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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $2,495.00万 | 0.04% | 584,563 | -62,399 | -9.6% | -$266.33万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2,505.40万 | 0.04% | 98,443 | 47,688 | 94.0% | $1,213.67万 | 加仓 |
| SMTH | ALPS ETF TR | $2,513.30万 | 0.04% | 976,388 | 244,419 | 33.4% | $629.15万 | 加仓 |
| MRCY | MERCURY SYS INC | $2,532.60万 | 0.04% | 207,034 | 67,177 | 48.0% | $821.76万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,548.10万 | 0.04% | 199,369 | 48,705 | 32.3% | $622.49万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,567.80万 | 0.04% | 324,911 | 55,582 | 20.6% | $439.27万 | 加仓 |
| SHLD | GLOBAL X FDS | $2,597.80万 | 0.04% | 435,066 | -107,523 | -19.8% | -$642.03万 | 减仓 |
| SAIL | SAILPOINT INC | $2,598.90万 | 0.04% | 1,775,173 | 1,775,173 | — | $2,598.90万 | 新建仓 |
| IWR | ISHARES TR | $2,605.30万 | 0.04% | 236,174 | 1,038 | 0.4% | $11.45万 | 加仓 |
| TLH | ISHARES TR | $2,637.20万 | 0.04% | 262,174 | -34,563 | -11.6% | -$347.67万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $2,656.00万 | 0.04% | 609,036 | -130,488 | -17.6% | -$569.06万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2,671.50万 | 0.04% | 589,196 | -359,458 | -37.9% | -$1,629.83万 | 减仓 |
| ECL | ECOLAB INC | $2,672.00万 | 0.04% | 95,905 | -26,303 | -21.5% | -$732.83万 | 减仓 |
| — | GRANITE CONSTR INC | $2,690.00万 | 0.05% | 12,850,000 | 12,850,000 | — | $2,690.00万 | 新建仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $2,691.90万 | 0.05% | 232,742 | 2,830 | 1.2% | $32.73万 | 加仓 |
| LYTS | LSI INDS INC OHIO | $2,693.50万 | 0.05% | 1,013,342 | 39,514 | 4.1% | $105.03万 | 加仓 |
| CLS | CELESTICA INC | $2,694.30万 | 0.05% | 73,875 | -29,141 | -28.3% | -$1,062.80万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,698.00万 | 0.05% | 279,704 | -37,607 | -11.9% | -$362.75万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,699.60万 | 0.05% | 327,267 | 24,001 | 7.9% | $197.98万 | 加仓 |
| FLR | FLUOR CORP | $2,705.80万 | 0.05% | 20,387,000 | -2,400,000 | -10.5% | -$318.53万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $2,707.40万 | 0.05% | 517,230 | -345,353 | -40.0% | -$1,807.72万 | 减仓 |
| DIS | DISNEY WALT CO | $2,708.60万 | 0.05% | 281,360 | -8,104 | -2.8% | -$78.02万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $2,710.60万 | 0.05% | 353,353 | -46,709 | -11.7% | -$358.31万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2,733.60万 | 0.05% | 178,718 | -78,011 | -30.4% | -$1,193.23万 | 减仓 |
| — | EXXON MOBIL CORP | $2,734.70万 | 0.05% | 200,037 | -2,515,312 | -92.6% | -$3.44亿 | 减仓 |
| QUAL | ISHARES TR | $2,753.00万 | 0.05% | 125,485 | -139,027 | -52.6% | -$3,050.10万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $2,760.90万 | 0.05% | 214,875 | -15,842 | -6.9% | -$203.55万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $2,773.10万 | 0.05% | 114,125 | 67,332 | 143.9% | $1,636.09万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,790.70万 | 0.05% | 62,563 | 22,531 | 56.3% | $1,005.02万 | 加仓 |
| NEM | NEWMONT CORP | $2,805.90万 | 0.05% | 300,345 | -11,767 | -3.8% | -$109.93万 | 减仓 |
| IXN | ISHARES TR | $2,806.70万 | 0.05% | 194,263 | -1,682 | -0.9% | -$24.30万 | 减仓 |
| SEIC | SEI INVTS CO | $2,846.70万 | 0.05% | 324,567 | -1,021 | -0.3% | -$8.95万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $2,854.50万 | 0.05% | 708,493 | 46,556 | 7.0% | $187.57万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $2,855.40万 | 0.05% | 221,316 | 12,218 | 5.8% | $157.64万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,860.50万 | 0.05% | 83,904 | -22,087 | -20.8% | -$753.00万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $2,863.60万 | 0.05% | 1,221,638 | 324,813 | 36.2% | $761.38万 | 加仓 |
| PLD | PROLOGIS INC. | $2,869.20万 | 0.05% | 211,752 | -3,748 | -1.7% | -$50.78万 | 减仓 |
| FER | FERROVIAL NV | $2,875.40万 | 0.05% | 419,303 | 43,954 | 11.7% | $301.42万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $2,907.20万 | 0.05% | 271,358 | -142,977 | -34.5% | -$1,531.79万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $2,923.90万 | 0.05% | 564,667 | -18,893 | -3.2% | -$97.83万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,940.50万 | 0.05% | 276,596 | 48,610 | 21.3% | $516.77万 | 加仓 |
| WWD | WOODWARD INC | $2,969.60万 | 0.05% | 69,801 | 42,323 | 154.0% | $1,800.58万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2,982.90万 | 0.05% | 652,724 | 31,652 | 5.1% | $144.65万 | 加仓 |
| BLK | BLACKROCK INC | $3,002.00万 | 0.05% | 31,221 | -197 | -0.6% | -$18.94万 | 减仓 |
| — | BANK OF AMER CORP | $3,009.90万 | 0.05% | 23,993 | 260 | 1.1% | $32.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $3,032.90万 | 0.05% | 362,143 | 7,940 | 2.2% | $66.50万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $3,076.90万 | 0.05% | 1,030,798 | 9,695 | 0.9% | $28.94万 | 加仓 |
| IJH | ISHARES TR | $3,083.50万 | 0.05% | 399,883 | 668 | 0.2% | $5.15万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $3,124.90万 | 0.05% | 709,705 | -9,213 | -1.3% | -$40.57万 | 减仓 |
| ESGD | ISHARES TR | $3,134.70万 | 0.05% | 304,935 | 90,735 | 42.4% | $932.75万 | 加仓 |
| SXI | STANDEX INTL CORP | $3,142.70万 | 0.05% | 87,866 | -760 | -0.9% | -$27.18万 | 减仓 |
| SKT | TANGER INC | $3,160.90万 | 0.05% | 800,824 | -31,575 | -3.8% | -$124.63万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $3,162.80万 | 0.05% | 34,053,000 | -175,000 | -0.5% | -$16.25万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $3,174.90万 | 0.05% | 41,899 | 16,259 | 63.4% | $1,232.03万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $3,198.80万 | 0.05% | 1,558,103 | -37,861 | -2.4% | -$77.73万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $3,249.70万 | 0.05% | 1,306,005 | -88,695 | -6.4% | -$220.70万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $3,297.70万 | 0.06% | 33,937,000 | 33,937,000 | — | $3,297.70万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3,324.40万 | 0.06% | 94,963 | -6,071 | -6.0% | -$212.53万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $3,394.30万 | 0.06% | 109,514 | 90,860 | 487.1% | $2,816.13万 | 加仓 |
| ABNB | AIRBNB INC | $3,408.10万 | 0.06% | 238,145 | 219,979 | 1,210.9% | $3,148.13万 | 加仓 |
| EQIX | EQUINIX INC | $3,409.90万 | 0.06% | 32,707 | 12,700 | 63.5% | $1,324.05万 | 加仓 |
| WELL | WELLTOWER INC | $3,445.70万 | 0.06% | 151,803 | -453 | -0.3% | -$10.28万 | 减仓 |
| GM | GENERAL MTRS CO | $3,447.30万 | 0.06% | 447,227 | 198,818 | 80.0% | $1,532.52万 | 加仓 |
| UGI | UGI CORP NEW | $3,450.70万 | 0.06% | 999,037 | -6,981 | -0.7% | -$24.11万 | 减仓 |
| MUNI | PIMCO ETF TR | $3,453.80万 | 0.06% | 656,614 | 40,916 | 6.6% | $215.22万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,472.00万 | 0.06% | 588,188 | -78,650 | -11.8% | -$464.26万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,491.80万 | 0.06% | 387,541 | 226,688 | 140.9% | $2,042.49万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $3,546.90万 | 0.06% | 154,323 | 61,151 | 65.6% | $1,405.47万 | 加仓 |
| ATR | APTARGROUP INC | $3,550.30万 | 0.06% | 283,571 | 247,708 | 690.7% | $3,101.30万 | 加仓 |
| EFV | ISHARES TR | $3,557.30万 | 0.06% | 464,683 | -432,810 | -48.2% | -$3,313.30万 | 减仓 |
| — | WELLS FARGO & CO | $3,573.30万 | 0.06% | 30,884 | 959 | 3.2% | $110.96万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $3,586.70万 | 0.06% | 833,460 | -203,757 | -19.6% | -$876.84万 | 减仓 |
| EFG | ISHARES TR | $3,608.00万 | 0.06% | 290,790 | 62,419 | 27.3% | $774.47万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,635.30万 | 0.06% | 1,142,449 | -123,414 | -9.7% | -$392.71万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $3,645.10万 | 0.06% | 1,858,277 | 733,350 | 65.2% | $1,438.50万 | 加仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $3,652.00万 | 0.06% | 739,792 | -684,955 | -48.1% | -$3,381.30万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $3,665.80万 | 0.06% | 18,416,000 | -10,106,000 | -35.4% | -$2,011.65万 | 减仓 |
| TTC | TORO CO | $3,665.90万 | 0.06% | 376,309 | 180,700 | 92.4% | $1,760.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,676.80万 | 0.06% | 399,274 | -3,595 | -0.9% | -$33.11万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $3,684.00万 | 0.06% | 606,028 | -63,745 | -9.5% | -$387.50万 | 减仓 |
| GRNY | TIDAL TRUST I | $3,712.40万 | 0.06% | 1,342,646 | 9,241 | 0.7% | $25.55万 | 加仓 |
| BELFB | BEL FUSE INC | $3,720.00万 | 0.06% | 111,726 | -76,330 | -40.6% | -$2,541.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,780.60万 | 0.06% | 119,996 | -914 | -0.8% | -$28.80万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3,783.00万 | 0.06% | 2,246,000 | -2,333,000 | -50.9% | -$3,929.54万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $3,857.40万 | 0.06% | 1,285,377 | 968,069 | 305.1% | $2,905.16万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $3,870.80万 | 0.07% | 516,384 | 15,765 | 3.1% | $118.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3,892.20万 | 0.07% | 51,006 | 1,584 | 3.2% | $120.87万 | 加仓 |
| TJX | TJX COS INC NEW | $3,913.90万 | 0.07% | 258,347 | 134,219 | 108.1% | $2,033.39万 | 加仓 |
| — | PG&E CORP | $3,934.50万 | 0.07% | 38,370,000 | 4,510,000 | 13.3% | $462.46万 | 加仓 |
| IBB | ISHARES TR | $3,967.70万 | 0.07% | 208,618 | -564,194 | -73.0% | -$1.07亿 | 减仓 |
| SR | SPIRE INC | $4,040.50万 | 0.07% | 517,411 | -181,739 | -26.0% | -$1,419.21万 | 减仓 |
| EMN | EASTMAN CHEM CO | $4,074.50万 | 0.07% | 608,315 | -16,300 | -2.6% | -$109.18万 | 减仓 |
| TTE | TOTALENERGIES SE | $4,109.90万 | 0.07% | 528,414 | 325,918 | 161.0% | $2,534.93万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $4,153.20万 | 0.07% | 527,990 | -7,357 | -1.4% | -$57.87万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $4,153.50万 | 0.07% | 740,772 | 241,605 | 48.4% | $1,354.68万 | 加仓 |
| MDT | MEDTRONIC PLC | $4,170.20万 | 0.07% | 532,992 | -127,681 | -19.3% | -$998.99万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $4,224.00万 | 0.07% | 625,213 | 224,523 | 56.0% | $1,516.90万 | 加仓 |
| MUB | ISHARES TR | $4,233.40万 | 0.07% | 393,335 | 17,566 | 4.7% | $189.06万 | 加仓 |
| UBS | UBS GROUP AG | $4,239.00万 | 0.07% | 853,597 | -12,223 | -1.4% | -$60.70万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $4,286.20万 | 0.07% | 4,669,040 | -324,795 | -6.5% | -$298.16万 | 减仓 |