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 |
|---|---|---|---|---|---|---|---|---|
| PFGC | PERFORMANCE FOOD GROUP CO COM | $1,164.39万 | 1.34% | 104,158 | 539 | 0.5% | $6.03万 | 加仓 |
| PEP | PEPSICO INC | $1,180.21万 | 1.35% | 87,165 | 9,187 | 11.8% | $124.39万 | 加仓 |
| AAPL | APPLE INC COM | $1,233.32万 | 1.42% | 42,622 | -541 | -1.3% | -$15.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,237.16万 | 1.42% | 48,713 | -17 | -0.0% | -$4,317 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $1,245.24万 | 1.43% | 44,310 | -1,372 | -3.0% | -$38.56万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $1,303.85万 | 1.50% | 126,036 | -2,146 | -1.7% | -$22.20万 | 减仓 |
| BAC | BANK OF AMERICA | $1,327.85万 | 1.52% | 233,039 | -5,963 | -2.5% | -$33.98万 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC COM | $1,367.25万 | 1.57% | 422,381 | -34,639 | -7.6% | -$112.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,383.79万 | 1.59% | 42,275 | -42 | -0.1% | -$1.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,398.26万 | 1.60% | 33,642 | -8,653 | -20.5% | -$359.64万 | 减仓 |
| LKQ | LKQ CORP COM | $1,408.24万 | 1.62% | 534,842 | 140,056 | 35.5% | $368.77万 | 加仓 |
| QCOM | QUALCOMM INC | $1,460.16万 | 1.68% | 79,017 | -16,048 | -16.9% | -$296.55万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD SHS | $1,473.88万 | 1.69% | 907,005 | 6,559 | 0.7% | $10.66万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $1,507.47万 | 1.73% | 128,339 | -19,900 | -13.4% | -$233.75万 | 减仓 |
| VTRS | VIATRIS | $1,733.09万 | 1.99% | 1,091,367 | -13,825 | -1.3% | -$21.95万 | 减仓 |
| C | CITIGROUP INC COM NEW | $1,871.32万 | 2.15% | 133,704 | -6,434 | -4.6% | -$90.05万 | 减仓 |
| — | EXXON MOBIL CORP COM | $2,059.88万 | 2.36% | 150,664 | 93 | 0.1% | $1.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,881.12万 | 3.31% | 77,238 | 6,181 | 8.7% | $230.56万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $4,744.30万 | 5.44% | 132,756 | -10,537 | -7.4% | -$376.56万 | 减仓 |