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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC CORP COM | $37.56万 | 0.05% | 1,503 | -2 | -0.1% | -$500 | 减仓 |
| — | UBISOFT ENTMT SA ADR | $38.14万 | 0.05% | 453,976 | 133,000 | 41.4% | $11.17万 | 加仓 |
| MAT | MATTEL INC | $41.02万 | 0.05% | 28,230 | 16,050 | 131.8% | $23.32万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $42.14万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $42.71万 | 0.06% | 3,574 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO NEW | $44.66万 | 0.06% | 5,609 | 162 | 3.0% | $1.29万 | 加仓 |
| RMD | RESMED INC COM | $44.90万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $45.57万 | 0.06% | 5,041 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $47.31万 | 0.06% | 5,055 | -1,046 | -17.1% | -$9.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $47.34万 | 0.06% | 988 | 315 | 46.8% | $15.09万 | 加仓 |
| CTAS | CINTAS CORP COM | $47.36万 | 0.06% | 2,800 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.85万 | 0.07% | 1,681 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $51.82万 | 0.07% | 7,265 | 3,305 | 83.5% | $23.58万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC COM | $51.97万 | 0.07% | 49,353 | 1,925 | 4.1% | $2.03万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $52.25万 | 0.07% | 27,587 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $52.84万 | 0.07% | 6,836 | 44 | 0.6% | $3,401 | 加仓 |
| TFC | TRUIST FINANCIAL CORP | $55.05万 | 0.07% | 11,976 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $55.08万 | 0.07% | 2,820 | -867 | -23.5% | -$16.94万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM | $56.39万 | 0.07% | 30,500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTN COM | $60.23万 | 0.08% | 15,916 | 0 | 0.0% | — | 不变 |
| — | GREEN THUMB INDS INC SUB VTG S | $61.03万 | 0.08% | 95,660 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS&RESORTS COM | $62.02万 | 0.08% | 32,371 | 764 | 2.4% | $1.46万 | 加仓 |
| P | EVERPURE INC CL A | $62.97万 | 0.08% | 10,665 | 3,750 | 54.2% | $22.14万 | 加仓 |
| AON | AON PLC SHS CL A | $64.56万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $64.57万 | 0.08% | 648 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $64.83万 | 0.08% | 2,260 | -139 | -5.8% | -$3.99万 | 减仓 |
| OKTA | OKTA INC CL A | $67.55万 | 0.09% | 8,582 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $72.23万 | 0.09% | 77,164 | 20 | 0.0% | $187 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS COM | $74.06万 | 0.10% | 16,900 | 2,419 | 16.7% | $10.60万 | 加仓 |
| WSC | WILLSCOT HLDNG CORP | $74.27万 | 0.10% | 42,781 | 2,240 | 5.5% | $3.89万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $81.72万 | 0.11% | 38,640 | 1,043 | 2.8% | $2.21万 | 加仓 |
| BFC | BANK FIRST CORPORATION | $84.22万 | 0.11% | 6,236 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $84.43万 | 0.11% | 1,933 | 26 | 1.4% | $1.14万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS | $84.84万 | 0.11% | 11,329 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC CO | $87.52万 | 0.11% | 4,202 | 129 | 3.2% | $2.69万 | 加仓 |
| GLW | CORNING INC | $88.05万 | 0.11% | 6,476 | -48,804 | -88.3% | -$663.59万 | 减仓 |
| TFX | TELEFLEX INC | $93.71万 | 0.12% | 7,835 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANCORP | $94.29万 | 0.12% | 36,463 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NA | $94.74万 | 0.12% | 16,442 | -23 | -0.1% | -$1,325 | 减仓 |
| XEL | XCEL ENERGY INC | $100.92万 | 0.13% | 12,704 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR CORE S&P SCP ETF | $106.33万 | 0.14% | 8,554 | 659 | 8.3% | $8.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $106.33万 | 0.14% | 2,500 | 2,500 | — | $106.33万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS U | $108.99万 | 0.14% | 5,765 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMLCP 600 VALUE ET | $116.38万 | 0.15% | 9,825 | 399 | 4.2% | $4.73万 | 加仓 |
| NFLX | NETFLIX INC COM | $127.11万 | 0.16% | 13,220 | 13,200 | 66,000.0% | $126.92万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $128.51万 | 0.17% | 9,755 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR S&P MIDCAP 400 | $129.51万 | 0.17% | 19,178 | 1,316 | 7.4% | $8.89万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY | $154.69万 | 0.20% | 62,500 | 0 | 0.0% | — | 不变 |
| CIGI | COLLIERS INTL GROUP INC SUB VT | $162.21万 | 0.21% | 15,175 | 1,275 | 9.2% | $13.63万 | 加仓 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE E | $174.61万 | 0.23% | 13,178 | 760 | 6.1% | $10.07万 | 加仓 |
| — | FARMERS & MERCHANTS BK COM | $184.53万 | 0.24% | 223 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ | $194.25万 | 0.25% | 58,953 | 1,419 | 2.5% | $4.68万 | 加仓 |
| — | TOPBUILD CORP COM | $201.26万 | 0.26% | 5,729 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FD SHORT TRM | $213.68万 | 0.28% | 27,251 | 1,094 | 4.2% | $8.58万 | 加仓 |
| CALX | CALIX INC COM | $219.67万 | 0.28% | 44,840 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX FDS | $229.06万 | 0.30% | 16,560 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $256.73万 | 0.33% | 5,425 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $260.22万 | 0.34% | 34,217 | -626 | -1.8% | -$4.76万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $271.42万 | 0.35% | 9,565 | -595 | -5.9% | -$16.88万 | 减仓 |
| CLX | CLOROX CO | $280.74万 | 0.36% | 27,091 | 777 | 3.0% | $8.05万 | 加仓 |
| MRK | MERCK & CO INC NEW COM | $294.15万 | 0.38% | 24,453 | -433 | -1.7% | -$5.21万 | 减仓 |
| VTI | VANGUARD INDEX TR STK MRK VIPE | $304.99万 | 0.39% | 9,507 | -35 | -0.4% | -$1.12万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP CO | $310.53万 | 0.40% | 17,022 | 2,091 | 14.0% | $38.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD C | $345.09万 | 0.45% | 34,840 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW COM | $345.11万 | 0.45% | 19,997 | 3,457 | 20.9% | $59.66万 | 加仓 |
| EFX | EQUIFAX INC CO | $350.83万 | 0.45% | 19,483 | 3,100 | 18.9% | $55.82万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $368.08万 | 0.48% | 54,692 | 11,309 | 26.1% | $76.11万 | 加仓 |
| AOS | SMITH A O COM | $370.65万 | 0.48% | 56,211 | 2,752 | 5.1% | $18.15万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC CO | $388.37万 | 0.50% | 57,476 | 8,815 | 18.1% | $59.56万 | 加仓 |
| IVE | ISHARES TR S&P500/BAR VAL | $395.47万 | 0.51% | 18,729 | 977 | 5.5% | $20.63万 | 加仓 |
| COO | COOPER COS INC COM NEW | $402.05万 | 0.52% | 56,231 | 675 | 1.2% | $4.83万 | 加仓 |
| IFNNY | INFINEON TECHNOLOGIES AG SPONS | $405.26万 | 0.52% | 89,640 | 0 | 0.0% | — | 不变 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $406.42万 | 0.53% | 422,913 | 111,782 | 35.9% | $107.42万 | 加仓 |
| MCK | MCKESSON CORP | $411.74万 | 0.53% | 4,758 | -53 | -1.1% | -$4.59万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $420.63万 | 0.54% | 13,222 | -1,475 | -10.0% | -$46.92万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $425.64万 | 0.55% | 59,798 | 8,811 | 17.3% | $62.72万 | 加仓 |
| RRX | REGAL REXNORD CORP | $456.81万 | 0.59% | 24,394 | -209 | -0.8% | -$3.91万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $462.06万 | 0.60% | 6,575 | -14,245 | -68.4% | -$1,001.08万 | 减仓 |
| GEV | GE VERNOVA INC COM | $509.27万 | 0.66% | 5,834 | -12 | -0.2% | -$1.05万 | 减仓 |
| AGG | ISHARES TR CORE TOTUSBD ETF | $522.82万 | 0.68% | 52,666 | 5,798 | 12.4% | $57.56万 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $534.69万 | 0.69% | 63,981 | 63,981 | — | $534.69万 | 新建仓 |
| ICE | INTERCONTINENTALEXCHANGE COM | $555.47万 | 0.72% | 35,317 | 1,052 | 3.1% | $16.55万 | 加仓 |
| BA | BOEING CO | $562.48万 | 0.73% | 28,261 | -244 | -0.9% | -$4.86万 | 减仓 |
| SJM | SMUCKER J M CO COM NEW | $565.14万 | 0.73% | 58,600 | 4,866 | 9.1% | $46.93万 | 加仓 |
| DIS | DISNEY WALT PRODTNS | $566.88万 | 0.73% | 58,817 | 35,922 | 156.9% | $346.22万 | 加仓 |
| CRM | SALESFORCE INC COM | $569.79万 | 0.74% | 30,524 | 8,182 | 36.6% | $152.73万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $571.30万 | 0.74% | 59,220 | 6,449 | 12.2% | $62.21万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $594.48万 | 0.77% | 82,842 | 501 | 0.6% | $3.60万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $598.57万 | 0.77% | 92,643 | 1,213 | 1.3% | $7.84万 | 加仓 |
| ORCL | ORACLE CORP | $608.89万 | 0.79% | 41,390 | 1,372 | 3.4% | $20.18万 | 加仓 |
| AMGN | AMGEN INC | $627.60万 | 0.81% | 17,837 | -82 | -0.5% | -$2.89万 | 减仓 |
| FISV | FISERV INC | $628.20万 | 0.81% | 112,581 | 25,106 | 28.7% | $140.09万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $638.12万 | 0.83% | 105,214 | -281 | -0.3% | -$1.70万 | 减仓 |
| ADBE | ADOBE INC | $678.44万 | 0.88% | 27,910 | 8,070 | 40.7% | $196.17万 | 加仓 |
| FLG | FLAGSTAR FINANCIAL INC | $687.39万 | 0.89% | 521,937 | 20,782 | 4.1% | $27.37万 | 加仓 |
| PNC | PNC FINL SVCS GROUP COM | $688.33万 | 0.89% | 33,078 | -159 | -0.5% | -$3.31万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $690.05万 | 0.89% | 24,438 | -20,487 | -45.6% | -$578.49万 | 减仓 |
| ABBV | ABBVIE INC. COM | $691.77万 | 0.89% | 31,807 | 99 | 0.3% | $2.15万 | 加仓 |
| GE | GENERAL ELECTRIC CO COM NEW | $705.98万 | 0.91% | 24,878 | -50 | -0.2% | -$1.42万 | 减仓 |
| CI | THE CIGNA GROUP | $706.55万 | 0.91% | 26,487 | 2,084 | 8.5% | $55.59万 | 加仓 |