LEAVELL INVESTMENT MANAGEMENT, INC.
MOBILE AL · SEC CIK 0000924181
$27.36亿2026Q2 申报市值
633持仓数
25.8%前十大占比 · 第一大 6.4%
47 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TIP 加仓+$690.51万
STIP 加仓+$450.04万
IGSB 加仓+$320.07万
HONA 新建仓+$305.37万
IAU 加仓+$226.60万
2026Q2 卖出最多 按季末市值估算
Honeywell Intern 清仓-$620.99万
NVDA 减仓-$272.42万
VO 减仓-$125.71万
UBER 减仓-$123.68万
Horizons Trust I 减仓-$117.22万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MSM | MSC Indl.Direct 'a' | $59.72万 | 0.02% | 5,021 | 0 | 0.0% | — | 不变 |
| FN | Fabrinet F | $59.52万 | 0.02% | 1,059 | 290 | 37.7% | $16.30万 | 加仓 |
| ROAD | Construction Partners In | $59.38万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| HSIC | Schein Henry Inc | $59.36万 | 0.02% | 7,107 | -24 | -0.3% | -$2,004 | 减仓 |
| EQNR | Equinor A S A F Sponsored ADR | $59.03万 | 0.02% | 18,800 | 0 | 0.0% | — | 不变 |
| MELI | Mercadolibre Inc | $58.39万 | 0.02% | 344 | 68 | 24.6% | $11.54万 | 加仓 |
| FLQM | Franklin US MD CP Multifct Index ETF | $58.36万 | 0.02% | 10,020 | -6,483 | -39.3% | -$37.76万 | 减仓 |
| PAYX | Paychex Inc | $58.18万 | 0.02% | 5,917 | -530 | -8.2% | -$5.21万 | 减仓 |
| SMLF | Ishs US Smalla Cap Eqty Fact ETF | $58.05万 | 0.02% | 6,512 | 225 | 3.6% | $2.01万 | 加仓 |
| NRG | NRG Energy Inc New | $57.75万 | 0.02% | 3,954 | -500 | -11.2% | -$7.30万 | 减仓 |
| APH | Amphenol Corp New CL A | $57.74万 | 0.02% | 3,270 | 10 | 0.3% | $1,766 | 加仓 |
| SAN | Banco Santander SA ADR F | $57.29万 | 0.02% | 41,517 | 0 | 0.0% | — | 不变 |
| VHT | Vanguard Health Care ETF | $57.17万 | 0.02% | 1,912 | -92 | -4.6% | -$2.75万 | 减仓 |
| SPGI | S & P Global Inc | $56.82万 | 0.02% | 1,395 | -353 | -20.2% | -$14.38万 | 减仓 |
| UVE | Universal Ins HLDGS Inc | $56.71万 | 0.02% | 13,712 | -100 | -0.7% | -$4,136 | 减仓 |
| CMI | Cummins Inc | $56.23万 | 0.02% | 788 | -10 | -1.3% | -$7,136 | 减仓 |
| BAI | iShares Ai Invatn And Tec Act ETF | $56.07万 | 0.02% | 10,636 | 10,636 | — | $56.07万 | 新建仓 |
| ET | Energy Transfer Equity | $55.57万 | 0.02% | 29,063 | 1 | 0.0% | $19 | 加仓 |
| MDT | Medtronic PLC F | $55.13万 | 0.02% | 6,983 | -259 | -3.6% | -$2.04万 | 减仓 |
| MOO | Vaneck Vectors ETF TR Agribusiness ETF | $54.77万 | 0.02% | 6,915 | -6 | -0.1% | -$475 | 减仓 |
| ORLY | O Reilly Automotive | $54.66万 | 0.02% | 5,935 | 2,390 | 67.4% | $22.01万 | 加仓 |
| DRI | Darden Restaurants Inc | $54.47万 | 0.02% | 2,644 | 15 | 0.6% | $3,090 | 加仓 |
| RYN | Rayonier Inc | $54.39万 | 0.02% | 25,561 | -2,700 | -9.6% | -$5.75万 | 减仓 |
| OXY | Occidental Pete Corp | $54.15万 | 0.02% | 11,089 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $54.06万 | 0.02% | 4,838 | -103 | -2.1% | -$1.15万 | 减仓 |
| XLE | Sector SPDR Engy Select | $53.67万 | 0.02% | 10,106 | 1,206 | 13.6% | $6.41万 | 加仓 |
| TFC | Truist Financial Corporation | $53.37万 | 0.02% | 10,713 | -1,774 | -14.2% | -$8.84万 | 减仓 |
| MKL | Markel Corp | $53.12万 | 0.02% | 272 | 0 | 0.0% | — | 不变 |
| ALLE | Allegion Public LTD Co F | $52.30万 | 0.02% | 3,723 | -249 | -6.3% | -$3.50万 | 减仓 |
| AIQ | Global X Fund GLB X Art Intl TGY ETF | $51.81万 | 0.02% | 7,897 | 150 | 1.9% | $9,842 | 加仓 |
| TBIL | US Treasury 3 Month Bill ETF | $51.63万 | 0.02% | 10,355 | 0 | 0.0% | — | 不变 |
| GIL | Gildan Activewear Inc F | $51.60万 | 0.02% | 10,000 | -73 | -0.7% | -$3,767 | 减仓 |
| FBND | Fidelity Total Bond ETF | $51.39万 | 0.02% | 11,255 | 4,380 | 63.7% | $20.00万 | 加仓 |
| IYY | iShares Dow Jones U.S. ETF | $51.37万 | 0.02% | 2,818 | 0 | 0.0% | — | 不变 |
| AMTM | Amentum HLDGS Inc | $50.97万 | 0.02% | 24,660 | 8,023 | 48.2% | $16.58万 | 加仓 |
| JBL | Jabil Circuit Inc Com | $50.00万 | 0.02% | 1,297 | 43 | 3.4% | $1.66万 | 加仓 |
| BWZ | SPDR Short Term Intl Treasury Bond ETF | $49.89万 | 0.02% | 18,649 | 2,784 | 17.5% | $7.45万 | 加仓 |
| EQX | Equinox Gold Corp F | $49.63万 | 0.02% | 51,061 | 17,141 | 50.5% | $16.66万 | 加仓 |
| IYR | iShares TR Real Estate | $49.54万 | 0.02% | 4,845 | 0 | 0.0% | — | 不变 |
| MDLZ | Mondelez Intl Inc CL A | $49.47万 | 0.02% | 8,479 | 0 | 0.0% | — | 不变 |
| TOL | Toll Brothers Inc | $49.42万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR Portfolio S&P 500 ETF IV | $49.24万 | 0.02% | 5,603 | 2,703 | 93.2% | $23.75万 | 加仓 |
| GIS | General Mills Inc | $49.01万 | 0.02% | 14,084 | -2,567 | -15.4% | -$8.93万 | 减仓 |
| IBDX | iShares Ibonds Dec 2032 TM CRP ETF | $48.94万 | 0.02% | 19,430 | 1,325 | 7.3% | $3.34万 | 加仓 |
| NFLX | Netflix Com Inc Com | $48.69万 | 0.02% | 6,820 | -258 | -3.6% | -$1.84万 | 减仓 |
| TGT | Target Corporation | $48.08万 | 0.02% | 3,681 | -2,841 | -43.6% | -$37.11万 | 减仓 |
| TOPT | iShares Top 20 U S Stocks ETF | $47.83万 | 0.02% | 14,528 | 966 | 7.1% | $3.18万 | 加仓 |
| LNT | Alliant Energy Corp | $47.82万 | 0.02% | 6,268 | 207 | 3.4% | $1.58万 | 加仓 |
| VAW | Vanguard Materials ETF | $47.64万 | 0.02% | 2,082 | -16 | -0.8% | -$3,661 | 减仓 |
| SNA | Snap-On | $47.56万 | 0.02% | 1,182 | 0 | 0.0% | — | 不变 |
| AEP | Amer Electric PWR Co Inc | $47.41万 | 0.02% | 3,466 | -40 | -1.1% | -$5,472 | 减仓 |
| SYY | Sysco Corporation | $46.46万 | 0.02% | 5,558 | -301 | -5.1% | -$2.52万 | 减仓 |
| CRWD | Crowdstrike HLDGS Inc | $46.09万 | 0.02% | 604 | -4 | -0.7% | -$3,053 | 减仓 |
| — | Roundhill Ball Metaverse ETF | $46.08万 | 0.02% | 24,975 | -2,416 | -8.8% | -$4.46万 | 减仓 |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | $45.71万 | 0.02% | 5,858 | 5,858 | — | $45.71万 | 新建仓 |
| RAMP | Liveramp HLDGS Inc | $45.54万 | 0.02% | 12,100 | -1,535 | -11.3% | -$5.78万 | 减仓 |
| WMB | Williams Companies | $45.51万 | 0.02% | 6,121 | 1 | 0.0% | $74 | 加仓 |
| ALL | Allstate Corporation | $45.44万 | 0.02% | 1,901 | -146 | -7.1% | -$3.49万 | 减仓 |
| TEM | Tempus Ai Inc Class A | $45.29万 | 0.02% | 7,818 | 915 | 13.3% | $5.30万 | 加仓 |
| BA | Boeing Co | $44.72万 | 0.02% | 2,066 | -101 | -4.7% | -$2.19万 | 减仓 |
| MCO | Moodys Corp Com | $44.48万 | 0.02% | 982 | 982 | — | $44.48万 | 新建仓 |
| DG | Dollar General Corp | $44.31万 | 0.02% | 3,849 | 1,125 | 41.3% | $12.95万 | 加仓 |
| MRSH | Marsh & McLennan Co Inc | $44.00万 | 0.02% | 2,640 | 34 | 1.3% | $5,667 | 加仓 |
| DVN | Devon Energy CP New | $43.78万 | 0.02% | 10,596 | -167 | -1.6% | -$6,900 | 减仓 |
| SR | Spire Inc | $43.47万 | 0.02% | 5,510 | -400 | -6.8% | -$3.16万 | 减仓 |
| ATI | Allegheny Technologies Com | $43.36万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| TJX | T J X Cos Inc | $42.20万 | 0.02% | 2,786 | 1 | 0.0% | $151 | 加仓 |
| AZO | Autozone Inc Com | $42.19万 | 0.02% | 132 | 0 | 0.0% | — | 不变 |
| COF | Capital One Finl Corp Com | $42.07万 | 0.02% | 2,097 | 210 | 11.1% | $4.21万 | 加仓 |
| PEG | Pub SVC Ent Group Inc | $41.65万 | 0.02% | 5,132 | -681 | -11.7% | -$5.53万 | 减仓 |
| CBRE | Cbre Group Inc | $41.42万 | 0.02% | 3,075 | 1,150 | 59.7% | $15.49万 | 加仓 |
| COKE | Coca Cola Bottlg Co Cons | $41.35万 | 0.02% | 2,166 | 0 | 0.0% | — | 不变 |
| ILMN | Illumina | $41.28万 | 0.02% | 2,348 | 0 | 0.0% | — | 不变 |
| MCK | Mckesson Corporation | $41.11万 | 0.02% | 544 | -37 | -6.4% | -$2.80万 | 减仓 |
| AMP | Ameriprise Financial Inc | $40.97万 | 0.01% | 893 | 0 | 0.0% | — | 不变 |
| INDA | iShares MSCI India Index | $40.79万 | 0.01% | 8,259 | -723 | -8.0% | -$3.57万 | 减仓 |
| TD | Toronto Dominion Bank F | $40.68万 | 0.01% | 3,350 | 0 | 0.0% | — | 不变 |
| FPS | Forgent PWR Solution Class A | $40.53万 | 0.01% | 7,255 | 7,255 | — | $40.53万 | 新建仓 |
| VVV | Valvoline Inc | $40.47万 | 0.01% | 10,236 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy, Inc. | $40.28万 | 0.01% | 5,898 | -925 | -13.6% | -$6.32万 | 减仓 |
| SCHK | Schwab 1000 Index ETF | $40.15万 | 0.01% | 11,135 | -190 | -1.7% | -$6,851 | 减仓 |
| SPGP | Invesco S And P 500 Garp ETF | $39.87万 | 0.01% | 3,260 | -85 | -2.5% | -$1.04万 | 减仓 |
| GSLC | Goldman Sachs Actvbeta US LRG ETF | $39.39万 | 0.01% | 2,776 | 0 | 0.0% | — | 不变 |
| JCI | Johnson CTLS Intl PLC F | $39.21万 | 0.01% | 2,676 | 46 | 1.7% | $6,739 | 加仓 |
| VYMI | Vanguard Intrntnl HGH | $39.19万 | 0.01% | 3,991 | 152 | 4.0% | $1.49万 | 加仓 |
| DKS | Dick's Sporting Goods | $38.56万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| RPV | Invesco S&P 500 Pure Value ETF | $38.52万 | 0.01% | 3,384 | 3,384 | — | $38.52万 | 新建仓 |
| ACN | Accenture PLC CL A F | $37.84万 | 0.01% | 3,041 | -32 | -1.0% | -$3,982 | 减仓 |
| VGSH | Vanguard Short Term Government ETF | $37.73万 | 0.01% | 6,482 | 50 | 0.8% | $2,910 | 加仓 |
| WELL | Welltower Inc | $37.65万 | 0.01% | 1,659 | 0 | 0.0% | — | 不变 |
| PSN | Parsons Corp | $37.58万 | 0.01% | 7,174 | 2,474 | 52.6% | $12.96万 | 加仓 |
| MSSM | Morgan Stanley Pathway Small-Mid Cap Equity ETF | $37.51万 | 0.01% | 6,054 | 6,054 | — | $37.51万 | 新建仓 |
| BAM | Brookfiled Asset Manag F Class A | $37.43万 | 0.01% | 8,345 | -1,554 | -15.7% | -$6.97万 | 减仓 |
| WTV | Wisdomtree U S Value ETF | $37.38万 | 0.01% | 3,675 | 1,300 | 54.7% | $13.22万 | 加仓 |
| PGR | Progressive Corp Ohio | $37.20万 | 0.01% | 1,703 | -49 | -2.8% | -$1.07万 | 减仓 |
| RMD | Resmed Inc | $37.18万 | 0.01% | 1,908 | -300 | -13.6% | -$5.85万 | 减仓 |
| — | SKYX Platforms Corp | $37.02万 | 0.01% | 334,980 | 171,230 | 104.6% | $18.92万 | 加仓 |
| BRC | Brady Corporation CL A | $36.83万 | 0.01% | 4,022 | 980 | 32.2% | $8.97万 | 加仓 |
| IUSV | iShares Core S&P US Value | $36.77万 | 0.01% | 3,338 | -185 | -5.3% | -$2.04万 | 减仓 |
| DD | DuPont De Nemours Inc Com Usd0.01 (R/S) | $36.46万 | 0.01% | 2,688 | -5,391 | -66.7% | -$73.11万 | 减仓 |