13F 机构持仓

Thrivent Financial for Lutherans

Minneapolis MN · SEC CIK 0000314984

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$594.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.4%
MSFT 2.5%
AAPL 2.4%
AMZN 2.3%
GOOG 1.5%
META 1.5%
GOOGL 1.4%
AVGO 1.3%
IVV 1.2%
JPM 1.0%

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
WIT WIPRO LTD $36.30万0.00%171,293 -547,245-76.2% -$115.97万 减仓
SAP SAP SE $36.30万0.00%2,132 -1,611-43.0% -$27.43万 减仓
IWN ISHARES TR $36.30万0.00%1,914 1,914— $36.30万 新建仓
SOLV SOLVENTUM CORP $36.40万0.00%5,581 -6,221-52.7% -$40.57万 减仓
NXRT NEXPOINT RESIDENTIAL TR INC $36.40万0.00%14,560 -10,591-42.1% -$26.48万 减仓
PPC PILGRIMS PRIDE CORP $36.40万0.00%9,634 60.1% $227 加仓
AOSL ALPHA & OMEGA SEMICONDUCTOR $36.50万0.00%16,488 -656-3.8% -$1.45万 减仓
STVN STEVANATO GROUP S P A $36.90万0.00%26,870 -2,330,649-98.9% -$3,200.63万 减仓
— RBB FUND TRUST $37.10万0.00%16,976 16,976— $37.10万 新建仓
— NET LEASE OFFICE PROPERTIES $37.30万0.00%32,320 32,320— $37.30万 新建仓
UHT UNIVERSAL HEALTH RLTY INCOM $37.40万0.00%9,253 4825.5% $1.95万 加仓
— FRANKLIN TEMPLETON HOLDINGS $37.70万0.00%6,147 -12,564-67.1% -$77.06万 减仓
SGOL ETFS GOLD TR $37.70万0.00%8,448 4966.2% $2.21万 加仓
AES AES CORP $38.00万0.00%26,956 -755,851-96.6% -$1,065.53万 减仓
IDU ISHARES TR $38.10万0.00%3,282 51818.7% $6.01万 加仓
— AMPLIFY ENERGY CORP NEW $38.10万0.00%61,094 61,094— $38.10万 新建仓
SABR SABRE CORP $38.20万0.00%263,568 -7,763-2.9% -$1.13万 减仓
IBHI ISHARES TR $38.30万0.00%16,461 2,53818.2% $5.91万 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES CO $38.40万0.00%27,670 -10,264-27.1% -$14.24万 减仓
HTZ HERTZ GLOBAL HLDGS INC $38.40万0.00%83,193 -2,449-2.9% -$1.13万 减仓
FENI FIDELITY COVINGTON TRUST $38.50万0.00%10,346 -1,743,726-99.4% -$6,488.83万 减仓
SUNB SUNBELT RENTALS HOLDINGS IN $38.60万0.00%6,164 6,164— $38.60万 新建仓
— AMERICAN WOODMARK CORP $38.70万0.00%9,724 -287-2.9% -$1.14万 减仓
FOX FOX CORP $38.80万0.00%7,312 -8,605-54.1% -$45.66万 减仓
FLO FLOWERS FOODS INC $38.80万0.00%47,580 270.1% $220 加仓
MTUS METALLUS INC $39.10万0.00%23,908 -704-2.9% -$1.15万 减仓
GRPM INVESCO EXCHANGE TRADED FD $39.10万0.00%3,308 76330.0% $9.02万 加仓
ARKK ARK ETF TR $39.30万0.00%5,822 -6,011-50.8% -$40.58万 减仓
XSOE WISDOMTREE TR $39.30万0.00%9,966 -6,061-37.8% -$23.90万 减仓
IMCB ISHARES TR $39.40万0.00%4,842 140.3% $1,139 加仓
LIT GLOBAL X FDS $39.60万0.00%5,320 200.4% $1,489 加仓
SAM BOSTON BEER INC $39.90万0.00%1,733 10.1% $230 加仓
BG BUNGE GLOBAL SA $39.90万0.00%3,138 3,138— $39.90万 新建仓
— RBB FUND TRUST $40.10万0.00%17,362 17,362— $40.10万 新建仓
TILT FLEXSHARES TR $40.50万0.00%1,676 00.0% — 不变
— INVESCO EXCHANGE TRADED FD $40.90万0.00%5,942 5,942— $40.90万 新建仓
SMMD ISHARES TR $41.00万0.00%5,364 00.0% — 不变
LGLV SPDR SERIES TRUST $41.10万0.00%2,310 482.1% $8,540 加仓
ROBO EXCHANGE TRADED CONCEPTS TR $41.30万0.00%6,037 -40-0.7% -$2,736 减仓
FNY FIRST TR EXCHANGE-TRADED AL $41.30万0.00%4,561 -85-1.8% -$7,697 减仓
CBRL CRACKER BARREL OLD CTRY STO $41.90万0.00%14,904 -398-2.6% -$1.12万 减仓
RES RPC INC $42.00万0.00%59,354 -1,747-2.9% -$1.24万 减仓
IART INTEGRA LIFESCIENCES HLDGS $42.10万0.00%44,713 -1,317-2.9% -$1.24万 减仓
AMSF AMERISAFE INC $42.10万0.00%12,624 -372-2.9% -$1.24万 减仓
MMI MARCUS & MILLICHAP INC $42.30万0.00%15,895 -682-4.1% -$1.81万 减仓
SPYD SPDR SERIES TRUST $42.50万0.00%9,329 -7,980-46.1% -$36.35万 减仓
SDGR SCHRODINGER INC $42.60万0.00%37,456 -1,103-2.9% -$1.25万 减仓
MMIT NEW YORK LIFE INVTS ACTIVE $42.60万0.00%17,679 -136-0.8% -$3,277 减仓
NUSC NUSHARES ETF TR $42.80万0.00%9,498 -6,353-40.1% -$28.63万 减仓
XHB SPDR SERIES TRUST $43.20万0.00%4,379 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $43.40万0.00%19,046 260.1% $592 加仓
LZ LEGALZOOM COM INC $43.60万0.00%76,911 76,911— $43.60万 新建仓
VOD VODAFONE GROUP PLC $44.30万0.00%29,512 -5,597-15.9% -$8.40万 减仓
CNXN PC CONNECTION INC $44.30万0.00%7,583 -223-2.9% -$1.30万 减仓
IT GARTNER INC $44.40万0.00%2,801 -75-2.6% -$1.19万 减仓
FOXA FOX CORP $44.40万0.00%7,597 -1,562-17.1% -$9.13万 减仓
CABO CABLE ONE INC $44.40万0.00%4,873 1,68953.0% $15.39万 加仓
UMH UMH PPTYS INC $44.70万0.00%30,997 3,84214.1% $5.54万 加仓
DSU BLACKROCK DEBT STRATEGIES F $44.80万0.00%46,755 30,322184.5% $29.05万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $45.10万0.00%8,549 -47-0.5% -$2,479 减仓
CERT CERTARA INC $45.40万0.00%79,733 -2,348-2.9% -$1.34万 减仓
PRAA PRA GROUP INC $45.60万0.00%26,042 -767-2.9% -$1.34万 减仓
QNST QUINSTREET INC $45.70万0.00%38,042 -954-2.4% -$1.15万 减仓
— MISTER CAR WASH INC $45.70万0.00%65,593 -1,931-2.9% -$1.35万 减仓
EGBN EAGLE BANCORPORATION INC $45.90万0.00%18,447 -544-2.9% -$1.35万 减仓
FBRT FRANKLIN BSP RLTY TR INC $46.20万0.00%54,436 -20,043-26.9% -$17.01万 减仓
GO GROCERY OUTLET HLDG CORP $46.20万0.00%65,504 -1,929-2.9% -$1.36万 减仓
AMPH AMPHASTAR PHARMACEUTICALS I $46.30万0.00%23,618 -695-2.9% -$1.36万 减仓
UA UNDER ARMOUR INC $46.30万0.00%80,040 -1,538-1.9% -$8,897 减仓
IYJ ISHARES TR $46.40万0.00%3,143 -2-0.1% -$295 减仓
RECS COLUMBIA ETF TR I $46.50万0.00%11,937 -942-7.3% -$3.67万 减仓
OWL BLUE OWL CAPITAL INC $46.60万0.00%51,060 -28,722-36.0% -$26.21万 减仓
IWV ISHARES TR $46.80万0.00%1,264 40.3% $1,481 加仓
SHEN SHENANDOAH TELECOMMUNICATIO $46.90万0.00%30,414 -895-2.9% -$1.38万 减仓
AMN AMN HEALTHCARE SVCS INC $47.00万0.00%25,640 -755-2.9% -$1.38万 减仓
VDC VANGUARD WORLD FD $47.10万0.00%2,098 -77-3.5% -$1.73万 减仓
FRBA FIRST BK WILLIAMSTOWN NEW J $47.10万0.00%29,392 29,392— $47.10万 新建仓
DNP DNP SELECT INCOME FD INC $47.20万0.00%45,805 -11,792-20.5% -$12.15万 减仓
ECOW PACER FDS TR $47.40万0.00%17,766 6003.5% $1.60万 加仓
CPRI CAPRI HOLDINGS LIMITED $47.70万0.00%27,065 190.1% $335 加仓
— PIMCO HIGH INCOME FD $47.70万0.00%103,000 00.0% — 不变
IBDV ISHARES TR $47.80万0.00%21,855 7,33750.5% $16.05万 加仓
SCSC SCANSOURCE INC $47.90万0.00%13,191 -680-4.9% -$2.47万 减仓
VREX VAREX IMAGING CORP $47.90万0.00%45,192 45,192— $47.90万 新建仓
DX DYNEX CAP INC $48.10万0.00%37,718 -25,041-39.9% -$31.93万 减仓
LQDT LIQUIDITY SVCS INC $48.10万0.00%15,733 -580-3.6% -$1.77万 减仓
FCG FIRST TR EXCHANGE-TRADED FD $48.10万0.00%15,166 3,96435.4% $12.57万 加仓
APOG APOGEE ENTERPRISES INC $48.20万0.00%14,358 -424-2.9% -$1.42万 减仓
NPK NATIONAL PRESTO INDS INC $48.40万0.00%3,533 -104-2.9% -$1.42万 减仓
RH RH $48.50万0.00%3,469 80.2% $1,118 加仓
SMP STANDARD MTR PRODS INC $48.50万0.00%13,950 -411-2.9% -$1.43万 减仓
CHH CHOICE HOTELS INTL INC $48.60万0.00%4,710 30.1% $310 加仓
BLKB BLACKBAUD INC $49.00万0.00%12,693 -194-1.5% -$7,489 减仓
IIIN INSTEEL INDS INC $49.00万0.00%14,577 -395-2.6% -$1.33万 减仓
REM ISHARES TR $49.20万0.00%22,923 00.0% — 不变
SPYX SPDR SERIES TRUST $49.40万0.00%9,324 6747.8% $3.57万 加仓
CXM SPRINKLR INC $49.50万0.00%82,514 -669-0.8% -$4,013 减仓
BJRI BJS RESTAURANTS INC $49.50万0.00%14,107 -416-2.9% -$1.46万 减仓
BBY BEST BUY INC $49.70万0.00%7,746 -11,437-59.6% -$73.38万 减仓
— BIOLIFE SOLUTIONS INC $49.70万0.00%26,031 -767-2.9% -$1.46万 减仓