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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC | $238.75万 | 0.09% | 32,536 | -571 | -1.7% | -$4.19万 | 减仓 |
| MPC | MARATHON PETE CORP | $242.52万 | 0.09% | 7,758 | -245 | -3.1% | -$7.66万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $242.70万 | 0.09% | 7,352 | -50 | -0.7% | -$1.65万 | 减仓 |
| VLO | VALERO ENERGY CORP | $244.31万 | 0.09% | 7,890 | -403 | -4.9% | -$12.48万 | 减仓 |
| PWR | QUANTA SVCS INC | $248.58万 | 0.09% | 3,955 | -100 | -2.5% | -$6.29万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $249.20万 | 0.09% | 6,761 | -133 | -1.9% | -$4.90万 | 减仓 |
| BX | BLACKSTONE INC | $250.52万 | 0.09% | 19,740 | -570 | -2.8% | -$7.23万 | 减仓 |
| CSX | CSX CORP | $250.58万 | 0.09% | 49,376 | -1,070 | -2.1% | -$5.43万 | 减仓 |
| NEM | NEWMONT CORP | $254.46万 | 0.09% | 28,368 | -1,205 | -4.1% | -$10.81万 | 减仓 |
| ADBE | ADOBE INC | $254.83万 | 0.09% | 10,741 | -395 | -3.5% | -$9.37万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $259.00万 | 0.09% | 20,718 | -328 | -1.6% | -$4.10万 | 减仓 |
| USB | US BANCORP | $260.45万 | 0.09% | 41,249 | -919 | -2.2% | -$5.80万 | 减仓 |
| MCK | MCKESSON CORP | $265.54万 | 0.10% | 3,156 | -200 | -6.0% | -$16.83万 | 减仓 |
| EQIX | EQUINIX INC | $267.04万 | 0.10% | 2,618 | -48 | -1.8% | -$4.90万 | 减仓 |
| FTNT | FORTINET INC | $267.43万 | 0.10% | 16,548 | -540 | -3.2% | -$8.73万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $269.57万 | 0.10% | 10,661 | -296 | -2.7% | -$7.48万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $271.14万 | 0.10% | 10,622 | -276 | -2.5% | -$7.05万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $274.43万 | 0.10% | 5,394 | -143 | -2.6% | -$7.28万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $277.15万 | 0.10% | 5,897 | -133 | -2.2% | -$6.25万 | 减仓 |
| NOW | SERVICENOW INC | $282.93万 | 0.10% | 27,405 | -971 | -3.4% | -$10.02万 | 减仓 |
| MDT | MEDTRONIC PLC | $284.17万 | 0.10% | 34,155 | -621 | -1.8% | -$5.17万 | 减仓 |
| SO | SOUTHERN CO | $285.48万 | 0.10% | 29,956 | 115 | 0.4% | $1.10万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $286.54万 | 0.10% | 18,236 | -434 | -2.3% | -$6.82万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $288.29万 | 0.10% | 10,582 | -250 | -2.3% | -$6.81万 | 减仓 |
| SYK | STRYKER CORPORATION | $293.51万 | 0.11% | 9,176 | -183 | -2.0% | -$5.85万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $295.12万 | 0.11% | 10,192 | -186 | -1.8% | -$5.39万 | 减仓 |
| APP | APPLOVIN CORP | $302.27万 | 0.11% | 7,120 | -241 | -3.3% | -$10.23万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $304.67万 | 0.11% | 7,687 | -375 | -4.7% | -$14.86万 | 减仓 |
| LOW | LOWES COS INC | $309.86万 | 0.11% | 14,845 | -405 | -2.7% | -$8.45万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $317.61万 | 0.11% | 3,332 | -100 | -2.9% | -$9.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $319.14万 | 0.11% | 30,253 | -561 | -1.8% | -$5.92万 | 减仓 |
| GLW | CORNING INC | $321.59万 | 0.12% | 20,800 | -315 | -1.5% | -$4.87万 | 减仓 |
| PGR | PROGRESSIVE CORP | $322.63万 | 0.12% | 15,515 | -330 | -2.1% | -$6.86万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $323.35万 | 0.12% | 9,361 | -279 | -2.9% | -$9.64万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $324.69万 | 0.12% | 57,204 | -1,150 | -2.0% | -$6.53万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $328.64万 | 0.12% | 6,767 | -132 | -1.9% | -$6.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $329.31万 | 0.12% | 44,375 | -1,164 | -2.6% | -$8.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $329.54万 | 0.12% | 54,255 | -991 | -1.8% | -$6.02万 | 减仓 |
| CB | CHUBB LIMITED | $337.55万 | 0.12% | 9,585 | -267 | -2.7% | -$9.40万 | 减仓 |
| DHR | DANAHER CORP DEL | $341.64万 | 0.12% | 16,761 | -333 | -1.9% | -$6.79万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $344.00万 | 0.12% | 16,536 | -422 | -2.5% | -$8.78万 | 减仓 |
| SPGI | S&P GLOBAL INC | $363.02万 | 0.13% | 8,052 | -250 | -3.0% | -$11.27万 | 减仓 |
| CVS | CVS HEALTH CORP | $364.26万 | 0.13% | 33,894 | -524 | -1.5% | -$5.63万 | 减仓 |
| IJH | ISHARES TR | $365.69万 | 0.13% | 48,410 | -1,100 | -2.2% | -$8.31万 | 减仓 |
| PLD | PROLOGIS INC. | $370.95万 | 0.13% | 24,765 | -392 | -1.6% | -$5.87万 | 减仓 |
| CRM | SALESFORCE INC | $371.22万 | 0.13% | 21,738 | -3,681 | -14.5% | -$62.86万 | 减仓 |
| COP | CONOCOPHILLIPS | $371.35万 | 0.13% | 32,373 | -863 | -2.6% | -$9.90万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $374.10万 | 0.13% | 20,591 | -1,334 | -6.1% | -$24.24万 | 减仓 |
| PFE | PFIZER INC | $379.45万 | 0.14% | 151,478 | -2,766 | -1.8% | -$6.93万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $391.95万 | 0.14% | 54,092 | -1,741 | -3.1% | -$12.62万 | 减仓 |
| DE | DEERE & CO | $401.11万 | 0.14% | 6,716 | -120 | -1.8% | -$7.17万 | 减仓 |
| T | AT&T INC | $402.70万 | 0.14% | 184,638 | -5,276 | -2.8% | -$11.51万 | 减仓 |
| BLK | BLACKROCK INC | $410.01万 | 0.15% | 3,824 | -100 | -2.5% | -$10.72万 | 减仓 |
| ETN | EATON CORP PLC | $413.91万 | 0.15% | 10,348 | -213 | -2.0% | -$8.52万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $437.09万 | 0.16% | 9,159 | -37 | -0.4% | -$1.77万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $438.98万 | 0.16% | 23,266 | 23,266 | — | $438.98万 | 新建仓 |
| USHY | ISHARES TR | $440.54万 | 0.16% | 119,486 | -2,600 | -2.1% | -$9.59万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $441.19万 | 0.16% | 43,441 | -1,872 | -4.1% | -$19.01万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $442.51万 | 0.16% | 32,954 | -682 | -2.0% | -$9.16万 | 减仓 |
| BA | BOEING CO | $447.81万 | 0.16% | 20,923 | -369 | -1.7% | -$7.90万 | 减仓 |
| DIS | DISNEY WALT CO | $450.69万 | 0.16% | 46,144 | -1,914 | -4.0% | -$18.69万 | 减仓 |
| TJX | TJX COS INC NEW | $453.88万 | 0.16% | 29,385 | -740 | -2.5% | -$11.43万 | 减仓 |
| WELL | WELLTOWER INC | $456.29万 | 0.16% | 18,758 | -171 | -0.9% | -$4.16万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $462.18万 | 0.17% | 27,411 | -567 | -2.0% | -$9.56万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $466.42万 | 0.17% | 46,327 | -845 | -1.8% | -$8.51万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $469.29万 | 0.17% | 5,958 | 58 | 1.0% | $4.57万 | 加仓 |
| UNP | UNION PAC CORP | $477.04万 | 0.17% | 15,809 | -320 | -2.0% | -$9.66万 | 减仓 |
| QCOM | QUALCOMM INC | $481.12万 | 0.17% | 28,008 | -938 | -3.2% | -$16.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $483.66万 | 0.17% | 110,957 | -3,443 | -3.0% | -$15.01万 | 减仓 |
| ADI | ANALOG DEVICES INC | $484.89万 | 0.17% | 12,918 | -338 | -2.5% | -$12.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $491.82万 | 0.18% | 55,385 | -1,112 | -2.0% | -$9.87万 | 减仓 |
| APH | AMPHENOL CORP | $493.64万 | 0.18% | 32,648 | -636 | -1.9% | -$9.62万 | 减仓 |
| PEP | PEPSICO INC | $497.88万 | 0.18% | 36,310 | -765 | -2.1% | -$10.49万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $502.54万 | 0.18% | 14,142 | -368 | -2.5% | -$13.08万 | 减仓 |
| MCD | MCDONALDS CORP | $505.25万 | 0.18% | 18,873 | -492 | -2.5% | -$13.17万 | 减仓 |
| AMGN | AMGEN INC | $525.48万 | 0.19% | 14,346 | -296 | -2.0% | -$10.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $525.88万 | 0.19% | 9,876 | -340 | -3.3% | -$18.10万 | 减仓 |
| SNDK | SANDISK CORP | $530.95万 | 0.19% | 3,919 | -100 | -2.5% | -$13.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $531.74万 | 0.19% | 25,003 | -314 | -1.2% | -$6.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $545.55万 | 0.20% | 26,864 | 20,040 | 293.7% | $406.97万 | 加仓 |
| ORCL | ORACLE CORP | $569.82万 | 0.20% | 45,077 | -925 | -2.0% | -$11.69万 | 减仓 |
| C | CITIGROUP INC | $586.29万 | 0.21% | 45,322 | -2,084 | -4.4% | -$26.96万 | 减仓 |
| LIN | LINDE PLC | $630.49万 | 0.23% | 12,285 | -412 | -3.2% | -$21.14万 | 减仓 |
| MS | MORGAN STANLEY | $686.45万 | 0.25% | 31,854 | -783 | -2.4% | -$16.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $686.73万 | 0.25% | 24,179 | -428 | -1.7% | -$12.16万 | 减仓 |
| RTX | RTX CORPORATION | $692.01万 | 0.25% | 35,761 | -597 | -1.6% | -$11.55万 | 减仓 |
| WFC | WELLS FARGO & CO | $711.61万 | 0.26% | 81,318 | -2,579 | -3.1% | -$22.57万 | 减仓 |
| KLAC | KLA CORP | $738.88万 | 0.27% | 34,730 | -1,000 | -2.8% | -$21.28万 | 减仓 |
| GEV | GE VERNOVA INC | $755.40万 | 0.27% | 7,141 | -171 | -2.3% | -$18.09万 | 减仓 |
| NFLX | NETFLIX INC. | $771.51万 | 0.28% | 111,894 | -2,646 | -2.3% | -$18.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $772.20万 | 0.28% | 21,529 | -393 | -1.8% | -$14.10万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $798.42万 | 0.29% | 41,373 | -855 | -2.0% | -$16.50万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $807.69万 | 0.29% | 61,013 | -957 | -1.5% | -$12.67万 | 减仓 |
| DVYE | ISHARES INC | $828.75万 | 0.30% | 250,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $835.03万 | 0.30% | 7,839 | -317 | -3.9% | -$33.77万 | 减仓 |
| MRK | MERCK & CO INC | $836.80万 | 0.30% | 65,631 | -1,702 | -2.5% | -$21.70万 | 减仓 |
| KO | COCA COLA CO | $839.23万 | 0.30% | 102,897 | -2,129 | -2.0% | -$17.36万 | 减仓 |
| IAGG | ISHARES TR | $849.08万 | 0.31% | 170,326 | -3,700 | -2.1% | -$18.44万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $869.59万 | 0.31% | 173,260 | -3,800 | -2.1% | -$19.07万 | 减仓 |
| HD | HOME DEPOT INC | $895.36万 | 0.32% | 26,422 | -644 | -2.4% | -$21.82万 | 减仓 |