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
DY DYCOM INDS INC $89.97万0.03%2,210 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $89.62万0.03%1,593 -100-5.9% -$5.63万 减仓
MEDP MEDPACE HLDGS INC $88.89万0.03%1,653 00.0% — 不变
KR KROGER CO $88.66万0.03%15,073 -721-4.6% -$4.24万 减仓
CG CARLYLE GROUP INC $88.23万0.03%19,151 240.1% $1,106 加仓
BJ BJS WHSL CLUB HLDGS INC $87.95万0.03%9,417 -184-1.9% -$1.72万 减仓
EGP EASTGROUP PPTYS INC $87.66万0.03%3,945 00.0% — 不变
SF STIFEL FINL CORP $87.58万0.03%11,350 1101.0% $8,488 加仓
CASY CASEYS GEN STORES INC $86.51万0.03%1,007 -1,725-63.1% -$148.20万 减仓
EME EMCOR GROUP INC $86.10万0.03%1,157 -100-8.0% -$7.44万 减仓
SAIA SAIA INC $85.93万0.03%1,967 00.0% — 不变
SMTC SEMTECH CORP $85.81万0.03%6,867 6,867— $85.81万 新建仓
AA ALCOA CORP $85.59万0.03%19,461 3732.0% $1.64万 加仓
NTAP NETAPP INC $85.46万0.03%5,215 -100-1.9% -$1.64万 减仓
ZTS ZOETIS INC $85.29万0.03%11,140 -311-2.7% -$2.38万 减仓
OC OWENS CORNING NEW $85.17万0.03%5,918 -72-1.2% -$1.04万 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $85.08万0.03%14,278 1180.8% $7,032 加仓
STLD STEEL DYNAMICS INC $84.85万0.03%3,603 -100-2.7% -$2.36万 减仓
JBL JABIL INC $84.22万0.03%2,798 -100-3.5% -$3.01万 减仓
WTRG ESSENTIAL UTILS INC $82.89万0.03%20,884 260.1% $1,032 加仓
EXPE EXPEDIA GROUP INC $82.83万0.03%3,082 -100-3.1% -$2.69万 减仓
CNC CENTENE CORP DEL $82.69万0.03%12,446 -151-1.2% -$1.00万 减仓
EXR EXTRA SPACE STORAGE INC $82.54万0.03%5,571 -100-1.8% -$1.48万 减仓
BTSG BRIGHTSPRING HEALTH SVCS INC $82.53万0.03%11,675 11,675— $82.53万 新建仓
MOG/A MOOG INC $82.44万0.03%2,096 00.0% — 不变
PINS PINTEREST INC $82.42万0.03%35,527 -7,627-17.7% -$17.69万 减仓
EQT EQT CORP $82.40万0.03%16,626 -243-1.4% -$1.20万 减仓
FIVE FIVE BELOW INC $82.15万0.03%4,054 00.0% — 不变
AEE AMEREN CORP $82.15万0.03%7,364 -134-1.8% -$1.49万 减仓
WTFC WINTRUST FINL CORP $82.12万0.03%4,998 1002.0% $1.64万 加仓
EHC ENCOMPASS HEALTH CORP $82.08万0.03%7,315 -101-1.4% -$1.13万 减仓
DTE DTE ENERGY CO $82.01万0.03%5,534 -113-2.0% -$1.67万 减仓
BIIB BIOGEN INC $81.26万0.03%3,945 00.0% — 不变
CFG CITIZENS FINL GROUP INC $81.24万0.03%11,222 -307-2.7% -$2.22万 减仓
AHR AMERICAN HEALTHCARE REIT INC $81.24万0.03%14,212 1,1358.7% $6.49万 加仓
FICO FAIR ISAAC CORP $81.08万0.03%645 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $80.58万0.03%1,268 00.0% — 不变
SN SHARKNINJA INC $80.53万0.03%5,211 5,211— $80.53万 新建仓
RMBS RAMBUS INC DEL $80.49万0.03%7,935 00.0% — 不变
CYTK CYTOKINETICS INC $80.28万0.03%10,012 1,00011.1% $8.02万 加仓
SCI SERVICE CORP INTL $80.00万0.03%10,162 -54-0.5% -$4,251 减仓
CR CRANE COMPANY $79.67万0.03%3,663 1002.8% $2.17万 加仓
AMH AMERICAN HOMES 4 RENT $79.59万0.03%23,360 -670-2.8% -$2.28万 减仓
EIX EDISON INTL $79.58万0.03%10,251 -112-1.1% -$8,695 减仓
AEIS ADVANCED ENERGY INDS $79.02万0.03%2,782 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $79.02万0.03%3,732 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $78.70万0.03%10,890 70.1% $506 加仓
VEEV VEEVA SYS INC $78.68万0.03%4,027 4,027— $78.68万 新建仓
DXCM DEXCOM INC $78.60万0.03%10,254 -186-1.8% -$1.43万 减仓
WDAY WORKDAY INC $78.37万0.03%5,413 -365-6.3% -$5.28万 减仓
CGNX COGNEX CORP $78.36万0.03%12,230 160.1% $1,025 加仓
HAL HALLIBURTON CO $78.18万0.03%22,199 -522-2.3% -$1.84万 减仓
IR INGERSOLL RAND INC $77.98万0.03%9,482 -173-1.8% -$1.42万 减仓
SANM SANMINA CORP $77.97万0.03%3,953 3,953— $77.97万 新建仓
ATO ATMOS ENERGY CORP $77.97万0.03%4,388 -100-2.2% -$1.78万 减仓
WMS ADVANCED DRAIN SYS INC DEL $77.94万0.03%5,282 00.0% — 不变
VICI VICI PPTYS INC $77.93万0.03%29,004 410.1% $1,102 加仓
ARW ARROW ELECTRS INC $77.62万0.03%3,757 00.0% — 不变
DCI DONALDSON INC $77.61万0.03%8,585 1441.7% $1.30万 加仓
XYL XYLEM INC $77.55万0.03%6,316 -264-4.0% -$3.24万 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $77.44万0.03%10,423 1021.0% $7,579 加仓
R RYDER SYS INC $77.28万0.03%2,843 -100-3.4% -$2.72万 减仓
RJF RAYMOND JAMES FINL INC $77.11万0.03%4,580 -100-2.1% -$1.68万 减仓
RMD RESMED INC $76.95万0.03%3,867 -100-2.5% -$1.99万 减仓
MUSA MURPHY USA INC $76.89万0.03%1,243 00.0% — 不变
UMBF UMB FINL CORP $76.83万0.03%5,263 00.0% — 不变
DOV DOVER CORP $76.68万0.03%3,580 -100-2.7% -$2.14万 减仓
Q QNITY ELECTRONICS INC $76.27万0.03%5,594 00.0% — 不变
VMI VALMONT INDS INC $76.13万0.03%1,432 -4-0.3% -$2,127 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $75.95万0.03%12,042 -244-2.0% -$1.54万 减仓
TPR TAPESTRY INC $75.88万0.03%5,364 -100-1.8% -$1.41万 减仓
DOCU DOCUSIGN INC $75.57万0.03%14,328 -434-2.9% -$2.29万 减仓
CFR CULLEN FROST BANKERS INC $75.56万0.03%4,674 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $75.46万0.03%2,760 -100-3.5% -$2.73万 减仓
CACI CACI INTL INC $75.28万0.03%1,631 00.0% — 不变
CNP CENTERPOINT ENERGY INC $75.02万0.03%17,394 -258-1.5% -$1.11万 减仓
LYV LIVE NATION ENTERTAINMENT IN $74.90万0.03%4,156 -100-2.3% -$1.80万 减仓
OTIS OTIS WORLDWIDE CORP $74.89万0.03%10,196 -301-2.9% -$2.21万 减仓
AYI ACUITY INC $74.82万0.03%2,242 -69-3.0% -$2.30万 减仓
CTRE CARETRUST REIT INC $74.71万0.03%17,422 9555.8% $4.10万 加仓
ES EVERSOURCE ENERGY $74.52万0.03%9,987 -100-1.0% -$7,462 减仓
COKE COCA COLA CONS INC $74.50万0.03%4,122 -100-2.4% -$1.81万 减仓
OGE OGE ENERGY CORP $74.34万0.03%15,264 1190.8% $5,795 加仓
CINF CINCINNATI FINL CORP $74.32万0.03%4,111 -108-2.6% -$1.95万 减仓
DAR DARLING INGREDIENTS INC $74.29万0.03%11,774 1141.0% $7,193 加仓
LFUS LITTELFUSE INC $74.18万0.03%1,865 -11-0.6% -$4,375 减仓
SSB SOUTHSTATE BK CORP $74.08万0.03%7,179 -38-0.5% -$3,921 减仓
ENSG ENSIGN GROUP INC $73.92万0.03%4,316 1002.4% $1.71万 加仓
BRX BRIXMOR PPTY GROUP INC $73.70万0.03%22,627 280.1% $912 加仓
WTW WILLIS TOWERS WATSON PLC LTD $73.47万0.03%2,504 -100-3.8% -$2.93万 减仓
DG DOLLAR GEN CORP $73.16万0.03%5,818 -100-1.7% -$1.26万 减仓
AAL AMERICAN AIRLINES GROUP INC $73.00万0.03%48,731 600.1% $899 加仓
AR ANTERO RESOURCES CORP $72.95万0.03%21,731 1270.6% $4,263 加仓
MTD METTLER TOLEDO INTERNATIONAL $72.71万0.03%555 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $72.41万0.03%5,103 00.0% — 不变
PRI PRIMERICA INC $72.14万0.03%2,323 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $72.04万0.03%1,948 -170-8.0% -$6.29万 减仓
— AVALONBAY CMNTYS INC $71.89万0.03%3,734 -100-2.6% -$1.93万 减仓
RF REGIONS FINANCIAL CORP NEW $71.77万0.03%22,677 -870-3.7% -$2.75万 减仓
NRG NRG ENERGY INC $71.76万0.03%5,558 -224-3.9% -$2.89万 减仓