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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $4,693.27万 | 0.04% | 97,165 | -36,451 | -27.3% | -$1,760.66万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $4,665.93万 | 0.04% | 219,418 | -129,986 | -37.2% | -$2,764.16万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $4,659.95万 | 0.04% | 2,606,231 | 253,077 | 10.8% | $452.50万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $4,636.00万 | 0.04% | 140,430 | -2,755 | -1.9% | -$90.95万 | 减仓 |
| IGM | ISHARES TR | $4,616.03万 | 0.04% | 282,184 | -5,836 | -2.0% | -$95.47万 | 减仓 |
| SLV | ISHARES SILVER TR | $4,590.54万 | 0.04% | 858,525 | -156,262 | -15.4% | -$835.53万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $4,578.18万 | 0.04% | 162,530 | -2,027 | -1.2% | -$57.10万 | 减仓 |
| TIP | ISHARES TR | $4,530.13万 | 0.04% | 413,980 | 951 | 0.2% | $10.41万 | 加仓 |
| VCR | VANGUARD WORLD FD | $4,475.05万 | 0.04% | 112,833 | -161 | -0.1% | -$6.39万 | 减仓 |
| ALL | ALLSTATE CORP | $4,457.79万 | 0.04% | 187,346 | 10,824 | 6.1% | $257.55万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,385.13万 | 0.04% | 150,860 | -45,450 | -23.2% | -$1,321.12万 | 减仓 |
| WRB | BERKLEY W R CORP | $4,379.64万 | 0.04% | 620,960 | -45,769 | -6.9% | -$322.81万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $4,373.46万 | 0.04% | 868,266 | 163,439 | 23.2% | $823.24万 | 加仓 |
| FIX | COMFORT SYS USA INC | $4,344.45万 | 0.04% | 21,919 | -3,352 | -13.3% | -$664.38万 | 减仓 |
| WSO | WATSCO INC | $4,299.40万 | 0.04% | 103,164 | -7,596 | -6.9% | -$316.57万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,299.29万 | 0.04% | 87,521 | -2,914 | -3.2% | -$143.14万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $4,281.32万 | 0.04% | 558,188 | 17,184 | 3.2% | $131.80万 | 加仓 |
| IDV | ISHARES TR | $4,275.73万 | 0.04% | 1,032,039 | 42,487 | 4.3% | $176.02万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $4,270.87万 | 0.04% | 975,975 | -7,969 | -0.8% | -$34.87万 | 减仓 |
| IHDG | WISDOMTREE TR | $4,265.35万 | 0.04% | 814,323 | 39,204 | 5.1% | $205.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4,263.91万 | 0.04% | 239,223 | 53,898 | 29.1% | $960.68万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $4,254.97万 | 0.04% | 424,817 | 26,591 | 6.7% | $266.34万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,243.32万 | 0.04% | 344,647 | -42,107 | -10.9% | -$518.42万 | 减仓 |
| PSX | PHILLIPS 66 | $4,232.76万 | 0.04% | 250,347 | -3,438 | -1.4% | -$58.13万 | 减仓 |
| AON | AON PLC | $4,222.73万 | 0.04% | 127,310 | -21,825 | -14.6% | -$723.91万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,160.16万 | 0.03% | 137,298 | 7,046 | 5.4% | $213.50万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $4,157.47万 | 0.03% | 885,704 | 102,709 | 13.1% | $482.11万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $4,141.43万 | 0.03% | 1,218,069 | -56,578 | -4.4% | -$192.37万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $4,134.36万 | 0.03% | 1,661,708 | 27,926 | 1.7% | $69.48万 | 加仓 |
| CCJ | CAMECO CORP | $4,086.78万 | 0.03% | 401,207 | 73,555 | 22.4% | $749.25万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4,070.58万 | 0.03% | 128,190 | -669 | -0.5% | -$21.24万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $4,055.21万 | 0.03% | 774,756 | -198,914 | -20.4% | -$1,041.15万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $4,054.39万 | 0.03% | 235,331 | 2,333 | 1.0% | $40.19万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,036.88万 | 0.03% | 833,549 | 31,245 | 3.9% | $151.32万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $4,015.99万 | 0.03% | 174,924 | 570 | 0.3% | $13.09万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $4,015.26万 | 0.03% | 971,748 | 239,053 | 32.6% | $987.77万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $3,958.28万 | 0.03% | 273,718 | -13,729 | -4.8% | -$198.54万 | 减仓 |
| IJS | ISHARES TR | $3,939.09万 | 0.03% | 288,193 | -14,577 | -4.8% | -$199.24万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $3,899.19万 | 0.03% | 469,379 | -125,381 | -21.1% | -$1,041.55万 | 减仓 |
| GL | GLOBE LIFE INC | $3,889.98万 | 0.03% | 217,702 | -5,432 | -2.4% | -$97.06万 | 减仓 |
| USHY | ISHARES TR | $3,863.20万 | 0.03% | 1,043,544 | 39,329 | 3.9% | $145.60万 | 加仓 |
| NET | CLOUDFLARE INC | $3,859.98万 | 0.03% | 157,370 | 37,922 | 31.7% | $930.15万 | 加仓 |
| SHOP | SHOPIFY INC | $3,847.65万 | 0.03% | 336,981 | -62,079 | -15.6% | -$708.82万 | 减仓 |
| SNOW | SNOWFLAKE INC | $3,843.58万 | 0.03% | 151,022 | -55,533 | -26.9% | -$1,413.34万 | 减仓 |
| JBL | JABIL INC | $3,842.21万 | 0.03% | 99,672 | 4,503 | 4.7% | $173.58万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3,840.53万 | 0.03% | 190,496 | -2,296 | -1.2% | -$46.29万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $3,833.09万 | 0.03% | 247,086 | -7,821 | -3.1% | -$121.33万 | 减仓 |
| SUB | ISHARES TR | $3,830.62万 | 0.03% | 359,789 | 60,976 | 20.4% | $649.20万 | 加仓 |
| ICSH | ISHARES TR | $3,825.36万 | 0.03% | 756,300 | 141,621 | 23.0% | $716.32万 | 加仓 |
| HRL | HORMEL FOODS CORP | $3,817.53万 | 0.03% | 1,538,083 | 1,900 | 0.1% | $4.72万 | 加仓 |
| SYY | SYSCO CORP | $3,785.67万 | 0.03% | 452,941 | -7,296 | -1.6% | -$60.98万 | 减仓 |
| DDOG | DATADOG INC | $3,757.69万 | 0.03% | 144,327 | -59,677 | -29.3% | -$1,553.75万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $3,755.92万 | 0.03% | 738,913 | 526,569 | 248.0% | $2,676.57万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3,752.37万 | 0.03% | 247,279 | 2,720 | 1.1% | $41.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $3,750.33万 | 0.03% | 238,938 | 62,040 | 35.1% | $973.77万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $3,748.22万 | 0.03% | 56,203 | -2,719 | -4.6% | -$181.33万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $3,748.09万 | 0.03% | 363,714 | -20,332 | -5.3% | -$209.52万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,717.15万 | 0.03% | 1,230,847 | 364,248 | 42.0% | $1,100.03万 | 加仓 |
| SNPS | SYNOPSYS INC | $3,637.43万 | 0.03% | 81,546 | -4,862 | -5.6% | -$216.87万 | 减仓 |
| NDSN | NORDSON CORP | $3,625.12万 | 0.03% | 120,159 | -1,567 | -1.3% | -$47.28万 | 减仓 |
| WTV | WISDOMTREE TR | $3,617.67万 | 0.03% | 355,650 | 2,811 | 0.8% | $28.59万 | 加仓 |
| MANE | VERADERMICS INC | $3,615.87万 | 0.03% | 294,117 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $3,603.55万 | 0.03% | 897,962 | 129,690 | 16.9% | $520.45万 | 加仓 |
| VMC | VULCAN MATLS CO | $3,600.78万 | 0.03% | 122,051 | -1,558 | -1.3% | -$45.96万 | 减仓 |
| CPRT | COPART INC | $3,592.53万 | 0.03% | 1,274,398 | 312,669 | 32.5% | $881.41万 | 加仓 |
| ETR | ENTERGY CORP NEW | $3,591.31万 | 0.03% | 312,662 | 56,722 | 22.2% | $651.52万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $3,591.24万 | 0.03% | 222,301 | -13,952 | -5.9% | -$225.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,586.95万 | 0.03% | 1,218,806 | 4,000 | 0.3% | $11.77万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3,573.44万 | 0.03% | 113,589 | -4,148 | -3.5% | -$130.49万 | 减仓 |
| SPYI | NEOS ETF TRUST | $3,567.61万 | 0.03% | 671,989 | -16,850 | -2.4% | -$89.46万 | 减仓 |
| IQLT | ISHARES TR | $3,563.51万 | 0.03% | 719,179 | 21,084 | 3.0% | $104.47万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $3,562.00万 | 0.03% | 949,585 | 159,511 | 20.2% | $598.34万 | 加仓 |
| MDB | MONGODB INC | $3,561.54万 | 0.03% | 106,027 | 7,465 | 7.6% | $250.76万 | 加仓 |
| VDC | VANGUARD WORLD FD | $3,533.71万 | 0.03% | 156,697 | 11,145 | 7.7% | $251.33万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,532.68万 | 0.03% | 206,757 | 206,757 | — | $3,532.68万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $3,524.25万 | 0.03% | 962,909 | 962,909 | — | $3,524.25万 | 新建仓 |
| KR | KROGER CO | $3,520.31万 | 0.03% | 633,946 | 13,019 | 2.1% | $72.29万 | 加仓 |
| NLR | VANECK ETF TRUST | $3,515.08万 | 0.03% | 303,036 | 16,375 | 5.7% | $189.94万 | 加仓 |
| MPC | MARATHON PETE CORP | $3,494.81万 | 0.03% | 136,693 | -4,056 | -2.9% | -$103.70万 | 减仓 |
| TRGP | TARGA RES CORP | $3,485.40万 | 0.03% | 129,985 | 19,631 | 17.8% | $526.38万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $3,477.44万 | 0.03% | 300,583 | 241,398 | 407.9% | $2,792.73万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $3,470.21万 | 0.03% | 1,348,697 | 479,314 | 55.1% | $1,233.28万 | 加仓 |
| GIS | GENERAL MILLS INC | $3,451.93万 | 0.03% | 991,943 | 56,682 | 6.1% | $197.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,439.05万 | 0.03% | 275,637 | 109,455 | 65.9% | $1,365.64万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3,428.39万 | 0.03% | 289,781 | 47,313 | 19.5% | $559.76万 | 加仓 |
| FLS | FLOWSERVE CORP | $3,427.17万 | 0.03% | 462,124 | 64,153 | 16.1% | $475.77万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $3,423.47万 | 0.03% | 626,778 | -55,653 | -8.2% | -$303.98万 | 减仓 |
| DBEF | DBX ETF TR | $3,420.42万 | 0.03% | 626,121 | 18,202 | 3.0% | $99.44万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $3,412.18万 | 0.03% | 1,073,687 | 178,403 | 19.9% | $566.97万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $3,405.60万 | 0.03% | 220,725 | -475 | -0.2% | -$7.33万 | 减仓 |
| APP | APPLOVIN CORP | $3,401.27万 | 0.03% | 66,015 | -19,552 | -22.8% | -$1,007.37万 | 减仓 |
| SRE | SEMPRA | $3,379.04万 | 0.03% | 364,472 | -339 | -0.1% | -$3.14万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $3,376.93万 | 0.03% | 678,374 | -28,517 | -4.0% | -$141.96万 | 减仓 |
| GSK | GSK PLC | $3,366.48万 | 0.03% | 642,212 | 20,225 | 3.3% | $106.02万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $3,361.34万 | 0.03% | 139,491 | -23 | -0.0% | -$5,542 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $3,342.21万 | 0.03% | 90,185 | 10,541 | 13.2% | $390.64万 | 加仓 |
| AMCR | AMCOR PLC | $3,339.57万 | 0.03% | 770,371 | 41,080 | 5.6% | $178.08万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3,334.21万 | 0.03% | 365,589 | 21,820 | 6.3% | $199.00万 | 加仓 |
| IBB | ISHARES TR | $3,323.49万 | 0.03% | 174,738 | 17,420 | 11.1% | $331.33万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $3,316.49万 | 0.03% | 288,653 | -9,187 | -3.1% | -$105.55万 | 减仓 |