13F 机构持仓

LEAVELL INVESTMENT MANAGEMENT, INC.

MOBILE AL · SEC CIK 0000924181

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$27.36亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
MGC 5.1%
AAPL 2.6%
VO 2.2%
MGK 2.0%
VOO 1.8%
VEA 1.6%
FNDF 1.5%
VV 1.4%
GOOG 1.3%

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
SPDW SPDR Portfolio DVLPD WRLD Ex-US ETF $22.22万0.01%4,409 00.0% — 不变
SSB Southstate BK Corp $21.94万0.01%2,197 -185-7.8% -$1.85万 减仓
CVCO Cavco Industries Inc $21.93万0.01%357 357— $21.93万 新建仓
GOLF Acushnet Holdings Corp $21.87万0.01%1,845 -348-15.9% -$4.12万 减仓
SNDK Sandisk Corp $21.83万0.01%96 96— $21.83万 新建仓
EEM iShares MSCI Emerging Markets ETF $21.81万0.01%3,189 3,189— $21.81万 新建仓
FTNT Fortinet Inc $21.80万0.01%1,419 1,419— $21.80万 新建仓
DGRW Wisdomtree US QLT DIV GRW ETF IV $21.53万0.01%2,252 -158-6.6% -$1.51万 减仓
NOC Northrop Grumman Corp Com $21.40万0.01%420 -3-0.7% -$1,528 减仓
SSD Simpson Manufacturing Co Inc $21.25万0.01%1,015 -360-26.2% -$7.54万 减仓
VTEB Vanguard Muni BND Tax Exempt ETF $21.08万0.01%4,167 4,167— $21.08万 新建仓
WTS Watts Water Technologies Inc $21.06万0.01%538 -210-28.1% -$8.22万 减仓
QQQE Direxion Nasdaq 100 Eql WGHT Idx ETF $20.92万0.01%1,715 1,715— $20.92万 新建仓
PRU Prudential Financial Inc $20.73万0.01%1,921 1,921— $20.73万 新建仓
RITM Rithm Capital Corp $20.72万0.01%22,064 -3,200-12.7% -$3.00万 减仓
EQIX Equinix Inc REIT $20.64万0.01%198 198— $20.64万 新建仓
IGEB iShares Invest GRD SYS BND ETF $20.55万0.01%4,555 -90-1.9% -$4,060 减仓
BSMS Invesco Bletshs 2028 MNPL BND ETF $20.39万0.01%8,700 00.0% — 不变
SPCX Space Ex Tech Spacex Class A $20.32万0.01%1,189 1,189— $20.32万 新建仓
MCHP Microchip Tech. $20.31万0.01%2,227 2,227— $20.31万 新建仓
DEM Wisdomtree Emerging MKTS $20.25万0.01%3,765 3,765— $20.25万 新建仓
PHO Invesco Water Resources ETF $20.24万0.01%2,930 00.0% — 重新持有
SRE Sempra Energy $20.20万0.01%2,163 -50-2.3% -$4,669 减仓
A Agilent Technologies Inc $20.19万0.01%1,517 -203-11.8% -$2.70万 重新持有
JEPQ J P Morgan Nasdaq EQT PRM Inc ETF $20.15万0.01%3,278 3,278— $20.15万 新建仓
JEPI JPMorgan Equity Premium Income ETF $20.04万0.01%3,549 3,549— $20.04万 新建仓
DOW Dow Inc Com $20.02万0.01%7,319 00.0% — 不变
VALE Vale S A ADR $16.53万0.01%10,990 -279-2.5% -$4,196 减仓
ETW Eaton Vance TXMG GL Bu Com $13.64万0.00%14,150 14,150— $13.64万 新建仓
— Cbre Clarion Global Real $13.60万0.00%29,500 00.0% — 不变
ACHR Archer Aviation Inc $13.20万0.00%27,902 -67-0.2% -$317 减仓
— Abrdn Global Premier Pro $13.13万0.00%11,087 00.0% — 不变
GRAB Grab HLDGS LTD F Class A $7.54万0.00%20,000 00.0% — 不变
— Honeywell International $00.00%0 -27,474-100.0% -$620.99万 清仓
PYPL Paypal Holdings Inco $00.00%0 -9,491-100.0% -$42.93万 清仓
TSCO Tractor Supply Company $00.00%0 -8,708-100.0% -$39.45万 清仓
CRM Salesforce Com $00.00%0 -1,965-100.0% -$36.68万 清仓
GOVT iShares U.S. Treasury Bond ETF $00.00%0 -14,989-100.0% -$34.34万 清仓
NVR NVR Inc Com $00.00%0 -47-100.0% -$30.97万 清仓
IP International Paper Co $00.00%0 -7,450-100.0% -$26.60万 清仓
KTOS Kratos Defense & Sec Sol $00.00%0 -3,700-100.0% -$26.09万 清仓
NEM Newmont Mining Corp $00.00%0 -2,374-100.0% -$25.70万 清仓
APO Apollo Global Management $00.00%0 -2,250-100.0% -$25.07万 清仓
GBTC Grayscale Bitcoin TR BTC $00.00%0 -4,675-100.0% -$24.67万 清仓
TTE Totalenergies Se $00.00%0 -2,454-100.0% -$22.48万 清仓
PRI Primerica Inc $00.00%0 -890-100.0% -$22.29万 清仓
CENX Century Alum Co $00.00%0 -3,765-100.0% -$22.10万 清仓
TTC Toro Co $00.00%0 -2,300-100.0% -$21.58万 清仓
JPST JPMorgan Ultra Short Income ETF $00.00%0 -4,083-100.0% -$20.66万 清仓
ACGL Arch Cap.GP. $00.00%0 -2,092-100.0% -$20.08万 清仓
DRS D R S Technologies Inc $00.00%0 -4,500-100.0% -$20.03万 清仓
PDI PIMCO Dynamic Income CF $00.00%0 -10,710-100.0% -$18.56万 清仓
GENI Genius Sports LTD F $00.00%0 -36,127-100.0% -$16.00万 清仓
— PSQ HLDGS Inc Class A $00.00%0 -27,997-100.0% -$1.48万 清仓