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 |
|---|---|---|---|---|---|---|---|---|
| ERIE | ERIE INDTY CO CL A | $1.53万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.53万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MIDCAP VALUE E | $1.51万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.49万 | 0.00% | 200 | 200 | — | $1.49万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $1.46万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $1.45万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $1.35万 | 0.00% | 38 | -12 | -24.0% | -$4,251 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1.35万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES GLOBAL TIMBER & FOREST | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS SMALL CP ET | $1.30万 | 0.00% | 43 | -28 | -39.4% | -$8,487 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $1.28万 | 0.00% | 20 | 20 | — | $1.28万 | 新建仓 |
| — | ABERDEEN INDIA FD INC COM | $1.27万 | 0.00% | 1,080 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY | $1.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC | $1.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCHANGE-TRADED FD TR | $1.24万 | 0.00% | 165 | 165 | — | $1.24万 | 新建仓 |
| — | NI HLDGS INC COM | $1.23万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $1.19万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST S&P 400 MDCP | $1.19万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $1.17万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WORKS INC | $1.12万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $1.08万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO COM | $1.03万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.01万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $9,988 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $9,555 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS MCAP GR IDX | $9,495 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC POWER | $9,303 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $8,950 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $8,941 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATIONAL FINANCIAL IN | $8,725 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC COM | $8,405 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR US HLTHCR PR ETF | $8,299 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS VG TL INTL S | $7,865 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR US SML C | $7,860 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $7,737 | 0.00% | 209 | -131 | -38.5% | -$4,850 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TRUS | $7,578 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $7,373 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $7,216 | 0.00% | 100 | -50 | -33.3% | -$3,608 | 减仓 |
| — | ACCELLERON INDS LTD UNSPONSORE | $7,106 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE - CL B | $6,880 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $6,441 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC | $6,267 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II S | $5,915 | 0.00% | 100 | -100 | -50.0% | -$5,915 | 减仓 |
| PJT | PJT PARTNERS INC COM CL A | $5,585 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOME | $5,366 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL EST FIN INC C | $5,340 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX INVESTMENT GRADE | $5,235 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | CHS INC PFD 8 | $5,073 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP CO | $5,035 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS A G SPONSORED ADR | $4,858 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $4,388 | 0.00% | 200 | -208 | -51.0% | -$4,564 | 减仓 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $4,135 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,101 | 0.00% | 24 | 24 | — | $4,101 | 新建仓 |
| VLTO | VERALTO CORP COM SHS | $4,079 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $3,857 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| D | DOMINION RES INC/VA | $3,824 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | ASHFORD HOSPITALITY TR INC 7.5 | $3,776 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $3,673 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DULUTH HLDGS INC COM CL B | $3,584 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| MTW | MANITOWOC CO INC COM NEW | $3,472 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $3,197 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $3,045 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $2,731 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $2,669 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $2,548 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $2,500 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | SIGNATURE BK NEW YORK N Y 5 DE | $2,300 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $2,092 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | RECONNAISSANCE ENRY AFRICA LTD | $1,990 | 0.00% | 2,653 | 2,653 | — | $1,990 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW COM NEW | $1,925 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1,836 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC CL A | $1,616 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD AD | $1,450 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1,395 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC. | $1,351 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP COM | $1,259 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SUN SILVER LTD | $1,249 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $1,192 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | DOLPHIN ENTMT INC | $1,150 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $1,110 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $1,061 | 0.00% | 75 | 75 | — | $1,061 | 新建仓 |
| ARDX | ARDELYX INC COM | $943 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE TRADED FD II | $942 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $910 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $807 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC COM | $795 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC COM | $793 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO COM | $752 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CRESCO LABS INC SUB VTG SHS | $602 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $544 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | HIGHLANDS REIT INC COM | $489 | 0.00% | 7,184 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $398 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN | $311 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS&RESORTS COM | $308 | 0.00% | 13 | -32,358 | -100.0% | -$76.66万 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC COMMO | $292 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | INVESCO DYNAMIC LEISURE AND EN | $266 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CGROWTH CAPITAL INC | $260 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| — | SYMBOLIC LOGIC INC | $142 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| — | WESTPORT FUEL SYSTEMS INC COM | $136 | 0.00% | 60 | -65 | -52.0% | -$147 | 减仓 |
| — | ELME COMMUNITIES SH BEN INT | $30 | 0.00% | 20 | 0 | 0.0% | — | 不变 |