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 |
|---|---|---|---|---|---|---|---|---|
| PLAB | PHOTRONICS INC | $159.30万 | 0.00% | 39,425 | -1,120 | -2.8% | -$4.53万 | 减仓 |
| KEN | KENON HLDGS LTD | $159.20万 | 0.00% | 19,440 | -8,654 | -30.8% | -$70.87万 | 减仓 |
| WAFD | WAFD INC | $159.00万 | 0.00% | 50,637 | -3,504 | -6.5% | -$11.00万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $158.90万 | 0.00% | 27,199 | 3,164 | 13.2% | $18.48万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $158.70万 | 0.00% | 77,175 | -2,273 | -2.9% | -$4.67万 | 减仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $158.60万 | 0.00% | 176,014 | 2,992 | 1.7% | $2.70万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $158.30万 | 0.00% | 138,376 | 44,122 | 46.8% | $50.47万 | 加仓 |
| DGII | DIGI INTL INC | $158.10万 | 0.00% | 32,795 | -403 | -1.2% | -$1.94万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $158.00万 | 0.00% | 25,211 | 2,927 | 13.1% | $18.34万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $157.20万 | 0.00% | 14,258 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $157.10万 | 0.00% | 73,377 | -2,135 | -2.8% | -$4.57万 | 减仓 |
| FBNC | FIRST BANCORP N C | $156.00万 | 0.00% | 27,677 | -815 | -2.9% | -$4.59万 | 减仓 |
| TECK | TECK RESOURCES LTD | $155.80万 | 0.00% | 30,106 | 30,106 | — | $155.80万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST | $155.40万 | 0.00% | 37,528 | -972 | -2.5% | -$4.02万 | 减仓 |
| MRNA | MODERNA INC | $154.90万 | 0.00% | 30,477 | 17,288 | 131.1% | $87.87万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $154.60万 | 0.00% | 41,173 | -1,483,150 | -97.3% | -$5,569.06万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $154.50万 | 0.00% | 13,802 | 8 | 0.1% | $896 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME F | $154.20万 | 0.00% | 106,922 | 0 | 0.0% | — | 不变 |
| TALO | TALOS ENERGY INC | $154.20万 | 0.00% | 97,837 | -2,471 | -2.5% | -$3.89万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $153.90万 | 0.00% | 20,881 | -8 | -0.0% | -$590 | 减仓 |
| GAP | GAP INC | $153.80万 | 0.00% | 63,566 | -31,334 | -33.0% | -$75.81万 | 减仓 |
| XAR | SPDR SERIES TRUST | $153.80万 | 0.00% | 6,055 | -311 | -4.9% | -$7.90万 | 减仓 |
| NRG | NRG ENERGY INC | $153.80万 | 0.00% | 10,536 | 1,103 | 11.7% | $16.10万 | 加仓 |
| OMC | OMNICOM GROUP INC | $153.60万 | 0.00% | 20,389 | 312 | 1.6% | $2.35万 | 加仓 |
| GEO | GEO GROUP INC | $153.40万 | 0.00% | 91,259 | -2,688 | -2.9% | -$4.52万 | 减仓 |
| GIS | GENERAL MILLS INC | $153.30万 | 0.00% | 41,186 | 11,986 | 41.0% | $44.61万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $152.80万 | 0.00% | 16,159 | 7 | 0.0% | $662 | 加仓 |
| HCI | HCI GROUP INC | $152.70万 | 0.00% | 9,875 | -57,585 | -85.4% | -$890.45万 | 减仓 |
| BANR | BANNER CORP | $152.60万 | 0.00% | 25,154 | -30,006 | -54.4% | -$182.04万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $152.30万 | 0.00% | 162,535 | -770 | -0.5% | -$7,215 | 减仓 |
| TIP | ISHARES TR | $152.20万 | 0.00% | 13,789 | -1,622 | -10.5% | -$17.90万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $152.20万 | 0.00% | 69,943 | -2,059 | -2.9% | -$4.48万 | 减仓 |
| SPYI | NEOS ETF TRUST | $152.20万 | 0.00% | 30,829 | 30,829 | — | $152.20万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $152.10万 | 0.00% | 13,931 | -75,019 | -84.3% | -$819.06万 | 减仓 |
| TBBK | BANCORP INC DEL | $151.90万 | 0.00% | 28,271 | -1,906 | -6.3% | -$10.24万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $151.90万 | 0.00% | 25,327 | -203 | -0.8% | -$1.22万 | 减仓 |
| TEX | TEREX CORP NEW | $151.40万 | 0.00% | 25,617 | 10,845 | 73.4% | $64.10万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $151.20万 | 0.00% | 42,204 | -39,471 | -48.3% | -$141.41万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $151.10万 | 0.00% | 21,780 | 21,780 | — | $151.10万 | 新建仓 |
| RCUS | ARCUS BIOSCIENCES INC | $150.90万 | 0.00% | 69,875 | -10,518 | -13.1% | -$22.71万 | 减仓 |
| ABM | ABM INDS INC | $150.70万 | 0.00% | 39,113 | -2,963 | -7.0% | -$11.42万 | 减仓 |
| BANF | BANCFIRST CORP | $150.60万 | 0.00% | 13,879 | -322 | -2.3% | -$3.49万 | 减仓 |
| BCH | BANCO DE CHILE | $150.50万 | 0.00% | 40,635 | 12,916 | 46.6% | $47.84万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $150.40万 | 0.00% | 25,053 | -59 | -0.2% | -$3,542 | 减仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $150.40万 | 0.00% | 20,150 | 20,150 | — | $150.40万 | 新建仓 |
| PRDO | PERDOCEO ED CORP | $150.20万 | 0.00% | 40,358 | -1,189 | -2.9% | -$4.43万 | 减仓 |
| DLN | WISDOMTREE TR | $149.70万 | 0.00% | 16,756 | -1,343 | -7.4% | -$12.00万 | 减仓 |
| ILTB | ISHARES TR | $148.80万 | 0.00% | 30,439 | 25,540 | 521.3% | $124.85万 | 重新持有 |
| VSH | VISHAY INTERTECHNOLOGY INC | $148.40万 | 0.00% | 82,427 | -2,428 | -2.9% | -$4.37万 | 减仓 |
| AMR | ALPHA METALLURGICAL RESOUR | $148.00万 | 0.00% | 7,210 | -212 | -2.9% | -$4.35万 | 减仓 |
| DG | DOLLAR GEN CORP | $147.70万 | 0.00% | 12,447 | 2,210 | 21.6% | $26.22万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $147.40万 | 0.00% | 27,705 | -816 | -2.9% | -$4.34万 | 减仓 |
| ARCB | ARCBEST CORP | $147.20万 | 0.00% | 14,965 | -550 | -3.5% | -$5.41万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $146.90万 | 0.00% | 30,343 | -893 | -2.9% | -$4.32万 | 减仓 |
| BCE | BCE INC | $146.90万 | 0.00% | 58,399 | 58,399 | — | $146.90万 | 新建仓 |
| MP | MP MATERIALS CORP | $146.50万 | 0.00% | 30,348 | -4,104 | -11.9% | -$19.81万 | 减仓 |
| CHE | CHEMED CORP NEW | $146.50万 | 0.00% | 3,878 | 689 | 21.6% | $26.03万 | 加仓 |
| IWS | ISHARES TR | $146.40万 | 0.00% | 10,053 | -7,680 | -43.3% | -$111.84万 | 减仓 |
| HUBG | HUB GROUP INC | $145.70万 | 0.00% | 40,435 | -1,192 | -2.9% | -$4.30万 | 减仓 |
| CSGP | COSTAR GROUP INC | $145.60万 | 0.00% | 36,116 | -85,244 | -70.2% | -$343.66万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $145.60万 | 0.00% | 45,795 | -1,332 | -2.8% | -$4.23万 | 减仓 |
| CLSK | CLEANSPARK INC | $145.30万 | 0.00% | 170,706 | -22,428 | -11.6% | -$19.09万 | 减仓 |
| BROS | DUTCH BROS INC | $145.00万 | 0.00% | 28,621 | 28,621 | — | $145.00万 | 新建仓 |
| IGLB | ISHARES TR | $144.20万 | 0.00% | 29,053 | -69 | -0.2% | -$3,425 | 减仓 |
| — | CSG SYS INTL INC | $144.10万 | 0.00% | 18,032 | -634 | -3.4% | -$5.07万 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK E | $144.00万 | 0.00% | 27,331 | -492 | -1.8% | -$2.59万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY I | $144.00万 | 0.00% | 61,580 | -1,813 | -2.9% | -$4.24万 | 减仓 |
| GATX | GATX CORP | $143.90万 | 0.00% | 8,426 | 387 | 4.8% | $6.61万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $143.80万 | 0.00% | 33,294 | -981 | -2.9% | -$4.24万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 4 | $143.70万 | 0.00% | 2,331 | -4 | -0.2% | -$2,466 | 减仓 |
| FMC | FMC CORP | $143.60万 | 0.00% | 83,382 | -2,455 | -2.9% | -$4.23万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $143.10万 | 0.00% | 158,856 | -3,631,662 | -95.8% | -$3,271.46万 | 减仓 |
| IAT | ISHARES TR | $142.90万 | 0.00% | 26,535 | -337 | -1.3% | -$1.81万 | 减仓 |
| Z | ZILLOW GROUP INC | $142.70万 | 0.00% | 34,478 | 13,462 | 64.1% | $55.72万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $142.40万 | 0.00% | 113,310 | -6,342 | -5.3% | -$7.97万 | 减仓 |
| ACI | ALBERTSONS COS INC | $142.10万 | 0.00% | 83,368 | -36,060 | -30.2% | -$61.46万 | 减仓 |
| DOW | DOW HLDGS INC | $141.90万 | 0.00% | 34,088 | 7,128 | 26.4% | $29.67万 | 加仓 |
| FISV | FISERV INC | $141.60万 | 0.00% | 25,388 | -63,842 | -71.5% | -$356.07万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $141.20万 | 0.00% | 46,131 | 4,661 | 11.2% | $14.27万 | 加仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $140.80万 | 0.00% | 113,307 | 58,698 | 107.5% | $72.94万 | 加仓 |
| BYD | BOYD GAMING CORP | $140.70万 | 0.00% | 17,128 | -8,325 | -32.7% | -$68.39万 | 减仓 |
| SPSC | SPS COMM INC | $140.10万 | 0.00% | 25,170 | -741 | -2.9% | -$4.12万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED | $140.00万 | 0.00% | 14,889 | 1,313 | 9.7% | $12.35万 | 加仓 |
| FBK | FB FINL CORP | $139.90万 | 0.00% | 26,944 | -790 | -2.8% | -$4.10万 | 减仓 |
| ACMR | ACM RESH INC | $139.90万 | 0.00% | 35,558 | -1,046 | -2.9% | -$4.12万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUE | $139.10万 | 0.00% | 18,697 | -2,221 | -10.6% | -$16.52万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $139.10万 | 0.00% | 12,386 | -54 | -0.4% | -$6,064 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $138.60万 | 0.00% | 20,689 | -598 | -2.8% | -$4.01万 | 减仓 |
| LTC | LTC PPTYS INC | $138.10万 | 0.00% | 37,177 | -118 | -0.3% | -$4,383 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $138.00万 | 0.00% | 21,708 | -765 | -3.4% | -$4.86万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $137.40万 | 0.00% | 8,693 | 860 | 11.0% | $13.59万 | 加仓 |
| — | VERIS RESIDENTIAL INC | $137.30万 | 0.00% | 72,781 | 16,970 | 30.4% | $32.01万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $137.20万 | 0.00% | 57,520 | -2,680 | -4.5% | -$6.39万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $137.10万 | 0.00% | 52,938 | -1,559 | -2.9% | -$4.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $136.60万 | 0.00% | 35,139 | -255,740 | -87.9% | -$994.17万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $136.50万 | 0.00% | 30,366 | 5,665 | 22.9% | $25.47万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $136.30万 | 0.00% | 40,247 | -1,093 | -2.6% | -$3.70万 | 减仓 |
| VMC | VULCAN MATLS CO | $136.20万 | 0.00% | 5,002 | -8,559 | -63.1% | -$233.05万 | 减仓 |
| ADNT | ADIENT PLC | $135.90万 | 0.00% | 67,229 | 12,808 | 23.5% | $25.89万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $135.50万 | 0.00% | 41,807 | -1,550 | -3.6% | -$5.02万 | 减仓 |