小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 40
增持 39
减持 41
清仓 30
方向
标的
Δ市值
现股数(环比)
增持
SMID
SMITH MIDLAND CORP
+$8.1M
1,832,843
+3%
减持
WMT
WALMART INC
-$3.7M
6,556
-85%
增持
CSL
CARLISLE COS INC
+$1.7M
28,882
+38%
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。
减持
PSIX
POWER SOLUTIONS INTL INC
-$1.1M
2,400
-88%
建仓
COF
CAPITAL ONE FINL CORP
+$1.1M
4,989
建仓
TGEN
TECOGEN INC NEW
+$1.0M
117,953
建仓
SMH
VANECK ETF TRUST
+$897.5K
2,750
建仓
TPC
TUTOR PERINI CORP
+$784.1K
11,955
减持
DY
DYCOM INDS INC
-$757.8K
2,910
-56%
减持
FIX
COMFORT SYS USA INC
+$748.0K
2,872
-5%
增持
NVDA
NVIDIA CORPORATION
+$670.4K
8,309
+49%
建仓
—
IREN LIMITED
+$511.1K
10,890
增持
TSLA
TESLA INC
+$506.9K
2,650
+14%
减持
ESOA
ENERGY SVCS ACQUISITION CORP
-$489.5K
17,100
-74%
建仓
—
GILAT SATELLITE NETWORKS LTD
+$485.6K
37,300
清仓
CSCO
CISCO SYS INC
-$470.7K
0
-100%
清仓
SFM
SPROUTS FMRS MKT INC
-$469.2K
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
+$463.8K
3,250
-41%
增持
GOOG
ALPHABET INC
+$451.9K
3,747
+44%
清仓
RDDT
REDDIT INC
-$384.0K
0
-100%
减持
GLDD
GREAT LAKES DREDGE & DOCK CO
-$377.1K
26,600
-53%
清仓
NX
QUANEX BLDG PRODS CORP
-$359.5K
0
-100%
增持
EME
EMCOR GROUP INC
+$350.6K
1,355
+37%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$333.0K
9,530
+13%
清仓
CDNA
CAREDX INC
-$330.2K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$319.3K
14,700
+28%
清仓
D
DOMINION ENERGY INC
-$318.1K
0
-100%
增持
LPTH
LIGHTPATH TECHNOLOGIES INC
+$317.8K
56,909
+31%
建仓
UUUU
ENERGY FUELS INC
+$294.7K
19,200
增持
FEIM
FREQUENCY ELECTRS INC
+$282.7K
24,735
+1%
减持
LLY
ELI LILLY & CO
-$282.4K
1,201
-22%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$281.8K
7,583
-40%
建仓
IONQ
IONQ INC
+$269.1K
4,375
增持
AAPL
APPLE INC
+$264.7K
5,033
+6%
建仓
SLV
ISHARES SILVER TR
+$262.7K
6,200
建仓
SEI
SOLARIS ENERGY INFRAS INC
+$260.8K
6,525
减持
TRAK
REPOSITRAK INC
-$252.1K
25,250
-21%
增持
BW
BABCOCK & WILCOX ENTERPRISES
+$251.1K
96,550
+222%
建仓
DIS
DISNEY WALT CO
+$246.7K
2,155
建仓
TSSI
TSS INC DEL
+$244.5K
13,500
清仓
CAVA
CAVA GROUP INC
-$244.3K
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$243.7K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$240.2K
14,000
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$234.2K
19,200
减持
ORCL
ORACLE CORP
-$233.7K
1,328
-52%
清仓
SDY
SPDR SERIES TRUST
-$232.5K
0
-100%
建仓
CLSK
CLEANSPARK INC
+$232.0K
16,000
清仓
LUNR
INTUITIVE MACHINES INC
-$231.3K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$228.8K
0
-100%
减持
PROF
PROFOUND MED CORP
-$221.3K
208,720
-1%
清仓
AIG
AMERICAN INTL GROUP INC
-$220.4K
0
-100%
清仓
RING
ISHARES INC
-$220.1K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$220.0K
361
建仓
SPIN
SSGA ACTIVE TR
+$216.3K
6,850
建仓
BWXT
BWX TECHNOLOGIES INC
+$212.0K
1,150
建仓
MTZ
MASTEC INC
+$210.7K
990
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$210.1K
10,400
建仓
—
TOWER SEMICONDUCTOR LTD
+$209.7K
2,900
清仓
—
SHARKNINJA INC
-$205.4K
0
-100%
增持
PL
PLANET LABS PBC
+$201.0K
24,800
+25%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$200.7K
1,100
增持
VB
VANGUARD INDEX FDS
+$199.1K
2,607
+33%
建仓
PATH
UIPATH INC
+$194.1K
14,370
增持
SHIM
SHIMMICK CORPORATION
+$193.1K
110,000
+100%
增持
GOOGL
ALPHABET INC
+$191.5K
2,396
+8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$180.9K
44,525
+9%
增持
BB
BLACKBERRY LTD
+$178.4K
184,574
+10%
增持
OUNZ
VANECK MERK GOLD ETF
+$169.6K
11,400
+43%
增持
BIL
SPDR SERIES TRUST
+$156.3K
11,297
+18%
增持
AMZN
AMAZON COM INC
+$153.7K
8,081
+9%
建仓
PRME
PRIME MEDICINE INC
+$152.8K
27,573
增持
MKL
MARKEL GROUP INC
+$147.4K
376
+31%
建仓
CIFR
CIPHER MINING INC
+$144.2K
11,450
增持
GLD
SPDR GOLD TR
+$137.1K
2,647
+0%
增持
HYBL
SSGA ACTIVE TR
+$132.6K
42,464
+12%
建仓
MRAM
EVERSPIN TECHNOLOGIES INC
+$130.8K
14,050
增持
AIQ
GLOBAL X FDS
+$129.5K
11,645
+14%
减持
SPTI
SPDR SERIES TRUST
-$127.6K
40,951
-10%
减持
COST
COSTCO WHSL CORP NEW
-$126.0K
1,344
-3%
建仓
ASYS
AMTECH SYS INC
+$122.7K
13,250
减持
UBER
UBER TECHNOLOGIES INC
-$120.9K
5,955
-19%
建仓
—
CARDLYTICS INC
+$111.5K
45,370
增持
CX
CEMEX SAB DE CV
+$106.0K
38,000
+12%
清仓
JOBY
JOBY AVIATION INC
-$105.5K
0
-100%
建仓
GPRO
GOPRO INC
+$105.4K
50,669
清仓
WRAP
WRAP TECHNOLOGIES INC
-$103.0K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$100.1K
1,250
-11%
增持
MSFT
MICROSOFT CORP
+$92.9K
2,198
+5%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$90.0K
3,225
-21%
增持
VUG
VANGUARD INDEX FDS
+$89.8K
1,909
+1%
减持
V
VISA INC
-$88.2K
1,284
-13%
建仓
KIND
NEXTDOOR HOLDINGS INC
+$87.5K
42,088
增持
NKE
NIKE INC
+$80.6K
4,175
+41%
建仓
SMRT
SMARTRENT INC
+$76.1K
53,999
减持
RDNT
RADNET INC
+$75.9K
4,300
-3%
清仓
BFLY
BUTTERFLY NETWORK INC
-$71.8K
0
-100%
建仓
JELD
JELD-WEN HLDG INC
+$71.0K
14,450
减持
—
SOTHERLY HOTELS INC
-$69.8K
232,901
-14%
建仓
RR
RICHTECH ROBOTICS INC
+$68.5K
15,475
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$68.1K
15,522
+1%
增持
JNJ
JOHNSON & JOHNSON
+$62.3K
1,888
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$62.3K
1,047
+33%
增持
SHLD
GLOBAL X FDS
+$60.7K
6,011
+0%
减持
WFC
WELLS FARGO CO NEW
-$60.4K
2,965
-23%
建仓
LITS
LITE STRATEGY INC
+$60.3K
24,971
建仓
BTCS
BTCS INC
+$59.4K
12,300
清仓
—
ORION ENERGY SYS INC
-$58.2K
0
-100%
减持
RKLB
ROCKET LAB CORP
+$57.7K
7,700
-11%
建仓
NTWK
NETSOL TECHNOLOGIES INC
+$54.5K
11,472
减持
XLY
SELECT SECTOR SPDR TR
+$52.3K
2,807
-2%
清仓
—
SILYNXCOM LTD
-$51.6K
0
-100%
清仓
IRIX
IRIDEX CORP
-$50.0K
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$49.5K
3,665
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$49.0K
17,151
+8%
增持
CRVO
CERVOMED INC
+$48.6K
16,850
+21%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$47.2K
6,212
+9%
清仓
BSIN
U S ENERGY CORP DEL
-$46.8K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$45.5K
5,670
-8%
清仓
CVU
CPI AEROSTRUCTURES INC
-$44.9K
0
-100%
建仓
LPRO
OPEN LENDING CORP
+$42.1K
19,700
清仓
PODC
PODCASTONE INC
-$38.2K
0
-100%
清仓
SIF
SIFCO INDS INC
-$38.1K
0
-100%
清仓
LIDR
AEYE INC
-$34.3K
0
-100%
清仓
UROY
URANIUM RTY CORP
-$32.6K
0
-100%
清仓
—
BIT DIGITAL INC
-$28.1K
0
-100%
减持
IWM
ISHARES TR
+$25.2K
2,497
-7%
减持
XLC
SELECT SECTOR SPDR TR
+$24.7K
4,772
-4%
减持
AMPG
AMPLITECH GROUP INC
-$23.8K
29,488
-55%
建仓
INM
INMED PHARMACEUTICALS INC
+$22.4K
10,249
减持
XLP
SELECT SECTOR SPDR TR
-$22.2K
5,486
-2%
减持
VTV
VANGUARD INDEX FDS
+$22.0K
4,555
-3%
增持
SLI
STANDARD LITHIUM LTD
+$21.2K
12,250
+20%
清仓
BRN
BARNWELL INDS INC
-$20.1K
0
-100%
减持
VUZI
VUZIX CORP
-$19.7K
16,500
-33%
减持
FLOT
ISHARES TR
-$19.7K
8,253
-5%
减持
LNG
CHENIERE ENERGY INC
-$19.3K
1,975
-1%
减持
TJX
TJX COS INC NEW
-$18.8K
3,565
-18%
建仓
GAME
GAMESQUARE HLDGS INC
+$17.8K
26,254
建仓
—
AMPLITECH GROUP INC
+$17.5K
43,000
清仓
DCGO
DOCGO INC
-$17.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$17.0K
506
-2%
增持
META
META PLATFORMS INC
+$13.0K
1,311
+2%
减持
MU
MICRON TECHNOLOGY INC
-$12.4K
1,411
-28%
减持
VXF
VANGUARD INDEX FDS
+$12.2K
1,542
-4%
减持
QQQ
INVESCO QQQ TR
-$9.9K
604
-11%
清仓
EONR
EON RESOURCES INC
-$8.6K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$8.3K
511
-2%
减持
VRT
VERTIV HOLDINGS CO
-$8.1K
2,500
-17%
减持
XLV
SELECT SECTOR SPDR TR
+$7.5K
2,267
-1%
减持
PBI
PITNEY BOWES INC
+$6.8K
21,870
-1%