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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC CO | $100.15万 | 0.11% | 4,202 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $100.56万 | 0.12% | 12,031 | 4,766 | 65.6% | $39.84万 | 加仓 |
| SPGI | S&P GLOBAL INC | $101.81万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $101.98万 | 0.12% | 2,038 | 1,050 | 106.3% | $52.54万 | 加仓 |
| XEL | XCEL ENERGY INC | $102.01万 | 0.12% | 12,704 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $103.52万 | 0.12% | 7,414 | -800 | -9.7% | -$11.17万 | 减仓 |
| OKTA | OKTA INC CL A | $106.19万 | 0.12% | 7,782 | -800 | -9.3% | -$10.92万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $108.92万 | 0.12% | 48,714 | 10,074 | 26.1% | $22.53万 | 加仓 |
| ASB | ASSOCIATED BANCORP | $112.20万 | 0.13% | 36,463 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NA | $113.76万 | 0.13% | 16,442 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS | $122.34万 | 0.14% | 11,291 | -38 | -0.3% | -$4,117 | 减仓 |
| WSC | WILLSCOT HLDNG CORP | $123.47万 | 0.14% | 42,781 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $127.59万 | 0.15% | 14,061 | 12,474 | 786.0% | $113.19万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $130.71万 | 0.15% | 8,813 | 259 | 3.0% | $3.84万 | 加仓 |
| IJS | ISHARES S&P SMLCP 600 VALUE ET | $138.67万 | 0.16% | 10,146 | 321 | 3.3% | $4.39万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS U | $138.92万 | 0.16% | 5,765 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $141.62万 | 0.16% | 9,379 | 9,379 | — | $141.62万 | 新建仓 |
| CIGI | COLLIERS INTL GROUP INC SUB VT | $152.17万 | 0.17% | 16,225 | 1,050 | 6.9% | $9.85万 | 加仓 |
| IJH | ISHARES TR S&P MIDCAP 400 | $155.24万 | 0.18% | 20,132 | 954 | 5.0% | $7.36万 | 加仓 |
| GLW | CORNING INC | $157.01万 | 0.18% | 6,147 | -329 | -5.1% | -$8.40万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $164.41万 | 0.19% | 9,755 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR INTL EQTY | $173.12万 | 0.20% | 62,500 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $198.25万 | 0.23% | 9,225 | 7,450 | 419.7% | $160.10万 | 加仓 |
| — | FARMERS & MERCHANTS BK COM | $200.48万 | 0.23% | 223 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MIDCAP 400 VALUE E | $203.61万 | 0.23% | 13,783 | 605 | 4.6% | $8.94万 | 加仓 |
| BSV | VANGUARD BD INDEX FD SHORT TRM | $214.94万 | 0.25% | 27,588 | 337 | 1.2% | $2.63万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR EMRG MKTEQ | $219.54万 | 0.25% | 60,547 | 1,594 | 2.7% | $5.78万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $228.61万 | 0.26% | 9,565 | 0 | 0.0% | — | 不变 |
| — | WARNER BROTHERS DISCOVERY | $228.97万 | 0.26% | 85,887 | -497,033 | -85.3% | -$1,325.09万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $254.40万 | 0.29% | 6,525 | 1,100 | 20.3% | $42.89万 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $259.23万 | 0.30% | 14,912 | -36,833 | -71.2% | -$640.31万 | 减仓 |
| P | EVERPURE INC CL A | $264.09万 | 0.30% | 33,518 | 22,853 | 214.3% | $180.06万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX FDS | $264.15万 | 0.30% | 16,830 | 270 | 1.6% | $4.24万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY GROUP LTD C | $272.27万 | 0.31% | 9,140 | -25,700 | -73.8% | -$765.58万 | 减仓 |
| KO | COCA COLA CO | $278.08万 | 0.32% | 34,217 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC NEW COM | $314.44万 | 0.36% | 24,470 | 17 | 0.1% | $2,184 | 加仓 |
| CLX | CLOROX CO | $316.80万 | 0.36% | 33,194 | 6,103 | 22.5% | $58.25万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $333.40万 | 0.38% | 20,383 | 386 | 1.9% | $6.31万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL CORP CO | $340.51万 | 0.39% | 16,973 | -49 | -0.3% | -$9,830 | 减仓 |
| CALX | CALIX INC COM | $343.12万 | 0.39% | 91,940 | 47,100 | 105.0% | $175.78万 | 加仓 |
| VTI | VANGUARD INDEX TR STK MRK VIPE | $351.80万 | 0.40% | 9,507 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC CO | $354.38万 | 0.41% | 22,327 | 2,844 | 14.6% | $45.14万 | 加仓 |
| MCK | MCKESSON CORP | $369.87万 | 0.42% | 4,895 | 137 | 2.9% | $10.35万 | 加仓 |
| IFNNY | INFINEON TECHNOLOGIES AG SPONS | $399.71万 | 0.46% | 42,540 | -47,100 | -52.5% | -$442.55万 | 减仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC CO | $403.93万 | 0.46% | 65,097 | 7,621 | 13.3% | $47.29万 | 加仓 |
| AOS | SMITH A O COM | $429.01万 | 0.49% | 68,401 | 12,190 | 21.7% | $76.46万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $434.58万 | 0.50% | 59,892 | 5,200 | 9.5% | $37.73万 | 加仓 |
| IVE | ISHARES TR S&P500/BAR VAL | $449.93万 | 0.52% | 19,815 | 1,086 | 5.8% | $24.66万 | 加仓 |
| COO | COOPER COS INC COM NEW | $479.43万 | 0.55% | 66,857 | 10,626 | 18.9% | $76.20万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $496.56万 | 0.57% | 5,787 | -788 | -12.0% | -$67.62万 | 减仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $503.68万 | 0.58% | 459,980 | 37,067 | 8.8% | $40.59万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $524.85万 | 0.60% | 13,215 | -7 | -0.1% | -$2,780 | 减仓 |
| CRM | SALESFORCE INC COM | $558.20万 | 0.64% | 35,631 | 5,107 | 16.7% | $80.01万 | 加仓 |
| AGG | ISHARES TR CORE TOTUSBD ETF | $558.20万 | 0.64% | 56,395 | 3,729 | 7.1% | $36.91万 | 加仓 |
| IQV | IQVIA HLDGS INC | $560.74万 | 0.64% | 29,021 | 29,021 | — | $560.74万 | 新建仓 |
| RRX | REGAL REXNORD CORP | $577.97万 | 0.66% | 24,265 | -129 | -0.5% | -$3.07万 | 减仓 |
| HQY | HEALTHEQUITY INC COM | $582.99万 | 0.67% | 64,547 | 566 | 0.9% | $5.11万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $585.91万 | 0.67% | 91,535 | 31,737 | 53.1% | $203.15万 | 加仓 |
| DIS | DISNEY WALT PRODTNS | $595.36万 | 0.68% | 61,855 | 3,038 | 5.2% | $29.24万 | 加仓 |
| FISV | FISERV INC | $608.74万 | 0.70% | 124,105 | 11,524 | 10.2% | $56.53万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $609.16万 | 0.70% | 105,721 | 507 | 0.5% | $2.92万 | 加仓 |
| BA | BOEING CO | $611.22万 | 0.70% | 28,236 | -25 | -0.1% | -$5,412 | 减仓 |
| FDX | FEDEX CORP COM | $616.98万 | 0.71% | 19,704 | -312 | -1.6% | -$9.77万 | 减仓 |
| NFLX | NETFLIX INC COM | $628.08万 | 0.72% | 87,966 | 74,746 | 565.4% | $533.69万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $637.61万 | 0.73% | 83,577 | 735 | 0.9% | $5.61万 | 加仓 |
| ORCL | ORACLE CORP | $639.55万 | 0.73% | 43,640 | 2,250 | 5.4% | $32.97万 | 加仓 |
| CVX | CHEVRON CORP NEW COM | $640.09万 | 0.73% | 38,616 | 188 | 0.5% | $3.12万 | 加仓 |
| AMGN | AMGEN INC | $651.90万 | 0.75% | 18,002 | 165 | 0.9% | $5.98万 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $681.37万 | 0.78% | 62,072 | 2,852 | 4.8% | $31.31万 | 加仓 |
| GEV | GE VERNOVA INC COM | $685.44万 | 0.79% | 5,834 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTALEXCHANGE COM | $688.27万 | 0.79% | 55,907 | 20,590 | 58.3% | $253.48万 | 加仓 |
| WDAY | WORKDAY INC CL A | $706.41万 | 0.81% | 57,704 | 57,704 | — | $706.41万 | 新建仓 |
| ADBE | ADOBE INC | $710.58万 | 0.82% | 34,659 | 6,749 | 24.2% | $138.37万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $714.54万 | 0.82% | 63,515 | 4,915 | 8.4% | $55.29万 | 加仓 |
| CI | THE CIGNA GROUP | $738.28万 | 0.85% | 26,780 | 293 | 1.1% | $8.08万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $751.67万 | 0.86% | 157,418 | -62,433 | -28.4% | -$298.12万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $758.00万 | 0.87% | 21,653 | -2,785 | -11.4% | -$97.49万 | 减仓 |
| FLG | FLAGSTAR FINANCIAL INC | $784.83万 | 0.90% | 525,323 | 3,386 | 0.6% | $5.06万 | 加仓 |
| FCX | FREEPORT-MCMORAN INC | $788.70万 | 0.90% | 125,410 | -273 | -0.2% | -$1.72万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $792.47万 | 0.91% | 67,866 | 183 | 0.3% | $2.14万 | 加仓 |
| INTU | INTUIT INC | $796.23万 | 0.91% | 30,507 | 13,905 | 83.8% | $362.92万 | 加仓 |
| PNC | PNC FINL SVCS GROUP COM | $814.75万 | 0.93% | 33,090 | 12 | 0.0% | $2,955 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $823.98万 | 0.95% | 90,349 | -2,294 | -2.5% | -$20.92万 | 减仓 |
| CFG | CITIZENS FINANCIAL GROUP INC C | $829.59万 | 0.95% | 118,394 | -704 | -0.6% | -$4.93万 | 减仓 |
| ABBV | ABBVIE INC. COM | $874.10万 | 1.00% | 34,736 | 2,929 | 9.2% | $73.71万 | 加仓 |
| STT | STATE STREET CORP | $921.81万 | 1.06% | 54,352 | -4,494 | -7.6% | -$76.22万 | 减仓 |
| V | VISA INC COM CL A | $927.79万 | 1.06% | 27,042 | 239 | 0.9% | $8.20万 | 加仓 |
| GE | GENERAL ELECTRIC CO COM NEW | $929.78万 | 1.07% | 24,878 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE COMPANY | $949.91万 | 1.09% | 64,779 | 1,033 | 1.6% | $15.15万 | 加仓 |
| CNXC | CONCENTRIX CORP COM | $998.01万 | 1.15% | 445,441 | 130,855 | 41.6% | $293.18万 | 加仓 |
| OI | O-I GLASS INC COM | $1,006.69万 | 1.16% | 1,045,371 | 281,799 | 36.9% | $271.37万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1,065.61万 | 1.22% | 246,784 | 17,043 | 7.4% | $73.59万 | 加仓 |
| SCHW | SCHWAB (CHARLES) CORP | $1,068.66万 | 1.23% | 115,819 | 12,902 | 12.5% | $119.05万 | 加仓 |
| COHR | COHERENT INC COM | $1,071.99万 | 1.23% | 27,175 | -10,787 | -28.4% | -$425.52万 | 减仓 |
| EBAY | EBAY INC COM | $1,085.82万 | 1.25% | 97,165 | -20,581 | -17.5% | -$229.99万 | 减仓 |
| CHWY | CHEWY INC CL A | $1,100.14万 | 1.26% | 559,866 | 293,904 | 110.5% | $577.52万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC | $1,122.70万 | 1.29% | 212,431 | 31,795 | 17.6% | $168.04万 | 加仓 |
| PFE | PFIZER INC | $1,130.04万 | 1.30% | 469,287 | 5,116 | 1.1% | $12.32万 | 加仓 |
| META | META PLATFORMS | $1,154.95万 | 1.33% | 20,504 | 876 | 4.5% | $49.34万 | 加仓 |
| TGT | TARGET CORP | $1,155.36万 | 1.33% | 88,458 | -320 | -0.4% | -$4.18万 | 减仓 |