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 |
|---|---|---|---|---|---|---|---|---|
| MPLX | MPLX LP | $7,358.31万 | 0.06% | 1,306,287 | -24,178 | -1.8% | -$136.19万 | 减仓 |
| CVS | CVS HEALTH CORP | $7,348.67万 | 0.06% | 710,358 | -86,945 | -10.9% | -$899.45万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $7,341.05万 | 0.06% | 550,874 | 92,517 | 20.2% | $1,232.90万 | 加仓 |
| GPC | GENUINE PARTS CO | $7,280.37万 | 0.06% | 617,081 | -1,324 | -0.2% | -$15.62万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $7,232.65万 | 0.06% | 1,150,038 | -154,040 | -11.8% | -$968.77万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $7,229.60万 | 0.06% | 1,759,021 | 318,034 | 22.1% | $1,307.12万 | 加仓 |
| TMUS | T-MOBILE US INC | $7,206.88万 | 0.06% | 429,661 | 24,104 | 5.9% | $404.31万 | 加仓 |
| T | AT&T INC | $7,195.45万 | 0.06% | 3,476,051 | 47,378 | 1.4% | $98.07万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $7,181.27万 | 0.06% | 112,432 | -54,263 | -32.6% | -$3,465.89万 | 减仓 |
| EFG | ISHARES TR | $7,177.89万 | 0.06% | 576,901 | 45,986 | 8.7% | $572.16万 | 加仓 |
| NVO | NOVO-NORDISK A S | $7,169.49万 | 0.06% | 1,495,517 | 339,036 | 29.3% | $1,625.33万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $7,148.12万 | 0.06% | 1,196,740 | 11,298 | 1.0% | $67.48万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $7,134.86万 | 0.06% | 758,058 | 3,940 | 0.5% | $37.08万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $7,088.80万 | 0.06% | 514,611 | -12,650 | -2.4% | -$174.25万 | 减仓 |
| MUB | ISHARES TR | $6,972.20万 | 0.06% | 647,854 | 12,123 | 1.9% | $130.47万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $6,930.13万 | 0.06% | 737,861 | -6,436 | -0.9% | -$60.45万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $6,925.89万 | 0.06% | 718,232 | 26,605 | 3.8% | $256.55万 | 加仓 |
| DOX | AMDOCS LTD | $6,871.63万 | 0.06% | 1,359,637 | 72,957 | 5.7% | $368.73万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $6,871.49万 | 0.06% | 1,122,247 | 115,519 | 11.5% | $707.32万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $6,823.29万 | 0.06% | 1,970,907 | 168,253 | 9.3% | $582.49万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $6,746.42万 | 0.06% | 865,925 | 25,307 | 3.0% | $197.17万 | 加仓 |
| EMN | EASTMAN CHEM CO | $6,731.78万 | 0.06% | 1,005,044 | -10,477 | -1.0% | -$70.17万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $6,715.67万 | 0.06% | 988,616 | -3,291 | -0.3% | -$22.36万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $6,617.92万 | 0.06% | 2,969,004 | 344,819 | 13.1% | $768.60万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $6,585.53万 | 0.05% | 732,893 | 10,753 | 1.5% | $96.62万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $6,519.00万 | 0.05% | 608,503 | -96,681 | -13.7% | -$1,035.76万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $6,503.23万 | 0.05% | 339,050 | 62,080 | 22.4% | $1,190.74万 | 加仓 |
| VHT | VANGUARD WORLD FD | $6,494.35万 | 0.05% | 217,181 | 7,425 | 3.5% | $222.03万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $6,348.10万 | 0.05% | 1,427,183 | 191,619 | 15.5% | $852.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $6,292.30万 | 0.05% | 1,968,184 | 27,637 | 1.4% | $88.36万 | 加仓 |
| SOXX | ISHARES TR | $6,284.57万 | 0.05% | 98,074 | 874 | 0.9% | $56.01万 | 加仓 |
| MGV | VANGUARD WORLD FD | $6,271.71万 | 0.05% | 383,716 | 17,952 | 4.9% | $293.42万 | 加仓 |
| GOVT | ISHARES TR | $6,268.46万 | 0.05% | 2,751,738 | 307,260 | 12.6% | $699.94万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $6,258.71万 | 0.05% | 382,609 | 8,576 | 2.3% | $140.29万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $6,239.23万 | 0.05% | 347,425 | 7,343 | 2.2% | $131.87万 | 加仓 |
| USFR | WISDOMTREE TR | $6,221.53万 | 0.05% | 1,235,653 | 128,263 | 11.6% | $645.81万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $6,213.13万 | 0.05% | 365,151 | 9,197 | 2.6% | $156.49万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $6,199.05万 | 0.05% | 1,527,434 | 54,326 | 3.7% | $220.48万 | 加仓 |
| HEI/A | HEICO CORP NEW | $6,132.10万 | 0.05% | 237,761 | 5,668 | 2.4% | $146.18万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $6,122.68万 | 0.05% | 2,228,862 | 136,486 | 6.5% | $374.93万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $6,086.50万 | 0.05% | 1,096,641 | -53,354 | -4.6% | -$296.12万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $6,062.44万 | 0.05% | 516,912 | -130,476 | -20.2% | -$1,530.25万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $6,029.59万 | 0.05% | 729,532 | 4,856 | 0.7% | $40.13万 | 加仓 |
| PGR | PROGRESSIVE CORP | $6,017.74万 | 0.05% | 275,475 | 121,194 | 78.6% | $2,647.48万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $6,000.70万 | 0.05% | 2,195,645 | 291,032 | 15.3% | $795.39万 | 加仓 |
| IXUS | ISHARES TR | $5,962.79万 | 0.05% | 624,773 | 37,135 | 6.3% | $354.41万 | 加仓 |
| FEOE | RBB FUND TRUST | $5,962.53万 | 0.05% | 1,116,579 | 123,018 | 12.4% | $656.92万 | 加仓 |
| VFH | VANGUARD WORLD FD | $5,940.28万 | 0.05% | 451,392 | -11,360 | -2.5% | -$149.50万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $5,939.87万 | 0.05% | 1,564,764 | 295,414 | 23.3% | $1,121.40万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $5,905.43万 | 0.05% | 1,213,621 | -22,778 | -1.8% | -$110.84万 | 减仓 |
| IYW | ISHARES TR | $5,895.21万 | 0.05% | 233,713 | -12,942 | -5.2% | -$326.45万 | 减仓 |
| EFV | ISHARES TR | $5,888.58万 | 0.05% | 769,246 | -507,894 | -39.8% | -$3,887.93万 | 减仓 |
| VIS | VANGUARD WORLD FD | $5,863.70万 | 0.05% | 162,687 | 3,988 | 2.5% | $143.74万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $5,815.85万 | 0.05% | 384,289 | 6,024 | 1.6% | $91.17万 | 加仓 |
| SHLD | GLOBAL X FDS | $5,812.50万 | 0.05% | 973,435 | 394,697 | 68.2% | $2,356.78万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $5,760.03万 | 0.05% | 394,231 | 5,599 | 1.4% | $81.81万 | 加仓 |
| FLXR | TCW ETF TRUST | $5,755.96万 | 0.05% | 1,467,980 | 287,417 | 24.3% | $1,126.96万 | 加仓 |
| MMM | 3M CO | $5,744.48万 | 0.05% | 354,787 | -15,043 | -4.1% | -$243.57万 | 减仓 |
| USMV | ISHARES TR | $5,740.41万 | 0.05% | 595,110 | -61,196 | -9.3% | -$590.29万 | 减仓 |
| COHR | COHERENT CORP | $5,592.04万 | 0.05% | 141,761 | 8,834 | 6.6% | $348.47万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $5,581.21万 | 0.05% | 2,676,194 | 239,531 | 9.8% | $499.54万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $5,508.72万 | 0.05% | 282,992 | 2,732 | 1.0% | $53.18万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $5,473.29万 | 0.05% | 628,812 | -20,534 | -3.2% | -$178.73万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $5,442.15万 | 0.05% | 1,625,007 | 48,253 | 3.1% | $161.60万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $5,416.84万 | 0.05% | 148,109 | -418 | -0.3% | -$15.29万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $5,403.20万 | 0.04% | 874,870 | -7,884 | -0.9% | -$48.69万 | 减仓 |
| BBY | BEST BUY INC | $5,399.55万 | 0.04% | 711,592 | -5,893 | -0.8% | -$44.72万 | 减仓 |
| AFL | AFLAC INC | $5,397.50万 | 0.04% | 460,337 | 957 | 0.2% | $11.22万 | 加仓 |
| FLEX | FLEX LTD | $5,359.62万 | 0.04% | 330,698 | -65,021 | -16.4% | -$1,053.79万 | 减仓 |
| ITA | ISHARES TR | $5,308.75万 | 0.04% | 218,958 | 3,009 | 1.4% | $72.95万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $5,277.68万 | 0.04% | 1,246,791 | 170,025 | 15.8% | $719.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,256.71万 | 0.04% | 598,167 | 255,380 | 74.5% | $2,244.29万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $5,253.51万 | 0.04% | 211,477 | 20,767 | 10.9% | $515.89万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $5,251.39万 | 0.04% | 532,643 | 10,645 | 2.0% | $104.95万 | 加仓 |
| AGZ | ISHARES TR | $5,229.76万 | 0.04% | 478,573 | 31,828 | 7.1% | $347.81万 | 加仓 |
| XBI | SPDR SERIES TRUST | $5,227.37万 | 0.04% | 330,315 | 39,358 | 13.5% | $622.86万 | 加仓 |
| BOND | PIMCO ETF TR | $5,225.23万 | 0.04% | 566,667 | 88,156 | 18.4% | $812.88万 | 加仓 |
| EOG | EOG RES INC | $5,214.56万 | 0.04% | 401,953 | -11,365 | -2.7% | -$147.44万 | 减仓 |
| MCK | MCKESSON CORP | $5,202.00万 | 0.04% | 68,837 | -2,127 | -3.0% | -$160.74万 | 减仓 |
| NVS | NOVARTIS AG | $5,176.72万 | 0.04% | 330,309 | 12,592 | 4.0% | $197.35万 | 加仓 |
| AMLP | ALPS ETF TR | $5,152.26万 | 0.04% | 993,674 | -30,709 | -3.0% | -$159.23万 | 减仓 |
| TTE | TOTALENERGIES SE | $5,146.10万 | 0.04% | 661,790 | -82,092 | -11.0% | -$638.35万 | 减仓 |
| CTVA | CORTEVA INC | $5,110.19万 | 0.04% | 603,396 | -7,545 | -1.2% | -$63.90万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5,101.76万 | 0.04% | 72,534 | -34,312 | -32.1% | -$2,413.37万 | 减仓 |
| IPAC | ISHARES TR | $5,001.84万 | 0.04% | 610,501 | 6,988 | 1.2% | $57.25万 | 加仓 |
| PYLD | PIMCO ETF TR | $4,993.12万 | 0.04% | 1,882,771 | 283,455 | 17.7% | $751.72万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $4,979.33万 | 0.04% | 97,756 | 3,651 | 3.9% | $185.97万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $4,966.51万 | 0.04% | 316,418 | -2,328 | -0.7% | -$36.54万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $4,941.31万 | 0.04% | 207,994 | -853 | -0.4% | -$20.26万 | 减仓 |
| INTU | INTUIT | $4,935.25万 | 0.04% | 189,077 | -141,417 | -42.8% | -$3,691.24万 | 减仓 |
| DVY | ISHARES TR | $4,929.12万 | 0.04% | 315,359 | 3,537 | 1.1% | $55.28万 | 加仓 |
| CIEN | CIENA CORP | $4,920.80万 | 0.04% | 100,310 | -2,301 | -2.2% | -$112.88万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $4,920.65万 | 0.04% | 36,941 | -5,199 | -12.3% | -$692.52万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $4,898.46万 | 0.04% | 1,071,882 | 168,431 | 18.6% | $769.72万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $4,893.51万 | 0.04% | 2,640,857 | 2,138 | 0.1% | $3.96万 | 加仓 |
| UL | UNILEVER PLC | $4,885.14万 | 0.04% | 812,563 | 6,508 | 0.8% | $39.13万 | 加仓 |
| DGRW | WISDOMTREE TR | $4,845.32万 | 0.04% | 506,722 | 15,852 | 3.2% | $151.58万 | 加仓 |
| NEM | NEWMONT CORP | $4,827.98万 | 0.04% | 516,908 | -39,888 | -7.2% | -$372.56万 | 减仓 |
| CME | CME GROUP INC | $4,712.88万 | 0.04% | 213,416 | -8,041 | -3.6% | -$177.57万 | 减仓 |
| VDE | VANGUARD WORLD FD | $4,693.84万 | 0.04% | 312,646 | 11,209 | 3.7% | $168.28万 | 加仓 |