13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0000720672
申报总市值
US$1202.1亿
US$1202.1亿
3624 檔
9.6%
Q1 2026 季度申报显示，Stifel Financial CORP 披露的美股组合总市值为 US$1202.1亿，涵盖 3624 个不同之权益投资仓位。
在 Q1 2026，Stifel Financial CORP 展现出较为审慎的避险与获利了结姿态。本季共减仓 114 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Stifel Financial CORP 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 9.6%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
AZN
市值: US$1.3亿
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$1.2亿
仅显示前 200 大持股（共 3624 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +0.09% | -2.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.58% | +0.07% | -2.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.27% | -5.05% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.58% | +0.09% | -1.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.55% | +0.16% | -1.59% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.28% | +0.14% | -2.80% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | +0.01% | -1.31% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.01% | -0.07% | -8.46% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.97% | +0.01% | -2.99% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.28% | +0.22% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | -0.11% | +3.29% | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.92% | -0.05% | -2.99% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | — | -2.85% | |
| 14 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.91% | -0.21% | -0.50% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.89% | +0.12% | +0.28% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | +0.08% | +1.34% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.76% | +0.17% | +5.32% | |
| 18 | HD | Home Depot Inc | 股票-周期性消费 | 0.76% | -0.01% | +0.34% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | +0.01% | +51.24% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | -0.15% | -1.93% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | -0.07% | -2.49% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 0.67% | -0.18% | -3.31% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.66% | +0.13% | -1.82% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.10% | -2.90% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | +0.04% | +0.32% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | -0.05% | +1.26% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.04% | -1.83% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.17% | -2.51% | |
| 29 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.58% | -0.03% | -2.32% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.28% | -6.59% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.07% | +8.98% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.52% | +0.14% | +0.21% | |
| 33 | AMGN | Amgen Inc | 股票-医疗保健 | 0.50% | -0.03% | -2.47% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.01% | -2.26% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.48% | — | -1.88% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | +0.02% | -10.13% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.47% | +0.03% | +1.70% | |
| 38 | MDT | Medtronic plc | 股票-医疗保健 | 0.46% | -0.07% | -1.86% | |
| 39 | WM | Waste Management Inc | 股票-工业 | 0.45% | -0.08% | -2.62% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.45% | -0.12% | +4.16% | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.44% | -0.07% | -2.55% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.44% | -0.33% | +4.39% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | +0.13% | +5.15% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | +0.12% | +1.53% | |
| 45 | CMI | Cummins Inc | 股票-工业 | 0.42% | -0.07% | -8.87% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.40% | +0.01% | +2.88% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.11% | -1.73% | |
| 48 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.39% | -0.03% | -0.84% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.06% | -4.49% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.39% | -0.08% | -65.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | YUM | Yum! Brands Inc | +0.2% | +794.54% | 加仓 |
| 2 | ABBV | Abbvie Inc | +0.2% | +51.24% | 加仓 |
| 3 | CVX | Chevron CORP | +0.2% | -2.51% | 减仓 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -6.59% | 减仓 |
| 5 | LMT | Lockheed Martin CORP | +0.1% | -3.31% | 减仓 |
| 6 | MRK | Merck & Co. Inc. | +0.1% | -2.99% | 减仓 |
| 7 | GLW | Corning Inc | +0.1% | -9.38% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -8.46% | 减仓 |
| 9 | APD | Air Products & Chemicals Inc | +0.1% | +4.39% | 加仓 |
| 10 | PEP | Pepsico Inc | +0.1% | -0.50% | 减仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.36% | 加仓 |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +30.94% | 加仓 |
| 13 | VZ | Verizon Communications Inc | +0.1% | +2.85% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -2.90% | 减仓 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +6.35% | 加仓 |
| 16 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +62.46% | 加仓 |
| 17 | EMN | Eastman Chemical Co | +0.1% | +1779.03% | 加仓 |
| 18 | HON | Honeywell International Inc | +0.1% | +4.59% | 加仓 |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.75% | 加仓 |
| 20 | CAT | Caterpillar Inc | +0.1% | -4.64% | 减仓 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.29% | 加仓 |
| 22 | TGT | Target CORP | +0.1% | +13.14% | 加仓 |
| 23 | DOW | Dow Inc | +0.1% | -2.05% | 减仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +1.70% | 加仓 |
| 25 | TXN | Texas Instruments Inc | +0.1% | +0.21% | 加仓 |
| 26 | PAYX | Paychex Inc | +0.1% | +90.85% | 加仓 |
| 27 | WMB | Williams Cos Inc | +0.1% | +2.25% | 加仓 |
| 28 | CGDV | Cap Group Dividend Value | +0.1% | +27.95% | 加仓 |
| 29 | SLB | Slb LTD | +0.1% | +3.04% | 加仓 |
| 30 | VRT | Vertiv Holdings Co-a | +0.1% | -3.69% | 减仓 |
| 31 | CHD | Church & Dwight Co Inc | +0.1% | -0.20% | 减仓 |
| 32 | EQR | Equity Residential | 0% | +911.66% | 加仓 |
| 33 | VLO | Valero Energy CORP | 0% | -0.26% | 减仓 |
| 34 | PFE | Pfizer Inc | 0% | +5.30% | 加仓 |
| 35 | AMAT | Applied Materials Inc | 0% | -9.09% | 减仓 |
| 36 | PWR | Quanta Services Inc | 0% | -2.36% | 减仓 |
| 37 | DE | Deere & Co | 0% | -0.52% | 减仓 |
| 38 | CASY | Casey's General Stores Inc | 0% | -1.86% | 减仓 |
| 39 | LIN | Linde plc | 0% | +0.28% | 加仓 |
| 40 | LNG | Cheniere Energy Inc | 0% | +6.39% | 加仓 |
| 41 | KO | Coca-cola Co/the | 0% | -2.32% | 减仓 |
| 42 | SHEL | Shell Plc-adr | 0% | +0.52% | 加仓 |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +30.11% | 加仓 |
| 44 | MSI | Motorola Solutions Inc | 0% | -0.86% | 减仓 |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +29.39% | 加仓 |
| 46 | NFLX | Netflix Inc | 0% | +4.16% | 加仓 |
| 47 | EFG | Ishares Msci Eafe Growth ETF | 0% | +244.56% | 加仓 |
| 48 | GOVT | Ishares US Treasury Bond ETF | 0% | +181.74% | 加仓 |
| 49 | HUN | Huntsman CORP | 0% | +124.46% | 加仓 |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +18.61% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stifel Financial CORP 在 Q1 2026 季度的美股持仓总市值约为 US$1202.1亿，共申报了 3624 个公开持股仓位。
在 Q1 2026 季度，Stifel Financial CORP 按市值排列的前三大核心持股分别为：NVDA (2.7%)、AAPL (2.6%)、MSFT (2.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 2.7% 的权重。
在 Q1 2026 季度中，Stifel Financial CORP 共进行了 200 项持仓异动，包含新建仓 5 个仓位、加仓 78 个仓位、减仓 114 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。