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 |
|---|---|---|---|---|---|---|---|---|
| RELY | REMITLY GLOBAL INC | $1.18万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II S | $1.11万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $1.10万 | 0.00% | 500 | -40 | -7.4% | -$881 | 减仓 |
| CPNG | COUPANG INC | $1.09万 | 0.00% | 575 | 575 | — | $1.09万 | 新建仓 |
| PINE | ALPINE INCOME PPTY TR INC | $1.08万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $1.08万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $1.08万 | 0.00% | 41 | -167 | -80.3% | -$4.39万 | 减仓 |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP | $1.06万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.05万 | 0.00% | 80 | 36 | 81.8% | $4,714 | 加仓 |
| — | NI HLDGS INC COM | $1.01万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.01万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER | $8,913 | 0.00% | 68 | -34 | -33.3% | -$4,456 | 减仓 |
| KVUE | KENVUE INC | $8,620 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL IN | $8,580 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $8,104 | 0.00% | 74 | -40 | -35.1% | -$4,381 | 减仓 |
| VOT | VANGUARD INDEX FDS MCAP GR IDX | $7,978 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $7,872 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $7,838 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS VG TL INTL S | $7,094 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR US SML C | $6,960 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE - CL B | $6,296 | 0.00% | 64 | -53 | -45.3% | -$5,214 | 减仓 |
| IHF | ISHARES TR US HLTHCR PR ETF | $6,277 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | ACCELLERON INDS LTD UNSPONSORE | $6,259 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TRUS | $6,080 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $6,022 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $5,779 | 0.00% | 10 | 10 | — | $5,779 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC COM | $5,755 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $5,596 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $5,465 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $5,392 | 0.00% | 100 | 100 | — | $5,392 | 新建仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME | $5,381 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP CO | $5,294 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL EST FIN INC C | $5,280 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE | $5,232 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | CHS INC PFD 8 | $5,177 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC COM CL A | $5,170 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $4,829 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS A G SPONSORED ADR | $4,735 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | ASHFORD HOSPITALITY TR INC 7.5 | $4,305 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $4,079 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $4,067 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC COM | $3,724 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| D | DOMINION RES INC/VA | $3,462 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $3,340 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3,265 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | SIGNATURE BK NEW YORK N Y 5 DE | $3,250 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $3,198 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3,166 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $3,110 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC COM NEW | $2,912 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $2,533 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | DULUTH HLDGS INC COM CL B | $2,528 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A SP ADR PFD | $2,343 | 0.00% | 642 | -2,552 | -79.9% | -$9,314 | 减仓 |
| TRV | TRAVELERS COMPANIES COM | $2,333 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $2,327 | 0.00% | 28 | 28 | — | $2,327 | 新建仓 |
| — | ADVISORSHARES TR | $2,151 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $2,109 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $1,978 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW COM NEW | $1,975 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $1,973 | 0.00% | 132 | -65 | -33.0% | -$972 | 减仓 |
| — | SUN SILVER LTD | $1,870 | 0.00% | 2,000 | 2,000 | — | $1,870 | 新建仓 |
| KKR | KKR & CO INC | $1,850 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1,802 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CL A | $1,708 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD AD | $1,700 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1,542 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | DOLPHIN ENTMT INC | $1,470 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| INMD | INMODE LTD SHS | $1,368 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP COM | $1,314 | 0.00% | 4 | -3 | -42.9% | -$986 | 减仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1,297 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC COM | $1,123 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC COM | $1,108 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $1,028 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC COM | $976 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $835 | 0.00% | 21 | 21 | — | $835 | 新建仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD II | $766 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC. | $755 | 0.00% | 220 | -100 | -31.2% | -$343 | 减仓 |
| JOE | ST JOE CO COM | $754 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | HIGHLANDS REIT INC COM | $738 | 0.00% | 7,184 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $667 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | CRESCO LABS INC SUB VTG SHS | $631 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $566 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $553 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $491 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC. | $481 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $394 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN | $360 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CGROWTH CAPITAL INC | $320 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $301 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC COMMO | $279 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | INVESCO DYNAMIC LEISURE AND EN | $232 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WESTPORT FUEL SYSTEMS INC COM | $227 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | SYMBOLIC LOGIC INC | $116 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | BRAND HOUSE COLLECTIVE INC | $93 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES SH BEN INT | $40 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC COM | $23 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC C | $19 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -175,742 | -100.0% | -$1,784.84万 | 清仓 |
| — | B. RILEY FINANCIAL INC SR NT 2 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$7.41万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -376 | -100.0% | -$6.92万 | 清仓 |