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 |
|---|---|---|---|---|---|---|---|---|
| CGMM | CAPITAL GRP EQUITY ETF | $19.17万 | 0.07% | 5,814 | 811 | 16.2% | $2.67万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $19.17万 | 0.07% | 2,657 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $19.34万 | 0.07% | 1,110 | 213 | 23.7% | $3.71万 | 加仓 |
| NUGT | DIREXION SHS TR ETF | $19.54万 | 0.07% | 1,670 | 1,028 | 160.1% | $12.03万 | 加仓 |
| NFLX | NETFLIX INC | $19.60万 | 0.07% | 2,745 | 590 | 27.4% | $4.21万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $19.60万 | 0.07% | 658 | 658 | — | $19.60万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEMS | $19.67万 | 0.07% | 524 | 36 | 7.4% | $1.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY ETF | $19.94万 | 0.07% | 3,341 | 26 | 0.8% | $1,552 | 加仓 |
| — | ALPS ETF TR ETF | $20.00万 | 0.07% | 4,493 | -76 | -1.7% | -$3,383 | 减仓 |
| FDX | FEDEX CORPORATION | $20.12万 | 0.07% | 640 | -15 | -2.3% | -$4,717 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $20.25万 | 0.07% | 317 | 0 | 0.0% | — | 不变 |
| SMH | VANECK VECTORS TR ETF | $20.81万 | 0.08% | 317 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE | $20.82万 | 0.08% | 248 | -130 | -34.4% | -$10.91万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $20.91万 | 0.08% | 6,540 | 356 | 5.8% | $1.14万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $20.98万 | 0.08% | 1,386 | 281 | 25.4% | $4.25万 | 加仓 |
| WELL | WELLTOWER INC | $20.99万 | 0.08% | 925 | -35 | -3.6% | -$7,944 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.04万 | 0.08% | 425 | 19 | 4.7% | $9,406 | 加仓 |
| SPXL | DIREXION SHS TR ETF | $21.27万 | 0.08% | 784 | 320 | 69.0% | $8.68万 | 加仓 |
| UNP | UNION PACIFIC CORP | $21.52万 | 0.08% | 791 | 40 | 5.3% | $1.09万 | 加仓 |
| JEPI | JPMORGAN EQUITY TR ETF | $21.98万 | 0.08% | 3,891 | 4 | 0.1% | $226 | 加仓 |
| — | TRANSAMERICA LIFE INS CO | $22.40万 | 0.08% | 279,031 | 0 | 0.0% | — | 重新持有 |
| IUSV | ISHARES ETF | $22.68万 | 0.08% | 2,059 | 251 | 13.9% | $2.76万 | 加仓 |
| RGLD | ROYAL GOLD INC | $22.77万 | 0.08% | 1,141 | 106 | 10.2% | $2.12万 | 加仓 |
| MUB | ISHARES NATIONAL ETF | $22.82万 | 0.08% | 2,120 | -299 | -12.4% | -$3.22万 | 减仓 |
| OKLO | OKLO INC CL A | $22.83万 | 0.08% | 4,363 | 176 | 4.2% | $9,210 | 加仓 |
| FNV | FRANCO-NEVADA CORP | $22.84万 | 0.08% | 1,096 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES INC | $22.95万 | 0.08% | 1,769 | -57 | -3.1% | -$7,394 | 减仓 |
| CRWV | COREWEAVE INC | $23.05万 | 0.08% | 2,316 | 422 | 22.3% | $4.20万 | 加仓 |
| CGMU | CAPITAL GRP ETF | $23.08万 | 0.08% | 8,401 | 17 | 0.2% | $467 | 加仓 |
| VONG | VANGUARD RUSSELL ETF | $23.25万 | 0.08% | 1,819 | -8 | -0.4% | -$1,022 | 减仓 |
| ROP | ROPER TECHNOLOGIES | $23.31万 | 0.08% | 689 | 59 | 9.4% | $2.00万 | 加仓 |
| OKE | ONEOK INC NEW | $24.11万 | 0.09% | 2,772 | 40 | 1.5% | $3,479 | 加仓 |
| — | ULTRA RUSSELL 2000 ETF | $24.12万 | 0.09% | 3,588 | 2,988 | 498.0% | $20.09万 | 重新持有 |
| WPM | WHEATON PRECIOUS METALS | $24.48万 | 0.09% | 2,180 | -9 | -0.4% | -$1,011 | 减仓 |
| EFV | ISHARES ETF | $24.75万 | 0.09% | 3,232 | 581 | 21.9% | $4.45万 | 加仓 |
| IUSG | ISHARES ETF | $24.79万 | 0.09% | 1,318 | 209 | 18.8% | $3.93万 | 加仓 |
| DUK | DUKE ENERGY CORP | $24.83万 | 0.09% | 1,961 | -35 | -1.8% | -$4,432 | 减仓 |
| GRMN | GARMIN LTD | $24.87万 | 0.09% | 1,047 | 138 | 15.2% | $3.28万 | 加仓 |
| FNX | FIRST TRUST MID CAP ETF | $24.92万 | 0.09% | 1,703 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX $ ETF | $24.94万 | 0.09% | 3,118 | 128 | 4.3% | $1.02万 | 加仓 |
| FBT | FIRST TRUST ETF | $24.98万 | 0.09% | 1,007 | 924 | 1,113.3% | $22.92万 | 加仓 |
| RODM | HARTFORD MULTIFACTOR ETF | $25.82万 | 0.09% | 6,391 | -106 | -1.6% | -$4,283 | 减仓 |
| — | NUVEEN DYNAMIC MUNICIPAL | $26.29万 | 0.10% | 25,259 | 448 | 1.8% | $4,664 | 加仓 |
| VST | VISTRA CORP | $27.43万 | 0.10% | 1,728 | 87 | 5.3% | $1.38万 | 加仓 |
| AGG | ISHARES CORE U.S. ETF | $27.55万 | 0.10% | 2,783 | 74 | 2.7% | $7,324 | 加仓 |
| BIL | STATE STREET SPDR ETF | $28.06万 | 0.10% | 3,062 | -1,102 | -26.5% | -$10.10万 | 减仓 |
| CVS | CVS HEALTH | $28.21万 | 0.10% | 2,725 | -39 | -1.4% | -$4,038 | 减仓 |
| SPIB | STATE STREET SPDR ETF | $28.34万 | 0.10% | 8,469 | 373 | 4.6% | $1.25万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $28.87万 | 0.10% | 5,121 | 118 | 2.4% | $6,652 | 加仓 |
| DLN | WISDOMTREE L/C DVD F ETF | $28.90万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| ITA | ISHS US AERO & DEF ETF | $29.23万 | 0.11% | 1,205 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK ETF | $29.34万 | 0.11% | 793 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.39万 | 0.11% | 2,826 | 393 | 16.2% | $4.09万 | 加仓 |
| BIV | VANGUARD INTERMEDIAT ETF | $29.64万 | 0.11% | 3,864 | 276 | 7.7% | $2.12万 | 加仓 |
| FTHI | FIRST TR BUY WRITE ETF | $30.03万 | 0.11% | 12,593 | 552 | 4.6% | $1.32万 | 加仓 |
| TLN | TALEN ENERGY CORP NEW | $30.09万 | 0.11% | 783 | 8 | 1.0% | $3,074 | 加仓 |
| ABBNY | ABB LTD -SPONS ADR | $30.25万 | 0.11% | 2,783 | 105 | 3.9% | $1.14万 | 加仓 |
| JPIB | JPMORGAN ETF | $30.57万 | 0.11% | 6,321 | 394 | 6.6% | $1.91万 | 加仓 |
| DFEM | DIMENSIONAL TR ETF | $31.03万 | 0.11% | 7,636 | 196 | 2.6% | $7,965 | 加仓 |
| VLO | VALERO ENERGY CORP NEW | $31.07万 | 0.11% | 1,193 | 130 | 12.2% | $3.39万 | 加仓 |
| AEM | AGNICO EAGLE MINES | $32.05万 | 0.12% | 2,066 | -234 | -10.2% | -$3.63万 | 减仓 |
| NSC | NORFOLK SOUTHERN CORP | $32.15万 | 0.12% | 1,022 | 919 | 892.2% | $28.91万 | 加仓 |
| QCOM | QUALCOMM INC | $32.50万 | 0.12% | 1,758 | 141 | 8.7% | $2.61万 | 加仓 |
| AFLG | FIRST TR EXCHANGE ETF | $32.53万 | 0.12% | 7,492 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE ETF | $32.78万 | 0.12% | 4,325 | 302 | 7.5% | $2.29万 | 加仓 |
| NEU | NEWMARKET CORPORATION | $33.15万 | 0.12% | 419 | 119 | 39.7% | $9.41万 | 加仓 |
| IJR | ISHARES CORE S&P ETF | $33.32万 | 0.12% | 2,246 | 86 | 4.0% | $1.28万 | 加仓 |
| RKLB | ROCKET LAB CORP | $33.44万 | 0.12% | 3,290 | 3,215 | 4,286.7% | $32.68万 | 加仓 |
| XLV | SELECT SECTOR SPDR ETF | $33.63万 | 0.12% | 2,118 | 323 | 18.0% | $5.13万 | 加仓 |
| CIBR | FIRST TR NASDAQ ETF | $34.94万 | 0.13% | 3,887 | 2,342 | 151.6% | $21.05万 | 加仓 |
| FXL | FIRST TRUST TECHNLGY ETF | $35.97万 | 0.13% | 1,656 | -43 | -2.5% | -$9,340 | 减仓 |
| FIVE | FIVE BELOW INC | $36.15万 | 0.13% | 2,011 | 564 | 39.0% | $10.14万 | 加仓 |
| B | BARRICK MNG CORP | $36.19万 | 0.13% | 9,853 | 651 | 7.1% | $2.39万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $36.48万 | 0.13% | 1,590 | 394 | 32.9% | $9.04万 | 加仓 |
| ICE | INTERCONTINENTAL EXCH | $36.57万 | 0.13% | 2,971 | 257 | 9.5% | $3.16万 | 加仓 |
| XLF | SELECT SECTOR SPDR ETF | $36.63万 | 0.13% | 6,833 | 447 | 7.0% | $2.40万 | 加仓 |
| — | BLACKROCK TR ISHARES ETF | $36.71万 | 0.13% | 3,659 | -3,289 | -47.3% | -$32.99万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $36.77万 | 0.13% | 1,213 | 42 | 3.6% | $1.27万 | 加仓 |
| VSAT | VIASAT INC | $37.16万 | 0.14% | 4,138 | 4,138 | — | $37.16万 | 新建仓 |
| DELL | DELL TECHNOLOGIES | $37.28万 | 0.14% | 864 | -682 | -44.1% | -$29.43万 | 减仓 |
| SHY | ISHARES ETF | $37.36万 | 0.14% | 4,550 | 385 | 9.2% | $3.16万 | 加仓 |
| DIS | WALT DISNEY COMPANY | $38.09万 | 0.14% | 3,955 | -214 | -5.1% | -$2.06万 | 减仓 |
| SPMO | INVESCO TR II ETF | $38.64万 | 0.14% | 2,392 | 2,111 | 751.2% | $34.10万 | 加仓 |
| FAST | FASTENAL CO | $38.67万 | 0.14% | 8,050 | 1,302 | 19.3% | $6.25万 | 加仓 |
| PNC | PNC FINANCIAL SERVICES | $38.77万 | 0.14% | 1,574 | 356 | 29.2% | $8.77万 | 加仓 |
| XSD | STATE STREET SPDR ETF | $38.92万 | 0.14% | 624 | -200 | -24.3% | -$12.47万 | 重新持有 |
| MLM | MARTIN MARIETTA | $39.21万 | 0.14% | 680 | -385 | -36.2% | -$22.20万 | 减仓 |
| VEA | VANGUARD FTSE ETF | $39.40万 | 0.14% | 5,530 | -37 | -0.7% | -$2,636 | 减仓 |
| AMT | AMERICAN TOWER CORP | $39.51万 | 0.14% | 2,414 | -116 | -4.6% | -$1.90万 | 减仓 |
| COR | CENCORA INC | $39.84万 | 0.14% | 1,408 | 100 | 7.6% | $2.83万 | 加仓 |
| WMB | WILLIAMS COMPANIES | $39.90万 | 0.15% | 5,367 | 3,031 | 129.8% | $22.53万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS | $40.27万 | 0.15% | 3,391 | 797 | 30.7% | $9.46万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $40.95万 | 0.15% | 6,511 | 691 | 11.9% | $4.35万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $41.00万 | 0.15% | 4,232 | 458 | 12.1% | $4.44万 | 加仓 |
| JKHY | JACK HENRY & ASSOC INC | $41.14万 | 0.15% | 2,987 | 232 | 8.4% | $3.20万 | 加仓 |
| FRT | FEDERAL REALTY | $41.39万 | 0.15% | 3,353 | 342 | 11.4% | $4.22万 | 加仓 |
| O | REALTY INCOME CORP | $41.88万 | 0.15% | 6,758 | 667 | 11.0% | $4.13万 | 加仓 |
| VONV | VANGUARD RUSSELL ETF | $43.36万 | 0.16% | 4,079 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $43.46万 | 0.16% | 2,290 | 23 | 1.0% | $4,365 | 加仓 |
| MS | MORGAN STANLEY & CO | $43.94万 | 0.16% | 2,102 | 263 | 14.3% | $5.50万 | 加仓 |