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 |
|---|---|---|---|---|---|---|---|---|
| PGEN | PRECIGEN INC | $65.88万 | 0.00% | 115,571 | -35,815 | -23.7% | -$20.41万 | 减仓 |
| HRI | HERC HLDGS INC | $65.85万 | 0.00% | 4,594 | -1,568 | -25.4% | -$22.47万 | 减仓 |
| CSTM | CONSTELLIUM SE | $65.59万 | 0.00% | 20,580 | 10,686 | 108.0% | $34.06万 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $65.52万 | 0.00% | 9,543 | -1,120 | -10.5% | -$7.69万 | 减仓 |
| — | TOPBUILD COR | $65.48万 | 0.00% | 1,847 | -2,677 | -59.2% | -$94.91万 | 减仓 |
| RHI | ROBERT HALF INC. | $65.45万 | 0.00% | 21,319 | -679 | -3.1% | -$2.08万 | 减仓 |
| PVH | PVH CORPORATION | $65.25万 | 0.00% | 8,786 | 2,086 | 31.1% | $15.49万 | 加仓 |
| IXP | ISHARES TR | $65.15万 | 0.00% | 5,772 | 2,295 | 66.0% | $25.90万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $65.02万 | 0.00% | 36,324 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $64.94万 | 0.00% | 23,718 | 6,021 | 34.0% | $16.49万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $64.91万 | 0.00% | 26,494 | 7,603 | 40.2% | $18.63万 | 加仓 |
| DAPP | VANECK ETF TRUST | $64.67万 | 0.00% | 33,370 | 13,681 | 69.5% | $26.51万 | 加仓 |
| CFFN | CAPITOL FED FINL INC | $64.66万 | 0.00% | 75,977 | -2,672 | -3.4% | -$2.27万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $64.65万 | 0.00% | 57,985 | 57,985 | — | $64.65万 | 新建仓 |
| FWD | AB ACTIVE ETFS INC | $64.36万 | 0.00% | 4,345 | 4,345 | — | $64.36万 | 新建仓 |
| — | QXO INC | $64.21万 | 0.00% | 13,173 | 8,773 | 199.4% | $42.76万 | 加仓 |
| EPS | WISDOMTREE TR | $64.17万 | 0.00% | 8,249 | -140 | -1.7% | -$1.09万 | 减仓 |
| — | ALPS ETF TR | $64.04万 | 0.00% | 18,564 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $64.03万 | 0.00% | 53,849 | 53,849 | — | $64.03万 | 新建仓 |
| SPGM | SPDR INDEX SHS FDS | $64.01万 | 0.00% | 7,472 | 812 | 12.2% | $6.96万 | 加仓 |
| WEN | WENDYS CO | $63.88万 | 0.00% | 77,054 | 20,591 | 36.5% | $17.07万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $63.71万 | 0.00% | 5,747 | -222 | -3.7% | -$2.46万 | 减仓 |
| IBHH | ISHARES TR | $63.61万 | 0.00% | 27,069 | 3,156 | 13.2% | $7.42万 | 加仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $63.57万 | 0.00% | 54,945 | -47,200 | -46.2% | -$54.61万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $63.49万 | 0.00% | 12,075 | -5,231 | -30.2% | -$27.50万 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $63.22万 | 0.00% | 21,058 | 14 | 0.1% | $420 | 加仓 |
| INFQ | INFLEQTION INC | $63.16万 | 0.00% | 47,415 | 47,415 | — | $63.16万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $63.09万 | 0.00% | 136,862 | -33,055 | -19.5% | -$15.24万 | 减仓 |
| CE | CELANESE CORP DEL | $62.98万 | 0.00% | 13,690 | -48 | -0.3% | -$2,208 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $62.98万 | 0.00% | 22,224 | 749 | 3.5% | $2.12万 | 加仓 |
| DIVB | ISHARES TR | $62.78万 | 0.00% | 10,191 | 6,174 | 153.7% | $38.04万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $62.61万 | 0.00% | 11,292 | -442 | -3.8% | -$2.45万 | 减仓 |
| EWT | ISHARES INC | $62.59万 | 0.00% | 5,763 | 1,286 | 28.7% | $13.97万 | 加仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $62.51万 | 0.00% | 8,921 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $62.34万 | 0.00% | 5,099 | 1,648 | 47.8% | $20.15万 | 加仓 |
| LMB | LIMBACH HLDGS INC | $62.18万 | 0.00% | 8,075 | 538 | 7.1% | $4.14万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $62.17万 | 0.00% | 7,846 | -229 | -2.8% | -$1.81万 | 减仓 |
| EG | EVEREST GROUP LTD | $62.11万 | 0.00% | 1,738 | 12 | 0.7% | $4,289 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $62.10万 | 0.00% | 27,905 | 13,959 | 100.1% | $31.07万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $61.92万 | 0.00% | 8,364 | -43,489 | -83.9% | -$321.96万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $61.87万 | 0.00% | 86,774 | -4,285 | -4.7% | -$3.06万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $61.71万 | 0.00% | 3,966 | 154 | 4.0% | $2.40万 | 加仓 |
| IPAR | INTERPARFUMS INC | $61.62万 | 0.00% | 5,508 | -320 | -5.5% | -$3.58万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM | $61.55万 | 0.00% | 32,828 | 1,618 | 5.2% | $3.03万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $61.54万 | 0.00% | 7,239 | 96 | 1.3% | $8,161 | 加仓 |
| SGDM | SPROTT ETF TRUST | $61.46万 | 0.00% | 9,775 | -72,822 | -88.2% | -$457.83万 | 减仓 |
| SHYD | VANECK ETF TRUST | $61.44万 | 0.00% | 26,829 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $61.03万 | 0.00% | 8,374 | -67 | -0.8% | -$4,883 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $60.87万 | 0.00% | 21,448 | 10,364 | 93.5% | $29.41万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $60.68万 | 0.00% | 10,682 | 157 | 1.5% | $8,919 | 加仓 |
| TXUE | THORNBURG ETF TR | $60.63万 | 0.00% | 17,563 | 9,310 | 112.8% | $32.14万 | 加仓 |
| XMTR | XOMETRY INC | $60.58万 | 0.00% | 6,276 | 1,176 | 23.1% | $11.35万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $60.51万 | 0.00% | 10,102 | 7 | 0.1% | $419 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $60.44万 | 0.00% | 6,016 | -2,981 | -33.1% | -$29.95万 | 减仓 |
| NMIH | NMI HLDGS INC | $60.33万 | 0.00% | 14,681 | -377 | -2.5% | -$1.55万 | 减仓 |
| AVNT | AVIENT CORPORATION | $60.32万 | 0.00% | 16,319 | 110 | 0.7% | $4,066 | 加仓 |
| LADR | LADDER CAP CORP | $60.01万 | 0.00% | 60,314 | 2,050 | 3.5% | $2.04万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $60.00万 | 0.00% | 40,431 | 20,325 | 101.1% | $30.16万 | 加仓 |
| DLS | WISDOMTREE TR | $59.97万 | 0.00% | 7,157 | 512 | 7.7% | $4.29万 | 加仓 |
| MAMA | MAMAS CREATIONS INC | $59.93万 | 0.00% | 33,575 | -5,044 | -13.1% | -$9.00万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $59.89万 | 0.00% | 16,626 | -3,274 | -16.5% | -$11.79万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $59.89万 | 0.00% | 35,332 | -1,796 | -4.8% | -$3.04万 | 减仓 |
| OSS | ONE STOP SYS INC | $59.85万 | 0.00% | 32,920 | -4,993 | -13.2% | -$9.08万 | 减仓 |
| AGX | ARGAN INC | $59.70万 | 0.00% | 747 | -599 | -44.5% | -$47.88万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $59.70万 | 0.00% | 46,134 | -114,133 | -71.2% | -$147.69万 | 减仓 |
| — | GLOBAL X FDS | $59.69万 | 0.00% | 12,705 | -5,500 | -30.2% | -$25.84万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $59.55万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $59.50万 | 0.00% | 27,936 | -4,514 | -13.9% | -$9.61万 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $59.24万 | 0.00% | 3,310 | -34 | -1.0% | -$6,085 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $59.05万 | 0.00% | 11,581 | 5,008 | 76.2% | $25.54万 | 加仓 |
| ARHS | ARHAUS INC | $59.03万 | 0.00% | 70,101 | 2,390 | 3.5% | $2.01万 | 加仓 |
| EWU | ISHARES TR | $58.94万 | 0.00% | 12,775 | 3,704 | 40.8% | $17.09万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $58.89万 | 0.00% | 9,357 | 1,878 | 25.1% | $11.82万 | 加仓 |
| IBHG | ISHARES TR | $58.69万 | 0.00% | 26,580 | 2,709 | 11.3% | $5.98万 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $58.68万 | 0.00% | 116,884 | 116,884 | — | $58.68万 | 新建仓 |
| AAXJ | ISHARES TR | $58.67万 | 0.00% | 4,917 | 671 | 15.8% | $8.01万 | 加仓 |
| — | CB FINL SVCS INC | $58.57万 | 0.00% | 15,453 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $58.48万 | 0.00% | 192,368 | 57,752 | 42.9% | $17.56万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $58.46万 | 0.00% | 8,443 | -24,066 | -74.0% | -$166.63万 | 减仓 |
| DGII | DIGI INTL INC | $58.43万 | 0.00% | 7,796 | -452 | -5.5% | -$3.39万 | 减仓 |
| — | ISHARES TR | $58.40万 | 0.00% | 22,637 | 1,241 | 5.8% | $3.20万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $58.27万 | 0.00% | 16,979 | 4,564 | 36.8% | $15.66万 | 加仓 |
| EZPW | EZCORP INC | $58.27万 | 0.00% | 16,856 | -1,139 | -6.3% | -$3.94万 | 减仓 |
| ANDG | ANDERSEN GROUP INC | $58.25万 | 0.00% | 15,443 | 15,443 | — | $58.25万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $58.25万 | 0.00% | 19,123 | 40 | 0.2% | $1,218 | 加仓 |
| CNA | CNA FINL CORP | $58.19万 | 0.00% | 11,971 | -1,045 | -8.0% | -$5.08万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $58.19万 | 0.00% | 2,232 | 1,013 | 83.1% | $26.41万 | 加仓 |
| KT | KT CORP | $58.15万 | 0.00% | 33,651 | -7,252 | -17.7% | -$12.53万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $57.99万 | 0.00% | 20,074 | -28,879 | -59.0% | -$83.42万 | 减仓 |
| — | MORGAN STANLEY EMKT DBT FD I | $57.56万 | 0.00% | 78,847 | -16,797 | -17.6% | -$12.26万 | 减仓 |
| KRT | KARAT PACKAGING INC | $57.53万 | 0.00% | 17,193 | -1,623 | -8.6% | -$5.43万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $57.51万 | 0.00% | 12,225 | -401 | -3.2% | -$1.89万 | 减仓 |
| — | ATKORE INC | $57.49万 | 0.00% | 7,561 | -162 | -2.1% | -$1.23万 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $57.44万 | 0.00% | 11,535 | -2,326 | -16.8% | -$11.58万 | 减仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $57.32万 | 0.00% | 52,832 | -1,207 | -2.2% | -$1.31万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $57.27万 | 0.00% | 6,058 | -111,311 | -94.8% | -$1,052.37万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $57.17万 | 0.00% | 2,521 | -1,200 | -32.2% | -$27.21万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $57.07万 | 0.00% | 21,765 | 270 | 1.3% | $7,080 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $56.97万 | 0.00% | 7,043 | 931 | 15.2% | $7.53万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $56.95万 | 0.00% | 43,080 | -734 | -1.7% | -$9,703 | 减仓 |