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 |
|---|---|---|---|---|---|---|---|---|
| RAAX | Vaneck Real Assets ETF | $36.42万 | 0.01% | 9,180 | 9,180 | — | $36.42万 | 新建仓 |
| CARR | Carrier Global Corp | $35.93万 | 0.01% | 4,898 | -572 | -10.5% | -$4.20万 | 减仓 |
| VLTO | Veralto Corp | $35.87万 | 0.01% | 4,039 | 786 | 24.2% | $6.98万 | 加仓 |
| ASTS | Ast Spacemobile Inc Class A | $35.67万 | 0.01% | 4,014 | -34 | -0.8% | -$3,021 | 减仓 |
| JAAA | Janus Henderson Aaa CLO ETF | $35.35万 | 0.01% | 6,984 | -227 | -3.1% | -$1.15万 | 减仓 |
| AEM | Agnico Eagle Mines F | $35.14万 | 0.01% | 2,265 | 550 | 32.1% | $8.53万 | 加仓 |
| EOG | Eog Res Inc Com | $34.52万 | 0.01% | 2,661 | 2,661 | — | $34.52万 | 新建仓 |
| IBTO | iShares Ibonds Term Treasury ETF | $34.45万 | 0.01% | 14,275 | 1,235 | 9.5% | $2.98万 | 加仓 |
| UTHR | United Therapeutics | $34.03万 | 0.01% | 628 | 0 | 0.0% | — | 不变 |
| EFA | iShares MSCI EAFE ETF | $33.95万 | 0.01% | 3,268 | -65 | -2.0% | -$6,752 | 减仓 |
| MET | Metlife Inc | $33.78万 | 0.01% | 3,993 | -296 | -6.9% | -$2.50万 | 减仓 |
| GILD | Gilead Sciences Inc | $33.77万 | 0.01% | 2,673 | -55 | -2.0% | -$6,949 | 减仓 |
| MNST | Monster Beverage Cor | $33.27万 | 0.01% | 3,461 | -56 | -1.6% | -$5,383 | 减仓 |
| SUSA | iShares MSCI USA Esg Select ETF | $33.17万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| PFG | Principal Financial GP Com | $32.60万 | 0.01% | 3,024 | 0 | 0.0% | — | 不变 |
| HUBB | Hubbell Inc | $32.54万 | 0.01% | 622 | 98 | 18.7% | $5.13万 | 加仓 |
| EXR | Extra Space Storage Inc | $32.42万 | 0.01% | 2,231 | -27 | -1.2% | -$3,924 | 减仓 |
| VPU | Vanguard Utilities | $32.40万 | 0.01% | 1,655 | -13 | -0.8% | -$2,545 | 减仓 |
| YEAR | Ab Ultra Short Income ETF | $32.20万 | 0.01% | 6,396 | -1,673 | -20.7% | -$8.42万 | 减仓 |
| INTU | Intuit Inc | $32.03万 | 0.01% | 1,227 | 256 | 26.4% | $6.68万 | 加仓 |
| KKR | KKR & Co Inc Class A | $31.94万 | 0.01% | 3,480 | 87 | 2.6% | $7,985 | 加仓 |
| O | Realty Income Corp | $31.87万 | 0.01% | 5,121 | 5,121 | — | $31.87万 | 新建仓 |
| AMLP | Alps Alerian MLP ETF New | $31.62万 | 0.01% | 6,098 | 1,552 | 34.1% | $8.05万 | 加仓 |
| EW | Edwards Lifesciences CP | $31.53万 | 0.01% | 3,485 | -40 | -1.1% | -$3,618 | 减仓 |
| IBDY | iShares Ibonds Dec 2033 TM CP ETF | $31.50万 | 0.01% | 12,235 | 0 | 0.0% | — | 不变 |
| PNR | Pentair PLC F | $31.34万 | 0.01% | 4,088 | 0 | 0.0% | — | 不变 |
| VDE | Vanguard Energy ETF | $31.08万 | 0.01% | 2,070 | 0 | 0.0% | — | 不变 |
| PHM | Pultegroup Inc | $30.92万 | 0.01% | 2,249 | -270 | -10.7% | -$3.71万 | 减仓 |
| BSMT | Invesco Bletshs 2029 MNPL BND ETF | $30.83万 | 0.01% | 13,385 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MNG Inc F | $30.54万 | 0.01% | 10,800 | -1,000 | -8.5% | -$2.83万 | 减仓 |
| ADM | Archer-Daniels-Midlnd Co | $30.54万 | 0.01% | 3,997 | 2 | 0.1% | $153 | 加仓 |
| PALC | Pacer Lunt LRG Cap Multi Factr ETF | $30.50万 | 0.01% | 5,104 | -748 | -12.8% | -$4.47万 | 减仓 |
| PWRD | Engine No 1 Transform Climate ETF | $30.42万 | 0.01% | 2,474 | 0 | 0.0% | — | 不变 |
| ASGI | Abrdn STNDRD GLB Infr In | $29.99万 | 0.01% | 12,900 | 0 | 0.0% | — | 不变 |
| BLK | BlackRock Inc | $29.90万 | 0.01% | 311 | -18 | -5.5% | -$1.73万 | 减仓 |
| OEF | iShares TR S&P 100 ETF | $29.82万 | 0.01% | 815 | 192 | 30.8% | $7.02万 | 重新持有 |
| TDY | Teledyne Technologies Com | $29.74万 | 0.01% | 446 | 446 | — | $29.74万 | 新建仓 |
| GM | General Motors Co | $29.12万 | 0.01% | 3,778 | 3,778 | — | $29.12万 | 新建仓 |
| TDG | Transdigm Group Inc | $28.77万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| NFG | National Fuel Gas Co | $28.70万 | 0.01% | 3,690 | 363 | 10.9% | $2.82万 | 加仓 |
| CP | Canadian Pacific Kansas F | $28.66万 | 0.01% | 3,308 | -130 | -3.8% | -$1.13万 | 减仓 |
| IPKW | Invsc Intl Buyback Achiev ETF | $28.65万 | 0.01% | 5,087 | 385 | 8.2% | $2.17万 | 加仓 |
| DHI | D R Horton Co | $28.59万 | 0.01% | 1,755 | -491 | -21.9% | -$8.00万 | 减仓 |
| BSMW | Inves Bulltshs 2032 Muni BND ETF | $28.57万 | 0.01% | 11,365 | 2,000 | 21.4% | $5.03万 | 加仓 |
| HAS | Hasbro Inc | $28.36万 | 0.01% | 3,434 | 0 | 0.0% | — | 不变 |
| KXI | iShares Global Consumer Staples ETF | $28.12万 | 0.01% | 4,164 | 449 | 12.1% | $3.03万 | 加仓 |
| ITOT | iShares Total US Stock Market ETF | $27.84万 | 0.01% | 1,695 | -147 | -8.0% | -$2.41万 | 减仓 |
| ATO | Atmos Energy Corp | $27.77万 | 0.01% | 1,612 | -56 | -3.4% | -$9,647 | 减仓 |
| IGIB | iShares Intermediate-Term Corporate Bond ETF | $27.70万 | 0.01% | 5,210 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $27.70万 | 0.01% | 5,719 | -8,084 | -58.6% | -$39.15万 | 减仓 |
| DFUV | Dimensional US Marketwide Value ETF | $27.68万 | 0.01% | 5,031 | 0 | 0.0% | — | 不变 |
| L | Loews Corporation | $27.51万 | 0.01% | 2,430 | 0 | 0.0% | — | 不变 |
| ARM | Arm HLDGS PLC F Unsponsored ADR | $27.48万 | 0.01% | 775 | -2,920 | -79.0% | -$103.53万 | 重新持有 |
| BSMR | Invesco Bletshs 2027 MNPL BND ETF | $27.42万 | 0.01% | 11,600 | 0 | 0.0% | — | 不变 |
| MAR | Marriott Intl Inc CL A | $27.39万 | 0.01% | 739 | -138 | -15.7% | -$5.11万 | 减仓 |
| HEI/A | Heico Corp | $27.29万 | 0.01% | 1,058 | 0 | 0.0% | — | 不变 |
| FCNCA | First CTZNS Bancshares I Class A | $27.26万 | 0.01% | 131 | -10 | -7.1% | -$2.08万 | 减仓 |
| SYK | Stryker Corp | $27.16万 | 0.01% | 860 | -52 | -5.7% | -$1.64万 | 减仓 |
| OKTA | Okta Inc Class A | $26.95万 | 0.01% | 1,975 | 1,975 | — | $26.95万 | 新建仓 |
| RDDT | Reddit Inc Class A | $26.44万 | 0.01% | 1,523 | 1,523 | — | $26.44万 | 新建仓 |
| WDC | Western Digital Corp | $26.32万 | 0.01% | 412 | 412 | — | $26.32万 | 新建仓 |
| BEPC | Brookfield Renewable Corp | $26.25万 | 0.01% | 7,072 | 7,072 | — | $26.25万 | 新建仓 |
| AEIS | Advanced Energy Inds Com | $26.10万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| CNX | C N X Resources Corp | $26.01万 | 0.01% | 7,666 | 0 | 0.0% | — | 不变 |
| METC | Ramaco Resources Inc Class A | $25.70万 | 0.01% | 19,425 | 19,425 | — | $25.70万 | 新建仓 |
| — | iShares Ibonds Dec 2032 Term Muni Bond ETF | $25.58万 | 0.01% | 10,060 | 10,060 | — | $25.58万 | 新建仓 |
| MKC | McCormick & Co Inc N-VT | $25.56万 | 0.01% | 5,070 | 0 | 0.0% | — | 不变 |
| EMB | iShares JPMorgan Usd MTS | $25.27万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| SCHP | Schwab US TIPS ETF | $25.23万 | 0.01% | 9,522 | 9,522 | — | $25.23万 | 新建仓 |
| BELFB | Bel Fuse Inc Class B | $24.98万 | 0.01% | 750 | 750 | — | $24.98万 | 新建仓 |
| QVAL | AA US Quantitative Value ETF | $24.89万 | 0.01% | 4,488 | 243 | 5.7% | $1.35万 | 加仓 |
| UPS | United Parcel Service B | $24.83万 | 0.01% | 2,310 | -244 | -9.6% | -$2.62万 | 减仓 |
| EXC | Exelon Corporation | $24.69万 | 0.01% | 5,297 | 0 | 0.0% | — | 不变 |
| GLTR | Abrdn Physical Prec MTL BSKT SHS ETF | $24.67万 | 0.01% | 1,362 | 1,362 | — | $24.67万 | 新建仓 |
| SEB | Seaboard Corp | $24.55万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $24.37万 | 0.01% | 2,385 | -216 | -8.3% | -$2.21万 | 减仓 |
| CI | CIGNA Corp | $24.32万 | 0.01% | 882 | -103 | -10.5% | -$2.84万 | 减仓 |
| CMCSA | Comcast Corp New CL A | $24.29万 | 0.01% | 9,892 | -7,588 | -43.4% | -$18.63万 | 减仓 |
| IBRX | Immunitybio Inc | $24.09万 | 0.01% | 27,512 | 0 | 0.0% | — | 不变 |
| INFL | Horizon Kinetics Inflat Benefici ETF | $23.95万 | 0.01% | 4,801 | 0 | 0.0% | — | 不变 |
| HLT | Hilton Worldwide HLD | $23.59万 | 0.01% | 714 | -282 | -28.3% | -$9.32万 | 减仓 |
| LYV | Live Nation Inc Com | $23.58万 | 0.01% | 1,288 | -52 | -3.9% | -$9,522 | 减仓 |
| EVRG | Evergy Inc | $23.58万 | 0.01% | 2,728 | 0 | 0.0% | — | 不变 |
| TLT | iShares 20 Year Treasury Bond ETF | $23.52万 | 0.01% | 2,722 | 2,722 | — | $23.52万 | 新建仓 |
| ETV | Ev Tax-Managed Buy-Write | $23.36万 | 0.01% | 15,700 | 15,700 | — | $23.36万 | 新建仓 |
| GPC | Genuine Parts Co | $23.29万 | 0.01% | 1,955 | -641 | -24.7% | -$7.64万 | 减仓 |
| IJK | iShares S&P Midcap 400 | $23.23万 | 0.01% | 1,977 | 1,977 | — | $23.23万 | 新建仓 |
| XME | SPDR Ser TR S&P (metals MNG) | $23.23万 | 0.01% | 2,172 | 0 | 0.0% | — | 不变 |
| MYRG | MYR Group Inc | $23.17万 | 0.01% | 463 | 463 | — | $23.17万 | 新建仓 |
| REMX | Vaneck Rare Earth STR MTL ETF | $23.14万 | 0.01% | 2,615 | 2,615 | — | $23.14万 | 新建仓 |
| DFIC | Dimensional Intern Core Equity 2 ETF | $23.10万 | 0.01% | 6,200 | 0 | 0.0% | — | 不变 |
| IGRO | iShares Dividend Growth ETF | $23.08万 | 0.01% | 2,625 | -700 | -21.1% | -$6.16万 | 减仓 |
| ROP | Roper Technologies Inc | $22.88万 | 0.01% | 676 | 676 | — | $22.88万 | 新建仓 |
| FRDM | Freedom 100 Emerging Markets ETF | $22.84万 | 0.01% | 3,119 | 3,119 | — | $22.84万 | 新建仓 |
| QQQM | Invesco Nasdaq 100 ETF | $22.69万 | 0.01% | 749 | 749 | — | $22.69万 | 新建仓 |
| — | Special Opptys Fund | $22.63万 | 0.01% | 16,800 | 16,800 | — | $22.63万 | 新建仓 |
| WSM | Williams Sonoma | $22.52万 | 0.01% | 966 | 966 | — | $22.52万 | 新建仓 |
| IBIT | iShares Bitcoin ETF | $22.40万 | 0.01% | 6,728 | -2,441 | -26.6% | -$8.13万 | 减仓 |
| CTAS | Cintas Corp Com | $22.37万 | 0.01% | 1,315 | 1,315 | — | $22.37万 | 新建仓 |
| ICSH | BlackRock Ultra Short Term Bond ETF | $22.27万 | 0.01% | 4,403 | -3,460 | -44.0% | -$17.50万 | 减仓 |