Thurston, Springer, Miller, Herd & Titak, Inc. 13F 持仓 · 2026年Q2
Thurston, Springer, Miller, Herd & Titak 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,170 只证券，申报市值合计 2.75 亿美元。前几大持仓：AAPL（3.08%）、MSFT（2.90%）、NVDA（2.57%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.5M | 3.08% | 29,219 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $8.0M | 2.90% | 21,388 | 增持 |
| 3 | NVDA | NVIDIA CORP | $7.1M | 2.57% | 35,346 | 增持 |
| 4 | LLY | ELI LILLY & CO | $6.0M | 2.17% | 4,965 | 增持 |
| 5 | ORCL | ORACLE CORPORATION | $5.6M | 2.04% | 38,358 | 增持 |
| 6 | RDVY | FIRST TRUST RISING ETF | $4.6M | 1.67% | 56,748 | 增持 |
| 7 | BRKB | BERKSHIRE HATHAWAY INC | $3.6M | 1.30% | 7,118 | 增持 |
| 8 | IVV | ISHARES CORE S&P 500 ETF | $3.5M | 1.28% | 4,691 | 增持 |
| 9 | AMZN | AMAZON COM INC | $3.5M | 1.26% | 14,549 | 增持 |
| 10 | AVGO | BROADCOM INC | $3.5M | 1.26% | 9,156 | 增持 |
| 11 | VUG | VANGUARD GROWTH ETF | $3.4M | 1.24% | 39,605 | 增持 |
| 12 | SPY | STATE STREET SPDR ETF | $2.9M | 1.06% | 3,917 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS ETF | $2.8M | 1.02% | 4,103 | 增持 |
| 14 | CSCO | CISCO SYSTEMS INC | $2.8M | 1.01% | 23,758 | 增持 |
| 15 | GOOG | ALPHABET INC NON VOTING | $2.7M | 0.99% | 7,732 | 增持 |
| 16 | CGXU | CAPITAL GRP INTL ETF | $2.6M | 0.96% | 76,468 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.96% | 8,058 | 增持 |
| 18 | MU | MICRON TECHNOLOGY INC | $2.6M | 0.94% | 2,237 | 增持 |
| 19 | GOOGL | ALPHABET INC VOTING | $2.5M | 0.90% | 6,890 | 增持 |
| 20 | TSLA | TESLA INC | $2.4M | 0.89% | 5,795 | 增持 |
| 21 | OUSA | ALPS ETF TR ETF | $2.4M | 0.87% | 40,932 | 减持 |
| 22 | QQQ | INVESCO QQQ TR ETF | $2.3M | 0.84% | 3,132 | 增持 |
| 23 | WMT | WALMART INC | $2.2M | 0.79% | 19,217 | 增持 |
| 24 | CMI | CUMMINS INC | $2.1M | 0.77% | 2,950 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.77% | 8,301 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR