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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC NEW | $1,208 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $1,212 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1,215 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1,225 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1,241 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $1,256 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $1,257 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $1,258 | 0.00% | 115 | 8 | 7.5% | $88 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE | $1,268 | 0.00% | 24 | 24 | — | $1,268 | 新建仓 |
| CTVA | CORTEVA INC | $1,269 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA INC | $1,278 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | FUNDRISE INNOVATION FD | $1,296 | 0.00% | 15 | 15 | — | $1,296 | 新建仓 |
| GSEP | FIRST TR VIII ETF | $1,351 | 0.00% | 33 | 0 | 0.0% | — | 重新持有 |
| LEN | LENNAR CORPORATION | $1,356 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCE CORP | $1,356 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HOLDINGS | $1,358 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORPORATION | $1,380 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XP | XP INC CL A | $1,398 | 0.00% | 86 | 86 | — | $1,398 | 新建仓 |
| VNOM | VIPER ENERGY INC | $1,399 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT ETF | $1,406 | 0.00% | 9 | 9 | — | $1,406 | 新建仓 |
| TECH | BIO-TECHNE CORP | $1,412 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI ETF | $1,413 | 0.00% | 53 | -35 | -39.8% | -$933 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,435 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1,488 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | ALLSTATE CORP PFD | $1,509 | 0.00% | 58 | 0 | 0.0% | — | 重新持有 |
| PCG | PG&E CORPORATION | $1,512 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1,524 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS-MIDLND CO | $1,528 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP ETF | $1,531 | 0.00% | 5 | 5 | — | $1,531 | 新建仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1,539 | 0.00% | 65 | 65 | — | $1,539 | 新建仓 |
| AA | ALCOA CORP | $1,564 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| FNB | FNB CORP PA | $1,564 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1,586 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTO GROUP INC | $1,610 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1,616 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MIDCAP ETF | $1,625 | 0.00% | 11 | 11 | — | $1,625 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $1,626 | 0.00% | 12 | -28 | -70.0% | -$3,794 | 减仓 |
| EMLC | VANECK JP MORGAN EM ETF | $1,635 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1,638 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1,650 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1,665 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP OF AMER | $1,667 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $1,678 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,696 | 0.00% | 46 | 46 | — | $1,696 | 新建仓 |
| INCY | INCYTE CORP | $1,699 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS-B | $1,700 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GRP | $1,740 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | VALTERRA PLATINUM ADR | $1,791 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $1,794 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL | $1,795 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1,800 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $1,810 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP ETF | $1,839 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | AIRO GRP HOLDINGS INC | $1,847 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINCL CORP | $1,850 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $1,868 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE | $1,882 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTUR | $1,886 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| RSPD | INVESCO TR ETF | $1,904 | 0.00% | 34 | -36 | -51.4% | -$2,016 | 减仓 |
| — | WEBSTER FINANCIAL CORP | $1,910 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1,988 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC | $2,058 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AGQ | PROSHARES TRUST II ETF | $2,108 | 0.00% | 31 | -733 | -95.9% | -$4.98万 | 减仓 |
| INSM | INSMED INC | $2,132 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | STRAUMANN HOLDING AG ADR | $2,143 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $2,155 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2,160 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $2,213 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES A GE CO | $2,220 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $2,237 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2,253 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NXDR | NEXTDOOR HLDGS INC | $2,270 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $2,284 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN ETF | $2,314 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR ETF | $2,336 | 0.00% | 46 | 18 | 64.3% | $914 | 加仓 |
| TDOC | TELADOC HEALTH INC | $2,357 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $2,376 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | FANNIE MAE | $2,421 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| WDFC | WD-40 COMPANY COMMON | $2,436 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ACTIVE ETF | $2,467 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $2,487 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $2,495 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN INC | $2,526 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE.INC | $2,562 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT FDS TR ETF | $2,576 | 0.00% | 49 | 37 | 308.3% | $1,945 | 加仓 |
| DDOG | DATADOG INC CL A | $2,602 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $2,664 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO TR II ETF | $2,684 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $2,697 | 0.00% | 125 | 125 | — | $2,697 | 新建仓 |
| CWH | CAMPING WORLD HOLDINGS | $2,714 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| SKE | SKEENA RESOURCES LTD NEW | $2,719 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SJNK | STATE STREET SPDR ETF | $2,753 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC CL A | $2,758 | 0.00% | 1,613 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $2,800 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2,862 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $2,868 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD INDUSTRIALS ETF | $2,883 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2,895 | 0.00% | 219 | -20,954 | -99.0% | -$27.70万 | 减仓 |
| BNDX | VANGUARD TOTAL INTL ETF | $2,905 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| NULG | NUVEEN ESG LARGE CAP ETF | $2,926 | 0.00% | 25 | 0 | 0.0% | — | 不变 |