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 |
|---|---|---|---|---|---|---|---|---|
| ABBNY | ABB LTD SPONSORED ADR | $2.62万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP | $2.63万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.63万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $2.69万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | BANK AMER CORP 5.375 DP PFD KK | $2.71万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.77万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR US AGGREGA | $2.78万 | 0.00% | 1,198 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 5.75 SHS P | $2.90万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAV&FRA COM | $2.92万 | 0.00% | 402 | -61 | -13.2% | -$4,426 | 减仓 |
| TTD | THE TRADE DESK INC COM CL A | $3.00万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR SBI MATE | $3.00万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.13万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| — | PUBLIC STORAGE 4.125 DP SH PF | $3.13万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES US HOME CONS ETF | $3.17万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $3.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | CAPITAL ONE FINL CORP 4.375 DE | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | GREEN BRICK PARTNERS INC 5.75 | $3.22万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | WAFD INC 4.875 DEP PFD A | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | REGIONS FINANCIAL CORP NEW DEP | $3.26万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | BRIGHTHOUSE FINL INC 6.25 NT 5 | $3.28万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | HUNTINGTON BANCSHARES INC 6.87 | $3.38万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $3.39万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| — | CULLEN FROST BANKERS INC 4.450 | $3.39万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $3.40万 | 0.00% | 1,427 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $3.40万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | STIFEL FINL CORP 4.50 DEP PFD | $3.44万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO DEP CL A PFD | $3.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP COM | $3.49万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | $3.53万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 4.875 P | $3.53万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | CAPITAL ONE FINL CORP 4.8 DP | $3.57万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO NT 4.95 80 | $3.57万 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| IBM | I B M | $3.64万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC UN BANKSHARES CORP 6. | $3.65万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR USD INV GRDE ETF | $3.68万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| — | BRIGHTHOUSE FINL INC 5.375 DEP | $3.72万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR BARCLYS MBS BD | $3.75万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD GROUP DIV APP ETF | $3.76万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO CO NEW DEP SH PFD | $3.78万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO CO | $3.84万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $3.88万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $3.92万 | 0.01% | 3,394 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BANC CORP 5.625 DP | $3.95万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A SPONSORED ADR | $3.96万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OHIO COM | $3.96万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3.99万 | 0.01% | 1,073 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 5.7 NCU | $4.11万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | TRUIST FINL CORP 5.25 DP SH PF | $4.11万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $4.18万 | 0.01% | 127 | -14 | -9.9% | -$4,604 | 减仓 |
| — | KEYCORP DP SHS PFD G | $4.19万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $4.31万 | 0.01% | 805 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 5.750 N | $4.32万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $4.33万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $4.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $4.45万 | 0.01% | 985 | 985 | — | $4.45万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD | $4.46万 | 0.01% | 2,386 | 408 | 20.6% | $7,630 | 加仓 |
| — | WESTBURY BANCORP INC COM | $4.62万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP 4.125 DP PFD | $4.66万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| — | BANK HAWAII HONOLULU 4.375 DEP | $4.69万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $4.70万 | 0.01% | 2,066 | 836 | 68.0% | $1.90万 | 加仓 |
| — | KEYCORP 6.2 DP SH PFD H | $4.75万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FIRST HORIZON CORPORATION 6.50 | $4.75万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $4.78万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| — | CHS INC RED PFD SER3 CLB | $4.84万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | ATHENE HOLDING LTD 4.875 DEP P | $4.87万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS LARGE CAP E | $4.90万 | 0.01% | 164 | 164 | — | $4.90万 | 新建仓 |
| EQIX | EQUINIX INC COM PAR $0.001 | $4.90万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| — | OLD NATL BANCORP IND 7 DP SH P | $4.91万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.91万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $4.92万 | 0.01% | 2,189 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE COM | $4.94万 | 0.01% | 250 | -35 | -12.3% | -$6,912 | 减仓 |
| — | PINNACLE FINL PARTNERS INC | $4.99万 | 0.01% | 2,000 | 2,000 | — | $4.99万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS INT-TE | $5.03万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| — | REDWOOD TRUST INC | $5.05万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES COM | $5.09万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $5.12万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC COM | $5.21万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 4.20 DP PF | $5.25万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5.26万 | 0.01% | 243 | 243 | — | $5.26万 | 新建仓 |
| — | BANK AMERICA CORP DP SH NCUM N | $5.27万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $5.27万 | 0.01% | 1,266 | -203 | -13.8% | -$8,455 | 减仓 |
| CAT | CATERPILLAR INC | $5.31万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP CO | $5.36万 | 0.01% | 598 | -714 | -54.4% | -$6.40万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD CA | $5.44万 | 0.01% | 586 | -632 | -51.9% | -$5.86万 | 减仓 |
| DE | DEERE & CO. | $5.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 4.55 DEP P | $5.64万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 5.25 NC | $5.69万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II S | $5.75万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS FD SH | $5.80万 | 0.01% | 1,616 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GR | $5.84万 | 0.01% | 1,111 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $5.85万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $5.89万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V N Y REGISTRY | $5.94万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $6.17万 | 0.01% | 313 | 313 | — | $6.17万 | 新建仓 |
| VWO | VANGUARD INTL EQTY IDX FTSE EM | $6.18万 | 0.01% | 1,144 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $6.18万 | 0.01% | 808 | 808 | — | $6.18万 | 新建仓 |
| — | UNUM GROUP 6.250 JR NT58 | $6.36万 | 0.01% | 2,780 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6.47万 | 0.01% | 1,135 | 259 | 29.6% | $1.48万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $6.54万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR S&P MC 400GR ETF | $6.60万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |