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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $1.30亿 | 0.11% | 1,643,651 | 253,525 | 18.2% | $2,003.62万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.29亿 | 0.11% | 678,049 | -47,565 | -6.6% | -$906.03万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1.28亿 | 0.11% | 1,161,686 | 72,439 | 6.7% | $795.16万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1.27亿 | 0.11% | 670,847 | -13,557 | -2.0% | -$257.07万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1.26亿 | 0.10% | 2,469,602 | 172,021 | 7.5% | $876.46万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.26亿 | 0.10% | 6,570,729 | -120,325 | -1.8% | -$230.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $1.23亿 | 0.10% | 1,705,157 | 17,135 | 1.0% | $123.29万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1.23亿 | 0.10% | 2,286,131 | -237,297 | -9.4% | -$1,272.14万 | 减仓 |
| INTC | INTEL CORP | $1.22亿 | 0.10% | 873,187 | -256,184 | -22.7% | -$3,577.10万 | 减仓 |
| BN | BROOKFIELD CORP | $1.21亿 | 0.10% | 2,837,188 | 389,329 | 15.9% | $1,658.15万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1.20亿 | 0.10% | 2,263,630 | 106,245 | 4.9% | $564.27万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1.20亿 | 0.10% | 2,080,273 | 874,148 | 72.5% | $5,041.21万 | 加仓 |
| BLK | BLACKROCK INC | $1.18亿 | 0.10% | 122,288 | 6,711 | 5.8% | $645.57万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1.17亿 | 0.10% | 632,441 | 142,897 | 29.2% | $2,646.91万 | 加仓 |
| EMR | EMERSON ELEC CO | $1.17亿 | 0.10% | 817,399 | 16,343 | 2.0% | $233.97万 | 加仓 |
| ABNB | AIRBNB INC | $1.15亿 | 0.10% | 806,801 | 73,052 | 10.0% | $1,045.38万 | 加仓 |
| MTUM | ISHARES TR | $1.15亿 | 0.10% | 335,012 | 2,480 | 0.7% | $85.02万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.15亿 | 0.10% | 870,325 | 18,292 | 2.1% | $240.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.14亿 | 0.09% | 1,974,256 | -30,846 | -1.5% | -$177.73万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1.13亿 | 0.09% | 494,438 | -46,741 | -8.6% | -$1,072.52万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1.13亿 | 0.09% | 713,602 | -56,746 | -7.4% | -$900.37万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.12亿 | 0.09% | 955,741 | -140,185 | -12.8% | -$1,635.54万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1.11亿 | 0.09% | 323,495 | -9,546 | -2.9% | -$328.72万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1.08亿 | 0.09% | 2,142,892 | 305,362 | 16.6% | $1,544.22万 | 加仓 |
| FTNT | FORTINET INC | $1.08亿 | 0.09% | 703,513 | -9,934 | -1.4% | -$152.61万 | 减仓 |
| EWJ | ISHARES INC | $1.07亿 | 0.09% | 1,149,188 | -133,276 | -10.4% | -$1,243.07万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.07亿 | 0.09% | 216,168 | 11,187 | 5.5% | $553.84万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $1.07亿 | 0.09% | 4,359,024 | 450,398 | 11.5% | $1,105.73万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1.07亿 | 0.09% | 2,214,926 | 44,991 | 2.1% | $216.77万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1.06亿 | 0.09% | 400,563 | -9,332 | -2.3% | -$247.78万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $1.05亿 | 0.09% | 832,564 | 24,161 | 3.0% | $305.83万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.04亿 | 0.09% | 435,865 | 50,083 | 13.0% | $1,197.16万 | 加仓 |
| NKE | NIKE INC | $1.03亿 | 0.09% | 2,509,909 | 523,510 | 26.4% | $2,149.03万 | 加仓 |
| SO | SOUTHERN CO | $1.02亿 | 0.09% | 1,067,608 | 12,079 | 1.1% | $115.61万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1.02亿 | 0.08% | 1,104,683 | -34,721 | -3.0% | -$320.37万 | 减仓 |
| URI | UNITED RENTALS INC | $9,949.85万 | 0.08% | 87,788 | 528 | 0.6% | $59.84万 | 加仓 |
| SGOV | ISHARES TR | $9,906.78万 | 0.08% | 984,074 | 285,141 | 40.8% | $2,870.55万 | 加仓 |
| QUAL | ISHARES TR | $9,853.06万 | 0.08% | 449,019 | -1,183,065 | -72.5% | -$2.60亿 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $9,698.90万 | 0.08% | 483,436 | 14,180 | 3.0% | $284.49万 | 加仓 |
| DOW | DOW HLDGS INC | $9,654.87万 | 0.08% | 3,528,821 | -101,965 | -2.8% | -$278.98万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $9,612.38万 | 0.08% | 845,480 | 74,272 | 9.6% | $844.41万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $9,593.44万 | 0.08% | 389,592 | -7,396 | -1.9% | -$182.12万 | 减仓 |
| ROL | ROLLINS INC | $9,464.51万 | 0.08% | 2,267,487 | -14,583 | -0.6% | -$60.87万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $9,459.58万 | 0.08% | 876,455 | 822 | 0.1% | $8.87万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $9,442.47万 | 0.08% | 2,082,580 | -440,452 | -17.5% | -$1,997.02万 | 减仓 |
| SBUX | STARBUCKS CORP | $9,428.69万 | 0.08% | 922,624 | -134,825 | -12.8% | -$1,377.83万 | 减仓 |
| DIS | DISNEY WALT CO | $9,418.51万 | 0.08% | 978,493 | 6,499 | 0.7% | $62.56万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $9,277.93万 | 0.08% | 67,103 | -12,231 | -15.4% | -$1,691.11万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $9,257.43万 | 0.08% | 340,406 | -16,488 | -4.6% | -$448.40万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $9,218.97万 | 0.08% | 1,023,186 | 88,324 | 9.4% | $795.80万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $9,159.72万 | 0.08% | 952,947 | -17,837 | -1.8% | -$171.45万 | 减仓 |
| RACE | FERRARI N V | $9,086.13万 | 0.08% | 244,056 | 226,719 | 1,307.7% | $8,440.68万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $9,027.39万 | 0.08% | 254,784 | 6,464 | 2.6% | $229.03万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $9,001.10万 | 0.07% | 1,052,877 | -25,473 | -2.4% | -$217.77万 | 减仓 |
| SDY | SPDR SERIES TRUST | $8,945.25万 | 0.07% | 587,808 | 121,944 | 26.2% | $1,855.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $8,926.43万 | 0.07% | 367,336 | -3,888 | -1.0% | -$94.48万 | 减仓 |
| PULS | PGIM ETF TR | $8,924.24万 | 0.07% | 1,801,048 | -9,090 | -0.5% | -$45.04万 | 减仓 |
| IGIB | ISHARES TR | $8,923.69万 | 0.07% | 1,678,325 | 7,585 | 0.5% | $40.33万 | 加仓 |
| COWZ | PACER FDS TR | $8,911.42万 | 0.07% | 1,432,682 | 30,754 | 2.2% | $191.29万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $8,849.10万 | 0.07% | 329,133 | 13,454 | 4.3% | $361.73万 | 加仓 |
| MGK | VANGUARD WORLD FD | $8,774.83万 | 0.07% | 998,155 | 36,790 | 3.8% | $323.42万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $8,730.93万 | 0.07% | 1,729,233 | 235,912 | 15.8% | $1,191.12万 | 加仓 |
| MINT | PIMCO ETF TR | $8,659.23万 | 0.07% | 858,957 | 57,264 | 7.1% | $577.28万 | 加仓 |
| MTB | M & T BK CORP | $8,652.45万 | 0.07% | 363,534 | -4,802 | -1.3% | -$114.29万 | 减仓 |
| IYR | ISHARES TR | $8,648.07万 | 0.07% | 845,769 | -109,751 | -11.5% | -$1,122.21万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8,639.64万 | 0.07% | 1,405,732 | 106,719 | 8.2% | $655.90万 | 加仓 |
| EBAY | EBAY INC. | $8,602.70万 | 0.07% | 769,797 | -46,342 | -5.7% | -$517.88万 | 减仓 |
| COP | CONOCOPHILLIPS | $8,596.96万 | 0.07% | 826,949 | -64,617 | -7.2% | -$671.76万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $8,594.38万 | 0.07% | 1,485,888 | 2,208 | 0.1% | $12.77万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $8,592.17万 | 0.07% | 164,452 | -27,101 | -14.1% | -$1,415.95万 | 减仓 |
| IWB | ISHARES TR | $8,569.64万 | 0.07% | 209,271 | 16,725 | 8.7% | $684.89万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $8,536.89万 | 0.07% | 114 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $8,402.29万 | 0.07% | 1,117,770 | 68,428 | 6.5% | $514.37万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $8,363.99万 | 0.07% | 1,653,614 | 98,437 | 6.3% | $497.89万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $8,324.42万 | 0.07% | 494,233 | 39,054 | 8.6% | $657.79万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $8,272.91万 | 0.07% | 852,350 | -33,757 | -3.8% | -$327.65万 | 减仓 |
| O | REALTY INCOME CORP | $8,248.35万 | 0.07% | 1,331,232 | 76,169 | 6.1% | $471.95万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $8,214.40万 | 0.07% | 3,131,664 | -375,481 | -10.7% | -$984.89万 | 减仓 |
| CLX | CLOROX CO DEL | $8,197.40万 | 0.07% | 858,890 | 129,073 | 17.7% | $1,231.90万 | 加仓 |
| BE | BLOOM ENERGY CORP | $8,160.91万 | 0.07% | 269,603 | 25,760 | 10.6% | $779.76万 | 加仓 |
| SMH | VANECK ETF TRUST | $8,149.70万 | 0.07% | 124,202 | -14,014 | -10.1% | -$919.55万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $8,064.88万 | 0.07% | 2,082,331 | 82,478 | 4.1% | $319.44万 | 加仓 |
| OKE | ONEOK INC NEW | $8,057.92万 | 0.07% | 926,836 | 20,791 | 2.3% | $180.76万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $8,054.45万 | 0.07% | 162,151 | 1,099 | 0.7% | $54.59万 | 加仓 |
| EEM | ISHARES TR | $7,944.18万 | 0.07% | 1,161,244 | -113,312 | -8.9% | -$775.18万 | 减仓 |
| GDX | VANECK ETF TRUST | $7,937.71万 | 0.07% | 1,052,042 | 16,958 | 1.6% | $127.95万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $7,919.51万 | 0.07% | 1,502,184 | -198,223 | -11.7% | -$1,045.03万 | 减仓 |
| FDX | FEDEX CORP | $7,919.37万 | 0.07% | 252,909 | -6,013 | -2.3% | -$188.29万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,909.48万 | 0.07% | 1,077,430 | 46,428 | 4.5% | $340.83万 | 加仓 |
| ILMN | ILLUMINA INC | $7,852.50万 | 0.07% | 446,598 | -28,653 | -6.0% | -$503.80万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $7,848.40万 | 0.07% | 350,916 | -2,048 | -0.6% | -$45.80万 | 减仓 |
| LQD | ISHARES TR | $7,686.06万 | 0.06% | 704,701 | 19,540 | 2.9% | $213.12万 | 加仓 |
| WELL | WELLTOWER INC | $7,642.13万 | 0.06% | 336,691 | 41,070 | 13.9% | $932.20万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7,610.79万 | 0.06% | 859,580 | -57,545 | -6.3% | -$509.51万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $7,585.17万 | 0.06% | 2,579,990 | 124,313 | 5.1% | $365.48万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $7,517.18万 | 0.06% | 2,221,385 | 119,755 | 5.7% | $405.25万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,515.89万 | 0.06% | 1,760,990 | -217,021 | -11.0% | -$926.24万 | 减仓 |
| ECL | ECOLAB INC | $7,459.22万 | 0.06% | 267,704 | 23,815 | 9.8% | $663.57万 | 加仓 |
| SHV | ISHARES TR | $7,421.46万 | 0.06% | 672,540 | -212,139 | -24.0% | -$2,340.95万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,371.07万 | 0.06% | 2,324,517 | 19,079 | 0.8% | $60.50万 | 加仓 |