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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $75.73万 | 0.28% | 1,542 | 93 | 6.4% | $4.57万 | 加仓 |
| INTC | INTEL CORP | $73.65万 | 0.27% | 5,275 | 1,914 | 56.9% | $26.72万 | 加仓 |
| HBNC | HORIZON BANCORP INC | $71.76万 | 0.26% | 35,913 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $71.70万 | 0.26% | 9,166 | 899 | 10.9% | $7.03万 | 加仓 |
| ADP | AUTOMATIC DATA | $71.07万 | 0.26% | 3,173 | 325 | 11.4% | $7.28万 | 加仓 |
| GLD | SPDR GOLD TRUST ETF | $70.91万 | 0.26% | 1,925 | -631 | -24.7% | -$23.24万 | 减仓 |
| AIT | APPLIED INDL TECH INC | $70.64万 | 0.26% | 2,089 | 362 | 21.0% | $12.24万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $69.48万 | 0.25% | 687 | 602 | 708.2% | $60.88万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM ETF | $67.69万 | 0.25% | 11,630 | 1,123 | 10.7% | $6.54万 | 加仓 |
| GPIX | GOLDMAN SACHS TR ETF | $67.37万 | 0.25% | 12,124 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY HIGH ETF | $66.05万 | 0.24% | 10,956 | 292 | 2.7% | $1.76万 | 加仓 |
| CW | CURTISS-WRIGHT CORP | $65.84万 | 0.24% | 869 | 144 | 19.9% | $10.91万 | 加仓 |
| ECL | ECOLAB INC | $64.53万 | 0.23% | 2,316 | 196 | 9.2% | $5.46万 | 加仓 |
| CLS | CELESTICA INC | $63.84万 | 0.23% | 1,750 | 226 | 14.8% | $8.24万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $63.20万 | 0.23% | 1,522 | 167 | 12.3% | $6.93万 | 加仓 |
| URI | UNITED RENTALS INC | $63.11万 | 0.23% | 557 | 4 | 0.7% | $4,532 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $62.89万 | 0.23% | 1,826 | 116 | 6.8% | $3.99万 | 加仓 |
| SPGI | S&P GLOBAL INC | $62.71万 | 0.23% | 1,540 | 77 | 5.3% | $3.14万 | 加仓 |
| KLAC | KLA CORP | $61.46万 | 0.22% | 2,037 | 1,617 | 385.0% | $48.79万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $60.09万 | 0.22% | 5,151 | 1,879 | 57.4% | $21.92万 | 加仓 |
| MTUM | ISHARES ETF | $59.86万 | 0.22% | 1,746 | 1,736 | 17,360.0% | $59.51万 | 加仓 |
| CMS | CMS ENERGY CORP | $59.43万 | 0.22% | 7,769 | 827 | 11.9% | $6.33万 | 加仓 |
| — | HARTFORD MULTIFACTOR ETF | $59.15万 | 0.22% | 10,574 | 159 | 1.5% | $8,895 | 加仓 |
| ATO | ATMOS ENERGY CORP | $58.95万 | 0.21% | 3,422 | 276 | 8.8% | $4.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $57.69万 | 0.21% | 756 | 2 | 0.3% | $1,526 | 加仓 |
| GE | GE AEROSPACE NEW | $57.56万 | 0.21% | 1,540 | 173 | 12.7% | $6.47万 | 加仓 |
| — | JANUS DETROIT STR TR ETF | $57.05万 | 0.21% | 17,442 | -367 | -2.1% | -$1.20万 | 减仓 |
| PSX | PHILLIPS 66 | $56.97万 | 0.21% | 3,369 | -4,255 | -55.8% | -$71.95万 | 减仓 |
| ATI | ATI INC | $56.88万 | 0.21% | 2,886 | 2,886 | — | $56.88万 | 新建仓 |
| INCM | FRANKLIN TEMPLETON ETF | $56.74万 | 0.21% | 19,664 | 659 | 3.5% | $1.90万 | 加仓 |
| PLD | PROLOGIS INC | $56.57万 | 0.21% | 4,176 | -509 | -10.9% | -$6.90万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $55.78万 | 0.20% | 6,147 | -199 | -3.1% | -$1.81万 | 减仓 |
| — | AAM | $54.85万 | 0.20% | 42,307 | -82,460 | -66.1% | -$106.91万 | 减仓 |
| V | VISA INC CLASS A | $54.68万 | 0.20% | 1,593 | -1,008 | -38.8% | -$34.60万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $54.37万 | 0.20% | 752 | 4 | 0.5% | $2,892 | 加仓 |
| TJX | TJX COS INC NEW | $53.92万 | 0.20% | 3,559 | 478 | 15.5% | $7.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $52.50万 | 0.19% | 1,539 | 1,077 | 233.1% | $36.74万 | 加仓 |
| DFIC | DIMENSIONAL TR ETF | $51.34万 | 0.19% | 13,779 | 525 | 4.0% | $1.96万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $51.25万 | 0.19% | 9,146 | 916 | 11.1% | $5.13万 | 加仓 |
| BND | VANGUARD TOTAL BOND ETF | $51.13万 | 0.19% | 6,965 | 351 | 5.3% | $2.58万 | 加仓 |
| CTAS | CINTAS CORP | $51.03万 | 0.19% | 3,000 | 230 | 8.3% | $3.91万 | 加仓 |
| XYL | XYLEM INC | $49.67万 | 0.18% | 4,202 | 239 | 6.0% | $2.82万 | 加仓 |
| EME | EMCOR GROUP INC | $49.29万 | 0.18% | 594 | 128 | 27.5% | $10.62万 | 加仓 |
| GVA | GRANITE CONSTRUCTION CO | $48.62万 | 0.18% | 3,076 | 3,076 | — | $48.62万 | 新建仓 |
| FXR | FIRST TRUST ETF | $48.43万 | 0.18% | 5,315 | 627 | 13.4% | $5.71万 | 加仓 |
| — | DIMENSIONAL TR US ETF | $48.30万 | 0.18% | 10,889 | 376 | 3.6% | $1.67万 | 加仓 |
| CL | COLGATE-PALMOLIVE CO | $47.01万 | 0.17% | 5,128 | 577 | 12.7% | $5.29万 | 加仓 |
| MRK | MERCK & CO INC NEW | $47.00万 | 0.17% | 3,656 | 1,194 | 48.5% | $15.35万 | 加仓 |
| VSS | VANGUARD INTL EQUITY ETF | $46.89万 | 0.17% | 3,039 | 60 | 2.0% | $9,257 | 加仓 |
| FXO | FIRST TRUST ETF | $46.84万 | 0.17% | 7,500 | 6,189 | 472.1% | $38.66万 | 加仓 |
| BUFD | FIRST TR VIII VEST ETF | $46.34万 | 0.17% | 15,594 | 15,594 | — | $46.34万 | 新建仓 |
| EMR | EMERSON ELECTRIC CO | $46.09万 | 0.17% | 3,218 | 343 | 11.9% | $4.91万 | 加仓 |
| AXP | AMERICAN EXPRESS COMPANY | $45.46万 | 0.17% | 1,344 | 1,213 | 926.0% | $41.03万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $45.38万 | 0.17% | 7,846 | 1,041 | 15.3% | $6.02万 | 加仓 |
| MS | MORGAN STANLEY & CO | $43.94万 | 0.16% | 2,102 | 263 | 14.3% | $5.50万 | 加仓 |
| RTX | RTX CORP | $43.46万 | 0.16% | 2,290 | 23 | 1.0% | $4,365 | 加仓 |
| VONV | VANGUARD RUSSELL ETF | $43.36万 | 0.16% | 4,079 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $41.88万 | 0.15% | 6,758 | 667 | 11.0% | $4.13万 | 加仓 |
| FRT | FEDERAL REALTY | $41.39万 | 0.15% | 3,353 | 342 | 11.4% | $4.22万 | 加仓 |
| JKHY | JACK HENRY & ASSOC INC | $41.14万 | 0.15% | 2,987 | 232 | 8.4% | $3.20万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $41.00万 | 0.15% | 4,232 | 458 | 12.1% | $4.44万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $40.95万 | 0.15% | 6,511 | 691 | 11.9% | $4.35万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS | $40.27万 | 0.15% | 3,391 | 797 | 30.7% | $9.46万 | 加仓 |
| WMB | WILLIAMS COMPANIES | $39.90万 | 0.15% | 5,367 | 3,031 | 129.8% | $22.53万 | 加仓 |
| COR | CENCORA INC | $39.84万 | 0.14% | 1,408 | 100 | 7.6% | $2.83万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $39.51万 | 0.14% | 2,414 | -116 | -4.6% | -$1.90万 | 减仓 |
| VEA | VANGUARD FTSE ETF | $39.40万 | 0.14% | 5,530 | -37 | -0.7% | -$2,636 | 减仓 |
| MLM | MARTIN MARIETTA | $39.21万 | 0.14% | 680 | -385 | -36.2% | -$22.20万 | 减仓 |
| XSD | STATE STREET SPDR ETF | $38.92万 | 0.14% | 624 | -200 | -24.3% | -$12.47万 | 重新持有 |
| PNC | PNC FINANCIAL SERVICES | $38.77万 | 0.14% | 1,574 | 356 | 29.2% | $8.77万 | 加仓 |
| FAST | FASTENAL CO | $38.67万 | 0.14% | 8,050 | 1,302 | 19.3% | $6.25万 | 加仓 |
| SPMO | INVESCO TR II ETF | $38.64万 | 0.14% | 2,392 | 2,111 | 751.2% | $34.10万 | 加仓 |
| DIS | WALT DISNEY COMPANY | $38.09万 | 0.14% | 3,955 | -214 | -5.1% | -$2.06万 | 减仓 |
| SHY | ISHARES ETF | $37.36万 | 0.14% | 4,550 | 385 | 9.2% | $3.16万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $37.28万 | 0.14% | 864 | -682 | -44.1% | -$29.43万 | 减仓 |
| VSAT | VIASAT INC | $37.16万 | 0.14% | 4,138 | 4,138 | — | $37.16万 | 新建仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $36.77万 | 0.13% | 1,213 | 42 | 3.6% | $1.27万 | 加仓 |
| — | BLACKROCK TR ISHARES ETF | $36.71万 | 0.13% | 3,659 | -3,289 | -47.3% | -$32.99万 | 减仓 |
| XLF | SELECT SECTOR SPDR ETF | $36.63万 | 0.13% | 6,833 | 447 | 7.0% | $2.40万 | 加仓 |
| ICE | INTERCONTINENTAL EXCH | $36.57万 | 0.13% | 2,971 | 257 | 9.5% | $3.16万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $36.48万 | 0.13% | 1,590 | 394 | 32.9% | $9.04万 | 加仓 |
| B | BARRICK MNG CORP | $36.19万 | 0.13% | 9,853 | 651 | 7.1% | $2.39万 | 加仓 |
| FIVE | FIVE BELOW INC | $36.15万 | 0.13% | 2,011 | 564 | 39.0% | $10.14万 | 加仓 |
| FXL | FIRST TRUST TECHNLGY ETF | $35.97万 | 0.13% | 1,656 | -43 | -2.5% | -$9,340 | 减仓 |
| CIBR | FIRST TR NASDAQ ETF | $34.94万 | 0.13% | 3,887 | 2,342 | 151.6% | $21.05万 | 加仓 |
| XLV | SELECT SECTOR SPDR ETF | $33.63万 | 0.12% | 2,118 | 323 | 18.0% | $5.13万 | 加仓 |
| RKLB | ROCKET LAB CORP | $33.44万 | 0.12% | 3,290 | 3,215 | 4,286.7% | $32.68万 | 加仓 |
| IJR | ISHARES CORE S&P ETF | $33.32万 | 0.12% | 2,246 | 86 | 4.0% | $1.28万 | 加仓 |
| NEU | NEWMARKET CORPORATION | $33.15万 | 0.12% | 419 | 119 | 39.7% | $9.41万 | 加仓 |
| DGRO | ISHARES CORE ETF | $32.78万 | 0.12% | 4,325 | 302 | 7.5% | $2.29万 | 加仓 |
| AFLG | FIRST TR EXCHANGE ETF | $32.53万 | 0.12% | 7,492 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $32.50万 | 0.12% | 1,758 | 141 | 8.7% | $2.61万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP | $32.15万 | 0.12% | 1,022 | 919 | 892.2% | $28.91万 | 加仓 |
| AEM | AGNICO EAGLE MINES | $32.05万 | 0.12% | 2,066 | -234 | -10.2% | -$3.63万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $31.07万 | 0.11% | 1,193 | 130 | 12.2% | $3.39万 | 加仓 |
| DFEM | DIMENSIONAL TR ETF | $31.03万 | 0.11% | 7,636 | 196 | 2.6% | $7,965 | 加仓 |
| JPIB | JPMORGAN ETF | $30.57万 | 0.11% | 6,321 | 394 | 6.6% | $1.91万 | 加仓 |
| ABBNY | ABB LTD -SPONS ADR | $30.25万 | 0.11% | 2,783 | 105 | 3.9% | $1.14万 | 加仓 |
| TLN | TALEN ENERGY CORP NEW | $30.09万 | 0.11% | 783 | 8 | 1.0% | $3,074 | 加仓 |
| FTHI | FIRST TR BUY WRITE ETF | $30.03万 | 0.11% | 12,593 | 552 | 4.6% | $1.32万 | 加仓 |