Thrivent Financial for Lutherans
Minneapolis MN · SEC CIK 0000314984
$594.94亿2026Q2 申报市值
2,589持仓数
19.1%前十大占比 · 第一大 3.3%
155 / 120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
TILC 新建仓+$8.42亿
AMAT 加仓+$2.54亿
MU 加仓+$2.17亿
GEV 加仓+$1.46亿
AMZN 加仓+$1.32亿
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$3.44亿
TSM 减仓-$2.37亿
CAT 减仓-$2.17亿
LRCX 减仓-$1.34亿
SHOP 减仓-$1.34亿
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 |
|---|---|---|---|---|---|---|---|---|
| INOD | INNODATA INC | $158.40万 | 0.00% | 20,957 | 20,957 | — | $158.40万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $158.70万 | 0.00% | 19,833 | -522 | -2.6% | -$4.18万 | 减仓 |
| MLKN | MILLERKNOLL INC | $159.10万 | 0.00% | 77,719 | -43,736 | -36.0% | -$89.53万 | 减仓 |
| GATX | GATX CORP | $159.80万 | 0.00% | 9,020 | 594 | 7.0% | $10.52万 | 加仓 |
| EFX | EQUIFAX INC | $159.90万 | 0.00% | 10,072 | 4,466 | 79.7% | $70.90万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $160.10万 | 0.00% | 7,324 | -354,804 | -98.0% | -$7,755.89万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $160.20万 | 0.00% | 41,289 | -915 | -2.2% | -$3.55万 | 减仓 |
| IWS | ISHARES TR | $160.20万 | 0.00% | 9,733 | -320 | -3.2% | -$5.27万 | 减仓 |
| CPT | CAMDEN PPTY TR | $160.40万 | 0.00% | 14,013 | -11,657 | -45.4% | -$133.43万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $160.40万 | 0.00% | 14,458 | -483 | -3.2% | -$5.36万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $161.00万 | 0.00% | 46,619 | -26,019 | -35.8% | -$89.86万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $161.10万 | 0.00% | 17,898 | 7,566 | 73.2% | $68.10万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $161.10万 | 0.00% | 150,442 | 70,399 | 88.0% | $75.39万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $161.30万 | 0.00% | 23,793 | -16,011 | -40.2% | -$108.54万 | 减仓 |
| BCH | BANCO DE CHILE | $161.60万 | 0.00% | 40,635 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $161.80万 | 0.00% | 31,614 | -1,034,033 | -97.0% | -$5,292.17万 | 减仓 |
| DLTR | DOLLAR TREE INC | $161.90万 | 0.00% | 13,379 | 4,775 | 55.5% | $57.78万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $161.90万 | 0.00% | 273,932 | 273,932 | — | $161.90万 | 新建仓 |
| DXJ | WISDOMTREE TR | $162.50万 | 0.00% | 9,361 | -6,758 | -41.9% | -$117.31万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $162.50万 | 0.00% | 26,780 | -391 | -1.4% | -$2.37万 | 减仓 |
| JOE | ST JOE CO | $162.90万 | 0.00% | 26,012 | -583 | -2.2% | -$3.65万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $163.20万 | 0.00% | 18,750 | -440 | -2.3% | -$3.83万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $163.20万 | 0.00% | 47,061 | 128 | 0.3% | $4,439 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $163.70万 | 0.00% | 31,849 | -9,324 | -22.6% | -$47.92万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $164.00万 | 0.00% | 47,922 | -555 | -1.1% | -$1.90万 | 减仓 |
| WEX | WEX INC | $164.20万 | 0.00% | 11,636 | 3,910 | 50.6% | $55.18万 | 加仓 |
| LAD | LITHIA MTRS INC | $164.30万 | 0.00% | 5,655 | -2,299 | -28.9% | -$66.79万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $165.90万 | 0.00% | 34,316 | 3,973 | 13.1% | $19.21万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $166.20万 | 0.00% | 35,157 | -477 | -1.3% | -$2.25万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $166.20万 | 0.00% | 129,880 | 465 | 0.4% | $5,950 | 加仓 |
| YETI | YETI HLDGS INC | $166.20万 | 0.00% | 33,538 | 16,007 | 91.3% | $79.32万 | 加仓 |
| SLQD | ISHARES TR | $166.20万 | 0.00% | 33,001 | 33,001 | — | $166.20万 | 新建仓 |
| SCHJ | SCHWAB STRATEGIC TR | $166.40万 | 0.00% | 67,476 | 67,476 | — | $166.40万 | 新建仓 |
| LIN | LINDE PLC | $166.50万 | 0.00% | 3,229 | -277 | -7.9% | -$14.28万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $166.60万 | 0.00% | 14,586 | 6,938 | 90.7% | $79.25万 | 加仓 |
| YUM | YUM BRANDS INC | $167.20万 | 0.00% | 10,459 | -1,720 | -14.1% | -$27.50万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $167.80万 | 0.00% | 36,614 | -914 | -2.4% | -$4.19万 | 减仓 |
| MP | MP MATERIALS CORP | $168.30万 | 0.00% | 30,044 | -304 | -1.0% | -$1.70万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $168.30万 | 0.00% | 33,387 | 33,387 | — | $168.30万 | 新建仓 |
| LCII | LCI INDS | $168.80万 | 0.00% | 15,947 | -205 | -1.3% | -$2.17万 | 减仓 |
| IAT | ISHARES TR | $168.80万 | 0.00% | 27,137 | 602 | 2.3% | $3.74万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $169.00万 | 0.00% | 89,968 | -3,569 | -3.8% | -$6.70万 | 减仓 |
| HQY | HEALTHEQUITY INC | $169.40万 | 0.00% | 18,759 | -490 | -2.5% | -$4.42万 | 减仓 |
| RLJ | RLJ LODGING TR | $169.70万 | 0.00% | 143,177 | 7,306 | 5.4% | $8.66万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $169.80万 | 0.00% | 53,726 | 24,546 | 84.1% | $77.58万 | 加仓 |
| ABM | ABM INDS INC | $170.00万 | 0.00% | 38,437 | -676 | -1.7% | -$2.99万 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $170.20万 | 0.00% | 115,699 | 8,777 | 8.2% | $12.91万 | 加仓 |
| CHE | CHEMED CORP NEW | $170.80万 | 0.00% | 3,668 | -210 | -5.4% | -$9.78万 | 减仓 |
| TBBK | BANCORP INC DEL | $171.30万 | 0.00% | 27,340 | -931 | -3.3% | -$5.83万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $171.70万 | 0.00% | 192,049 | 60,453 | 45.9% | $54.05万 | 加仓 |
| NWL | NEWELL BRANDS INC | $171.80万 | 0.00% | 279,742 | -780 | -0.3% | -$4,790 | 减仓 |
| VVX | V2X INC | $171.80万 | 0.00% | 23,032 | 23,032 | — | $171.80万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $172.60万 | 0.00% | 14,258 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $172.90万 | 0.00% | 19,105 | 4,213 | 28.3% | $38.13万 | 加仓 |
| CHWY | CHEWY INC | $173.20万 | 0.00% | 88,133 | -401 | -0.5% | -$7,880 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $173.20万 | 0.00% | 14,730 | 5,750 | 64.0% | $67.61万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $173.40万 | 0.00% | 8,206 | -79 | -1.0% | -$1.67万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $173.70万 | 0.00% | 81,185 | -64,225 | -44.2% | -$137.41万 | 减仓 |
| FBNC | FIRST BANCORP N C | $173.70万 | 0.00% | 27,170 | -507 | -1.8% | -$3.24万 | 减仓 |
| CVNA | CARVANA CO | $173.80万 | 0.00% | 26,398 | -367 | -1.4% | -$2.42万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $173.90万 | 0.00% | 102,616 | -27,496 | -21.1% | -$46.60万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $174.20万 | 0.00% | 51,986 | -4,929 | -8.7% | -$16.52万 | 减仓 |
| HUBG | HUB GROUP INC | $174.20万 | 0.00% | 39,780 | -655 | -1.6% | -$2.87万 | 减仓 |
| KIE | SPDR SERIES TRUST | $174.20万 | 0.00% | 28,558 | 28,558 | — | $174.20万 | 新建仓 |
| CAVA | CAVA GROUP INC | $174.50万 | 0.00% | 22,232 | -242 | -1.1% | -$1.90万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $174.70万 | 0.00% | 13,659 | 13,659 | — | $174.70万 | 新建仓 |
| HSY | HERSHEY CO | $174.90万 | 0.00% | 9,950 | 418 | 4.4% | $7.35万 | 加仓 |
| AGYS | AGILYSYS INC | $175.00万 | 0.00% | 16,751 | -276 | -1.6% | -$2.88万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $175.20万 | 0.00% | 24,744 | 3,381 | 15.8% | $23.94万 | 加仓 |
| KMT | KENNAMETAL INC | $175.40万 | 0.00% | 50,045 | -2,963 | -5.6% | -$10.38万 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC | $175.70万 | 0.00% | 42,475 | 42,475 | — | $175.70万 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $175.90万 | 0.00% | 155,716 | -8,000 | -4.9% | -$9.04万 | 减仓 |
| H | HYATT HOTELS CORP | $176.60万 | 0.00% | 9,111 | -202 | -2.2% | -$3.92万 | 减仓 |
| ATEN | A10 NETWORKS INC | $176.60万 | 0.00% | 47,279 | -444 | -0.9% | -$1.66万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $176.60万 | 0.00% | 115,030 | 115,030 | — | $176.60万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $177.10万 | 0.00% | 38,485 | -904 | -2.3% | -$4.16万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $177.30万 | 0.00% | 38,113 | -159 | -0.4% | -$7,397 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $177.80万 | 0.00% | 64,729 | 16 | 0.0% | $439 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $178.30万 | 0.00% | 28,767 | 1,568 | 5.8% | $9.72万 | 加仓 |
| — | ELECTRONIC ARTS INC | $178.90万 | 0.00% | 8,723 | -246 | -2.7% | -$5.05万 | 减仓 |
| ALV | AUTOLIV INC | $179.10万 | 0.00% | 15,417 | -204 | -1.3% | -$2.37万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $179.40万 | 0.00% | 21,213 | -3,954 | -15.7% | -$33.44万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $179.40万 | 0.00% | 23,108 | -1,618 | -6.5% | -$12.56万 | 减仓 |
| RBLX | ROBLOX CORP | $179.60万 | 0.00% | 33,032 | -609,731 | -94.9% | -$3,315.20万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $179.70万 | 0.00% | 46,198 | 4,846 | 11.7% | $18.85万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $179.80万 | 0.00% | 13,132 | 4,951 | 60.5% | $67.79万 | 加仓 |
| TRN | TRINITY INDS INC | $180.50万 | 0.00% | 52,209 | -1,310 | -2.4% | -$4.53万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $180.90万 | 0.00% | 15,472 | -1,878 | -10.8% | -$21.96万 | 减仓 |
| RL | RALPH LAUREN CORP | $181.10万 | 0.00% | 4,513 | -17,685 | -79.7% | -$709.67万 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $181.70万 | 0.00% | 158,701 | -17,313 | -9.8% | -$19.82万 | 减仓 |
| BSY | BENTLEY SYS INC | $182.50万 | 0.00% | 61,067 | -453 | -0.7% | -$1.35万 | 减仓 |
| TECK | TECK RESOURCES LTD | $182.80万 | 0.00% | 30,757 | 651 | 2.2% | $3.87万 | 加仓 |
| SSO | PROSHARES TR | $183.00万 | 0.00% | 27,154 | -22,476 | -45.3% | -$151.47万 | 减仓 |
| FTS | FORTIS INC | $183.00万 | 0.00% | 31,949 | 10,115 | 46.3% | $57.94万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $183.70万 | 0.00% | 45,432 | -1,765 | -3.7% | -$7.14万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $183.80万 | 0.00% | 16,646 | -1,413 | -7.8% | -$15.60万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $183.80万 | 0.00% | 18,042 | -441 | -2.4% | -$4.49万 | 减仓 |
| BTU | PEABODY ENGR CORP | $184.90万 | 0.00% | 79,982 | -1,183 | -1.5% | -$2.73万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $185.10万 | 0.00% | 110,903 | -26,596 | -19.3% | -$44.39万 | 减仓 |
| KSS | KOHLS CORP | $185.20万 | 0.00% | 104,527 | 29,428 | 39.2% | $52.14万 | 加仓 |