THOMPSON INVESTMENT MANAGEMENT, INC.
MADISON WI · SEC CIK 0001277279
$7.73亿2026Q1 申报市值
499持仓数
24.7%前十大占比 · 第一大 5.3%
20 / 42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
INTU 新建仓+$717.84万
CHWY 加仓+$624.93万
HQY 新建仓+$534.69万
PG 加仓+$381.46万
DIS 加仓+$346.22万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$1,784.84万
WARNER BROTHERS 减仓-$1,527.40万
LITE 减仓-$1,001.08万
ELECTRONIC ARTS 减仓-$859.11万
GLW 减仓-$663.59万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -175,742 | -100.0% | -$1,784.84万 | 清仓 |
| — | B. RILEY FINANCIAL INC SR NT 2 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$7.41万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -376 | -100.0% | -$6.92万 | 清仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -255 | -100.0% | -$6.28万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -1,523 | -100.0% | -$5.69万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC 6.7 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.00万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ET | $0 | 0.00% | 0 | -1,887 | -100.0% | -$5.00万 | 清仓 |
| — | SPIRE INC 5.9 DEP RP PFD A | $0 | 0.00% | 0 | -2,000 | -100.0% | -$4.80万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -1,113 | -100.0% | -$4.64万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -83 | -100.0% | -$4.01万 | 清仓 |
| BHC | BAUSCH HEALTH COS INC COM | $0 | 0.00% | 0 | -5,025 | -100.0% | -$3.49万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -528 | -100.0% | -$2.95万 | 清仓 |
| GPC | GENUINE PARTS CO CO | $0 | 0.00% | 0 | -225 | -100.0% | -$2.77万 | 清仓 |
| — | RAYMOND JAMES FINL INC 6.375 D | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.50万 | 清仓 |
| SHYG | ISHARES TR 0-5YR HI YL CP | $0 | 0.00% | 0 | -414 | -100.0% | -$1.77万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS INTL BD | $0 | 0.00% | 0 | -339 | -100.0% | -$1.64万 | 清仓 |
| PDBC | INVESCO ACTIVLY MANGD ETC FD T | $0 | 0.00% | 0 | -1,236 | -100.0% | -$1.64万 | 清仓 |
| MNKD | MANNKIND CORP COM NEW | $0 | 0.00% | 0 | -2,462 | -100.0% | -$1.40万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -71 | -100.0% | -$8,933 | 清仓 |
| MA | MASTERCARD INC | $0 | 0.00% | 0 | -13 | -100.0% | -$7,421 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFOLI | $0 | 0.00% | 0 | -89 | -100.0% | -$5,830 | 清仓 |
| PPL | PPL CORP COM | $0 | 0.00% | 0 | -105 | -100.0% | -$3,677 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -11 | -100.0% | -$3,564 | 清仓 |
| NUE | NUCOR CORP COM | $0 | 0.00% | 0 | -21 | -100.0% | -$3,425 | 清仓 |
| APD | AIR PRODS & CHEMS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$3,211 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -81 | -100.0% | -$3,107 | 清仓 |
| KIM | KIMCO RLTY CORP COM | $0 | 0.00% | 0 | -150 | -100.0% | -$3,040 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND | $0 | 0.00% | 0 | -50 | -100.0% | -$2,874 | 清仓 |
| NKE | NIKE INC-CL B | $0 | 0.00% | 0 | -44 | -100.0% | -$2,803 | 清仓 |
| EVRG | EVERGY INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$2,755 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$2,557 | 清仓 |
| AES | AES CORP CO | $0 | 0.00% | 0 | -177 | -100.0% | -$2,538 | 清仓 |
| PNW | PINNACLE WEST CAP CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$2,484 | 清仓 |
| TMUS | T MOBILE US INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$2,436 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -26 | -100.0% | -$2,434 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2,430 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$2,100 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -30 | -100.0% | -$1,915 | 清仓 |
| OC | OWENS CORNING NEW COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,902 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,534 | 清仓 |
| MTCH | MATCH GROUP INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$840 | 清仓 |
| — | TREES CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$351 | 清仓 |
| — | ACCESS POWER & CO INC | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | Sycamore Partners DAP Right | $0 | 0.00% | 700,977 | -2,568 | -0.4% | — | 减仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC C | $19 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC COM | $23 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES SH BEN INT | $40 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BRAND HOUSE COLLECTIVE INC | $93 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SYMBOLIC LOGIC INC | $116 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | WESTPORT FUEL SYSTEMS INC COM | $227 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | INVESCO DYNAMIC LEISURE AND EN | $232 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMO | $279 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $301 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CGROWTH CAPITAL INC | $320 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN | $360 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $394 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC. | $481 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $491 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $553 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $566 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | CRESCO LABS INC SUB VTG SHS | $631 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $667 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | HIGHLANDS REIT INC COM | $738 | 0.00% | 7,184 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO COM | $754 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC. | $755 | 0.00% | 220 | -100 | -31.2% | -$343 | 减仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD II | $766 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $835 | 0.00% | 21 | 21 | — | $835 | 新建仓 |
| ASIX | ADVANSIX INC COM | $976 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $1,028 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC COM | $1,108 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC COM | $1,123 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1,297 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP COM | $1,314 | 0.00% | 4 | -3 | -42.9% | -$986 | 减仓 |
| INMD | INMODE LTD SHS | $1,368 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DOLPHIN ENTMT INC | $1,470 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1,542 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD AD | $1,700 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CL A | $1,708 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1,802 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1,850 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SUN SILVER LTD | $1,870 | 0.00% | 2,000 | 2,000 | — | $1,870 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1,973 | 0.00% | 132 | -65 | -33.0% | -$972 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW COM NEW | $1,975 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,978 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $2,109 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $2,151 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $2,327 | 0.00% | 28 | 28 | — | $2,327 | 新建仓 |
| TRV | TRAVELERS COMPANIES COM | $2,333 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD | $2,343 | 0.00% | 642 | -2,552 | -79.9% | -$9,314 | 减仓 |
| — | DULUTH HLDGS INC COM CL B | $2,528 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $2,533 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC COM NEW | $2,912 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $3,110 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3,166 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $3,198 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | SIGNATURE BK NEW YORK N Y 5 DE | $3,250 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3,265 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $3,340 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| D | DOMINION RES INC/VA | $3,462 | 0.00% | 56 | 0 | 0.0% | — | 不变 |