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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP CL A | $2.78万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO COM | $2.75万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TPHD | TIMOTHY PLAN ETF | $2.75万 | 0.01% | 650 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES ETF | $2.74万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.73万 | 0.01% | 2,531 | -5,209 | -67.3% | -$5.62万 | 减仓 |
| — | FIRST TRUST | $2.72万 | 0.01% | 2,478 | -7,977 | -76.3% | -$8.77万 | 减仓 |
| CCI | CROWN CASTLE INC | $2.72万 | 0.01% | 359 | 12 | 3.5% | $909 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.70万 | 0.01% | 53 | -89 | -62.7% | -$4.53万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $2.70万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR TR ETF | $2.69万 | 0.01% | 511 | 0 | 0.0% | — | 重新持有 |
| SITM | SITIME CORP | $2.68万 | 0.01% | 36 | 6 | 20.0% | $4,473 | 加仓 |
| ONEQ | FIDELITY NASDAQ ETF | $2.68万 | 0.01% | 260 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TR ETF | $2.67万 | 0.01% | 801 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL TR ETF | $2.65万 | 0.01% | 757 | 757 | — | $2.65万 | 新建仓 |
| — | FIRST TRUST | $2.65万 | 0.01% | 2,485 | -12,005 | -82.9% | -$12.79万 | 减仓 |
| — | FIRST TRUST | $2.64万 | 0.01% | 2,318 | -2,863 | -55.3% | -$3.26万 | 减仓 |
| GDDY | GODADDY INC CLASS A | $2.64万 | 0.01% | 311 | 35 | 12.7% | $2,971 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.61万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $2.60万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR VIII FT ETF | $2.60万 | 0.01% | 1,189 | 206 | 21.0% | $4,499 | 加仓 |
| RY | ROYAL BANK CANADA | $2.59万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.58万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES ETF | $2.57万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| SJM | J M SMUCKER CO | $2.55万 | 0.01% | 227 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.55万 | 0.01% | 2,230 | -9,199 | -80.5% | -$10.52万 | 减仓 |
| — | GUGGENHEIM | $2.54万 | 0.01% | 1,940 | -2,387 | -55.2% | -$3.12万 | 减仓 |
| BRO | BROWN AND BROWN INC COM | $2.52万 | 0.01% | 393 | -6,962 | -94.7% | -$44.66万 | 减仓 |
| PCEF | INVESCO TR II ETF | $2.51万 | 0.01% | 1,237 | 1,237 | — | $2.51万 | 新建仓 |
| VDE | VANGUARD ENERGY ETF | $2.51万 | 0.01% | 167 | -49 | -22.7% | -$7,364 | 减仓 |
| — | HUNTINGTN BANCSHARES PFD | $2.51万 | 0.01% | 1,000 | 0 | 0.0% | — | 重新持有 |
| TPC | TUTOR PERINI CORP | $2.49万 | 0.01% | 300 | -500 | -62.5% | -$4.15万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $2.48万 | 0.01% | 1,173 | 66 | 6.0% | $1,395 | 加仓 |
| TTE | TOTALENERGIES SE | $2.46万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $2.44万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIO LP | $2.43万 | 0.01% | 2,010 | -5,517 | -73.3% | -$6.67万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS INC | $2.42万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM | $2.42万 | 0.01% | 1,943 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS | $2.40万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC NEW | $2.39万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR PORTFOLIO ETF | $2.39万 | 0.01% | 474 | -8 | -1.7% | -$403 | 减仓 |
| PPL | PPL CORPORATION | $2.39万 | 0.01% | 657 | 148 | 29.1% | $5,378 | 加仓 |
| — | FIRST TRUST PORTFOLIO LP | $2.37万 | 0.01% | 1,887 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $2.36万 | 0.01% | 172 | -45 | -20.7% | -$6,162 | 减仓 |
| — | FIRST TRUST PORTFOLIO LP | $2.35万 | 0.01% | 1,564 | 1,564 | — | $2.35万 | 新建仓 |
| DEUS | XTRACKERS RUSSELL ETF | $2.35万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2.35万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS ETF | $2.34万 | 0.01% | 535 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $2.32万 | 0.01% | 209 | 199 | 1,990.0% | $2.21万 | 加仓 |
| LITE | LUMENTUM HOLDINGS INC | $2.32万 | 0.01% | 27 | -112 | -80.6% | -$9.61万 | 减仓 |
| DBSDY | DBS GROUP HOLDINGS | $2.31万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP NEW | $2.31万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $2.29万 | 0.01% | 396 | -6,894 | -94.6% | -$39.81万 | 减仓 |
| MZTI | MARZETTI COMPANY | $2.28万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR VIII ETF | $2.28万 | 0.01% | 390 | 0 | 0.0% | — | 重新持有 |
| HGER | HARBOR TR ETF | $2.28万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHS | $2.27万 | 0.01% | 355 | 318 | 859.5% | $2.04万 | 加仓 |
| NVO | NOVO NORDISK A S ADR | $2.26万 | 0.01% | 472 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $2.24万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER WORKS CO | $2.22万 | 0.01% | 169 | -10 | -5.6% | -$1,316 | 减仓 |
| — | FIRST TRUST | $2.21万 | 0.01% | 2,074 | 2,074 | — | $2.21万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $2.20万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $2.20万 | 0.01% | 2,003 | -6,119 | -75.3% | -$6.73万 | 减仓 |
| — | BABCOCK & WILCX 7.75 PFD | $2.20万 | 0.01% | 1,000 | 1,000 | — | $2.20万 | 新建仓 |
| — | FIRST TRUST | $2.18万 | 0.01% | 1,232 | -38,736 | -96.9% | -$68.66万 | 减仓 |
| SPEM | SPDR PORTFOLIO ETF | $2.16万 | 0.01% | 418 | -26 | -5.9% | -$1,346 | 减仓 |
| DOC | HEALTHPEAK PPTYS INC | $2.15万 | 0.01% | 1,003 | -29 | -2.8% | -$621 | 减仓 |
| — | FIRST TRUST | $2.14万 | 0.01% | 2,134 | 2,134 | — | $2.14万 | 新建仓 |
| SPLV | INVESCO TR II ETF | $2.13万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE ETF | $2.11万 | 0.01% | 256 | 89 | 53.3% | $7,350 | 加仓 |
| CARR | CARRIER GLOBAL CORP | $2.09万 | 0.01% | 285 | 16 | 5.9% | $1,174 | 加仓 |
| FTXO | FIRST TR EXCHANGE ETF | $2.07万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD | $2.05万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $2.05万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETF | $2.04万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES ETF | $2.04万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SUI | SUN COMMUNITIES INC | $2.04万 | 0.01% | 170 | -13 | -7.1% | -$1,559 | 减仓 |
| FROG | JFROG LTD | $2.04万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY | $2.03万 | 0.01% | 1,651 | -1,526 | -48.0% | -$1.88万 | 重新持有 |
| WTRG | ESSENTIAL UTILS INC | $2.03万 | 0.01% | 530 | 5 | 1.0% | $192 | 加仓 |
| CME | CME GROUP INC | $2.03万 | 0.01% | 92 | 21 | 29.6% | $4,635 | 加仓 |
| — | FIRST TRUST | $2.02万 | 0.01% | 1,981 | 1,981 | — | $2.02万 | 新建仓 |
| NWG | NATWEST GRP PLC ADR | $2.00万 | 0.01% | 1,137 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $2.00万 | 0.01% | 1,115 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST INC | $1.98万 | 0.01% | 68 | -10 | -12.8% | -$2,916 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1.98万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES ETF | $1.97万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY JUNIOR SILVR ETF | $1.97万 | 0.01% | 760 | -10,689 | -93.4% | -$27.71万 | 减仓 |
| VAW | VANGUARD MATERIALS ETF | $1.97万 | 0.01% | 86 | -34 | -28.3% | -$7,778 | 减仓 |
| GLBE | GLOBAL-E ONLINE LTD | $1.96万 | 0.01% | 563 | 0 | 0.0% | — | 不变 |
| — | LUCKIN COFFEE INC | $1.94万 | 0.01% | 700 | 7 | 1.0% | $194 | 重新持有 |
| NRGV | ENERGY VAULT HLDGS INC | $1.94万 | 0.01% | 4,111 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN GOLD ETF | $1.91万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON ETF | $1.91万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| — | INDUSTRIA DE DISENO ADR | $1.90万 | 0.01% | 1,204 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST PORTFOLIO LP | $1.90万 | 0.01% | 1,701 | -7,000 | -80.5% | -$7.80万 | 减仓 |
| VNQ | VANGUARD INDEX FDS ETF | $1.89万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORPORATE | $1.88万 | 0.01% | 1,072 | 1,072 | — | $1.88万 | 新建仓 |
| — | FIRST TRUST | $1.88万 | 0.01% | 1,553 | 1,553 | — | $1.88万 | 新建仓 |
| IYF | ISHARES ETF | $1.85万 | 0.01% | 145 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $1.85万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |