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 |
|---|---|---|---|---|---|---|---|---|
| — | AIRO GRP HOLDINGS INC | $1,847 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP ETF | $1,839 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $1,810 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $1,800 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL | $1,795 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $1,794 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | VALTERRA PLATINUM ADR | $1,791 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GRP | $1,740 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS-B | $1,700 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $1,699 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1,696 | 0.00% | 46 | 46 | — | $1,696 | 新建仓 |
| MDB | MONGODB INC CL A | $1,678 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP OF AMER | $1,667 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1,665 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1,650 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1,638 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK JP MORGAN EM ETF | $1,635 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1,626 | 0.00% | 12 | -28 | -70.0% | -$3,794 | 减仓 |
| IJJ | ISHARES S&P MIDCAP ETF | $1,625 | 0.00% | 11 | 11 | — | $1,625 | 新建仓 |
| WAB | WABTEC | $1,616 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTO GROUP INC | $1,610 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1,586 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| 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 |
| SCHH | SCHWAB U.S. REIT ETF | $1,539 | 0.00% | 65 | 65 | — | $1,539 | 新建仓 |
| VOT | VANGUARD MID-CAP ETF | $1,531 | 0.00% | 5 | 5 | — | $1,531 | 新建仓 |
| ADM | ARCHER-DANIELS-MIDLND CO | $1,528 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $1,524 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORPORATION | $1,512 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | ALLSTATE CORP PFD | $1,509 | 0.00% | 58 | 0 | 0.0% | — | 重新持有 |
| EIX | EDISON INTL | $1,488 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $1,435 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI ETF | $1,413 | 0.00% | 53 | -35 | -39.8% | -$933 | 减仓 |
| TECH | BIO-TECHNE CORP | $1,412 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT ETF | $1,406 | 0.00% | 9 | 9 | — | $1,406 | 新建仓 |
| VNOM | VIPER ENERGY INC | $1,399 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XP | XP INC CL A | $1,398 | 0.00% | 86 | 86 | — | $1,398 | 新建仓 |
| CE | CELANESE CORPORATION | $1,380 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HOLDINGS | $1,358 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| 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 |
| GSEP | FIRST TR VIII ETF | $1,351 | 0.00% | 33 | 0 | 0.0% | — | 重新持有 |
| — | FUNDRISE INNOVATION FD | $1,296 | 0.00% | 15 | 15 | — | $1,296 | 新建仓 |
| EXPE | EXPEDIA INC | $1,278 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1,269 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE | $1,268 | 0.00% | 24 | 24 | — | $1,268 | 新建仓 |
| NTSK | NETSKOPE INC | $1,258 | 0.00% | 115 | 8 | 7.5% | $88 | 加仓 |
| VRSN | VERISIGN INC | $1,257 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $1,256 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1,241 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1,225 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1,215 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $1,212 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC NEW | $1,208 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $1,204 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $1,183 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1,170 | 0.00% | 61 | 61 | — | $1,170 | 新建仓 |
| — | CVRX INC | $1,156 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $1,152 | 0.00% | 279 | 43 | 18.2% | $178 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,143 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1,130 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1,126 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | INVESCO TR II ETF | $1,099 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS INC | $1,087 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GRP | $1,087 | 0.00% | 4 | 4 | — | $1,087 | 新建仓 |
| TRC | TEJON RANCH CO | $1,084 | 0.00% | 58 | 15 | 34.9% | $280 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD ETF | $1,080 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YLD ETF | $1,047 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MTBA | SIMPLIFY MBS ETF | $1,030 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1,025 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH ETF | $1,022 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $999 | 0.00% | 89 | -1,354 | -93.8% | -$1.52万 | 减仓 |
| FTV | FORTIVE CORP | $915 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROP | $902 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR ETF | $864 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | LXP INDL TR | $862 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $835 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $833 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $760 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | VALOR GOLD CORP NEW | $756 | 0.00% | 291 | 291 | — | $756 | 新建仓 |
| MOS | MOSAIC COMPANY | $741 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS | $710 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $707 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN-FORMAN CORP CL B | $706 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT COMMUNITIES | $693 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE REALTY TRUST | $685 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | SHIN-ETSU CHEMICAL ADR | $671 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | WESDOME GOLD MINES LTD | $653 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC NEW | $647 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $632 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FPI | FARMLAND PARTNERS INC | $629 | 0.00% | 65 | -49 | -43.0% | -$474 | 减仓 |
| AMCR | AMCOR PLC | $606 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $580 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BOH | BANK OF HAWAII CORP | $570 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $567 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $561 | 0.00% | 21 | -44 | -67.7% | -$1,175 | 重新持有 |
| HII | HUNTINGTON INGALLS | $559 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE | $525 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UHAL/B | U-HAUL HOLDING CO SER N | $519 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $505 | 0.00% | 6 | 0 | 0.0% | — | 不变 |