13F 机构持仓

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

INDIANAPOLIS IN · SEC CIK 0000319933

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.75亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.1%
MSFT 2.9%
NVDA 2.6%
LLY 2.2%
ORCL 2.0%
RDVY 1.7%
BRK/B 1.3%
IVV 1.3%
AMZN 1.3%
AVGO 1.3%

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
— CLEARWAY ENERGY INC $00.00%0 -100-100.0% -$3,917 清仓
— FIRST TRUST $00.00%0 -324-100.0% -$3,741 清仓
— VIRTUS TOTAL RETURN FD $00.00%0 -518-100.0% -$3,429 清仓
AVEM AMERICAN CENTY TR ETF $00.00%0 -40-100.0% -$3,223 清仓
— FIRST TRUST PORTFOLIO LP $00.00%0 -297-100.0% -$3,196 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -20-100.0% -$3,062 清仓
SKM SK TELECOM CO LTD ADR $00.00%0 -100-100.0% -$2,929 清仓
— TIDAL TR II ETF $00.00%0 -100-100.0% -$2,079 清仓
— FIRST TRUST PORTFOLIO LP $00.00%0 -193-100.0% -$2,074 清仓
NYT NEW YORK TIMES CL A COM $00.00%0 -16-100.0% -$1,339 清仓
— FIRST TRUST $00.00%0 -128-100.0% -$1,276 清仓
— WESTERN ASSET GLOBAL ETF $00.00%0 -84-100.0% -$903 清仓
— INVESCO $00.00%0 -3-100.0% -$834 清仓
JPC NUVEEN PREFERRED &INCOME $00.00%0 -99-100.0% -$746 清仓
SOBO SOUTH BOW CORP $00.00%0 -19-100.0% -$633 清仓
— NUVEEN MULTI-ASSET $00.00%0 -51-100.0% -$632 清仓
EMBC EMBECTA CORP $00.00%0 -32-100.0% -$274 清仓
GGN GAMCO GLBL GOLD NATURAL $00.00%0 -40-100.0% -$212 清仓
— BRIAPRO THERAPEUTICS $00.00%123 00.0% — 不变
— TEXAS OSAGE RTY POOL INC $00.00%12 00.0% — 不变
— ABIOMED INC XXX $00.00%100 00.0% — 不变
— AKOUOS INC XXX $00.00%2,000 00.0% — 不变
— FIRST REPUBLIC BANK $00.00%6 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES $130.00%3 00.0% — 不变
— COHEN & STEERS RTS $240.00%1,651 1,651— $24 新建仓
KRP KIMBELL ROYALTY PARTNERS $290.00%2 00.0% — 不变
— FHLMC 3349 MY $510.00%1,000 1,000— $51 新建仓
DEO DIAGEO PLC $800.00%1 00.0% — 不变
— SANDOZ GROUP AG $900.00%1 00.0% — 不变
ALC ALCON INC $1340.00%2 00.0% — 不变
IYH ISHARES ETF $1340.00%2 00.0% — 不变
RITM RITHM CAPITAL CORP $1400.00%15 15— $140 新建仓
WING WINGSTOP INC $1730.00%1 00.0% — 不变
NVAX NOVAVAX INC $1880.00%20 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST $2070.00%45 00.0% — 不变
— ORION PROPERTIES INC $2090.00%76 57.0% $14 加仓
— TIDAL TR II ETF $2440.00%20 00.0% — 不变
KTB KONTOOR BRANDS INC $2500.00%3 00.0% — 不变
VSNT VERSANT MEDIA GROUP $2520.00%7 00.0% — 不变
PEGA PEGASYSTEMS INC $2980.00%10 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $3150.00%5 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE $3150.00%15 00.0% — 不变
MSA MSA SAFETY INC $3490.00%2 00.0% — 不变
HHH HOWARD HUGHES HLDGS INC $3560.00%5 00.0% — 不变
OMC OMNICOM GROUP INC $3630.00%5 00.0% — 不变
TXG 10X GENOMICS INC $3830.00%10 00.0% — 不变
ROL ROLLINS INC $4160.00%10 00.0% — 不变
EFAV ISHARES ETF $4380.00%5 00.0% — 不变
FBIN FORTUNE BRANDS $4390.00%8 00.0% — 不变
— ISHARES MSCI ETF $4410.00%10 00.0% — 不变
VTR VENTAS INC $4430.00%5 00.0% — 不变
PRCT PROCEPT BIOROBOTICS CORP $4510.00%20 00.0% — 不变
PJT PJT PARTNERS INC $4520.00%3 00.0% — 不变
TXT TEXTRON INC $4580.00%5 00.0% — 不变
BC BRUNSWICK CORP $5050.00%6 00.0% — 不变
UHAL/B U-HAUL HOLDING CO SER N $5190.00%9 00.0% — 不变
CHKP CHECK POINT SOFTWARE $5250.00%4 00.0% — 不变
HII HUNTINGTON INGALLS $5590.00%2 00.0% — 不变
ERO ERO COPPER CORP $5610.00%21 -44-67.7% -$1,175 重新持有
PTC PTC INC $5670.00%5 00.0% — 不变
BOH BANK OF HAWAII CORP $5700.00%7 00.0% — 不变
DOCS DOXIMITY INC CL A $5800.00%28 00.0% — 不变
AMCR AMCOR PLC $6060.00%14 00.0% — 不变
FPI FARMLAND PARTNERS INC $6290.00%65 -49-43.0% -$474 减仓
BB BLACKBERRY LTD $6320.00%50 00.0% — 不变
IT GARTNER INC NEW $6470.00%5 00.0% — 不变
— WESDOME GOLD MINES LTD $6530.00%38 00.0% — 不变
— SHIN-ETSU CHEMICAL ADR $6710.00%31 00.0% — 不变
HR HEALTHCARE REALTY TRUST $6850.00%34 00.0% — 不变
MAA MID-AMER APT COMMUNITIES $6930.00%5 00.0% — 不变
BF/B BROWN-FORMAN CORP CL B $7060.00%26 00.0% — 不变
CSGP COSTAR GROUP INC $7070.00%25 00.0% — 不变
CHTR CHARTER COMMUNICATIONS $7100.00%5 00.0% — 不变
MOS MOSAIC COMPANY $7410.00%35 00.0% — 不变
— VALOR GOLD CORP NEW $7560.00%291 291— $756 新建仓
PODD INSULET CORP $7600.00%5 00.0% — 不变
WSO WATSCO INC $8330.00%2 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC $8350.00%6 00.0% — 不变
— LXP INDL TR $8620.00%16 00.0% — 不变
TLT ISHARES 20 YEAR ETF $8640.00%10 00.0% — 不变
ELS EQUITY LIFESTYLE PROP $9020.00%14 00.0% — 不变
FTV FORTIVE CORP $9150.00%15 00.0% — 不变
KD KYNDRYL HLDGS INC $9990.00%89 -1,354-93.8% -$1.52万 减仓
HYLB XTRACKERS USD HIGH ETF $1,0220.00%28 00.0% — 不变
— ELECTRONIC ARTS INC $1,0250.00%5 00.0% — 不变
MTBA SIMPLIFY MBS ETF $1,0300.00%21 00.0% — 不变
PDBC INVESCO OPTIMUM YLD ETF $1,0470.00%66 00.0% — 不变
GDXJ VANECK JUNIOR GOLD ETF $1,0800.00%11 00.0% — 不变
TRC TEJON RANCH CO $1,0840.00%58 1534.9% $280 加仓
GPN GLOBAL PAYMENTS INC $1,0870.00%15 00.0% — 不变
CRDO CREDO TECHNOLOGY GRP $1,0870.00%4 4— $1,087 新建仓
— INVESCO TR II ETF $1,0990.00%21 00.0% — 不变
CPRT COPART INC $1,1260.00%40 00.0% — 不变
AEE AMEREN CORP $1,1300.00%10 00.0% — 不变
MOH MOLINA HEALTHCARE INC $1,1430.00%5 00.0% — 不变
BORR BORR DRILLING LTD $1,1520.00%279 4318.2% $178 加仓
— CVRX INC $1,1560.00%225 00.0% — 不变
KVUE KENVUE INC $1,1700.00%61 61— $1,170 新建仓
EL LAUDER ESTEE COS INC $1,1830.00%15 00.0% — 不变
MUR MURPHY OIL CORP $1,2040.00%37 00.0% — 不变