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Stifel Financial Corp

SEC CIK
0000720672
最新申報
2026/8/12

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/8/14 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
3,462
較 2025 年第 1 季 +16
總值
$1,028 億
較 2025 年第 1 季 +$87.3 億 (+9.3%)
申報日
2025/8/14
SEC
Stifel Financial Corp 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock7,162,674$35.6 億3.5%−1,0050.0%減碼歷史
NVDANVIDIA CorpStock18,173,525$28.7 億2.8%+52,098+0.3%加碼歷史
AAPLApple Inc.Stock11,419,668$23.4 億2.3%−104,237−0.9%減碼歷史
AMZNAmazon Com IncStock8,450,839$18.5 億1.8%+140,573+1.7%加碼歷史
AVGOBroadcom Inc.Stock4,926,014$13.6 億1.3%+90,346+1.9%加碼歷史
VVisa Inc.Stock3,552,784$12.6 億1.2%−134,723−3.7%減碼歷史
JPMJPMorgan Chase & CoStock4,086,843$11.8 億1.2%−25,911−0.6%減碼歷史
GOOGLAlphabet Inc.Stock6,282,364$11.1 億1.1%−254,080−3.9%減碼歷史
WMTWalmart Inc.Stock10,624,753$10.4 億1.0%−139,796−1.3%減碼歷史
SPYSPDR S&P 500 ETF TrustETF1,658,321$10.2 億1.0%+57,807+3.6%加碼歷史
METAMeta Platforms, Inc.Stock1,365,212$10.1 億1.0%+55,364+4.2%加碼歷史
HDHome Depot, Inc.Stock2,533,019$9.29 億0.9%+39,535+1.6%加碼歷史
Vanguard S&P 500 ETF922908363ETF1,535,199$8.72 億0.8%+56,118+3.8%加碼–
iShares Core MSCI Eafe ETF46432F842ETF9,888,890$8.26 億0.8%−266,723−2.6%減碼–
PEPPepsiCo IncStock6,203,902$8.19 億0.8%+190,913+3.2%加碼歷史
iShares S&P 500 Growth ETF464287309ETF7,129,475$7.85 億0.8%+43,144+0.6%加碼–
ORCLOracle CorpStock3,536,680$7.73 億0.8%+33,627+1.0%加碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF7,783,701$7.72 億0.8%+1,453,762+23.0%加碼–
JNJJohnson & JohnsonStock4,964,155$7.58 億0.7%−42,128−0.8%減碼歷史
PGProcter & Gamble CoStock4,671,339$7.44 億0.7%+58,740+1.3%加碼歷史
COSTCostco Wholesale CorpStock748,573$7.41 億0.7%+14,143+1.9%加碼歷史
NFLXNetflix IncStock482,583$6.46 億0.6%−2320.0%減碼歷史
LLYEli Lilly & CoStock826,750$6.45 億0.6%+17,121+2.1%加碼歷史
CSCOCisco Systems, Inc.Stock9,036,594$6.27 億0.6%−160,069−1.7%減碼歷史
TXNTexas Instruments IncStock2,957,846$6.14 億0.6%+54,396+1.9%加碼歷史
MRKMerck & Co., Inc.Stock7,757,135$6.14 億0.6%+312,097+4.2%加碼歷史
KOCoca Cola CoStock8,592,911$6.08 億0.6%−114,150−1.3%減碼歷史
GOOGAlphabet Inc.Stock3,336,689$5.92 億0.6%−154,022−4.4%減碼歷史
LMTLockheed Martin CorpStock1,255,678$5.82 億0.6%+21,449+1.7%加碼歷史
ACNAccenture plcStock1,941,290$5.80 億0.6%+35,275+1.9%加碼歷史
iShares S&P 500 Value ETF464287408ETF2,928,155$5.72 億0.6%+214,865+7.9%加碼–
EMREmerson Electric CoStock4,249,741$5.67 億0.6%−16,818−0.4%減碼歷史
ADPAutomatic Data Processing IncStock1,834,501$5.66 億0.6%−45,984−2.4%減碼歷史
APHAmphenol CorpCL A5,534,395$5.47 億0.5%−1,123,482−16.9%減碼歷史
UNPUnion Pacific CorpStock2,340,235$5.38 億0.5%−5,634−0.2%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,262,727$5.36 億0.5%−74,459−5.6%減碼–
Invesco QQQ Trust Series I46090E103ETF970,454$5.35 億0.5%+13,896+1.5%加碼–
UNHUnitedHealth Group IncStock1,705,736$5.32 億0.5%+98,231+6.1%加碼歷史
MDTMedtronic plcStock5,971,881$5.21 億0.5%+41,371+0.7%加碼歷史
IBMInternational Business Machines CorpStock1,759,638$5.19 億0.5%−51,014−2.8%減碼歷史
WMWaste Management IncStock2,235,147$5.11 億0.5%−49,870−2.2%減碼歷史
ETNEaton Corp plcStock1,424,072$5.08 億0.5%+33,646+2.4%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock2,255,144$4.93 億0.5%−16,442−0.7%減碼歷史
BRK.BBerkshire Hathaway IncStock976,190$4.74 億0.5%+22,872+2.4%加碼歷史
ABBVAbbVie Inc.Stock2,500,446$4.64 億0.5%+102,160+4.3%加碼歷史
CLColgate Palmolive CoStock5,099,553$4.64 億0.5%−29,312−0.6%減碼歷史
APDAir Products & Chemicals, Inc.Stock1,630,950$4.60 億0.4%+13,239+0.8%加碼歷史
CVXChevron CorpStock3,196,705$4.58 億0.4%+239,599+8.1%加碼歷史
XOMExxonMobil Holdings CorpCOM4,206,875$4.54 億0.4%+273,624+7.0%加碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF7,880,481$4.49 億0.4%+1,234,461+18.6%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF4,886,214$4.48 億0.4%−594,812−10.9%減碼–
ITWIllinois Tool Works IncStock1,752,081$4.33 億0.4%+8,284+0.5%加碼歷史
RSGRepublic Services, Inc.COM1,752,523$4.32 億0.4%−49,848−2.8%減碼歷史
TSCOTractor Supply CoCOM8,077,253$4.26 億0.4%−84,225−1.0%減碼歷史
AMGNAmgen IncStock1,515,051$4.23 億0.4%+64,135+4.4%加碼歷史
CHDChurch & Dwight Co IncCOM4,305,155$4.14 億0.4%+27,550+0.6%加碼歷史
GWWW.W. Grainger, Inc.Stock397,069$4.13 億0.4%−10,417−2.6%減碼歷史
MAMastercard IncStock732,295$4.12 億0.4%+30,349+4.3%加碼歷史
iShares Core S&P 500 ETF464287200ETF656,358$4.08 億0.4%−80,609−10.9%減碼–
PANWPalo Alto Networks IncStock1,976,946$4.05 億0.4%+35,647+1.8%加碼歷史
NOWServiceNow, Inc.Stock381,046$3.92 億0.4%−4,472−1.2%減碼歷史
TJXTJX Companies IncStock3,171,451$3.92 億0.4%+9,189+0.3%加碼歷史
HONHoneywell International IncCOM1,633,746$3.80 億0.4%+13,124+0.8%加碼歷史
BRBroadridge Financial Solutions, Inc.Stock1,552,802$3.77 億0.4%−22,236−1.4%減碼歷史
iShares Tr464288588MBS ETF3,970,996$3.73 億0.4%+254,425+6.8%加碼–
MCOMoodys CorpStock724,130$3.63 億0.4%+693,230+2,243.5%加碼歷史
CMICummins IncStock1,081,260$3.54 億0.3%−4,588−0.4%減碼歷史
CRMSalesforce, Inc.Stock1,294,526$3.53 億0.3%−20,962−1.6%減碼歷史
iShares Russell 1000 Value ETF464287598ETF1,805,392$3.51 億0.3%−87,133−4.6%減碼–
MCDMcDonalds CorpStock1,127,979$3.30 億0.3%+6,326+0.6%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,777,705$3.25 億0.3%+17,827+1.0%加碼–
Vanguard Morningstar Growth ETF922908736ETF735,886$3.23 億0.3%+3,985+0.5%加碼–
INTUIntuit Inc.Stock393,038$3.10 億0.3%+2,967+0.8%加碼歷史
VZVerizon Communications IncStock6,835,915$2.96 億0.3%+32,068+0.5%加碼歷史
CLXClorox CoStock2,421,498$2.91 億0.3%+50,905+2.1%加碼歷史
ELVElevance Health, Inc.Stock740,222$2.88 億0.3%−10,622−1.4%減碼歷史
CTASCintas CorpStock1,269,103$2.83 億0.3%−9,401−0.7%減碼歷史
SPGIS&P Global Inc.Stock532,478$2.81 億0.3%−3,305−0.6%減碼歷史
ADBEAdobe Inc.Stock716,731$2.77 億0.3%+25,040+3.6%加碼歷史
TMOThermo Fisher Scientific Inc.Stock683,221$2.77 億0.3%+17,713+2.7%加碼歷史
SYKStryker CorpStock693,705$2.74 億0.3%+20,099+3.0%加碼歷史
Vanguard Morningstar Value ETF922908744ETF1,551,304$2.74 億0.3%+57,820+3.9%加碼–
Vanguard Information Technology ETF92204A702ETF411,061$2.73 億0.3%+5,466+1.3%加碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF5,854,616$2.71 億0.3%−24,617−0.4%減碼–
RTXRTX CorpStock1,852,662$2.71 億0.3%+58,093+3.2%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF1,114,381$2.64 億0.3%+20,098+1.8%加碼–
LINLinde PLCStock560,612$2.63 億0.3%−1,562−0.3%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF4,373,556$2.63 億0.3%+536,301+14.0%加碼–
UBERUber Technologies, IncStock2,811,397$2.62 億0.3%−190,104−6.3%減碼歷史
iShares Tr4642886613 7 YR TREAS BD2,170,065$2.58 億0.3%+635,597+41.4%加碼–
GLDSPDR Gold TrustETF831,747$2.54 億0.2%−3,323−0.4%減碼歷史
ISRGIntuitive Surgical IncCOM NEW453,840$2.47 億0.2%+33,332+7.9%加碼歷史
PMPhilip Morris International Inc.Stock1,350,002$2.46 億0.2%−51,312−3.7%減碼歷史
ABTAbbott LaboratoriesStock1,804,073$2.45 億0.2%−5,267−0.3%減碼歷史
CATCaterpillar IncStock625,585$2.43 億0.2%+10,997+1.8%加碼歷史
SFStifel Financial CorpCOM2,310,275$2.40 億0.2%−85,916−3.6%減碼歷史
TSLATesla, Inc.Stock751,695$2.39 億0.2%+33,762+4.7%加碼歷史
CBChubb LtdStock821,466$2.38 億0.2%+140,403+20.6%加碼歷史
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF4,467,924$2.30 億0.2%+45,458+1.0%加碼–
Invesco Exch Traded FD Tr II46138E420RUSEL 1000 EQL4,666,143$2.30 億0.2%+1,079,519+30.1%加碼–

2025 年第 1 季之後清倉(182 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 182 檔。

Stifel Financial Corp 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY1,138,723$4,500 萬<0.1%–
DFSDiscover Financial ServicesCOM136,756$2,334 萬<0.1%歷史
FLFoot Locker, Inc.COM1,062,393$1,498 萬<0.1%歷史
Barrick Gold Corp067901108COM424,921$826.0 萬<0.1%–
LPXLouisiana-Pacific CorpCOM38,465$353.8 萬<0.1%歷史
HEESH&E Equipment Services, Inc.COM34,327$325.4 萬<0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM18,447$243.4 萬<0.1%歷史
SNDRSchneider National, Inc.CL B103,051$235.5 萬<0.1%歷史
iShares Tr464288869MICRO-CAP ETF20,068$222.7 萬<0.1%–
PLGOPelagos Insurance Capital LtdCOM135,755$219.9 萬<0.1%歷史
VOXRVox Royalty Corp.COM672,034$196.2 萬<0.1%歷史
Managed Portfolio Series56167N720TORTOISE NRAM PI52,028$189.2 萬<0.1%–
XUnited States Steel CorpCOM44,012$186.0 萬<0.1%歷史
AZTAAzenta, Inc.COM49,169$170.3 萬<0.1%歷史
FSUNFirstsun Capital BancorpCOM45,484$164.4 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT41,418$159.7 萬<0.1%–
iShares Tr46438G653IBONDS DEC 203460,160$155.1 萬<0.1%–
The Alger ETF Trust015564107MID CAP 40 ETF92,484$147.3 萬<0.1%–
AGNTAGNT, Inc.COM146,546$143.3 萬<0.1%歷史
CCSCentury Communities, Inc.COM20,231$135.8 萬<0.1%歷史
OIIOceaneering International IncStock61,286$133.7 萬<0.1%歷史
CRTOCriteo S.A.SPONS ADS33,439$118.4 萬<0.1%歷史
SWTXSpringWorks Therapeutics, Inc.COM25,102$110.8 萬<0.1%歷史
Veren Inc92340V107COM NEW155,658$103.0 萬<0.1%–
MLRMiller Industries IncCOM NEW24,194$102.5 萬<0.1%歷史
BA.PABoeing CoDEP CONV PFD A17,105$102.3 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL8,520$101.2 萬<0.1%–
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN17,647$99.1 萬<0.1%–
PONYPony AI Inc.SPONSORED ADS111,154$98.0 萬<0.1%歷史
SPTNSpartanNash CoCOM47,898$97.0 萬<0.1%歷史
SAILSailPoint, Inc.COM51,541$96.6 萬<0.1%歷史
Uscf ETF Tr90290T882MIDS ENE INC ETF18,565$96.5 萬<0.1%–
EVBNEvans Bancorp IncCOM NEW23,557$91.8 萬<0.1%歷史
CARSCars.com Inc.COM78,915$88.9 萬<0.1%歷史
MLMoneylion Inc.COMM STK10,061$87.0 萬<0.1%歷史
FOXFFox Factory Holding CorpCOM36,570$85.4 萬<0.1%歷史
BERYBerry Global Group, Inc.COM11,502$80.3 萬<0.1%歷史
FLWS1 800 Flowers Com IncCL A134,196$79.2 萬<0.1%歷史
FBMSFirst Bancshares IncCOM22,721$76.8 萬<0.1%歷史
iShares Tr464288562RESIDENTIAL MULT8,474$73.2 萬<0.1%–
BRZEBraze, Inc.Stock19,406$70.0 萬<0.1%歷史
ITRNIturan Location & Control Ltd.SHS19,172$69.3 萬<0.1%歷史
Starz Entertainment Corp535919401CL A VTG71,943$63.7 萬<0.1%–
IRTIndependence Realty Trust, Inc.COM29,571$62.8 萬<0.1%歷史
Victory Portfolios II92647N774VCSHS US DISCVRY12,099$62.4 萬<0.1%–
BILLBILL Holdings, Inc.Stock13,420$61.6 萬<0.1%歷史
FLICFirst of Long Island CorpCOM47,894$59.1 萬<0.1%歷史
iShares Tr464288604MRGSTR SM CP GR12,889$58.1 萬<0.1%–
TGITriumph Group IncCOM22,674$57.5 萬<0.1%歷史
PDDPDD Holdings Inc.SPONSORED ADS4,830$57.2 萬<0.1%歷史
WisdomTree Tr97717Y790US EFFIC CORE FD11,600$52.6 萬<0.1%–
CRGYCrescent Energy CoCL A COM46,036$51.7 萬<0.1%歷史
Listed FD Tr53656F789ROUNDHILL SPORTS27,079$50.9 萬<0.1%–
CABOCable One, Inc.COM1,896$50.4 萬<0.1%歷史
CRICarters IncCOM12,127$49.6 萬<0.1%歷史
GTEGran Tierra Energy Inc.COMMON STOCK99,891$49.2 萬<0.1%歷史
BCCBoise Cascade CoCOM4,906$48.1 萬<0.1%歷史
BCOBrinks CoCOM5,543$47.8 萬<0.1%歷史
Fidelity Covington Trust316092832DIVID ETF RISI9,376$46.8 萬<0.1%–
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY10,193$45.2 萬<0.1%–
DNBDun & Bradstreet Holdings, Inc.COM49,978$44.7 萬<0.1%歷史
ZIPZiprecruiter, Inc.CL A74,808$44.1 萬<0.1%歷史
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS4,697$43.6 萬<0.1%歷史
PACPacific Airport GroupSPON ADS B2,341$43.5 萬<0.1%歷史
OXMOxford Industries IncCOM7,352$43.1 萬<0.1%歷史
HELEHelen of Troy LtdStock8,024$42.9 萬<0.1%歷史
JWNNordstrom IncStock16,945$41.4 萬<0.1%歷史
SBTSterling Bancorp, Inc.COM82,537$39.9 萬<0.1%歷史
FFFutureFuel Corp.COM100,000$39.0 萬<0.1%歷史
Goldman Sachs ETF Tr38149W630NASDA 100 ETF8,654$38.6 萬<0.1%–
iShares Tr464288703MRNING SM CP ETF6,298$37.4 萬<0.1%–
GSLGlobal Ship Lease, Inc.COM CL A15,968$36.5 萬<0.1%歷史
Global X FDS37954Y269NASDQ 100 CVRDGW13,413$34.5 萬<0.1%–
CRCCalifornia Resources CorpCOM STOCK7,364$32.4 萬<0.1%歷史
BZHBeazer Homes USA IncCOM NEW15,750$32.1 萬<0.1%歷史
Ssga Active Tr78470P309ST STR MARKE ETF7,286$31.4 萬<0.1%–
Etfis Ser Tr I26923G400INFRACP REIT PFD17,123$31.0 萬<0.1%–
UFCSUnited Fire Group IncCOM10,465$30.8 萬<0.1%歷史
IOSPInnospec Inc.COM3,250$30.8 萬<0.1%歷史
GEOGeo Group IncCOM10,250$29.9 萬<0.1%歷史
VBFCVillage Bank & Trust Financial Corp.COM NEW3,653$29.3 萬<0.1%歷史
SAMBoston Beer Co IncCL A1,219$29.1 萬<0.1%歷史
LGIHLGI Homes, Inc.COM4,360$29.0 萬<0.1%歷史
SMTCSemtech CorpStock8,342$28.7 萬<0.1%歷史
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG9,663$27.9 萬<0.1%–
GIIIG III Apparel Group LtdCOM10,214$27.9 萬<0.1%歷史
Global X FDS37954Y376RATE PREFERRED11,779$27.9 萬<0.1%–
CNNECannae Holdings, Inc.COM13,933$25.5 萬<0.1%歷史
SQNSSequans CommunicationsADR121,590$25.5 萬<0.1%歷史
OMOutset Medical, Inc.COM NEW22,978$25.4 萬<0.1%歷史
BKVBKV CorpCOM12,000$25.2 萬<0.1%歷史
VanEck Vectors ETF Tr92189F114VIDEO GAMING2,918$25.2 萬<0.1%–
ALEAllete IncCOM NEW3,747$24.6 萬<0.1%歷史
ROGRogers CorpCOM3,603$24.3 萬<0.1%歷史
MYRGMyr Group Inc.COM2,115$23.9 萬<0.1%歷史
PLOWDouglas Dynamics, IncCOM10,262$23.8 萬<0.1%歷史
CCDCalamos Dynamic Convertible & Income FundCOM10,613$22.6 萬<0.1%歷史
ACCDAccolade, Inc.COM32,185$22.5 萬<0.1%歷史
ROIVRoivant Sciences Ltd.SHS21,863$22.1 萬<0.1%歷史
FGF&G Annuities & Life, Inc.COMMON STOCK6,117$22.1 萬<0.1%歷史