THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
INDIANAPOLIS IN · SEC CIK 0000319933
$2.42亿2026Q1 申报市值
1,322持仓数
17.4%前十大占比 · 第一大 3.0%
254 / 264新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FIRST TRUST 加仓+$161.90万
AAM 加仓+$81.56万
WM 加仓+$79.53万
FIRST TRUST 加仓+$78.85万
GUGGENHEIM 新建仓+$73.76万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$498.45万
LLY 减仓-$397.81万
MSFT 减仓-$310.96万
OUSA 减仓-$265.65万
AAPL 减仓-$157.27万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TRUST PORTFOLIO LP | $13.06万 | 0.05% | 13,407 | 13,407 | — | $13.06万 | 新建仓 |
| MTZ | MASTEC INC | $13.09万 | 0.05% | 407 | 407 | — | $13.09万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $13.10万 | 0.05% | 619 | -61 | -9.0% | -$1.29万 | 减仓 |
| PM | PHILIP MORRIS | $13.29万 | 0.05% | 804 | 104 | 14.9% | $1.72万 | 加仓 |
| HAL | HALLIBURTON COMPANY | $13.45万 | 0.06% | 3,451 | -471 | -12.0% | -$1.84万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS | $13.56万 | 0.06% | 488 | 6 | 1.2% | $1,667 | 加仓 |
| SIEGY | SIEMENS A G - ADR | $13.58万 | 0.06% | 1,114 | -49 | -4.2% | -$5,971 | 减仓 |
| VTWO | VANGUARD RUSSELL ETF | $13.67万 | 0.06% | 1,365 | 1,365 | — | $13.67万 | 新建仓 |
| SRE | SEMPRA ENERGY | $13.71万 | 0.06% | 1,411 | -1,046 | -42.6% | -$10.16万 | 减仓 |
| DE | DEERE & CO | $13.74万 | 0.06% | 244 | -11 | -4.3% | -$6,196 | 减仓 |
| BSTZ | BLACKROCK SCIENCE AND | $13.84万 | 0.06% | 6,250 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP V ETF | $13.89万 | 0.06% | 639 | -599 | -48.4% | -$13.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $13.99万 | 0.06% | 2,787 | -1,281 | -31.5% | -$6.43万 | 减仓 |
| — | ADVISORS ASSET MGMT | $14.05万 | 0.06% | 12,597 | 11,441 | 989.7% | $12.76万 | 加仓 |
| — | BANK MONTREAL QUE ETN | $14.08万 | 0.06% | 699 | 180 | 34.7% | $3.62万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $14.21万 | 0.06% | 12,194 | 8,211 | 206.2% | $9.57万 | 加仓 |
| — | FIRST TRUST | $14.33万 | 0.06% | 13,613 | 13,613 | — | $14.33万 | 新建仓 |
| NEM | NEWMONT CORP | $14.56万 | 0.06% | 1,345 | -1,143 | -45.9% | -$12.37万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $14.57万 | 0.06% | 406 | -24 | -5.6% | -$8,612 | 减仓 |
| — | FIRST TRUST | $14.58万 | 0.06% | 14,490 | 12,005 | 483.1% | $12.08万 | 加仓 |
| — | INVESTMENT MANAGERS ETF | $14.63万 | 0.06% | 7,610 | 5,201 | 215.9% | $10.00万 | 加仓 |
| CRWV | COREWEAVE INC | $14.67万 | 0.06% | 1,894 | 352 | 22.8% | $2.73万 | 加仓 |
| CGMM | CAPITAL GRP EQUITY ETF | $14.69万 | 0.06% | 5,003 | 1,235 | 32.8% | $3.63万 | 加仓 |
| — | FIRST TRUST | $14.83万 | 0.06% | 14,087 | 14,087 | — | $14.83万 | 新建仓 |
| INTC | INTEL CORP | $14.83万 | 0.06% | 3,361 | 127 | 3.9% | $5,604 | 加仓 |
| — | FIRST TRUST | $15.04万 | 0.06% | 14,473 | 14,139 | 4,233.2% | $14.70万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE | $15.39万 | 0.06% | 378 | 357 | 1,700.0% | $14.54万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORP | $15.43万 | 0.06% | 897 | -204 | -18.5% | -$3.51万 | 减仓 |
| TNA | DIREXION SHS TR ETF | $15.44万 | 0.06% | 3,498 | 1,726 | 97.4% | $7.62万 | 加仓 |
| VIOO | VANGUARD S&P ETF | $15.45万 | 0.06% | 1,345 | 935 | 228.0% | $10.74万 | 加仓 |
| MRSH | MARSH | $15.87万 | 0.07% | 915 | -1,535 | -62.7% | -$26.62万 | 减仓 |
| — | FIRST TRUST | $15.96万 | 0.07% | 13,232 | 13,232 | — | $15.96万 | 新建仓 |
| — | FIRST TRUST | $16.22万 | 0.07% | 16,915 | 16,915 | — | $16.22万 | 新建仓 |
| — | FIRST TRUST PORT LP | $16.22万 | 0.07% | 12,783 | 12,783 | — | $16.22万 | 新建仓 |
| — | FIRST TRUST PORTFOLIO LP | $16.33万 | 0.07% | 15,049 | 15,049 | — | $16.33万 | 新建仓 |
| WRB | BERKLEY W R CORPORATION | $16.37万 | 0.07% | 2,470 | -75 | -2.9% | -$4,970 | 减仓 |
| HPE | HEWLETT PACKARD | $16.42万 | 0.07% | 6,895 | 4,294 | 165.1% | $10.22万 | 加仓 |
| — | ADVISORS ASSET MGMT | $16.75万 | 0.07% | 16,855 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR ETF | $16.86万 | 0.07% | 3,675 | 257 | 7.5% | $1.18万 | 加仓 |
| — | ADVISORS ASSET MGMT | $16.91万 | 0.07% | 14,750 | 14,750 | — | $16.91万 | 新建仓 |
| — | FIRST TRUST | $16.91万 | 0.07% | 12,807 | 12,807 | — | $16.91万 | 新建仓 |
| — | FIRST TRUST | $17.00万 | 0.07% | 14,317 | 12,942 | 941.2% | $15.37万 | 加仓 |
| WMB | WILLIAMS COMPANIES | $17.00万 | 0.07% | 2,336 | -806 | -25.7% | -$5.87万 | 减仓 |
| BLV | VANGUARD LONG TERM ETF | $17.04万 | 0.07% | 2,477 | 67 | 2.8% | $4,608 | 加仓 |
| IUSG | ISHARES ETF | $17.20万 | 0.07% | 1,109 | 904 | 441.0% | $14.02万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $17.29万 | 0.07% | 619 | -176 | -22.1% | -$4.91万 | 减仓 |
| — | GUGGENHEIM | $17.38万 | 0.07% | 15,886 | 15,886 | — | $17.38万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $17.38万 | 0.07% | 1,105 | -68 | -5.8% | -$1.07万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND ETF | $17.57万 | 0.07% | 5,727 | 412 | 7.8% | $1.26万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $17.69万 | 0.07% | 892 | -185 | -17.2% | -$3.67万 | 减仓 |
| AZN | ASTRAZENECA PLC | $17.69万 | 0.07% | 897 | 897 | — | $17.69万 | 新建仓 |
| IAU | ISHARES GOLD TR ETF | $17.90万 | 0.07% | 2,030 | 1,740 | 600.0% | $15.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY ETF | $17.92万 | 0.07% | 3,315 | 2,959 | 831.2% | $15.99万 | 加仓 |
| — | GUGGENHEIM | $18.07万 | 0.07% | 10,396 | 10,396 | — | $18.07万 | 新建仓 |
| UNP | UNION PACIFIC CORP | $18.22万 | 0.08% | 751 | -1,120 | -59.9% | -$27.17万 | 减仓 |
| NLR | VANECK ETF TRUST ETF | $18.22万 | 0.08% | 1,367 | -355 | -20.6% | -$4.73万 | 减仓 |
| — | HONEYWELL INTERNATIONAL | $18.38万 | 0.08% | 813 | -507 | -38.4% | -$11.46万 | 减仓 |
| IUSV | ISHARES ETF | $18.49万 | 0.08% | 1,808 | 1,464 | 425.6% | $14.97万 | 加仓 |
| CRCL | CIRCLE INTERNET GRP INC | $18.54万 | 0.08% | 1,944 | 155 | 8.7% | $1.48万 | 加仓 |
| — | FIRST TRUST | $18.64万 | 0.08% | 17,530 | 17,530 | — | $18.64万 | 新建仓 |
| — | ALPS ETF TR ETF | $18.64万 | 0.08% | 4,569 | -1,414 | -23.6% | -$5.77万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $18.73万 | 0.08% | 2,041 | -259 | -11.3% | -$2.38万 | 减仓 |
| XLE | SELECT SECTOR SPDR ETF | $18.83万 | 0.08% | 3,074 | -12 | -0.4% | -$735 | 减仓 |
| NDAQ | NASDAQ INC | $18.97万 | 0.08% | 2,235 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $18.98万 | 0.08% | 960 | -70 | -6.8% | -$1.38万 | 减仓 |
| MKC | MC CORMICK & CO INC | $19.00万 | 0.08% | 3,768 | -373 | -9.0% | -$1.88万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $19.11万 | 0.08% | 2,657 | -750 | -22.0% | -$5.39万 | 减仓 |
| HDV | ISHARES ETF | $19.22万 | 0.08% | 1,416 | 77 | 5.8% | $1.05万 | 加仓 |
| NEU | NEWMARKET CORPORATION | $19.22万 | 0.08% | 300 | 82 | 37.6% | $5.25万 | 加仓 |
| — | FIRST TRUST PORTFOLIO LP | $19.36万 | 0.08% | 19,432 | 17,894 | 1,163.5% | $17.82万 | 加仓 |
| — | FIRST TRUST | $19.52万 | 0.08% | 18,294 | 18,294 | — | $19.52万 | 新建仓 |
| EFV | ISHARES ETF | $19.71万 | 0.08% | 2,651 | -280 | -9.6% | -$2.08万 | 减仓 |
| — | PROSHARES TR ETF | $19.78万 | 0.08% | 8,730 | 8,730 | — | $19.78万 | 新建仓 |
| CVS | CVS HEALTH | $19.86万 | 0.08% | 2,764 | -264 | -8.7% | -$1.90万 | 减仓 |
| VONG | VANGUARD RUSSELL ETF | $20.04万 | 0.08% | 1,827 | 1,827 | — | $20.04万 | 新建仓 |
| NFLX | NETFLIX INC | $20.72万 | 0.09% | 2,155 | 1,065 | 97.7% | $10.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $20.73万 | 0.09% | 6,184 | -4,467 | -41.9% | -$14.98万 | 减仓 |
| OKLO | OKLO INC CL A | $20.76万 | 0.09% | 4,187 | -966 | -18.7% | -$4.79万 | 减仓 |
| QCOM | QUALCOMM INC | $20.83万 | 0.09% | 1,617 | -1,876 | -53.7% | -$24.16万 | 减仓 |
| GRMN | GARMIN LTD | $21.09万 | 0.09% | 909 | 324 | 55.4% | $7.52万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $21.37万 | 0.09% | 2,274 | -389 | -14.6% | -$3.66万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $21.53万 | 0.09% | 1,196 | 730 | 156.7% | $13.14万 | 加仓 |
| ABBNY | ABB LTD -SPONS ADR | $21.55万 | 0.09% | 2,678 | -110 | -3.9% | -$8,852 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $21.74万 | 0.09% | 18,358 | 11,103 | 153.0% | $13.15万 | 加仓 |
| FNX | FIRST TRUST MID CAP ETF | $21.84万 | 0.09% | 1,703 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM | $21.94万 | 0.09% | 22,004 | 22,004 | — | $21.94万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $21.97万 | 0.09% | 3,379 | -476 | -12.3% | -$3.09万 | 减仓 |
| JEPI | JPMORGAN EQUITY TR ETF | $22.04万 | 0.09% | 3,887 | -1,097 | -22.0% | -$6.22万 | 减仓 |
| DASH | DOORDASH INC | $22.06万 | 0.09% | 1,469 | 231 | 18.7% | $3.47万 | 加仓 |
| ROP | ROPER TECHNOLOGIES | $22.29万 | 0.09% | 630 | 17 | 2.8% | $6,015 | 加仓 |
| CGMU | CAPITAL GRP ETF | $22.76万 | 0.09% | 8,384 | 4,018 | 92.0% | $10.91万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $23.24万 | 0.10% | 5,003 | 15 | 0.3% | $697 | 加仓 |
| FDX | FEDEX CORPORATION | $23.42万 | 0.10% | 655 | -37 | -5.3% | -$1.32万 | 减仓 |
| — | FIRST TRUST PORT LP | $23.72万 | 0.10% | 21,242 | 8,415 | 65.6% | $9.40万 | 加仓 |
| HYG | ISHARES IBOXX $ ETF | $23.79万 | 0.10% | 2,990 | 265 | 9.7% | $2.11万 | 加仓 |
| — | FIRST TRUST | $23.86万 | 0.10% | 20,246 | 20,246 | — | $23.86万 | 新建仓 |
| — | FIRST TRUST | $23.91万 | 0.10% | 21,173 | 20,955 | 9,612.4% | $23.66万 | 加仓 |
| — | FIRST TRUST | $23.94万 | 0.10% | 22,677 | 17,493 | 337.4% | $18.47万 | 加仓 |
| PPG | P P G INDUSTRIES INC | $24.07万 | 0.10% | 2,252 | -310 | -12.1% | -$3.31万 | 减仓 |
| ZTS | ZOETIS INC | $24.21万 | 0.10% | 2,048 | 281 | 15.9% | $3.32万 | 加仓 |