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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESH CORP | $125.75万 | 0.46% | 2,902 | 973 | 50.4% | $42.16万 | 加仓 |
| GD | GENL DYNAMICS CORP | $126.40万 | 0.46% | 3,568 | 212 | 6.3% | $7.51万 | 加仓 |
| GLW | CORNING INC | $128.45万 | 0.47% | 5,029 | -230 | -4.4% | -$5.87万 | 减仓 |
| — | EXXON MOBIL CORP CHG | $129.91万 | 0.47% | 9,501 | 1,560 | 19.6% | $21.33万 | 加仓 |
| LIN | LINDE PLC NEW | $130.66万 | 0.48% | 2,518 | 426 | 20.4% | $22.11万 | 加仓 |
| MCD | MCDONALDS CORP | $132.02万 | 0.48% | 4,883 | 204 | 4.4% | $5.52万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $132.21万 | 0.48% | 8,421 | 1,856 | 28.3% | $29.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS | $132.28万 | 0.48% | 4,700 | 2,091 | 80.1% | $58.85万 | 加仓 |
| SIL | GLOBAL X FDS ETF | $135.23万 | 0.49% | 17,458 | 767 | 4.6% | $5.94万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $137.11万 | 0.50% | 6,291 | 1 | 0.0% | $218 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $138.35万 | 0.50% | 2,896 | 165 | 6.0% | $7.88万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $138.46万 | 0.50% | 11,858 | 725 | 6.5% | $8.47万 | 加仓 |
| AMD | ADVANCED MICRO | $141.10万 | 0.51% | 2,429 | 54 | 2.3% | $3.14万 | 加仓 |
| RECS | COLUMBIA ETF TR I ETF | $144.15万 | 0.52% | 33,307 | 1,400 | 4.4% | $6.06万 | 加仓 |
| CAT | CATERPILLAR INC | $144.83万 | 0.53% | 1,360 | -78 | -5.4% | -$8.31万 | 减仓 |
| OUSM | ALPS ETF TR ETF | $150.44万 | 0.55% | 31,658 | -8,123 | -20.4% | -$38.60万 | 减仓 |
| HD | HOME DEPOT INC | $151.21万 | 0.55% | 4,285 | 886 | 26.1% | $31.27万 | 加仓 |
| SLV | I SHARES SILVER TR ETF | $157.67万 | 0.57% | 29,489 | 2,138 | 7.8% | $11.43万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC | $158.70万 | 0.58% | 5,324 | 527 | 11.0% | $15.71万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE ETF | $160.84万 | 0.59% | 20,255 | 6,463 | 46.9% | $51.32万 | 加仓 |
| ADI | ANALOG DEVICES INC | $162.71万 | 0.59% | 4,097 | 609 | 17.5% | $24.19万 | 加仓 |
| LVHI | FRANKLIN INTL LOW ETF | $167.74万 | 0.61% | 41,331 | 6,942 | 20.2% | $28.17万 | 加仓 |
| ROUS | LATTICE STRATEGIES ETF | $168.28万 | 0.61% | 24,967 | 4,364 | 21.2% | $29.41万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $169.53万 | 0.62% | 1,812 | 156 | 9.4% | $14.60万 | 加仓 |
| JGRO | JPMORGAN TR ACTIVE ETF | $174.83万 | 0.64% | 17,733 | 2,753 | 18.4% | $27.14万 | 加仓 |
| ABBV | ABBVIE INC | $179.91万 | 0.65% | 7,148 | 3,090 | 76.1% | $77.77万 | 加仓 |
| IEFA | ISHARES CORE MSCI ETF | $196.50万 | 0.71% | 20,346 | 758 | 3.9% | $7.32万 | 加仓 |
| CGDV | CAPITAL GRP DIVIDEND ETF | $205.70万 | 0.75% | 41,739 | 6,241 | 17.6% | $30.76万 | 加仓 |
| CGGR | CAPITAL GRP GROWTH ETF | $207.96万 | 0.76% | 44,059 | 5,059 | 13.0% | $23.88万 | 加仓 |
| CMI | CUMMINS INC | $210.40万 | 0.77% | 2,950 | 270 | 10.1% | $19.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $210.85万 | 0.77% | 8,301 | 2,266 | 37.5% | $57.56万 | 加仓 |
| WMT | WALMART INC | $217.66万 | 0.79% | 19,217 | 978 | 5.4% | $11.08万 | 加仓 |
| QQQ | INVESCO QQQ TR ETF | $230.78万 | 0.84% | 3,132 | 178 | 6.0% | $13.12万 | 加仓 |
| OUSA | ALPS ETF TR ETF | $238.76万 | 0.87% | 40,932 | -43,017 | -51.2% | -$250.92万 | 减仓 |
| TSLA | TESLA INC | $243.75万 | 0.89% | 5,795 | 267 | 4.8% | $11.23万 | 加仓 |
| GOOGL | ALPHABET INC VOTING | $246.24万 | 0.90% | 6,890 | 1,735 | 33.7% | $62.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $258.21万 | 0.94% | 2,237 | 120 | 5.7% | $13.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $263.77万 | 0.96% | 8,058 | 1,872 | 30.3% | $61.28万 | 加仓 |
| CGXU | CAPITAL GRP INTL ETF | $264.73万 | 0.96% | 76,468 | 5,887 | 8.3% | $20.38万 | 加仓 |
| GOOG | ALPHABET INC NON VOTING | $273.21万 | 0.99% | 7,732 | 598 | 8.4% | $21.13万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $279.07万 | 1.01% | 23,758 | 2,507 | 11.8% | $29.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS ETF | $281.81万 | 1.02% | 4,103 | 289 | 7.6% | $19.85万 | 加仓 |
| SPY | STATE STREET SPDR ETF | $292.63万 | 1.06% | 3,917 | 947 | 31.9% | $70.75万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $341.16万 | 1.24% | 39,605 | 551 | 1.4% | $4.75万 | 加仓 |
| AVGO | BROADCOM INC | $345.87万 | 1.26% | 9,156 | 828 | 9.9% | $31.28万 | 加仓 |
| AMZN | AMAZON COM INC | $346.75万 | 1.26% | 14,549 | 1,967 | 15.6% | $46.88万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $351.34万 | 1.28% | 4,691 | 163 | 3.6% | $12.21万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $356.17万 | 1.30% | 7,118 | 798 | 12.6% | $39.93万 | 加仓 |
| RDVY | FIRST TRUST RISING ETF | $460.01万 | 1.67% | 56,748 | 3,493 | 6.6% | $28.31万 | 加仓 |
| ORCL | ORACLE CORPORATION | $562.14万 | 2.04% | 38,358 | 34,231 | 829.4% | $501.66万 | 加仓 |
| LLY | ELI LILLY & CO | $595.67万 | 2.17% | 4,965 | 1,512 | 43.8% | $181.40万 | 加仓 |
| NVDA | NVIDIA CORP | $707.25万 | 2.57% | 35,346 | 937 | 2.7% | $18.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $797.93万 | 2.90% | 21,388 | 4,902 | 29.7% | $182.88万 | 加仓 |
| AAPL | APPLE INC | $845.55万 | 3.08% | 29,219 | 898 | 3.2% | $25.99万 | 加仓 |