THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
INDIANAPOLIS IN · SEC CIK 0000319933
$2.75亿2026Q2 申报市值
1,236持仓数
19.5%前十大占比 · 第一大 3.1%
91 / 218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
ORCL 加仓+$501.66万
MSFT 加仓+$182.88万
LLY 加仓+$181.40万
ABBV 加仓+$77.77万
SPY 加仓+$70.75万
2026Q2 卖出最多 按季末市值估算
OUSA 减仓-$250.92万
FIRST TRUST 清仓-$168.33万
AAM 减仓-$106.91万
FIRST TRUST 减仓-$81.68万
GUGGENHEIM 清仓-$73.76万
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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CTLS INTL PLC | $9.88万 | 0.04% | 676 | 15 | 2.3% | $2,192 | 加仓 |
| LQD | ISHARES IBOXX & ETF | $9.88万 | 0.04% | 906 | -115 | -11.3% | -$1.25万 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $9.93万 | 0.04% | 7,277 | -11,081 | -60.4% | -$15.13万 | 减仓 |
| JPST | JPMORGAN ETF | $9.94万 | 0.04% | 1,966 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI ETF | $9.99万 | 0.04% | 1,461 | 280 | 23.7% | $1.92万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS ETF | $10.12万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $10.16万 | 0.04% | 1,061 | 232 | 28.0% | $2.22万 | 加仓 |
| GM | GENERAL MOTORS CO | $10.18万 | 0.04% | 1,321 | 3 | 0.2% | $231 | 加仓 |
| SPYM | STATE STREET SPDR ETF | $10.25万 | 0.04% | 1,166 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BANK AG | $10.36万 | 0.04% | 3,069 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $10.37万 | 0.04% | 1,391 | 1,391 | — | $10.37万 | 新建仓 |
| TFI | STATE STREET SPDR ETF | $10.53万 | 0.04% | 2,299 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $10.56万 | 0.04% | 2,271 | 1,065 | 88.3% | $4.95万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $10.72万 | 0.04% | 1,314 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $10.79万 | 0.04% | 3,178 | -273 | -7.9% | -$9,268 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR ETF | $10.95万 | 0.04% | 2,075 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $10.99万 | 0.04% | 1,578 | 30 | 1.9% | $2,089 | 加仓 |
| ETR | ENTERGY CORP NEW | $11.07万 | 0.04% | 963 | 19 | 2.0% | $2,183 | 加仓 |
| D | DOMINION ENERGY INC | $11.09万 | 0.04% | 1,623 | 37 | 2.3% | $2,527 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $11.09万 | 0.04% | 550 | 32 | 6.2% | $6,451 | 加仓 |
| — | FIRST TRUST | $11.14万 | 0.04% | 9,011 | -50,938 | -85.0% | -$62.95万 | 减仓 |
| BKNG | BOOKING HLDGS INC | $11.14万 | 0.04% | 625 | 175 | 38.9% | $3.12万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $11.19万 | 0.04% | 1,215 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE IN ETF | $11.28万 | 0.04% | 1,086 | 296 | 37.5% | $3.07万 | 加仓 |
| KRE | STATE STREET SPDR ETF | $11.33万 | 0.04% | 1,513 | 241 | 18.9% | $1.80万 | 加仓 |
| XLP | SELECT SECTOR SPDR ETF | $11.49万 | 0.04% | 1,383 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $11.67万 | 0.04% | 1,624 | -424 | -20.7% | -$3.05万 | 减仓 |
| — | FIRST TRUST | $11.69万 | 0.04% | 9,383 | -31,537 | -77.1% | -$39.30万 | 减仓 |
| XLE | SELECT SECTOR SPDR ETF | $11.73万 | 0.04% | 2,208 | -866 | -28.2% | -$4.60万 | 减仓 |
| — | PROSHARES TR ETF | $11.83万 | 0.04% | 8,730 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES ETF | $11.98万 | 0.04% | 475 | 1 | 0.2% | $252 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $11.99万 | 0.04% | 2,830 | 43 | 1.5% | $1,821 | 加仓 |
| — | FIRST TRUST | $12.06万 | 0.04% | 10,391 | -551 | -5.0% | -$6,394 | 减仓 |
| — | INVESTMENT MANAGERS ETF | $12.10万 | 0.04% | 4,605 | -3,005 | -39.5% | -$7.90万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $12.16万 | 0.04% | 889 | -24 | -2.6% | -$3,283 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS | $12.18万 | 0.04% | 415 | 106 | 34.3% | $3.11万 | 加仓 |
| DRI | DARDEN RESTAURANTS | $12.28万 | 0.04% | 596 | 171 | 40.2% | $3.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $12.38万 | 0.05% | 297 | 12 | 4.2% | $5,004 | 加仓 |
| IWM | ISHARES ETF | $12.54万 | 0.05% | 416 | 40 | 10.6% | $1.21万 | 加仓 |
| JEPQ | JPMORGAN TR NASDAQ ETF | $12.54万 | 0.05% | 2,040 | 2 | 0.1% | $123 | 加仓 |
| NEM | NEWMONT CORP | $12.56万 | 0.05% | 1,345 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON ETF | $12.57万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP NEW ADR | $12.58万 | 0.05% | 6,272 | 481 | 8.3% | $9,647 | 加仓 |
| AMLP | ALPS TR ETF | $12.78万 | 0.05% | 2,464 | 6 | 0.2% | $311 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $12.85万 | 0.05% | 502 | 200 | 66.2% | $5.12万 | 加仓 |
| VXUS | VANGUARD TOTAL INTL ETF | $12.90万 | 0.05% | 1,509 | 415 | 37.9% | $3.55万 | 加仓 |
| AON | AON PLC | $13.10万 | 0.05% | 395 | 4 | 1.0% | $1,327 | 加仓 |
| AIRR | FIRST TR RBA ETF | $13.15万 | 0.05% | 987 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TRUST DOW JONE ETF | $13.21万 | 0.05% | 499 | -85 | -14.6% | -$2.25万 | 重新持有 |
| FIX | COMFORT SYS USA INC | $13.28万 | 0.05% | 67 | 2 | 3.1% | $3,964 | 加仓 |
| SPG | SIMON PROPERTY GROUP | $13.36万 | 0.05% | 597 | 29 | 5.1% | $6,492 | 加仓 |
| HPE | HEWLETT PACKARD | $13.41万 | 0.05% | 2,972 | -3,923 | -56.9% | -$17.70万 | 减仓 |
| — | PROSHARES TR II ETF | $13.42万 | 0.05% | 4,359 | 0 | 0.0% | — | 不变 |
| T | AT & T INC | $14.01万 | 0.05% | 6,769 | -2,973 | -30.5% | -$6.15万 | 减仓 |
| PAYX | PAYCHEX INC | $14.06万 | 0.05% | 1,430 | 325 | 29.4% | $3.20万 | 加仓 |
| UCTT | ULTRA CLEAN HOLDINGS | $14.14万 | 0.05% | 992 | 992 | — | $14.14万 | 新建仓 |
| NUE | NUCOR CORP | $14.30万 | 0.05% | 642 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $14.46万 | 0.05% | 2,720 | 700 | 34.7% | $3.72万 | 加仓 |
| EBAY | EBAY INC | $14.56万 | 0.05% | 1,303 | 57 | 4.6% | $6,370 | 加仓 |
| SCHD | SCHWAB US DIVIDEND ETF | $14.66万 | 0.05% | 4,623 | -1,104 | -19.3% | -$3.50万 | 减仓 |
| SHEL | SHELL PLC ADR | $14.73万 | 0.05% | 1,899 | 1,670 | 729.3% | $12.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $14.78万 | 0.05% | 1,170 | 430 | 58.1% | $5.43万 | 加仓 |
| SRE | SEMPRA ENERGY | $14.88万 | 0.05% | 1,605 | 194 | 13.7% | $1.80万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $14.96万 | 0.05% | 629 | 10 | 1.6% | $2,379 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB | $15.02万 | 0.05% | 2,607 | 1,027 | 65.0% | $5.92万 | 加仓 |
| PM | PHILIP MORRIS | $15.18万 | 0.06% | 839 | 35 | 4.4% | $6,331 | 加仓 |
| CRCL | CIRCLE INTERNET GRP INC | $15.30万 | 0.06% | 2,444 | 500 | 25.7% | $3.13万 | 加仓 |
| IAU | ISHARES GOLD TR ETF | $15.33万 | 0.06% | 2,030 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO TR II ETF | $15.57万 | 0.06% | 1,219 | 142 | 13.2% | $1.81万 | 加仓 |
| — | GUGGENHEIM | $15.62万 | 0.06% | 14,050 | 14,050 | — | $15.62万 | 新建仓 |
| MRSH | MARSH | $15.68万 | 0.06% | 941 | 26 | 2.8% | $4,333 | 加仓 |
| COHR | COHERENT CORP | $15.78万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC./DELAWARE | $15.86万 | 0.06% | 317 | -134 | -29.7% | -$6.71万 | 减仓 |
| SNDK | SANDISK CORP | $15.92万 | 0.06% | 70 | 70 | — | $15.92万 | 新建仓 |
| CEG | CONSTELLATION ENERGY | $15.95万 | 0.06% | 642 | 23 | 3.7% | $5,713 | 加仓 |
| DE | DEERE & CO | $16.18万 | 0.06% | 255 | 11 | 4.5% | $6,977 | 加仓 |
| XAR | STATE STREET SPDR ETF | $16.18万 | 0.06% | 570 | 326 | 133.6% | $9.25万 | 加仓 |
| VBK | VANGUARD SMALL CAP ETF | $16.20万 | 0.06% | 443 | 32 | 7.8% | $1.17万 | 加仓 |
| VTWO | VANGUARD RUSSELL ETF | $16.57万 | 0.06% | 1,365 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $16.59万 | 0.06% | 3,416 | 37 | 1.1% | $1,797 | 加仓 |
| XLU | SELECT SECTOR SPDR ETF | $16.66万 | 0.06% | 3,675 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR ETF | $16.68万 | 0.06% | 6,085 | -995 | -14.1% | -$2.73万 | 减仓 |
| AZN | ASTRAZENECA PLC | $16.99万 | 0.06% | 896 | -1 | -0.1% | -$190 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $17.05万 | 0.06% | 1,553 | 300 | 23.9% | $3.29万 | 加仓 |
| VBR | VANGUARD SMALL CAP V ETF | $17.14万 | 0.06% | 705 | 66 | 10.3% | $1.60万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $17.30万 | 0.06% | 2,293 | 252 | 12.3% | $1.90万 | 加仓 |
| NDAQ | NASDAQ INC | $17.62万 | 0.06% | 2,235 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE-B | $17.70万 | 0.06% | 1,646 | 914 | 124.9% | $9.83万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $18.06万 | 0.07% | 1,957 | -317 | -13.9% | -$2.92万 | 减仓 |
| VIOO | VANGUARD S&P ETF | $18.51万 | 0.07% | 1,345 | 0 | 0.0% | — | 不变 |
| — | ADVISORS ASSET MGMT | $18.72万 | 0.07% | 16,855 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG TERM ETF | $18.73万 | 0.07% | 2,717 | 240 | 9.7% | $1.65万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $18.75万 | 0.07% | 374 | 235 | 169.1% | $11.78万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE AND | $18.77万 | 0.07% | 6,250 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY | $18.81万 | 0.07% | 194 | 58 | 42.6% | $5.62万 | 加仓 |
| HSY | HERSHEY COMPANY | $18.91万 | 0.07% | 1,078 | 550 | 104.2% | $9.65万 | 加仓 |
| UFO | PROCURE ETF TR II ETF | $18.96万 | 0.07% | 3,741 | 3,741 | — | $18.96万 | 新建仓 |
| SIEGY | SIEMENS A G - ADR | $18.97万 | 0.07% | 1,179 | 65 | 5.8% | $1.05万 | 加仓 |
| MMM | 3M CO | $18.97万 | 0.07% | 1,172 | 623 | 113.5% | $10.09万 | 加仓 |
| — | LINCOLN NATL LIFE INS CO | $19.05万 | 0.07% | 100,000 | 0 | 0.0% | — | 重新持有 |