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 |
|---|---|---|---|---|---|---|---|---|
| PBW | INVESCO EXCHANGE TRADED FD | $62.50万 | 0.00% | 19,802 | -165 | -0.8% | -$5,208 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $62.60万 | 0.00% | 13,356 | 1,446 | 12.1% | $6.78万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $62.60万 | 0.00% | 32,555 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $62.70万 | 0.00% | 28,604 | 4,033 | 16.4% | $8.84万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $62.80万 | 0.00% | 34,786 | -1,025 | -2.9% | -$1.85万 | 减仓 |
| INVX | INNOVEX INTERNATIONAL INC | $62.80万 | 0.00% | 25,765 | -759 | -2.9% | -$1.85万 | 减仓 |
| GEN | GEN DIGITAL INC | $63.10万 | 0.00% | 33,515 | -8,744 | -20.7% | -$16.46万 | 减仓 |
| UNTY | UNITY BANCORP INC | $63.60万 | 0.00% | 12,270 | 7,149 | 139.6% | $37.06万 | 加仓 |
| NEO | NEOGENOMICS INC | $64.10万 | 0.00% | 86,363 | -2,543 | -2.9% | -$1.89万 | 减仓 |
| YETI | YETI HLDGS INC | $64.10万 | 0.00% | 17,531 | 10 | 0.1% | $366 | 加仓 |
| PSN | PARSONS CORP DEL | $64.60万 | 0.00% | 11,922 | -68 | -0.6% | -$3,685 | 减仓 |
| NSP | INSPERITY INC | $64.70万 | 0.00% | 23,923 | -690 | -2.8% | -$1.87万 | 减仓 |
| MSTR | STRATEGY INC | $64.70万 | 0.00% | 5,188 | 171 | 3.4% | $2.13万 | 加仓 |
| SSRM | SSR MINING IN | $65.20万 | 0.00% | 22,192 | 22,192 | — | $65.20万 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $65.30万 | 0.00% | 5,695 | 4 | 0.1% | $459 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $65.60万 | 0.00% | 5,716 | -16,042 | -73.7% | -$184.11万 | 减仓 |
| PII | POLARIS INC | $65.60万 | 0.00% | 12,039 | 6 | 0.0% | $327 | 加仓 |
| WS | WORTHINGTON STL INC | $65.90万 | 0.00% | 21,704 | -650 | -2.9% | -$1.97万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $66.10万 | 0.00% | 66,495 | 39 | 0.1% | $388 | 加仓 |
| RWT | REDWOOD TRUST INC | $66.30万 | 0.00% | 118,250 | 31,203 | 35.8% | $17.49万 | 加仓 |
| NDSN | NORDSON CORP | $66.40万 | 0.00% | 2,497 | 87 | 3.6% | $2.31万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $66.60万 | 0.00% | 15,223 | 9 | 0.1% | $394 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $66.80万 | 0.00% | 40,674 | -1,076 | -2.6% | -$1.77万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $66.80万 | 0.00% | 2,224 | -19 | -0.8% | -$5,707 | 减仓 |
| — | HOLOGIC INC | $66.90万 | 0.00% | 8,845 | -17 | -0.2% | -$1,286 | 减仓 |
| ROKU | ROKU INC | $67.00万 | 0.00% | 7,073 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $67.10万 | 0.00% | 8,302 | 347 | 4.4% | $2.80万 | 加仓 |
| HLIT | HARMONIC INC | $67.30万 | 0.00% | 74,913 | -2,206 | -2.9% | -$1.98万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $67.30万 | 0.00% | 51,308 | -1,512 | -2.9% | -$1.98万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $67.50万 | 0.00% | 8,264 | 716 | 9.5% | $5.85万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $67.60万 | 0.00% | 51,497 | -707,352 | -93.2% | -$928.54万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $67.60万 | 0.00% | 3,465 | -3,117 | -47.4% | -$60.81万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $67.70万 | 0.00% | 58,081 | -12,538 | -17.8% | -$14.61万 | 减仓 |
| CVI | CVR ENERGY INC | $67.70万 | 0.00% | 20,131 | -593 | -2.9% | -$1.99万 | 减仓 |
| ADAM | ADAMAS TRUST INC. | $67.80万 | 0.00% | 92,119 | 14,089 | 18.1% | $10.37万 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $67.90万 | 0.00% | 9,903 | -291 | -2.9% | -$2.00万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $68.10万 | 0.00% | 24,442 | 27 | 0.1% | $752 | 加仓 |
| PCVX | VAXCYTE INC | $68.20万 | 0.00% | 11,742 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $68.40万 | 0.00% | 10,362 | 1,764 | 20.5% | $11.64万 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $68.60万 | 0.00% | 24,781 | -746 | -2.9% | -$2.07万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $68.60万 | 0.00% | 7,560 | -235 | -3.0% | -$2.13万 | 减仓 |
| SDCI | USCF ETF TR | $68.80万 | 0.00% | 25,271 | 4,832 | 23.6% | $13.16万 | 加仓 |
| KRC | KILROY REALTY CORP | $69.30万 | 0.00% | 24,564 | 55 | 0.2% | $1,552 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL IN | $69.80万 | 0.00% | 21,100 | -622 | -2.9% | -$2.06万 | 减仓 |
| PDFS | PDF SOLUTIONS INC | $69.90万 | 0.00% | 21,363 | -629 | -2.9% | -$2.06万 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $70.00万 | 0.00% | 42,523 | -822 | -1.9% | -$1.35万 | 减仓 |
| HPQ | HP INC | $70.10万 | 0.00% | 36,483 | -11,159 | -23.4% | -$21.44万 | 减仓 |
| DOCS | DOXIMITY INC | $70.20万 | 0.00% | 30,149 | -6,563 | -17.9% | -$15.28万 | 减仓 |
| MBC | MASTERBRAND INC | $70.30万 | 0.00% | 84,622 | -2,492 | -2.9% | -$2.07万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $70.40万 | 0.00% | 4,333 | -3,302 | -43.2% | -$53.65万 | 减仓 |
| SUSA | ISHARES TR | $70.40万 | 0.00% | 5,333 | 165 | 3.2% | $2.18万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $70.40万 | 0.00% | 3,260 | -78 | -2.3% | -$1.68万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $70.60万 | 0.00% | 28,798 | -848 | -2.9% | -$2.08万 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $70.90万 | 0.00% | 16,626 | -490 | -2.9% | -$2.09万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $70.90万 | 0.00% | 21,886 | -645 | -2.9% | -$2.09万 | 减仓 |
| QLYS | QUALYS INC | $71.00万 | 0.00% | 8,079 | -2,127 | -20.8% | -$18.69万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $71.40万 | 0.00% | 27,450 | -19,467 | -41.5% | -$50.64万 | 减仓 |
| IYR | ISHARES TR | $71.80万 | 0.00% | 7,589 | -347 | -4.4% | -$3.28万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $72.10万 | 0.00% | 28,110 | -1,374 | -4.7% | -$3.52万 | 减仓 |
| SEZL | SEZZLE INC | $72.10万 | 0.00% | 11,398 | -336 | -2.9% | -$2.13万 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $72.20万 | 0.00% | 9,942 | -292 | -2.9% | -$2.12万 | 减仓 |
| BRO | BROWN & BROWN INC | $72.30万 | 0.00% | 11,082 | -2,331 | -17.4% | -$15.21万 | 减仓 |
| PVH | PVH CORPORATION | $72.60万 | 0.00% | 10,409 | -516 | -4.7% | -$3.60万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $72.80万 | 0.00% | 8,980 | -266 | -2.9% | -$2.16万 | 减仓 |
| CNMD | CONMED CORP | $73.10万 | 0.00% | 20,671 | -609 | -2.9% | -$2.15万 | 减仓 |
| FRME | FIRST MERCHANTS CORP | $73.20万 | 0.00% | 18,916 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $73.30万 | 0.00% | 105,482 | -76,606 | -42.1% | -$53.23万 | 减仓 |
| AZTA | AZENTA INC | $73.50万 | 0.00% | 34,763 | -671 | -1.9% | -$1.42万 | 减仓 |
| KBH | KB HOME | $73.70万 | 0.00% | 14,234 | -350 | -2.4% | -$1.81万 | 减仓 |
| ESML | ISHARES TR | $73.80万 | 0.00% | 15,694 | 4,157 | 36.0% | $19.55万 | 加仓 |
| XNCR | XENCOR INC | $73.90万 | 0.00% | 61,273 | -21,555 | -26.0% | -$26.00万 | 减仓 |
| EXPO | EXPONENT INC | $74.00万 | 0.00% | 11,337 | 6 | 0.1% | $392 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS I | $74.30万 | 0.00% | 26,526 | -781 | -2.9% | -$2.19万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $74.40万 | 0.00% | 12,235 | -9,138 | -42.8% | -$55.57万 | 减仓 |
| XPEL | XPEL INC | $74.40万 | 0.00% | 16,813 | -495 | -2.9% | -$2.19万 | 减仓 |
| QDEL | QUIDELORTHO CORP | $74.50万 | 0.00% | 45,343 | -1,336 | -2.9% | -$2.20万 | 减仓 |
| UAA | UNDER ARMOUR INC | $74.70万 | 0.00% | 126,385 | -3,712 | -2.9% | -$2.19万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $74.80万 | 0.00% | 9,962 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $74.90万 | 0.00% | 2,063 | -1,477 | -41.7% | -$53.62万 | 减仓 |
| SEB | SEABOARD CORP DEL | $75.20万 | 0.00% | 133 | 133 | — | $75.20万 | 新建仓 |
| ISTB | ISHARES TR | $75.30万 | 0.00% | 15,530 | -1,016 | -6.1% | -$4.93万 | 减仓 |
| BBHY | J P MORGAN EXCHANGE TRADED | $75.50万 | 0.00% | 16,544 | -968 | -5.5% | -$4.42万 | 减仓 |
| PRG | PROG HOLDINGS INC | $75.70万 | 0.00% | 26,396 | -778 | -2.9% | -$2.23万 | 减仓 |
| EMA | EMERA INC | $75.70万 | 0.00% | 14,644 | 14,644 | — | $75.70万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $76.00万 | 0.00% | 19,844 | -229 | -1.1% | -$8,770 | 减仓 |
| OLN | OLIN CORP | $76.10万 | 0.00% | 25,595 | -18,818 | -42.4% | -$55.95万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $76.10万 | 0.00% | 10,149 | -299 | -2.9% | -$2.24万 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $76.10万 | 0.00% | 13,766 | -284 | -2.0% | -$1.57万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $76.20万 | 0.00% | 5,322 | -605,100 | -99.1% | -$8,663.78万 | 减仓 |
| KHC | KRAFT HEINZ CO | $76.30万 | 0.00% | 33,920 | -64 | -0.2% | -$1,440 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $76.30万 | 0.00% | 7,852 | 7,852 | — | $76.30万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $76.60万 | 0.00% | 22,746 | 0 | 0.0% | — | 不变 |
| TMB | THORNBURG ETF TR | $76.60万 | 0.00% | 30,040 | 30,040 | — | $76.60万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $76.70万 | 0.00% | 19,760 | 11 | 0.1% | $427 | 加仓 |
| AMRZ | AMRIZE LTD | $76.90万 | 0.00% | 13,728 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $77.10万 | 0.00% | 12,884 | 10 | 0.1% | $598 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $77.30万 | 0.00% | 36,504 | -1,073 | -2.9% | -$2.27万 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $77.30万 | 0.00% | 8,088 | -440 | -5.2% | -$4.21万 | 减仓 |
| WHR | WHIRLPOOL CORP | $77.70万 | 0.00% | 14,402 | 1,658 | 13.0% | $8.95万 | 加仓 |
| AGI | ALAMOS GOLD INC | $78.00万 | 0.00% | 17,548 | 17,548 | — | $78.00万 | 新建仓 |