Thrivent Financial for Lutherans
Minneapolis MN · SEC CIK 0000314984
$524.76亿2026Q1 申报市值
2,522持仓数
18.6%前十大占比 · 第一大 3.4%
149 / 167新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LRCX 加仓+$2.30亿
GE 加仓+$2.00亿
CEG 加仓+$1.42亿
ANET 加仓+$1.38亿
ETN 加仓+$1.21亿
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2.89亿
SPOT 减仓-$2.22亿
TSME 减仓-$2.19亿
MSFT 减仓-$1.52亿
V 减仓-$1.44亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PB | PROSPERITY BANCSHARES INC | $206.50万 | 0.00% | 30,746 | 1,376 | 4.7% | $9.24万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG P | $206.50万 | 0.00% | 58,623 | 19 | 0.0% | $669 | 加仓 |
| INSM | INSMED INC | $206.60万 | 0.00% | 12,633 | 8,146 | 181.5% | $133.22万 | 重新持有 |
| OPLN | OPENLANE INC | $206.80万 | 0.00% | 70,928 | -2,089 | -2.9% | -$6.09万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $207.00万 | 0.00% | 179,835 | -4,777 | -2.6% | -$5.50万 | 减仓 |
| FNV | FRANCO NEV CORP | $207.20万 | 0.00% | 8,388 | 8,388 | — | $207.20万 | 新建仓 |
| CARG | CARGURUS INC | $207.30万 | 0.00% | 60,873 | -1,597 | -2.6% | -$5.44万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $207.50万 | 0.00% | 31,686 | -1,332 | -4.0% | -$8.72万 | 减仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM | $208.10万 | 0.00% | 35,480 | -1,412 | -3.8% | -$8.28万 | 减仓 |
| CENX | CENTURY ALUM CO | $208.40万 | 0.00% | 35,514 | -1,046 | -2.9% | -$6.14万 | 减仓 |
| EFOR | ASGN INC | $208.60万 | 0.00% | 53,880 | 11,199 | 26.2% | $43.36万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $208.80万 | 0.00% | 1,975 | 1,210 | 158.2% | $127.92万 | 加仓 |
| DIOD | DIODES INC | $209.00万 | 0.00% | 30,621 | -1,252 | -3.9% | -$8.55万 | 减仓 |
| ANGL | VANECK ETF TRUST | $209.20万 | 0.00% | 72,843 | -276,950 | -79.2% | -$795.38万 | 减仓 |
| — | CHART INDS INC | $209.40万 | 0.00% | 10,128 | 177 | 1.8% | $3.66万 | 加仓 |
| GNTX | GENTEX CORP | $209.70万 | 0.00% | 95,990 | -6,533 | -6.4% | -$14.27万 | 减仓 |
| RUN | SUNRUN INC | $210.00万 | 0.00% | 154,880 | -4,562 | -2.9% | -$6.19万 | 减仓 |
| PARR | PAR PAC HOLDINGS INC | $210.30万 | 0.00% | 33,568 | -989 | -2.9% | -$6.20万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $211.10万 | 0.00% | 10,653 | -2,113 | -16.6% | -$41.87万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $211.10万 | 0.00% | 94,840 | -4,415 | -4.4% | -$9.83万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE | $211.20万 | 0.00% | 35,634 | -1,455 | -3.9% | -$8.62万 | 减仓 |
| IYT | ISHARES TR | $211.60万 | 0.00% | 28,366 | 644 | 2.3% | $4.80万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $211.60万 | 0.00% | 18,387 | 2,094 | 12.9% | $24.10万 | 加仓 |
| DMXF | ISHARES TR | $211.70万 | 0.00% | 28,494 | -1,066 | -3.6% | -$7.92万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $211.90万 | 0.00% | 326,901 | 17,326 | 5.6% | $11.23万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CO | $212.00万 | 0.00% | 27,171 | -144 | -0.5% | -$1.12万 | 减仓 |
| NTST | NETSTREIT CORP | $212.70万 | 0.00% | 112,962 | 14,200 | 14.4% | $26.74万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $212.80万 | 0.00% | 60,552 | 676 | 1.1% | $2.38万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATIO | $212.80万 | 0.00% | 225,187 | 14,915 | 7.1% | $14.09万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTI | $213.10万 | 0.00% | 34,740 | -214 | -0.6% | -$1.31万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $213.20万 | 0.00% | 39,804 | 53 | 0.1% | $2,839 | 加仓 |
| LIF | LIFE360 INC | $213.60万 | 0.00% | 52,331 | 52,331 | — | $213.60万 | 新建仓 |
| IBDT | ISHARES TR | $213.70万 | 0.00% | 84,363 | 2,781 | 3.4% | $7.04万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $214.00万 | 0.00% | 15,730 | -4,609 | -22.7% | -$62.70万 | 减仓 |
| PPH | VANECK ETF TRUST | $214.40万 | 0.00% | 20,642 | 5,548 | 36.8% | $57.62万 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $215.00万 | 0.00% | 49,329 | -1,453 | -2.9% | -$6.33万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $215.30万 | 0.00% | 63,574 | 51,008 | 405.9% | $172.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.40万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $215.70万 | 0.00% | 45,496 | -1,129,098 | -96.1% | -$5,353.14万 | 减仓 |
| GME | GAMESTOP CORP | $215.80万 | 0.00% | 93,648 | 73 | 0.1% | $1,682 | 加仓 |
| BSY | BENTLEY SYS INC | $216.00万 | 0.00% | 61,520 | 19 | 0.0% | $667 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $216.20万 | 0.00% | 23,483 | -37 | -0.2% | -$3,406 | 减仓 |
| JOYY | JOYY INC | $216.60万 | 0.00% | 37,111 | 16,319 | 78.5% | $95.25万 | 加仓 |
| WHD | CACTUS INC | $217.70万 | 0.00% | 45,949 | -5,455 | -10.6% | -$25.85万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATIO | $217.80万 | 0.00% | 18,078 | -316 | -1.7% | -$3.81万 | 减仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $218.00万 | 0.00% | 44,478 | 7,982 | 21.9% | $39.12万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $218.40万 | 0.00% | 30,798 | -612 | -1.9% | -$4.34万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $218.80万 | 0.00% | 78,877 | -5,197 | -6.2% | -$14.42万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $219.00万 | 0.00% | 162,197 | -3,919 | -2.4% | -$5.29万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $219.20万 | 0.00% | 83,416 | 83,416 | — | $219.20万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $219.30万 | 0.00% | 82,891 | 82,891 | — | $219.30万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $219.50万 | 0.00% | 48,524 | -4,165 | -7.9% | -$18.84万 | 减仓 |
| SJM | SMUCKER J M CO | $219.60万 | 0.00% | 22,768 | 18,525 | 436.6% | $178.68万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS I | $219.70万 | 0.00% | 38,159 | -2,090 | -5.2% | -$12.03万 | 减仓 |
| CC | CHEMOURS CO | $220.40万 | 0.00% | 100,049 | -2,947 | -2.9% | -$6.49万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $220.60万 | 0.00% | 49,389 | -844,265 | -94.5% | -$3,770.98万 | 减仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $220.80万 | 0.00% | 17,662 | -20 | -0.1% | -$2,500 | 减仓 |
| BDX | BECTON DICKINSON & CO | $221.30万 | 0.00% | 14,086 | -343 | -2.4% | -$5.39万 | 减仓 |
| BALL | BALL CORP | $222.10万 | 0.00% | 37,579 | -21 | -0.1% | -$1,241 | 减仓 |
| PHYL | PGIM ETF TR | $222.30万 | 0.00% | 64,192 | -312,346 | -83.0% | -$1,081.67万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $222.60万 | 0.00% | 10,263 | 6,391 | 165.1% | $138.62万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $222.90万 | 0.00% | 16,745 | 401 | 2.5% | $5.34万 | 加仓 |
| MGC | VANGUARD WORLD FD | $223.60万 | 0.00% | 9,526 | -152,053 | -94.1% | -$3,569.08万 | 减仓 |
| GWW | WW GRAINGER INC | $223.70万 | 0.00% | 2,054 | -97 | -4.5% | -$10.56万 | 减仓 |
| FUL | FULLER H B CO | $224.20万 | 0.00% | 36,350 | -915 | -2.5% | -$5.64万 | 减仓 |
| BKU | BANKUNITED INC | $225.90万 | 0.00% | 50,032 | -2,149 | -4.1% | -$9.70万 | 减仓 |
| BOX | BOX INC | $226.00万 | 0.00% | 95,601 | -3,955 | -4.0% | -$9.35万 | 减仓 |
| PJT | PJT PARTNERS INC | $226.70万 | 0.00% | 16,225 | -477 | -2.9% | -$6.66万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $226.70万 | 0.00% | 111,019 | -5,821 | -5.0% | -$11.89万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $226.80万 | 0.00% | 22,810 | -673 | -2.9% | -$6.69万 | 减仓 |
| MHO | M/I HOMES INC | $228.10万 | 0.00% | 18,627 | -515 | -2.7% | -$6.31万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $228.30万 | 0.00% | 45,786 | -1,896 | -4.0% | -$9.45万 | 减仓 |
| ABNB | AIRBNB INC | $229.20万 | 0.00% | 18,166 | -122 | -0.7% | -$1.54万 | 减仓 |
| KAI | KADANT INC | $229.80万 | 0.00% | 7,861 | -232 | -2.9% | -$6.78万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP I | $230.20万 | 0.00% | 55,779 | 14,412 | 34.8% | $59.48万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $231.50万 | 0.00% | 14,103 | -196 | -1.4% | -$3.22万 | 减仓 |
| EMGF | ISHARES INC | $231.80万 | 0.00% | 38,362 | -11,618 | -23.2% | -$70.20万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $232.10万 | 0.00% | 98,151 | 9,461 | 10.7% | $22.37万 | 加仓 |
| IGIB | ISHARES TR | $232.60万 | 0.00% | 43,697 | -171,386 | -79.7% | -$912.29万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $232.80万 | 0.00% | 23,257 | 11,527 | 98.3% | $115.38万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $233.00万 | 0.00% | 19,942 | 16,092 | 418.0% | $188.02万 | 重新持有 |
| NTNX | NUTANIX INC | $233.40万 | 0.00% | 61,397 | -53 | -0.1% | -$2,015 | 减仓 |
| EZPW | EZCORP INC | $234.00万 | 0.00% | 92,199 | 52,400 | 131.7% | $132.99万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $234.50万 | 0.00% | 150,093 | 38,424 | 34.4% | $60.03万 | 加仓 |
| RNST | RENASANT CORP | $234.60万 | 0.00% | 64,946 | -2,123 | -3.2% | -$7.67万 | 减仓 |
| KRE | SPDR SERIES TRUST | $235.10万 | 0.00% | 36,088 | -2,407 | -6.3% | -$15.68万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $235.50万 | 0.00% | 25,550 | -753 | -2.9% | -$6.94万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS IN | $235.60万 | 0.00% | 31,456 | -1,940 | -5.8% | -$14.53万 | 减仓 |
| FNB | F N B CORP | $235.60万 | 0.00% | 140,892 | 31,668 | 29.0% | $52.96万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWA | $236.10万 | 0.00% | 11,954 | 2,348 | 24.4% | $46.37万 | 加仓 |
| COHU | COHU INC | $236.60万 | 0.00% | 77,253 | 45,169 | 140.8% | $138.34万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $236.70万 | 0.00% | 29,899 | -1,428 | -4.6% | -$11.30万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $237.20万 | 0.00% | 79,074 | -72,469 | -47.8% | -$217.39万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD | $237.40万 | 0.00% | 278,695 | 46,446 | 20.0% | $39.56万 | 加仓 |
| SHAK | SHAKE SHACK INC | $237.70万 | 0.00% | 26,869 | -791 | -2.9% | -$7.00万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $238.00万 | 0.00% | 37,562 | -1,066 | -2.8% | -$6.75万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $238.80万 | 0.00% | 64,362 | -53,393 | -45.3% | -$198.10万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $238.90万 | 0.00% | 145,410 | 2,287 | 1.6% | $3.76万 | 加仓 |
| WSFS | WSFS FINL CORP | $238.90万 | 0.00% | 36,496 | -1,920 | -5.0% | -$12.57万 | 减仓 |
| CHWY | CHEWY INC | $239.00万 | 0.00% | 88,534 | 3,060 | 3.6% | $8.26万 | 加仓 |