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 |
|---|---|---|---|---|---|---|---|---|
| FNOV | FIRST TR VIII ETF | $2.28万 | 0.01% | 390 | 0 | 0.0% | — | 重新持有 |
| MZTI | MARZETTI COMPANY | $2.28万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $2.29万 | 0.01% | 396 | -6,894 | -94.6% | -$39.81万 | 减仓 |
| KEY | KEYCORP NEW | $2.31万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS GROUP HOLDINGS | $2.31万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HOLDINGS INC | $2.32万 | 0.01% | 27 | -112 | -80.6% | -$9.61万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $2.32万 | 0.01% | 209 | 199 | 1,990.0% | $2.21万 | 加仓 |
| URA | GLOBAL X FDS ETF | $2.34万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.35万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| DEUS | XTRACKERS RUSSELL ETF | $2.35万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIO LP | $2.35万 | 0.01% | 1,564 | 1,564 | — | $2.35万 | 新建仓 |
| BR | BROADRIDGE FINANCIAL | $2.36万 | 0.01% | 172 | -45 | -20.7% | -$6,162 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $2.37万 | 0.01% | 1,887 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORPORATION | $2.39万 | 0.01% | 657 | 148 | 29.1% | $5,378 | 加仓 |
| SPDW | SPDR PORTFOLIO ETF | $2.39万 | 0.01% | 474 | -8 | -1.7% | -$403 | 减仓 |
| LNG | CHENIERE ENERGY INC NEW | $2.39万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS | $2.40万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM | $2.42万 | 0.01% | 1,943 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS INC | $2.42万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIO LP | $2.43万 | 0.01% | 2,010 | -5,517 | -73.3% | -$6.67万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $2.44万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $2.46万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $2.48万 | 0.01% | 1,173 | 66 | 6.0% | $1,395 | 加仓 |
| TPC | TUTOR PERINI CORP | $2.49万 | 0.01% | 300 | -500 | -62.5% | -$4.15万 | 减仓 |
| — | HUNTINGTN BANCSHARES PFD | $2.51万 | 0.01% | 1,000 | 0 | 0.0% | — | 重新持有 |
| VDE | VANGUARD ENERGY ETF | $2.51万 | 0.01% | 167 | -49 | -22.7% | -$7,364 | 减仓 |
| PCEF | INVESCO TR II ETF | $2.51万 | 0.01% | 1,237 | 1,237 | — | $2.51万 | 新建仓 |
| BRO | BROWN AND BROWN INC COM | $2.52万 | 0.01% | 393 | -6,962 | -94.7% | -$44.66万 | 减仓 |
| — | GUGGENHEIM | $2.54万 | 0.01% | 1,940 | -2,387 | -55.2% | -$3.12万 | 减仓 |
| — | FIRST TRUST | $2.55万 | 0.01% | 2,230 | -9,199 | -80.5% | -$10.52万 | 减仓 |
| SJM | J M SMUCKER CO | $2.55万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES ETF | $2.57万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.58万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK CANADA | $2.59万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR VIII FT ETF | $2.60万 | 0.01% | 1,189 | 206 | 21.0% | $4,499 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $2.60万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.61万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CLASS A | $2.64万 | 0.01% | 311 | 35 | 12.7% | $2,971 | 加仓 |
| — | FIRST TRUST | $2.64万 | 0.01% | 2,318 | -2,863 | -55.3% | -$3.26万 | 减仓 |
| — | FIRST TRUST | $2.65万 | 0.01% | 2,485 | -12,005 | -82.9% | -$12.79万 | 减仓 |
| DFIS | DIMENSIONAL TR ETF | $2.65万 | 0.01% | 757 | 757 | — | $2.65万 | 新建仓 |
| IBIT | ISHARES BITCOIN TR ETF | $2.67万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ ETF | $2.68万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $2.68万 | 0.01% | 36 | 6 | 20.0% | $4,473 | 加仓 |
| BUFF | INNOVATOR TR ETF | $2.69万 | 0.01% | 511 | 0 | 0.0% | — | 重新持有 |
| CAKE | CHEESECAKE FACTORY INC | $2.70万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $2.70万 | 0.01% | 53 | -89 | -62.7% | -$4.53万 | 减仓 |
| CCI | CROWN CASTLE INC | $2.72万 | 0.01% | 359 | 12 | 3.5% | $909 | 加仓 |
| — | FIRST TRUST | $2.72万 | 0.01% | 2,478 | -7,977 | -76.3% | -$8.77万 | 减仓 |
| — | FIRST TRUST | $2.73万 | 0.01% | 2,531 | -5,209 | -67.3% | -$5.62万 | 减仓 |
| LRGF | ISHARES ETF | $2.74万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN ETF | $2.75万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO COM | $2.75万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP CL A | $2.78万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS ETF | $2.79万 | 0.01% | 1,513 | 913 | 152.2% | $1.68万 | 加仓 |
| AUR | AURORA INNOVATION INC | $2.79万 | 0.01% | 4,095 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION ETF | $2.79万 | 0.01% | 233 | -79 | -25.3% | -$9,475 | 减仓 |
| PEN | PENUMBRA INC | $2.81万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $2.82万 | 0.01% | 180 | 17 | 10.4% | $2,664 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.86万 | 0.01% | 670 | 57 | 9.3% | $2,434 | 加仓 |
| — | UNICREDIT SPA UNSPON ADR | $2.86万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STATES LIME & | $2.88万 | 0.01% | 275 | -3,346 | -92.4% | -$35.02万 | 减仓 |
| SNA | SNAP-ON INC | $2.90万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2.93万 | 0.01% | 2,174 | 49 | 2.3% | $660 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2.94万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.95万 | 0.01% | 297 | 77 | 35.0% | $7,644 | 加仓 |
| HUBB | HUBBELL INC | $2.98万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GROUP INC | $2.99万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| — | ADVISORS ASSET MGMT | $2.99万 | 0.01% | 2,612 | 2,612 | — | $2.99万 | 新建仓 |
| COF | CAPITAL ONE FINANCIAL | $3.00万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 | $3.01万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $3.02万 | 0.01% | 479 | 436 | 1,014.0% | $2.74万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $3.02万 | 0.01% | 350 | 200 | 133.3% | $1.73万 | 加仓 |
| TPLC | TIMOTHY PLAN ETF | $3.02万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $3.02万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINANCIAL | $3.03万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| FYC | FIRST TRUST ETF | $3.04万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $3.06万 | 0.01% | 195 | -288 | -59.6% | -$4.51万 | 减仓 |
| INTU | INTUIT INC | $3.09万 | 0.01% | 117 | -569 | -82.9% | -$15.02万 | 减仓 |
| — | FIRST TR VIII ETF | $3.10万 | 0.01% | 1,320 | 1,320 | — | $3.10万 | 新建仓 |
| VRT | VERTIV HOLDINGS LLC | $3.11万 | 0.01% | 93 | -10 | -9.7% | -$3,348 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS | $3.13万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD ETF | $3.14万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J GALLAGHER & CO | $3.17万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $3.18万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3.18万 | 0.01% | 80 | -667 | -89.3% | -$26.52万 | 减仓 |
| CF | CF INDUSTRIES HOLDINGS | $3.19万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT TERM ETF | $3.19万 | 0.01% | 410 | 20 | 5.1% | $1,558 | 加仓 |
| HAS | HASBRO INC | $3.20万 | 0.01% | 387 | 357 | 1,190.0% | $2.95万 | 加仓 |
| SAP | SAP SE-SPONSORED ADR | $3.21万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY COMMUNITIES | $3.21万 | 0.01% | 170 | 13 | 8.3% | $2,452 | 加仓 |
| — | FIRST TRUST | $3.21万 | 0.01% | 1,485 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $3.22万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CLASS A | $3.24万 | 0.01% | 70 | 70 | — | $3.24万 | 新建仓 |
| — | NINTENDO LTD ADR | $3.25万 | 0.01% | 3,100 | 1,000 | 47.6% | $1.05万 | 加仓 |
| PGR | PROGRESSIVE CORP OHIO | $3.30万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE ETF | $3.31万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GRP NV | $3.31万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $3.32万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $3.33万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |