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 |
|---|---|---|---|---|---|---|---|---|
| — | EMP DISTRIB Y | $4.40万 | 0.02% | 1,761 | 80 | 4.8% | $1,997 | 加仓 |
| STEW | SRH TOTAL RETURN FUND | $4.39万 | 0.02% | 2,452 | 101 | 4.3% | $1,808 | 加仓 |
| RGA | REINSURANCE GROUP OF | $4.36万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $4.27万 | 0.02% | 562 | 0 | 0.0% | — | 不变 |
| PSK | STATE STREET SPDR ETF | $4.25万 | 0.02% | 1,393 | -192 | -12.1% | -$5,861 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $4.21万 | 0.02% | 358 | 358 | — | $4.21万 | 新建仓 |
| STZ | CONSTELLATION BRANDS | $4.20万 | 0.02% | 302 | 0 | 0.0% | — | 不变 |
| — | BFC CAPITAL TRUST II | $4.14万 | 0.02% | 1,586 | 0 | 0.0% | — | 重新持有 |
| TOL | TOLL BROTHERS | $4.12万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | ROLLS ROYCE HOLDING PLC | $4.10万 | 0.01% | 2,128 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA SELECT ETF | $4.06万 | 0.01% | 1,000 | 1,000 | — | $4.06万 | 新建仓 |
| THO | THOR INDUSTRIES | $4.04万 | 0.01% | 538 | -442 | -45.1% | -$3.32万 | 减仓 |
| AVY | AVERY DENNISON CORP | $4.01万 | 0.01% | 247 | 247 | — | $4.01万 | 新建仓 |
| UNM | UNUM GROUP | $3.98万 | 0.01% | 445 | 30 | 7.2% | $2,683 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF | $3.97万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC SPONSORED ADR | $3.93万 | 0.01% | 1,542 | 76 | 5.2% | $1,937 | 加仓 |
| DASH | DOORDASH INC | $3.91万 | 0.01% | 212 | -1,257 | -85.6% | -$23.19万 | 减仓 |
| — | ISHARES MSCI BIC ETF | $3.87万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESEARCH SYSTEMS | $3.84万 | 0.01% | 167 | 32 | 23.7% | $7,362 | 加仓 |
| SLYV | STATE STREET SPDR ETF | $3.82万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE STORES INC | $3.81万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC | $3.80万 | 0.01% | 556 | 556 | — | $3.80万 | 新建仓 |
| — | FIRST TRUST PORTFOLIO LP | $3.76万 | 0.01% | 3,477 | -33,295 | -90.5% | -$36.00万 | 减仓 |
| BX | BLACKSTONE GROUP INC | $3.75万 | 0.01% | 319 | -33 | -9.4% | -$3,883 | 减仓 |
| PAC | GRUPO AEROPORTUARIO | $3.75万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| GEF/B | GREIF INC CL B | $3.74万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $3.72万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE | $3.70万 | 0.01% | 776 | -58 | -7.0% | -$2,765 | 减仓 |
| — | WARNER BROS | $3.68万 | 0.01% | 1,380 | 64 | 4.9% | $1,708 | 加仓 |
| IWF | ISHARES TR ETF | $3.68万 | 0.01% | 296 | -160 | -35.1% | -$1.99万 | 减仓 |
| MDYG | STATE STREET SPDR ETF | $3.67万 | 0.01% | 327 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $3.65万 | 0.01% | 135 | 135 | — | $3.65万 | 新建仓 |
| RBLX | ROBLOX CORP | $3.64万 | 0.01% | 670 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES EDGE MSCI ETF | $3.64万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA CO | $3.62万 | 0.01% | 1,067 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES IN | $3.60万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE | $3.58万 | 0.01% | 1,734 | 1,734 | — | $3.58万 | 新建仓 |
| SLYG | STATE STREET SPDR ETF | $3.57万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR ETF | $3.55万 | 0.01% | 616 | 50 | 8.8% | $2,883 | 加仓 |
| — | AAM | $3.52万 | 0.01% | 3,073 | 3,073 | — | $3.52万 | 新建仓 |
| — | KEYCORP PERP PFD | $3.49万 | 0.01% | 1,400 | 0 | 0.0% | — | 重新持有 |
| CBRE | CBRE GROUP INC CLASS A | $3.49万 | 0.01% | 259 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND | $3.48万 | 0.01% | 697 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $3.48万 | 0.01% | 3,048 | 44 | 1.5% | $503 | 重新持有 |
| GATX | GATX CORP | $3.47万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $3.46万 | 0.01% | 2,705 | 2,705 | — | $3.46万 | 新建仓 |
| AMBA | AMBARELLA INC | $3.43万 | 0.01% | 400 | 400 | — | $3.43万 | 新建仓 |
| BNY | BANK NEW YORK MELLON | $3.41万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $3.40万 | 0.01% | 2,559 | -1,792 | -41.2% | -$2.38万 | 减仓 |
| WTW | WILLIS TOWERS WATSON | $3.40万 | 0.01% | 130 | 10 | 8.3% | $2,614 | 加仓 |
| IVW | ISHARES S&P 500 ETF | $3.38万 | 0.01% | 246 | 225 | 1,071.4% | $3.09万 | 加仓 |
| FEGE | RBB FD TR ETF | $3.38万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS INC | $3.37万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE | $3.34万 | 0.01% | 900 | 200 | 28.6% | $7,424 | 重新持有 |
| VPU | VANGUARD UTILITIES ETF | $3.33万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $3.32万 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GRP NV | $3.31万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE ETF | $3.31万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OHIO | $3.30万 | 0.01% | 151 | 0 | 0.0% | — | 不变 |
| — | NINTENDO LTD ADR | $3.25万 | 0.01% | 3,100 | 1,000 | 47.6% | $1.05万 | 加仓 |
| CACI | CACI INTL INC CLASS A | $3.24万 | 0.01% | 70 | 70 | — | $3.24万 | 新建仓 |
| BCS | BARCLAYS PLC ADR | $3.22万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $3.21万 | 0.01% | 1,485 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY COMMUNITIES | $3.21万 | 0.01% | 170 | 13 | 8.3% | $2,452 | 加仓 |
| SAP | SAP SE-SPONSORED ADR | $3.21万 | 0.01% | 208 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $3.20万 | 0.01% | 387 | 357 | 1,190.0% | $2.95万 | 加仓 |
| BSV | VANGUARD SHORT TERM ETF | $3.19万 | 0.01% | 410 | 20 | 5.1% | $1,558 | 加仓 |
| CF | CF INDUSTRIES HOLDINGS | $3.19万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $3.18万 | 0.01% | 80 | -667 | -89.3% | -$26.52万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL | $3.18万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J GALLAGHER & CO | $3.17万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD ETF | $3.14万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $3.13万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS LLC | $3.11万 | 0.01% | 93 | -10 | -9.7% | -$3,348 | 减仓 |
| — | FIRST TR VIII ETF | $3.10万 | 0.01% | 1,320 | 1,320 | — | $3.10万 | 新建仓 |
| INTU | INTUIT INC | $3.09万 | 0.01% | 117 | -569 | -82.9% | -$15.02万 | 减仓 |
| CRM | SALESFORCE INC | $3.06万 | 0.01% | 195 | -288 | -59.6% | -$4.51万 | 减仓 |
| FYC | FIRST TRUST ETF | $3.04万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINANCIAL | $3.03万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $3.02万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN ETF | $3.02万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $3.02万 | 0.01% | 350 | 200 | 133.3% | $1.73万 | 加仓 |
| NTR | NUTRIEN LTD | $3.02万 | 0.01% | 479 | 436 | 1,014.0% | $2.74万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 | $3.01万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINANCIAL | $3.00万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| — | ADVISORS ASSET MGMT | $2.99万 | 0.01% | 2,612 | 2,612 | — | $2.99万 | 新建仓 |
| TROW | T ROWE PRICE GROUP INC | $2.99万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $2.98万 | 0.01% | 57 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $2.95万 | 0.01% | 297 | 77 | 35.0% | $7,644 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2.94万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $2.93万 | 0.01% | 2,174 | 49 | 2.3% | $660 | 加仓 |
| SNA | SNAP-ON INC | $2.90万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STATES LIME & | $2.88万 | 0.01% | 275 | -3,346 | -92.4% | -$35.02万 | 减仓 |
| — | UNICREDIT SPA UNSPON ADR | $2.86万 | 0.01% | 640 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2.86万 | 0.01% | 670 | 57 | 9.3% | $2,434 | 加仓 |
| NVS | NOVARTIS AG | $2.82万 | 0.01% | 180 | 17 | 10.4% | $2,664 | 加仓 |
| PEN | PENUMBRA INC | $2.81万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION ETF | $2.79万 | 0.01% | 233 | -79 | -25.3% | -$9,475 | 减仓 |
| AUR | AURORA INNOVATION INC | $2.79万 | 0.01% | 4,095 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS ETF | $2.79万 | 0.01% | 1,513 | 913 | 152.2% | $1.68万 | 加仓 |