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 |
|---|---|---|---|---|---|---|---|---|
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2,472.07万 | 0.02% | 229,363 | 23,549 | 11.4% | $253.81万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $2,464.40万 | 0.02% | 263,205 | 7,373 | 2.9% | $69.03万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2,460.54万 | 0.02% | 185,673 | -19,280 | -9.4% | -$255.50万 | 减仓 |
| SAP | SAP SE | $2,452.88万 | 0.02% | 159,163 | 2,367 | 1.5% | $36.48万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $2,445.68万 | 0.02% | 175,805 | -21,389 | -10.8% | -$297.55万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $2,439.76万 | 0.02% | 974,731 | 156,936 | 19.2% | $392.81万 | 加仓 |
| HLN | HALEON PLC | $2,430.06万 | 0.02% | 2,604,559 | 422,651 | 19.4% | $394.33万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $2,420.79万 | 0.02% | 151,670 | -4,711 | -3.0% | -$75.19万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $2,417.98万 | 0.02% | 1,028,053 | -6,716 | -0.6% | -$15.80万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,416.48万 | 0.02% | 136,776 | -3,937 | -2.8% | -$69.56万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $2,412.70万 | 0.02% | 39,111 | 565 | 1.5% | $34.85万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $2,411.28万 | 0.02% | 461,932 | 75,202 | 19.4% | $392.55万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,409.10万 | 0.02% | 14,192 | 2,949 | 26.2% | $500.59万 | 加仓 |
| BRO | BROWN & BROWN INC | $2,403.96万 | 0.02% | 374,725 | 17,371 | 4.9% | $111.44万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2,382.29万 | 0.02% | 833,842 | 833,842 | — | $2,382.29万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $2,381.54万 | 0.02% | 1,008,270 | 116,524 | 13.1% | $275.23万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $2,380.79万 | 0.02% | 242,314 | -22,113 | -8.4% | -$217.27万 | 减仓 |
| EWZ | ISHARES INC | $2,376.71万 | 0.02% | 688,884 | 94,624 | 15.9% | $326.46万 | 加仓 |
| IBDV | ISHARES TR | $2,376.70万 | 0.02% | 1,090,232 | 29,945 | 2.8% | $65.28万 | 加仓 |
| XYL | XYLEM INC | $2,341.61万 | 0.02% | 198,061 | 23,590 | 13.5% | $278.90万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $2,321.04万 | 0.02% | 1,139,715 | 10,453 | 0.9% | $21.29万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,319.15万 | 0.02% | 630,547 | 35,925 | 6.0% | $132.13万 | 加仓 |
| TACK | CAPITOL SER TR | $2,318.10万 | 0.02% | 732,901 | -2,435 | -0.3% | -$7.70万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2,318.03万 | 0.02% | 1,181,763 | 1,641 | 0.1% | $3.22万 | 加仓 |
| GLNG | GOLAR LNG LTD | $2,313.71万 | 0.02% | 464,230 | -43,092 | -8.5% | -$214.77万 | 减仓 |
| ZS | ZSCALER INC | $2,311.70万 | 0.02% | 163,773 | -1,863 | -1.1% | -$26.30万 | 减仓 |
| HDV | ISHARES TR | $2,310.64万 | 0.02% | 842,993 | 17,418 | 2.1% | $47.74万 | 加仓 |
| BUXX | EA SERIES TRUST | $2,308.80万 | 0.02% | 1,140,711 | -133,540 | -10.5% | -$270.29万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2,306.97万 | 0.02% | 764,656 | -93,683 | -10.9% | -$282.64万 | 减仓 |
| NUE | NUCOR CORP | $2,306.73万 | 0.02% | 103,554 | -48,260 | -31.8% | -$1,075.02万 | 减仓 |
| MKC | MCCORMICK & CO INC | $2,305.90万 | 0.02% | 457,332 | -6,056 | -1.3% | -$30.53万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $2,303.64万 | 0.02% | 139,254 | -17,667 | -11.3% | -$292.26万 | 减仓 |
| IWS | ISHARES TR | $2,301.75万 | 0.02% | 139,810 | -989 | -0.7% | -$16.28万 | 减仓 |
| FLOT | ISHARES TR | $2,287.80万 | 0.02% | 448,144 | 171,395 | 61.9% | $874.98万 | 加仓 |
| ROST | ROSS STORES INC | $2,281.91万 | 0.02% | 107,205 | -38,405 | -26.4% | -$817.47万 | 减仓 |
| VST | VISTRA CORP | $2,278.99万 | 0.02% | 143,649 | 7,641 | 5.6% | $121.22万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $2,269.74万 | 0.02% | 307,522 | 6,813 | 2.3% | $50.28万 | 加仓 |
| RIO | RIO TINTO PLC | $2,267.95万 | 0.02% | 238,909 | 4,683 | 2.0% | $44.46万 | 加仓 |
| STT | STATE STR CORP | $2,265.90万 | 0.02% | 133,603 | -4,314 | -3.1% | -$73.17万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $2,261.77万 | 0.02% | 91,239 | 22,258 | 32.3% | $551.76万 | 加仓 |
| PCAR | PACCAR INC | $2,253.76万 | 0.02% | 187,622 | 8,767 | 4.9% | $105.31万 | 加仓 |
| NFLT | ETFIS SER TR I | $2,250.03万 | 0.02% | 980,405 | 170,907 | 21.1% | $392.23万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $2,243.43万 | 0.02% | 514,423 | -56,840 | -9.9% | -$247.88万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,242.21万 | 0.02% | 809,456 | 17,410 | 2.2% | $48.23万 | 加仓 |
| XAR | SPDR SERIES TRUST | $2,236.33万 | 0.02% | 78,782 | 916 | 1.2% | $26.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,232.97万 | 0.02% | 271,181 | 12,944 | 5.0% | $106.58万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $2,219.55万 | 0.02% | 199,400 | -6,156 | -3.0% | -$68.52万 | 减仓 |
| GARP | ISHARES TR | $2,216.51万 | 0.02% | 268,505 | 32,371 | 13.7% | $267.22万 | 加仓 |
| IJK | ISHARES TR | $2,212.44万 | 0.02% | 188,268 | -1,265 | -0.7% | -$14.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,206.20万 | 0.02% | 497,340 | 2,762 | 0.6% | $12.25万 | 加仓 |
| WY | WEYERHAEUSER CO | $2,199.07万 | 0.02% | 918,574 | -44,398 | -4.6% | -$106.29万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $2,196.98万 | 0.02% | 287,563 | -14,108 | -4.7% | -$107.79万 | 减仓 |
| IJT | ISHARES TR | $2,195.07万 | 0.02% | 122,895 | -3,441 | -2.7% | -$61.46万 | 减仓 |
| NNN | NNN REIT INC | $2,191.80万 | 0.02% | 471,049 | 12,870 | 2.8% | $59.88万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2,180.50万 | 0.02% | 28,776 | -1,811 | -5.9% | -$137.23万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $2,166.56万 | 0.02% | 132,931 | -7,070 | -5.0% | -$115.23万 | 减仓 |
| DOV | DOVER CORP | $2,166.34万 | 0.02% | 96,584 | 13,586 | 16.4% | $304.73万 | 加仓 |
| MLPX | GLOBAL X FDS | $2,153.27万 | 0.02% | 292,323 | 8,382 | 3.0% | $61.74万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $2,148.63万 | 0.02% | 1,311,336 | 47,632 | 3.8% | $78.05万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,130.71万 | 0.02% | 472,336 | -85,752 | -15.4% | -$386.83万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2,128.05万 | 0.02% | 328,519 | -464 | -0.1% | -$3.01万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,113.69万 | 0.02% | 63,961 | -8,953 | -12.3% | -$295.87万 | 减仓 |
| CWB | SPDR SERIES TRUST | $2,110.46万 | 0.02% | 195,723 | -221 | -0.1% | -$2.38万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $2,102.77万 | 0.02% | 838,755 | 27,215 | 3.4% | $68.23万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,084.03万 | 0.02% | 207,821 | 10,587 | 5.4% | $106.17万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,078.26万 | 0.02% | 316,751 | -6,211 | -1.9% | -$40.75万 | 减仓 |
| TRP | TC ENERGY CORP | $2,075.63万 | 0.02% | 313,111 | 45,723 | 17.1% | $303.10万 | 加仓 |
| SONY | SONY GROUP CORP | $2,075.08万 | 0.02% | 1,034,437 | -43,507 | -4.0% | -$87.28万 | 减仓 |
| SCZ | ISHARES TR | $2,067.80万 | 0.02% | 251,342 | 652 | 0.3% | $5.36万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,065.46万 | 0.02% | 73,475 | 3,741 | 5.4% | $105.16万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $2,057.92万 | 0.02% | 269,750 | 88,830 | 49.1% | $677.68万 | 加仓 |
| XBIL | RBB FD INC | $2,054.06万 | 0.02% | 410,810 | 78,862 | 23.8% | $394.31万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,050.92万 | 0.02% | 231,467 | -16,455 | -6.6% | -$145.80万 | 减仓 |
| VPU | VANGUARD WORLD FD | $2,036.91万 | 0.02% | 104,058 | 2,008 | 2.0% | $39.31万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $2,035.91万 | 0.02% | 122,135 | -4,677 | -3.7% | -$77.96万 | 减仓 |
| APA | APA CORPORATION | $2,032.91万 | 0.02% | 624,165 | -153,159 | -19.7% | -$498.84万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $2,027.49万 | 0.02% | 57,182 | -11,575 | -16.8% | -$410.41万 | 减仓 |
| TXT | TEXTRON INC | $2,025.85万 | 0.02% | 220,847 | 84,356 | 61.8% | $773.80万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,007.55万 | 0.02% | 209,166 | 22,151 | 11.8% | $212.60万 | 加仓 |
| LII | LENNOX INTL INC | $2,003.40万 | 0.02% | 34,964 | 4,099 | 13.3% | $234.87万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $1,996.79万 | 0.02% | 548,717 | 51,948 | 10.5% | $189.04万 | 加仓 |
| D | DOMINION ENERGY INC | $1,996.00万 | 0.02% | 292,281 | -45,528 | -13.5% | -$310.91万 | 减仓 |
| GM | GENERAL MTRS CO | $1,993.87万 | 0.02% | 258,669 | -76,752 | -22.9% | -$591.62万 | 减仓 |
| ATI | ATI INC | $1,993.49万 | 0.02% | 101,140 | 8,521 | 9.2% | $167.95万 | 加仓 |
| CCI | CROWN CASTLE INC | $1,993.48万 | 0.02% | 263,217 | -101,645 | -27.9% | -$769.81万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $1,992.77万 | 0.02% | 821,087 | -5,739 | -0.7% | -$13.93万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $1,991.76万 | 0.02% | 621,452 | 33,096 | 5.6% | $106.07万 | 加仓 |
| IBTP | ISHARES TR | $1,991.68万 | 0.02% | 784,592 | 218,560 | 38.6% | $554.81万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,986.37万 | 0.02% | 393,107 | -52,048 | -11.7% | -$263.00万 | 减仓 |
| B | BARRICK MNG CORP | $1,985.02万 | 0.02% | 540,432 | -144,473 | -21.1% | -$530.65万 | 减仓 |
| TTC | TORO CO | $1,980.95万 | 0.02% | 203,341 | -23,428 | -10.3% | -$228.24万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $1,976.20万 | 0.02% | 90,974 | 4,237 | 4.9% | $92.04万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $1,965.97万 | 0.02% | 152,334 | 3,499 | 2.4% | $45.16万 | 加仓 |
| HPQ | HP INC | $1,937.92万 | 0.02% | 883,278 | 210,360 | 31.3% | $461.53万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $1,936.88万 | 0.02% | 66,148 | 386 | 0.6% | $11.30万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,932.53万 | 0.02% | 698,926 | 73,852 | 11.8% | $204.20万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,926.97万 | 0.02% | 206,356 | -2,169 | -1.0% | -$20.25万 | 减仓 |
| — | CHART INDS INC | $1,926.41万 | 0.02% | 92,198 | -10,031 | -9.8% | -$209.59万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,926.35万 | 0.02% | 243,162 | 11,081 | 4.8% | $87.78万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,924.42万 | 0.02% | 212,736 | 29,709 | 16.2% | $268.75万 | 加仓 |