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 |
|---|---|---|---|---|---|---|---|---|
| FLO | FLOWERS FOODS INC | $126.36万 | 0.00% | 159,945 | -31,747 | -16.6% | -$25.08万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $126.00万 | 0.00% | 137,400 | -21,862 | -13.7% | -$20.05万 | 减仓 |
| — | WISDOMTREE TR | $125.47万 | 0.00% | 55,495 | -1,712 | -3.0% | -$3.87万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $125.44万 | 0.00% | 50,886 | -11,660 | -18.6% | -$28.74万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $125.43万 | 0.00% | 2,336 | -5 | -0.2% | -$2,685 | 减仓 |
| IEO | ISHARES TR | $125.36万 | 0.00% | 11,414 | -7,584 | -39.9% | -$83.30万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $125.24万 | 0.00% | 87,886 | 4,310 | 5.2% | $6.14万 | 加仓 |
| HYDB | ISHARES TR | $125.18万 | 0.00% | 26,764 | 8,777 | 48.8% | $41.05万 | 加仓 |
| QLTA | ISHARES TR | $124.73万 | 0.00% | 26,248 | -6,984 | -21.0% | -$33.19万 | 减仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $124.71万 | 0.00% | 139,965 | 9,441 | 7.2% | $8.41万 | 加仓 |
| YETI | YETI HLDGS INC | $124.09万 | 0.00% | 25,038 | -23,452 | -48.4% | -$116.23万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $124.00万 | 0.00% | 15,840 | 383 | 2.5% | $3.00万 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $123.95万 | 0.00% | 55,284 | 1,000 | 1.8% | $2.24万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $123.68万 | 0.00% | 57,822 | 2,168 | 3.9% | $4.64万 | 加仓 |
| L | LOEWS CORP | $123.09万 | 0.00% | 10,873 | 1,284 | 13.4% | $14.54万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $122.90万 | 0.00% | 99,835 | 12,954 | 14.9% | $15.95万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $122.84万 | 0.00% | 48,863 | -9,188 | -15.8% | -$23.10万 | 减仓 |
| — | VANECK ETF TRUST | $122.74万 | 0.00% | 118,473 | 47,496 | 66.9% | $49.21万 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $122.65万 | 0.00% | 26,326 | -6,400 | -19.6% | -$29.82万 | 减仓 |
| UEC | URANIUM ENERGY CORP | $122.37万 | 0.00% | 114,797 | -27,184 | -19.1% | -$28.98万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $122.27万 | 0.00% | 4,691 | 1,412 | 43.1% | $36.80万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $122.04万 | 0.00% | 24,413 | 3,895 | 19.0% | $19.47万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP | $122.03万 | 0.00% | 11,861 | 4,302 | 56.9% | $44.26万 | 加仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $122.02万 | 0.00% | 277,328 | 127,553 | 85.2% | $56.12万 | 加仓 |
| FLR | FLUOR CORP | $121.94万 | 0.00% | 23,275 | -9,411 | -28.8% | -$49.30万 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $121.77万 | 0.00% | 60,855 | 20,549 | 51.0% | $41.12万 | 加仓 |
| PL | PLANET LABS PBC | $121.50万 | 0.00% | 36,675 | 20,360 | 124.8% | $67.45万 | 加仓 |
| LIT | GLOBAL X FDS | $121.48万 | 0.00% | 15,518 | -748 | -4.6% | -$5.86万 | 减仓 |
| FOXA | FOX CORP | $121.38万 | 0.00% | 23,270 | 2,871 | 14.1% | $14.98万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $121.34万 | 0.00% | 43,414 | 4,600 | 11.9% | $12.86万 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $121.11万 | 0.00% | 26,574 | 1,663 | 6.7% | $7.58万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $121.09万 | 0.00% | 12,855 | 12,855 | — | $121.09万 | 新建仓 |
| BALL | BALL CORP | $120.98万 | 0.00% | 19,386 | -336 | -1.7% | -$2.10万 | 减仓 |
| ABM | ABM INDS INC | $120.82万 | 0.00% | 27,309 | 27,309 | — | $120.82万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $120.81万 | 0.00% | 331,906 | 2,712 | 0.8% | $9,872 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $120.54万 | 0.00% | 62,393 | 5,178 | 9.1% | $10.00万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $120.21万 | 0.00% | 23,076 | -514 | -2.2% | -$2.68万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $119.97万 | 0.00% | 124,449 | -14,408 | -10.4% | -$13.89万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $119.56万 | 0.00% | 12,248 | -341 | -2.7% | -$3.33万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $119.50万 | 0.00% | 14,251 | 10,737 | 305.5% | $90.03万 | 加仓 |
| LGN | LEGENCE CORP | $119.45万 | 0.00% | 14,015 | -4,342 | -23.7% | -$37.01万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $119.20万 | 0.00% | 21,259 | -2,139 | -9.1% | -$11.99万 | 减仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $118.82万 | 0.00% | 49,297 | 23,370 | 90.1% | $56.33万 | 加仓 |
| NASA | TEMA ETF TRUST | $118.66万 | 0.00% | 39,060 | 39,060 | — | $118.66万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $118.65万 | 0.00% | 110,684 | -1,624 | -1.4% | -$1.74万 | 减仓 |
| DHS | WISDOMTREE TR | $118.33万 | 0.00% | 10,409 | -541 | -4.9% | -$6.15万 | 减仓 |
| — | WISDOMTREE TR | $118.30万 | 0.00% | 30,624 | -778 | -2.5% | -$3.01万 | 减仓 |
| IMCG | ISHARES TR | $118.00万 | 0.00% | 12,003 | -425 | -3.4% | -$4.18万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $117.85万 | 0.00% | 11,163 | -21,679 | -66.0% | -$228.87万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $117.60万 | 0.00% | 40,150 | 4,923 | 14.0% | $14.42万 | 加仓 |
| INTA | INTAPP INC | $116.82万 | 0.00% | 46,337 | -24,774 | -34.8% | -$62.46万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $116.81万 | 0.00% | 31,769 | 7,851 | 32.8% | $28.87万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $116.48万 | 0.00% | 78,280 | -361 | -0.5% | -$5,372 | 减仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $116.47万 | 0.00% | 37,327 | 129 | 0.3% | $4,025 | 加仓 |
| PTC | PTC INC | $116.35万 | 0.00% | 10,241 | -2,972 | -22.5% | -$33.76万 | 减仓 |
| BYD | BOYD GAMING CORP | $115.94万 | 0.00% | 13,126 | 1,299 | 11.0% | $11.47万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $115.77万 | 0.00% | 43,116 | -86,549 | -66.7% | -$232.40万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $115.76万 | 0.00% | 99,798 | 14,560 | 17.1% | $16.89万 | 加仓 |
| DORM | DORMAN PRODS INC | $115.60万 | 0.00% | 8,472 | -2,071 | -19.6% | -$28.26万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $115.40万 | 0.00% | 44,721 | -9,326 | -17.3% | -$24.07万 | 减仓 |
| CVSA | COVISTA INC | $115.16万 | 0.00% | 9,238 | -274 | -2.9% | -$3.42万 | 减仓 |
| POWL | POWELL INDS INC | $115.13万 | 0.00% | 4,020 | -966 | -19.4% | -$27.66万 | 减仓 |
| — | MICROBOT MED INC | $115.04万 | 0.00% | 589,924 | 16,849 | 2.9% | $3.29万 | 加仓 |
| QGRW | WISDOMTREE TR | $114.92万 | 0.00% | 17,404 | 3,533 | 25.5% | $23.33万 | 加仓 |
| QURE | UNIQURE NV | $114.88万 | 0.00% | 24,942 | -22,142 | -47.0% | -$101.99万 | 减仓 |
| CET | CENTRAL SECS CORP | $114.87万 | 0.00% | 21,900 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $114.81万 | 0.00% | 8,073 | 2,348 | 41.0% | $33.39万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $114.45万 | 0.00% | 235,498 | 1,660 | 0.7% | $8,068 | 加仓 |
| — | REPOSITRAK INC | $113.85万 | 0.00% | 126,503 | -29,772 | -19.1% | -$26.79万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $113.68万 | 0.00% | 100,602 | 3,851 | 4.0% | $4.35万 | 加仓 |
| DVA | DAVITA INC | $113.42万 | 0.00% | 5,098 | -50 | -1.0% | -$1.11万 | 减仓 |
| PHR | PHREESIA INC | $113.38万 | 0.00% | 110,188 | 3,826 | 3.6% | $3.94万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $113.27万 | 0.00% | 7,618 | 713 | 10.3% | $10.60万 | 加仓 |
| — | ETF SER SOLUTIONS | $113.05万 | 0.00% | 29,335 | -497 | -1.7% | -$1.92万 | 减仓 |
| ORI | OLD REP INTL CORP | $112.92万 | 0.00% | 27,596 | -6,111 | -18.1% | -$25.01万 | 减仓 |
| SBR | SABINE RTY TR | $112.89万 | 0.00% | 15,423 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $112.85万 | 0.00% | 10,312 | 10,312 | — | $112.85万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $112.84万 | 0.00% | 21,638 | 9,538 | 78.8% | $49.74万 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $112.55万 | 0.00% | 83,186 | 36,290 | 77.4% | $49.10万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $112.53万 | 0.00% | 20,145 | 20,145 | — | $112.53万 | 新建仓 |
| SUSL | ISHARES TR | $112.41万 | 0.00% | 8,467 | 541 | 6.8% | $7.18万 | 加仓 |
| BDC | BELDEN INC | $112.31万 | 0.00% | 9,366 | -210 | -2.2% | -$2.52万 | 减仓 |
| MZTI | MARZETTI COMPANY | $112.11万 | 0.00% | 9,820 | -245 | -2.4% | -$2.80万 | 减仓 |
| MLRG | ISHARES TR | $112.01万 | 0.00% | 10,806 | 1,299 | 13.7% | $13.46万 | 加仓 |
| DTH | WISDOMTREE TR | $112.00万 | 0.00% | 20,700 | 14,802 | 251.0% | $80.09万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $111.56万 | 0.00% | 44,252 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INC | $111.52万 | 0.00% | 11,202 | -161 | -1.4% | -$1.60万 | 减仓 |
| — | GLOBAL X FDS | $111.34万 | 0.00% | 50,288 | 27,498 | 120.7% | $60.88万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $111.26万 | 0.00% | 38,406 | -179 | -0.5% | -$5,186 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $110.77万 | 0.00% | 63,845 | 2,914 | 4.8% | $5.06万 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD | $110.63万 | 0.00% | 68,377 | 1,145 | 1.7% | $1.85万 | 加仓 |
| — | ISHARES TR | $110.34万 | 0.00% | 39,182 | -3,034 | -7.2% | -$8.54万 | 减仓 |
| REG | REGENCY CTRS CORP | $109.81万 | 0.00% | 13,772 | 2,165 | 18.7% | $17.26万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $109.51万 | 0.00% | 14,121 | 63 | 0.4% | $4,886 | 加仓 |
| XES | SPDR SERIES TRUST | $109.07万 | 0.00% | 9,731 | -1,331 | -12.0% | -$14.92万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $108.77万 | 0.00% | 11,762 | 931 | 8.6% | $8.61万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $108.76万 | 0.00% | 43,997 | 1,095 | 2.6% | $2.71万 | 加仓 |
| AEHR | AEHR TEST SYS | $108.59万 | 0.00% | 11,304 | -4,326 | -27.7% | -$41.56万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $108.58万 | 0.00% | 33,165 | 14,405 | 76.8% | $47.16万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $108.49万 | 0.00% | 74,055 | -11,018 | -13.0% | -$16.14万 | 减仓 |