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 |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR CORE UNIVERSAL TOTA | $10.15万 | 0.01% | 2,200 | -747 | -25.3% | -$3.45万 | 减仓 |
| LUV | SOUTHWEST AIRLINES | $10.28万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR ISHARES NEW | $10.28万 | 0.01% | 1,362 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR VALUE LINE DIVID INDX | $10.37万 | 0.01% | 2,153 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC COM | $10.38万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST INTERNAT | $10.60万 | 0.01% | 1,963 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORP COM | $10.64万 | 0.01% | 300 | -5,429 | -94.8% | -$192.47万 | 减仓 |
| APH | AMPHENOL CORP NEW CL A | $10.75万 | 0.01% | 610 | -300 | -33.0% | -$5.29万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $10.84万 | 0.01% | 373 | 8 | 2.2% | $2,325 | 加仓 |
| CB | CHUBB LIMITED COM | $11.24万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GROUP INC | $11.37万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES COM | $11.55万 | 0.01% | 350 | 342 | 4,275.0% | $11.29万 | 加仓 |
| WMT | WALMART INC | $11.61万 | 0.01% | 1,025 | -76 | -6.9% | -$8,611 | 减仓 |
| INDY | ISHARES INDIA 50 ETF | $11.79万 | 0.01% | 2,714 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FDS CONSUM STP | $12.63万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $12.82万 | 0.01% | 580 | 580 | — | $12.82万 | 新建仓 |
| HON | HONEYWELL INTL INC | $12.99万 | 0.01% | 580 | -580 | -50.0% | -$12.99万 | 减仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $13.32万 | 0.02% | 611 | -6 | -1.0% | -$1,308 | 减仓 |
| SPY | STANDARD & POORS DEP REC TR UN | $13.44万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| GWW | GRAINGER W W INC | $13.60万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES TR MSCI INDIA ETF | $14.17万 | 0.02% | 2,003 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES TR MSCI INDIA ETF | $14.32万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $14.54万 | 0.02% | 4,547 | 57 | 1.3% | $1,822 | 加仓 |
| PH | PARKER HANNIFIN CORP | $14.67万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC CO | $14.84万 | 0.02% | 673 | 26 | 4.0% | $5,733 | 加仓 |
| BL | BLACKLINE INC | $15.31万 | 0.02% | 5,454 | 5,454 | — | $15.31万 | 新建仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL E | $15.38万 | 0.02% | 633 | -2 | -0.3% | -$486 | 减仓 |
| URI | UNITED RENTALS INC COM | $15.86万 | 0.02% | 140 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $15.94万 | 0.02% | 1,816 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $16.20万 | 0.02% | 7,825 | -100 | -1.3% | -$2,070 | 减仓 |
| NMIH | NMI HLDGS INC | $16.44万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $16.68万 | 0.02% | 754 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $16.88万 | 0.02% | 808 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD ADR | $17.24万 | 0.02% | 5,940 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP | $17.50万 | 0.02% | 4,844 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HOLDINGS INC COM | $18.51万 | 0.02% | 1,655 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $18.51万 | 0.02% | 440 | 63 | 16.7% | $2.65万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MKT ETF | $19.29万 | 0.02% | 2,820 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FDS INF TECH ET | $19.46万 | 0.02% | 1,628 | 4 | 0.2% | $478 | 加仓 |
| ROK | ROCKWELL INTL CORP | $19.80万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $20.17万 | 0.02% | 902 | 13 | 1.5% | $2,907 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $20.94万 | 0.02% | 2,701 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR XTRACK MSCI EAFE | $20.95万 | 0.02% | 3,835 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST EA BRIDGEWAY O | $21.00万 | 0.02% | 7,195 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $21.21万 | 0.02% | 4,416 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR SBI INT- | $21.45万 | 0.02% | 4,001 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.29万 | 0.03% | 824 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING | $22.39万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $22.42万 | 0.03% | 2,755 | 28 | 1.0% | $2,278 | 加仓 |
| MO | ALTRIA GROUP INC COM | $22.65万 | 0.03% | 3,148 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $22.81万 | 0.03% | 332 | 1 | 0.3% | $687 | 加仓 |
| — | DIMENSIONAL ETF TRUST US CORE | $24.70万 | 0.03% | 5,569 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.67万 | 0.03% | 2,800 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR SECTR DIV DOGS | $26.12万 | 0.03% | 3,829 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $26.41万 | 0.03% | 2,244 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $26.53万 | 0.03% | 2,605 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINANCIAL CORP | $26.57万 | 0.03% | 1,435 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTL COM | $28.74万 | 0.03% | 225 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST S&P DIVID ET | $30.44万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $32.87万 | 0.04% | 1,817 | -50 | -2.7% | -$9,045 | 减仓 |
| ALL | ALLSTATE CORP | $33.24万 | 0.04% | 1,397 | 408 | 41.3% | $9.71万 | 加仓 |
| MWA | MUELLER WTR PRODS INC COM SER | $33.59万 | 0.04% | 13,005 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $34.59万 | 0.04% | 3,614 | 20 | 0.6% | $1,914 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $36.36万 | 0.04% | 1,500 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY MSCI RL EST ETF | $36.52万 | 0.04% | 12,466 | 908 | 7.9% | $2.66万 | 加仓 |
| USMV | ISHARES TR MSCI USA MIN VOL FA | $37.73万 | 0.04% | 3,911 | 0 | 0.0% | — | 不变 |
| FBIZ | 1ST BUS FINL SVCS INC COM | $38.03万 | 0.04% | 6,020 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $38.98万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $39.48万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC CORP COM | $39.85万 | 0.05% | 1,478 | -25 | -1.7% | -$6,740 | 减仓 |
| NVDA | NVIDIA CORP COM | $41.54万 | 0.05% | 2,076 | 450 | 27.7% | $9.00万 | 加仓 |
| HSIC | SCHEIN HENRY INC CO | $41.76万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $41.96万 | 0.05% | 30,230 | 2,000 | 7.1% | $2.78万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | $42.83万 | 0.05% | 18,086 | 898 | 5.2% | $2.13万 | 加仓 |
| OKE | ONEOK INC NEW COM | $43.83万 | 0.05% | 5,041 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $45.62万 | 0.05% | 5,524 | 469 | 9.3% | $3.87万 | 加仓 |
| WFC | WELLS FARGO NEW | $46.68万 | 0.05% | 5,648 | 39 | 0.7% | $3,223 | 加仓 |
| CTAS | CINTAS CORP COM | $47.62万 | 0.05% | 2,800 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR SPONSORED | $47.76万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR SBI INT- | $50.41万 | 0.06% | 2,646 | 0 | 0.0% | — | 不变 |
| — | UBISOFT ENTMT SA ADR | $53.34万 | 0.06% | 453,976 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $55.74万 | 0.06% | 6,836 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $56.86万 | 0.07% | 1,681 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTN COM | $58.51万 | 0.07% | 15,916 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL CORP | $59.66万 | 0.07% | 11,976 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $60.62万 | 0.07% | 648 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $66.34万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW COM | $66.94万 | 0.08% | 4,711 | 2,650 | 128.6% | $37.66万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $69.19万 | 0.08% | 77,392 | 228 | 0.3% | $2,038 | 加仓 |
| PK | PARK HOTELS & RESORTS INC COM | $70.59万 | 0.08% | 49,536 | 183 | 0.4% | $2,608 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $72.22万 | 0.08% | 27,587 | 0 | 0.0% | — | 不变 |
| — | GREEN THUMB INDS INC SUB VTG S | $75.39万 | 0.09% | 95,305 | -355 | -0.4% | -$2,808 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM | $75.73万 | 0.09% | 30,500 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS COM | $77.52万 | 0.09% | 16,259 | -641 | -3.8% | -$3.06万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $79.76万 | 0.09% | 2,724 | -96 | -3.4% | -$2.81万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $79.85万 | 0.09% | 2,260 | 0 | 0.0% | — | 不变 |
| BFC | BANK FIRST CORPORATION | $92.51万 | 0.11% | 6,236 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $97.69万 | 0.11% | 8,264 | 4,690 | 131.2% | $55.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $98.56万 | 0.11% | 11,442 | -156 | -1.3% | -$1.34万 | 减仓 |
| TFX | TELEFLEX INC | $99.32万 | 0.11% | 7,835 | 0 | 0.0% | — | 不变 |