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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STANDARD & POORS DEP REC TR UN | $13.44万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $13.32万 | 0.02% | 611 | -6 | -1.0% | -$1,308 | 减仓 |
| HON | HONEYWELL INTL INC | $12.99万 | 0.01% | 580 | -580 | -50.0% | -$12.99万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $12.82万 | 0.01% | 580 | 580 | — | $12.82万 | 新建仓 |
| VDC | VANGUARD WORLD FDS CONSUM STP | $12.63万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| INDY | ISHARES INDIA 50 ETF | $11.79万 | 0.01% | 2,714 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $11.61万 | 0.01% | 1,025 | -76 | -6.9% | -$8,611 | 减仓 |
| TRV | TRAVELERS COMPANIES COM | $11.55万 | 0.01% | 350 | 342 | 4,275.0% | $11.29万 | 加仓 |
| TROW | T ROWE PRICE GROUP INC | $11.37万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $11.24万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $10.84万 | 0.01% | 373 | 8 | 2.2% | $2,325 | 加仓 |
| APH | AMPHENOL CORP NEW CL A | $10.75万 | 0.01% | 610 | -300 | -33.0% | -$5.29万 | 减仓 |
| — | TOPBUILD CORP COM | $10.64万 | 0.01% | 300 | -5,429 | -94.8% | -$192.47万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST INTERNAT | $10.60万 | 0.01% | 1,963 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC COM | $10.38万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR VALUE LINE DIVID INDX | $10.37万 | 0.01% | 2,153 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR ISHARES NEW | $10.28万 | 0.01% | 1,362 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $10.28万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR CORE UNIVERSAL TOTA | $10.15万 | 0.01% | 2,200 | -747 | -25.3% | -$3.45万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VIII | $9.99万 | 0.01% | 4,575 | 0 | 0.0% | — | 不变 |
| ROP | ROPER INDS INC NEW COM | $9.81万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN CORP COM | $9.44万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQTY IDX MSCI EU | $9.39万 | 0.01% | 1,061 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $9.04万 | 0.01% | 1,067 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR CORE MSCI EAFE | $8.98万 | 0.01% | 930 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V N Y REGISTRY | $8.95万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $8.81万 | 0.01% | 1,680 | 44 | 2.7% | $2,306 | 加仓 |
| EMR | EMERSON ELEC CO | $8.59万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL COM NE | $8.43万 | 0.01% | 900 | -700 | -43.8% | -$6.56万 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $8.37万 | 0.01% | 408 | -823 | -66.9% | -$16.87万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR UTS | $8.23万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC COM | $8.14万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT INC COM | $8.13万 | 0.01% | 839 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $7.99万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST US MKTWI | $7.72万 | 0.01% | 1,403 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR S&P 500 INDEX | $7.71万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR S&P MC 400GR ETF | $7.71万 | 0.01% | 656 | 0 | 0.0% | — | 不变 |
| — | APOLLO GLOBAL MGMT INC NT 7.6 | $7.65万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST PRTFLO S&P50 | $7.61万 | 0.01% | 1,252 | -52 | -4.0% | -$3,161 | 减仓 |
| — | ASSOCIATED BANC CORP NT 33 | $7.29万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $7.29万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $7.27万 | 0.01% | 430 | 400 | 1,333.3% | $6.76万 | 加仓 |
| UGI | UGI CORP NEW COM | $6.91万 | 0.01% | 2,000 | 2,000 | — | $6.91万 | 新建仓 |
| VWO | VANGUARD INTL EQTY IDX FTSE EM | $6.83万 | 0.01% | 1,144 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $6.70万 | 0.01% | 1,582 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT INC | $6.69万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II S | $6.39万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS FD SH | $6.37万 | 0.01% | 1,616 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFO SVC COM | $6.37万 | 0.01% | 1,638 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO. | $6.34万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BMO | BANK OF MONTREAL | $6.26万 | 0.01% | 354 | -618 | -63.6% | -$10.92万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE COM | $6.25万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $6.24万 | 0.01% | 350 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $6.23万 | 0.01% | 1,089 | -75 | -6.4% | -$4,294 | 减仓 |
| AZN | ASTRAZENECA PLC | $6.14万 | 0.01% | 324 | 11 | 3.5% | $2,086 | 加仓 |
| — | UNUM GROUP 6.250 JR NT58 | $6.04万 | 0.01% | 2,780 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP CL A | $5.91万 | 0.01% | 27,500 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GR | $5.82万 | 0.01% | 1,111 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $5.79万 | 0.01% | 1,000 | 15 | 1.5% | $869 | 加仓 |
| SBUX | STARBUCKS CORP CO | $5.74万 | 0.01% | 562 | -36 | -6.0% | -$3,679 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $5.72万 | 0.01% | 25,000 | 25,000 | — | $5.72万 | 新建仓 |
| — | FEDERAL AGRIC MTG CORP 5.25 NC | $5.68万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS LARGE CAP E | $5.64万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $5.58万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP COM | $5.56万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $5.53万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE & CO 4.55 DEP P | $5.53万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD CA | $5.50万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $5.46万 | 0.01% | 805 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $5.42万 | 0.01% | 1,116 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $5.37万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP DP SH NCUM N | $5.34万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $5.28万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM PAR $0.001 | $5.21万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $5.20万 | 0.01% | 800 | 800 | — | $5.20万 | 新建仓 |
| — | THERAVANCE BIOPHARMA INC | $5.18万 | 0.01% | 3,046 | 3,046 | — | $5.18万 | 新建仓 |
| — | JPMORGAN CHASE & CO 4.20 DP PF | $5.15万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | WESTBURY BANCORP INC COM | $5.10万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC COM | $5.08万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDG LTD | $5.07万 | 0.01% | 2,400 | 14 | 0.6% | $296 | 加仓 |
| — | REDWOOD TRUST INC | $5.05万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $4.99万 | 0.01% | 568 | -240 | -29.7% | -$2.11万 | 减仓 |
| — | KEYCORP 6.2 DP SH PFD H | $4.99万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS INT-TE | $4.98万 | 0.01% | 844 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $4.96万 | 0.01% | 644 | -520 | -44.7% | -$4.01万 | 减仓 |
| — | OLD NATL BANCORP IND 7 DP SH P | $4.94万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $4.94万 | 0.01% | 2,090 | -99 | -4.5% | -$2,338 | 减仓 |
| — | PINNACLE FINL PARTNERS INC | $4.89万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | CHS INC RED PFD SER3 CLB | $4.83万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | ATHENE HOLDING LTD 4.875 DEP P | $4.75万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP 4.125 DP PFD | $4.71万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $4.71万 | 0.01% | 488 | 0 | 0.0% | — | 不变 |
| — | FIRST HORIZON CORPORATION 6.50 | $4.70万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| — | BANK HAWAII HONOLULU 4.375 DEP | $4.62万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $4.59万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $4.58万 | 0.01% | 3,294 | -100 | -2.9% | -$1,390 | 减仓 |
| ALRS | ALERUS FINL CORP COM | $4.57万 | 0.01% | 1,470 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $4.48万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP OHIO COM | $4.37万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES COM | $4.36万 | 0.00% | 75 | -175 | -70.0% | -$10.17万 | 减仓 |