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 |
|---|---|---|---|---|---|---|---|---|
| OII | OCEANEERING INTL INC COM | $3,724 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $4,067 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $4,079 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ASHFORD HOSPITALITY TR INC 7.5 | $4,305 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS A G SPONSORED ADR | $4,735 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $4,829 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $5,170 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | CHS INC PFD 8 | $5,177 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE | $5,232 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL EST FIN INC C | $5,280 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP CO | $5,294 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOME | $5,381 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $5,392 | 0.00% | 100 | 100 | — | $5,392 | 新建仓 |
| PSX | PHILLIPS 66 COM | $5,465 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $5,596 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM | $5,755 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $5,779 | 0.00% | 10 | 10 | — | $5,779 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $6,022 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TRUS | $6,080 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | ACCELLERON INDS LTD UNSPONSORE | $6,259 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR US HLTHCR PR ETF | $6,277 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE - CL B | $6,296 | 0.00% | 64 | -53 | -45.3% | -$5,214 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR US SML C | $6,960 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS VG TL INTL S | $7,094 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $7,838 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $7,872 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS MCAP GR IDX | $7,978 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $8,104 | 0.00% | 74 | -40 | -35.1% | -$4,381 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL IN | $8,580 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $8,620 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER | $8,913 | 0.00% | 68 | -34 | -33.3% | -$4,456 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.01万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | NI HLDGS INC COM | $1.01万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.05万 | 0.00% | 80 | 36 | 81.8% | $4,714 | 加仓 |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP | $1.06万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $1.08万 | 0.00% | 41 | -167 | -80.3% | -$4.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $1.08万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC | $1.08万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $1.09万 | 0.00% | 575 | 575 | — | $1.09万 | 新建仓 |
| CC | CHEMOURS CO COM | $1.10万 | 0.00% | 500 | -40 | -7.4% | -$881 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II S | $1.11万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $1.18万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH | $1.18万 | 0.00% | 92 | 92 | — | $1.18万 | 新建仓 |
| — | ABERDEEN INDIA FD INC COM | $1.22万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $1.23万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY | $1.24万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $1.25万 | 0.00% | 340 | 340 | — | $1.25万 | 新建仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $1.29万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MIDCAP VALUE E | $1.34万 | 0.00% | 92 | 92 | — | $1.34万 | 新建仓 |
| — | ISHARES GLOBAL TIMBER & FOREST | $1.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $1.47万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR DJ US TECH SEC | $1.49万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO P L C SPON ADR NEW | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.57万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO CL A | $1.61万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INC | $1.62万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| — | DTE ENERGY CO CAL DEB 80 | $1.63万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $1.66万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO 4.20 NT S20C 60 | $1.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | HUNTINGTON BANCSHARES INC 4.50 | $1.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.72万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY 4.250 DP PFD O | $1.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $1.73万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $1.78万 | 0.00% | 975 | 10 | 1.0% | $183 | 加仓 |
| SLQD | ISHARES TR 0-5YR INVT GR CP | $1.79万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $1.86万 | 0.00% | 60 | -12 | -16.7% | -$3,714 | 减仓 |
| VB | VANGUARD INDEX FDS SMALL CP ET | $1.86万 | 0.00% | 71 | 1 | 1.4% | $262 | 加仓 |
| VICI | VICI PPTYS INC COM | $1.87万 | 0.00% | 683 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX | $1.89万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $1.91万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | IMPACT SHS TR I NAACP MINO ETF | $1.91万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.95万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | WISCONSIN ELEC PWR CO PFD 3.60 | $1.97万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ALLSTATE CORP 5.1 DP SH PFD H | $1.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2.00万 | 0.00% | 75 | -19 | -20.2% | -$5,054 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $2.05万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP DEP SHS RP P | $2.07万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY FOODS CORP | $2.08万 | 0.00% | 100 | -75 | -42.9% | -$1.56万 | 减仓 |
| — | ASPEN INSURANCE HOLDINGS LTD D | $2.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | FIRST CTZNS BANCSHARES INC DEL | $2.16万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR EAFE SML CP ETF | $2.16万 | 0.00% | 276 | 276 | — | $2.16万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTL | $2.19万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.21万 | 0.00% | 290 | -4 | -1.4% | -$305 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG UNIT LT | $2.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI AND COMPANY | $2.30万 | 0.00% | 25 | -7 | -21.9% | -$6,438 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $2.32万 | 0.00% | 506 | -38 | -7.0% | -$1,740 | 减仓 |
| — | WEBSTER FINL CORP 6.50 CUM PFD | $2.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2.35万 | 0.00% | 2,602 | -1,982 | -43.2% | -$1.79万 | 减仓 |
| GLD | SPDR GOLD TRUST | $2.37万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC COM | $2.37万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| — | STIFEL FINL CORP DEP RP SHS PF | $2.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST BLOMBRG BRC | $2.42万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC. | $2.45万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | OLD NATL BANCORP IND DP NC PPF | $2.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD ADR | $2.47万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| — | US BANCORP DEL DEP PERP PFD K | $2.58万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $2.60万 | 0.00% | 267 | 267 | — | $2.60万 | 新建仓 |
| — | KEYCORP DEP SHS PFD F | $2.60万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |