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 |
|---|---|---|---|---|---|---|---|---|
| FALN | ISHARES TR | $108.23万 | 0.00% | 39,732 | 1,646 | 4.3% | $4.48万 | 加仓 |
| ELMT | ELMET GROUP CO (THE) | $107.98万 | 0.00% | 54,700 | 54,700 | — | $107.98万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $107.94万 | 0.00% | 31,851 | 2,630 | 9.0% | $8.91万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $107.92万 | 0.00% | 13,978 | -1,248 | -8.2% | -$9.64万 | 减仓 |
| IWX | ISHARES TR | $107.85万 | 0.00% | 10,256 | -3,505 | -25.5% | -$36.86万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $107.32万 | 0.00% | 101,147 | -97,440 | -49.1% | -$103.38万 | 减仓 |
| CHYM | CHIME FINL INC | $107.32万 | 0.00% | 52,400 | -500 | -0.9% | -$1.02万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $107.18万 | 0.00% | 16,674 | 576 | 3.6% | $3.70万 | 加仓 |
| CART | MAPLEBEAR INC | $107.16万 | 0.00% | 22,631 | -11,629 | -33.9% | -$55.06万 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $106.95万 | 0.00% | 12,112 | -15,583 | -56.3% | -$137.60万 | 减仓 |
| — | ISHARES INC | $106.86万 | 0.00% | 24,225 | -930 | -3.7% | -$4.10万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $106.60万 | 0.00% | 79,553 | 8,568 | 12.1% | $11.48万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $106.58万 | 0.00% | 99,237 | 18,047 | 22.2% | $19.38万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $106.57万 | 0.00% | 10,195 | -5,484 | -35.0% | -$57.33万 | 减仓 |
| AUR | AURORA INNOVATION INC | $106.55万 | 0.00% | 156,231 | -406,408 | -72.2% | -$277.17万 | 减仓 |
| ISCG | ISHARES TR | $106.07万 | 0.00% | 16,184 | 720 | 4.7% | $4.72万 | 加仓 |
| CPA | COPA HOLDINGS SA | $105.62万 | 0.00% | 6,787 | -959 | -12.4% | -$14.92万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $105.28万 | 0.00% | 33,215 | 21,137 | 175.0% | $67.00万 | 加仓 |
| DMC | DEL MONTE CORP | $105.21万 | 0.00% | 37,696 | 3,519 | 10.3% | $9.82万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $105.12万 | 0.00% | 14,760 | 14,760 | — | $105.12万 | 新建仓 |
| W | WAYFAIR INC | $104.62万 | 0.00% | 11,320 | 164 | 1.5% | $1.52万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $104.43万 | 0.00% | 15,723 | 8,157 | 107.8% | $54.18万 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $104.36万 | 0.00% | 20,256 | -5,376 | -21.0% | -$27.70万 | 减仓 |
| WTMF | WISDOMTREE TR | $104.33万 | 0.00% | 25,539 | 9,005 | 54.5% | $36.79万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $104.07万 | 0.00% | 2,800 | 2,800 | — | $104.07万 | 新建仓 |
| IAT | ISHARES TR | $103.89万 | 0.00% | 16,700 | -324 | -1.9% | -$2.02万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $103.72万 | 0.00% | 64,464 | 1,220 | 1.9% | $1.96万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $103.27万 | 0.00% | 166,034 | 45,509 | 37.8% | $28.31万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $103.06万 | 0.00% | 19,953 | 9,861 | 97.7% | $50.93万 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $102.98万 | 0.00% | 16,880 | -242 | -1.4% | -$1.48万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $102.89万 | 0.00% | 68,185 | 41,241 | 153.1% | $62.23万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $102.86万 | 0.00% | 8,635 | -386 | -4.3% | -$4.60万 | 减仓 |
| ABVX | ABIVAX SA | $102.65万 | 0.00% | 7,703 | -3,074 | -28.5% | -$40.96万 | 减仓 |
| MGNI | MAGNITE INC | $102.28万 | 0.00% | 53,887 | 7,286 | 15.6% | $13.83万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.13万 | 0.00% | 30,678 | 15,293 | 99.4% | $50.91万 | 加仓 |
| GLOB | GLOBANT S A | $102.09万 | 0.00% | 35,275 | -42,524 | -54.7% | -$123.07万 | 减仓 |
| WRBY | WARBY PARKER INC | $101.91万 | 0.00% | 33,588 | 4,118 | 14.0% | $12.49万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $101.89万 | 0.00% | 61,655 | -5,843 | -8.7% | -$9.66万 | 减仓 |
| — | VANECK ETF TRUST | $101.88万 | 0.00% | 102,910 | -8,161 | -7.3% | -$8.08万 | 减仓 |
| — | GAMCO NAT RES GOLD & INCOME | $101.84万 | 0.00% | 124,954 | 4,707 | 3.9% | $3.84万 | 加仓 |
| FER | FERROVIAL NV | $101.82万 | 0.00% | 14,841 | 14,841 | — | $101.82万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $101.82万 | 0.00% | 48,166 | 14,599 | 43.5% | $30.86万 | 加仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $101.80万 | 0.00% | 17,342 | 26 | 0.2% | $1,526 | 加仓 |
| IOT | SAMSARA INC | $101.75万 | 0.00% | 31,377 | 8,229 | 35.5% | $26.69万 | 加仓 |
| DDD | 3D SYS CORP DEL | $101.69万 | 0.00% | 336,733 | 336,733 | — | $101.69万 | 新建仓 |
| TTAM | TITAN AMER SA | $101.69万 | 0.00% | 54,497 | 9,788 | 21.9% | $18.26万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $101.61万 | 0.00% | 42,983 | -54,375 | -55.9% | -$128.54万 | 减仓 |
| HOFT | HOOKER FURNISHINGS CORPORATI | $101.45万 | 0.00% | 56,897 | -7,566 | -11.7% | -$13.49万 | 减仓 |
| ESAB | ESAB CORPORATION | $101.39万 | 0.00% | 10,280 | 3,849 | 59.9% | $37.96万 | 加仓 |
| BKU | BANKUNITED INC | $101.36万 | 0.00% | 20,920 | -1,620 | -7.2% | -$7.85万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $101.34万 | 0.00% | 15,847 | -16,104 | -50.4% | -$102.99万 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $101.29万 | 0.00% | 77,441 | -1,604 | -2.0% | -$2.10万 | 减仓 |
| ARKX | ARK ETF TR | $100.95万 | 0.00% | 29,588 | 20,758 | 235.1% | $70.83万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $100.92万 | 0.00% | 20,017 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $100.71万 | 0.00% | 10,236 | -5,125 | -33.4% | -$50.42万 | 减仓 |
| — | GRANITESHARES ETF TR | $100.65万 | 0.00% | 41,800 | 8,812 | 26.7% | $21.22万 | 加仓 |
| VVV | VALVOLINE INC | $100.59万 | 0.00% | 25,439 | 1,627 | 6.8% | $6.43万 | 加仓 |
| XRT | SPDR SERIES TRUST | $100.51万 | 0.00% | 11,456 | -235 | -2.0% | -$2.06万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $100.33万 | 0.00% | 21,016 | 1,149 | 5.8% | $5.49万 | 加仓 |
| BSMC | 2023 ETF SERIES TRUST | $100.12万 | 0.00% | 25,700 | 9,995 | 63.6% | $38.94万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $100.00万 | 0.00% | 65,314 | -8,416 | -11.4% | -$12.88万 | 减仓 |
| WPP | WPP PLC NEW | $99.98万 | 0.00% | 64,543 | 3,425 | 5.6% | $5.31万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $99.71万 | 0.00% | 38,897 | -6,482 | -14.3% | -$16.62万 | 减仓 |
| NVMI | NOVA LTD | $99.47万 | 0.00% | 1,832 | -1,602 | -46.7% | -$86.98万 | 减仓 |
| RING | ISHARES INC | $99.43万 | 0.00% | 15,391 | -161 | -1.0% | -$1.04万 | 减仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $99.33万 | 0.00% | 19,830 | 460 | 2.4% | $2.30万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $99.24万 | 0.00% | 16,442 | -276 | -1.7% | -$1.67万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $99.16万 | 0.00% | 28,258 | 28,258 | — | $99.16万 | 新建仓 |
| — | TEMA ETF TRUST | $98.92万 | 0.00% | 27,269 | -5,455 | -16.7% | -$19.79万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $98.80万 | 0.00% | 2,920 | -216 | -6.9% | -$7.31万 | 减仓 |
| ZAP | GLOBAL X FDS | $98.65万 | 0.00% | 28,504 | 5,382 | 23.3% | $18.63万 | 加仓 |
| OVV | OVINTIV INC | $98.37万 | 0.00% | 18,684 | -744 | -3.8% | -$3.92万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $98.27万 | 0.00% | 42,873 | 802 | 1.9% | $1.84万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $97.98万 | 0.00% | 28,392 | 3,167 | 12.6% | $10.93万 | 加仓 |
| — | NEOS ETF TRUST | $97.47万 | 0.00% | 20,114 | 875 | 4.5% | $4.24万 | 加仓 |
| TDW | TIDEWATER INC NEW | $97.41万 | 0.00% | 14,620 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $97.00万 | 0.00% | 39,686 | 16,888 | 74.1% | $41.28万 | 加仓 |
| COHU | COHU INC | $96.93万 | 0.00% | 13,115 | 603 | 4.8% | $4.46万 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $96.86万 | 0.00% | 70,698 | -3,540 | -4.8% | -$4.85万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $96.82万 | 0.00% | 13,836 | 2,263 | 19.6% | $15.84万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $96.73万 | 0.00% | 58,517 | 46,409 | 383.3% | $76.71万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $96.67万 | 0.00% | 19,365 | 1,232 | 6.8% | $6.15万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $96.55万 | 0.00% | 18,500 | -403 | -2.1% | -$2.10万 | 减仓 |
| FSK | FS KKR CAP CORP | $96.30万 | 0.00% | 91,710 | 24,575 | 36.6% | $25.80万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $96.05万 | 0.00% | 32,189 | 2,643 | 8.9% | $7.89万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $95.82万 | 0.00% | 15,793 | 859 | 5.8% | $5.21万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $95.76万 | 0.00% | 106,051 | 43,185 | 68.7% | $39.00万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $95.56万 | 0.00% | 43,714 | 2,000 | 4.8% | $4.37万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $95.51万 | 0.00% | 1,500 | -54 | -3.5% | -$3.44万 | 减仓 |
| ISTB | ISHARES TR | $95.49万 | 0.00% | 19,790 | -2,456 | -11.0% | -$11.85万 | 减仓 |
| ILCV | ISHARES TR | $95.46万 | 0.00% | 9,429 | 2,613 | 38.3% | $26.45万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $94.80万 | 0.00% | 104,754 | 8,119 | 8.4% | $7.35万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $94.60万 | 0.00% | 16,794 | -1,578 | -8.6% | -$8.89万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $94.52万 | 0.00% | 77,989 | 265 | 0.3% | $3,212 | 加仓 |
| SLYV | SPDR SERIES TRUST | $94.50万 | 0.00% | 8,661 | 464 | 5.7% | $5.06万 | 加仓 |
| SUSC | ISHARES TR | $94.47万 | 0.00% | 40,806 | 1,595 | 4.1% | $3.69万 | 加仓 |
| FMC | FMC CORP | $94.24万 | 0.00% | 81,942 | 6,816 | 9.1% | $7.84万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $94.19万 | 0.00% | 24,250 | 5,000 | 26.0% | $19.42万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $93.85万 | 0.00% | 15,585 | 10,083 | 183.3% | $60.72万 | 加仓 |
| — | TOUCHSTONE ETF TRUST | $93.70万 | 0.00% | 21,699 | 21,699 | — | $93.70万 | 新建仓 |