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 |
|---|---|---|---|---|---|---|---|---|
| CVSA | COVISTA INC | $109.63万 | 0.00% | 9,512 | 424 | 4.7% | $4.89万 | 加仓 |
| — | NEOS ETF TRUST | $109.44万 | 0.00% | 19,239 | 13,802 | 253.9% | $78.51万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $109.14万 | 0.00% | 67,498 | -515,153 | -88.4% | -$832.99万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $109.06万 | 0.00% | 61,897 | 61,897 | — | $109.06万 | 新建仓 |
| FLNG | FLEX LNG LTD | $109.04万 | 0.00% | 36,700 | -2,294 | -5.9% | -$6.82万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $108.99万 | 0.00% | 44,252 | 44,252 | — | $108.99万 | 新建仓 |
| CET | CENTRAL SECS CORP | $108.76万 | 0.00% | 21,900 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $108.74万 | 0.00% | 20,004 | 20,004 | — | $108.74万 | 新建仓 |
| SPYX | SPDR SERIES TRUST | $108.45万 | 0.00% | 20,450 | 7,505 | 58.0% | $39.80万 | 加仓 |
| KEP | KOREA ELEC PWR CORP | $108.38万 | 0.00% | 76,053 | 4,635 | 6.5% | $6.61万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $108.26万 | 0.00% | 23,590 | 1,003 | 4.4% | $4.60万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $108.06万 | 0.00% | 38,814 | 1,167 | 3.1% | $3.25万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $107.88万 | 0.00% | 96,751 | -6,130 | -6.0% | -$6.83万 | 减仓 |
| ISTB | ISHARES TR | $107.81万 | 0.00% | 22,246 | 718 | 3.3% | $3.48万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $107.50万 | 0.00% | 78,641 | 2,190 | 2.9% | $2.99万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $107.49万 | 0.00% | 8,844 | -21,237 | -70.6% | -$258.12万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $107.31万 | 0.00% | 12,339 | -908 | -6.9% | -$7.90万 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $107.26万 | 0.00% | 79,045 | 465 | 0.6% | $6,310 | 加仓 |
| OIS | OIL STS INTL INC | $105.90万 | 0.00% | 90,982 | -14,495 | -13.7% | -$16.87万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $105.80万 | 0.00% | 13,588 | 324 | 2.4% | $2.52万 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $105.30万 | 0.00% | 25,632 | -2,715 | -9.6% | -$11.15万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $104.69万 | 0.00% | 86,881 | 13,940 | 19.1% | $16.80万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $104.68万 | 0.00% | 12,126 | -1 | -0.0% | -$86 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $104.55万 | 0.00% | 15,457 | 977 | 6.7% | $6.61万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $104.47万 | 0.00% | 85,073 | -5,574 | -6.1% | -$6.84万 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $104.44万 | 0.00% | 27,126 | 1,031 | 4.0% | $3.97万 | 加仓 |
| DNN | DENISON MINES CORP | $104.43万 | 0.00% | 295,839 | 4,608 | 1.6% | $1.63万 | 加仓 |
| PEN | PENUMBRA INC | $104.36万 | 0.00% | 3,178 | -153 | -4.6% | -$5.02万 | 减仓 |
| — | WISDOMTREE TR | $103.97万 | 0.00% | 31,402 | 184 | 0.6% | $6,092 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $103.94万 | 0.00% | 17,306 | -999 | -5.5% | -$6.00万 | 减仓 |
| REM | ISHARES TR | $103.88万 | 0.00% | 48,384 | 508 | 1.1% | $1.09万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $103.69万 | 0.00% | 15,835 | -1,835 | -10.4% | -$12.02万 | 减仓 |
| LGN | LEGENCE CORP | $103.64万 | 0.00% | 18,357 | 7,014 | 61.8% | $39.60万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $103.63万 | 0.00% | 39,433 | 24,196 | 158.8% | $63.59万 | 加仓 |
| RWT | REDWOOD TRUST INC | $103.61万 | 0.00% | 184,689 | -12,949 | -6.6% | -$7.26万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $103.36万 | 0.00% | 18,372 | 2,937 | 19.0% | $16.52万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $103.29万 | 0.00% | 55,654 | 12,431 | 28.8% | $23.07万 | 加仓 |
| HLIT | HARMONIC INC | $103.27万 | 0.00% | 115,003 | -5,755 | -4.8% | -$5.17万 | 减仓 |
| — | FIDELITY D & D BANCORP INC | $103.19万 | 0.00% | 23,842 | 1,000 | 4.4% | $4.33万 | 加仓 |
| KB | KB FINL GROUP INC | $102.92万 | 0.00% | 10,319 | -16,670 | -61.8% | -$166.26万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $102.56万 | 0.00% | 38,585 | -2,811 | -6.8% | -$7.47万 | 减仓 |
| L | LOEWS CORP | $102.35万 | 0.00% | 9,589 | -4,312 | -31.0% | -$46.03万 | 减仓 |
| ENS | ENERSYS | $102.05万 | 0.00% | 5,873 | 1,621 | 38.1% | $28.17万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $102.04万 | 0.00% | 44,232 | 11,364 | 34.6% | $26.22万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $101.89万 | 0.00% | 20,518 | 1,554 | 8.2% | $7.72万 | 加仓 |
| BKU | BANKUNITED INC | $101.79万 | 0.00% | 22,540 | -25,298 | -52.9% | -$114.25万 | 减仓 |
| FALN | ISHARES TR | $101.76万 | 0.00% | 38,086 | 5,591 | 17.2% | $14.94万 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $101.62万 | 0.00% | 32,066 | -4,590 | -12.5% | -$14.55万 | 减仓 |
| — | SUPERCOM LTD NEW | $101.59万 | 0.00% | 129,750 | 12,750 | 10.9% | $9.98万 | 加仓 |
| KLAR | KLARNA GROUP PLC | $101.29万 | 0.00% | 77,381 | 48,259 | 165.7% | $63.17万 | 加仓 |
| RS | RELIANCE INC | $100.98万 | 0.00% | 3,323 | 605 | 22.3% | $18.38万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $100.94万 | 0.00% | 20,017 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $100.55万 | 0.00% | 10,205 | 7,340 | 256.2% | $72.32万 | 加仓 |
| MLAB | MESA LABS INC | $100.47万 | 0.00% | 11,363 | 88 | 0.8% | $7,781 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $100.44万 | 0.00% | 74,238 | 215 | 0.3% | $2,909 | 加仓 |
| — | GAMCO NAT RES GOLD & INCOME | $100.41万 | 0.00% | 120,247 | -5,076 | -4.1% | -$4.24万 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $100.36万 | 0.00% | 14,058 | -1,615 | -10.3% | -$11.53万 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $100.33万 | 0.00% | 38,155 | 4,726 | 14.1% | $12.43万 | 加仓 |
| SDGR | SCHRODINGER INC | $100.17万 | 0.00% | 88,179 | 47,768 | 118.2% | $54.26万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $100.06万 | 0.00% | 5,920 | 52 | 0.9% | $8,789 | 加仓 |
| BGS | B & G FOODS INC | $99.43万 | 0.00% | 206,701 | -5,087 | -2.4% | -$2.45万 | 减仓 |
| — | GLOBAL X FDS | $99.18万 | 0.00% | 22,905 | -6,657 | -22.5% | -$28.83万 | 减仓 |
| CHYM | CHIME FINL INC | $99.08万 | 0.00% | 52,900 | -2,562 | -4.6% | -$4.80万 | 减仓 |
| SLVP | ISHARES INC | $98.89万 | 0.00% | 27,887 | 14,915 | 115.0% | $52.89万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $98.65万 | 0.00% | 18,903 | 1,549 | 8.9% | $8.08万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $98.58万 | 0.00% | 3,861 | 473 | 14.0% | $12.08万 | 加仓 |
| SUI | SUN CMNTYS INC | $98.22万 | 0.00% | 7,797 | 1,947 | 33.3% | $24.53万 | 加仓 |
| IMCG | ISHARES TR | $97.91万 | 0.00% | 12,428 | 184 | 1.5% | $1.45万 | 加仓 |
| GATX | GATX CORP | $97.84万 | 0.00% | 5,730 | 1,149 | 25.1% | $19.62万 | 加仓 |
| ECHO | ECHOSTAR CORP | $97.72万 | 0.00% | 8,347 | 5,908 | 242.2% | $69.17万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $97.44万 | 0.00% | 41,714 | -34,200 | -45.1% | -$79.89万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $97.22万 | 0.00% | 16,718 | -830 | -4.7% | -$4.83万 | 减仓 |
| BYD | BOYD GAMING CORP | $97.20万 | 0.00% | 11,827 | 117 | 1.0% | $9,615 | 加仓 |
| VSGX | VANGUARD WORLD FD | $97.12万 | 0.00% | 13,539 | 899 | 7.1% | $6.45万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $96.90万 | 0.00% | 11,573 | 1,031 | 9.8% | $8.63万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $96.83万 | 0.00% | 96,635 | 7,612 | 8.6% | $7.63万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $96.76万 | 0.00% | 42,071 | -9,694 | -18.7% | -$22.30万 | 减仓 |
| VCYT | VERACYTE INC | $96.75万 | 0.00% | 30,037 | -18,289 | -37.8% | -$58.91万 | 减仓 |
| BUG | GLOBAL X FDS | $96.38万 | 0.00% | 38,377 | 1,537 | 4.2% | $3.86万 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $95.77万 | 0.00% | 70,734 | 15,000 | 26.9% | $20.31万 | 加仓 |
| WPP | WPP PLC NEW | $95.04万 | 0.00% | 61,118 | 6,525 | 12.0% | $10.15万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $94.52万 | 0.00% | 25,777 | -7,313 | -22.1% | -$26.82万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $94.09万 | 0.00% | 16,098 | 955 | 6.3% | $5.58万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $94.08万 | 0.00% | 37,283 | 37,283 | — | $94.08万 | 新建仓 |
| XRT | SPDR SERIES TRUST | $94.08万 | 0.00% | 11,691 | 6,258 | 115.2% | $50.36万 | 加仓 |
| — | GRANITESHARES PLATINUM TR | $93.83万 | 0.00% | 49,617 | 10,491 | 26.8% | $19.84万 | 重新持有 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $93.59万 | 0.00% | 85,238 | 49,004 | 135.2% | $53.81万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $93.52万 | 0.00% | 29,221 | 29,221 | — | $93.52万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $93.46万 | 0.00% | 60,809 | 3,843 | 6.7% | $5.91万 | 加仓 |
| KGC | KINROSS GOLD CORP | $93.25万 | 0.00% | 30,555 | -12,719 | -29.4% | -$38.82万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $93.25万 | 0.00% | 36,004 | -909 | -2.5% | -$2.35万 | 减仓 |
| TXG | 10X GENOMICS INC | $92.96万 | 0.00% | 43,786 | -138,838 | -76.0% | -$294.75万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $92.96万 | 0.00% | 25,693 | 3,053 | 13.5% | $11.05万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $92.84万 | 0.00% | 15,541 | -769 | -4.7% | -$4.59万 | 减仓 |
| ARCO | ARCOS DORADOS HLDGS INC | $92.67万 | 0.00% | 112,328 | 49,406 | 78.5% | $40.76万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $92.10万 | 0.00% | 33,309 | 4,500 | 15.6% | $12.44万 | 加仓 |
| FFIV | F5 INC | $91.80万 | 0.00% | 3,173 | 2,007 | 172.1% | $58.06万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $91.79万 | 0.00% | 13,463 | 1 | 0.0% | $68 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $91.70万 | 0.00% | 60,931 | -1,942 | -3.1% | -$2.92万 | 减仓 |
| IAT | ISHARES TR | $91.65万 | 0.00% | 17,024 | 1,269 | 8.1% | $6.83万 | 加仓 |