TS
Thurston, Springer, Miller, Herd & Titak, INC.
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.4亿
申报季度: 2026-03-31 · 持股只数: 18176
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.在最新一期 13F 报告中披露了 18176 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 46.2%。
机构性格雪花图
- 集中度
- 2.48
- 持仓稳定性
- 46.19
- 动能／逆势
- 76.79
- 行业集中度
- 45.76
- 多样化
- 100
- 仓位均衡度
- 73.13
近期动向
减仓 ORCL
-89.1% -US$680.1万
减仓 MSFT
-33.8% -US$593.4万
减仓 LLY
-55.6% -US$518.3万
减仓 OUSA
-36.2% -US$292.4万
加仓 30339Y252
+2520.8% US$161.9万
减仓 IBM
-62.9% -US$145.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 1322 大持股（共 18176 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 2.97% | -0.30% | -17.95% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | -1.68% | -33.75% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.48% | -0.30% | -19.51% | |
| 4 | OUSA | Alps Oshares US Quality Divi | ETF-其他 | 1.93% | -0.72% | -36.24% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.50% | +0.03% | -12.31% | |
| 6 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.31% | -1.60% | -55.60% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.25% | -0.07% | -16.26% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.22% | — | -4.85% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 1.17% | — | -1.14% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.08% | -0.19% | -20.12% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.06% | -0.39% | -30.57% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.94% | -0.14% | -22.79% | |
| 13 | WMT | Walmart INC | 股票-非周期性消费 | 0.94% | — | -20.26% | |
| 14 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.86% | — | -7.95% | |
| 15 | TSLA | Tesla INC | 股票-周期性消费 | 0.85% | -0.24% | -20.37% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.85% | -0.12% | -19.84% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | — | +4.17% | |
| 18 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.77% | — | +9.51% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.11% | -19.04% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.73% | — | -17.12% | |
| 21 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.72% | -0.04% | -20.46% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | — | -2.96% | |
| 23 | ✓ | 股票-其他 | 0.70% | +0.68% | +2520.80% | ||
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.68% | — | -20.00% | |
| 25 | CSCO | Cisco Systems INC | 股票-科技 | 0.68% | -0.11% | -27.98% | |
| 26 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.65% | — | +16.16% | |
| 27 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.62% | — | +18.57% | |
| 28 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.62% | — | -20.51% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | -0.26% | -35.18% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.61% | — | -19.46% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.60% | — | -18.63% | |
| 32 | CMI | Cummins INC | 股票-工业 | 0.60% | — | -23.69% | |
| 33 | LVHI | Franklin International Low V | ETF-其他 | 0.58% | — | +12.43% | |
| 34 | PSX | Phillips 66 | 股票-能源 | 0.57% | — | -25.49% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | — | -26.49% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.54% | — | -29.94% | |
| 37 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.53% | — | -15.29% | |
| 38 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 0.52% | — | +22.18% | |
| 39 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.51% | -0.15% | -30.76% | |
| 40 | VTV | Vanguard Value ETF | ETF-其他 | 0.51% | — | +15.58% | |
| 41 | ROUS | Hartford Multifact US Eqty | ETF-其他 | 0.50% | — | +14.79% | |
| 42 | ✓ | 股票-其他 | 0.50% | +0.37% | +210.83% | ||
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.49% | — | -34.96% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.48% | — | -21.79% | |
| 45 | HD | Home Depot INC | 股票-周期性消费 | 0.46% | -0.21% | -39.18% | |
| 46 | ADI | Analog Devices INC | 股票-科技 | 0.46% | — | -24.35% | |
| 47 | NEE | Nextera Energy INC | 股票-公用事业 | 0.45% | — | -15.06% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.43% | — | -11.84% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.43% | — | -13.09% | |
| 50 | CAT | Caterpillar INC | 股票-工业 | 0.42% | — | -11.40% |
1–50 of 1,322
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 18176 | US$2.4亿 | 46 | |
| 2025-12-31 | 20869 | US$2.9亿 | 100 | |
| 2025-09-30 | 5145 | US$5050.4万 | 100 | |
| 2025-06-30 | 61791 | US$7.7亿 | 0 | |
| 2025-03-31 | 49996 | US$6.0亿 | 0 | |
| 2024-12-31 | 40433 | US$4.9亿 | 0 | |
| 2024-09-30 | 33450 | US$3.6亿 | 0 | |
| 2024-06-30 | 30223 | US$3.2亿 | 0 | |
| 2024-03-31 | 20891 | US$2.5亿 | 0 |
本季持股变动
Thurston, Springer, Miller, Herd & Titak, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: ; 新建仓: First Trust; 新建仓: Fidelity High Dividend ETF (FDVV); 新建仓: Esco Technologies INC (ESE); 清仓: Treasury Bill (B 0 03-19-26).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.7% | +2520.80% | 加仓 | |
| 2 | ✓ | +0.4% | +210.83% | 加仓 | |
| 3 | WM | Waste Management INC | +0.3% | +3296.19% | 加仓 |
| 4 | ✓ | First Trust | +0.3% | +998.13% | 加仓 |
| 5 | ✓ | First Trust | +0.3% | +575.33% | 加仓 |
| 6 | TT | Trane Technologies plc | +0.2% | +3434.15% | 加仓 |
| 7 | ✓ | First Trust Portfolos LP | +0.2% | +2136.90% | 加仓 |
| 8 | RDVY | First Trust Rising Dividend | 0% | -12.31% | 减仓 |
| 9 | OUSM | Alps Oshares US Small-cap Qu | 0% | -20.46% | 减仓 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -16.26% | 减仓 |
| 11 | JPM | Jpmorgan Chase & Co | -0.1% | -19.04% | 减仓 |
| 12 | CSCO | Cisco Systems INC | -0.1% | -27.98% | 减仓 |
| 13 | GOOG | Alphabet Inc-cl C | -0.1% | -19.84% | 减仓 |
| 14 | VOO | Vanguard S&p 500 ETF | -0.1% | -22.79% | 减仓 |
| 15 | ADP | Automatic Data Processing | -0.1% | -32.46% | 减仓 |
| 16 | RECS | Columbia Resear Enh Cor ETF | -0.2% | -30.76% | 减仓 |
| 17 | ETN | Eaton Corporation plc | -0.2% | -51.67% | 减仓 |
| 18 | APD | Air Products & Chemicals INC | -0.2% | -86.24% | 减仓 |
| 19 | PANW | Palo Alto Networks INC | -0.2% | -83.79% | 减仓 |
| 20 | XLK | Ss Technology Select Sector | -0.2% | -40.78% | 减仓 |
| 21 | PEN | Penumbra INC | -0.2% | -95.00% | 减仓 |
| 22 | AXON | Axon Enterprise INC | -0.2% | -97.38% | 减仓 |
| 23 | AMZN | Amazon.com INC | -0.2% | -20.12% | 减仓 |
| 24 | COF | Capital One Financial CORP | -0.2% | -93.68% | 减仓 |
| 25 | HD | Home Depot INC | -0.2% | -39.18% | 减仓 |
| 26 | BSX | Boston Scientific CORP | -0.2% | -91.25% | 减仓 |
| 27 | TSLA | Tesla INC | -0.2% | -20.37% | 减仓 |
| 28 | BR | Broadridge Financial Solutio | -0.2% | -93.17% | 减仓 |
| 29 | ABBV | Abbvie INC | -0.3% | -47.06% | 减仓 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | -35.18% | 减仓 |
| 31 | IYW | Ishares Ustechnology ETF | -0.3% | -89.04% | 减仓 |
| 32 | EMR | Emerson Electric Co | -0.3% | -69.64% | 减仓 |
| 33 | PAYX | Paychex INC | -0.3% | -86.40% | 减仓 |
| 34 | AAPL | Apple INC | -0.3% | -17.95% | 减仓 |
| 35 | NVDA | Nvidia CORP | -0.3% | -19.51% | 减仓 |
| 36 | AVGO | Broadcom INC | -0.4% | -30.57% | 减仓 |
| 37 | IBM | Intl Business Machines CORP | -0.5% | -62.95% | 减仓 |
| 38 | OUSA | Alps Oshares US Quality Divi | -0.7% | -36.24% | 减仓 |
| 39 | LLY | Eli Lilly & Co | -1.6% | -55.60% | 减仓 |
| 40 | MSFT | Microsoft CORP | -1.7% | -33.75% | 减仓 |
| 41 | ORCL | Oracle CORP | -2.3% | -89.14% | 减仓 |
| 42 | ✓ | — | NEW | 新建仓 | |
| 43 | ✓ | First Trust | — | NEW | 新建仓 |
| 44 | FDVV | Fidelity High Dividend ETF | — | NEW | 新建仓 |
| 45 | ESE | Esco Technologies INC | — | NEW | 新建仓 |
| 46 | B 0 03-19-26 | Treasury Bill | — | EXIT | 清仓 |
| 47 | T 1.625 02-15-26 | US Treasury N/b | — | EXIT | 清仓 |
| 48 | CW | Curtiss-wright CORP | — | NEW | 新建仓 |
| 49 | MTSI | Macom Technology Solutions H | — | NEW | 新建仓 |
| 50 | DFIC | Dimensional International Co | — | NEW | 新建仓 |
FAQ
Thurston, Springer, Miller, Herd & Titak, INC. 是什么机构？属于哪种投资人类型？
Thurston, Springer, Miller, Herd & Titak, INC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 18176 个已申报仓位之中。
Thurston, Springer, Miller, Herd & Titak, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Thurston, Springer, Miller, Herd & Titak, INC. 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$718.9万 (3.0%)
2. Microsoft CORP (MSFT) — US$610.4万 (2.5%)
3. Nvidia CORP (NVDA) — US$600.1万 (2.5%)
4. Alps Oshares US Quality Divi (OUSA) — US$467.3万 (1.9%)
5. First Trust Rising Dividend (RDVY) — US$363.6万 (1.5%)
Thurston, Springer, Miller, Herd & Titak, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Thurston, Springer, Miller, Herd & Titak, INC. 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 7 个既有持股、减仓 34 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: ; 新建仓: First Trust; 新建仓: Fidelity High Dividend ETF (FDVV); 新建仓: Esco Technologies INC (ESE); 清仓: Treasury Bill (B 0 03-19-26)
Thurston, Springer, Miller, Herd & Titak, INC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Thurston, Springer, Miller, Herd & Titak, INC. 的主要板块分布如下：
• Information Technology: 30.1%
• Industrials: 14.8%
• Financials: 11.0%
• Health Care: 8.9%
• Consumer Discretionary: 8.3%
• Consumer Staples: 6.5%