13F 机构持仓

SECURIAN ASSET MANAGEMENT, INC

ST PAUL MN · SEC CIK 0001035350

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$27.83亿2026Q2
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

VOO 6.0%
IVV 5.2%
NVDA 4.7%
AAPL 4.7%
HDV 3.6%
USMV 2.9%
MSFT 2.8%
AMZN 2.3%
EFAV 2.3%
GOOGL 1.9%

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
FLR FLUOR CORP $50.55万0.02%10,300 -1,580-13.3% -$7.75万 减仓
AGCO AGCO CORP $50.62万0.02%4,389 00.0% — 不变
CAVA CAVA GROUP INC $50.62万0.02%7,352 00.0% — 不变
GBCI GLACIER BANCORP INC NEW $50.81万0.02%9,484 00.0% — 不变
AXTA AXALTA COATING SYS LTD $50.93万0.02%15,749 200.1% $647 加仓
L LOEWS CORP $51.19万0.02%4,473 -100-2.2% -$1.14万 减仓
LNT ALLIANT ENERGY CORP $51.24万0.02%6,848 -114-1.6% -$8,529 减仓
HIMS HIMS & HERS HEALTH INC $51.33万0.02%15,629 2751.8% $9,031 加仓
LNTH LANTHEUS HLDGS INC $51.65万0.02%4,801 -31-0.6% -$3,335 减仓
NOV NOV INC $51.66万0.02%26,466 -16-0.1% -$312 减仓
AVT AVNET INC $51.68万0.02%6,034 00.0% — 不变
CRUS CIRRUS LOGIC INC $51.88万0.02%3,760 00.0% — 不变
INCY INCYTE CORP $52.00万0.02%4,435 -100-2.2% -$1.17万 减仓
SLAB SILICON LABORATORIES INC $52.15万0.02%2,398 00.0% — 不变
EVRG EVERGY INC $52.25万0.02%6,105 -100-1.6% -$8,559 减仓
VLY VALLEY NATL BANCORP $52.54万0.02%35,144 -140-0.4% -$2,093 减仓
SFM SPROUTS FMRS MKT INC $52.55万0.02%6,935 -160-2.3% -$1.21万 减仓
SBAC SBA COMMUNICATIONS CORP $52.70万0.02%2,838 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $52.78万0.02%8,385 00.0% — 不变
IP INTERNATIONAL PAPER CO $52.84万0.02%14,068 -190-1.3% -$7,136 减仓
LEA LEAR CORP $52.95万0.02%3,736 00.0% — 不变
ENS ENERSYS $53.19万0.02%2,706 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $53.36万0.02%6,823 -109-1.6% -$8,524 减仓
VTRS VIATRIS INC $53.51万0.02%30,948 -270-0.9% -$4,668 减仓
CHRD CHORD ENERGY CORPORATION $53.69万0.02%4,191 00.0% — 不变
LSTR LANDSTAR SYS INC $53.82万0.02%2,544 00.0% — 不变
GIS GENERAL MILLS INC $53.98万0.02%14,216 -188-1.3% -$7,138 减仓
BRO BROWN & BROWN INC $53.98万0.02%7,784 -100-1.3% -$6,935 减仓
AMLP ALPS ETF TR $54.03万0.02%10,000 00.0% — 不变
EL LAUDER ESTEE COS INC $54.08万0.02%6,585 -100-1.5% -$8,213 减仓
AMCR AMCOR PLC $54.09万0.02%12,310 12,310— $54.09万 新建仓
CMC COMMERCIAL METALS CO $54.16万0.02%8,155 680.8% $4,516 加仓
HR HEALTHCARE RLTY TR $54.48万0.02%25,554 -72-0.3% -$1,535 减仓
TEX TEREX CORP NEW $54.80万0.02%8,380 00.0% — 不变
FAF FIRST AMERN FINL CORP $54.85万0.02%7,511 00.0% — 不变
HLI HOULIHAN LOKEY INC $55.32万0.02%3,951 00.0% — 不变
KNSL KINSALE CAP GROUP INC $55.38万0.02%1,610 00.0% — 不变
EFX EQUIFAX INC $55.39万0.02%3,128 -100-3.1% -$1.77万 减仓
AM ANTERO MIDSTREAM CORP $55.44万0.02%24,540 1310.5% $2,959 加仓
PKG PACKAGING CORP AMER $55.52万0.02%2,382 00.0% — 不变
CART MAPLEBEAR INC $55.59万0.02%12,133 -1,413-10.4% -$6.47万 减仓
SNA SNAP ON INC $55.69万0.02%1,355 -100-6.9% -$4.11万 减仓
AVTR AVANTOR INC $55.72万0.02%50,336 620.1% $686 加仓
LAD LITHIA MTRS INC $55.92万0.02%1,668 -100-5.7% -$3.35万 减仓
WRB BERKLEY W R CORP $55.96万0.02%7,815 -248-3.1% -$1.78万 减仓
THG HANOVER INS GROUP INC $56.04万0.02%2,628 00.0% — 不变
AAON AAON INC $56.12万0.02%5,037 1122.3% $1.25万 加仓
STE STERIS PLC $56.14万0.02%2,577 -100-3.7% -$2.18万 减仓
EXE EXPAND ENERGY CORPORATION $56.19万0.02%6,376 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $56.37万0.02%12,592 -382-2.9% -$1.71万 减仓
ULTA ULTA BEAUTY INC $56.49万0.02%1,178 -100-7.8% -$4.80万 减仓
NFG NATIONAL FUEL GAS CO $56.69万0.02%7,004 00.0% — 不变
KEX KIRBY CORP $56.80万0.02%3,940 00.0% — 不变
CRBG COREBRIDGE FINL INC $56.91万0.02%17,851 -966-5.1% -$3.08万 减仓
H HYATT HOTELS CORP $57.14万0.02%2,997 00.0% — 不变
DOW DOW HLDGS INC $57.20万0.02%19,116 -349-1.8% -$1.04万 减仓
FIS FIDELITY NATL INFORMATION SV $57.40万0.02%13,696 -285-2.0% -$1.19万 减仓
JBHT HUNT J B TRANS SVCS INC $57.44万0.02%1,971 00.0% — 不变
KEY KEYCORP $57.67万0.02%24,489 -931-3.7% -$2.19万 减仓
BAH BOOZ ALLEN HAMILTON HLDG COR $57.88万0.02%8,876 360.4% $2,348 加仓
SSD SIMPSON MFG INC $57.93万0.02%3,062 00.0% — 不变
UGI UGI CORP NEW $58.01万0.02%15,840 190.1% $696 加仓
MRNA MODERNA INC $58.01万0.02%9,384 300.3% $1,855 加仓
RGEN REPLIGEN CORP $58.05万0.02%3,942 1002.6% $1.47万 加仓
HXL HEXCEL CORP NEW $58.05万0.02%5,592 00.0% — 不变
NI NISOURCE INC $58.62万0.02%12,749 -226-1.7% -$1.04万 减仓
STAG STAG INDUSTRIAL INC $58.76万0.02%14,099 180.1% $750 加仓
KHC KRAFT HEINZ CO $58.77万0.02%22,707 -366-1.6% -$9,472 减仓
CBSH COMMERCE BANCSHARES INC $59.13万0.02%9,998 -103-1.0% -$6,091 减仓
VRSN VERISIGN INC $59.31万0.02%2,136 -100-4.5% -$2.78万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $59.66万0.02%5,236 -100-1.9% -$1.14万 减仓
FSLR FIRST SOLAR INC $60.04万0.02%2,832 -100-3.4% -$2.12万 减仓
CMS CMS ENERGY CORP $60.08万0.02%8,157 -100-1.2% -$7,365 减仓
DRI DARDEN RESTAURANTS INC $60.31万0.02%3,038 -100-3.2% -$1.99万 减仓
HPQ HP INC $60.37万0.02%24,302 -601-2.4% -$1.49万 减仓
TTEK TETRA TECH INC NEW $60.46万0.02%19,139 -85-0.4% -$2,685 减仓
FCFS FIRSTCASH HOLDINGS INC $60.49万0.02%2,832 00.0% — 不变
DLTR DOLLAR TREE INC $60.60万0.02%4,812 -204-4.1% -$2.57万 减仓
LH LABCORP HOLDINGS INC $60.75万0.02%2,144 -100-4.5% -$2.83万 减仓
VLTO VERALTO CORP $61.04万0.02%6,507 -200-3.0% -$1.88万 减仓
HQY HEALTHEQUITY INC $61.20万0.02%6,266 00.0% — 不变
IDA IDACORP INC $61.38万0.02%4,127 2005.1% $2.97万 加仓
ALV AUTOLIV INC $61.52万0.02%5,116 1242.5% $1.49万 加仓
SW SMURFIT WESTROCK PLC $61.66万0.02%13,918 -181-1.3% -$8,018 减仓
CHD CHURCH & DWIGHT CO INC $61.84万0.02%6,306 -115-1.8% -$1.13万 减仓
REXR REXFORD INDL RLTY INC $61.87万0.02%16,515 -414-2.4% -$1.55万 减仓
OMC OMNICOM GROUP INC $61.89万0.02%7,573 -961-11.3% -$7.85万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $62.06万0.02%1,493 -100-6.3% -$4.16万 减仓
WAL WESTERN ALLIANCE BANCORP $62.09万0.02%7,544 230.3% $1,893 加仓
FFIV F5 INC $62.22万0.02%1,521 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $62.42万0.02%2,963 00.0% — 不变
LUV SOUTHWEST AIRLS CO $62.45万0.02%12,988 -340-2.6% -$1.63万 减仓
VMRK EQUITY RESIDENTIAL $62.51万0.02%9,060 -254-2.7% -$1.75万 减仓
CNM CORE & MAIN INC $62.59万0.02%13,834 -29-0.2% -$1,312 减仓
ATR APTARGROUP INC $62.72万0.02%4,730 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $62.96万0.02%3,444 -200-5.5% -$3.66万 减仓
CPAY CORPAY INC $63.50万0.02%1,736 -158-8.3% -$5.78万 减仓
VNOM VIPER ENERGY INC $63.56万0.02%14,322 6254.6% $2.77万 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $63.65万0.02%13,829 2211.6% $1.02万 加仓
RRC RANGE RES CORP $63.87万0.02%17,376 -88-0.5% -$3,235 减仓