SPEECE THORSON CAPITAL GROUP INC
MINNETONKA MN · SEC CIK 0000900169
$4.39亿2026Q1 申报市值
38持仓数
36.2%前十大占比 · 第一大 4.7%
5 / 9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
TRMB 新建仓+$746.30万
TEX 新建仓+$642.40万
NSIT 加仓+$523.96万
FUL 新建仓+$486.80万
MAX 新建仓+$464.10万
2026Q1 卖出最多 按季末市值估算
DVA 清仓-$1,006.00万
REV GROUP INC 清仓-$693.30万
HXL 减仓-$646.58万
ARW 减仓-$633.41万
WAB 减仓-$492.39万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| DVA | DAVITA HEALTHCARE PARTNERS | $0 | 0.00% | 0 | -88,552 | -100.0% | -$1,006.00万 | 清仓 |
| — | REV GROUP INC | $0 | 0.00% | 0 | -114,016 | -100.0% | -$693.30万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -8,888 | -100.0% | -$158.70万 | 清仓 |
| MCY | MERCURY GEN CORP NEW | $0 | 0.00% | 0 | -14,586 | -100.0% | -$137.20万 | 清仓 |
| ETN | EATON CORP PLC SHS | $0 | 0.00% | 0 | -3,775 | -100.0% | -$120.20万 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -6,166 | -100.0% | -$46.60万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -14,563 | -100.0% | -$43.70万 | 清仓 |
| PGR | PROGRESSIVE CORP OHIO | $0 | 0.00% | 0 | -1,426 | -100.0% | -$32.50万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -27,094 | -100.0% | -$29.80万 | 清仓 |
| MKC | MCCORMICK & CO INC | $382.20万 | 0.87% | 75,775 | 75,775 | — | $382.20万 | 新建仓 |
| MAX | MEDIAALPHA INC | $464.10万 | 1.06% | 499,011 | 499,011 | — | $464.10万 | 新建仓 |
| FUL | FULLER H B CO | $486.80万 | 1.11% | 78,927 | 78,927 | — | $486.80万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $565.80万 | 1.29% | 84,435 | 78,191 | 1,252.3% | $523.96万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $639.80万 | 1.46% | 38,524 | -24,315 | -38.7% | -$403.82万 | 减仓 |
| TEX | TEREX CORP NEW | $642.40万 | 1.46% | 108,700 | 108,700 | — | $642.40万 | 新建仓 |
| MHK | MOHAWK INDS INC | $654.70万 | 1.49% | 66,497 | -25,555 | -27.8% | -$251.60万 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $740.10万 | 1.69% | 53,029 | -12,311 | -18.8% | -$171.82万 | 减仓 |
| TRMB | TRIMBLE INC | $746.30万 | 1.70% | 114,404 | 114,404 | — | $746.30万 | 新建仓 |
| WRB | BERKLEY W R CORP | $873.90万 | 1.99% | 131,854 | -13,008 | -9.0% | -$86.21万 | 减仓 |
| BRO | BROWN & BROWN INC | $940.00万 | 2.14% | 144,149 | -12,964 | -8.3% | -$84.54万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $946.10万 | 2.16% | 12,998 | -5,407 | -29.4% | -$393.57万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $1,029.70万 | 2.35% | 374,566 | -93,019 | -19.9% | -$255.71万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,084.20万 | 2.47% | 38,396 | -13,511 | -26.0% | -$381.51万 | 减仓 |
| ATR | APTARGROUP INC | $1,093.90万 | 2.49% | 86,801 | -7,107 | -7.6% | -$89.57万 | 减仓 |
| SJM | SMUCKER J M CO | $1,153.50万 | 2.63% | 119,610 | -9,689 | -7.5% | -$93.44万 | 减仓 |
| AZZ | AZZ INC | $1,158.90万 | 2.64% | 92,617 | -20,696 | -18.3% | -$258.97万 | 减仓 |
| LH | LABORATORY CORP AMER HLDGS | $1,169.80万 | 2.66% | 43,843 | -1,282 | -2.8% | -$34.21万 | 减仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $1,172.30万 | 2.67% | 126,996 | -21,158 | -14.3% | -$195.31万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1,271.20万 | 2.90% | 106,277 | 22,676 | 27.1% | $271.23万 | 加仓 |
| ZBH | ZIMMER HLDGS INC | $1,278.10万 | 2.91% | 141,354 | -13,824 | -8.9% | -$124.99万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,288.60万 | 2.94% | 284,459 | -22,900 | -7.5% | -$103.74万 | 减仓 |
| WAB | WABTEC CORP | $1,316.60万 | 3.00% | 52,684 | -19,703 | -27.2% | -$492.39万 | 减仓 |
| GNTX | GENTEX CORP | $1,330.60万 | 3.03% | 608,982 | -41,931 | -6.4% | -$91.62万 | 减仓 |
| MTB | M & T BANK CORP | $1,347.30万 | 3.07% | 65,175 | -8,066 | -11.0% | -$166.74万 | 减仓 |
| MSA | MSA SAFETY INC | $1,396.30万 | 3.18% | 85,165 | -7,993 | -8.6% | -$131.05万 | 减仓 |
| TTC | TORO CO | $1,403.00万 | 3.20% | 150,153 | -46,481 | -23.6% | -$434.31万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $1,417.20万 | 3.23% | 281,631 | -21,982 | -7.2% | -$110.62万 | 减仓 |
| STE | STERIS PLC SHS USD | $1,424.80万 | 3.25% | 64,431 | 12,366 | 23.8% | $273.46万 | 加仓 |
| RPM | RPM INTL INC | $1,440.90万 | 3.28% | 144,959 | -12,701 | -8.1% | -$126.25万 | 减仓 |
| ARW | ARROW ELECTRS INC | $1,449.30万 | 3.30% | 101,062 | -44,169 | -30.4% | -$633.41万 | 减仓 |
| MGEE | MGE ENERGY INC | $1,465.00万 | 3.34% | 189,547 | -6,049 | -3.1% | -$46.75万 | 减仓 |
| IEX | IDEX CORP | $1,517.90万 | 3.46% | 80,078 | -5,034 | -5.9% | -$95.42万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $1,559.40万 | 3.55% | 354,237 | -10,360 | -2.8% | -$45.61万 | 减仓 |
| SON | SONOCO PRODUCTS | $1,658.60万 | 3.78% | 306,637 | -24,970 | -7.5% | -$135.06万 | 减仓 |
| HXL | HEXCEL CORP NEW | $1,659.20万 | 3.78% | 205,013 | -79,892 | -28.0% | -$646.58万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $1,666.10万 | 3.80% | 338,636 | -19,300 | -5.4% | -$94.96万 | 减仓 |
| WTM | WHITE MOUNT INS GRP LTD | $2,064.50万 | 4.70% | 9,397 | -1,275 | -11.9% | -$280.11万 | 减仓 |