SECURIAN ASSET MANAGEMENT, INC
ST PAUL MN · SEC CIK 0001035350
$27.83亿2026Q2 申报市值
926持仓数
36.5%前十大占比 · 第一大 6.0%
19 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MRVL 新建仓+$438.98万
CRWD 加仓+$406.97万
VOO 加仓+$203.31万
HONA 新建仓+$177.91万
ROKU 新建仓+$139.74万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,923.42万
NVDA 减仓-$316.55万
IVV 减仓-$269.94万
AAPL 减仓-$266.62万
FLEX 减仓-$206.67万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $928.62万 | 0.33% | 61,916 | -1,130 | -1.8% | -$16.95万 | 减仓 |
| CVX | CHEVRON CORPORATION | $932.16万 | 0.33% | 49,747 | -1,106 | -2.2% | -$20.72万 | 减仓 |
| GE | GE AEROSPACE | $967.13万 | 0.35% | 27,725 | -728 | -2.6% | -$25.39万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,028.28万 | 0.37% | 24,133 | -398 | -1.6% | -$16.96万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,042.35万 | 0.37% | 33,270 | -607 | -1.8% | -$19.02万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,062.98万 | 0.38% | 173,491 | -6,518 | -3.6% | -$39.94万 | 减仓 |
| CAT | CATERPILLAR INC | $1,077.37万 | 0.39% | 12,239 | -384 | -3.0% | -$33.80万 | 减仓 |
| EWG | ISHARES INC | $1,094.00万 | 0.39% | 265,791 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $1,112.67万 | 0.40% | 11,826 | -225 | -1.9% | -$21.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,114.72万 | 0.40% | 21,046 | -487 | -2.3% | -$25.79万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,165.59万 | 0.42% | 21,442 | -652 | -3.0% | -$35.44万 | 减仓 |
| CSCO | CISCO SYS INC | $1,174.93万 | 0.42% | 104,961 | -2,195 | -2.0% | -$24.57万 | 减仓 |
| INTC | INTEL CORP | $1,193.16万 | 0.43% | 125,543 | -1,832 | -1.4% | -$17.41万 | 减仓 |
| ABBV | ABBVIE INC | $1,194.81万 | 0.43% | 46,949 | -997 | -2.1% | -$25.37万 | 减仓 |
| WMT | WALMART INC | $1,330.86万 | 0.48% | 116,497 | -2,422 | -2.0% | -$27.67万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $1,433.70万 | 0.52% | 283,620 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $1,526.67万 | 0.55% | 215,206 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1,581.36万 | 0.57% | 44,103 | -1,502 | -3.3% | -$53.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,618.65万 | 0.58% | 63,968 | -1,409 | -2.2% | -$35.65万 | 减仓 |
| IDEV | ISHARES TR | $2,056.32万 | 0.74% | 231,229 | -5,000 | -2.1% | -$44.47万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,148.13万 | 0.77% | 43,330 | -939 | -2.1% | -$46.55万 | 减仓 |
| IDV | ISHARES TR | $2,150.50万 | 0.77% | 500,000 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $2,184.44万 | 0.78% | 430,517 | -9,200 | -2.1% | -$46.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,391.57万 | 0.86% | 48,717 | -1,030 | -2.1% | -$50.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,428.80万 | 0.87% | 71,205 | -1,939 | -2.7% | -$66.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,452.86万 | 0.88% | 33,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $2,477.55万 | 0.89% | 21,012 | -482 | -2.2% | -$56.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,545.66万 | 0.91% | 29,986 | -536 | -1.8% | -$45.50万 | 减仓 |
| TSLA | TESLA INC | $2,849.14万 | 1.02% | 74,812 | -1,485 | -1.9% | -$56.55万 | 减仓 |
| META | META PLATFORMS INC | $3,770.76万 | 1.36% | 58,370 | -965 | -1.6% | -$62.34万 | 减仓 |
| GOOG | ALPHABET INC | $4,347.09万 | 1.56% | 125,595 | -1,276 | -1.0% | -$44.16万 | 减仓 |
| AVGO | BROADCOM INC | $4,665.50万 | 1.68% | 125,814 | -2,809 | -2.2% | -$104.16万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,203.07万 | 1.87% | 1,581,000 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $5,283.33万 | 1.90% | 690,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $5,403.20万 | 1.94% | 155,815 | -2,127 | -1.3% | -$73.76万 | 减仓 |
| EFAV | ISHARES TR | $6,398.71万 | 2.30% | 702,769 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $6,431.00万 | 2.31% | 260,122 | -4,889 | -1.8% | -$120.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,773.85万 | 2.79% | 197,396 | -4,050 | -2.0% | -$159.50万 | 减仓 |
| USMV | ISHARES TR | $8,088.19万 | 2.91% | 837,287 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.01亿 | 3.62% | 3,569,010 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $1.30亿 | 4.68% | 390,287 | -7,989 | -2.0% | -$266.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.31亿 | 4.69% | 643,612 | -15,608 | -2.4% | -$316.55万 | 减仓 |
| IVV | ISHARES TR | $1.46亿 | 5.25% | 195,555 | -3,615 | -1.8% | -$269.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.66亿 | 5.98% | 243,447 | 2,976 | 1.2% | $203.31万 | 加仓 |