LEAVELL INVESTMENT MANAGEMENT, INC.
MOBILE AL · SEC CIK 0000924181
$24.39亿2026Q1 申报市值
603持仓数
25.3%前十大占比 · 第一大 6.3%
34 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TIP 加仓+$692.53万
EWY 加仓+$434.75万
PNFP 新建仓+$399.77万
Exxon Mobil Corp 加仓+$337.06万
PHYS 加仓+$299.09万
2026Q1 卖出最多 按季末市值估算
JAAA 减仓-$550.69万
Synovus Financia 清仓-$432.51万
V 减仓-$216.86万
NVDA 减仓-$208.04万
BX 减仓-$159.81万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EXR | Extra Space Storage Inc | $29.61万 | 0.01% | 2,258 | 0 | 0.0% | — | 不变 |
| PHM | Pultegroup Inc | $29.69万 | 0.01% | 2,519 | -5 | -0.2% | -$589 | 减仓 |
| SYK | Stryker Corp | $30.05万 | 0.01% | 912 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide HLD | $30.29万 | 0.01% | 996 | 0 | 0.0% | — | 不变 |
| PALC | Pacer Lunt LRG Cap Multi Factr ETF | $30.32万 | 0.01% | 5,852 | -150 | -2.5% | -$7,771 | 减仓 |
| MET | Metlife Inc | $30.33万 | 0.01% | 4,289 | 4 | 0.1% | $283 | 加仓 |
| DOW | Dow Inc Com | $30.48万 | 0.01% | 7,319 | 7,319 | — | $30.48万 | 新建仓 |
| CARR | Carrier Global Corp | $30.80万 | 0.01% | 5,470 | 0 | 0.0% | — | 不变 |
| ATO | Atmos Energy Corp | $30.81万 | 0.01% | 1,668 | 0 | 0.0% | — | 不变 |
| BSMT | Invesco Bletshs 2029 MNPL BND ETF | $30.82万 | 0.01% | 13,385 | 685 | 5.4% | $1.58万 | 加仓 |
| DHI | D R Horton Co | $30.82万 | 0.01% | 2,246 | 263 | 13.3% | $3.61万 | 加仓 |
| NVR | NVR Inc Com | $30.97万 | 0.01% | 47 | 0 | 0.0% | — | 不变 |
| SEB | Seaboard Corp | $31.10万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| TEM | Tempus Ai Inc Class A | $31.22万 | 0.01% | 6,903 | 1,555 | 29.1% | $7.03万 | 加仓 |
| TD | Toronto Dominion Bank F | $31.26万 | 0.01% | 3,350 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell Technology Inc | $31.36万 | 0.01% | 3,166 | 0 | 0.0% | — | 不变 |
| KKR | KKR & Co Inc Class A | $31.39万 | 0.01% | 3,393 | -116 | -3.3% | -$1.07万 | 减仓 |
| NFG | National Fuel Gas Co | $31.44万 | 0.01% | 3,327 | 20 | 0.6% | $1,890 | 加仓 |
| FBND | Fidelity Total Bond ETF | $31.49万 | 0.01% | 6,875 | 640 | 10.3% | $2.93万 | 加仓 |
| IBDY | iShares Ibonds Dec 2033 TM CP ETF | $31.63万 | 0.01% | 12,235 | 12,235 | — | $31.63万 | 新建仓 |
| BLK | BlackRock Inc | $31.64万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| IBTO | iShares Ibonds Term Treasury ETF | $31.80万 | 0.01% | 13,040 | 13,040 | — | $31.80万 | 新建仓 |
| ATI | Allegheny Technologies Com | $32.00万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| HAS | Hasbro Inc | $32.14万 | 0.01% | 3,434 | 0 | 0.0% | — | 不变 |
| DG | Dollar General Corp | $32.34万 | 0.01% | 2,724 | 50 | 1.9% | $5,937 | 加仓 |
| EFA | iShares MSCI EAFE ETF | $32.37万 | 0.01% | 3,333 | -30 | -0.9% | -$2,914 | 减仓 |
| ORLY | O Reilly Automotive | $32.72万 | 0.01% | 3,545 | 0 | 0.0% | — | 不变 |
| WELL | Welltower Inc | $32.80万 | 0.01% | 1,659 | 0 | 0.0% | — | 不变 |
| VPU | Vanguard Utilities | $33.05万 | 0.01% | 1,668 | -69 | -4.0% | -$1.37万 | 减仓 |
| JBL | Jabil Circuit Inc Com | $33.31万 | 0.01% | 1,254 | 12 | 1.0% | $3,188 | 加仓 |
| ASTS | Ast Spacemobile Inc Class A | $33.55万 | 0.01% | 4,048 | 18 | 0.4% | $1,492 | 加仓 |
| DKS | Dick's Sporting Goods | $33.92万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| GOVT | iShares U.S. Treasury Bond ETF | $34.34万 | 0.01% | 14,989 | -6,816 | -31.3% | -$15.62万 | 减仓 |
| COF | Capital One Finl Corp Com | $34.42万 | 0.01% | 1,887 | 0 | 0.0% | — | 不变 |
| VVV | Valvoline Inc | $34.47万 | 0.01% | 10,236 | 0 | 0.0% | — | 不变 |
| JCI | Johnson CTLS Intl PLC F | $34.55万 | 0.01% | 2,630 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MNG Inc F | $34.68万 | 0.01% | 11,800 | 3,300 | 38.8% | $9.70万 | 重新持有 |
| PGR | Progressive Corp Ohio | $34.73万 | 0.01% | 1,752 | 228 | 15.0% | $4.52万 | 加仓 |
| GSLC | Goldman Sachs Actvbeta US LRG ETF | $34.74万 | 0.01% | 2,776 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines F | $34.81万 | 0.01% | 1,715 | 1,715 | — | $34.81万 | 新建仓 |
| IBIT | iShares Bitcoin ETF | $35.23万 | 0.01% | 9,169 | 171 | 1.9% | $6,570 | 加仓 |
| SCHK | Schwab 1000 Index ETF | $35.48万 | 0.01% | 11,325 | 0 | 0.0% | — | 不变 |
| PNR | Pentair PLC F | $35.61万 | 0.01% | 4,088 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy ETF | $35.82万 | 0.01% | 2,070 | 0 | 0.0% | — | 不变 |
| SPGP | Invesco S And P 500 Garp ETF | $36.00万 | 0.01% | 3,345 | 0 | 0.0% | — | 不变 |
| IUSV | iShares Core S&P US Value | $36.02万 | 0.01% | 3,523 | 0 | 0.0% | — | 不变 |
| AIQ | Global X Fund GLB X Art Intl TGY ETF | $36.16万 | 0.01% | 7,747 | 768 | 11.0% | $3.58万 | 加仓 |
| RAMP | Liveramp HLDGS Inc | $36.16万 | 0.01% | 13,635 | 13,635 | — | $36.16万 | 新建仓 |
| VYMI | Vanguard Intrntnl HGH | $36.18万 | 0.01% | 3,839 | 735 | 23.7% | $6.93万 | 加仓 |
| JAAA | Janus Henderson Aaa CLO ETF | $36.47万 | 0.01% | 7,211 | -108,891 | -93.8% | -$550.69万 | 减仓 |
| CRM | Salesforce Com | $36.68万 | 0.02% | 1,965 | -375 | -16.0% | -$7.00万 | 减仓 |
| — | DuPont De Nemours Inc | $37.00万 | 0.02% | 8,079 | 0 | 0.0% | — | 不变 |
| UTHR | United Therapeutics | $37.24万 | 0.02% | 628 | 79 | 14.4% | $4.68万 | 加仓 |
| VGSH | Vanguard Short Term Government ETF | $37.65万 | 0.02% | 6,432 | 0 | 0.0% | — | 不变 |
| GILD | Gilead Sciences Inc | $38.02万 | 0.02% | 2,728 | 291 | 11.9% | $4.06万 | 加仓 |
| ACLS | Axcelis Technologies | $38.36万 | 0.02% | 4,121 | 730 | 21.5% | $6.79万 | 加仓 |
| TOPT | iShares Top 20 U S Stocks ETF | $38.81万 | 0.02% | 13,562 | -250 | -1.8% | -$7,155 | 减仓 |
| TSCO | Tractor Supply Company | $39.45万 | 0.02% | 8,708 | -73 | -0.8% | -$3,307 | 减仓 |
| AMP | Ameriprise Financial Inc | $39.68万 | 0.02% | 893 | 0 | 0.0% | — | 不变 |
| ICSH | BlackRock Ultra Short Term Bond ETF | $39.80万 | 0.02% | 7,863 | -531 | -6.3% | -$2.69万 | 减仓 |
| FN | Fabrinet F | $40.10万 | 0.02% | 769 | 121 | 18.7% | $6.31万 | 加仓 |
| YEAR | Ab Ultra Short Income ETF | $40.73万 | 0.02% | 8,069 | -1,025 | -11.3% | -$5.17万 | 减仓 |
| TOL | Toll Brothers Inc | $40.94万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp New CL A | $41.27万 | 0.02% | 3,260 | 683 | 26.5% | $8.65万 | 加仓 |
| COKE | Coca Cola Bottlg Co Cons | $41.52万 | 0.02% | 2,166 | 0 | 0.0% | — | 不变 |
| SYY | Sysco Corporation | $41.79万 | 0.02% | 5,859 | -128 | -2.1% | -$9,130 | 减仓 |
| INTU | Intuit Inc | $41.99万 | 0.02% | 971 | -106 | -9.8% | -$4.58万 | 减仓 |
| INDA | iShares MSCI India Index | $42.07万 | 0.02% | 8,982 | -1,597 | -15.1% | -$7.48万 | 减仓 |
| D | Dominion Energy, Inc. | $42.18万 | 0.02% | 6,823 | -518 | -7.1% | -$3.20万 | 减仓 |
| ALL | Allstate Corporation | $42.67万 | 0.02% | 2,047 | -200 | -8.9% | -$4.17万 | 减仓 |
| BWZ | SPDR Short Term Intl Treasury Bond ETF | $42.71万 | 0.02% | 15,865 | 5,307 | 50.3% | $14.29万 | 加仓 |
| PYPL | Paypal Holdings Inco | $42.93万 | 0.02% | 9,491 | -5,604 | -37.1% | -$25.35万 | 减仓 |
| CMI | Cummins Inc | $42.93万 | 0.02% | 798 | 80 | 11.1% | $4.30万 | 加仓 |
| SNA | Snap-On | $42.93万 | 0.02% | 1,182 | 44 | 3.9% | $1.60万 | 加仓 |
| BA | Boeing Co | $43.13万 | 0.02% | 2,167 | -20 | -0.9% | -$3,981 | 减仓 |
| AMTM | Amentum HLDGS Inc | $43.39万 | 0.02% | 16,637 | 500 | 3.1% | $1.30万 | 加仓 |
| LNT | Alliant Energy Corp | $43.49万 | 0.02% | 6,061 | 0 | 0.0% | — | 不变 |
| — | Roundhill Ball Metaverse ETF | $43.63万 | 0.02% | 27,391 | -16,320 | -37.3% | -$26.00万 | 减仓 |
| BAM | Brookfiled Asset Manag F Class A | $44.00万 | 0.02% | 9,899 | 0 | 0.0% | — | 不变 |
| TJX | T J X Cos Inc | $44.48万 | 0.02% | 2,785 | 177 | 6.8% | $2.83万 | 加仓 |
| WMB | Williams Companies | $44.54万 | 0.02% | 6,120 | 1 | 0.0% | $73 | 加仓 |
| LEMB | iShares Emerging Markets Local Cur ETF | $44.57万 | 0.02% | 10,923 | 3,397 | 45.1% | $13.86万 | 加仓 |
| AZO | Autozone Inc Com | $44.59万 | 0.02% | 132 | 0 | 0.0% | — | 不变 |
| IYY | iShares Dow Jones U.S. ETF | $44.65万 | 0.02% | 2,818 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $44.97万 | 0.02% | 4,941 | -105 | -2.1% | -$9,557 | 减仓 |
| MRSH | Marsh & McLennan Co Inc | $45.20万 | 0.02% | 2,606 | -2,399 | -47.9% | -$41.61万 | 减仓 |
| IBDX | iShares Ibonds Dec 2032 TM CRP ETF | $45.75万 | 0.02% | 18,105 | 18,105 | — | $45.75万 | 新建仓 |
| IYR | iShares TR Real Estate | $45.81万 | 0.02% | 4,845 | 0 | 0.0% | — | 不变 |
| AEP | Amer Electric PWR Co Inc | $45.96万 | 0.02% | 3,506 | -32 | -0.9% | -$4,195 | 减仓 |
| MSM | MSC Indl.Direct 'a' | $46.33万 | 0.02% | 5,021 | 0 | 0.0% | — | 不变 |
| DELL | Dell Technologies | $46.57万 | 0.02% | 2,837 | -250 | -8.1% | -$4.10万 | 减仓 |
| IYW | iShares Trust Technology | $46.74万 | 0.02% | 2,576 | 0 | 0.0% | — | 不变 |
| SAN | Banco Santander SA ADR F | $46.83万 | 0.02% | 41,517 | 4,900 | 13.4% | $5.53万 | 加仓 |
| PEG | Pub SVC Ent Group Inc | $47.06万 | 0.02% | 5,813 | 536 | 10.2% | $4.34万 | 加仓 |
| UVE | Universal Ins HLDGS Inc | $47.18万 | 0.02% | 13,812 | 1,105 | 8.7% | $3.77万 | 加仓 |
| VAW | Vanguard Materials ETF | $47.28万 | 0.02% | 2,098 | 107 | 5.4% | $2.41万 | 加仓 |
| SMLF | Ishs US Smalla Cap Eqty Fact ETF | $47.46万 | 0.02% | 6,287 | -300 | -4.6% | -$2.26万 | 减仓 |
| MELI | Mercadolibre Inc | $47.72万 | 0.02% | 276 | 64 | 30.2% | $11.07万 | 加仓 |
| CVS | C V S Caremark Corp | $48.24万 | 0.02% | 6,717 | -143 | -2.1% | -$1.03万 | 减仓 |
| Q | Qnity Electronics Inc | $48.82万 | 0.02% | 4,231 | -322 | -7.1% | -$3.72万 | 减仓 |