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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $78.30万 | 0.00% | 8,684 | -3 | -0.0% | -$270 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $78.60万 | 0.00% | 19,719 | -581 | -2.9% | -$2.32万 | 减仓 |
| ACT | ENACT HLDGS INC | $78.70万 | 0.00% | 19,276 | -15,517 | -44.6% | -$63.35万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS | $78.70万 | 0.00% | 6,723 | -6,079 | -47.5% | -$71.16万 | 减仓 |
| VTOL | BRISTOW GROUP INC | $78.70万 | 0.00% | 16,794 | -494 | -2.9% | -$2.31万 | 减仓 |
| CNXC | CONCENTRIX CORP | $79.30万 | 0.00% | 28,976 | 19,022 | 191.1% | $52.06万 | 加仓 |
| GPN | GLOBAL PMTS INC | $79.50万 | 0.00% | 11,808 | 28 | 0.2% | $1,885 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $79.70万 | 0.00% | 5,316 | -31 | -0.6% | -$4,648 | 减仓 |
| — | TWO HARBORS INVENTMENT CORP | $79.90万 | 0.00% | 69,956 | -1,612 | -2.3% | -$1.84万 | 减仓 |
| IBHH | ISHARES TR | $79.90万 | 0.00% | 34,049 | 5,805 | 20.6% | $13.62万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $80.10万 | 0.00% | 12,069 | 5 | 0.0% | $332 | 加仓 |
| VC | VISTEON CORP | $80.30万 | 0.00% | 8,815 | -6,540 | -42.6% | -$59.58万 | 减仓 |
| ELF | E L F BEAUTY INC | $80.60万 | 0.00% | 13,305 | -124 | -0.9% | -$7,512 | 减仓 |
| TNC | TENNANT CO | $80.60万 | 0.00% | 12,132 | -356 | -2.9% | -$2.37万 | 减仓 |
| VIS | VANGUARD WORLD FD | $80.60万 | 0.00% | 2,581 | -11 | -0.4% | -$3,435 | 减仓 |
| XNTK | SPDR SERIES TRUST | $80.80万 | 0.00% | 3,166 | 113 | 3.7% | $2.88万 | 加仓 |
| TRIP | TRIPADVISOR INC | $81.40万 | 0.00% | 76,407 | -4,509 | -5.6% | -$4.80万 | 减仓 |
| — | ELEVATION SERIES TRUST | $81.80万 | 0.00% | 21,990 | -284 | -1.3% | -$1.06万 | 减仓 |
| TY | TRI CONTL CORP | $81.90万 | 0.00% | 25,907 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $82.00万 | 0.00% | 428 | 428 | — | $82.00万 | 新建仓 |
| ASTE | ASTEC INDS INC | $82.20万 | 0.00% | 15,269 | -450 | -2.9% | -$2.42万 | 减仓 |
| VICR | VICOR CORP | $82.40万 | 0.00% | 5,119 | -10,492 | -67.2% | -$168.89万 | 减仓 |
| IBHG | ISHARES TR | $82.50万 | 0.00% | 37,305 | 7,572 | 25.5% | $16.75万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES CO | $82.70万 | 0.00% | 12,285 | 7 | 0.1% | $471 | 加仓 |
| DLX | DELUXE CORP MEDIUM TERM NTS | $82.90万 | 0.00% | 30,118 | -885 | -2.9% | -$2.44万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $83.10万 | 0.00% | 3,993 | -321 | -7.4% | -$6.68万 | 减仓 |
| LNN | LINDSAY CORP | $83.10万 | 0.00% | 6,978 | -446 | -6.0% | -$5.31万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $83.40万 | 0.00% | 20,980 | 20,980 | — | $83.40万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $83.80万 | 0.00% | 4,249 | -686 | -13.9% | -$13.53万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR I | $83.80万 | 0.00% | 11,457 | -2,399 | -17.3% | -$17.55万 | 减仓 |
| MBIN | MERCHANTS BANCORP IND | $84.10万 | 0.00% | 19,605 | 19,605 | — | $84.10万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $84.80万 | 0.00% | 89,254 | -2,628 | -2.9% | -$2.50万 | 减仓 |
| — | PROASSURANCE CORP | $84.80万 | 0.00% | 34,318 | -1,011 | -2.9% | -$2.50万 | 减仓 |
| CSR | CENTERSPACE | $84.90万 | 0.00% | 14,773 | -239 | -1.6% | -$1.37万 | 减仓 |
| HRL | HORMEL FOODS CORP | $85.10万 | 0.00% | 37,581 | -16,295 | -30.2% | -$36.90万 | 减仓 |
| AHCO | ADAPTHEALTH CORP | $85.20万 | 0.00% | 71,631 | -2,109 | -2.9% | -$2.51万 | 减仓 |
| L | LOEWS CORP | $85.50万 | 0.00% | 8,009 | -32 | -0.4% | -$3,416 | 减仓 |
| SHC | SOTERA HEALTH CO | $85.60万 | 0.00% | 59,659 | 5,787 | 10.7% | $8.30万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $85.60万 | 0.00% | 37,084 | -1,093 | -2.9% | -$2.52万 | 减仓 |
| CPAY | CORPAY INC | $85.60万 | 0.00% | 2,943 | 290 | 10.9% | $8.43万 | 加仓 |
| IHI | ISHARES TR | $85.70万 | 0.00% | 16,070 | -3,863 | -19.4% | -$20.60万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $85.70万 | 0.00% | 16,435 | -698 | -4.1% | -$3.64万 | 减仓 |
| ZS | ZSCALER INC | $85.70万 | 0.00% | 6,106 | 4,749 | 350.0% | $66.65万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED AL | $86.00万 | 0.00% | 7,053 | -180 | -2.5% | -$2.19万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $86.10万 | 0.00% | 46,125 | -65,699 | -58.8% | -$122.64万 | 减仓 |
| REX | REX AMERICAN RES CORP | $86.20万 | 0.00% | 18,908 | -627 | -3.2% | -$2.86万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLO | $86.40万 | 0.00% | 99,725 | 0 | 0.0% | — | 不变 |
| — | KENNEDY-WILSON HOLDINGS INC | $86.60万 | 0.00% | 80,082 | -2,357 | -2.9% | -$2.55万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $86.70万 | 0.00% | 25,696 | 178 | 0.7% | $6,006 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $86.80万 | 0.00% | 45,256 | -1,333 | -2.9% | -$2.56万 | 减仓 |
| CRI | CARTERS INC | $87.00万 | 0.00% | 24,328 | -717 | -2.9% | -$2.56万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $87.20万 | 0.00% | 47,028 | -1,385 | -2.9% | -$2.57万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $87.40万 | 0.00% | 197,631 | -2,295 | -1.1% | -$1.01万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $87.50万 | 0.00% | 10,879 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $87.50万 | 0.00% | 12,198 | 1,212 | 11.0% | $8.69万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $87.50万 | 0.00% | 76,329 | 42,401 | 125.0% | $48.61万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $87.80万 | 0.00% | 18,407 | -1,061 | -5.4% | -$5.06万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $87.80万 | 0.00% | 7,514 | 4 | 0.1% | $467 | 加仓 |
| SNPE | DBX ETF TR | $88.10万 | 0.00% | 15,114 | -3,071 | -16.9% | -$17.90万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $88.20万 | 0.00% | 27,971 | 42 | 0.2% | $1,324 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $88.40万 | 0.00% | 21,450 | -3,985 | -15.7% | -$16.42万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $88.50万 | 0.00% | 117,669 | -2,159 | -1.8% | -$1.62万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $88.50万 | 0.00% | 17,846 | 17,846 | — | $88.50万 | 新建仓 |
| CBT | CABOT CORP | $88.60万 | 0.00% | 11,766 | -215 | -1.8% | -$1.62万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $88.70万 | 0.00% | 18,624 | -259,842 | -93.3% | -$1,237.54万 | 减仓 |
| LZB | LA Z BOY INC | $88.80万 | 0.00% | 27,614 | -782 | -2.8% | -$2.51万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $88.80万 | 0.00% | 17,057 | -361 | -2.1% | -$1.88万 | 减仓 |
| DUOL | DUOLINGO INC | $88.90万 | 0.00% | 9,015 | -1,381 | -13.3% | -$13.62万 | 减仓 |
| EDV | VANGUARD WORLD FD | $89.00万 | 0.00% | 13,701 | -3,473 | -20.2% | -$22.56万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $89.00万 | 0.00% | 54,861 | -1,611 | -2.9% | -$2.61万 | 减仓 |
| PBF | PBF ENERGY INC | $89.10万 | 0.00% | 18,705 | 184 | 1.0% | $8,765 | 加仓 |
| DBX | DROPBOX INC | $89.30万 | 0.00% | 39,299 | -70,987 | -64.4% | -$161.31万 | 减仓 |
| — | LEGGETT & PLATT INC | $89.30万 | 0.00% | 90,399 | -2,663 | -2.9% | -$2.63万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $89.50万 | 0.00% | 17,359 | -9,917 | -36.4% | -$51.13万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LT | $89.60万 | 0.00% | 29,960 | 2,353 | 8.5% | $7.04万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $89.70万 | 0.00% | 64,751 | -2,243 | -3.3% | -$3.11万 | 减仓 |
| SCL | STEPAN CO | $89.70万 | 0.00% | 17,955 | -422 | -2.3% | -$2.11万 | 减仓 |
| PRLB | PROTO LABS INC | $90.10万 | 0.00% | 15,805 | -466 | -2.9% | -$2.66万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP | $90.30万 | 0.00% | 91,300 | -2,690 | -2.9% | -$2.66万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GER | $90.30万 | 0.00% | 377,730 | 377,730 | — | $90.30万 | 新建仓 |
| AS | AMER SPORTS INC | $90.40万 | 0.00% | 28,296 | 592 | 2.1% | $1.89万 | 加仓 |
| SNY | SANOFI SA | $90.50万 | 0.00% | 18,929 | -2,109,788 | -99.1% | -$1.01亿 | 减仓 |
| HRB | BLOCK H & R INC | $90.60万 | 0.00% | 28,560 | 92 | 0.3% | $2,918 | 加仓 |
| PGNY | PROGYNY INC | $90.90万 | 0.00% | 53,517 | -1,842,088 | -97.2% | -$3,128.83万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $91.20万 | 0.00% | 137,577 | 56 | 0.0% | $371 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT I | $91.20万 | 0.00% | 5,977 | -13 | -0.2% | -$1,984 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $91.30万 | 0.00% | 30,998 | -910 | -2.9% | -$2.68万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $92.10万 | 0.00% | 15,325 | -1,004 | -6.1% | -$6.03万 | 减仓 |
| DCOM | DIME CMNTY BANCSHARES INC | $92.10万 | 0.00% | 27,228 | -822 | -2.9% | -$2.78万 | 减仓 |
| ANIP | ANI PHARMACEUTICALS INC | $92.30万 | 0.00% | 12,000 | -7,181 | -37.4% | -$55.23万 | 减仓 |
| — | CRACKER BARREL OLD CTRY STO | $92.90万 | 0.00% | 950,000 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $93.10万 | 0.00% | 192,706 | -5,672 | -2.9% | -$2.74万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM F | $93.10万 | 0.00% | 39,850 | 4,000 | 11.2% | $9.35万 | 加仓 |
| SLVM | SYLVAMO CORP | $93.30万 | 0.00% | 22,091 | -672 | -3.0% | -$2.84万 | 减仓 |
| DCH | DAUCH CORP | $93.40万 | 0.00% | 157,512 | 75,953 | 93.1% | $45.04万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $94.00万 | 0.00% | 13,826 | -2,651 | -16.1% | -$18.02万 | 减仓 |
| POST | POST HLDGS INC | $94.00万 | 0.00% | 9,508 | -1,256 | -11.7% | -$12.42万 | 减仓 |
| CROX | CROCS INC | $94.00万 | 0.00% | 11,318 | -372 | -3.2% | -$3.09万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGR | $94.10万 | 0.00% | 12,975 | -20 | -0.2% | -$1,450 | 减仓 |
| DLTR | DOLLAR TREE INC | $94.20万 | 0.00% | 8,604 | 1,409 | 19.6% | $15.43万 | 加仓 |