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 |
|---|---|---|---|---|---|---|---|---|
| — | AMERICAN RES CORP CL A | $6.66万 | 0.01% | 27,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR S&P 500 INDEX | $6.73万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST US MKTWI | $6.80万 | 0.01% | 1,403 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $6.86万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $6.89万 | 0.01% | 300 | -14 | -4.5% | -$3,217 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $7.10万 | 0.01% | 2,313 | 144 | 6.6% | $4,418 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UTS | $7.22万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BANC CORP NT 33 | $7.36万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST PRTFLO S&P50 | $7.38万 | 0.01% | 1,304 | 4 | 0.3% | $226 | 加仓 |
| TSN | TYSON FOODS INC CL A | $7.46万 | 0.01% | 1,164 | -1,815 | -60.9% | -$11.63万 | 减仓 |
| LUV | SOUTHWEST AIRLINES | $7.51万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | APOLLO GLOBAL MGMT INC NT 7.6 | $7.63万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFO SVC COM | $7.68万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT INC COM | $7.83万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $7.86万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $7.94万 | 0.01% | 1,582 | -80 | -4.8% | -$4,016 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $8.42万 | 0.01% | 930 | 778 | 511.8% | $7.04万 | 加仓 |
| NSC | NORFOLK SOUTHERN CORP COM | $8.61万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $8.67万 | 0.01% | 1,164 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQTY IDX MSCI EU | $8.75万 | 0.01% | 1,061 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $8.93万 | 0.01% | 1,067 | -85 | -7.4% | -$7,115 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $9.01万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $9.03万 | 0.01% | 1,636 | 296 | 22.1% | $1.63万 | 加仓 |
| LIN | LINDE PLC COM | $9.92万 | 0.01% | 200 | -10 | -4.8% | -$4,958 | 减仓 |
| FVD | FIRST TR VALUE LINE DIVID INDX | $10.12万 | 0.01% | 2,153 | -942 | -30.4% | -$4.43万 | 减仓 |
| URI | UNITED RENTALS INC COM | $10.20万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDS INC NEW COM | $10.26万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VIII | $10.29万 | 0.01% | 4,575 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST INTERNAT | $10.36万 | 0.01% | 1,963 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL COM NE | $10.64万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $10.76万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $10.79万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $10.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP | $11.37万 | 0.01% | 2,704 | -70,805 | -96.3% | -$297.73万 | 减仓 |
| INDY | ISHARES INDIA 50 ETF | $11.46万 | 0.01% | 2,714 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW CL A | $11.50万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| SPY | STANDARD & POORS DEP REC TR UN | $11.71万 | 0.02% | 180 | 18 | 11.1% | $1.17万 | 加仓 |
| IAU | ISHARES GOLD TR ISHARES NEW | $12.01万 | 0.02% | 1,362 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES TR MSCI INDIA ETF | $12.01万 | 0.02% | 2,003 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $12.11万 | 0.02% | 617 | 67 | 12.2% | $1.31万 | 加仓 |
| VDC | VANGUARD WORLD FDS CONSUM STP | $12.58万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $12.60万 | 0.02% | 365 | 13 | 3.7% | $4,487 | 加仓 |
| BMO | BANK OF MONTREAL | $13.15万 | 0.02% | 972 | -150 | -13.4% | -$2.03万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $13.29万 | 0.02% | 808 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $13.43万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR MSCI INDIA ETF | $13.58万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR CORE UNIVERSAL TOTA | $13.61万 | 0.02% | 2,947 | 747 | 34.0% | $3.45万 | 加仓 |
| WMT | WALMART INC | $13.68万 | 0.02% | 1,101 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS SM CP VAL E | $13.80万 | 0.02% | 635 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $14.02万 | 0.02% | 377 | 141 | 59.7% | $5.24万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP | $14.09万 | 0.02% | 4,844 | -830 | -14.6% | -$2.41万 | 减仓 |
| VGT | VANGUARD WORLD FDS INF TECH ET | $14.16万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $14.30万 | 0.02% | 754 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL INTL CORP | $14.36万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $15.00万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $15.05万 | 0.02% | 4,490 | 348 | 8.4% | $1.17万 | 加仓 |
| LOW | LOWES COS INC CO | $15.29万 | 0.02% | 647 | -149 | -18.7% | -$3.52万 | 减仓 |
| IBN | ICICI BK LTD ADR | $15.38万 | 0.02% | 5,940 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MKT ETF | $16.01万 | 0.02% | 2,820 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $16.29万 | 0.02% | 1,587 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $16.46万 | 0.02% | 2,727 | 161 | 6.3% | $9,720 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $16.58万 | 0.02% | 889 | 77 | 9.5% | $1.44万 | 加仓 |
| CCK | CROWN HOLDINGS INC COM | $16.59万 | 0.02% | 1,655 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $16.87万 | 0.02% | 1,816 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST EA BRIDGEWAY O | $18.25万 | 0.02% | 7,195 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR XTRACK MSCI EAFE | $18.94万 | 0.02% | 3,835 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR SBI INT- | $19.75万 | 0.03% | 4,001 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $19.78万 | 0.03% | 331 | 277 | 513.0% | $16.56万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING | $20.32万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $20.49万 | 0.03% | 4,416 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $20.51万 | 0.03% | 989 | 139 | 16.4% | $2.88万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $20.77万 | 0.03% | 3,148 | -100 | -3.1% | -$6,599 | 减仓 |
| — | DIMENSIONAL ETF TRUST US CORE | $21.64万 | 0.03% | 5,569 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINANCIAL CORP | $22.58万 | 0.03% | 1,435 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $22.97万 | 0.03% | 7,925 | 450 | 6.0% | $1.30万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $23.86万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR SECTR DIV DOGS | $24.90万 | 0.03% | 3,829 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $25.10万 | 0.03% | 1,231 | -42,140 | -97.2% | -$859.11万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $25.12万 | 0.03% | 2,701 | -475 | -15.0% | -$4.42万 | 减仓 |
| MCD | MCDONALDS CORP | $25.62万 | 0.03% | 824 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $25.80万 | 0.03% | 2,244 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL INC. | $26.22万 | 0.03% | 1,160 | -17 | -1.4% | -$3,843 | 减仓 |
| CCJ | CAMECO CORP COM | $28.29万 | 0.04% | 2,605 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $28.36万 | 0.04% | 1,626 | -43 | -2.6% | -$7,499 | 减仓 |
| MTD | METTLER TOLEDO INTL COM | $28.38万 | 0.04% | 225 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW COM | $28.63万 | 0.04% | 2,061 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST S&P DIVID ET | $29.19万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $30.87万 | 0.04% | 1,867 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI RL EST ETF | $31.10万 | 0.04% | 11,558 | 791 | 7.3% | $2.13万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $32.05万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| FBIZ | 1ST BUS FINL SVCS INC COM | $32.47万 | 0.04% | 6,020 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR SPONSORED | $33.80万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $34.69万 | 0.04% | 3,594 | -116 | -3.1% | -$1.12万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR SBI INT- | $35.17万 | 0.05% | 2,646 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC COM SER | $35.75万 | 0.05% | 13,005 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $35.91万 | 0.05% | 1,775 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.25万 | 0.05% | 8,214 | -630 | -7.1% | -$2.78万 | 减仓 |
| USMV | ISHARES TR MSCI USA MIN VOL FA | $36.27万 | 0.05% | 3,911 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC CO | $36.85万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | $36.94万 | 0.05% | 17,188 | 838 | 5.1% | $1.80万 | 加仓 |