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THOMPSON INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
THOMPSON INVESTMENT MANAGEMENT, INC.
报告期 2026-03-31 · CIK 0001277279
持仓数
499
前50大市值合计
$540.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 61
减持 73
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
WEC
WEC ENERGY GROUP INC COM
+$4.8M
62,855
+2798%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$4.4M
172,391
-4%
增持
PEP
PEPSICO INC
+$4.2M
30,645
+543%
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。
增持
—
WALGREENS BOOTS ALLIANCE INC
-$4.0M
576,344
+14%
减持
ZION
ZIONS BANCORPORATION NA
-$3.6M
22,910
-78%
减持
FCX
FREEPORT-MCMORAN INC
-$3.1M
128,212
-35%
减持
CHWY
CHEWY INC CL A
+$3.0M
283,766
-4%
增持
EXAS
EXACT SCIENCES CORP COM
-$2.9M
194,071
+21%
减持
QCOM
QUALCOMM INC
-$2.8M
67,621
-30%
增持
LITE
LUMENTUM HLDGS INC COM
+$2.5M
116,410
+63%
减持
WFC
WELLS FARGO NEW
-$1.8M
9,642
-77%
减持
AAPL
APPLE INC COM
+$1.8M
46,049
-0%
增持
ADBE
ADOBE INC
+$1.7M
10,130
+29%
减持
PYPL
PAYPAL HLDGS INC COM
-$1.6M
177,075
-0%
减持
—
TARGET CORP
-$1.6M
31,649
-11%
减持
—
COHERENT INC COM
+$1.6M
168,914
-4%
减持
JPM
JPMORGAN CHASE & CO COM
-$1.6M
55,432
-13%
增持
CALX
CALIX INC COM
+$1.5M
94,325
+69%
减持
BFH
BREAD FINANCIAL HOLDINGS
+$1.5M
255,257
-4%
减持
MSFT
MICROSOFT CORP
+$1.5M
68,291
-1%
减持
BAC
BANK OF AMERICA
-$1.3M
263,231
-15%
增持
LKQ
LKQ CORP COM
-$1.2M
179,282
+11%
建仓
GEV
GE VERNOVA INC COM
+$1.1M
6,442
增持
RRX
REGAL REXNORD CORP
-$1.1M
24,201
+0%
减持
NTRS
NORTHERN TRUST CORP
-$1.1M
65,023
-12%
减持
PFGC
PERFORMANCE FOOD GROUP CO COM
-$1.0M
118,986
-0%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$943.6K
48,706
+0%
增持
—
KORNIT DIGITAL LTD SHS
-$912.7K
585,332
+12%
增持
AGG
ISHARES TR CORE TOTUSBD ETF
+$908.0K
20,479
+86%
增持
CVS
CVS HEALTH CORP COM
-$902.9K
124,077
+20%
减持
GD
GENERAL DYNAMICS CORP COM
-$889.8K
963
-77%
减持
ABT
ABBOTT LABS
-$832.9K
1,788
-80%
增持
—
PARAMOUNT GLOBLAL
-$832.4K
662,654
+1%
减持
CI
THE CIGNA GROUP
-$764.1K
21,800
-1%
增持
BA
BOEING CO
+$760.7K
28,266
+24%
减持
CALY
TOPGOLF CALLAWAY BRANDS
-$740.0K
303,644
-9%
清仓
—
PIONEER NAT RES CO COM
-$685.1K
0
-100%
减持
ORCL
ORACLE CORP
+$677.7K
60,960
-3%
增持
AMGN
AMGEN INC
+$657.7K
18,753
+3%
增持
GPN
GLOBAL PMTS INC COM
-$649.4K
22,994
+7%
减持
SCHW
SCHWAB (CHARLES) CORP
-$646.1K
117,949
-9%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$613.4K
49,071
+1%
减持
C
CITIGROUP INC COM NEW
-$613.3K
184,957
-5%
减持
FISV
FISERV INC
-$594.4K
44,609
-2%
增持
BHC
BAUSCH HEALTH COS INC COM
-$581.6K
237,586
+13%
增持
GLW
CORNING INC
+$570.3K
82,925
+3%
减持
V
VISA INC COM CL A
-$547.4K
29,077
-1%
增持
WBD
WARNER BROTHERS DISCOVERY
-$541.4K
1,240,164
+11%
增持
BMY
BRISTOL MYERS SQUIBB CO
-$524.8K
92,450
+15%
增持
DIS
DISNEY WALT PRODTNS
-$523.9K
22,815
+0%
增持
—
EXXON MOBIL CORP COM
+$486.5K
159,466
+4%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$447.2K
25,680
-0%
减持
AOS
SMITH A O COM
-$440.3K
48,221
-2%
减持
ABBV
ABBVIE INC. COM
-$431.7K
38,826
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$428.9K
14,779
+3%
减持
—
TOPBUILD CORP COM
-$414.9K
6,250
-2%
减持
PNC
PNC FINL SVCS GROUP COM
-$396.6K
34,576
-3%
减持
STT
STATE STREET CORP
-$384.7K
77,916
-2%
增持
EFX
EQUIFAX INC CO
-$375.5K
15,464
+0%
减持
—
NXP SEMICONDUCTORS N V COM
+$363.6K
41,577
-5%
减持
—
SKECHERS U S A INC CL A
+$359.7K
65,576
-4%
减持
META
META PLATFORMS
+$351.4K
24,192
-1%
增持
CSCO
CISCO SYSTEMS INC
-$342.9K
166,249
+1%
清仓
SPXC
SPX TECHNOLOGIES INC COM
-$330.0K
0
-100%
减持
ADI
ANALOG DEVICES INC COM
+$327.3K
15,770
-5%
减持
KMB
KIMBERLY CLARK CORP
-$314.9K
33,555
-12%
增持
JNJ
JOHNSON & JOHNSON
-$310.3K
47,085
+4%
增持
OI
O-I GLASS INC COM
+$308.7K
614,846
+56%
增持
VIAV
VIAVI SOLUTIONS INC COM
-$305.7K
474,454
+21%
增持
PFE
PFIZER INC
+$300.2K
375,928
+2%
减持
MTZ
MASTEC INC COM
-$273.9K
4,055
-47%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$273.5K
15,125
+3%
减持
IFNNY
INFINEON TECHNOLOGIES AG SPONS
+$271.5K
96,446
-0%
增持
EA
ELECTRONIC ARTS INC COM
+$267.5K
13,275
+11%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
-$259.8K
30,169
+3%
增持
AMN
AMN HEALTHCARE SVCS INC COM
-$243.0K
52,012
+12%
建仓
SPY
STANDARD & POORS DEP REC TR UN
+$218.8K
402
增持
VTRS
VIATRIS
-$215.4K
678,577
+9%
减持
—
AZEK CO INC CL A
-$196.5K
8,765
-22%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
-$195.6K
139,339
-3%
减持
FDX
FEDEX CORP COM
+$193.9K
19,372
-0%
减持
TTWO
TAKE-TWO INTERACTIVE COM
+$189.7K
27,655
-0%
增持
CNXC
CONCENTRIX CORP COM
+$180.9K
9,420
+50%
减持
—
MCKESSON CORP
+$169.0K
11,067
-6%
减持
TSN
TYSON FOODS INC CL A
-$167.4K
96,250
-0%
增持
INTC
INTEL CORP
-$155.4K
12,025
+1%
增持
SBUX
STARBUCKS CORP CO
-$138.6K
55,577
+14%
减持
EBAY
EBAY INC COM
-$138.6K
146,679
-3%
减持
BSV
VANGUARD BD INDEX FD SHORT TRM
-$131.0K
14,814
-10%
减持
XYL
XYLEM INC COM
-$119.2K
4,499
-20%
减持
WMT
WALMART INC
-$115.8K
744
-73%
减持
LVS
LAS VEGAS SANDS CORP COM
-$110.0K
3,840
-29%
减持
—
STEELCASE INC CL A
-$103.2K
270,282
-2%
建仓
SCHA
SCHWAB STRATEGIC TR US SML CAP
+$99.6K
2,100
增持
—
SEALED AIR CORP
-$98.7K
66,498
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
+$97.0K
2,380
+7%
减持
NWL
NEWELL BRANDS INC.
-$83.9K
7,901
-53%
增持
HST
HOST HOTELS&RESORTS COM
-$83.8K
31,466
+0%
增持
GNL
GLOBAL NET LEASE INC COM NEW
+$80.3K
86,314
+21%
清仓
SPHD
INVESCO EXCH TRADED FD TR II S
-$79.9K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
+$79.7K
54,932
+1%
减持
PSTG
PURE STORAGE INC CL A
-$78.0K
11,315
-27%
增持
WSC
WILLSCOT MOBIL MINI HLDNG CORP
+$76.6K
17,591
+40%
减持
KNSL
KINSALE CAP GROUP INC COM
-$75.3K
36
-79%
减持
GNRC
GENERAC HLDGS INC COM
+$74.5K
48,942
-3%
增持
—
BERRY GLOBAL GROUP INC COM
-$73.3K
110,822
+2%
减持
ENR
ENERGIZER HLDGS INC NEW COM
-$69.7K
500
-83%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$69.5K
53,030
+1%
减持
FSV
FIRSTSERVICE CORP NEW COM
-$66.5K
2,061
-10%
减持
CGNX
COGNEX CORP COM
-$64.1K
7,700
-23%
增持
NVDA
NVIDIA CORP COM
+$62.8K
1,619
+965%
减持
PG
PROCTER & GAMBLE COMPANY
+$60.4K
23,377
-0%
增持
OHI
OMEGA HEALTHCARE INVS COM
+$57.8K
22,357
+0%
减持
ICE
INTERCONTINENTALEXCHANGE COM
-$55.3K
39,548
-1%
清仓
TFI
SPDR SER TR NUVEEN BLMBRG MU
-$53.5K
0
-100%
增持
MAS
MASCO CORP COM
-$47.3K
3,981
+0%
增持
—
PREMIER INC CL A
-$45.1K
26,030
+8%
减持
SPGP
INVESCO EXCHANGE TRADED FD TR
-$43.7K
36
-92%
增持
CRM
SALESFORCE INC COM
-$38.9K
1,020
+2%
增持
NBIX
NEUROCRINE BIOSCIENCES INC COM
+$36.0K
7,900
+4%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR
-$35.2K
126
-76%
清仓
ECL
ECOLAB INC COM
-$34.0K
0
-100%
增持
SYY
SYSCO CORPORATION
-$33.8K
5,746
+5%
减持
SCHF
SCHWAB STRATEGIC TR INTL EQTY
-$33.7K
30,118
-1%
减持
ROP
ROPER INDS INC NEW COM
-$33.0K
40
-60%
清仓
BTX
BLACKROCK INNOVATION AND GRW S
-$32.6K
0
-100%
增持
IVE
ISHARES TR S&P500/BAR VAL
-$32.3K
13,027
+1%
减持
CHD
CHURCH & DWIGHT INC COM
-$31.7K
39
-89%
增持
TTD
THE TRADE DESK INC COM CL A
+$30.6K
1,710
+10%
清仓
APD
AIR PRODS & CHEMS INC COM
-$27.4K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$26.9K
0
-100%
增持
IJH
ISHARES TR S&P MIDCAP 400
-$26.6K
13,391
+0%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS FD
-$25.4K
0
-100%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
-$25.2K
9,431
+2%
清仓
—
DUKE ENERGY CORP NEW DP REP PF
-$24.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
-$23.2K
221
-18%
减持
—
ASML HOLDING N V N Y REGISTRY
-$22.4K
45
-37%
增持
MCD
MCDONALDS CORP
-$20.5K
821
+1%
减持
COST
COSTCO WHOLESALE CORP
+$20.3K
653
-11%
清仓
ANSS
ANSYS INC COM
-$19.8K
0
-100%
减持
DOW
DOW INC
-$19.2K
1,615
-11%
清仓
SCHQ
SCHWAB STRATEGIC TR LONG TERM
-$18.1K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR US REIT ET
+$17.3K
12,590
+9%
减持
CCK
CROWN HOLDINGS INC COM
-$15.8K
3,084
-0%
减持
ALL
ALLSTATE CORP
-$15.7K
850
-3%
增持
APH
AMPHENOL CORP NEW CL A
+$14.5K
1,495
+100%
减持
TSLA
TESLA INC
+$12.8K
2,649
-9%
减持
LQD
ISHARES IBOXX INVESTMENT GRADE
-$12.7K
110
-51%
建仓
VOOG
VANGUARD ADMIRAL FDS INC 500 G
+$12.7K
38
减持
D
DOMINION RES INC/VA
-$11.8K
56
-81%