.5% | $35.16万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $126.42万 | 0.00% | 14,255 | 166 | 1.2% | $1.47万 | 加仓 |