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 |
|---|---|---|---|---|---|---|---|---|
| NCNO | NCINO INC | $77.51万 | 0.00% | 51,743 | 8,245 | 19.0% | $12.35万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $77.34万 | 0.00% | 27,739 | 1,479 | 5.6% | $4.12万 | 加仓 |
| VNET | VNET GROUP INC | $77.31万 | 0.00% | 92,144 | 7,042 | 8.3% | $5.91万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $77.26万 | 0.00% | 39,500 | -4,697 | -10.6% | -$9.19万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $77.00万 | 0.00% | 11,046 | -1,792 | -14.0% | -$12.49万 | 减仓 |
| QURE | UNIQURE NV | $76.98万 | 0.00% | 47,084 | 1,097 | 2.4% | $1.79万 | 加仓 |
| TW | TRADEWEB MKTS INC | $76.90万 | 0.00% | 6,536 | 532 | 8.9% | $6.26万 | 加仓 |
| SN | SHARKNINJA INC | $76.73万 | 0.00% | 7,246 | 420 | 6.2% | $4.45万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $76.49万 | 0.00% | 21,058 | -142 | -0.7% | -$5,158 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $76.37万 | 0.00% | 28,518 | -13,561 | -32.2% | -$36.32万 | 减仓 |
| VSDA | VICTORY PORTFOLIOS II | $76.25万 | 0.00% | 13,989 | 3,752 | 36.7% | $20.45万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $76.23万 | 0.00% | 4,055 | 910 | 28.9% | $17.11万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $76.08万 | 0.00% | 10,228 | 1,893 | 22.7% | $14.08万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $75.93万 | 0.00% | 8,365 | 8,365 | — | $75.93万 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $75.85万 | 0.00% | 60,053 | 6,219 | 11.6% | $7.85万 | 加仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $75.82万 | 0.00% | 20,089 | -3,007 | -13.0% | -$11.35万 | 减仓 |
| — | ALPS ETF TR | $75.81万 | 0.00% | 17,515 | 500 | 2.9% | $2.16万 | 加仓 |
| — | GLOBAL X FDS | $75.64万 | 0.00% | 18,205 | -1,000 | -5.2% | -$4.15万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $75.63万 | 0.00% | 12,239 | 1,793 | 17.2% | $11.08万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $75.51万 | 0.00% | 32,327 | -11,453 | -26.2% | -$26.75万 | 减仓 |
| CTS | CTS CORP | $75.26万 | 0.00% | 15,757 | -290 | -1.8% | -$1.39万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $75.21万 | 0.00% | 7,566 | -76 | -1.0% | -$7,555 | 减仓 |
| — | BTC DEV CORP | $74.92万 | 0.00% | 74,250 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $74.87万 | 0.00% | 18,544 | 1,331 | 7.7% | $5.37万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $74.85万 | 0.00% | 18,449 | 4,039 | 28.0% | $16.39万 | 加仓 |
| EWM | ISHARES INC | $74.67万 | 0.00% | 26,281 | 3,958 | 17.7% | $11.24万 | 加仓 |
| IHE | ISHARES TR | $74.66万 | 0.00% | 8,613 | 146 | 1.7% | $1.27万 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $74.59万 | 0.00% | 169,917 | -21,154 | -11.1% | -$9.29万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $74.58万 | 0.00% | 13,783 | -6,830 | -33.1% | -$36.96万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $74.54万 | 0.00% | 56,641 | 1,000 | 1.8% | $1.32万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $74.38万 | 0.00% | 56,522 | 1,044 | 1.9% | $1.37万 | 加仓 |
| ZAP | GLOBAL X FDS | $74.36万 | 0.00% | 23,122 | 4,443 | 23.8% | $14.29万 | 加仓 |
| QGRW | WISDOMTREE TR | $74.11万 | 0.00% | 13,871 | 13,871 | — | $74.11万 | 新建仓 |
| KOMP | SPDR SERIES TRUST | $74.05万 | 0.00% | 12,663 | -1,346 | -9.6% | -$7.87万 | 减仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $73.87万 | 0.00% | 12,046 | 1,443 | 13.6% | $8.85万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $73.66万 | 0.00% | 19,900 | 19,900 | — | $73.66万 | 新建仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $73.45万 | 0.00% | 144,014 | -4,291 | -2.9% | -$2.19万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $73.44万 | 0.00% | 17,601 | -8,247 | -31.9% | -$34.41万 | 减仓 |
| IOT | SAMSARA INC | $73.36万 | 0.00% | 23,148 | -386 | -1.6% | -$1.22万 | 减仓 |
| AGX | ARGAN INC | $73.34万 | 0.00% | 1,346 | -672 | -33.3% | -$36.61万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $73.34万 | 0.00% | 11,696 | -115 | -1.0% | -$7,211 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $73.25万 | 0.00% | 48,126 | -155 | -0.3% | -$2,359 | 减仓 |
| — | VANECK ETF TRUST | $72.82万 | 0.00% | 70,977 | 12,984 | 22.4% | $13.32万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $72.70万 | 0.00% | 236,804 | 135,784 | 134.4% | $41.69万 | 加仓 |
| NUDM | NUSHARES ETF TR | $72.33万 | 0.00% | 20,031 | 994 | 5.2% | $3.59万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $72.32万 | 0.00% | 15,937 | 15,937 | — | $72.32万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $72.26万 | 0.00% | 31,385 | 9,783 | 45.3% | $22.52万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $71.80万 | 0.00% | 6,127 | 403 | 7.0% | $4.72万 | 加仓 |
| IBDX | ISHARES TR | $71.72万 | 0.00% | 28,382 | -37,465 | -56.9% | -$94.67万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $71.12万 | 0.00% | 128,142 | -21,764 | -14.5% | -$12.08万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $71.10万 | 0.00% | 37,128 | -11,316 | -23.4% | -$21.67万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $71.07万 | 0.00% | 32,580 | 4,829 | 17.4% | $10.53万 | 加仓 |
| PRK | PARK NATL CORP | $70.99万 | 0.00% | 4,343 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $70.74万 | 0.00% | 14,086 | -507 | -3.5% | -$2.55万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $70.71万 | 0.00% | 73,730 | -4,892 | -6.2% | -$4.69万 | 减仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $70.69万 | 0.00% | 35,134 | 6 | 0.0% | $121 | 加仓 |
| AMBQ | AMBIQ MICRO INC | $70.37万 | 0.00% | 27,695 | 27,695 | — | $70.37万 | 新建仓 |
| ACWV | ISHARES INC | $70.15万 | 0.00% | 5,870 | 150 | 2.6% | $1.79万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $69.97万 | 0.00% | 19,867 | -515 | -2.5% | -$1.81万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC | $69.92万 | 0.00% | 39,729 | 1,025 | 2.6% | $1.80万 | 加仓 |
| VOTE | TCW ETF TRUST | $69.85万 | 0.00% | 9,154 | 391 | 4.5% | $2.98万 | 加仓 |
| BELFB | BEL FUSE INC | $69.71万 | 0.00% | 3,521 | 3,521 | — | $69.71万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $69.69万 | 0.00% | 11,207 | -4,215 | -27.3% | -$26.21万 | 减仓 |
| — | NUVEEN SELECT MAT MUN FD | $69.58万 | 0.00% | 73,628 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND | $69.51万 | 0.00% | 16,198 | -23 | -0.1% | -$987 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $69.20万 | 0.00% | 149,775 | -56,449 | -27.4% | -$26.08万 | 减仓 |
| JACK | JACK IN THE BOX INC | $69.12万 | 0.00% | 71,476 | -5,112 | -6.7% | -$4.94万 | 减仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $68.92万 | 0.00% | 15,370 | -7,411 | -32.5% | -$33.23万 | 减仓 |
| — | KINGSWAY FINL SVCS INC | $68.84万 | 0.00% | 66,000 | -12,250 | -15.7% | -$12.78万 | 减仓 |
| TLTD | FLEXSHARES TR | $68.84万 | 0.00% | 7,324 | -100 | -1.3% | -$9,399 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $68.75万 | 0.00% | 33,567 | -9,900 | -22.8% | -$20.28万 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $68.48万 | 0.00% | 10,663 | 8,591 | 414.6% | $55.17万 | 重新持有 |
| WABC | WESTAMERICA BANCORPORATION | $68.44万 | 0.00% | 13,124 | 118 | 0.9% | $6,154 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $68.43万 | 0.00% | 61,646 | -25,653 | -29.4% | -$28.48万 | 减仓 |
| FSK | FS KKR CAP CORP | $68.34万 | 0.00% | 67,135 | 576 | 0.9% | $5,864 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $68.32万 | 0.00% | 32,305 | -703 | -2.1% | -$1.49万 | 减仓 |
| CMRE | COSTAMARE INC | $68.19万 | 0.00% | 40,346 | -3,962 | -8.9% | -$6.70万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $68.10万 | 0.00% | 11,819 | -2,851 | -19.4% | -$16.43万 | 减仓 |
| — | NEOS ETF TRUST | $67.92万 | 0.00% | 13,252 | -3,801 | -22.3% | -$19.48万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $67.59万 | 0.00% | 18,760 | 1,778 | 10.5% | $6.41万 | 加仓 |
| NUMV | NUSHARES ETF TR | $67.38万 | 0.00% | 17,379 | -166 | -0.9% | -$6,436 | 减仓 |
| OGS | ONE GAS INC | $67.19万 | 0.00% | 7,801 | 58 | 0.7% | $4,995 | 加仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $67.14万 | 0.00% | 95,644 | -3,884 | -3.9% | -$2.73万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $67.00万 | 0.00% | 63,448 | 170 | 0.3% | $1,795 | 加仓 |
| TTAM | TITAN AMER SA | $66.97万 | 0.00% | 44,709 | -13,650 | -23.4% | -$20.45万 | 减仓 |
| — | MFS CHARTER INCOME TR | $66.93万 | 0.00% | 110,446 | -9,329 | -7.8% | -$5.65万 | 减仓 |
| TBBK | BANCORP INC DEL | $66.73万 | 0.00% | 12,420 | 2,800 | 29.1% | $15.04万 | 加仓 |
| WAFD | WAFD INC | $66.71万 | 0.00% | 21,245 | 563 | 2.7% | $1.77万 | 加仓 |
| VEON | VEON LTD | $66.70万 | 0.00% | 14,405 | 2,191 | 17.9% | $10.14万 | 加仓 |
| TRS | TRIMAS CORP | $66.55万 | 0.00% | 18,517 | -709 | -3.7% | -$2.55万 | 减仓 |
| QDEF | FLEXSHARES TR | $66.54万 | 0.00% | 8,336 | -1,388 | -14.3% | -$11.08万 | 减仓 |
| — | KRANESHARES TRUST | $66.48万 | 0.00% | 21,308 | 21,308 | — | $66.48万 | 新建仓 |
| ENOV | ENOVIS CORPORATION | $66.40万 | 0.00% | 29,184 | -18,314 | -38.6% | -$41.67万 | 减仓 |
| — | BANCROFT FD LTD | $66.33万 | 0.00% | 30,792 | 1,332 | 4.5% | $2.87万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $65.84万 | 0.00% | 4,814 | 200 | 4.3% | $2.74万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $65.81万 | 0.00% | 1,554 | 93 | 6.4% | $3.94万 | 加仓 |
| ICF | ISHARES TR | $65.74万 | 0.00% | 10,623 | 80 | 0.8% | $4,951 | 加仓 |
| WTMF | WISDOMTREE TR | $65.62万 | 0.00% | 16,534 | 355 | 2.2% | $1.41万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $65.62万 | 0.00% | 11,364 | -67 | -0.6% | -$3,869 | 减仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $65.58万 | 0.00% | 40,306 | -1,360 | -3.3% | -$2.21万 | 减仓 |