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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $106.33万 | 0.14% | 2,500 | 2,500 | — | $106.33万 | 新建仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $106.33万 | 0.14% | 8,554 | 659 | 8.3% | $8.19万 | 加仓 |
| XEL | XCEL ENERGY INC | $100.92万 | 0.13% | 12,704 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NA | $94.74万 | 0.12% | 16,442 | -23 | -0.1% | -$1,325 | 减仓 |
| ASB | ASSOCIATED BANCORP | $94.29万 | 0.12% | 36,463 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INC | $93.71万 | 0.12% | 7,835 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $88.05万 | 0.11% | 6,476 | -48,804 | -88.3% | -$663.59万 | 减仓 |
| AMZN | AMAZON COM INC CO | $87.52万 | 0.11% | 4,202 | 129 | 3.2% | $2.69万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS | $84.84万 | 0.11% | 11,329 | 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 |
| BFC | BANK FIRST CORPORATION | $84.22万 | 0.11% | 6,236 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $81.72万 | 0.11% | 38,640 | 1,043 | 2.8% | $2.21万 | 加仓 |
| WSC | WILLSCOT HLDNG CORP | $74.27万 | 0.10% | 42,781 | 2,240 | 5.5% | $3.89万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS COM | $74.06万 | 0.10% | 16,900 | 2,419 | 16.7% | $10.60万 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $72.23万 | 0.09% | 77,164 | 20 | 0.0% | $187 | 加仓 |
| OKTA | OKTA INC CL A | $67.55万 | 0.09% | 8,582 | 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 |
| COST | COSTCO WHOLESALE CORP | $64.57万 | 0.08% | 648 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $64.56万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $62.97万 | 0.08% | 10,665 | 3,750 | 54.2% | $22.14万 | 加仓 |
| HST | HOST HOTELS&RESORTS COM | $62.02万 | 0.08% | 32,371 | 764 | 2.4% | $1.46万 | 加仓 |
| — | GREEN THUMB INDS INC SUB VTG S | $61.03万 | 0.08% | 95,660 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTN COM | $60.23万 | 0.08% | 15,916 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW CL A COM | $56.39万 | 0.07% | 30,500 | 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 |
| TFC | TRUIST FINANCIAL CORP | $55.05万 | 0.07% | 11,976 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC COM | $52.84万 | 0.07% | 6,836 | 44 | 0.6% | $3,401 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $52.25万 | 0.07% | 27,587 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC COM | $51.97万 | 0.07% | 49,353 | 1,925 | 4.1% | $2.03万 | 加仓 |
| SYY | SYSCO CORPORATION | $51.82万 | 0.07% | 7,265 | 3,305 | 83.5% | $23.58万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $50.85万 | 0.07% | 1,681 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $47.36万 | 0.06% | 2,800 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $47.34万 | 0.06% | 988 | 315 | 46.8% | $15.09万 | 加仓 |
| HAS | HASBRO INC COM | $47.31万 | 0.06% | 5,055 | -1,046 | -17.1% | -$9.79万 | 减仓 |
| OKE | ONEOK INC NEW COM | $45.57万 | 0.06% | 5,041 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC COM | $44.90万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO NEW | $44.66万 | 0.06% | 5,609 | 162 | 3.0% | $1.29万 | 加仓 |
| XYL | XYLEM INC COM | $42.71万 | 0.06% | 3,574 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $42.14万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $41.02万 | 0.05% | 28,230 | 16,050 | 131.8% | $23.32万 | 加仓 |
| — | UBISOFT ENTMT SA ADR | $38.14万 | 0.05% | 453,976 | 133,000 | 41.4% | $11.17万 | 加仓 |
| WAB | WABTEC CORP COM | $37.56万 | 0.05% | 1,503 | -2 | -0.1% | -$500 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR US REIT ET | $36.94万 | 0.05% | 17,188 | 838 | 5.1% | $1.80万 | 加仓 |
| HSIC | SCHEIN HENRY INC CO | $36.85万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR MSCI USA MIN VOL FA | $36.27万 | 0.05% | 3,911 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.25万 | 0.05% | 8,214 | -630 | -7.1% | -$2.78万 | 减仓 |
| POOL | POOL CORP COM | $35.91万 | 0.05% | 1,775 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC COM SER | $35.75万 | 0.05% | 13,005 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR SBI INT- | $35.17万 | 0.05% | 2,646 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $34.69万 | 0.04% | 3,594 | -116 | -3.1% | -$1.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR SPONSORED | $33.80万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| FBIZ | 1ST BUS FINL SVCS INC COM | $32.47万 | 0.04% | 6,020 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $32.05万 | 0.04% | 1,500 | 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 |
| PM | PHILIP MORRIS INTL INC COM | $30.87万 | 0.04% | 1,867 | 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 |
| FSV | FIRSTSERVICE CORP NEW COM | $28.63万 | 0.04% | 2,061 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTL COM | $28.38万 | 0.04% | 225 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP COM | $28.36万 | 0.04% | 1,626 | -43 | -2.6% | -$7,499 | 减仓 |
| CCJ | CAMECO CORP COM | $28.29万 | 0.04% | 2,605 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTERNATIONAL INC. | $26.22万 | 0.03% | 1,160 | -17 | -1.4% | -$3,843 | 减仓 |
| BX | BLACKSTONE INC | $25.80万 | 0.03% | 2,244 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.62万 | 0.03% | 824 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $25.12万 | 0.03% | 2,701 | -475 | -15.0% | -$4.42万 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $25.10万 | 0.03% | 1,231 | -42,140 | -97.2% | -$859.11万 | 减仓 |
| SDOG | ALPS ETF TR SECTR DIV DOGS | $24.90万 | 0.03% | 3,829 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.86万 | 0.03% | 2,800 | 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 |
| CINF | CINCINNATI FINANCIAL CORP | $22.58万 | 0.03% | 1,435 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST US CORE | $21.64万 | 0.03% | 5,569 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $20.77万 | 0.03% | 3,148 | -100 | -3.1% | -$6,599 | 减仓 |
| ALL | ALLSTATE CORP | $20.51万 | 0.03% | 989 | 139 | 16.4% | $2.88万 | 加仓 |
| FAST | FASTENAL CO | $20.49万 | 0.03% | 4,416 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING | $20.32万 | 0.03% | 1,000 | 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 |
| XLF | SELECT SECTOR SPDR TR SBI INT- | $19.75万 | 0.03% | 4,001 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR XTRACK MSCI EAFE | $18.94万 | 0.02% | 3,835 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST EA BRIDGEWAY O | $18.25万 | 0.02% | 7,195 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $16.87万 | 0.02% | 1,816 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HOLDINGS INC COM | $16.59万 | 0.02% | 1,655 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $16.58万 | 0.02% | 889 | 77 | 9.5% | $1.44万 | 加仓 |
| MAS | MASCO CORP COM | $16.46万 | 0.02% | 2,727 | 161 | 6.3% | $9,720 | 加仓 |
| ABT | ABBOTT LABS | $16.29万 | 0.02% | 1,587 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MKT ETF | $16.01万 | 0.02% | 2,820 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BK LTD ADR | $15.38万 | 0.02% | 5,940 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC CO | $15.29万 | 0.02% | 647 | -149 | -18.7% | -$3.52万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $15.05万 | 0.02% | 4,490 | 348 | 8.4% | $1.17万 | 加仓 |
| NMIH | NMI HLDGS INC | $15.00万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL INTL CORP | $14.36万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $14.30万 | 0.02% | 754 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FDS INF TECH ET | $14.16万 | 0.02% | 203 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR US SML CAP | $14.09万 | 0.02% | 4,844 | -830 | -14.6% | -$2.41万 | 减仓 |
| TSLA | TESLA INC | $14.02万 | 0.02% | 377 | 141 | 59.7% | $5.24万 | 加仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL E | $13.80万 | 0.02% | 635 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $13.68万 | 0.02% | 1,101 | 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 |
| INDA | ISHARES TR MSCI INDIA ETF | $13.58万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| PH | PARKER HANNIFIN CORP | $13.43万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $13.29万 | 0.02% | 808 | 0 | 0.0% | — | 不变 |
| BMO | BANK OF MONTREAL | $13.15万 | 0.02% | 972 | -150 | -13.4% | -$2.03万 | 减仓 |