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 |
|---|---|---|---|---|---|---|---|---|
| AVA | AVISTA CORP | $511.70万 | 0.01% | 127,480 | 62,158 | 95.2% | $249.50万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $511.50万 | 0.01% | 82,690 | 28,343 | 52.2% | $175.32万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $507.20万 | 0.01% | 67,284 | -187 | -0.3% | -$1.41万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $506.30万 | 0.01% | 17,995 | 249 | 1.4% | $7.01万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $505.00万 | 0.01% | 142,252 | 3,842 | 2.8% | $13.64万 | 加仓 |
| LMUB | ISHARES TR | $505.00万 | 0.01% | 101,206 | 101,206 | — | $505.00万 | 新建仓 |
| LKQ | LKQ CORP | $503.20万 | 0.01% | 171,326 | -5,031 | -2.9% | -$14.78万 | 减仓 |
| FORM | FORMFACTOR INC | $501.80万 | 0.01% | 51,741 | -1,524 | -2.9% | -$14.78万 | 减仓 |
| — | VANECK FDS | $501.60万 | 0.01% | 155,035 | -19,391 | -11.1% | -$62.74万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $501.00万 | 0.01% | 100,590 | -1,717 | -1.7% | -$8.55万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC | $500.80万 | 0.01% | 130,305 | -6,175 | -4.5% | -$23.73万 | 减仓 |
| SBUX | STARBUCKS CORP | $500.70万 | 0.01% | 55,908 | -146 | -0.3% | -$1.31万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $500.20万 | 0.01% | 117,860 | 43 | 0.0% | $1,825 | 加仓 |
| SOXX | ISHARES TR | $499.90万 | 0.01% | 15,222 | -204,614 | -93.1% | -$6,719.65万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $498.90万 | 0.01% | 54,071 | -4,989 | -8.4% | -$46.03万 | 减仓 |
| AIR | AAR CORP | $494.60万 | 0.01% | 45,187 | -6,790 | -13.1% | -$74.32万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $493.30万 | 0.01% | 125,547 | -1,669 | -1.3% | -$6.56万 | 减仓 |
| KMX | CARMAX INC | $491.60万 | 0.01% | 118,244 | -6,271 | -5.0% | -$26.07万 | 减仓 |
| VLO | VALERO ENERGY CORP | $491.10万 | 0.01% | 19,876 | -9,219 | -31.7% | -$227.78万 | 减仓 |
| EMR | EMERSON ELEC CO | $490.90万 | 0.01% | 37,503 | 213 | 0.6% | $2.79万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $490.60万 | 0.01% | 12,467 | -225 | -1.8% | -$8.85万 | 减仓 |
| SYSB | ISHARES TR | $489.20万 | 0.01% | 55,022 | 181 | 0.3% | $1.61万 | 加仓 |
| INFY | INFOSYS LTD | $489.00万 | 0.01% | 361,934 | -75,398 | -17.2% | -$101.87万 | 减仓 |
| RING | ISHARES INC | $489.00万 | 0.01% | 61,914 | -6,329 | -9.3% | -$49.99万 | 减仓 |
| GLPI | GAMING & LEISURE P | $488.70万 | 0.01% | 110,139 | 952 | 0.9% | $4.22万 | 加仓 |
| AROC | ARCHROCK INC | $487.60万 | 0.01% | 140,114 | -3,447 | -2.4% | -$12.00万 | 减仓 |
| BOXX | EA SERIES TRUST | $487.10万 | 0.01% | 41,887 | 3,923 | 10.3% | $45.62万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $483.90万 | 0.01% | 157,569 | -75,682 | -32.4% | -$232.42万 | 减仓 |
| SANM | SANMINA CORP | $481.40万 | 0.01% | 37,135 | -1,379 | -3.6% | -$17.88万 | 减仓 |
| TWLO | TWILIO INC | $481.00万 | 0.01% | 38,371 | -605 | -1.6% | -$7.58万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $478.20万 | 0.01% | 210,823 | 43,794 | 26.2% | $99.34万 | 加仓 |
| SMTC | SEMTECH CORP | $474.90万 | 0.01% | 61,768 | 2,144 | 3.6% | $16.48万 | 加仓 |
| CME | CME GROUP INC | $474.70万 | 0.01% | 16,066 | 560 | 3.6% | $16.55万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $471.90万 | 0.01% | 85,918 | 101 | 0.1% | $5,547 | 加仓 |
| RDN | RADIAN GROUP INC | $470.90万 | 0.01% | 142,353 | -2,664 | -1.8% | -$8.81万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $470.60万 | 0.01% | 25,424 | 280 | 1.1% | $5.18万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $469.50万 | 0.01% | 6,883 | -73 | -1.0% | -$4.98万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $469.30万 | 0.01% | 47,762 | -1,063 | -2.2% | -$10.44万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $468.20万 | 0.01% | 96,912 | -76,158 | -44.0% | -$367.93万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $466.80万 | 0.01% | 78,925 | -101 | -0.1% | -$5,974 | 减仓 |
| URNM | SPROTT FDS TR | $464.50万 | 0.01% | 73,730 | -65,054 | -46.9% | -$409.84万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $463.90万 | 0.01% | 128,626 | -10,332 | -7.4% | -$37.26万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $462.90万 | 0.01% | 60,465 | 60,465 | — | $462.90万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $462.50万 | 0.01% | 26,726 | 978 | 3.8% | $16.92万 | 加仓 |
| CABO | CABLE ONE INC | $459.00万 | 0.01% | 6,100,000 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $458.20万 | 0.01% | 34,375 | 32,425 | 1,662.8% | $432.21万 | 加仓 |
| — | AIR LEASE CORP | $457.80万 | 0.01% | 70,492 | -39,640 | -36.0% | -$257.44万 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $457.10万 | 0.01% | 341,601 | 204,510 | 149.2% | $273.66万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATIO | $456.20万 | 0.01% | 34,873 | 4,075 | 13.2% | $53.31万 | 加仓 |
| APG | API GROUP CORP | $453.20万 | 0.01% | 111,846 | 2,225 | 2.0% | $9.02万 | 加仓 |
| ATR | APTARGROUP INC | $451.90万 | 0.01% | 35,863 | 10,786 | 43.0% | $135.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $451.70万 | 0.01% | 66,180 | 1,067 | 1.6% | $7.28万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $451.20万 | 0.01% | 31,730 | 11,714 | 58.5% | $166.57万 | 加仓 |
| JBL | JABIL INC | $451.00万 | 0.01% | 16,977 | -105 | -0.6% | -$2.79万 | 减仓 |
| EXC | EXELON CORP | $450.70万 | 0.01% | 91,947 | -1,150 | -1.2% | -$5.64万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $449.50万 | 0.01% | 52,175 | 52,175 | — | $449.50万 | 新建仓 |
| — | NUSHARES ETF TR | $449.00万 | 0.01% | 192,672 | -7,532 | -3.8% | -$17.55万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS | $446.60万 | 0.01% | 20,109 | 4,740 | 30.8% | $105.27万 | 加仓 |
| USXF | ISHARES TR | $446.40万 | 0.01% | 81,964 | -2,022 | -2.4% | -$11.01万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $445.00万 | 0.01% | 17,226 | -508 | -2.9% | -$13.12万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $444.00万 | 0.01% | 21,120 | -1,169 | -5.2% | -$24.58万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $443.60万 | 0.01% | 34,689 | -1,023 | -2.9% | -$13.08万 | 减仓 |
| DCI | DONALDSON INC | $442.70万 | 0.01% | 52,151 | 12,957 | 33.1% | $109.99万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $442.00万 | 0.01% | 34,893 | 307 | 0.9% | $3.89万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $441.70万 | 0.01% | 55,721 | -41,355 | -42.6% | -$327.82万 | 减仓 |
| — | BLOCK INC | $441.60万 | 0.01% | 4,720,000 | -3,000,000 | -38.9% | -$280.68万 | 减仓 |
| IJS | ISHARES TR | $440.40万 | 0.01% | 37,181 | 1,685 | 4.7% | $19.96万 | 加仓 |
| CCJ | CAMECO CORP | $440.10万 | 0.01% | 40,555 | 37,061 | 1,060.7% | $402.18万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $439.00万 | 0.01% | 631,593 | -106,712 | -14.5% | -$74.17万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $438.30万 | 0.01% | 103,749 | 70,549 | 212.5% | $298.04万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $437.40万 | 0.01% | 58,909 | -799 | -1.3% | -$5.93万 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $436.30万 | 0.01% | 103,302 | 40,572 | 64.7% | $171.36万 | 加仓 |
| — | QORVO INC | $435.80万 | 0.01% | 56,310 | -1,466 | -2.5% | -$11.35万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $435.70万 | 0.01% | 23,172 | 8,198 | 54.7% | $154.15万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $435.30万 | 0.01% | 192,863 | 45,289 | 30.7% | $102.22万 | 加仓 |
| MFC | MANULIFE FINL CORP | $434.50万 | 0.01% | 126,534 | 107,824 | 576.3% | $370.25万 | 加仓 |
| TOST | TOAST INC | $433.70万 | 0.01% | 163,581 | -1,375 | -0.8% | -$3.65万 | 减仓 |
| TCPB | THRIVENT ETF TRUST | $433.30万 | 0.01% | 85,402 | -332,903 | -79.6% | -$1,689.03万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $432.30万 | 0.01% | 69,899 | -16,525 | -19.1% | -$102.20万 | 减仓 |
| HEI/A | HEICO CORP NEW | $431.20万 | 0.01% | 20,425 | 19,194 | 1,559.2% | $405.21万 | 加仓 |
| IBTH | ISHARES TR | $431.10万 | 0.01% | 192,190 | -6,834 | -3.4% | -$15.33万 | 减仓 |
| VGT | VANGUARD WORLD FD | $431.00万 | 0.01% | 6,183 | -1,845 | -23.0% | -$128.61万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGI | $430.50万 | 0.01% | 75,827 | -98,017 | -56.4% | -$556.48万 | 减仓 |
| IUSG | ISHARES TR | $429.20万 | 0.01% | 27,670 | -77 | -0.3% | -$1.19万 | 减仓 |
| IWM | ISHARES TR | $427.90万 | 0.01% | 17,343 | -49,165 | -73.9% | -$1,213.04万 | 减仓 |
| WSBC | WESBANCO INC | $427.80万 | 0.01% | 124,026 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $424.20万 | 0.01% | 76,229 | -15,277 | -16.7% | -$85.01万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $421.80万 | 0.01% | 44,460 | -398 | -0.9% | -$3.78万 | 减仓 |
| RUNN | STRATEGIC TRUST | $421.00万 | 0.01% | 130,696 | 130,696 | — | $421.00万 | 新建仓 |
| DAN | DANA INC | $420.50万 | 0.01% | 124,961 | 18,411 | 17.3% | $61.95万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $420.40万 | 0.01% | 54,920 | 41,269 | 302.3% | $315.90万 | 加仓 |
| EWC | ISHARES INC | $420.00万 | 0.01% | 76,690 | -33,999 | -30.7% | -$186.20万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $417.50万 | 0.01% | 176,485 | 74,810 | 73.6% | $176.97万 | 加仓 |
| P | EVERPURE INC | $417.20万 | 0.01% | 70,671 | 368 | 0.5% | $2.17万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $417.10万 | 0.01% | 71,529 | -1,634 | -2.2% | -$9.53万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $416.90万 | 0.01% | 149,307 | 2,297 | 1.6% | $6.41万 | 加仓 |
| AGNC | AGNC INVT CORP | $415.30万 | 0.01% | 414,076 | -160,493 | -27.9% | -$160.97万 | 减仓 |
| VSAT | VIASAT INC | $415.20万 | 0.01% | 90,663 | -2,281 | -2.5% | -$10.45万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $415.20万 | 0.01% | 44,327 | 22,425 | 102.4% | $210.05万 | 加仓 |
| EAT | BRINKER INTL INC | $415.00万 | 0.01% | 29,069 | -2,396 | -7.6% | -$34.21万 | 减仓 |