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THOMPSON DAVIS & CO., INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
THOMPSON DAVIS & CO., INC.
报告期 2026-03-31 · CIK 0001017284
持仓数
141
前50大市值合计
$126.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 115 项
建仓 21
增持 36
减持 32
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
SMID
SMITH MIDLAND CORP
-$26.8M
1,667,429
+7%
减持
ESOA
ENERGY SVCS ACQUISITION CORP
-$6.8M
582,425
-56%
清仓
KNSL
KINSALE CAP GROUP INC
-$1.2M
0
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-100%
减持
FEIM
FREQUENCY ELECTRS INC
-$1.0M
53,125
-62%
增持
DY
DYCOM INDS INC
+$842.1K
7,265
+172%
建仓
ARM
ARM HOLDINGS PLC
+$643.8K
3,935
清仓
PWR
QUANTA SVCS INC
-$565.1K
0
-100%
清仓
NTNX
NUTANIX INC
-$564.7K
0
-100%
建仓
SPYM
SPDR SER TR
+$534.4K
8,350
增持
SPTI
SPDR SER TR
+$509.4K
30,750
+146%
减持
AMD
ADVANCED MICRO DEVICES INC
-$500.4K
11,745
-12%
建仓
USFR
WISDOMTREE TR
+$467.0K
9,282
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$453.8K
21,016
+74%
清仓
IBIT
ISHARES BITCOIN TR
-$450.6K
0
-100%
建仓
SFM
SPROUTS FMRS MKT INC
+$418.3K
5,000
建仓
SPMD
SPDR SER TR
+$410.4K
8,000
建仓
CECO
CECO ENVIRONMENTAL CORP
+$380.8K
13,200
建仓
BROS
DUTCH BROS INC
+$376.3K
9,090
减持
WGS
GENEDX HOLDINGS CORP
+$351.0K
21,844
-9%
建仓
GEV
GE VERNOVA LLC
+$341.5K
1,991
清仓
SNOW
SNOWFLAKE INC
-$315.1K
0
-100%
增持
GOOG
ALPHABET INC
+$313.9K
3,985
+45%
建仓
MKL
MARKEL GROUP INC
+$308.8K
196
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$307.1K
0
-100%
清仓
UTI
UNIVERSAL TECHNICAL INST INC
-$302.9K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$299.8K
8,514
+914%
清仓
LNG
CHENIERE ENERGY INC
-$298.4K
0
-100%
增持
CSL
CARLISLE COS INC
+$281.5K
20,982
+0%
增持
AAPL
APPLE INC
+$279.6K
6,292
+3%
建仓
CDNA
CAREDX INC
+$276.8K
17,825
清仓
—
BIOHAVEN LTD
-$273.4K
0
-100%
清仓
FIX
COMFORT SYS USA INC
-$273.2K
0
-100%
清仓
SPTL
SPDR SER TR
-$260.2K
0
-100%
增持
HYBL
SSGA ACTIVE TR
+$258.3K
24,907
+59%
清仓
—
AZEK CO INC
-$245.3K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$230.8K
10,900
增持
LLY
ELI LILLY & CO
+$224.3K
1,687
+1%
建仓
WMT
WALMART INC
+$215.7K
3,186
建仓
SLB
SCHLUMBERGER LTD
+$212.8K
4,510
清仓
BAC
BANK AMERICA CORP
-$212.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$211.5K
4,880
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$210.1K
11,613
+56%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$209.7K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$208.1K
0
-100%
建仓
—
EATON CORP PLC
+$203.8K
650
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$203.3K
0
-100%
建仓
SPTS
SPDR SER TR
+$202.1K
7,000
清仓
QUIK
QUICKLOGIC CORP
-$202.0K
0
-100%
清仓
GMAB
GENMAB A/S
-$201.9K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$201.0K
0
-100%
清仓
MITK
MITEK SYS INC
-$172.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$168.2K
5,150
+12%
建仓
LYFT
LYFT INC
+$157.9K
11,200
减持
COST
COSTCO WHSL CORP NEW
+$150.6K
1,383
-1%
增持
PRIM
PRIMORIS SVCS CORP
+$149.4K
20,125
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$143.4K
5,618
-12%
减持
CX
CEMEX SAB DE CV
-$136.0K
16,500
-38%
增持
LFMD
LIFEMD INC
-$135.1K
40,250
+1%
清仓
MSOS
ADVISORSHARES TR
-$129.1K
0
-100%
建仓
PESI
PERMA-FIX ENVIRONMENTAL SVCS
+$120.1K
11,855
减持
—
SOTHERLY HOTELS INC
-$107.3K
268,535
-6%
减持
GLD
SPDR GOLD TR
-$104.5K
2,037
-23%
增持
ORCL
ORACLE CORP
+$93.2K
2,150
+28%
增持
CCJ
CAMECO CORP
+$85.7K
6,475
+20%
清仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-$81.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$80.7K
638
-22%
增持
V
VISA INC
+$80.2K
1,088
+48%
减持
UBER
UBER TECHNOLOGIES INC
-$80.1K
14,120
-2%
清仓
APLD
APPLIED DIGITAL CORP
-$77.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$75.3K
1,394
+7%
增持
TGT
TARGET CORP
+$74.6K
2,150
+56%
增持
FLOT
ISHARES TR
+$64.4K
9,200
+16%
减持
DOV
DOVER CORP
+$62.9K
20,920
-0%
减持
VRT
VERTIV HOLDINGS CO
-$59.4K
4,550
-18%
增持
QQQ
INVESCO QQQ TR
+$57.4K
1,609
+0%
增持
GOOGL
ALPHABET INC
+$57.3K
1,598
+3%
增持
VUG
VANGUARD INDEX FDS
+$57.0K
1,818
+0%
减持
—
ARC DOCUMENT SOLUTIONS INC
-$55.1K
174,382
-6%
增持
META
META PLATFORMS INC
+$52.2K
1,496
+3%
建仓
—
CO-DIAGNOSTICS INC
+$51.9K
41,500
增持
EME
EMCOR GROUP INC
+$51.3K
860
+15%
增持
NXT
NEXTRACKER INC
-$50.6K
8,240
+6%
建仓
DYAI
DYADIC INTL INC DEL
+$50.3K
34,000
增持
NFLX
NETFLIX INC
+$43.2K
532
+2%
清仓
GSIT
GSI TECHNOLOGY INC
-$42.2K
0
-100%
增持
PROF
PROFOUND MED CORP
+$42.0K
74,800
+9%
减持
PPSI
PIONEER PWR SOLUTIONS INC
-$40.1K
15,700
-12%
增持
XLK
SELECT SECTOR SPDR TR
+$37.7K
2,062
+0%
减持
—
CHUBB LIMITED
-$35.2K
6,125
-1%
减持
JNJ
JOHNSON & JOHNSON
-$33.2K
2,426
-1%
减持
VTV
VANGUARD INDEX FDS
-$30.3K
5,604
-2%
减持
PDFS
PDF SOLUTIONS INC
-$29.5K
9,300
-15%
减持
SCHD
SCHWAB STRATEGIC TR
-$26.9K
3,627
-5%
减持
—
PROFIRE ENERGY INC
-$17.4K
15,000
-28%
减持
UEC
URANIUM ENERGY CORP
-$17.3K
18,750
-3%
增持
VB
VANGUARD INDEX FDS
-$15.4K
1,981
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$14.4K
503
+18%
减持
ILPT
INDUSTRIAL LOGISTICS PPTYS T
-$13.7K
15,500
-6%
减持
GROY
GOLD ROYALTY CORP
-$13.6K
23,000
-6%
增持
IWM
ISHARES TR
-$13.5K
2,330
+1%
减持
AWRE
AWARE INC MASS
+$13.5K
134,567
-0%
减持
—
NVENT ELECTRIC PLC
-$10.6K
5,226
-4%
建仓
VXRT
VAXART INC
+$9.3K
14,000
清仓
—
MARIN SOFTWARE INC
-$9.2K
0
-100%
增持
IVV
ISHARES TR
+$8.8K
399
+0%
减持
—
S&W SEED CO
-$6.2K
46,250
-2%
减持
PZG
PARAMOUNT GOLD NEV CORP
-$5.8K
24,000
-37%
减持
XLY
SELECT SECTOR SPDR TR
-$4.2K
1,181
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$3.7K
2,713
+1%
建仓
—
TRIO PETROLEUM CORP
+$3.0K
10,000
减持
XLC
SELECT SECTOR SPDR TR
-$2.7K
2,744
-6%
增持
TRAK
REPOSITRAK INC
+$2.5K
37,675
+4%
清仓
—
ISUN INC
-$2.5K
0
-100%
减持
—
WESTROCK CO
-$814
5,100
-2%
减持
ESGV
VANGUARD WORLD FD
-$92
8,124
-4%
