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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MOTOR COMPANY | $3.92万 | 0.01% | 3,394 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $3.88万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO CO | $3.84万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO CO NEW DEP SH PFD | $3.78万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD GROUP DIV APP ETF | $3.76万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR BARCLYS MBS BD | $3.75万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| — | BRIGHTHOUSE FINL INC 5.375 DEP | $3.72万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR USD INV GRDE ETF | $3.68万 | 0.00% | 719 | 0 | 0.0% | — | 不变 |
| — | ATLANTIC UN BANKSHARES CORP 6. | $3.65万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| IBM | I B M | $3.64万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO NT 4.95 80 | $3.57万 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| — | CAPITAL ONE FINL CORP 4.8 DP | $3.57万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FEDERAL AGRIC MTG CORP 4.875 P | $3.53万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM OPP | $3.53万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| ALRS | ALERUS FINL CORP COM | $3.49万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO DEP CL A PFD | $3.45万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | STIFEL FINL CORP 4.50 DEP PFD | $3.44万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $3.40万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO | $3.40万 | 0.00% | 1,427 | 0 | 0.0% | — | 不变 |
| — | CULLEN FROST BANKERS INC 4.450 | $3.39万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $3.39万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| — | HUNTINGTON BANCSHARES INC 6.87 | $3.38万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| — | BRIGHTHOUSE FINL INC 6.25 NT 5 | $3.28万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | REGIONS FINANCIAL CORP NEW DEP | $3.26万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | WAFD INC 4.875 DEP PFD A | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | GREEN BRICK PARTNERS INC 5.75 | $3.22万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | CAPITAL ONE FINL CORP 4.375 DE | $3.22万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $3.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES US HOME CONS ETF | $3.17万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | PUBLIC STORAGE 4.125 DP SH PF | $3.13万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $3.13万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR SBI MATE | $3.00万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $3.00万 | 0.00% | 1,320 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAV&FRA COM | $2.92万 | 0.00% | 402 | -61 | -13.2% | -$4,426 | 减仓 |
| — | JPMORGAN CHASE & CO 5.75 SHS P | $2.90万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR US AGGREGA | $2.78万 | 0.00% | 1,198 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.77万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| — | BANK AMER CORP 5.375 DP PFD KK | $2.71万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $2.69万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $2.63万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP | $2.63万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD SPONSORED ADR | $2.62万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| — | KEYCORP DEP SHS PFD F | $2.60万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR RUS MID CAP ETF | $2.60万 | 0.00% | 267 | 267 | — | $2.60万 | 新建仓 |
| — | US BANCORP DEL DEP PERP PFD K | $2.58万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD ADR | $2.47万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| — | OLD NATL BANCORP IND DP NC PPF | $2.46万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC. | $2.45万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST BLOMBRG BRC | $2.42万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| — | STIFEL FINL CORP DEP RP SHS PF | $2.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC COM | $2.37万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TRUST | $2.37万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $2.35万 | 0.00% | 2,602 | -1,982 | -43.2% | -$1.79万 | 减仓 |
| — | WEBSTER FINL CORP 6.50 CUM PFD | $2.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $2.32万 | 0.00% | 506 | -38 | -7.0% | -$1,740 | 减仓 |
| LLY | LILLY ELI AND COMPANY | $2.30万 | 0.00% | 25 | -7 | -21.9% | -$6,438 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG UNIT LT | $2.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.21万 | 0.00% | 290 | -4 | -1.4% | -$305 | 减仓 |
| JCI | JOHNSON CONTROLS INTL | $2.19万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR EAFE SML CP ETF | $2.16万 | 0.00% | 276 | 276 | — | $2.16万 | 新建仓 |
| — | FIRST CTZNS BANCSHARES INC DEL | $2.16万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $2.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ASPEN INSURANCE HOLDINGS LTD D | $2.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY FOODS CORP | $2.08万 | 0.00% | 100 | -75 | -42.9% | -$1.56万 | 减仓 |
| — | WEBSTER FINL CORP DEP SHS RP P | $2.07万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $2.05万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2.00万 | 0.00% | 75 | -19 | -20.2% | -$5,054 | 减仓 |
| — | ALLSTATE CORP 5.1 DP SH PFD H | $1.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WISCONSIN ELEC PWR CO PFD 3.60 | $1.97万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.95万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | IMPACT SHS TR I NAACP MINO ETF | $1.91万 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $1.91万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST WORLD EX | $1.89万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $1.87万 | 0.00% | 683 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS SMALL CP ET | $1.86万 | 0.00% | 71 | 1 | 1.4% | $262 | 加仓 |
| AVGO | BROADCOM INC COM | $1.86万 | 0.00% | 60 | -12 | -16.7% | -$3,714 | 减仓 |
| SLQD | ISHARES TR 0-5YR INVT GR CP | $1.79万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $1.78万 | 0.00% | 975 | 10 | 1.0% | $183 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1.73万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY 4.250 DP PFD O | $1.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.72万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | HUNTINGTON BANCSHARES INC 4.50 | $1.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | SOUTHERN CO 4.20 NT S20C 60 | $1.70万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $1.66万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | DTE ENERGY CO CAL DEB 80 | $1.63万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTERNATIONAL INC | $1.62万 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO CL A | $1.61万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.57万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO P L C SPON ADR NEW | $1.49万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR DJ US TECH SEC | $1.49万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $1.47万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ISHARES GLOBAL TIMBER & FOREST | $1.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MIDCAP VALUE E | $1.34万 | 0.00% | 92 | 92 | — | $1.34万 | 新建仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $1.29万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $1.25万 | 0.00% | 340 | 340 | — | $1.25万 | 新建仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY | $1.24万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $1.23万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | ABERDEEN INDIA FD INC COM | $1.22万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MIDCAP GROWTH | $1.18万 | 0.00% | 92 | 92 | — | $1.18万 | 新建仓 |