THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
INDIANAPOLIS IN · SEC CIK 0000319933
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS | $63.37万 | 0.26% | 2,609 | -4,432 | -62.9% | -$107.64万 | 减仓 |
| MLM | MARTIN MARIETTA | $62.69万 | 0.26% | 1,065 | -21 | -1.9% | -$1.24万 | 减仓 |
| SPGI | S&P GLOBAL INC | $62.22万 | 0.26% | 1,463 | -281 | -16.1% | -$11.95万 | 减仓 |
| PLD | PROLOGIS INC | $61.93万 | 0.26% | 4,685 | -1,244 | -21.0% | -$16.44万 | 减仓 |
| ETN | EATON CORP PLC | $61.56万 | 0.25% | 1,721 | -1,840 | -51.7% | -$65.82万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM ETF | $61.51万 | 0.25% | 10,507 | -6 | -0.1% | -$351 | 减仓 |
| ORCL | ORACLE CORPORATION | $60.72万 | 0.25% | 4,127 | -33,881 | -89.1% | -$498.45万 | 减仓 |
| GPIX | GOLDMAN SACHS TR ETF | $60.67万 | 0.25% | 12,124 | -2,400 | -16.5% | -$12.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $60.38万 | 0.25% | 1,449 | 1,408 | 3,434.1% | $58.67万 | 加仓 |
| HBNC | HORIZON BANCORP INC | $59.51万 | 0.25% | 35,913 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH ETF | $58.91万 | 0.24% | 10,664 | 10,664 | — | $58.91万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $58.80万 | 0.24% | 1,355 | 875 | 182.3% | $37.97万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $58.11万 | 0.24% | 3,146 | -420 | -11.8% | -$7.76万 | 减仓 |
| ADP | AUTOMATIC DATA | $57.88万 | 0.24% | 2,848 | -1,369 | -32.5% | -$27.82万 | 减仓 |
| ASML | ASML HOLDING NV | $56.79万 | 0.23% | 430 | -78 | -15.4% | -$10.30万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $56.45万 | 0.23% | 2,823 | -136 | -4.6% | -$2.72万 | 减仓 |
| ECL | ECOLAB INC | $56.41万 | 0.23% | 2,120 | -449 | -17.5% | -$11.95万 | 减仓 |
| TXUE | THORNBURG TR ETF | $56.10万 | 0.23% | 17,428 | 1,152 | 7.1% | $3.71万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $54.83万 | 0.23% | 1,710 | -189 | -10.0% | -$6.06万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF | $54.64万 | 0.23% | 19,005 | 3,570 | 23.1% | $10.26万 | 加仓 |
| CMS | CMS ENERGY CORP | $53.86万 | 0.22% | 6,942 | -1,492 | -17.7% | -$11.57万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $51.97万 | 0.21% | 1,847 | 1,847 | — | $51.97万 | 新建仓 |
| — | FIRST TRUST PORTFOLIO LP | $51.86万 | 0.21% | 44,697 | 37,121 | 490.0% | $43.07万 | 加仓 |
| SPHQ | INVESCO TR ETF | $51.36万 | 0.21% | 6,831 | -20 | -0.3% | -$1,504 | 减仓 |
| — | HARTFORD MULTIFACTOR ETF | $50.31万 | 0.21% | 10,415 | -1,449 | -12.2% | -$7.00万 | 减仓 |
| — | FIRST TRUST PORTFOLOS LP | $50.08万 | 0.21% | 46,013 | 43,956 | 2,136.9% | $47.84万 | 加仓 |
| PYLD | PIMCO TR MULTISECTOR ETF | $49.47万 | 0.20% | 18,882 | 3,163 | 20.1% | $8.29万 | 加仓 |
| CW | CURTISS-WRIGHT CORP | $49.38万 | 0.20% | 725 | 725 | — | $49.38万 | 新建仓 |
| TJX | TJX COS INC NEW | $49.20万 | 0.20% | 3,081 | -378 | -10.9% | -$6.04万 | 减仓 |
| BND | VANGUARD TOTAL BOND ETF | $48.70万 | 0.20% | 6,614 | -89 | -1.3% | -$6,554 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $48.59万 | 0.20% | 41,598 | 37,530 | 922.6% | $43.84万 | 加仓 |
| AMD | ADVANCED MICRO | $48.31万 | 0.20% | 2,375 | -461 | -16.3% | -$9.38万 | 减仓 |
| BRO | BROWN AND BROWN INC COM | $47.96万 | 0.20% | 7,355 | -1,444 | -16.4% | -$9.42万 | 减仓 |
| MTSI | MACOM TECHNOLOGY | $47.90万 | 0.20% | 2,157 | 2,157 | — | $47.90万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES | $47.86万 | 0.20% | 3,272 | -1,241 | -27.5% | -$18.15万 | 减仓 |
| SN | SHARKNINJA INC | $47.56万 | 0.20% | 4,491 | -748 | -14.3% | -$7.92万 | 减仓 |
| XYL | XYLEM INC | $47.36万 | 0.20% | 3,963 | -924 | -18.9% | -$11.04万 | 减仓 |
| USLM | UNITED STATES LIME & | $47.29万 | 0.20% | 3,621 | -270 | -6.9% | -$3.53万 | 减仓 |
| DFIC | DIMENSIONAL TR ETF | $47.09万 | 0.19% | 13,254 | 13,254 | — | $47.09万 | 新建仓 |
| CTAS | CINTAS CORP | $46.86万 | 0.19% | 2,770 | -390 | -12.3% | -$6.60万 | 减仓 |
| AEM | AGNICO EAGLE MINES | $46.68万 | 0.19% | 2,300 | -578 | -20.1% | -$11.73万 | 减仓 |
| AIT | APPLIED INDL TECH INC | $45.82万 | 0.19% | 1,727 | -246 | -12.5% | -$6.53万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $45.20万 | 0.19% | 8,230 | -2,578 | -23.9% | -$14.16万 | 减仓 |
| — | FIRST TRUST PORTFLIOS LP | $44.75万 | 0.18% | 38,357 | 38,357 | — | $44.75万 | 新建仓 |
| — | JANUS DETROIT STR TR ETF | $44.10万 | 0.18% | 17,809 | 808 | 4.8% | $2.00万 | 加仓 |
| RTX | RTX CORP | $43.74万 | 0.18% | 2,267 | -1,637 | -41.9% | -$31.59万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $43.68万 | 0.18% | 2,530 | -307 | -10.8% | -$5.30万 | 减仓 |
| JKHY | JACK HENRY & ASSOC INC | $43.54万 | 0.18% | 2,755 | -579 | -17.4% | -$9.15万 | 减仓 |
| VSS | VANGUARD INTL EQUITY ETF | $43.43万 | 0.18% | 2,979 | -394 | -11.7% | -$5.74万 | 减仓 |
| — | FIRST TRUST | $43.23万 | 0.18% | 40,920 | 31,573 | 337.8% | $33.36万 | 加仓 |
| — | FIRST TRUST | $42.93万 | 0.18% | 39,968 | 38,738 | 3,149.4% | $41.61万 | 加仓 |
| CLS | CELESTICA INC | $42.92万 | 0.18% | 1,524 | -23 | -1.5% | -$6,478 | 减仓 |
| ICE | INTERCONTINENTAL EXCH | $42.68万 | 0.18% | 2,714 | -546 | -16.7% | -$8.59万 | 减仓 |
| — | FIRST TRUST | $42.64万 | 0.18% | 42,060 | 42,060 | — | $42.64万 | 新建仓 |
| — | FIRST TRUST | $41.74万 | 0.17% | 38,687 | 36,786 | 1,935.1% | $39.69万 | 加仓 |
| LRCX | LAM RESH CORP | $41.21万 | 0.17% | 1,929 | -653 | -25.3% | -$13.95万 | 减仓 |
| COR | CENCORA INC | $41.09万 | 0.17% | 1,308 | -337 | -20.5% | -$10.59万 | 减仓 |
| — | DIMENSIONAL TR US ETF | $40.85万 | 0.17% | 10,513 | 10,513 | — | $40.85万 | 新建仓 |
| URI | UNITED RENTALS INC | $40.29万 | 0.17% | 553 | -7 | -1.2% | -$5,101 | 减仓 |
| DIS | WALT DISNEY COMPANY | $40.20万 | 0.17% | 4,169 | -287 | -6.4% | -$2.77万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $39.22万 | 0.16% | 6,805 | -1,892 | -21.8% | -$10.90万 | 减仓 |
| GE | GE AEROSPACE NEW | $38.79万 | 0.16% | 1,367 | -110 | -7.4% | -$3.12万 | 减仓 |
| CL | COLGATE-PALMOLIVE CO | $38.79万 | 0.16% | 4,551 | -875 | -16.1% | -$7.46万 | 减仓 |
| SHOP | SHOPIFY INC CL A | $38.68万 | 0.16% | 3,261 | -176 | -5.1% | -$2.09万 | 减仓 |
| FXR | FIRST TRUST ETF | $38.27万 | 0.16% | 4,688 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL ETF | $38.24万 | 0.16% | 4,079 | 3,013 | 282.6% | $28.24万 | 加仓 |
| BIL | STATE STREET SPDR ETF | $38.16万 | 0.16% | 4,164 | 2,939 | 239.9% | $26.93万 | 加仓 |
| EMR | EMERSON ELECTRIC CO | $37.69万 | 0.16% | 2,875 | -6,596 | -69.6% | -$86.48万 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $37.69万 | 0.16% | 36,772 | 33,295 | 957.6% | $34.13万 | 加仓 |
| B | BARRICK MNG CORP | $37.53万 | 0.15% | 9,202 | -2,417 | -20.8% | -$9.86万 | 减仓 |
| O | REALTY INCOME CORP | $37.27万 | 0.15% | 6,091 | -2,035 | -25.0% | -$12.45万 | 减仓 |
| — | FIRST TRUST | $36.05万 | 0.15% | 34,859 | 34,859 | — | $36.05万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $35.86万 | 0.15% | 7,290 | -1,791 | -19.7% | -$8.81万 | 减仓 |
| VEA | VANGUARD FTSE ETF | $35.67万 | 0.15% | 5,567 | 4,681 | 528.3% | $30.00万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $35.22万 | 0.15% | 3,774 | -393 | -9.4% | -$3.67万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.43万 | 0.14% | 747 | -59 | -7.3% | -$2.72万 | 减仓 |
| EME | EMCOR GROUP INC | $34.40万 | 0.14% | 466 | -23 | -4.7% | -$1.70万 | 减仓 |
| SHY | ISHARES ETF | $34.39万 | 0.14% | 4,165 | -3 | -0.1% | -$248 | 减仓 |
| FCX | FREEPORT-MCMORAN INC | $34.21万 | 0.14% | 5,820 | -1,610 | -21.7% | -$9.46万 | 减仓 |
| SILJ | AMPLIFY JUNIOR SILVR ETF | $34.03万 | 0.14% | 11,449 | 10,689 | 1,406.4% | $31.77万 | 加仓 |
| FIVE | FIVE BELOW INC | $33.06万 | 0.14% | 1,447 | 1,447 | — | $33.06万 | 新建仓 |
| COP | CONOCOPHILLIPS | $32.13万 | 0.13% | 2,433 | -95 | -3.8% | -$1.25万 | 减仓 |
| FRT | FEDERAL REALTY | $31.98万 | 0.13% | 3,011 | -889 | -22.8% | -$9.44万 | 减仓 |
| XLF | SELECT SECTOR SPDR ETF | $31.53万 | 0.13% | 6,386 | 5 | 0.1% | $247 | 加仓 |
| FAST | FASTENAL CO | $31.31万 | 0.13% | 6,748 | -1,373 | -16.9% | -$6.37万 | 减仓 |
| MS | MORGAN STANLEY & CO | $30.26万 | 0.12% | 1,839 | -319 | -14.8% | -$5.25万 | 减仓 |
| INTU | INTUIT INC | $29.68万 | 0.12% | 686 | -30 | -4.2% | -$1.30万 | 减仓 |
| MRK | MERCK & CO INC NEW | $29.63万 | 0.12% | 2,462 | -1,747 | -41.5% | -$21.02万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.44万 | 0.12% | 754 | 137 | 22.2% | $5.35万 | 加仓 |
| AFLG | FIRST TR EXCHANGE ETF | $28.90万 | 0.12% | 7,492 | -776 | -9.4% | -$2.99万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS | $28.82万 | 0.12% | 2,594 | 449 | 20.9% | $4.99万 | 加仓 |
| — | FIRST TRUST | $28.80万 | 0.12% | 24,781 | 24,781 | — | $28.80万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS | $28.68万 | 0.12% | 2,189 | -465 | -17.5% | -$6.09万 | 减仓 |
| PNR | PENTAIR PLC | $28.36万 | 0.12% | 3,256 | -265 | -7.5% | -$2.31万 | 减仓 |
| JPIB | JPMORGAN ETF | $28.34万 | 0.12% | 5,927 | 51 | 0.9% | $2,439 | 加仓 |
| T | AT & T INC | $28.24万 | 0.12% | 9,742 | -1,930 | -16.5% | -$5.60万 | 减仓 |
| DGRO | ISHARES CORE ETF | $28.24万 | 0.12% | 4,023 | 235 | 6.2% | $1.65万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $27.84万 | 0.11% | 1,171 | 677 | 137.0% | $16.10万 | 加仓 |
| BIV | VANGUARD INTERMEDIAT ETF | $27.69万 | 0.11% | 3,588 | 8 | 0.2% | $617 | 加仓 |
| FTHI | FIRST TR BUY WRITE ETF | $27.63万 | 0.11% | 12,041 | -716 | -5.6% | -$1.64万 | 减仓 |