THOMPSON INVESTMENT MANAGEMENT, INC.
MADISON WI · SEC CIK 0001277279
$8.72亿2026Q2 申报市值
504持仓数
23.6%前十大占比 · 第一大 5.4%
19 / 15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
WDAY 新建仓+$706.41万
CHWY 加仓+$577.52万
IQV 新建仓+$560.74万
NFLX 加仓+$533.69万
LKQ 加仓+$368.77万
2026Q2 卖出最多 按季末市值估算
WARNER BROTHERS 减仓-$1,325.09万
MRVL 减仓-$765.58万
NTRS 减仓-$640.31万
IFNNY 减仓-$442.55万
COHR 减仓-$425.52万
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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.17万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP | $1.19万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $1.19万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | NI HLDGS INC COM | $1.23万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCHANGE-TRADED FD TR | $1.24万 | 0.00% | 165 | 165 | — | $1.24万 | 新建仓 |
| PINE | ALPINE INCOME PPTY TR INC | $1.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY | $1.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | ABERDEEN INDIA FD INC COM | $1.27万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $1.28万 | 0.00% | 20 | 20 | — | $1.28万 | 新建仓 |
| VB | VANGUARD INDEX FDS SMALL CP ET | $1.30万 | 0.00% | 43 | -28 | -39.4% | -$8,487 | 减仓 |
| — | ISHARES GLOBAL TIMBER & FOREST | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.35万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.35万 | 0.00% | 38 | -12 | -24.0% | -$4,251 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $1.45万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.46万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.49万 | 0.00% | 200 | 200 | — | $1.49万 | 新建仓 |
| IWS | ISHARES RUSSELL MIDCAP VALUE E | $1.51万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.53万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO CL A | $1.53万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1.58万 | 0.00% | 400 | 300 | 300.0% | $1.18万 | 加仓 |
| DEO | DIAGEO P L C SPON ADR NEW | $1.61万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $1.63万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | HUNTINGTON BANCSHARES INC 4.50 | $1.64万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DTE ENERGY CO CAL DEB 80 | $1.66万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $1.68万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO 4.20 NT S20C 60 | $1.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY 4.250 DP PFD O | $1.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $1.74万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR EAFE SML CP ETF | $1.74万 | 0.00% | 211 | -65 | -23.6% | -$5,348 | 减仓 |
| HSY | HERSHEY FOODS CORP | $1.75万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR 0-5YR INVT GR CP | $1.76万 | 0.00% | 349 | -5 | -1.4% | -$252 | 减仓 |
| VICI | VICI PPTYS INC COM | $1.81万 | 0.00% | 683 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORP | $1.82万 | 0.00% | 200 | 200 | — | $1.82万 | 新建仓 |
| ALLY | ALLY FINL INC COM | $1.84万 | 0.00% | 400 | 400 | — | $1.84万 | 新建仓 |
| — | ASPEN INSURANCE HOLDINGS LTD D | $1.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WISCONSIN ELEC PWR CO PFD 3.60 | $1.91万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $1.98万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ALLSTATE CORP 5.1 DP SH PFD H | $1.99万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIRST CTZNS BANCSHARES INC DEL | $1.99万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $2.02万 | 0.00% | 986 | 11 | 1.1% | $225 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX | $2.05万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INC | $2.06万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR DJ US TECH SEC | $2.07万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP DEP SHS RP P | $2.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $2.09万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2.09万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG UNIT LT | $2.11万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD ADR | $2.15万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $2.17万 | 0.00% | 699 | 533 | 321.1% | $1.66万 | 加仓 |
| — | STIFEL FINL CORP DEP RP SHS PF | $2.19万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP COM NEW | $2.24万 | 0.00% | 300 | 300 | — | $2.24万 | 新建仓 |
| AVGO | BROADCOM INC COM | $2.27万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $2.28万 | 0.00% | 168 | -338 | -66.8% | -$4.58万 | 减仓 |
| STLA | STELLANTIS N.V | $2.30万 | 0.00% | 4,000 | 4,000 | — | $2.30万 | 新建仓 |
| SLB | SLB LTD | $2.32万 | 0.00% | 500 | -1,600 | -76.2% | -$7.44万 | 减仓 |
| — | WEBSTER FINL CORP 6.50 CUM PFD | $2.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $2.39万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| — | IMPACT SHS TR I NAACP MINO ETF | $2.40万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| LLY | LILLY ELI AND COMPANY | $2.40万 | 0.00% | 20 | -5 | -20.0% | -$5,997 | 减仓 |
| JCI | JOHNSON CONTROLS INTL | $2.44万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST BLOMBRG BRC | $2.46万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| — | OLD NATL BANCORP IND DP NC PPF | $2.48万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC COM | $2.50万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.54万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | US BANCORP DEL DEP PERP PFD K | $2.56万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2.57万 | 0.00% | 2,602 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.57万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC. | $2.58万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | KEYCORP DEP SHS PFD F | $2.61万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.65万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | BANK AMER CORP 5.375 DP PFD KK | $2.68万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR US AGGREGA | $2.77万 | 0.00% | 1,198 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 5.75 SHS P | $2.88万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST | $2.91万 | 0.00% | 79 | 24 | 43.6% | $8,841 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $2.93万 | 0.00% | 1,000 | -1,066 | -51.6% | -$3.13万 | 减仓 |
| KR | KROGER CO CO | $2.94万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $2.95万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $2.95万 | 0.00% | 1,200 | 1,122 | 1,438.5% | $2.75万 | 重新持有 |
| TJX | TJX COS INC NEW COM | $3.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR SBI MATE | $3.05万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP | $3.05万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | BRIGHTHOUSE FINL INC 6.25 NT 5 | $3.14万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | PUBLIC STORAGE 4.125 DP SH PF | $3.16万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR USD INV GRDE ETF | $3.17万 | 0.00% | 619 | -100 | -13.9% | -$5,129 | 减仓 |
| — | CAPITAL ONE FINL CORP 4.375 DE | $3.18万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAV&FRA COM | $3.18万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $3.21万 | 0.00% | 675 | -150 | -18.2% | -$7,130 | 减仓 |
| — | STIFEL FINL CORP 4.50 DEP PFD | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | REGIONS FINANCIAL CORP NEW DEP | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | WAFD INC 4.875 DEP PFD A | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | GREEN BRICK PARTNERS INC 5.75 | $3.26万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $3.28万 | 0.00% | 727 | -700 | -49.1% | -$3.16万 | 减仓 |
| — | CULLEN FROST BANKERS INC 4.450 | $3.29万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | $3.35万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO DEP CL A PFD | $3.35万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | HUNTINGTON BANCSHARES INC 6.87 | $3.45万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $3.46万 | 0.00% | 1,266 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3.49万 | 0.00% | 1,002 | -71 | -6.6% | -$2,471 | 减仓 |
| — | CAPITAL ONE FINL CORP 4.8 DP | $3.50万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD SPONSORED ADR | $3.53万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |