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 |
|---|---|---|---|---|---|---|---|---|
| VICI | VICI PPTYS INC | $1.50万 | 0.01% | 567 | -5 | -0.9% | -$133 | 减仓 |
| IOT | SAMSARA INC | $1.51万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR ETF | $1.52万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $1.52万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE INC | $1.53万 | 0.01% | 48 | 5 | 11.6% | $1,591 | 加仓 |
| — | FIRST TRUST PORT LP | $1.54万 | 0.01% | 1,486 | -1,952 | -56.8% | -$2.02万 | 减仓 |
| — | FIRST TRUST | $1.55万 | 0.01% | 1,352 | -5,331 | -79.8% | -$6.10万 | 减仓 |
| — | FIRST TRUST | $1.56万 | 0.01% | 1,486 | 1,486 | — | $1.56万 | 新建仓 |
| WDAY | WORKDAY INC | $1.57万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| — | ADVISORS ASSET MGMT | $1.57万 | 0.01% | 1,156 | -11,441 | -90.8% | -$15.54万 | 减仓 |
| KIE | STATE STREET SPDR ETF | $1.57万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHS INC | $1.58万 | 0.01% | 45 | 20 | 80.0% | $7,001 | 加仓 |
| FTCS | FIRST TRUST CAPITAL ETF | $1.58万 | 0.01% | 167 | 0 | 0.0% | — | 重新持有 |
| ET | ENERGY TRANSFER LP | $1.58万 | 0.01% | 828 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI ETF | $1.58万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIO LP | $1.60万 | 0.01% | 1,486 | -1,982 | -57.2% | -$2.13万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $1.60万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.60万 | 0.01% | 1,584 | 1,584 | — | $1.60万 | 新建仓 |
| IREN | IREN LTD | $1.60万 | 0.01% | 350 | 120 | 52.2% | $5,487 | 加仓 |
| TSCO | TRACTOR SUPPLY COMPANY | $1.60万 | 0.01% | 507 | -88 | -14.8% | -$2,784 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1.61万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.61万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE | $1.61万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PROPERTY TRUST | $1.61万 | 0.01% | 141 | 27 | 23.7% | $3,091 | 加仓 |
| SMTC | SEMTECH CORP | $1.62万 | 0.01% | 100 | 100 | — | $1.62万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATEETF | $1.62万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| — | HITACHI LTD ADR | $1.63万 | 0.01% | 588 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORPORATION | $1.63万 | 0.01% | 350 | -281 | -44.5% | -$1.31万 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $1.64万 | 0.01% | 1,538 | -17,894 | -92.1% | -$19.03万 | 减仓 |
| IGM | ISHARES ETF | $1.65万 | 0.01% | 101 | 44 | 77.2% | $7,197 | 加仓 |
| — | FIRST TRUST | $1.67万 | 0.01% | 1,597 | -7,879 | -83.1% | -$8.26万 | 减仓 |
| — | FIRST TRUST | $1.69万 | 0.01% | 1,605 | 1,605 | — | $1.69万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY | $1.69万 | 0.01% | 436 | 56 | 14.7% | $2,169 | 加仓 |
| JBTM | JBT MAREL CORP | $1.70万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORP CHG | $1.70万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON | $1.71万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS ETF | $1.71万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP US ETF | $1.74万 | 0.01% | 635 | 635 | — | $1.74万 | 新建仓 |
| EWY | ISHARES MSCI SOUTH ETF | $1.74万 | 0.01% | 86 | -75 | -46.6% | -$1.51万 | 减仓 |
| — | FIRST TRUST | $1.75万 | 0.01% | 1,355 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $1.76万 | 0.01% | 583 | -90 | -13.4% | -$2,718 | 减仓 |
| BBAX | J P MORGAN ETF | $1.77万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RESOURCES CORP | $1.77万 | 0.01% | 66 | 6 | 10.0% | $1,609 | 加仓 |
| PPG | P P G INDUSTRIES INC | $1.77万 | 0.01% | 146 | -2,106 | -93.5% | -$25.54万 | 减仓 |
| HBAN | HUNTINGTON BANCSHRES INC | $1.77万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ENGIE SPON ADR | $1.78万 | 0.01% | 565 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN TEMPLETON ETF | $1.79万 | 0.01% | 348 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY ETF | $1.80万 | 0.01% | 309 | -55 | -15.1% | -$3,212 | 减仓 |
| VOE | VANGUARD MID-CAP VAL ETF | $1.81万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $1.81万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDUSTRIES INC | $1.82万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.82万 | 0.01% | 1,700 | 1,700 | — | $1.82万 | 新建仓 |
| — | INVESCO | $1.84万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.84万 | 0.01% | 1,798 | 1,798 | — | $1.84万 | 新建仓 |
| PRI | PRIMERICA INC | $1.85万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES ETF | $1.85万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $1.88万 | 0.01% | 1,553 | 1,553 | — | $1.88万 | 新建仓 |
| — | BARINGS CORPORATE | $1.88万 | 0.01% | 1,072 | 1,072 | — | $1.88万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS ETF | $1.89万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIO LP | $1.90万 | 0.01% | 1,701 | -7,000 | -80.5% | -$7.80万 | 减仓 |
| — | INDUSTRIA DE DISENO ADR | $1.90万 | 0.01% | 1,204 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON ETF | $1.91万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN GOLD ETF | $1.91万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| NRGV | ENERGY VAULT HLDGS INC | $1.94万 | 0.01% | 4,111 | 0 | 0.0% | — | 不变 |
| — | LUCKIN COFFEE INC | $1.94万 | 0.01% | 700 | 7 | 1.0% | $194 | 重新持有 |
| GLBE | GLOBAL-E ONLINE LTD | $1.96万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $1.97万 | 0.01% | 86 | -34 | -28.3% | -$7,778 | 减仓 |
| SILJ | AMPLIFY JUNIOR SILVR ETF | $1.97万 | 0.01% | 760 | -10,689 | -93.4% | -$27.71万 | 减仓 |
| IYM | ISHARES ETF | $1.97万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $1.98万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST INC | $1.98万 | 0.01% | 68 | -10 | -12.8% | -$2,916 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.00万 | 0.01% | 1,115 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GRP PLC ADR | $2.00万 | 0.01% | 1,137 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.02万 | 0.01% | 1,981 | 1,981 | — | $2.02万 | 新建仓 |
| CME | CME GROUP INC | $2.03万 | 0.01% | 92 | 21 | 29.6% | $4,635 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $2.03万 | 0.01% | 530 | 5 | 1.0% | $192 | 加仓 |
| RQI | COHEN & STEERS QUALITY | $2.03万 | 0.01% | 1,651 | -1,526 | -48.0% | -$1.88万 | 重新持有 |
| FROG | JFROG LTD | $2.04万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| SUI | SUN COMMUNITIES INC | $2.04万 | 0.01% | 170 | -13 | -7.1% | -$1,559 | 减仓 |
| IGV | ISHARES ETF | $2.04万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETF | $2.04万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $2.05万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD | $2.05万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE ETF | $2.07万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $2.09万 | 0.01% | 285 | 16 | 5.9% | $1,174 | 加仓 |
| SCZ | ISHARES MSCI EAFE ETF | $2.11万 | 0.01% | 256 | 89 | 53.3% | $7,350 | 加仓 |
| SPLV | INVESCO TR II ETF | $2.13万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.14万 | 0.01% | 2,134 | 2,134 | — | $2.14万 | 新建仓 |
| DOC | HEALTHPEAK PPTYS INC | $2.15万 | 0.01% | 1,003 | -29 | -2.8% | -$621 | 减仓 |
| SPEM | SPDR PORTFOLIO ETF | $2.16万 | 0.01% | 418 | -26 | -5.9% | -$1,346 | 减仓 |
| — | FIRST TRUST | $2.18万 | 0.01% | 1,232 | -38,736 | -96.9% | -$68.66万 | 减仓 |
| — | BABCOCK & WILCX 7.75 PFD | $2.20万 | 0.01% | 1,000 | 1,000 | — | $2.20万 | 新建仓 |
| — | FIRST TRUST | $2.20万 | 0.01% | 2,003 | -6,119 | -75.3% | -$6.73万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $2.20万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.21万 | 0.01% | 2,074 | 2,074 | — | $2.21万 | 新建仓 |
| AWK | AMERICAN WATER WORKS CO | $2.22万 | 0.01% | 169 | -10 | -5.6% | -$1,316 | 减仓 |
| CVNA | CARVANA CO | $2.24万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A S ADR | $2.26万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHS | $2.27万 | 0.01% | 355 | 318 | 859.5% | $2.04万 | 加仓 |
| HGER | HARBOR TR ETF | $2.28万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |