SECURIAN ASSET MANAGEMENT, INC
ST PAUL MN · SEC CIK 0001035350
$25.26亿2026Q1 申报市值
925持仓数
36.0%前十大占比 · 第一大 5.7%
14 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VRT 新建仓+$260.05万
AEIS 新建仓+$89.78万
SOLS 新建仓+$89.11万
TTMI 新建仓+$73.69万
ARWR 新建仓+$64.71万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$2,318.90万
EFAV 减仓-$886.29万
HDV 减仓-$556.45万
USMV 减仓-$306.04万
CIEN 减仓-$250.10万
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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $233.54万 | 0.09% | 20,310 | 231 | 1.2% | $2.66万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $236.62万 | 0.09% | 6,894 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $237.14万 | 0.09% | 8,492 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $240.95万 | 0.10% | 33,107 | -100 | -0.3% | -$7,278 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $242.27万 | 0.10% | 15,404 | -100 | -0.6% | -$1.57万 | 减仓 |
| CVS | CVS HEALTH CORP | $247.19万 | 0.10% | 34,418 | -100 | -0.3% | -$7,182 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $248.74万 | 0.10% | 9,196 | -100 | -1.1% | -$2.70万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $248.88万 | 0.10% | 3,648 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $249.63万 | 0.10% | 10,832 | -100 | -0.9% | -$2.30万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $251.29万 | 0.10% | 6,030 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $252.32万 | 0.10% | 40,210 | -100 | -0.2% | -$6,275 | 减仓 |
| SNDK | SANDISK CORP | $255.34万 | 0.10% | 4,019 | 307 | 8.3% | $19.50万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $260.05万 | 0.10% | 10,378 | 10,378 | — | $260.05万 | 新建仓 |
| EQIX | EQUINIX INC | $261.33万 | 0.10% | 2,666 | 20 | 0.8% | $1.96万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $266.42万 | 0.11% | 6,824 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $269.95万 | 0.11% | 12,853 | -225 | -1.7% | -$4.73万 | 减仓 |
| ADBE | ADOBE INC | $270.69万 | 0.11% | 11,136 | -247 | -2.2% | -$6.00万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $275.58万 | 0.11% | 21,046 | -100 | -0.5% | -$1.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $276.06万 | 0.11% | 30,814 | -100 | -0.3% | -$8,959 | 减仓 |
| CMCSA | COMCAST CORP NEW | $279.48万 | 0.11% | 97,347 | -1,480 | -1.5% | -$4.25万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $281.97万 | 0.11% | 58,354 | -370 | -0.6% | -$1.79万 | 减仓 |
| GLW | CORNING INC | $287.10万 | 0.11% | 21,115 | -100 | -0.5% | -$1.36万 | 减仓 |
| SO | SOUTHERN CO | $288.03万 | 0.11% | 29,841 | -100 | -0.3% | -$9,652 | 减仓 |
| CME | CME GROUP INC | $289.59万 | 0.11% | 9,805 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $290.41万 | 0.11% | 3,356 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $292.97万 | 0.12% | 7,361 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $296.67万 | 0.12% | 28,376 | 167 | 0.6% | $1.75万 | 加仓 |
| MO | ALTRIA GROUP INC | $300.51万 | 0.12% | 45,539 | -107 | -0.2% | -$7,061 | 减仓 |
| MDT | MEDTRONIC PLC | $301.33万 | 0.12% | 34,776 | -100 | -0.3% | -$8,665 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $307.25万 | 0.12% | 3,432 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $307.53万 | 0.12% | 9,359 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $308.07万 | 0.12% | 6,899 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $309.36万 | 0.12% | 16,958 | -329 | -1.9% | -$6.00万 | 减仓 |
| PGR | PROGRESSIVE CORP | $314.11万 | 0.12% | 15,845 | -100 | -0.6% | -$1.98万 | 减仓 |
| NEM | NEWMONT CORP | $320.13万 | 0.13% | 29,573 | -100 | -0.3% | -$1.08万 | 减仓 |
| CB | CHUBB LIMITED | $321.11万 | 0.13% | 9,852 | -100 | -1.0% | -$3.26万 | 减仓 |
| DHR | DANAHER CORPORATION | $324.10万 | 0.13% | 17,094 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $327.79万 | 0.13% | 7,581 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $330.99万 | 0.13% | 16,692 | -171 | -1.0% | -$3.39万 | 减仓 |
| PLD | PROLOGIS INC. | $332.53万 | 0.13% | 25,157 | -100 | -0.4% | -$1.32万 | 减仓 |
| IJH | ISHARES TR | $334.34万 | 0.13% | 49,510 | -300 | -0.6% | -$2.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $334.65万 | 0.13% | 5,537 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $335.07万 | 0.13% | 55,246 | -110 | -0.2% | -$6,672 | 减仓 |
| ANET | ARISTA NETWORKS INC | $343.51万 | 0.14% | 27,978 | -100 | -0.4% | -$1.23万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $351.45万 | 0.14% | 21,922 | 3,358 | 18.1% | $53.84万 | 加仓 |
| SPGI | S&P GLOBAL INC | $353.12万 | 0.14% | 8,302 | -128 | -1.5% | -$5.44万 | 减仓 |
| LOW | LOWES COS INC | $360.33万 | 0.14% | 15,250 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $369.25万 | 0.15% | 877 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $372.77万 | 0.15% | 28,946 | -176 | -0.6% | -$2.27万 | 减仓 |
| WELL | WELLTOWER INC | $374.25万 | 0.15% | 18,929 | 340 | 1.8% | $6.72万 | 加仓 |
| BLK | BLACKROCK INC | $377.38万 | 0.15% | 3,924 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $377.74万 | 0.15% | 10,561 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $385.07万 | 0.15% | 6,836 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $390.20万 | 0.15% | 17,263 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $391.32万 | 0.15% | 16,129 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $401.61万 | 0.16% | 55,833 | -667 | -1.2% | -$4.80万 | 减仓 |
| APH | AMPHENOL CORP NEW | $420.54万 | 0.17% | 33,284 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $421.73万 | 0.17% | 13,256 | -121 | -0.9% | -$3.85万 | 减仓 |
| BA | BOEING CO | $423.77万 | 0.17% | 21,292 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $425.85万 | 0.17% | 45,313 | -106 | -0.2% | -$9,962 | 减仓 |
| PFE | PFIZER INC | $433.12万 | 0.17% | 154,244 | -361 | -0.2% | -$1.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $438.72万 | 0.17% | 33,236 | -365 | -1.1% | -$4.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $438.90万 | 0.17% | 14,510 | -100 | -0.7% | -$3.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $444.39万 | 0.18% | 9,640 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $449.76万 | 0.18% | 122,086 | -4,800 | -3.8% | -$17.68万 | 减仓 |
| DIS | DISNEY WALT CO | $463.18万 | 0.18% | 48,058 | -487 | -1.0% | -$4.69万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $468.78万 | 0.19% | 33,636 | -100 | -0.3% | -$1.39万 | 减仓 |
| CRM | SALESFORCE INC | $474.50万 | 0.19% | 25,419 | -468 | -1.8% | -$8.74万 | 减仓 |
| TXN | TEXAS INSTRS INC | $477.72万 | 0.19% | 24,607 | -100 | -0.4% | -$1.94万 | 减仓 |
| TJX | TJX COS INC NEW | $481.10万 | 0.19% | 30,125 | -138 | -0.5% | -$2.20万 | 减仓 |
| ABT | ABBOTT LABS | $484.31万 | 0.19% | 47,172 | -111 | -0.2% | -$1.14万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $502.15万 | 0.20% | 10,216 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $515.18万 | 0.20% | 14,642 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $524.74万 | 0.21% | 56,497 | -133 | -0.2% | -$1.24万 | 减仓 |
| KLAC | KLA CORP | $526.09万 | 0.21% | 3,573 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $537.11万 | 0.21% | 32,637 | -207 | -0.6% | -$3.41万 | 减仓 |
| C | CITIGROUP INC | $537.63万 | 0.21% | 47,406 | -1,248 | -2.6% | -$14.15万 | 减仓 |
| T | AT&T INC | $550.56万 | 0.22% | 189,914 | -2,862 | -1.5% | -$8.30万 | 减仓 |
| INTC | INTEL CORP | $562.11万 | 0.22% | 127,375 | 5,452 | 4.5% | $24.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $574.29万 | 0.23% | 114,400 | -252 | -0.2% | -$1.27万 | 减仓 |
| PEP | PEPSICO INC | $575.74万 | 0.23% | 37,075 | -105 | -0.3% | -$1.63万 | 减仓 |
| MCD | MCDONALDS CORP | $601.84万 | 0.24% | 19,365 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $613.66万 | 0.24% | 25,317 | -100 | -0.4% | -$2.42万 | 减仓 |
| LIN | LINDE PLC | $629.47万 | 0.25% | 12,697 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $638.26万 | 0.25% | 7,312 | -66 | -0.9% | -$5.76万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $663.78万 | 0.26% | 24,531 | -100 | -0.4% | -$2.71万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $667.90万 | 0.26% | 83,897 | -1,460 | -1.7% | -$11.62万 | 减仓 |
| ORCL | ORACLE CORP | $676.74万 | 0.27% | 46,002 | 266 | 0.6% | $3.91万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $689.99万 | 0.27% | 8,156 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $698.20万 | 0.28% | 42,228 | -100 | -0.2% | -$1.65万 | 减仓 |
| RTX | RTX CORPORATION | $701.35万 | 0.28% | 36,358 | -100 | -0.3% | -$1.93万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $723.82万 | 0.29% | 33,877 | -276 | -0.8% | -$5.90万 | 减仓 |
| AMAT | APPLIED MATLS INC | $735.98万 | 0.29% | 21,533 | -129 | -0.6% | -$4.41万 | 减仓 |
| KO | COCA COLA CO | $798.72万 | 0.32% | 105,026 | -246 | -0.2% | -$1.87万 | 减仓 |
| GE | GE AEROSPACE | $807.41万 | 0.32% | 28,453 | -229 | -0.8% | -$6.50万 | 减仓 |
| MRK | MERCK & CO INC | $809.95万 | 0.32% | 67,333 | -158 | -0.2% | -$1.90万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $830.59万 | 0.33% | 177,060 | -300 | -0.2% | -$1.41万 | 减仓 |
| CSCO | CISCO SYS INC | $831.42万 | 0.33% | 107,156 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $859.50万 | 0.34% | 250,000 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $870.83万 | 0.34% | 174,026 | 7,400 | 4.4% | $37.03万 | 加仓 |