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 |
|---|---|---|---|---|---|---|---|---|
| EIX | EDISON INTL | $79.58万 | 0.03% | 10,251 | -112 | -1.1% | -$8,695 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $79.59万 | 0.03% | 23,360 | -670 | -2.8% | -$2.28万 | 减仓 |
| CR | CRANE COMPANY | $79.67万 | 0.03% | 3,663 | 100 | 2.8% | $2.17万 | 加仓 |
| SCI | SERVICE CORP INTL | $80.00万 | 0.03% | 10,162 | -54 | -0.5% | -$4,251 | 减仓 |
| CYTK | CYTOKINETICS INC | $80.28万 | 0.03% | 10,012 | 1,000 | 11.1% | $8.02万 | 加仓 |
| RMBS | RAMBUS INC DEL | $80.49万 | 0.03% | 7,935 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $80.53万 | 0.03% | 5,211 | 5,211 | — | $80.53万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $80.58万 | 0.03% | 1,268 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $81.08万 | 0.03% | 645 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $81.24万 | 0.03% | 14,212 | 1,135 | 8.7% | $6.49万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $81.24万 | 0.03% | 11,222 | -307 | -2.7% | -$2.22万 | 减仓 |
| BIIB | BIOGEN INC | $81.26万 | 0.03% | 3,945 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $82.01万 | 0.03% | 5,534 | -113 | -2.0% | -$1.67万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $82.08万 | 0.03% | 7,315 | -101 | -1.4% | -$1.13万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $82.12万 | 0.03% | 4,998 | 100 | 2.0% | $1.64万 | 加仓 |
| AEE | AMEREN CORP | $82.15万 | 0.03% | 7,364 | -134 | -1.8% | -$1.49万 | 减仓 |
| FIVE | FIVE BELOW INC | $82.15万 | 0.03% | 4,054 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $82.40万 | 0.03% | 16,626 | -243 | -1.4% | -$1.20万 | 减仓 |
| PINS | PINTEREST INC | $82.42万 | 0.03% | 35,527 | -7,627 | -17.7% | -$17.69万 | 减仓 |
| MOG/A | MOOG INC | $82.44万 | 0.03% | 2,096 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $82.53万 | 0.03% | 11,675 | 11,675 | — | $82.53万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $82.54万 | 0.03% | 5,571 | -100 | -1.8% | -$1.48万 | 减仓 |
| CNC | CENTENE CORP DEL | $82.69万 | 0.03% | 12,446 | -151 | -1.2% | -$1.00万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $82.83万 | 0.03% | 3,082 | -100 | -3.1% | -$2.69万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $82.89万 | 0.03% | 20,884 | 26 | 0.1% | $1,032 | 加仓 |
| JBL | JABIL INC | $84.22万 | 0.03% | 2,798 | -100 | -3.5% | -$3.01万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $84.85万 | 0.03% | 3,603 | -100 | -2.7% | -$2.36万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $85.08万 | 0.03% | 14,278 | 118 | 0.8% | $7,032 | 加仓 |
| OC | OWENS CORNING NEW | $85.17万 | 0.03% | 5,918 | -72 | -1.2% | -$1.04万 | 减仓 |
| ZTS | ZOETIS INC | $85.29万 | 0.03% | 11,140 | -311 | -2.7% | -$2.38万 | 减仓 |
| NTAP | NETAPP INC | $85.46万 | 0.03% | 5,215 | -100 | -1.9% | -$1.64万 | 减仓 |
| AA | ALCOA CORP | $85.59万 | 0.03% | 19,461 | 373 | 2.0% | $1.64万 | 加仓 |
| SMTC | SEMTECH CORP | $85.81万 | 0.03% | 6,867 | 6,867 | — | $85.81万 | 新建仓 |
| SAIA | SAIA INC | $85.93万 | 0.03% | 1,967 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $86.10万 | 0.03% | 1,157 | -100 | -8.0% | -$7.44万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $86.51万 | 0.03% | 1,007 | -1,725 | -63.1% | -$148.20万 | 减仓 |
| SF | STIFEL FINL CORP | $87.58万 | 0.03% | 11,350 | 110 | 1.0% | $8,488 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $87.66万 | 0.03% | 3,945 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $87.95万 | 0.03% | 9,417 | -184 | -1.9% | -$1.72万 | 减仓 |
| CG | CARLYLE GROUP INC | $88.23万 | 0.03% | 19,151 | 24 | 0.1% | $1,106 | 加仓 |
| KR | KROGER CO | $88.66万 | 0.03% | 15,073 | -721 | -4.6% | -$4.24万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $88.89万 | 0.03% | 1,653 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $89.62万 | 0.03% | 1,593 | -100 | -5.9% | -$5.63万 | 减仓 |
| DY | DYCOM INDS INC | $89.97万 | 0.03% | 2,210 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $90.18万 | 0.03% | 34,148 | 34,148 | — | $90.18万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $90.30万 | 0.03% | 35,001 | -748 | -2.1% | -$1.93万 | 减仓 |
| SITM | SITIME CORP | $90.40万 | 0.03% | 1,629 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP | $90.45万 | 0.03% | 11,900 | 16 | 0.1% | $1,216 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $90.54万 | 0.03% | 11,924 | 15 | 0.1% | $1,139 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $90.84万 | 0.03% | 10,397 | -292 | -2.7% | -$2.55万 | 减仓 |
| GGG | GRACO INC | $91.27万 | 0.03% | 12,236 | 16 | 0.1% | $1,193 | 加仓 |
| NTRS | NORTHERN TR CORP | $91.27万 | 0.03% | 4,942 | -100 | -2.0% | -$1.85万 | 减仓 |
| IQV | IQVIA HLDGS INC | $91.50万 | 0.03% | 4,436 | -135 | -3.0% | -$2.78万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $91.71万 | 0.03% | 2,726 | -53 | -1.9% | -$1.78万 | 减仓 |
| CCI | CROWN CASTLE INC | $91.85万 | 0.03% | 11,602 | -139 | -1.2% | -$1.10万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $91.87万 | 0.03% | 11,981 | 15 | 0.1% | $1,150 | 加仓 |
| PEN | PENUMBRA INC | $92.34万 | 0.03% | 2,901 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $93.00万 | 0.03% | 6,199 | -100 | -1.6% | -$1.50万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $93.36万 | 0.03% | 5,942 | -105 | -1.7% | -$1.65万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $93.74万 | 0.03% | 9,249 | -448 | -4.6% | -$4.54万 | 减仓 |
| ALLY | ALLY FINL INC | $93.88万 | 0.03% | 20,570 | -122 | -0.6% | -$5,568 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $94.06万 | 0.03% | 14,306 | 19 | 0.1% | $1,249 | 加仓 |
| GLPI | GAMING & LEISURE P | $94.15万 | 0.03% | 20,886 | 26 | 0.1% | $1,172 | 加仓 |
| BWA | BORGWARNER INC | $94.45万 | 0.03% | 15,126 | -135 | -0.9% | -$8,429 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $95.14万 | 0.03% | 36,832 | 208 | 0.6% | $5,373 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $95.42万 | 0.03% | 4,843 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $95.44万 | 0.03% | 8,143 | -66 | -0.8% | -$7,736 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $95.60万 | 0.03% | 8,823 | -100 | -1.1% | -$1.08万 | 减仓 |
| WSO | WATSCO INC | $95.73万 | 0.03% | 2,574 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $95.86万 | 0.03% | 2,598 | -100 | -3.7% | -$3.69万 | 减仓 |
| DT | DYNATRACE INC | $96.50万 | 0.03% | 21,729 | -242 | -1.1% | -$1.07万 | 减仓 |
| UNM | UNUM GROUP | $96.53万 | 0.03% | 10,840 | -379 | -3.4% | -$3.37万 | 减仓 |
| MLI | MUELLER INDS INC | $96.77万 | 0.03% | 16,366 | 8,183 | 100.0% | $48.39万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $96.83万 | 0.03% | 18,658 | -142 | -0.8% | -$7,370 | 减仓 |
| KVUE | KENVUE INC | $96.89万 | 0.03% | 51,046 | -932 | -1.8% | -$1.77万 | 减仓 |
| MTB | M & T BK CORP | $96.98万 | 0.03% | 3,891 | -188 | -4.6% | -$4.69万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $97.39万 | 0.03% | 2,682 | -245 | -8.4% | -$8.90万 | 减仓 |
| IRM | IRON MTN INC DEL | $98.28万 | 0.04% | 7,937 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $98.29万 | 0.04% | 8,671 | -152 | -1.7% | -$1.72万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $98.31万 | 0.04% | 53,867 | -1,197 | -2.2% | -$2.18万 | 减仓 |
| PAYX | PAYCHEX INC | $98.46万 | 0.04% | 8,607 | -100 | -1.1% | -$1.14万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $98.70万 | 0.04% | 7,508 | -100 | -1.3% | -$1.31万 | 减仓 |
| EVR | EVERCORE INC | $98.74万 | 0.04% | 2,891 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $99.24万 | 0.04% | 9,444 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $99.29万 | 0.04% | 8,603 | -100 | -1.1% | -$1.15万 | 减仓 |
| VMC | VULCAN MATLS CO | $99.39万 | 0.04% | 3,447 | -100 | -2.8% | -$2.88万 | 减仓 |
| DINO | HF SINCLAIR CORP | $100.11万 | 0.04% | 11,300 | -225 | -2.0% | -$1.99万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $100.34万 | 0.04% | 3,106 | -100 | -3.1% | -$3.23万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $101.11万 | 0.04% | 5,171 | -100 | -1.9% | -$1.96万 | 减仓 |
| PCG | PG&E CORP | $101.42万 | 0.04% | 58,558 | -1,069 | -1.8% | -$1.85万 | 减仓 |
| CSL | CARLISLE COS INC | $101.48万 | 0.04% | 2,938 | -100 | -3.3% | -$3.45万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $101.52万 | 0.04% | 7,691 | 127 | 1.7% | $1.68万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $101.71万 | 0.04% | 20,761 | -120 | -0.6% | -$5,879 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $101.93万 | 0.04% | 4,033 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $102.00万 | 0.04% | 4,932 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $102.07万 | 0.04% | 7,277 | -200 | -2.7% | -$2.81万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $102.43万 | 0.04% | 3,660 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $103.42万 | 0.04% | 12,660 | -261 | -2.0% | -$2.13万 | 减仓 |
| EXEL | EXELIXIS INC | $103.65万 | 0.04% | 18,536 | -607 | -3.2% | -$3.39万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $103.79万 | 0.04% | 13,198 | -274 | -2.0% | -$2.15万 | 减仓 |