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 |
|---|---|---|---|---|---|---|---|---|
| LHX | L3HARRIS TECHNOLOGIES INC COM | $12.60万 | 0.02% | 365 | 13 | 3.7% | $4,487 | 加仓 |
| VDC | VANGUARD WORLD FDS CONSUM STP | $12.58万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $12.11万 | 0.02% | 617 | 67 | 12.2% | $1.31万 | 加仓 |
| SMIN | ISHARES TR MSCI INDIA ETF | $12.01万 | 0.02% | 2,003 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR ISHARES NEW | $12.01万 | 0.02% | 1,362 | 0 | 0.0% | — | 不变 |
| SPY | STANDARD & POORS DEP REC TR UN | $11.71万 | 0.02% | 180 | 18 | 11.1% | $1.17万 | 加仓 |
| APH | AMPHENOL CORP NEW CL A | $11.50万 | 0.01% | 910 | 0 | 0.0% | — | 不变 |
| INDY | ISHARES INDIA 50 ETF | $11.46万 | 0.01% | 2,714 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP | $11.37万 | 0.01% | 2,704 | -70,805 | -96.3% | -$297.73万 | 减仓 |
| GWW | GRAINGER W W INC | $10.91万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SLB | SLB LTD | $10.79万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $10.76万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL COM NE | $10.64万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST INTERNAT | $10.36万 | 0.01% | 1,963 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VIII | $10.29万 | 0.01% | 4,575 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDS INC NEW COM | $10.26万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $10.20万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR VALUE LINE DIVID INDX | $10.12万 | 0.01% | 2,153 | -942 | -30.4% | -$4.43万 | 减仓 |
| LIN | LINDE PLC COM | $9.92万 | 0.01% | 200 | -10 | -4.8% | -$4,958 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $9.03万 | 0.01% | 1,636 | 296 | 22.1% | $1.63万 | 加仓 |
| TROW | T ROWE PRICE GROUP INC | $9.01万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $8.93万 | 0.01% | 1,067 | -85 | -7.4% | -$7,115 | 减仓 |
| VGK | VANGUARD INTL EQTY IDX MSCI EU | $8.75万 | 0.01% | 1,061 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $8.67万 | 0.01% | 1,164 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP COM | $8.61万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $8.42万 | 0.01% | 930 | 778 | 511.8% | $7.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $7.94万 | 0.01% | 1,582 | -80 | -4.8% | -$4,016 | 减仓 |
| EMR | EMERSON ELEC CO | $7.86万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT INC COM | $7.83万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFO SVC COM | $7.68万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| — | APOLLO GLOBAL MGMT INC NT 7.6 | $7.63万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $7.51万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $7.46万 | 0.01% | 1,164 | -1,815 | -60.9% | -$11.63万 | 减仓 |
| SPYV | SPDR SERIES TRUST PRTFLO S&P50 | $7.38万 | 0.01% | 1,304 | 4 | 0.3% | $226 | 加仓 |
| — | ASSOCIATED BANC CORP NT 33 | $7.36万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UTS | $7.22万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $7.10万 | 0.01% | 2,313 | 144 | 6.6% | $4,418 | 加仓 |
| WM | WASTE MANAGEMENT INC | $6.89万 | 0.01% | 300 | -14 | -4.5% | -$3,217 | 减仓 |
| DHI | D R HORTON INC COM | $6.86万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST US MKTWI | $6.80万 | 0.01% | 1,403 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR S&P 500 INDEX | $6.73万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP CL A | $6.66万 | 0.01% | 27,500 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR S&P MC 400GR ETF | $6.60万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $6.54万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $6.47万 | 0.01% | 1,135 | 259 | 29.6% | $1.48万 | 加仓 |
| — | UNUM GROUP 6.250 JR NT58 | $6.36万 | 0.01% | 2,780 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $6.18万 | 0.01% | 808 | 808 | — | $6.18万 | 新建仓 |
| VWO | VANGUARD INTL EQTY IDX FTSE EM | $6.18万 | 0.01% | 1,144 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $6.17万 | 0.01% | 313 | 313 | — | $6.17万 | 新建仓 |
| ASML | ASML HOLDING N V N Y REGISTRY | $5.94万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $5.89万 | 0.01% | 14 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $5.85万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GR | $5.84万 | 0.01% | 1,111 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS FD SH | $5.80万 | 0.01% | 1,616 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II S | $5.75万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 5.25 NC | $5.69万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 4.55 DEP P | $5.64万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO. | $5.63万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD CA | $5.44万 | 0.01% | 586 | -632 | -51.9% | -$5.86万 | 减仓 |
| SBUX | STARBUCKS CORP CO | $5.36万 | 0.01% | 598 | -714 | -54.4% | -$6.40万 | 减仓 |
| CAT | CATERPILLAR INC | $5.31万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $5.27万 | 0.01% | 1,266 | -203 | -13.8% | -$8,455 | 减仓 |
| — | BANK AMERICA CORP DP SH NCUM N | $5.27万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5.26万 | 0.01% | 243 | 243 | — | $5.26万 | 新建仓 |
| — | JPMORGAN CHASE & CO 4.20 DP PF | $5.25万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC COM | $5.21万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $5.12万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES COM | $5.09万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| — | REDWOOD TRUST INC | $5.05万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS INT-TE | $5.03万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| — | PINNACLE FINL PARTNERS INC | $4.99万 | 0.01% | 2,000 | 2,000 | — | $4.99万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE COM | $4.94万 | 0.01% | 250 | -35 | -12.3% | -$6,912 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $4.92万 | 0.01% | 2,189 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $4.91万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| — | OLD NATL BANCORP IND 7 DP SH P | $4.91万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM PAR $0.001 | $4.90万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS LARGE CAP E | $4.90万 | 0.01% | 164 | 164 | — | $4.90万 | 新建仓 |
| — | ATHENE HOLDING LTD 4.875 DEP P | $4.87万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | CHS INC RED PFD SER3 CLB | $4.84万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $4.78万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| — | FIRST HORIZON CORPORATION 6.50 | $4.75万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | KEYCORP 6.2 DP SH PFD H | $4.75万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $4.70万 | 0.01% | 2,066 | 836 | 68.0% | $1.90万 | 加仓 |
| — | BANK HAWAII HONOLULU 4.375 DEP | $4.69万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP 4.125 DP PFD | $4.66万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| — | WESTBURY BANCORP INC COM | $4.62万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD | $4.46万 | 0.01% | 2,386 | 408 | 20.6% | $7,630 | 加仓 |
| TEM | TEMPUS AI INC | $4.45万 | 0.01% | 985 | 985 | — | $4.45万 | 新建仓 |
| TXT | TEXTRON INC | $4.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $4.33万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 5.750 N | $4.32万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $4.31万 | 0.01% | 805 | 0 | 0.0% | — | 不变 |
| — | KEYCORP DP SHS PFD G | $4.19万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $4.18万 | 0.01% | 127 | -14 | -9.9% | -$4,604 | 减仓 |
| — | TRUIST FINL CORP 5.25 DP SH PF | $4.11万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 5.7 NCU | $4.11万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $3.99万 | 0.01% | 1,073 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OHIO COM | $3.96万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A SPONSORED ADR | $3.96万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BANC CORP 5.625 DP | $3.95万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |