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 |
|---|---|---|---|---|---|---|---|---|
| CUZ | COUSINS PPTYS INC | $38.54万 | 0.01% | 12,134 | -248 | -2.0% | -$7,876 | 减仓 |
| BC | BRUNSWICK CORP | $38.56万 | 0.01% | 4,793 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $38.65万 | 0.01% | 2,104 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $38.74万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $38.96万 | 0.01% | 1,894 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $38.97万 | 0.01% | 41,995 | -48 | -0.1% | -$445 | 减仓 |
| PBF | PBF ENERGY INC | $39.02万 | 0.01% | 6,219 | 100 | 1.6% | $6,275 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $39.13万 | 0.01% | 7,523 | -71 | -0.9% | -$3,693 | 减仓 |
| NOVT | NOVANTA INC | $39.21万 | 0.01% | 2,637 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $39.27万 | 0.01% | 14,684 | -267 | -1.8% | -$7,140 | 减仓 |
| RL | RALPH LAUREN CORP | $39.30万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $39.32万 | 0.01% | 9,343 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $39.41万 | 0.01% | 2,944 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $39.66万 | 0.01% | 647 | 647 | — | $39.66万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $39.68万 | 0.01% | 26,258 | -1,016 | -3.7% | -$1.54万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $39.75万 | 0.01% | 3,155 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $39.93万 | 0.01% | 3,750 | -100 | -2.6% | -$1.06万 | 减仓 |
| EG | EVEREST GROUP LTD | $40.25万 | 0.01% | 1,052 | -100 | -8.7% | -$3.83万 | 减仓 |
| BIO | BIO RAD LABS INC | $40.30万 | 0.01% | 1,324 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $40.52万 | 0.01% | 16,925 | -365 | -2.1% | -$8,738 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $40.59万 | 0.01% | 6,860 | -109 | -1.6% | -$6,450 | 减仓 |
| NDSN | NORDSON CORP | $40.75万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $40.87万 | 0.01% | 3,068 | -324 | -9.6% | -$4.32万 | 减仓 |
| VICR | VICOR CORP | $40.94万 | 0.01% | 1,723 | 48 | 2.9% | $1.14万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $41.04万 | 0.01% | 4,889 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $41.12万 | 0.01% | 3,121 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $41.13万 | 0.01% | 7,270 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $41.19万 | 0.01% | 24,255 | 30 | 0.1% | $509 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $41.24万 | 0.01% | 18,320 | -477 | -2.5% | -$1.07万 | 减仓 |
| QLYS | QUALYS INC | $41.60万 | 0.01% | 2,609 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $41.68万 | 0.01% | 6,769 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $41.70万 | 0.01% | 3,136 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $41.87万 | 0.02% | 5,323 | -200 | -3.6% | -$1.57万 | 减仓 |
| BKH | BLACK HILLS CORP | $41.92万 | 0.02% | 5,618 | 118 | 2.1% | $8,804 | 加仓 |
| TXT | TEXTRON INC | $42.00万 | 0.02% | 4,591 | -100 | -2.1% | -$9,148 | 减仓 |
| WEX | WEX INC | $42.01万 | 0.02% | 2,557 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $42.18万 | 0.02% | 7,348 | 204 | 2.9% | $1.17万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $42.27万 | 0.02% | 5,521 | 15 | 0.3% | $1,148 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $42.46万 | 0.02% | 4,402 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $42.50万 | 0.02% | 3,406 | 125 | 3.8% | $1.56万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $42.52万 | 0.02% | 13,936 | -332 | -2.3% | -$1.01万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $42.53万 | 0.02% | 9,150 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $42.60万 | 0.02% | 13,813 | 329 | 2.4% | $1.01万 | 加仓 |
| BG | BUNGE GLOBAL SA | $42.66万 | 0.02% | 3,580 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $42.66万 | 0.02% | 5,286 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $42.66万 | 0.02% | 13,946 | 13,946 | — | $42.66万 | 新建仓 |
| TSN | TYSON FOODS INC | $43.30万 | 0.02% | 7,496 | -100 | -1.3% | -$5,777 | 减仓 |
| NEU | NEWMARKET CORP | $43.36万 | 0.02% | 563 | -21 | -3.6% | -$1.62万 | 减仓 |
| LII | LENNOX INTL INC | $43.51万 | 0.02% | 800 | -100 | -11.1% | -$5.44万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $43.56万 | 0.02% | 7,433 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $43.59万 | 0.02% | 4,735 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $43.67万 | 0.02% | 25,691 | 32 | 0.1% | $544 | 加仓 |
| INVH | INVITATION HOMES INC | $43.74万 | 0.02% | 14,522 | -713 | -4.7% | -$2.15万 | 减仓 |
| IEX | IDEX CORP | $43.84万 | 0.02% | 1,949 | -100 | -4.9% | -$2.25万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $43.87万 | 0.02% | 2,881 | 2,881 | — | $43.87万 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $44.36万 | 0.02% | 14,975 | -983 | -6.2% | -$2.91万 | 减仓 |
| BALL | BALL CORP | $44.37万 | 0.02% | 7,075 | -112 | -1.6% | -$7,024 | 减仓 |
| RYN | RAYONIER INC | $44.48万 | 0.02% | 20,404 | -97 | -0.5% | -$2,115 | 减仓 |
| BBY | BEST BUY INC | $44.52万 | 0.02% | 5,213 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $44.74万 | 0.02% | 8,534 | 337 | 4.1% | $1.77万 | 加仓 |
| MP | MP MATERIALS CORP | $44.91万 | 0.02% | 9,928 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $44.96万 | 0.02% | 3,042 | -163 | -5.1% | -$2.41万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $45.04万 | 0.02% | 8,755 | -100 | -1.1% | -$5,145 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $45.10万 | 0.02% | 7,942 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $45.34万 | 0.02% | 6,796 | -148 | -2.1% | -$9,873 | 减仓 |
| MSA | MSA SAFETY INC | $45.43万 | 0.02% | 2,656 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $45.43万 | 0.02% | 3,640 | -100 | -2.7% | -$1.25万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $45.57万 | 0.02% | 3,040 | -100 | -3.2% | -$1.50万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $45.62万 | 0.02% | 8,440 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $45.66万 | 0.02% | 3,427 | -100 | -2.8% | -$1.33万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $45.95万 | 0.02% | 3,823 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $45.96万 | 0.02% | 15,596 | -573 | -3.5% | -$1.69万 | 减仓 |
| M | MACYS INC | $46.06万 | 0.02% | 19,449 | -119 | -0.6% | -$2,818 | 减仓 |
| MTDR | MATADOR RES CO | $46.24万 | 0.02% | 8,594 | 81 | 1.0% | $4,358 | 加仓 |
| GATX | GATX CORP | $46.37万 | 0.02% | 2,598 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $46.73万 | 0.02% | 72 | -8 | -10.0% | -$5.19万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $46.85万 | 0.02% | 5,142 | -146 | -2.8% | -$1.33万 | 减仓 |
| KIM | KIMCO REALTY CORP | $46.91万 | 0.02% | 17,959 | -328 | -1.8% | -$8,567 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $46.96万 | 0.02% | 5,985 | -8 | -0.1% | -$628 | 减仓 |
| VNO | VORNADO RLTY TR | $47.00万 | 0.02% | 11,652 | -105 | -0.9% | -$4,236 | 减仓 |
| WY | WEYERHAEUSER CO | $47.01万 | 0.02% | 19,196 | -305 | -1.6% | -$7,469 | 减仓 |
| INGR | INGREDION INC | $47.24万 | 0.02% | 4,606 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $47.53万 | 0.02% | 5,666 | -100 | -1.7% | -$8,389 | 减仓 |
| BRKR | BRUKER CORP | $47.60万 | 0.02% | 8,175 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $47.65万 | 0.02% | 2,314 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $47.95万 | 0.02% | 4,580 | 100 | 2.2% | $1.05万 | 加仓 |
| GPN | GLOBAL PMTS INC | $48.08万 | 0.02% | 6,178 | -259 | -4.0% | -$2.02万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $48.24万 | 0.02% | 10,138 | -71 | -0.7% | -$3,378 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $48.40万 | 0.02% | 10,743 | 5 | 0.0% | $225 | 加仓 |
| CF | CF INDUSTRIES HOLD | $49.07万 | 0.02% | 4,041 | -100 | -2.4% | -$1.21万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $49.16万 | 0.02% | 3,634 | -7,466 | -67.3% | -$101.01万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $49.24万 | 0.02% | 3,706 | -100 | -2.6% | -$1.33万 | 减仓 |
| IDCC | INTERDIGITAL INC | $49.33万 | 0.02% | 1,894 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $49.52万 | 0.02% | 971 | -100 | -9.3% | -$5.10万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $49.70万 | 0.02% | 6,890 | -232 | -3.3% | -$1.67万 | 减仓 |
| ULS | UL SOLUTIONS INC | $49.97万 | 0.02% | 5,694 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $50.05万 | 0.02% | 8,101 | -401 | -4.7% | -$2.48万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $50.09万 | 0.02% | 1,710 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $50.30万 | 0.02% | 26,251 | -86 | -0.3% | -$1,648 | 减仓 |
| CROX | CROCS INC | $50.51万 | 0.02% | 3,683 | 0 | 0.0% | — | 不变 |