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 |
|---|---|---|---|---|---|---|---|---|
| POWI | POWER INTEGRATIONS INC | $189.70万 | 0.00% | 37,048 | -976 | -2.6% | -$5.00万 | 减仓 |
| YUM | YUM BRANDS INC | $189.30万 | 0.00% | 12,179 | -9,793 | -44.6% | -$152.21万 | 减仓 |
| RNG | RINGCENTRAL INC | $188.70万 | 0.00% | 50,752 | 50,752 | — | $188.70万 | 新建仓 |
| MGEE | MGE ENERGY INC | $188.50万 | 0.00% | 24,391 | -718 | -2.9% | -$5.55万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $188.40万 | 0.00% | 30,295 | -892 | -2.9% | -$5.55万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $187.60万 | 0.00% | 15,629 | -1,553 | -9.0% | -$18.64万 | 减仓 |
| BCC | BOISE CASCADE CO DEL | $187.50万 | 0.00% | 24,726 | -728 | -2.9% | -$5.52万 | 减仓 |
| AVNT | AVIENT CORPORATION | $187.40万 | 0.00% | 51,623 | 12 | 0.0% | $436 | 加仓 |
| USDU | WISDOMTREE TR | $187.20万 | 0.00% | 71,086 | 71,086 | — | $187.20万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $187.10万 | 0.00% | 62,123 | 2,786 | 4.7% | $8.39万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP I | $187.10万 | 0.00% | 20,786 | 460 | 2.3% | $4.14万 | 加仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & | $186.90万 | 0.00% | 148,164 | -8,000 | -5.1% | -$10.09万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $186.30万 | 0.00% | 56,915 | -49,586 | -46.6% | -$162.31万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $185.70万 | 0.00% | 34,802 | -954 | -2.7% | -$5.09万 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $185.10万 | 0.00% | 43,404 | -2,709 | -5.9% | -$11.55万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $184.90万 | 0.00% | 57,764 | -12,335 | -17.6% | -$39.48万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $184.80万 | 0.00% | 92,150 | 3,896 | 4.4% | $7.81万 | 加仓 |
| PI | IMPINJ INC | $184.40万 | 0.00% | 17,959 | -45,368 | -71.6% | -$465.83万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $184.10万 | 0.00% | 33,689 | 33,689 | — | $184.10万 | 新建仓 |
| PICB | INVESCO EXCH TRADED FD TR I | $183.80万 | 0.00% | 79,886 | -387,442 | -82.9% | -$891.42万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $183.70万 | 0.00% | 40,774 | -1,005 | -2.4% | -$4.53万 | 减仓 |
| STRA | STRATEGIC ED INC | $183.60万 | 0.00% | 22,130 | 2,295 | 11.6% | $19.04万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $183.10万 | 0.00% | 18,977 | -5,286 | -21.8% | -$51.00万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $183.10万 | 0.00% | 37,209 | -5,549 | -13.0% | -$27.31万 | 减仓 |
| — | ELECTRONIC ARTS INC | $182.90万 | 0.00% | 8,969 | -1,091 | -10.8% | -$22.25万 | 减仓 |
| BGB | BLACKSTONE STRATEGIC CRED 2 | $182.50万 | 0.00% | 163,716 | -13,510 | -7.6% | -$15.06万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRU | $182.10万 | 0.00% | 36,123 | 562 | 1.6% | $2.83万 | 加仓 |
| CAVA | CAVA GROUP INC | $181.80万 | 0.00% | 22,474 | -4,659 | -17.2% | -$37.69万 | 减仓 |
| CYTK | CYTOKINETICS INC | $181.60万 | 0.00% | 27,547 | 15 | 0.1% | $989 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $181.50万 | 0.00% | 59,607 | -329 | -0.5% | -$1.00万 | 减仓 |
| UTL | UNITIL CORP | $181.50万 | 0.00% | 34,731 | 5,185 | 17.5% | $27.10万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $180.90万 | 0.00% | 25,453 | -9,416 | -27.0% | -$66.92万 | 减仓 |
| PRI | PRIMERICA INC | $180.10万 | 0.00% | 7,191 | 4 | 0.1% | $1,002 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $179.70万 | 0.00% | 24,735 | 2,162 | 9.6% | $15.71万 | 加仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS | $179.50万 | 0.00% | 316,010 | -325,025 | -50.7% | -$184.62万 | 减仓 |
| CNX | CNX RES CORP | $179.10万 | 0.00% | 46,457 | 16,095 | 53.0% | $62.05万 | 加仓 |
| BIIB | BIOGEN INC | $178.10万 | 0.00% | 9,715 | -4,272 | -30.5% | -$78.32万 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $176.40万 | 0.00% | 118,986 | 33,560 | 39.3% | $49.75万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF | $175.70万 | 0.00% | 64,713 | 3,385 | 5.5% | $9.19万 | 加仓 |
| ADEA | ADEIA INC | $175.60万 | 0.00% | 73,096 | -2,152 | -2.9% | -$5.17万 | 减仓 |
| MLKN | MILLERKNOLL INC | $175.60万 | 0.00% | 121,455 | 74,376 | 158.0% | $107.53万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $175.50万 | 0.00% | 47,497 | -1,308 | -2.7% | -$4.83万 | 减仓 |
| WT | WISDOMTREE INC | $175.50万 | 0.00% | 120,490 | -2,259 | -1.8% | -$3.29万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $175.40万 | 0.00% | 31,148 | -302 | -1.0% | -$1.70万 | 减仓 |
| PRK | PARK NATL CORP | $175.40万 | 0.00% | 10,733 | 729 | 7.3% | $11.91万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $175.20万 | 0.00% | 114,025 | 52,109 | 84.2% | $80.07万 | 加仓 |
| CART | MAPLEBEAR INC | $174.70万 | 0.00% | 46,646 | -1,366,013 | -96.7% | -$5,116.03万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $174.50万 | 0.00% | 122,124 | -13,049 | -9.7% | -$18.65万 | 减仓 |
| LIN | LINDE PLC | $174.30万 | 0.00% | 3,506 | -827 | -19.1% | -$41.11万 | 减仓 |
| PPLI | IAC INC | $174.20万 | 0.00% | 43,511 | -1,288 | -2.9% | -$5.16万 | 减仓 |
| IDA | IDACORP INC | $174.10万 | 0.00% | 12,177 | 7 | 0.1% | $1,001 | 加仓 |
| NEU | NEWMARKET CORP | $174.00万 | 0.00% | 2,714 | 718 | 36.0% | $46.03万 | 加仓 |
| AEE | AMEREN CORP | $173.90万 | 0.00% | 15,816 | -1,333 | -7.8% | -$14.66万 | 减仓 |
| — | LIBERTY MEDIA CORP DEL | $173.50万 | 0.00% | 1,500,000 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $173.20万 | 0.00% | 25,307 | -1,109 | -4.2% | -$7.59万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $172.70万 | 0.00% | 47,207 | -1,196 | -2.5% | -$4.38万 | 减仓 |
| HNI | HNI CORP | $172.50万 | 0.00% | 51,667 | -978 | -1.9% | -$3.27万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $172.30万 | 0.00% | 19,425 | 1,591 | 8.9% | $14.11万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $172.30万 | 0.00% | 64,359 | 7,805 | 13.8% | $20.90万 | 加仓 |
| TRN | TRINITY INDS INC | $172.20万 | 0.00% | 53,519 | -1,577 | -2.9% | -$5.07万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $172.10万 | 0.00% | 19,522 | 1,253 | 6.9% | $11.05万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $172.00万 | 0.00% | 18,403 | -542 | -2.9% | -$5.07万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL C | $171.40万 | 0.00% | 18,059 | -196 | -1.1% | -$1.86万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $171.20万 | 0.00% | 26,495 | 14 | 0.1% | $905 | 加仓 |
| HAS | HASBRO INC | $171.10万 | 0.00% | 18,578 | 253 | 1.4% | $2.33万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN | $171.00万 | 0.00% | 115,219 | -3,393 | -2.9% | -$5.04万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $170.90万 | 0.00% | 65,401 | 11,055 | 20.3% | $28.89万 | 加仓 |
| NOV | NOV INC | $170.50万 | 0.00% | 90,658 | -971 | -1.1% | -$1.83万 | 减仓 |
| HYDB | ISHARES TR | $170.40万 | 0.00% | 36,625 | 20,929 | 133.3% | $97.37万 | 加仓 |
| VCYT | VERACYTE INC | $169.90万 | 0.00% | 52,763 | -1,555 | -2.9% | -$5.01万 | 减仓 |
| THG | HANOVER INS GROUP INC | $169.20万 | 0.00% | 9,763 | 30 | 0.3% | $5,199 | 加仓 |
| RHI | ROBERT HALF INC. | $169.00万 | 0.00% | 66,531 | -33,695 | -33.6% | -$85.59万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $168.60万 | 0.00% | 24,951 | 13,759 | 122.9% | $92.97万 | 加仓 |
| CVNA | CARVANA CO | $168.30万 | 0.00% | 5,353 | -2,575 | -32.5% | -$80.96万 | 减仓 |
| UE | URBAN EDGE PPTYS | $168.00万 | 0.00% | 84,073 | -2,405 | -2.8% | -$4.81万 | 减仓 |
| M | MACYS INC | $167.80万 | 0.00% | 92,737 | -557 | -0.6% | -$1.01万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $167.80万 | 0.00% | 18,312 | 2,529 | 16.0% | $23.17万 | 加仓 |
| SE | SEA LTD | $167.70万 | 0.00% | 20,566 | 1,324 | 6.9% | $10.80万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $167.60万 | 0.00% | 30,607 | -901 | -2.9% | -$4.93万 | 减仓 |
| JOE | ST JOE CO | $167.00万 | 0.00% | 26,595 | -784 | -2.9% | -$4.92万 | 减仓 |
| TRMK | TRUSTMARK CORP | $166.00万 | 0.00% | 39,389 | -1,810 | -4.4% | -$7.63万 | 减仓 |
| VNO | VORNADO RLTY TR | $165.90万 | 0.00% | 63,819 | -243 | -0.4% | -$6,317 | 减仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $165.50万 | 0.00% | 52,196 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD | $164.50万 | 0.00% | 48,497 | -1,430 | -2.9% | -$4.85万 | 减仓 |
| ALV | AUTOLIV INC | $164.30万 | 0.00% | 15,621 | -2,634 | -14.4% | -$27.70万 | 减仓 |
| CVBF | CVB FINL CORP | $163.20万 | 0.00% | 85,050 | -3,316 | -3.8% | -$6.36万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $162.50万 | 0.00% | 154,268 | 7,688 | 5.2% | $8.10万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $162.30万 | 0.00% | 55,810 | 2,504 | 4.7% | $7.28万 | 加仓 |
| IAG | IAMGOLD CORP | $162.10万 | 0.00% | 86,143 | 86,143 | — | $162.10万 | 新建仓 |
| PHM | PULTE GROUP INC | $161.60万 | 0.00% | 13,742 | -4,302 | -23.8% | -$50.59万 | 减仓 |
| HQY | HEALTHEQUITY INC | $160.90万 | 0.00% | 19,249 | -258,093 | -93.1% | -$2,157.37万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $160.70万 | 0.00% | 9,202 | -3,759 | -29.0% | -$65.65万 | 减仓 |
| ANDE | ANDERSONS INC | $160.50万 | 0.00% | 22,425 | -660 | -2.9% | -$4.72万 | 减仓 |
| TREX | TREX INC | $160.30万 | 0.00% | 44,016 | 13 | 0.0% | $473 | 加仓 |
| SSD | SIMPSON MFG INC | $160.30万 | 0.00% | 9,341 | 5 | 0.1% | $858 | 加仓 |
| RXO | RXO INC | $160.20万 | 0.00% | 109,595 | -3,171 | -2.8% | -$4.64万 | 减仓 |
| TDC | TERADATA CORP DEL | $159.90万 | 0.00% | 62,369 | -1,831 | -2.9% | -$4.69万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $159.80万 | 0.00% | 148,771 | 132 | 0.1% | $1,418 | 加仓 |
| XYZ | BLOCK INC | $159.70万 | 0.00% | 26,536 | 5,717 | 27.5% | $34.41万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC | $159.60万 | 0.00% | 129,415 | -2,185 | -1.7% | -$2.69万 | 减仓 |