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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES RUSSELL 2000 ETF | $0 | 0.00% | 0 | -255 | -100.0% | -$6.28万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -1,523 | -100.0% | -$5.69万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC 6.7 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.00万 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR US TIPS ET | $0 | 0.00% | 0 | -1,887 | -100.0% | -$5.00万 | 清仓 |
| — | SPIRE INC 5.9 DEP RP PFD A | $0 | 0.00% | 0 | -2,000 | -100.0% | -$4.80万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -1,113 | -100.0% | -$4.64万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP COM | $0 | 0.00% | 0 | -83 | -100.0% | -$4.01万 | 清仓 |
| BHC | BAUSCH HEALTH COS INC COM | $0 | 0.00% | 0 | -5,025 | -100.0% | -$3.49万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -528 | -100.0% | -$2.95万 | 清仓 |
| GPC | GENUINE PARTS CO CO | $0 | 0.00% | 0 | -225 | -100.0% | -$2.77万 | 清仓 |
| — | RAYMOND JAMES FINL INC 6.375 D | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.50万 | 清仓 |
| SHYG | ISHARES TR 0-5YR HI YL CP | $0 | 0.00% | 0 | -414 | -100.0% | -$1.77万 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS INTL BD | $0 | 0.00% | 0 | -339 | -100.0% | -$1.64万 | 清仓 |
| PDBC | INVESCO ACTIVLY MANGD ETC FD T | $0 | 0.00% | 0 | -1,236 | -100.0% | -$1.64万 | 清仓 |
| MNKD | MANNKIND CORP COM NEW | $0 | 0.00% | 0 | -2,462 | -100.0% | -$1.40万 | 清仓 |
| ZTS | ZOETIS INC CL A | $0 | 0.00% | 0 | -71 | -100.0% | -$8,933 | 清仓 |
| MA | MASTERCARD INC | $0 | 0.00% | 0 | -13 | -100.0% | -$7,421 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFOLI | $0 | 0.00% | 0 | -89 | -100.0% | -$5,830 | 清仓 |
| PPL | PPL CORP COM | $0 | 0.00% | 0 | -105 | -100.0% | -$3,677 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -11 | -100.0% | -$3,564 | 清仓 |
| NUE | NUCOR CORP COM | $0 | 0.00% | 0 | -21 | -100.0% | -$3,425 | 清仓 |
| APD | AIR PRODS & CHEMS INC COM | $0 | 0.00% | 0 | -13 | -100.0% | -$3,211 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -81 | -100.0% | -$3,107 | 清仓 |
| KIM | KIMCO RLTY CORP COM | $0 | 0.00% | 0 | -150 | -100.0% | -$3,040 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND | $0 | 0.00% | 0 | -50 | -100.0% | -$2,874 | 清仓 |
| NKE | NIKE INC-CL B | $0 | 0.00% | 0 | -44 | -100.0% | -$2,803 | 清仓 |
| EVRG | EVERGY INC COM | $0 | 0.00% | 0 | -38 | -100.0% | -$2,755 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$2,557 | 清仓 |
| AES | AES CORP CO | $0 | 0.00% | 0 | -177 | -100.0% | -$2,538 | 清仓 |
| PNW | PINNACLE WEST CAP CORP COM | $0 | 0.00% | 0 | -28 | -100.0% | -$2,484 | 清仓 |
| TMUS | T MOBILE US INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$2,436 | 清仓 |
| COP | CONOCOPHILLIPS COM | $0 | 0.00% | 0 | -26 | -100.0% | -$2,434 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2,430 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG RES INC COM | $0 | 0.00% | 0 | -20 | -100.0% | -$2,100 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -30 | -100.0% | -$1,915 | 清仓 |
| OC | OWENS CORNING NEW COM | $0 | 0.00% | 0 | -17 | -100.0% | -$1,902 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,534 | 清仓 |
| MTCH | MATCH GROUP INC COM | $0 | 0.00% | 0 | -26 | -100.0% | -$840 | 清仓 |
| — | TREES CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$351 | 清仓 |
| — | ACCESS POWER & CO INC | $0 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | Sycamore Partners DAP Right | $0 | 0.00% | 700,977 | -2,568 | -0.4% | — | 减仓 |