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 |
|---|---|---|---|---|---|---|---|---|
| BG | BUNGE GLOBAL SA | $42.66万 | 0.02% | 3,580 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $42.60万 | 0.02% | 13,813 | 329 | 2.4% | $1.01万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $42.53万 | 0.02% | 9,150 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $42.52万 | 0.02% | 13,936 | -332 | -2.3% | -$1.01万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $42.50万 | 0.02% | 3,406 | 125 | 3.8% | $1.56万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $42.46万 | 0.02% | 4,402 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $42.27万 | 0.02% | 5,521 | 15 | 0.3% | $1,148 | 加仓 |
| TXNM | TXNM ENERGY INC | $42.18万 | 0.02% | 7,348 | 204 | 2.9% | $1.17万 | 加仓 |
| WEX | WEX INC | $42.01万 | 0.02% | 2,557 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $42.00万 | 0.02% | 4,591 | -100 | -2.1% | -$9,148 | 减仓 |
| BKH | BLACK HILLS CORP | $41.92万 | 0.02% | 5,618 | 118 | 2.1% | $8,804 | 加仓 |
| MAS | MASCO CORP | $41.87万 | 0.02% | 5,323 | -200 | -3.6% | -$1.57万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $41.70万 | 0.01% | 3,136 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $41.68万 | 0.01% | 6,769 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $41.60万 | 0.01% | 2,609 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $41.24万 | 0.01% | 18,320 | -477 | -2.5% | -$1.07万 | 减仓 |
| VFC | V F CORP | $41.19万 | 0.01% | 24,255 | 30 | 0.1% | $509 | 加仓 |
| SON | SONOCO PRODS CO | $41.13万 | 0.01% | 7,270 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $41.12万 | 0.01% | 3,121 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $41.04万 | 0.01% | 4,889 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $40.94万 | 0.01% | 1,723 | 48 | 2.9% | $1.14万 | 加仓 |
| MIDD | MIDDLEBY CORP | $40.87万 | 0.01% | 3,068 | -324 | -9.6% | -$4.32万 | 减仓 |
| NDSN | NORDSON CORP | $40.75万 | 0.01% | 1,410 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $40.59万 | 0.01% | 6,860 | -109 | -1.6% | -$6,450 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $40.52万 | 0.01% | 16,925 | -365 | -2.1% | -$8,738 | 减仓 |
| BIO | BIO RAD LABS INC | $40.30万 | 0.01% | 1,324 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $40.25万 | 0.01% | 1,052 | -100 | -8.7% | -$3.83万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $39.93万 | 0.01% | 3,750 | -100 | -2.6% | -$1.06万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $39.75万 | 0.01% | 3,155 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $39.68万 | 0.01% | 26,258 | -1,016 | -3.7% | -$1.54万 | 减仓 |
| IESC | IES HOLDINGS INC | $39.66万 | 0.01% | 647 | 647 | — | $39.66万 | 新建仓 |
| DUOL | DUOLINGO INC | $39.41万 | 0.01% | 2,944 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $39.32万 | 0.01% | 9,343 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $39.30万 | 0.01% | 1,033 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $39.27万 | 0.01% | 14,684 | -267 | -1.8% | -$7,140 | 减仓 |
| NOVT | NOVANTA INC | $39.21万 | 0.01% | 2,637 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $39.13万 | 0.01% | 7,523 | -71 | -0.9% | -$3,693 | 减仓 |
| PBF | PBF ENERGY INC | $39.02万 | 0.01% | 6,219 | 100 | 1.6% | $6,275 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $38.97万 | 0.01% | 41,995 | -48 | -0.1% | -$445 | 减仓 |
| AN | AUTONATION INC | $38.96万 | 0.01% | 1,894 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $38.74万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $38.65万 | 0.01% | 2,104 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $38.56万 | 0.01% | 4,793 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $38.54万 | 0.01% | 12,134 | -248 | -2.0% | -$7,876 | 减仓 |
| PATH | UIPATH INC | $38.27万 | 0.01% | 31,495 | -68 | -0.2% | -$826 | 减仓 |
| GNTX | GENTEX CORP | $38.24万 | 0.01% | 15,704 | -434 | -2.7% | -$1.06万 | 减仓 |
| PTC | PTC INC | $38.17万 | 0.01% | 3,069 | -122 | -3.8% | -$1.52万 | 减仓 |
| GL | GLOBE LIFE INC | $37.95万 | 0.01% | 2,054 | -100 | -4.6% | -$1.85万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $37.84万 | 0.01% | 12,074 | 15 | 0.1% | $470 | 加仓 |
| ESAB | ESAB CORPORATION | $37.79万 | 0.01% | 4,209 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $37.76万 | 0.01% | 3,126 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $37.51万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $37.51万 | 0.01% | 9,384 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $37.42万 | 0.01% | 18,609 | 24 | 0.1% | $483 | 加仓 |
| SARO | STANDARDAERO INC | $37.41万 | 0.01% | 13,997 | 18 | 0.1% | $481 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $37.40万 | 0.01% | 8,217 | -172 | -2.1% | -$7,828 | 减仓 |
| CHWY | CHEWY INC | $37.08万 | 0.01% | 17,714 | 133 | 0.8% | $2,784 | 加仓 |
| COO | COOPER COS INC | $36.96万 | 0.01% | 5,154 | -100 | -1.9% | -$7,171 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $36.92万 | 0.01% | 4,095 | -100 | -2.4% | -$9,017 | 减仓 |
| OGS | ONE GAS INC | $36.90万 | 0.01% | 4,628 | 264 | 6.0% | $2.11万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $36.72万 | 0.01% | 3,179 | -113 | -3.4% | -$1.31万 | 减仓 |
| CNO | CNO FINL GROUP INC | $36.70万 | 0.01% | 6,849 | -100 | -1.4% | -$5,359 | 减仓 |
| MUR | MURPHY OIL CORP | $36.42万 | 0.01% | 9,890 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $36.18万 | 0.01% | 14,963 | 1,328 | 9.7% | $3.21万 | 加仓 |
| VAL | VALARIS LTD | $36.09万 | 0.01% | 4,715 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $36.07万 | 0.01% | 5,450 | -6,350 | -53.8% | -$42.02万 | 减仓 |
| BCO | BRINKS CO | $36.01万 | 0.01% | 2,998 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $35.94万 | 0.01% | 7,923 | -250 | -3.1% | -$1.13万 | 减仓 |
| FCN | FTI CONSULTING INC | $35.86万 | 0.01% | 2,206 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $35.84万 | 0.01% | 4,335 | -100 | -2.3% | -$8,268 | 减仓 |
| G | GENPACT LIMITED | $35.80万 | 0.01% | 11,591 | 6 | 0.1% | $185 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $35.79万 | 0.01% | 4,165 | -129 | -3.0% | -$1.11万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $35.59万 | 0.01% | 3,342 | -105 | -3.0% | -$1.12万 | 减仓 |
| BYD | BOYD GAMING CORP | $35.58万 | 0.01% | 4,056 | -157 | -3.7% | -$1.38万 | 减仓 |
| SR | SPIRE INC | $35.54万 | 0.01% | 4,366 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $35.53万 | 0.01% | 10,985 | 8 | 0.1% | $259 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $35.28万 | 0.01% | 8,406 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $35.24万 | 0.01% | 13,908 | -775 | -5.3% | -$1.96万 | 减仓 |
| ROL | ROLLINS INC | $35.10万 | 0.01% | 7,780 | -100 | -1.3% | -$4,511 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $35.03万 | 0.01% | 1,310 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $34.91万 | 0.01% | 5,612 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $34.87万 | 0.01% | 6,744 | -100 | -1.5% | -$5,170 | 减仓 |
| SHC | SOTERA HEALTH CO | $34.80万 | 0.01% | 19,605 | 2,434 | 14.2% | $4.32万 | 加仓 |
| IVZ | INVESCO LTD | $34.75万 | 0.01% | 11,729 | -273 | -2.3% | -$8,089 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $34.67万 | 0.01% | 1,085 | -100 | -8.4% | -$3.20万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $34.64万 | 0.01% | 3,215 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $34.60万 | 0.01% | 10,396 | -98 | -0.9% | -$3,261 | 减仓 |
| TREX | TREX INC | $34.58万 | 0.01% | 7,662 | -243 | -3.1% | -$1.10万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $34.56万 | 0.01% | 4,671 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $34.48万 | 0.01% | 2,425 | 100 | 4.3% | $1.42万 | 加仓 |
| KNF | KNIFE RIVER CORP | $34.47万 | 0.01% | 4,218 | 135 | 3.3% | $1.10万 | 加仓 |
| CBT | CABOT CORP | $34.23万 | 0.01% | 3,787 | 31 | 0.8% | $2,802 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $33.93万 | 0.01% | 9,606 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $33.88万 | 0.01% | 11,688 | -92 | -0.8% | -$2,667 | 减仓 |
| DBX | DROPBOX INC | $33.82万 | 0.01% | 11,044 | -1,812 | -14.1% | -$5.55万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $33.73万 | 0.01% | 4,603 | -59 | -1.3% | -$4,323 | 减仓 |
| ECHO | ECHOSTAR CORP | $33.60万 | 0.01% | 3,652 | 1 | 0.0% | $92 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $33.54万 | 0.01% | 3,192 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $33.45万 | 0.01% | 16,435 | -287 | -1.7% | -$5,840 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $32.95万 | 0.01% | 4,573 | 124 | 2.8% | $8,935 | 加仓 |