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
IR INGERSOLL RAND INC $1,6020.00%20 00.0% — 不变
PCG PG&E CORPORATION $1,5800.00%90 00.0% — 不变
CINF CINCINNATI FINCL CORP $1,5720.00%10 00.0% — 不变
BXP BXP INC $1,5560.00%30 -79-72.5% -$4,097 减仓
VNOM VIPER ENERGY INC $1,5500.00%33 1043.5% $470 加仓
MUR MURPHY OIL CORP $1,5260.00%37 -360-90.7% -$1.48万 减仓
RS RELIANCE INC $1,5190.00%5 00.0% — 不变
TDOC TELADOC HEALTH INC $1,5150.00%278 00.0% — 不变
WAB WABTEC $1,4970.00%6 00.0% — 不变
PKG PACKAGING CORP OF AMER $1,4850.00%7 00.0% — 不变
EIX EDISON INTL $1,4620.00%20 00.0% — 不变
CPAY CORPAY INC $1,4530.00%5 00.0% — 不变
ADM ARCHER-DANIELS-MIDLND CO $1,4520.00%20 00.0% — 不变
LNT ALLIANT ENERGY CORP $1,4340.00%20 00.0% — 不变
INCY INCYTE CORP $1,4100.00%15 00.0% — 不变
NXDR NEXTDOOR HLDGS INC $1,4000.00%1,000 00.0% — 不变
XLB SELECT SECTOR SPDR ETF $1,3980.00%28 -900-97.0% -$4.49万 减仓
FISV FISERV INC $1,3940.00%25 -20-44.4% -$1,115 减仓
FNB FNB CORP PA $1,3710.00%82 00.0% — 不变
BORR BORR DRILLING LTD $1,3610.00%236 -99-29.6% -$571 减仓
PAG PENSKE AUTO GROUP INC $1,3450.00%9 00.0% — 不变
IBKR INTERACTIVE BROKERS GRP $1,3400.00%20 00.0% — 不变
NYT NEW YORK TIMES CL A COM $1,3390.00%16 00.0% — 不变
LYFT LYFT INC $1,3300.00%100 00.0% — 不变
CPRT COPART INC $1,3280.00%40 00.0% — 不变
GDXJ VANECK JUNIOR GOLD ETF $1,3200.00%11 -235-95.5% -$2.82万 减仓
LEN LENNAR CORPORATION $1,3010.00%15 00.0% — 不变
FPI FARMLAND PARTNERS INC $1,2800.00%114 114— $1,280 新建仓
— FIRST TRUST $1,2760.00%128 128— $1,276 新建仓
CTVA CORTEVA INC $1,2540.00%15 -300-95.2% -$2.51万 减仓
WST WEST PHARMACEUTICAL $1,2520.00%5 00.0% — 不变
VRSN VERISIGN INC $1,2410.00%5 00.0% — 不变
MDB MONGODB INC CL A $1,2230.00%5 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $1,2140.00%10 00.0% — 不变
EW EDWARDS LIFESCIENCE CORP $1,2000.00%15 00.0% — 不变
DDOG DATADOG INC CL A $1,1800.00%10 00.0% — 不变
EXPE EXPEDIA INC $1,1530.00%5 00.0% — 不变
PDBC INVESCO OPTIMUM YLD ETF $1,1420.00%66 00.0% — 不变
ED CONSOLIDATED EDISON INC $1,1300.00%10 00.0% — 不变
EGP EASTGROUP PPTYS INC $1,1100.00%6 -26-81.2% -$4,810 减仓
AEE AMEREN CORP $1,0980.00%10 00.0% — 不变
CHTR CHARTER COMMUNICATIONS $1,0780.00%5 00.0% — 不变
EL LAUDER ESTEE COS INC $1,0760.00%15 00.0% — 不变
AME AMETEK INC NEW $1,0710.00%5 00.0% — 不变
PODD INSULET CORP $1,0480.00%5 00.0% — 不变
TECH BIO-TECHNE CORP $1,0440.00%20 00.0% — 不变
MTBA SIMPLIFY MBS ETF $1,0380.00%21 00.0% — 不变
— ELECTRONIC ARTS INC $1,0180.00%5 -400-98.8% -$8.14万 减仓
HYLB XTRACKERS USD HIGH ETF $1,0120.00%28 00.0% — 不变
GPN GLOBAL PAYMENTS INC $1,0090.00%15 -14-48.3% -$942 减仓
CSGP COSTAR GROUP INC $1,0080.00%25 00.0% — 不变
MHK MOHAWK INDS INC $9840.00%10 00.0% — 不变
UAL UNITED AIRLINES HOLDINGS $9200.00%10 00.0% — 不变
NTSK NETSKOPE INC $9080.00%107 107— $908 新建仓
— WESTERN ASSET GLOBAL ETF $9030.00%84 84— $903 新建仓
MOS MOSAIC COMPANY $8920.00%35 00.0% — 不变
ELS EQUITY LIFESTYLE PROP $8730.00%14 00.0% — 不变
TLT ISHARES 20 YEAR ETF $8660.00%10 00.0% — 不变
— INVESCO TR II ETF $8640.00%21 00.0% — 不变
— INVESCO $8340.00%3 3— $834 新建仓
FTV FORTIVE CORP $8280.00%15 00.0% — 不变
TRC TEJON RANCH CO $8100.00%43 43— $810 新建仓
MANH MANHATTAN ASSOCIATES INC $7980.00%6 00.0% — 不变
IT GARTNER INC NEW $7910.00%5 00.0% — 不变
HII HUNTINGTON INGALLS $7590.00%2 00.0% — 不变
URNM SPROTT FDS TR ETF $7570.00%12 12— $757 新建仓
JPC NUVEEN PREFERRED &INCOME $7460.00%99 99— $746 新建仓
— LXP INDL TR $7400.00%16 00.0% — 不变
WSO WATSCO INC $7270.00%2 00.0% — 不变
PTC PTC INC $7110.00%5 00.0% — 不变
BF/B BROWN-FORMAN CORP CL B $6990.00%26 -5,059-99.5% -$13.60万 减仓
— WESDOME GOLD MINES LTD $6770.00%38 38— $677 新建仓
MOH MOLINA HEALTHCARE INC $6650.00%5 00.0% — 不变
RXO RXO INC $6570.00%45 00.0% — 不变
DOCS DOXIMITY INC CL A $6520.00%28 00.0% — 不变
SOBO SOUTH BOW CORP $6330.00%19 19— $633 新建仓
— NUVEEN MULTI-ASSET $6320.00%51 51— $632 新建仓
— SHIN-ETSU CHEMICAL ADR $6300.00%31 00.0% — 不变
MAA MID-AMER APT COMMUNITIES $6100.00%5 00.0% — 不变
HR HEALTHCARE REALTY TRUST $5770.00%34 00.0% — 不变
CHKP CHECK POINT SOFTWARE $5710.00%4 -3-42.9% -$428 减仓
AMCR AMCOR PLC $5560.00%14 14— $556 新建仓
ROL ROLLINS INC $5340.00%10 00.0% — 不变
BOH BANK OF HAWAII CORP $5190.00%7 00.0% — 不变
PRCT PROCEPT BIOROBOTICS CORP $5000.00%20 00.0% — 不变
EFAV ISHARES ETF $4560.00%5 -286-98.3% -$2.61万 减仓
— ISHARES MSCI ETF $4520.00%10 00.0% — 不变
TXT TEXTRON INC $4370.00%5 00.0% — 不变
BC BRUNSWICK CORP $4360.00%6 -4-40.0% -$291 减仓
— TIDAL TR II ETF $4250.00%20 00.0% — 不变
PEGA PEGASYSTEMS INC $4240.00%10 00.0% — 不变
PJT PJT PARTNERS INC $4190.00%3 -3-50.0% -$419 减仓
VTR VENTAS INC $4080.00%5 00.0% — 不变
UHAL/B U-HAUL HOLDING CO SER N $4020.00%9 00.0% — 不变
OMC OMNICOM GROUP INC $3750.00%5 00.0% — 不变
MSA MSA SAFETY INC $3270.00%2 00.0% — 不变
HHH HOWARD HUGHES HLDGS INC $3150.00%5 00.0% — 不变
FBIN FORTUNE BRANDS $3110.00%8 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $2980.00%5 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE $2790.00%15 00.0% — 不变