13F 机构持仓

Thrivent Financial for Lutherans

Minneapolis MN · SEC CIK 0000314984

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$594.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.4%
MSFT 2.5%
AAPL 2.4%
AMZN 2.3%
GOOG 1.5%
META 1.5%
GOOGL 1.4%
AVGO 1.3%
IVV 1.2%
JPM 1.0%

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
NDSN NORDSON CORP $66.40万0.00%2,497 873.6% $2.31万 加仓
RWT REDWOOD TRUST INC $66.30万0.00%118,250 31,20335.8% $17.49万 加仓
GPK GRAPHIC PACKAGING HLDG CO $66.10万0.00%66,495 390.1% $388 加仓
WS WORTHINGTON STL INC $65.90万0.00%21,704 -650-2.9% -$1.97万 减仓
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 60.0% $327 加仓
IPGP IPG PHOTONICS CORP $65.30万0.00%5,695 40.1% $459 加仓
SSRM SSR MINING IN $65.20万0.00%22,192 22,192— $65.20万 新建仓
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 1713.4% $2.13万 加仓
PSN PARSONS CORP DEL $64.60万0.00%11,922 -68-0.6% -$3,685 减仓
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%17,531 100.1% $366 加仓
UNTY UNITY BANCORP INC $63.60万0.00%12,270 7,149139.6% $37.06万 加仓
GEN GEN DIGITAL INC $63.10万0.00%33,515 -8,744-20.7% -$16.46万 减仓
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
U UNITY SOFTWARE INC $62.70万0.00%28,604 4,03316.4% $8.84万 加仓
FVD FIRST TR EXCHANGE-TRADED FD $62.60万0.00%13,356 1,44612.1% $6.78万 加仓
DNLI DENALI THERAPEUTICS INC $62.60万0.00%32,555 00.0% — 不变
INCY INCYTE CORP $62.50万0.00%6,638 -68,162-91.1% -$641.78万 减仓
PBW INVESCO EXCHANGE TRADED FD $62.50万0.00%19,802 -165-0.8% -$5,208 减仓
RACE FERRARI N V $62.10万0.00%1,866 -43,641-95.9% -$1,452.36万 减仓
STAA STAAR SURGICAL CO $62.10万0.00%33,202 -977-2.9% -$1.83万 减仓
PAG PENSKE AUTOMOTIVE GRP INC $62.10万0.00%4,155 30.1% $448 加仓
PCRX PACIRA BIOSCIENCES INC $62.00万0.00%27,434 -2,127-7.2% -$4.81万 减仓
TCBX THIRD COAST BANCSHARES INC $61.80万0.00%16,344 00.0% — 不变
EIG EMPLOYERS HLDGS INC $61.70万0.00%15,004 -442-2.9% -$1.82万 减仓
SYNA SYNAPTICS INC $61.10万0.00%8,726 -3,676-29.6% -$25.74万 减仓
BHK BLACKROCK CORE BD TR $60.90万0.00%66,431 13,00024.3% $11.92万 加仓
SHBI SHORE BANCSHARES INC $60.50万0.00%32,360 00.0% — 不变
— ADVISORSHARES TR $60.40万0.00%9,324 -2,280-19.6% -$14.77万 减仓
IPI INTREPID POTASH INC $60.30万0.00%14,110 14,110— $60.30万 新建仓
— NATIONAL STORAGE AFFILIATES $60.20万0.00%15,948 90.1% $340 加仓
VPU VANGUARD WORLD FD $60.00万0.00%3,028 -96-3.1% -$1.90万 减仓
SCHL SCHOLASTIC CORP $59.90万0.00%15,333 -257-1.6% -$1.00万 减仓
ECHO ECHOSTAR CORP $59.70万0.00%5,096 -25,217-83.2% -$295.42万 减仓
CCOI COGENT COMM HOLDINGS INC $59.70万0.00%31,681 -933-2.9% -$1.76万 减仓
CDW CDW CORP $59.60万0.00%4,928 -10-0.2% -$1,209 减仓
BRBR BELLRING BRANDS INC $59.50万0.00%36,997 -1,946-5.0% -$3.13万 减仓
PRKS UNITED PARKS & RESORTS INC $59.50万0.00%18,206 -536-2.9% -$1.75万 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $59.30万0.00%31,738 -35-0.1% -$654 减仓
LAZ LAZARD INC $59.20万0.00%13,934 -19,708-58.6% -$83.73万 减仓
RCI ROGERS COMMUNICATIONS INC $59.10万0.00%15,414 15,414— $59.10万 新建仓
HAE HAEMONETICS CORP MASS $59.00万0.00%10,470 -71-0.7% -$4,001 减仓
UCON FIRST TR EXCHNG TRADED FD V $58.90万0.00%23,766 -133,112-84.9% -$329.90万 减仓
INDA ISHARES TR $58.90万0.00%12,566 -63-0.5% -$2,953 减仓
— VIRTUS CONVERTIBLE & INCOME $58.90万0.00%39,548 00.0% — 不变
— SUN CTRY AIRLS HLDGS INC $58.90万0.00%35,679 -544-1.5% -$8,981 减仓
LII LENNOX INTL INC $58.80万0.00%1,267 -2-0.2% -$928 减仓
VSTS VESTIS CORPORATION $58.80万0.00%74,862 -2,140-2.8% -$1.68万 减仓
FTSM FIRST TR EXCHANGE-TRADED FD $58.70万0.00%9,814 -903-8.4% -$5.40万 减仓
STNG SCORPIO TANKERS INC $58.70万0.00%7,853 3,04863.4% $22.78万 加仓
VYX NCR VOYIX CORPORATION $58.50万0.00%92,443 -2,724-2.9% -$1.72万 减仓
WGO WINNEBAGO INDS INC $58.40万0.00%18,837 -545-2.8% -$1.69万 减仓
AAT AMERICAN ASSETS TR INC $58.20万0.00%31,601 -849-2.6% -$1.56万 减仓
NUEM NUSHARES ETF TR $58.10万0.00%15,808 -230-1.4% -$8,453 减仓
SBSI SOUTHSIDE BANCSHARES INC $58.00万0.00%18,649 -771-4.0% -$2.40万 减仓
TRUP TRUPANION INC $57.90万0.00%22,596 -557-2.4% -$1.43万 减仓
MBWM MERCANTILE BK CORP $57.70万0.00%11,419 -7,806-40.6% -$39.44万 减仓
JBGS JBG SMITH PPTYS $57.70万0.00%39,502 -1,164-2.9% -$1.70万 减仓
TR TOOTSIE ROLL INDS INC $57.70万0.00%13,514 80.1% $342 加仓
BHC BAUSCH HEALTH COS INC $57.60万0.00%106,605 106,605— $57.60万 新建仓
DEM WISDOMTREE TR $57.50万0.00%11,576 11,576— $57.50万 新建仓
APA APA CORPORATION $57.00万0.00%13,425 -67,390-83.4% -$286.13万 减仓
VRTS VIRTUS INVT PARTNERS INC $56.90万0.00%4,237 -125-2.9% -$1.68万 减仓
HBNC HORIZON BANCORP IND $56.60万0.00%34,162 18,489118.0% $30.63万 加仓
THRM GENTHERM INC $56.50万0.00%20,348 -627-3.0% -$1.74万 减仓
CCEP COCA-COLA EUROPACIFIC PARTN $56.40万0.00%6,216 2003.3% $1.81万 加仓
RFV INVESCO EXCHANGE TRADED FD $56.30万0.00%4,332 75020.9% $9.75万 加仓
SHEL SHELL PLC $56.20万0.00%6,052 -30,187-83.3% -$280.32万 减仓
PENG PENGUIN SOLUTIONS INC $56.20万0.00%31,925 -1,128-3.4% -$1.99万 减仓
CAR AVIS BUDGET GROUP INC $56.00万0.00%3,839 20.1% $292 加仓
SPMB SPDR SERIES TRUST $55.90万0.00%24,948 150.1% $336 加仓
NBIS NEBIUS GROUP N.V. $55.50万0.00%5,476 2,47682.5% $25.09万 加仓
SDOG ALPS ETF TR $55.40万0.00%8,524 1471.8% $9,554 加仓
NX QUANEX BLDG PRODS CORP $55.10万0.00%30,663 -682-2.2% -$1.23万 减仓
RARE ULTRAGENYX PHARMACEUTICAL I $55.00万0.00%26,261 26,261— $55.00万 新建仓
XBGYX BLACKROCK ENHANCED INTL DIV $54.90万0.00%101,515 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $54.90万0.00%12,743 -13-0.1% -$560 减仓
BOTZ GLOBAL X FDS $54.70万0.00%16,452 -194-1.2% -$6,450 减仓
— ELEVATION SERIES TRUST $54.70万0.00%16,483 -145-0.9% -$4,812 减仓
ALC ALCON AG $54.60万0.00%7,398 2333.3% $1.72万 加仓
PBA PEMBINA PIPELINE CORP $54.60万0.00%12,246 12,246— $54.60万 新建仓
AMBA AMBARELLA INC $54.40万0.00%10,574 00.0% — 不变
HOG HARLEY DAVIDSON INC $54.30万0.00%26,835 150.1% $304 加仓
UFCS UNITED FIRE GROUP INC $54.30万0.00%14,646 -431-2.9% -$1.60万 减仓
TIGO MILLICOM INTL CELLULAR S A $54.30万0.00%7,237 3,39888.5% $25.50万 加仓
— THRIVENT ETF TRUST $54.00万0.00%10,750 -867,592-98.8% -$4,358.14万 减仓
SMMV ISHARES TR $54.00万0.00%12,391 590.5% $2,571 加仓
IYE ISHARES TR $54.00万0.00%8,339 -943-10.2% -$6.11万 减仓
FWONK LIBERTY MEDIA CORP DEL $53.80万0.00%6,320 -453-6.7% -$3.86万 减仓
LGIH LGI HOMES INC $53.60万0.00%13,556 -399-2.9% -$1.58万 减仓
MATW MATTHEWS INTL CORP $53.60万0.00%20,776 -382-1.8% -$9,855 减仓
KRNY KEARNY FINL CORP MD $53.10万0.00%70,395 00.0% — 不变
XENE XENON PHARMACEUTICALS INC $53.10万0.00%9,122 3,53963.4% $20.60万 加仓
CATH GLOBAL X FDS $52.90万0.00%6,765 -1,535-18.5% -$12.00万 减仓
HGV HILTON GRAND VACATIONS INC $52.80万0.00%13,491 70.1% $274 加仓
TRST TRUSTCO BK CORP N Y $52.70万0.00%12,034 -626-4.9% -$2.74万 减仓
FIZZ NATIONAL BEVERAGE CORP $52.60万0.00%15,625 -457-2.8% -$1.54万 减仓