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 |
|---|---|---|---|---|---|---|---|---|
| OBK | ORIGIN BANCORP INC | $40.97万 | 0.00% | 8,010 | -44 | -0.5% | -$2,251 | 减仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $40.94万 | 0.00% | 26,949 | -458 | -1.7% | -$6,957 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $40.91万 | 0.00% | 6,367 | 2,339 | 58.1% | $15.03万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $40.84万 | 0.00% | 73,723 | -800 | -1.1% | -$4,432 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $40.81万 | 0.00% | 47,174 | -25,942 | -35.5% | -$22.44万 | 减仓 |
| — | ALPS ETF TR | $40.78万 | 0.00% | 4,265 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $40.72万 | 0.00% | 9,773 | 750 | 8.3% | $3.13万 | 加仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $40.59万 | 0.00% | 54,260 | 6,953 | 14.7% | $5.20万 | 加仓 |
| USXF | ISHARES TR | $40.57万 | 0.00% | 5,842 | -503 | -7.9% | -$3.49万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $40.46万 | 0.00% | 35,711 | 4,075 | 12.9% | $4.62万 | 加仓 |
| RIG | TRANSOCEAN LTD | $40.38万 | 0.00% | 82,583 | 9,488 | 13.0% | $4.64万 | 加仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $40.35万 | 0.00% | 12,770 | -3,167 | -19.9% | -$10.01万 | 减仓 |
| RDN | RADIAN GROUP INC | $40.28万 | 0.00% | 10,693 | 184 | 1.8% | $6,931 | 加仓 |
| HCC | WARRIOR MET COAL INC | $40.23万 | 0.00% | 4,956 | 4,956 | — | $40.23万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $40.22万 | 0.00% | 13,850 | -1,655 | -10.7% | -$4.81万 | 减仓 |
| — | KKR & CO INC | $40.05万 | 0.00% | 10,050 | 5,300 | 111.6% | $21.12万 | 重新持有 |
| FLRN | SPDR SERIES TRUST | $39.97万 | 0.00% | 12,958 | 626 | 5.1% | $1.93万 | 加仓 |
| HBT | HBT FINL INC. | $39.91万 | 0.00% | 12,477 | 0 | 0.0% | — | 不变 |
| TLS | TELOS CORP MD | $39.84万 | 0.00% | 86,617 | 18,631 | 27.4% | $8.57万 | 加仓 |
| PNTG | PENNANT GROUP INC | $39.84万 | 0.00% | 10,781 | -4,778 | -30.7% | -$17.65万 | 减仓 |
| ARKF | ARK ETF TR | $39.58万 | 0.00% | 10,031 | -2,738 | -21.4% | -$10.80万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $39.55万 | 0.00% | 2,755 | -2,407 | -46.6% | -$34.56万 | 减仓 |
| XCCC | BONDBLOXX ETF TRUST | $39.55万 | 0.00% | 10,816 | -625 | -5.5% | -$2.29万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $39.39万 | 0.00% | 11,797 | -11,978 | -50.4% | -$39.99万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $39.35万 | 0.00% | 15,783 | 4,280 | 37.2% | $10.67万 | 加仓 |
| FNB | F N B CORP | $39.30万 | 0.00% | 20,599 | -4,079 | -16.5% | -$7.78万 | 减仓 |
| SSYS | STRATASYS LTD | $39.30万 | 0.00% | 45,907 | 11,556 | 33.6% | $9.89万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $39.25万 | 0.00% | 4,300 | -400 | -8.5% | -$3.65万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $39.13万 | 0.00% | 27,004 | 1,135 | 4.4% | $1.64万 | 加仓 |
| STBA | S & T BANCORP INC | $39.10万 | 0.00% | 7,967 | 83 | 1.1% | $4,074 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $39.09万 | 0.00% | 10,102 | 762 | 8.2% | $2.95万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $38.96万 | 0.00% | 4,346 | -64 | -1.5% | -$5,738 | 减仓 |
| ADT | ADT INC DEL | $38.93万 | 0.00% | 59,892 | 34 | 0.1% | $221 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $38.89万 | 0.00% | 38,582 | 1,568 | 4.2% | $1.58万 | 加仓 |
| HTFL | HEARTFLOW INC | $38.78万 | 0.00% | 13,217 | -82 | -0.6% | -$2,406 | 减仓 |
| DOCS | DOXIMITY INC | $38.73万 | 0.00% | 18,673 | -28,997 | -60.8% | -$60.14万 | 减仓 |
| ASLV | ALLSPRING EXCHANGE TRADED FU | $38.70万 | 0.00% | 12,894 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $38.53万 | 0.00% | 48,582 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $38.31万 | 0.00% | 5,992 | 461 | 8.3% | $2.95万 | 加仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $38.30万 | 0.00% | 62,270 | 807 | 1.3% | $4,963 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $38.24万 | 0.00% | 5,045 | 5,045 | — | $38.24万 | 新建仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $38.24万 | 0.00% | 10,448 | 38 | 0.4% | $1,391 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $38.20万 | 0.00% | 15,082 | 15,082 | — | $38.20万 | 新建仓 |
| CELC | CELCUITY INC | $38.13万 | 0.00% | 3,645 | 1,668 | 84.4% | $17.45万 | 加仓 |
| KN | KNOWLES CORP | $38.10万 | 0.00% | 9,184 | -2,680 | -22.6% | -$11.12万 | 减仓 |
| ELM | SERIES PORTFOLIOS TR | $38.04万 | 0.00% | 12,984 | 12,984 | — | $38.04万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $37.87万 | 0.00% | 34,938 | 9,715 | 38.5% | $10.53万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $37.84万 | 0.00% | 11,400 | -51 | -0.4% | -$1,693 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $37.82万 | 0.00% | 18,860 | -13 | -0.1% | -$261 | 减仓 |
| — | WESTERN ASSET INVT GRADE OPP | $37.76万 | 0.00% | 23,441 | 999 | 4.5% | $1.61万 | 加仓 |
| — | SPDR SERIES TRUST | $37.71万 | 0.00% | 3,334 | 3,334 | — | $37.71万 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $37.69万 | 0.00% | 33,029 | 367 | 1.1% | $4,187 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $37.55万 | 0.00% | 3,004 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $37.47万 | 0.00% | 10,073 | 1,780 | 21.5% | $6.62万 | 加仓 |
| ICUI | ICU MED INC | $37.41万 | 0.00% | 2,552 | -76 | -2.9% | -$1.11万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $37.40万 | 0.00% | 17,701 | -13,226 | -42.8% | -$27.95万 | 减仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $37.39万 | 0.00% | 44,357 | -1,266 | -2.8% | -$1.07万 | 减仓 |
| ASHR | DBX ETF TR | $37.36万 | 0.00% | 10,190 | 10,190 | — | $37.36万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $37.28万 | 0.00% | 9,299 | 2,685 | 40.6% | $10.76万 | 加仓 |
| — | BITWISE XRP ETF | $37.27万 | 0.00% | 31,967 | 19,512 | 156.7% | $22.75万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $37.27万 | 0.00% | 8,933 | 215 | 2.5% | $8,970 | 加仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $37.25万 | 0.00% | 10,471 | -5,822 | -35.7% | -$20.71万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $37.11万 | 0.00% | 10,686 | -1,404 | -11.6% | -$4.88万 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $37.02万 | 0.00% | 18,084 | 338 | 1.9% | $6,919 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $36.99万 | 0.00% | 23,309 | -631 | -2.6% | -$1.00万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $36.98万 | 0.00% | 5,487 | 131 | 2.4% | $8,829 | 加仓 |
| KOD | KODIAK SCIENCES INC | $36.92万 | 0.00% | 9,476 | 9,476 | — | $36.92万 | 新建仓 |
| AROW | ARROW FINL CORP | $36.85万 | 0.00% | 8,991 | 8,991 | — | $36.85万 | 新建仓 |
| PTRN | PATTERN GROUP INC | $36.82万 | 0.00% | 14,616 | 335 | 2.3% | $8,439 | 加仓 |
| — | SONO TEK CORP | $36.72万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| CASH | PATHWARD FINANCIAL INC | $36.65万 | 0.00% | 4,210 | -99 | -2.3% | -$8,619 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $36.60万 | 0.00% | 63,215 | 48 | 0.1% | $278 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $36.47万 | 0.00% | 7,886 | 10 | 0.1% | $462 | 加仓 |
| — | BRC INC | $36.46万 | 0.00% | 328,460 | -2,000 | -0.6% | -$2,220 | 减仓 |
| CAMT | CAMTEK LTD | $36.46万 | 0.00% | 2,235 | -1,244 | -35.8% | -$20.29万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $36.36万 | 0.00% | 3,521 | 557 | 18.8% | $5.75万 | 加仓 |
| IDOG | ALPS ETF TR | $36.36万 | 0.00% | 8,828 | 167 | 1.9% | $6,878 | 加仓 |
| ROE | EA SERIES TRUST | $36.33万 | 0.00% | 8,522 | 8,522 | — | $36.33万 | 新建仓 |
| MAC | MACERICH CO | $36.27万 | 0.00% | 14,400 | 3,129 | 27.8% | $7.88万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $36.14万 | 0.00% | 3,225 | 1 | 0.0% | $112 | 加仓 |
| LAUR | LAUREATE ED INC | $36.14万 | 0.00% | 9,951 | 3,952 | 65.9% | $14.35万 | 重新持有 |
| KE | KIMBALL ELECTRONICS INC | $35.93万 | 0.00% | 14,034 | 133 | 1.0% | $3,405 | 加仓 |
| AIPO | TIDAL TRUST II | $35.83万 | 0.00% | 10,724 | 10,724 | — | $35.83万 | 新建仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $35.83万 | 0.00% | 19,599 | 19,599 | — | $35.83万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $35.72万 | 0.00% | 3,051 | 3,051 | — | $35.72万 | 新建仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $35.67万 | 0.00% | 6,873 | 1,261 | 22.5% | $6.54万 | 加仓 |
| — | NUVEEN N Y MUN VALUE FD | $35.64万 | 0.00% | 40,783 | -2,361 | -5.5% | -$2.06万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $35.59万 | 0.00% | 75,566 | 4,096 | 5.7% | $1.93万 | 加仓 |
| CRUX | COLUMBIA ETF TR I | $35.56万 | 0.00% | 11,861 | 11,861 | — | $35.56万 | 新建仓 |
| HYGV | FLEXSHARES TR | $35.51万 | 0.00% | 8,821 | -192 | -2.1% | -$7,730 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $35.48万 | 0.00% | 11,253 | -868 | -7.2% | -$2.74万 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $35.31万 | 0.00% | 8,220 | -1,475 | -15.2% | -$6.34万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $35.24万 | 0.00% | 14,419 | 2,148 | 17.5% | $5.25万 | 加仓 |
| KVYO | KLAVIYO INC | $35.21万 | 0.00% | 23,320 | -1,566 | -6.3% | -$2.36万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $35.16万 | 0.00% | 25,223 | -4,215 | -14.3% | -$5.88万 | 减仓 |
| IXG | ISHARES TR | $35.14万 | 0.00% | 2,823 | -76 | -2.6% | -$9,459 | 减仓 |
| BGRN | ISHARES TR | $35.12万 | 0.00% | 7,398 | 416 | 6.0% | $1.97万 | 加仓 |
| MSMR | ETF SER SOLUTIONS | $35.03万 | 0.00% | 9,962 | 9,962 | — | $35.03万 | 新建仓 |
| — | GLOBAL X FDS | $34.94万 | 0.00% | 9,059 | -50 | -0.5% | -$1,929 | 减仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $34.93万 | 0.00% | 66,278 | -4,752 | -6.7% | -$2.50万 | 减仓 |