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 |
|---|---|---|---|---|---|---|---|---|
| CRH | CRH PLC | $1,527.27万 | 0.01% | 142,735 | 58,264 | 69.0% | $623.43万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1,520.68万 | 0.01% | 38,969 | -151 | -0.4% | -$5.89万 | 减仓 |
| GGG | GRACO INC | $1,517.67万 | 0.01% | 200,721 | -6,812 | -3.3% | -$51.51万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $1,513.77万 | 0.01% | 296,788 | 70,851 | 31.4% | $361.38万 | 加仓 |
| PTL | NORTHERN LTS FD TR IV | $1,508.61万 | 0.01% | 52,732 | 1,370 | 2.7% | $39.19万 | 加仓 |
| BAP | CREDICORP LTD | $1,507.66万 | 0.01% | 38,697 | -632 | -1.6% | -$24.62万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $1,506.08万 | 0.01% | 359,359 | 141,361 | 64.8% | $592.45万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,499.84万 | 0.01% | 180,029 | 6,825 | 3.9% | $56.86万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,498.68万 | 0.01% | 26,733 | 2,608 | 10.8% | $146.21万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,494.36万 | 0.01% | 293,012 | 43,804 | 17.6% | $223.40万 | 加仓 |
| DHI | D R HORTON INC | $1,492.71万 | 0.01% | 91,640 | -7,475 | -7.5% | -$121.76万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,485.83万 | 0.01% | 838,027 | -336,586 | -28.7% | -$596.77万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $1,479.76万 | 0.01% | 147,872 | 25,508 | 20.8% | $255.26万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,479.20万 | 0.01% | 170,826 | -12,762 | -7.0% | -$110.51万 | 减仓 |
| FRMI | FERMI INC | $1,478.37万 | 0.01% | 1,613,946 | 499,159 | 44.8% | $457.23万 | 加仓 |
| EQT | EQT CORP | $1,475.60万 | 0.01% | 277,520 | 6,395 | 2.4% | $34.00万 | 加仓 |
| COO | COOPER COS INC | $1,473.26万 | 0.01% | 205,447 | -52,522 | -20.4% | -$376.64万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,471.98万 | 0.01% | 82,942 | -6,933 | -7.7% | -$123.04万 | 减仓 |
| OEF | ISHARES TR | $1,471.73万 | 0.01% | 40,223 | 15,764 | 64.5% | $576.79万 | 加仓 |
| VTRS | VIATRIS INC | $1,468.67万 | 0.01% | 924,858 | 1,072 | 0.1% | $1.70万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,461.77万 | 0.01% | 572,792 | 4,695 | 0.8% | $11.98万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1,456.18万 | 0.01% | 89,163 | -26,042 | -22.6% | -$425.31万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $1,435.80万 | 0.01% | 293,830 | 187,891 | 177.4% | $918.13万 | 加仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $1,430.13万 | 0.01% | 287,348 | 45,824 | 19.0% | $228.07万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,426.77万 | 0.01% | 26,941 | -11,536 | -30.0% | -$610.94万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $1,425.45万 | 0.01% | 597,670 | 4,490 | 0.8% | $10.71万 | 加仓 |
| IBDU | ISHARES TR | $1,420.95万 | 0.01% | 613,536 | 50,468 | 9.0% | $116.88万 | 加仓 |
| F | FORD MTR CO | $1,420.22万 | 0.01% | 1,021,733 | -344,380 | -25.2% | -$478.69万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $1,413.01万 | 0.01% | 176,454 | 3,421 | 2.0% | $27.39万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $1,405.76万 | 0.01% | 72,538 | 14,369 | 24.7% | $278.47万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1,396.69万 | 0.01% | 147,520 | 12,578 | 9.3% | $119.09万 | 加仓 |
| XSOE | WISDOMTREE TR | $1,395.99万 | 0.01% | 283,853 | -1,364 | -0.5% | -$6.71万 | 减仓 |
| DEM | WISDOMTREE TR | $1,395.37万 | 0.01% | 259,407 | 7,241 | 2.9% | $38.95万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,394.87万 | 0.01% | 191,523 | 10,925 | 6.0% | $79.57万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $1,386.89万 | 0.01% | 285,547 | -123,788 | -30.2% | -$601.23万 | 减仓 |
| TPR | TAPESTRY INC | $1,386.74万 | 0.01% | 94,735 | 15,821 | 20.0% | $231.59万 | 加仓 |
| KWEB | KRANESHARES TRUST | $1,384.41万 | 0.01% | 565,758 | 208,656 | 58.4% | $510.58万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,383.23万 | 0.01% | 354,583 | 14,062 | 4.1% | $54.86万 | 加仓 |
| MSTR | STRATEGY INC | $1,382.01万 | 0.01% | 158,979 | -14,827 | -8.5% | -$128.89万 | 减仓 |
| TTAN | SERVICETITAN INC | $1,379.77万 | 0.01% | 195,131 | -24,531 | -11.2% | -$173.46万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,379.18万 | 0.01% | 215,446 | 20,387 | 10.5% | $130.51万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $1,377.54万 | 0.01% | 180,237 | -84,168 | -31.8% | -$643.29万 | 减仓 |
| PCG | PG&E CORP | $1,376.66万 | 0.01% | 818,462 | -82,601 | -9.2% | -$138.94万 | 减仓 |
| SAN | BANCO SANTANDER SA | $1,376.46万 | 0.01% | 997,435 | -45,931 | -4.4% | -$63.38万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,365.40万 | 0.01% | 188,900 | 2,473 | 1.3% | $17.88万 | 加仓 |
| WAB | WABTEC | $1,362.51万 | 0.01% | 50,537 | 3,586 | 7.6% | $96.68万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $1,361.83万 | 0.01% | 477,834 | -67,038 | -12.3% | -$191.06万 | 减仓 |
| MKSI | MKS INC. | $1,358.60万 | 0.01% | 30,544 | 4,702 | 18.2% | $209.15万 | 加仓 |
| TSN | TYSON FOODS INC | $1,358.12万 | 0.01% | 237,222 | 5,124 | 2.2% | $29.34万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,357.06万 | 0.01% | 334,084 | 93,576 | 38.9% | $380.11万 | 加仓 |
| RLI | RLI CORP | $1,349.42万 | 0.01% | 228,443 | -9,869 | -4.1% | -$58.30万 | 减仓 |
| IJJ | ISHARES TR | $1,345.90万 | 0.01% | 91,079 | 2,559 | 2.9% | $37.81万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1,345.55万 | 0.01% | 570,629 | 10,839 | 1.9% | $25.56万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,341.12万 | 0.01% | 236,154 | 79,396 | 50.6% | $450.89万 | 加仓 |
| OC | OWENS CORNING NEW | $1,336.56万 | 0.01% | 84,081 | -4,385 | -5.0% | -$69.70万 | 减仓 |
| IYT | ISHARES TR | $1,333.12万 | 0.01% | 153,671 | 125,836 | 452.1% | $1,091.65万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $1,328.19万 | 0.01% | 91,109 | 28,814 | 46.3% | $420.05万 | 加仓 |
| ACWI | ISHARES TR | $1,327.04万 | 0.01% | 84,542 | 8,836 | 11.7% | $138.70万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $1,325.73万 | 0.01% | 212,251 | -39,847 | -15.8% | -$248.89万 | 减仓 |
| WAT | WATERS CORP | $1,325.52万 | 0.01% | 35,344 | -19,057 | -35.0% | -$714.70万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $1,318.49万 | 0.01% | 1,123,071 | 34,742 | 3.2% | $40.79万 | 加仓 |
| HUM | HUMANA INC | $1,318.16万 | 0.01% | 33,176 | 7,273 | 28.1% | $288.97万 | 加仓 |
| TER | TERADYNE INC | $1,313.61万 | 0.01% | 27,147 | 9,042 | 49.9% | $437.53万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,311.66万 | 0.01% | 135,938 | 8,037 | 6.3% | $77.55万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $1,311.65万 | 0.01% | 1,180,601 | 99,506 | 9.2% | $110.55万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1,309.15万 | 0.01% | 89,452 | -1,473 | -1.6% | -$21.56万 | 减仓 |
| ONDS | ONDAS INC | $1,305.93万 | 0.01% | 1,584,869 | 733,478 | 86.2% | $604.39万 | 加仓 |
| SAIA | SAIA INC | $1,304.95万 | 0.01% | 30,985 | -4,636 | -13.0% | -$195.25万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,299.64万 | 0.01% | 44,438 | 5,202 | 13.3% | $152.14万 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $1,293.96万 | 0.01% | 528,134 | -25,772 | -4.7% | -$63.14万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1,289.87万 | 0.01% | 335,017 | 89,819 | 36.6% | $345.82万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,282.08万 | 0.01% | 93,215 | 20,603 | 28.4% | $283.37万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,279.22万 | 0.01% | 440,958 | 15,794 | 3.7% | $45.82万 | 加仓 |
| AOR | ISHARES TR | $1,278.74万 | 0.01% | 183,986 | 4,855 | 2.7% | $33.74万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $1,277.00万 | 0.01% | 182,101 | 2,725 | 1.5% | $19.11万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1,275.49万 | 0.01% | 115,298 | 2,751 | 2.4% | $30.43万 | 加仓 |
| BCI | ABRDN ETFS | $1,274.85万 | 0.01% | 570,658 | 5,379 | 1.0% | $12.02万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $1,273.58万 | 0.01% | 93,894 | -195,923 | -67.6% | -$2,657.51万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,273.16万 | 0.01% | 75,486 | 502 | 0.7% | $8.47万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,272.34万 | 0.01% | 33,450 | 7,421 | 28.5% | $282.27万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,271.41万 | 0.01% | 651,173 | -42,308 | -6.1% | -$82.61万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $1,265.78万 | 0.01% | 559,090 | 8,997 | 1.6% | $20.37万 | 加仓 |
| ACWX | ISHARES TR | $1,265.13万 | 0.01% | 166,228 | 6,790 | 4.3% | $51.68万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $1,259.05万 | 0.01% | 309,718 | 13,400 | 4.5% | $54.47万 | 加仓 |
| IWV | ISHARES TR | $1,258.74万 | 0.01% | 29,521 | 690 | 2.4% | $29.42万 | 加仓 |
| RBA | RB GLOBAL INC | $1,255.83万 | 0.01% | 107,842 | -57,621 | -34.8% | -$671.00万 | 减仓 |
| TRI | THOMSON REUTERS CORP | $1,255.44万 | 0.01% | 153,722 | -12,364 | -7.4% | -$100.98万 | 减仓 |
| AN | AUTONATION INC | $1,255.03万 | 0.01% | 67,551 | 357 | 0.5% | $6.63万 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $1,250.09万 | 0.01% | 98,175 | -5,619 | -5.4% | -$71.55万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $1,246.30万 | 0.01% | 792,810 | 105,955 | 15.4% | $166.56万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,244.60万 | 0.01% | 273,598 | 11,159 | 4.3% | $50.76万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $1,243.99万 | 0.01% | 245,462 | -9,471 | -3.7% | -$48.00万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,242.39万 | 0.01% | 136,212 | 17,941 | 15.2% | $163.64万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $1,242.28万 | 0.01% | 495,723 | 10,533 | 2.2% | $26.40万 | 加仓 |
| CDW | CDW CORP | $1,241.44万 | 0.01% | 88,270 | -48,302 | -35.4% | -$679.33万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1,239.73万 | 0.01% | 596,599 | 92,034 | 18.2% | $191.25万 | 加仓 |
| IBTI | ISHARES TR | $1,234.06万 | 0.01% | 557,388 | 2,487 | 0.4% | $5.51万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $1,233.57万 | 0.01% | 348,956 | 63,707 | 22.3% | $225.21万 | 加仓 |
| DCI | DONALDSON INC | $1,229.86万 | 0.01% | 136,980 | -6,586 | -4.6% | -$59.13万 | 减仓 |
| R | RYDER SYS INC | $1,229.77万 | 0.01% | 46,623 | 18,721 | 67.1% | $493.80万 | 加仓 |