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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE | $15.39万 | 0.06% | 378 | 357 | 1,700.0% | $14.54万 | 重新持有 |
| — | FIRST TRUST | $15.04万 | 0.06% | 14,473 | 14,139 | 4,233.2% | $14.70万 | 加仓 |
| INTC | INTEL CORP | $14.83万 | 0.06% | 3,361 | 127 | 3.9% | $5,604 | 加仓 |
| — | FIRST TRUST | $14.83万 | 0.06% | 14,087 | 14,087 | — | $14.83万 | 新建仓 |
| CGMM | CAPITAL GRP EQUITY ETF | $14.69万 | 0.06% | 5,003 | 1,235 | 32.8% | $3.63万 | 加仓 |
| CRWV | COREWEAVE INC | $14.67万 | 0.06% | 1,894 | 352 | 22.8% | $2.73万 | 加仓 |
| — | INVESTMENT MANAGERS ETF | $14.63万 | 0.06% | 7,610 | 5,201 | 215.9% | $10.00万 | 加仓 |
| — | FIRST TRUST | $14.58万 | 0.06% | 14,490 | 12,005 | 483.1% | $12.08万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $14.57万 | 0.06% | 406 | -24 | -5.6% | -$8,612 | 减仓 |
| NEM | NEWMONT CORP | $14.56万 | 0.06% | 1,345 | -1,143 | -45.9% | -$12.37万 | 减仓 |
| — | FIRST TRUST | $14.33万 | 0.06% | 13,613 | 13,613 | — | $14.33万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $14.21万 | 0.06% | 12,194 | 8,211 | 206.2% | $9.57万 | 加仓 |
| — | BANK MONTREAL QUE ETN | $14.08万 | 0.06% | 699 | 180 | 34.7% | $3.62万 | 加仓 |
| — | ADVISORS ASSET MGMT | $14.05万 | 0.06% | 12,597 | 11,441 | 989.7% | $12.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $13.99万 | 0.06% | 2,787 | -1,281 | -31.5% | -$6.43万 | 减仓 |
| VBR | VANGUARD SMALL CAP V ETF | $13.89万 | 0.06% | 639 | -599 | -48.4% | -$13.02万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE AND | $13.84万 | 0.06% | 6,250 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $13.74万 | 0.06% | 244 | -11 | -4.3% | -$6,196 | 减仓 |
| SRE | SEMPRA ENERGY | $13.71万 | 0.06% | 1,411 | -1,046 | -42.6% | -$10.16万 | 减仓 |
| VTWO | VANGUARD RUSSELL ETF | $13.67万 | 0.06% | 1,365 | 1,365 | — | $13.67万 | 新建仓 |
| SIEGY | SIEMENS A G - ADR | $13.58万 | 0.06% | 1,114 | -49 | -4.2% | -$5,971 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS | $13.56万 | 0.06% | 488 | 6 | 1.2% | $1,667 | 加仓 |
| HAL | HALLIBURTON COMPANY | $13.45万 | 0.06% | 3,451 | -471 | -12.0% | -$1.84万 | 减仓 |
| PM | PHILIP MORRIS | $13.29万 | 0.05% | 804 | 104 | 14.9% | $1.72万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $13.10万 | 0.05% | 619 | -61 | -9.0% | -$1.29万 | 减仓 |
| MTZ | MASTEC INC | $13.09万 | 0.05% | 407 | 407 | — | $13.09万 | 新建仓 |
| — | FIRST TRUST PORTFOLIO LP | $13.06万 | 0.05% | 13,407 | 13,407 | — | $13.06万 | 新建仓 |
| AMLP | ALPS TR ETF | $12.94万 | 0.05% | 2,458 | 21 | 0.9% | $1,106 | 加仓 |
| IAG | IAMGOLD CORPORATION | $12.87万 | 0.05% | 6,840 | 3,387 | 98.1% | $6.37万 | 加仓 |
| EQT | EQT CORP | $12.86万 | 0.05% | 2,020 | -5 | -0.2% | -$318 | 减仓 |
| MYRG | MYR GROUP INC./DELAWARE | $12.73万 | 0.05% | 451 | 451 | — | $12.73万 | 新建仓 |
| — | INVESCO | $12.65万 | 0.05% | 14,164 | 14,164 | — | $12.65万 | 新建仓 |
| AON | AON PLC | $12.62万 | 0.05% | 391 | 0 | 0.0% | — | 不变 |
| — | ADVISORS ASSET MGMT | $12.62万 | 0.05% | 12,833 | 12,833 | — | $12.62万 | 新建仓 |
| — | GUGGENHEIM | $12.42万 | 0.05% | 11,204 | 11,204 | — | $12.42万 | 新建仓 |
| VBK | VANGUARD SMALL CAP ETF | $12.42万 | 0.05% | 411 | -150 | -26.7% | -$4.53万 | 减仓 |
| RWL | INVESCO TR II ETF | $12.38万 | 0.05% | 1,077 | -317 | -22.7% | -$3.64万 | 减仓 |
| SMH | VANECK VECTORS TR ETF | $12.16万 | 0.05% | 317 | -312 | -49.6% | -$11.97万 | 减仓 |
| — | GUGGENHEIM | $12.11万 | 0.05% | 11,287 | 11,287 | — | $12.11万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $12.09万 | 0.05% | 1,253 | -600 | -32.4% | -$5.79万 | 减仓 |
| NUGT | DIREXION SHS TR ETF | $12.09万 | 0.05% | 642 | -1,028 | -61.6% | -$19.35万 | 减仓 |
| SONY | SONY GROUP CORP NEW ADR | $11.99万 | 0.05% | 5,791 | -1,485 | -20.4% | -$3.07万 | 减仓 |
| AEP | AMERICAN ELECTRIC POWER | $11.97万 | 0.05% | 913 | -12 | -1.3% | -$1,573 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $11.92万 | 0.05% | 13,852 | 13,852 | — | $11.92万 | 新建仓 |
| SBUX | STARBUCKS CORP | $11.68万 | 0.05% | 1,304 | 307 | 30.8% | $2.75万 | 加仓 |
| — | FIRST TRUST | $11.50万 | 0.05% | 11,429 | 9,201 | 413.0% | $9.26万 | 加仓 |
| EBAY | EBAY INC | $11.34万 | 0.05% | 1,246 | -98 | -7.3% | -$8,920 | 减仓 |
| XLP | SELECT SECTOR SPDR ETF | $11.34万 | 0.05% | 1,383 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN TR NASDAQ ETF | $11.32万 | 0.05% | 2,038 | 2 | 0.1% | $111 | 加仓 |
| — | ADVISORS ASSET MGMT | $11.23万 | 0.05% | 11,578 | 11,578 | — | $11.23万 | 新建仓 |
| ORLY | O'REILLY AUTOMOTIVE INC | $11.22万 | 0.05% | 1,215 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX & ETF | $11.13万 | 0.05% | 1,021 | -172 | -14.4% | -$1.87万 | 减仓 |
| — | FIRST TRUST | $11.09万 | 0.05% | 10,942 | 3,332 | 43.8% | $3.38万 | 加仓 |
| CIEN | CIENA CORP | $11.03万 | 0.05% | 284 | 284 | — | $11.03万 | 新建仓 |
| HSY | HERSHEY COMPANY | $10.98万 | 0.05% | 528 | -626 | -54.2% | -$13.01万 | 减仓 |
| — | FIRST TRUST DOW JONE ETF | $10.98万 | 0.05% | 469 | 469 | — | $10.98万 | 新建仓 |
| AIRR | FIRST TR RBA ETF | $10.93万 | 0.05% | 987 | -20 | -2.0% | -$2,216 | 减仓 |
| NAIL | DIREXION SHS TR ETF | $10.90万 | 0.05% | 2,873 | 2,873 | — | $10.90万 | 新建仓 |
| FELC | FIDELITY COVINGTON ETF | $10.88万 | 0.04% | 3,000 | 3,000 | — | $10.88万 | 新建仓 |
| NUE | NUCOR CORP | $10.86万 | 0.04% | 642 | -140 | -17.9% | -$2.37万 | 减仓 |
| — | FIRST TRUST | $10.84万 | 0.04% | 10,455 | 7,977 | 321.9% | $8.27万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $10.83万 | 0.04% | 518 | -94 | -15.4% | -$1.96万 | 减仓 |
| ETR | ENTERGY CORP NEW | $10.61万 | 0.04% | 944 | -346 | -26.8% | -$3.89万 | 减仓 |
| SPG | SIMON PROPERTY GROUP | $10.60万 | 0.04% | 568 | -40 | -6.6% | -$7,467 | 减仓 |
| — | DIREXION SHS TR ETF | $10.59万 | 0.04% | 2,038 | 1,729 | 559.5% | $8.98万 | 重新持有 |
| — | FIRST TRUST | $10.58万 | 0.04% | 9,912 | 9,912 | — | $10.58万 | 新建仓 |
| — | ADVISORS ASSET MGMT | $10.58万 | 0.04% | 9,538 | 9,538 | — | $10.58万 | 新建仓 |
| — | FIRST TRUST PORTFLIOS LP | $10.54万 | 0.04% | 8,205 | 6,959 | 558.5% | $8.94万 | 加仓 |
| TYG | TORTOISE ENERGY | $10.47万 | 0.04% | 2,100 | 0 | 0.0% | — | 不变 |
| TFI | STATE STREET SPDR ETF | $10.42万 | 0.04% | 2,299 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INCORPORATED | $10.32万 | 0.04% | 3,673 | 77 | 2.1% | $2,163 | 加仓 |
| GILD | GILEAD SCIENCES INC | $10.31万 | 0.04% | 740 | -24 | -3.1% | -$3,345 | 减仓 |
| CNQ | CANADIAN NATURAL | $10.25万 | 0.04% | 2,103 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $10.18万 | 0.04% | 1,105 | -7,021 | -86.4% | -$64.67万 | 减仓 |
| — | FIRST TRUST | $10.17万 | 0.04% | 9,912 | 9,912 | — | $10.17万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR ETF | $10.15万 | 0.04% | 2,075 | 2,075 | — | $10.15万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS ETF | $9.98万 | 0.04% | 2,000 | 2,000 | — | $9.98万 | 新建仓 |
| FDL | FIRST TRUST MORNNGSTRETF | $9.96万 | 0.04% | 1,961 | 180 | 10.1% | $9,144 | 加仓 |
| JPST | JPMORGAN ETF | $9.95万 | 0.04% | 1,966 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR ETF | $9.94万 | 0.04% | 897 | -2,687 | -75.0% | -$29.79万 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $9.89万 | 0.04% | 10,129 | 10,129 | — | $9.89万 | 新建仓 |
| — | FIRST TRUST | $9.88万 | 0.04% | 9,912 | 9,912 | — | $9.88万 | 新建仓 |
| — | INVESCO | $9.84万 | 0.04% | 11,011 | 11,011 | — | $9.84万 | 新建仓 |
| GM | GENERAL MOTORS CO | $9.83万 | 0.04% | 1,318 | 2 | 0.2% | $149 | 加仓 |
| — | PROSHARES TR II ETF | $9.81万 | 0.04% | 4,359 | 4,359 | — | $9.81万 | 新建仓 |
| D | DOMINION ENERGY INC | $9.81万 | 0.04% | 1,586 | -445 | -21.9% | -$2.75万 | 减仓 |
| LITE | LUMENTUM HOLDINGS INC | $9.77万 | 0.04% | 139 | 139 | — | $9.77万 | 新建仓 |
| — | FIRST TRUST | $9.74万 | 0.04% | 10,044 | 10,044 | — | $9.74万 | 新建仓 |
| — | FIRST TRUST PORTFOLIO LP | $9.73万 | 0.04% | 9,988 | 9,988 | — | $9.73万 | 新建仓 |
| CIBR | FIRST TR NASDAQ ETF | $9.69万 | 0.04% | 1,545 | -5,807 | -79.0% | -$36.43万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $9.69万 | 0.04% | 142 | -44 | -23.7% | -$3.00万 | 减仓 |
| DINO | HF SINCLAIR CORP | $9.66万 | 0.04% | 1,548 | -764 | -33.0% | -$4.77万 | 减仓 |
| — | PROSHARES TR ETF | $9.60万 | 0.04% | 1,276 | 1,276 | — | $9.60万 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB | $9.59万 | 0.04% | 1,580 | -207 | -11.6% | -$1.26万 | 减仓 |
| — | GUGGENHEIM | $9.58万 | 0.04% | 9,516 | 9,516 | — | $9.58万 | 新建仓 |
| COHR | COHERENT CORP | $9.53万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR ETF | $9.47万 | 0.04% | 2,273 | 208 | 10.1% | $8,669 | 加仓 |
| — | FIRST TRUST | $9.42万 | 0.04% | 9,361 | 9,361 | — | $9.42万 | 新建仓 |
| — | AAM | $9.39万 | 0.04% | 9,833 | 9,833 | — | $9.39万 | 新建仓 |
| PBF | PBF ENERGY INC | $9.38万 | 0.04% | 1,970 | -521 | -20.9% | -$2.48万 | 减仓 |