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 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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 75
减持 51
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
EXAS
EXACT SCIENCES CORP COM
-$17.8M
0
-100%
减持
WBD
WARNER BROTHERS DISCOVERY
-$16.8M
582,920
-49%
减持
EA
ELECTRONIC ARTS INC COM
-$8.6M
1,231
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。
-97%
建仓
INTU
INTUIT INC
+$7.2M
16,602
减持
—
EXXON MOBIL CORP COM
+$6.9M
150,571
-3%
增持
CHWY
CHEWY INC CL A
+$6.0M
265,962
+671%
建仓
HQY
HEALTHEQUITY INC COM
+$5.3M
63,981
增持
MSFT
MICROSOFT CORP
-$5.3M
71,057
+9%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$4.7M
143,293
-2%
减持
GLW
CORNING INC
-$4.0M
6,476
-88%
增持
PG
PROCTER & GAMBLE COMPANY
+$3.9M
63,746
+71%
增持
DIS
DISNEY WALT PRODTNS
+$3.1M
58,817
+157%
减持
LITE
LUMENTUM HLDGS INC COM
-$3.1M
6,575
-68%
减持
—
SEALED AIR CORP
-$2.9M
2,704
-96%
增持
OI
O-I GLASS INC COM
-$2.4M
763,572
+8%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$2.2M
24,438
-46%
增持
—
TARGET CORP
+$2.1M
88,778
+1%
减持
CVX
CHEVRON CORP NEW COM
+$2.0M
38,428
-2%
增持
QCOM
QUALCOMM INC
-$1.8M
95,065
+16%
减持
JNJ
JOHNSON & JOHNSON
+$1.7M
48,730
-1%
增持
ORCL
ORACLE CORP
-$1.7M
41,390
+3%
增持
PFE
PFIZER INC
+$1.5M
464,171
+0%
增持
BAC
BANK OF AMERICA
-$1.5M
239,002
+0%
增持
META
META PLATFORMS
-$1.4M
19,628
+3%
增持
AMN
AMN HEALTHCARE SVCS INC COM
+$1.4M
457,020
+3%
减持
FDX
FEDEX CORP COM
+$1.3M
20,016
-1%
减持
GEV
GE VERNOVA INC COM
+$1.3M
5,834
-0%
增持
NFLX
NETFLIX INC COM
+$1.3M
13,220
+66000%
增持
V
VISA INC COM CL A
-$1.2M
26,803
+1%
增持
JPM
JPMORGAN CHASE & CO COM
-$1.1M
42,317
+0%
减持
RRX
REGAL REXNORD CORP
+$1.1M
24,394
-1%
减持
VTRS
VIATRIS
+$1.1M
1,105,192
-1%
减持
AAPL
APPLE INC COM
-$1.1M
43,163
-2%
建仓
SPGI
S&P GLOBAL INC
+$1.1M
2,500
增持
CVS
CVS HEALTH CORP COM
-$892.5K
128,182
+1%
减持
PEP
PEPSICO INC
+$890.0K
77,978
-0%
减持
C
CITIGROUP INC COM NEW
-$830.3K
140,138
-2%
增持
WEC
WEC ENERGY GROUP INC COM
+$749.4K
67,683
+1%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$739.2K
9,565
-6%
增持
—
NXP SEMICONDUCTORS N V COM
-$726.1K
45,682
+2%
减持
FCX
FREEPORT-MCMORAN INC
+$710.0K
125,683
-4%
减持
BMY
BRISTOL MYERS SQUIBB CO
+$690.8K
105,214
-0%
减持
VIAV
VIAVI SOLUTIONS INC COM
+$676.4K
219,851
-41%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$619.0K
24,878
-0%
增持
LNT
ALLIANT ENERGY CORP
+$591.8K
82,842
+1%
增持
—
KORNIT DIGITAL LTD SHS
+$589.6K
900,446
+3%
增持
FLG
FLAGSTAR FINANCIAL INC
+$564.4K
521,937
+4%
减持
BA
BOEING CO
-$564.2K
28,261
-1%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$547.2K
19,997
+21%
增持
AGG
ISHARES TR CORE TOTUSBD ETF
+$547.0K
52,666
+12%
增持
COO
COOPER COS INC COM NEW
-$532.9K
56,231
+1%
增持
COF
CAPITAL ONE FINANCIAL CORP CO
-$513.4K
17,022
+14%
增持
CIGI
COLLIERS INTL GROUP INC SUB VT
-$421.4K
15,175
+9%
减持
AMGN
AMGEN INC
+$410.9K
17,837
-0%
增持
FISV
FISERV INC
+$406.3K
112,581
+29%
减持
EBAY
EBAY INC COM
+$399.9K
117,746
-1%
增持
SJM
SMUCKER J M CO COM NEW
+$395.7K
58,600
+9%
增持
KMB
KIMBERLY CLARK CORP
+$388.9K
59,220
+12%
增持
CNXC
CONCENTRIX CORP COM
-$380.6K
314,586
+46%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC CO
-$370.3K
57,476
+18%
增持
CI
THE CIGNA GROUP
+$349.0K
26,487
+9%
增持
ABBV
ABBVIE INC. COM
-$327.3K
31,807
+0%
增持
GPN
GLOBAL PMTS INC COM
+$322.9K
54,692
+26%
减持
MRK
MERCK & CO INC NEW COM
+$322.0K
24,453
-2%
增持
LKQ
LKQ CORP COM
+$291.0K
394,786
+5%
增持
PYPL
PAYPAL HLDGS INC COM
-$230.7K
229,741
+26%
减持
STT
STATE STREET CORP
-$229.2K
58,846
-1%
增持
SYY
SYSCO CORPORATION
+$226.4K
7,265
+83%
增持
UNH
UNITEDHEALTH GROUP INC
-$223.1K
42,295
+20%
增持
CRM
SALESFORCE INC COM
-$220.7K
30,524
+37%
减持
ADI
ANALOG DEVICES INC COM
+$220.6K
13,222
-10%
增持
IVE
ISHARES TR S&P500/BAR VAL
+$190.0K
18,729
+6%
增持
—
NOMAD FOODS LTD USD ORD SHS
+$171.9K
422,913
+36%
减持
—
MCKESSON CORP
+$171.0K
4,758
-1%
增持
MAT
MATTEL INC
+$168.5K
28,230
+132%
减持
KO
COCA COLA CO
+$166.3K
34,217
-2%
增持
PSTG
EVERPURE INC CL A
+$166.3K
10,665
+54%
减持
CSCO
CISCO SYSTEMS INC
-$166.1K
148,239
-2%
减持
CFG
CITIZENS FINANCIAL GROUP INC C
+$164.5K
119,098
-0%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF
+$164.0K
331
+513%
增持
MCHP
MICROCHIP TECHNOLOGY INC
+$159.7K
92,643
+1%
增持
ADBE
ADOBE INC
-$159.4K
27,910
+41%
增持
CLX
CLOROX CO
+$154.2K
27,091
+3%
减持
VTI
VANGUARD INDEX TR STK MRK VIPE
-$149.2K
9,507
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B NE
+$135.2K
988
+47%
增持
AOS
SMITH A O COM
+$131.2K
56,211
+5%
增持
PFGC
PERFORMANCE FOOD GROUP CO COM
+$128.6K
103,619
+7%
减持
NTRS
NORTHERN TRUST CORP
+$125.0K
51,745
-0%
增持
IJH
ISHARES TR S&P MIDCAP 400
+$116.2K
19,178
+7%
增持
IJR
ISHARES TR CORE S&P SCP ETF
+$114.5K
8,554
+8%
增持
IJJ
ISHARES S&P MIDCAP 400 VALUE E
+$112.0K
13,178
+6%
减持
GOOG
ALPHABET INC CAP STK CL C
-$104.5K
2,260
-6%
减持
TSN
TYSON FOODS INC CL A
-$100.1K
1,164
-61%
增持
OHI
OMEGA HEALTHCARE INVS COM
+$98.5K
16,900
+17%
增持
IJS
ISHARES S&P SMLCP 600 VALUE ET
+$91.8K
9,825
+4%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$86.0K
1,933
+1%
增持
UBSFY
UBISOFT ENTMT SA ADR
-$84.0K
453,976
+41%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$75.3K
27,251
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$74.5K
59,798
+17%
清仓
—
B. RILEY FINANCIAL INC SR NT 2
-$74.1K
0
-100%
增持
IEFA
ISHARES TR CORE MSCI EAFE
+$70.6K
930
+512%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$69.2K
0
-100%
增持
AMZN
AMAZON COM INC CO
-$65.0K
4,202
+3%
增持
SCHW
SCHWAB (CHARLES) CORP
+$64.7K
102,917
+7%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$62.8K
0
-100%
建仓
SPYM
SPDR SERIES TRUST
+$61.8K
808
建仓
—
ASTRAZENECA PLC
+$61.7K
313
增持
WFC
WELLS FARGO NEW
-$61.1K
5,609
+3%
增持
HST
HOST HOTELS&RESORTS COM
+$59.8K
32,371
+2%
增持
GNL
GLOBAL NET LEASE INC COM NEW
+$58.8K
77,164
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD CA
-$58.4K
586
-52%
增持
SCHE
SCHWAB STRATEGIC TR EMRG MKTEQ
+$58.3K
58,953
+2%
清仓
FIG
FIGMA INC
-$56.9K
0
-100%
减持
SBUX
STARBUCKS CORP CO
-$56.9K
598
-54%
减持
WAB
WABTEC CORP COM
+$54.4K
1,503
-0%
减持
PNC
PNC FINL SVCS GROUP COM
-$54.4K
33,078
-0%
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$52.6K
243
清仓
—
PINNACLE FINL PARTNERS INC 6.7
-$50.0K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR US TIPS ET
-$50.0K
0
-100%
建仓
—
PINNACLE FINL PARTNERS INC
+$49.9K
2,000
建仓
VV
VANGUARD INDEX FDS LARGE CAP E
+$49.0K
164
减持
GNRC
GENERAC HLDGS INC COM
+$48.0K
2,820
-24%
清仓
—
SPIRE INC 5.9 DEP RP PFD A
-$48.0K
0
-100%
减持
—
COHERENT INC COM
-$47.9K
37,962
-23%
增持
EFX
EQUIFAX INC CO
-$46.5K
19,483
+19%
清仓
—
AMCOR PLC
-$46.4K
0
-100%
建仓
TEM
TEMPUS AI INC
+$44.5K
985
增持
T
AT&T INC COM
+$44.1K
7,925
+6%
减持
FVD
FIRST TR VALUE LINE DIVID INDX
-$41.4K
2,153
-30%
减持
ITW
ILLINOIS TOOL WORKS INC
-$40.6K
41
-80%
清仓
LMT
LOCKHEED MARTIN CORP COM
-$40.1K
0
-100%
减持
LOW
LOWES COS INC CO
-$39.1K
647
-19%
减持
PSKY
PARAMOUNT SKYDANCE CORP
-$38.0K
2,602
-43%
增持
ARE
ALEXANDRIA REAL ESTATE EQ INC
-$37.1K
180,636
+5%
增持
KMI
KINDER MORGAN INC DEL COM
+$36.7K
4,490
+8%
减持
INTC
INTEL CORP
+$36.1K
8,214
-7%
清仓
BHC
BAUSCH HEALTH COS INC COM
-$34.9K
0
-100%
增持
TSLA
TESLA INC
+$34.0K
377
+60%
增持
IUSB
ISHARES TR CORE UNIVERSAL TOTA
+$33.7K
2,947
+34%
减持
HON
HONEYWELL INTERNATIONAL INC.
+$32.6K
1,160
-1%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$29.5K
0
-100%
增持
ALL
ALLSTATE CORP
+$28.1K
989
+16%
增持
SCHH
SCHWAB STRATEGIC TR US REIT ET
+$27.8K
17,188
+5%
减持
NVDA
NVIDIA CORP COM
-$27.7K
1,626
-3%
清仓
GPC
GENUINE PARTS CO CO
-$27.7K
0
-100%
减持
HAS
HASBRO INC COM
-$27.1K
5,055
-17%
建仓
IWR
ISHARES TR RUS MID CAP ETF
+$26.0K
267
清仓
—
RAYMOND JAMES FINL INC 6.375 D
-$25.0K
0
-100%
增持
GSK
GSK PLC SPONSORED ADR
+$24.6K
1,636
+22%
减持
TTWO
TAKE-TWO INTERACTIVE COM
-$23.6K
250
-12%
