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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $45.38万 | 0.17% | 7,846 | 1,041 | 15.3% | $6.02万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $45.46万 | 0.17% | 1,344 | 1,213 | 926.0% | $41.03万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $46.09万 | 0.17% | 3,218 | 343 | 11.9% | $4.91万 | 加仓 |
| BUFD | FIRST TR VIII VEST ETF | $46.34万 | 0.17% | 15,594 | 15,594 | — | $46.34万 | 新建仓 |
| FXO | FIRST TRUST ETF | $46.84万 | 0.17% | 7,500 | 6,189 | 472.1% | $38.66万 | 加仓 |
| VSS | VANGUARD INTL EQUITY ETF | $46.89万 | 0.17% | 3,039 | 60 | 2.0% | $9,257 | 加仓 |
| MRK | MERCK & CO INC NEW | $47.00万 | 0.17% | 3,656 | 1,194 | 48.5% | $15.35万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO | $47.01万 | 0.17% | 5,128 | 577 | 12.7% | $5.29万 | 加仓 |
| — | DIMENSIONAL TR US ETF | $48.30万 | 0.18% | 10,889 | 376 | 3.6% | $1.67万 | 加仓 |
| FXR | FIRST TRUST ETF | $48.43万 | 0.18% | 5,315 | 627 | 13.4% | $5.71万 | 加仓 |
| GVA | GRANITE CONSTRUCTION CO | $48.62万 | 0.18% | 3,076 | 3,076 | — | $48.62万 | 新建仓 |
| EME | EMCOR GROUP INC | $49.29万 | 0.18% | 594 | 128 | 27.5% | $10.62万 | 加仓 |
| XYL | XYLEM INC | $49.67万 | 0.18% | 4,202 | 239 | 6.0% | $2.82万 | 加仓 |
| CTAS | CINTAS CORP | $51.03万 | 0.19% | 3,000 | 230 | 8.3% | $3.91万 | 加仓 |
| BND | VANGUARD TOTAL BOND ETF | $51.13万 | 0.19% | 6,965 | 351 | 5.3% | $2.58万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $51.25万 | 0.19% | 9,146 | 916 | 11.1% | $5.13万 | 加仓 |
| DFIC | DIMENSIONAL TR ETF | $51.34万 | 0.19% | 13,779 | 525 | 4.0% | $1.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $52.50万 | 0.19% | 1,539 | 1,077 | 233.1% | $36.74万 | 加仓 |
| TJX | TJX COS INC NEW | $53.92万 | 0.20% | 3,559 | 478 | 15.5% | $7.24万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $54.37万 | 0.20% | 752 | 4 | 0.5% | $2,892 | 加仓 |
| V | VISA INC CLASS A | $54.68万 | 0.20% | 1,593 | -1,008 | -38.8% | -$34.60万 | 减仓 |
| — | AAM | $54.85万 | 0.20% | 42,307 | -82,460 | -66.1% | -$106.91万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $55.78万 | 0.20% | 6,147 | -199 | -3.1% | -$1.81万 | 减仓 |
| PLD | PROLOGIS INC | $56.57万 | 0.21% | 4,176 | -509 | -10.9% | -$6.90万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF | $56.74万 | 0.21% | 19,664 | 659 | 3.5% | $1.90万 | 加仓 |
| ATI | ATI INC | $56.88万 | 0.21% | 2,886 | 2,886 | — | $56.88万 | 新建仓 |
| PSX | PHILLIPS 66 | $56.97万 | 0.21% | 3,369 | -4,255 | -55.8% | -$71.95万 | 减仓 |
| — | JANUS DETROIT STR TR ETF | $57.05万 | 0.21% | 17,442 | -367 | -2.1% | -$1.20万 | 减仓 |
| GE | GE AEROSPACE NEW | $57.56万 | 0.21% | 1,540 | 173 | 12.7% | $6.47万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $57.69万 | 0.21% | 756 | 2 | 0.3% | $1,526 | 加仓 |
| ATO | ATMOS ENERGY CORP | $58.95万 | 0.21% | 3,422 | 276 | 8.8% | $4.75万 | 加仓 |
| — | HARTFORD MULTIFACTOR ETF | $59.15万 | 0.22% | 10,574 | 159 | 1.5% | $8,895 | 加仓 |
| CMS | CMS ENERGY CORP | $59.43万 | 0.22% | 7,769 | 827 | 11.9% | $6.33万 | 加仓 |
| MTUM | ISHARES ETF | $59.86万 | 0.22% | 1,746 | 1,736 | 17,360.0% | $59.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $60.09万 | 0.22% | 5,151 | 1,879 | 57.4% | $21.92万 | 加仓 |
| KLAC | KLA CORP | $61.46万 | 0.22% | 2,037 | 1,617 | 385.0% | $48.79万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.71万 | 0.23% | 1,540 | 77 | 5.3% | $3.14万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $62.89万 | 0.23% | 1,826 | 116 | 6.8% | $3.99万 | 加仓 |
| URI | UNITED RENTALS INC | $63.11万 | 0.23% | 557 | 4 | 0.7% | $4,532 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $63.20万 | 0.23% | 1,522 | 167 | 12.3% | $6.93万 | 加仓 |
| CLS | CELESTICA INC | $63.84万 | 0.23% | 1,750 | 226 | 14.8% | $8.24万 | 加仓 |
| ECL | ECOLAB INC | $64.53万 | 0.23% | 2,316 | 196 | 9.2% | $5.46万 | 加仓 |
| CW | CURTISS-WRIGHT CORP | $65.84万 | 0.24% | 869 | 144 | 19.9% | $10.91万 | 加仓 |
| FDVV | FIDELITY HIGH ETF | $66.05万 | 0.24% | 10,956 | 292 | 2.7% | $1.76万 | 加仓 |
| GPIX | GOLDMAN SACHS TR ETF | $67.37万 | 0.25% | 12,124 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM ETF | $67.69万 | 0.25% | 11,630 | 1,123 | 10.7% | $6.54万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $69.48万 | 0.25% | 687 | 602 | 708.2% | $60.88万 | 加仓 |
| AIT | APPLIED INDL TECH INC | $70.64万 | 0.26% | 2,089 | 362 | 21.0% | $12.24万 | 加仓 |
| GLD | SPDR GOLD TRUST ETF | $70.91万 | 0.26% | 1,925 | -631 | -24.7% | -$23.24万 | 减仓 |
| ADP | AUTOMATIC DATA | $71.07万 | 0.26% | 3,173 | 325 | 11.4% | $7.28万 | 加仓 |
| MDT | MEDTRONIC PLC | $71.70万 | 0.26% | 9,166 | 899 | 10.9% | $7.03万 | 加仓 |
| HBNC | HORIZON BANCORP INC | $71.76万 | 0.26% | 35,913 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $73.65万 | 0.27% | 5,275 | 1,914 | 56.9% | $26.72万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $75.73万 | 0.28% | 1,542 | 93 | 6.4% | $4.57万 | 加仓 |
| AFL | AFLAC INC | $75.92万 | 0.28% | 6,475 | 549 | 9.3% | $6.44万 | 加仓 |
| PYLD | PIMCO TR MULTISECTOR ETF | $76.28万 | 0.28% | 28,761 | 9,879 | 52.3% | $26.20万 | 加仓 |
| TXUE | THORNBURG TR ETF | $76.93万 | 0.28% | 22,286 | 4,858 | 27.9% | $16.77万 | 加仓 |
| PEP | PEPSICO INCORPORATED | $77.28万 | 0.28% | 5,708 | 461 | 8.8% | $6.24万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $77.85万 | 0.28% | 2,224 | 377 | 20.4% | $13.20万 | 加仓 |
| KO | COCA-COLA COMPANY | $77.96万 | 0.28% | 9,592 | 186 | 2.0% | $1.51万 | 加仓 |
| LOW | LOWES COMPANIES INC | $78.39万 | 0.29% | 3,555 | 216 | 6.5% | $4.76万 | 加仓 |
| SDVY | FIRST TR ETF VI ETF | $79.94万 | 0.29% | 18,529 | 505 | 2.8% | $2.18万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES | $80.50万 | 0.29% | 2,770 | 267 | 10.7% | $7.76万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $80.69万 | 0.29% | 3,291 | 468 | 16.6% | $11.48万 | 加仓 |
| SPHQ | INVESCO TR ETF | $83.63万 | 0.30% | 9,282 | 2,451 | 35.9% | $22.08万 | 加仓 |
| DIA | STATE STREET SPDR ETF | $86.41万 | 0.31% | 1,654 | 116 | 7.5% | $6.06万 | 加仓 |
| WM | WASTE MGMT INC DEL | $86.65万 | 0.32% | 3,888 | 322 | 9.0% | $7.18万 | 加仓 |
| META | META PLATFORMS INC | $86.86万 | 0.32% | 1,542 | 181 | 13.3% | $10.20万 | 加仓 |
| MA | MASTERCARD INC CL A | $89.49万 | 0.33% | 1,740 | 131 | 8.1% | $6.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $91.05万 | 0.33% | 5,492 | -856 | -13.5% | -$14.19万 | 减仓 |
| ASML | ASML HOLDING NV | $92.11万 | 0.34% | 463 | 33 | 7.7% | $6.56万 | 加仓 |
| ITW | ILLINOIS TOOL WORKS INC | $93.36万 | 0.34% | 3,452 | 295 | 9.3% | $7.98万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR ETF | $93.62万 | 0.34% | 8,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $95.51万 | 0.35% | 2,241 | 520 | 30.2% | $22.16万 | 加仓 |
| ISCF | ISHARES TR ETF | $97.35万 | 0.35% | 22,488 | 367 | 1.7% | $1.59万 | 加仓 |
| SYK | STRYKER CORP | $97.70万 | 0.36% | 3,103 | 74 | 2.4% | $2.33万 | 加仓 |
| VB | VANGUARD SMALL CAP ETF | $98.59万 | 0.36% | 3,252 | 140 | 4.5% | $4.24万 | 加仓 |
| MTSI | MACOM TECHNOLOGY | $98.59万 | 0.36% | 2,592 | 435 | 20.2% | $16.55万 | 加仓 |
| VIG | VANGUARD DIVIDEND ETF | $99.20万 | 0.36% | 4,191 | 177 | 4.4% | $4.19万 | 加仓 |
| IEMG | ISHARES INC ETF | $99.35万 | 0.36% | 11,993 | 111 | 0.9% | $9,195 | 加仓 |
| RSP | INVESCO TR ETF | $99.71万 | 0.36% | 4,684 | 237 | 5.3% | $5.04万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF | $102.23万 | 0.37% | 17,661 | 95 | 0.5% | $5,499 | 加仓 |
| PG | PROCTER & GAMBLE CO | $102.80万 | 0.37% | 7,009 | 192 | 2.8% | $2.82万 | 加仓 |
| AOM | ISHARES TR CORE ETF | $102.89万 | 0.37% | 20,623 | 3,576 | 21.0% | $17.84万 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF | $103.02万 | 0.37% | 19,997 | -225 | -1.1% | -$1.16万 | 减仓 |
| VO | VANGUARD MID CAP ETF | $103.12万 | 0.38% | 12,799 | 911 | 7.7% | $7.34万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR ETF | $103.23万 | 0.38% | 26,016 | -130 | -0.5% | -$5,158 | 减仓 |
| CB | CHUBB LTD | $105.78万 | 0.38% | 3,104 | 151 | 5.1% | $5.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $108.76万 | 0.40% | 1,112 | 102 | 10.1% | $9.98万 | 加仓 |
| AMGN | AMGEN INC | $109.08万 | 0.40% | 3,012 | 396 | 15.1% | $14.34万 | 加仓 |
| BLK | BLACKROCK INC COM NEW | $110.00万 | 0.40% | 1,144 | 145 | 14.5% | $13.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR ETF | $112.30万 | 0.41% | 5,894 | 268 | 4.8% | $5.11万 | 加仓 |
| EFG | ISHARES ETF | $113.10万 | 0.41% | 9,090 | -6 | -0.1% | -$747 | 减仓 |
| GWW | GRAINGER W W INC | $113.45万 | 0.41% | 834 | 70 | 9.2% | $9.52万 | 加仓 |
| JSMD | JANUS DETROIT STR TR ETF | $114.59万 | 0.42% | 11,319 | -38 | -0.3% | -$3,847 | 减仓 |
| PWR | QUANTA SVCS INC | $119.16万 | 0.43% | 1,655 | 205 | 14.1% | $14.76万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $119.21万 | 0.43% | 2,340 | 396 | 20.4% | $20.17万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $120.92万 | 0.44% | 13,778 | 2,101 | 18.0% | $18.44万 | 加仓 |
| IJH | ISHARES CORE S&P MID ETF | $121.05万 | 0.44% | 15,698 | 391 | 2.6% | $3.01万 | 加仓 |
| APH | AMPHENOL CORP NEW | $121.36万 | 0.44% | 6,883 | 913 | 15.3% | $16.10万 | 加仓 |