13F 机构持仓

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

INDIANAPOLIS IN · SEC CIK 0000319933

2026Q22026Q1 更早 9 个季度 🔒
$2.42亿2026Q1 申报市值
1,322持仓数
17.4%前十大占比 · 第一大 3.0%
254 / 264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 3.0%
MSFT 2.5%
NVDA 2.5%
OUSA 1.9%
RDVY 1.5%
LLY 1.3%
BRK/B 1.3%
IVV 1.2%
VUG 1.2%
AMZN 1.1%

2026Q1 买入最多 按季末市值估算

FIRST TRUST 加仓+$161.90万
AAM 加仓+$81.56万
WM 加仓+$79.53万
FIRST TRUST 加仓+$78.85万
GUGGENHEIM 新建仓+$73.76万

2026Q1 卖出最多 按季末市值估算

ORCL 减仓-$498.45万
LLY 减仓-$397.81万
MSFT 减仓-$310.96万
OUSA 减仓-$265.65万
AAPL 减仓-$157.27万

2026Q1 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
KDP KEURIG DR PEPPER INC $3,5530.00%135 -1,080-88.9% -$2.84万 减仓
OFIX ORTHOFIX MEDICAL INC $3,4410.00%300 300— $3,441 新建仓
DHI D R HORTON INC $3,4290.00%25 00.0% — 不变
— VIRTUS TOTAL RETURN FD $3,4290.00%518 518— $3,429 新建仓
— HERMES INTERNATIONAL-ADR $3,4140.00%18 00.0% — 不变
IQV IQVIA HLDGS INC $3,4100.00%20 00.0% — 不变
VTRS VIATRIS INC $3,4090.00%252 -30-10.6% -$406 减仓
ATMU ATMUS FILTRATION $3,4060.00%60 00.0% — 不变
AZO AUTOZONE INC $3,3770.00%1 00.0% — 不变
DG DOLLAR GENERAL CORP $3,3540.00%28 -32-53.3% -$3,833 减仓
— SONY FINANCIAL GRP ADR $3,3410.00%743 -339-31.3% -$1,524 减仓
GSK GSK PLC ADR $3,3110.00%60 00.0% — 不变
FFIN FIRST FINL BANKSHARES $3,2980.00%112 00.0% — 不变
FRDM EA SER TR ETF $3,2790.00%60 60— $3,279 新建仓
INSM INSMED INC $3,2700.00%20 00.0% — 不变
MAR MARRIOTT INTL INC NEW $3,2700.00%10 00.0% — 不变
NTR NUTRIEN LTD $3,2440.00%43 -22-33.8% -$1,660 减仓
PPTA PERPETUA RESOURCES CORP $3,2330.00%115 00.0% — 不变
AVEM AMERICAN CENTY TR ETF $3,2230.00%40 40— $3,223 新建仓
— FIRST TRUST PORTFOLIO LP $3,1960.00%297 00.0% — 不变
— FIDELITY TR ETF $3,1620.00%100 00.0% — 不变
ROKU ROKU INC $3,1220.00%33 00.0% — 不变
GFS GLOBALFOUNDRIES INC $3,1130.00%70 69.4% $267 加仓
SPMD STATE STREET SPDR ETF $3,0790.00%52 00.0% — 不变
XNTK STATE STREET SPDR ETF $3,0720.00%12 00.0% — 不变
LULU LULULEMON ATHLETICA INC $3,0620.00%20 00.0% — 不变
WY WEYERHAEUSER CO $3,0530.00%125 125— $3,053 新建仓
SKE SKEENA RESOURCES LTD NEW $3,0310.00%102 -13-11.3% -$386 减仓
FTDR FRONTDOOR INC $3,0130.00%57 00.0% — 不变
— SPARK NEW ZEALAND ADR $2,9900.00%500 500— $2,990 新建仓
OSK OSHKOSH CORP $2,9440.00%20 00.0% — 不变
SKM SK TELECOM CO LTD ADR $2,9290.00%100 100— $2,929 新建仓
BNDX VANGUARD TOTAL INTL ETF $2,8830.00%60 00.0% — 不变
PSCT INVESCO TR II ETF $2,8830.00%48 00.0% — 不变
— DIREXION SHS TR ETF $2,8820.00%80 80— $2,882 新建仓
CNC CENTENE CORP $2,8790.00%88 -4-4.3% -$131 减仓
XBI STATE STREET SPDR ETF $2,8100.00%22 00.0% — 不变
HAS HASBRO INC $2,8080.00%30 00.0% — 不变
HUM HUMANA INC $2,7730.00%16 00.0% — 不变
CRS CARPENTER TECHNOLOGY $2,7590.00%7 00.0% — 不变
SJNK STATE STREET SPDR ETF $2,7470.00%110 00.0% — 不变
BLND BLEND LABS INC CL A $2,7420.00%1,613 00.0% — 不变
— FANNIE MAE $2,7000.00%372 00.0% — 不变
MSCI MSCI INC $2,6950.00%5 00.0% — 不变
ALB ALBEMARLE CORP $2,6920.00%15 -34-69.4% -$6,102 减仓
SPGP INVESCO S&P 500 GARP ETF $2,6900.00%25 00.0% — 不变
AR ANTERO RESOURCES CORP $2,6730.00%63 63— $2,673 新建仓
GEHC GE HEALTHCARE TECHS $2,6560.00%37 -8-17.8% -$574 减仓
ULTA ULTA BEAUTY INC $2,6130.00%5 00.0% — 不变
PCY INVESCO TR II ETF $2,5910.00%124 00.0% — 不变
LUV SOUTHWEST AIRLINES CO $2,5540.00%68 00.0% — 不变
FE FIRSTENERGY CORP $2,5320.00%50 00.0% — 不变
ABNB AIRBNB INC $2,5240.00%20 00.0% — 不变
VIS VANGUARD INDUSTRIALS ETF $2,4970.00%8 -545-98.6% -$17.01万 减仓
FTNT FORTINET INC $2,4500.00%30 00.0% — 不变
BKR BAKER HUGHES A GE CO $2,4420.00%40 00.0% — 不变
CWH CAMPING WORLD HOLDINGS $2,4290.00%355 00.0% — 不变
DBA INVESCO DB MULTI ETF $2,4040.00%88 88— $2,404 新建仓
MTUM ISHARES ETF $2,3990.00%10 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS $2,3880.00%150 00.0% — 不变
IVW ISHARES S&P 500 ETF $2,3750.00%21 -600-96.6% -$6.79万 减仓
KGC KINROSS GOLD CORP $2,3360.00%76 00.0% — 不变
GSIE GOLDMAN SACHS ACTIVE ETF $2,3280.00%54 00.0% — 不变
TDG TRANSDIGM GROUP INC $2,3160.00%2 00.0% — 不变
Q QNITY ELECTRONICS $2,3060.00%20 00.0% — 不变
— VALTERRA PLATINUM ADR $2,2760.00%161 161— $2,276 新建仓
NULG NUVEEN ESG LARGE CAP ETF $2,2730.00%25 00.0% — 不变
EMB ISHARES JP MORGAN ETF $2,2540.00%24 00.0% — 不变
NTES NETEASE.INC $2,2380.00%20 00.0% — 不变
MGM MGM RESORTS $2,2200.00%60 00.0% — 不变
DTE DTE ENERGY CO $2,1920.00%15 00.0% — 不变
— CVRX INC $2,1280.00%225 00.0% — 不变
WEN WENDYS CO $2,0850.00%300 00.0% — 不变
— TIDAL TR II ETF $2,0790.00%100 100— $2,079 新建仓
— FIRST TRUST PORTFOLIO LP $2,0740.00%193 193— $2,074 新建仓
VFH VANGUARD FINANCIALS ETF $2,0530.00%17 -1,784-99.1% -$21.54万 减仓
IRM IRON MOUNTAIN INC $2,0420.00%20 00.0% — 不变
WDFC WD-40 COMPANY COMMON $2,0390.00%10 00.0% — 不变
LAMR LAMAR ADVERTISING CO NEW $2,0260.00%16 00.0% — 不变
AA ALCOA CORP $1,9890.00%30 30— $1,989 新建仓
MUSA MURPHY USA INC $1,9750.00%4 -127-96.9% -$6.27万 减仓
CE CELANESE CORPORATION $1,9730.00%30 00.0% — 不变
GNRC GENERAC HOLDINGS INC $1,9520.00%10 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTUR $1,9360.00%49 00.0% — 不变
SRAD SPORTRADAR GRP AG $1,9250.00%115 43.6% $67 加仓
— AIRO GRP HOLDINGS INC $1,9010.00%250 00.0% — 不变
BIIB BIOGEN INC $1,8320.00%10 00.0% — 不变
— DUPONT DE NEMOURS $1,8320.00%40 00.0% — 不变
AVAV AEROVIRONMENT INC $1,8300.00%10 111.1% $183 加仓
EFX EQUIFAX INC $1,8000.00%10 00.0% — 不变
CLNE CLEAN ENERGY FUELS CORP $1,7360.00%700 00.0% — 不变
— WEBSTER FINANCIAL CORP $1,7350.00%25 00.0% — 不变
PCAR PACCAR INC $1,7320.00%15 00.0% — 不变
CGIE CAPITAL GROUP ETF $1,6910.00%50 00.0% — 不变
— STRAUMANN HOLDING AG ADR $1,6820.00%163 00.0% — 不变
PHR PHREESIA INC $1,6760.00%200 200— $1,676 新建仓
CHRW C H ROBINSON WORLDWIDE $1,6600.00%10 00.0% — 不变
— CARLSBERG AS-B $1,6340.00%65 00.0% — 不变
VHT VANGUARD HEALTH CARE ETF $1,6330.00%6 00.0% — 不变
EMLC VANECK JP MORGAN EM ETF $1,6070.00%64 601,500.0% $1,507 加仓