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 |
|---|---|---|---|---|---|---|---|---|
| PMMF | BLACKROCK ETF TRUST | $56.81万 | 0.00% | 5,663 | 5,663 | — | $56.81万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $56.67万 | 0.00% | 4,509 | -4,335 | -49.0% | -$54.48万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $56.56万 | 0.00% | 14,866 | 1,973 | 15.3% | $7.51万 | 加仓 |
| WSFS | WSFS FINL CORP | $56.46万 | 0.00% | 7,358 | 28 | 0.4% | $2,148 | 加仓 |
| STUB | STUBHUB HLDGS INC | $56.33万 | 0.00% | 43,769 | 43,769 | — | $56.33万 | 新建仓 |
| EMBX | VANECK FDS | $56.33万 | 0.00% | 10,978 | -10 | -0.1% | -$513 | 减仓 |
| DB | DEUTSCHE BK AG | $56.32万 | 0.00% | 16,683 | -115,000 | -87.3% | -$388.26万 | 减仓 |
| NUBD | NUSHARES ETF TR | $56.30万 | 0.00% | 25,436 | 527 | 2.1% | $1.17万 | 加仓 |
| NRIM | NORTHRIM BANCORP INC | $56.21万 | 0.00% | 20,261 | 2,233 | 12.4% | $6.20万 | 加仓 |
| OGN | ORGANON & CO | $56.07万 | 0.00% | 41,409 | -156,043 | -79.0% | -$211.29万 | 减仓 |
| BMRC | BANK OF MARIN BANCORP | $56.06万 | 0.00% | 20,242 | 56 | 0.3% | $1,551 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $55.97万 | 0.00% | 27,529 | 7,890 | 40.2% | $16.04万 | 加仓 |
| — | VANECK ETF TRUST | $55.96万 | 0.00% | 12,144 | 292 | 2.5% | $1.35万 | 加仓 |
| — | INVESCO TR INVT GRADE NEW YO | $55.82万 | 0.00% | 48,205 | 557 | 1.2% | $6,450 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $55.82万 | 0.00% | 15,170 | -2,431 | -13.8% | -$8.94万 | 减仓 |
| NTSK | NETSKOPE INC | $55.70万 | 0.00% | 50,915 | 34,474 | 209.7% | $37.71万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $55.63万 | 0.00% | 2,948 | 290 | 10.9% | $5.47万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $55.58万 | 0.00% | 31,922 | -2,837 | -8.2% | -$4.94万 | 减仓 |
| ASIX | ADVANSIX INC | $55.55万 | 0.00% | 27,941 | -4,225 | -13.1% | -$8.40万 | 减仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $55.53万 | 0.00% | 21,549 | 2,872 | 15.4% | $7.40万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $54.94万 | 0.00% | 24,333 | 3,819 | 18.6% | $8.62万 | 加仓 |
| PEN | PENUMBRA INC | $54.91万 | 0.00% | 1,739 | -1,439 | -45.3% | -$45.44万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $54.91万 | 0.00% | 11,502 | 2,473 | 27.4% | $11.80万 | 加仓 |
| INVH | INVITATION HOMES INC | $54.66万 | 0.00% | 18,093 | -344 | -1.9% | -$1.04万 | 减仓 |
| THD | ISHARES INC | $54.64万 | 0.00% | 7,565 | -4,036 | -34.8% | -$29.15万 | 减仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $54.52万 | 0.00% | 59,193 | -1,917 | -3.1% | -$1.77万 | 减仓 |
| GQRE | FLEXSHARES TR | $54.50万 | 0.00% | 8,516 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $54.49万 | 0.00% | 24,317 | -16,700 | -40.7% | -$37.42万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $54.44万 | 0.00% | 16,700 | -52,183 | -75.8% | -$170.12万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $54.30万 | 0.00% | 47,972 | 1,180 | 2.5% | $1.34万 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $54.28万 | 0.00% | 20,422 | -6,211 | -23.3% | -$16.51万 | 减仓 |
| PBF | PBF ENERGY INC | $54.11万 | 0.00% | 11,886 | -1,732 | -12.7% | -$7.88万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $54.04万 | 0.00% | 31,418 | -10,466 | -25.0% | -$18.00万 | 重新持有 |
| SNTH | TIDAL TRUST III | $53.92万 | 0.00% | 18,137 | 18,137 | — | $53.92万 | 新建仓 |
| MGMT | UNIFIED SER TR | $53.89万 | 0.00% | 10,575 | -560 | -5.0% | -$2.85万 | 减仓 |
| NCNO | NCINO INC | $53.85万 | 0.00% | 32,933 | -18,810 | -36.4% | -$30.75万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $53.68万 | 0.00% | 20,840 | -7,678 | -26.9% | -$19.78万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $53.32万 | 0.00% | 4,823 | 1,594 | 49.4% | $17.62万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $53.07万 | 0.00% | 15,307 | 1,871 | 13.9% | $6.49万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $52.75万 | 0.00% | 6,431 | -103 | -1.6% | -$8,449 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $52.71万 | 0.00% | 81,462 | -44,737 | -35.4% | -$28.94万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $52.70万 | 0.00% | 3,046 | -285 | -8.6% | -$4.93万 | 减仓 |
| GEN | GEN DIGITAL INC | $52.69万 | 0.00% | 21,167 | 9,184 | 76.6% | $22.86万 | 加仓 |
| MBWM | MERCANTILE BK CORP | $52.57万 | 0.00% | 9,156 | 2,538 | 38.3% | $14.57万 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $52.42万 | 0.00% | 10,617 | 10,617 | — | $52.42万 | 新建仓 |
| ROG | ROGERS CORP | $52.30万 | 0.00% | 3,194 | 507 | 18.9% | $8.30万 | 加仓 |
| — | BLACK DIAMOND THERAPEUTICS I | $52.03万 | 0.00% | 281,245 | 2,600 | 0.9% | $4,810 | 加仓 |
| ALV | AUTOLIV INC | $51.86万 | 0.00% | 4,464 | 199 | 4.7% | $2.31万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $51.85万 | 0.00% | 15,129 | 2,855 | 23.3% | $9.78万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $51.81万 | 0.00% | 7,079 | -12,687 | -64.2% | -$92.86万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $51.58万 | 0.00% | 56,190 | 6,341 | 12.7% | $5.82万 | 加仓 |
| BBDC | BARINGS BDC INC | $51.55万 | 0.00% | 60,501 | 328 | 0.5% | $2,795 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $51.42万 | 0.00% | 8,546 | 14 | 0.2% | $842 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $51.40万 | 0.00% | 2,059 | 668 | 48.0% | $16.67万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $51.34万 | 0.00% | 5,178 | 5,178 | — | $51.34万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $51.14万 | 0.00% | 20,214 | 8,066 | 66.4% | $20.41万 | 加仓 |
| KF | KOREA FD INC | $51.13万 | 0.00% | 6,799 | 0 | 0.0% | — | 重新持有 |
| — | AMPLIFY ETF TR | $51.13万 | 0.00% | 11,091 | -2,641 | -19.2% | -$12.18万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $51.00万 | 0.00% | 30,070 | -9,822 | -24.6% | -$16.66万 | 减仓 |
| CMRE | COSTAMARE INC | $50.94万 | 0.00% | 36,332 | -4,014 | -9.9% | -$5.63万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $50.68万 | 0.00% | 13,676 | 596 | 4.6% | $2.21万 | 加仓 |
| MUR | MURPHY OIL CORP | $50.65万 | 0.00% | 15,558 | 123 | 0.8% | $4,005 | 加仓 |
| — | EA SERIES TRUST | $50.35万 | 0.00% | 9,111 | 2,632 | 40.6% | $14.54万 | 加仓 |
| BWA | BORGWARNER INC | $50.34万 | 0.00% | 7,581 | 1,895 | 33.3% | $12.58万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $50.32万 | 0.00% | 16,785 | 16,785 | — | $50.32万 | 新建仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $50.00万 | 0.00% | 19,547 | -316 | -1.6% | -$8,083 | 减仓 |
| SCI | SERVICE CORP INTL | $50.00万 | 0.00% | 6,581 | 1,327 | 25.3% | $10.08万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $49.74万 | 0.00% | 5,526 | 564 | 11.4% | $5.08万 | 加仓 |
| AIOT | POWERFLEET INC | $49.71万 | 0.00% | 129,796 | 47,803 | 58.3% | $18.31万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $49.59万 | 0.00% | 5,111 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A | $49.56万 | 0.00% | 34,804 | -856 | -2.4% | -$1.22万 | 减仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $49.33万 | 0.00% | 40,802 | 1,659 | 4.2% | $2.01万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $49.28万 | 0.00% | 4,836 | -15 | -0.3% | -$1,528 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $49.25万 | 0.00% | 16,004 | 286 | 1.8% | $8,801 | 加仓 |
| CVCO | CAVCO INDS INC DEL | $49.21万 | 0.00% | 801 | -95 | -10.6% | -$5.84万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $49.08万 | 0.00% | 34,298 | -223 | -0.6% | -$3,191 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $49.06万 | 0.00% | 32,616 | 269 | 0.8% | $4,046 | 加仓 |
| ATRO | ASTRONICS CORP | $49.01万 | 0.00% | 6,031 | -181 | -2.9% | -$1.47万 | 减仓 |
| KSA | ISHARES TR | $48.98万 | 0.00% | 13,128 | 265 | 2.1% | $9,887 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $48.87万 | 0.00% | 18,359 | -13,707 | -42.7% | -$36.48万 | 减仓 |
| — | FIRST CAP INC | $48.82万 | 0.00% | 7,553 | -600 | -7.4% | -$3.88万 | 减仓 |
| GDDY | GODADDY INC | $48.73万 | 0.00% | 5,741 | -33,077 | -85.2% | -$280.76万 | 减仓 |
| — | BLINK CHARGING CO | $48.62万 | 0.00% | 759,970 | 153,725 | 25.4% | $9.84万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $48.61万 | 0.00% | 12,025 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $48.57万 | 0.00% | 6,654 | 169 | 2.6% | $1.23万 | 加仓 |
| TNET | TRINET GROUP INC | $48.43万 | 0.00% | 9,786 | 9,786 | — | $48.43万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $48.39万 | 0.00% | 6,497 | 1,924 | 42.1% | $14.33万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $48.35万 | 0.00% | 16,128 | -2,905 | -15.3% | -$8.71万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $48.28万 | 0.00% | 23,364 | 474 | 2.1% | $9,795 | 加仓 |
| SABR | SABRE CORP | $48.17万 | 0.00% | 230,500 | 195,641 | 561.2% | $40.89万 | 加仓 |
| NUEM | NUSHARES ETF TR | $48.16万 | 0.00% | 11,349 | 1,979 | 21.1% | $8.40万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $48.09万 | 0.00% | 28,125 | -1,707 | -5.7% | -$2.92万 | 减仓 |
| SOFR | AMPLIFY ETF TR | $48.09万 | 0.00% | 4,803 | -702 | -12.8% | -$7.03万 | 减仓 |
| CNX | CNX RES CORP | $48.07万 | 0.00% | 14,168 | -110,241 | -88.6% | -$374.05万 | 减仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $47.98万 | 0.00% | 20,952 | 946 | 4.7% | $2.17万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $47.98万 | 0.00% | 43,658 | 178 | 0.4% | $1,956 | 加仓 |
| MGRC | MCGRATH RENTCORP | $47.90万 | 0.00% | 3,958 | 3,958 | — | $47.90万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $47.86万 | 0.00% | 13,206 | -3,070 | -18.9% | -$11.13万 | 减仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $47.85万 | 0.00% | 81,655 | -1,800 | -2.2% | -$1.05万 | 减仓 |
| UTL | UNITIL CORP | $47.70万 | 0.00% | 9,052 | -755 | -7.7% | -$3.98万 | 减仓 |