BUCKHEAD CAPITAL MANAGEMENT LLC
ATLANTA GA · SEC CIK 0001133999
$2.92亿2026Q2 申报市值
149持仓数
29.5%前十大占比 · 第一大 5.0%
4 / 3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
VZ 加仓+$208.37万
ZTS 加仓+$164.68万
ATO 加仓+$109.48万
ROL 加仓+$87.65万
SITE 加仓+$86.12万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$549.69万
FTNT 减仓-$300.28万
CASY 减仓-$126.54万
TXN 减仓-$119.47万
PEP 减仓-$52.56万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,455.83万 | 4.99% | 50,312 | 377 | 0.8% | $10.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,149.74万 | 3.94% | 30,822 | -18 | -0.1% | -$6,714 | 减仓 |
| GOOGL | ALPHABET INC | $1,110.50万 | 3.81% | 31,074 | -453 | -1.4% | -$16.19万 | 减仓 |
| AMZN | AMAZON COM INC | $944.61万 | 3.24% | 39,633 | 100 | 0.3% | $2.38万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $904.19万 | 3.10% | 20,866 | -474 | -2.2% | -$20.54万 | 减仓 |
| TXN | TEXAS INSTRS INC | $667.98万 | 2.29% | 22,410 | -4,008 | -15.2% | -$119.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $617.28万 | 2.12% | 12,336 | -116 | -0.9% | -$5.80万 | 减仓 |
| HD | HOME DEPOT INC | $596.45万 | 2.05% | 16,912 | -544 | -3.1% | -$19.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $587.06万 | 2.01% | 23,115 | -167 | -0.7% | -$4.24万 | 减仓 |
| FTNT | FORTINET INC | $562.33万 | 1.93% | 36,605 | -19,547 | -34.8% | -$300.28万 | 减仓 |
| APH | AMPHENOL CORP | $559.40万 | 1.92% | 31,727 | -317 | -1.0% | -$5.59万 | 减仓 |
| WSO | WATSCO INC | $517.35万 | 1.77% | 12,414 | -16 | -0.1% | -$6,668 | 减仓 |
| NVDA | NVIDIA CORPORATION | $512.55万 | 1.76% | 25,616 | 1,764 | 7.4% | $35.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $509.52万 | 1.75% | 30,738 | -173 | -0.6% | -$2.87万 | 减仓 |
| V | VISA INC | $504.55万 | 1.73% | 14,706 | -168 | -1.1% | -$5.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $501.84万 | 1.72% | 15,331 | 92 | 0.6% | $3.01万 | 加仓 |
| PEP | PEPSICO INC | $455.01万 | 1.56% | 33,605 | -3,882 | -10.4% | -$52.56万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $446.52万 | 1.53% | 9,019 | 486 | 5.7% | $24.06万 | 加仓 |
| ICLR | ICON PUB LTD CO | $440.80万 | 1.51% | 25,373 | 4,088 | 19.2% | $71.02万 | 加仓 |
| GOOG | ALPHABET INC | $435.53万 | 1.49% | 12,326 | 55 | 0.4% | $1.94万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $435.39万 | 1.49% | 35,383 | 700 | 2.0% | $8.61万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $418.74万 | 1.44% | 12,380 | -674 | -5.2% | -$22.80万 | 减仓 |
| AZO | AUTOZONE INC | $409.08万 | 1.40% | 1,280 | 3 | 0.2% | $9,588 | 加仓 |
| SO | SOUTHERN CO | $406.54万 | 1.39% | 42,476 | 22 | 0.1% | $2,106 | 加仓 |
| COO | COOPER COS INC | $404.55万 | 1.39% | 56,415 | -1,090 | -1.9% | -$7.82万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $399.20万 | 1.37% | 26,258 | -112 | -0.4% | -$1.70万 | 减仓 |
| AON | AON PLC | $394.78万 | 1.35% | 11,902 | -181 | -1.5% | -$6.00万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $371.28万 | 1.27% | 4,671 | -1,592 | -25.4% | -$126.54万 | 减仓 |
| BLK | BLACKROCK INC | $351.89万 | 1.21% | 3,660 | -40 | -1.1% | -$3.85万 | 减仓 |
| WMT | WALMART INC | $350.25万 | 1.20% | 30,924 | -705 | -2.2% | -$7.98万 | 减仓 |
| SPSC | SPS COMM INC | $329.43万 | 1.13% | 57,626 | 592 | 1.0% | $3.38万 | 加仓 |
| FISV | FISERV INC | $323.61万 | 1.11% | 65,975 | -2,387 | -3.5% | -$11.71万 | 减仓 |
| ETN | EATON CORP PLC | $319.93万 | 1.10% | 7,508 | 77 | 1.0% | $3.28万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $311.71万 | 1.07% | 14,629 | -221 | -1.5% | -$4.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $308.70万 | 1.06% | 72,909 | 49,214 | 207.7% | $208.37万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $300.80万 | 1.03% | 17,112 | -537 | -3.0% | -$9.44万 | 减仓 |
| RPM | RPM INTL INC | $298.84万 | 1.02% | 26,886 | -132 | -0.5% | -$1.47万 | 减仓 |
| ZTS | ZOETIS INC | $290.81万 | 1.00% | 40,469 | 22,917 | 130.6% | $164.68万 | 加仓 |
| HRL | HORMEL FOODS CORP | $288.86万 | 0.99% | 116,383 | 25,451 | 28.0% | $63.17万 | 加仓 |
| ROL | ROLLINS INC | $287.51万 | 0.99% | 68,882 | 20,999 | 43.9% | $87.65万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $287.09万 | 0.98% | 6,366 | 1,747 | 37.8% | $78.79万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $286.55万 | 0.98% | 9,798 | 42 | 0.4% | $1.23万 | 加仓 |
| CPRT | COPART INC | $282.78万 | 0.97% | 100,306 | 24,384 | 32.1% | $68.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $267.15万 | 0.92% | 9,112 | -1,269 | -12.2% | -$37.21万 | 减仓 |
| AME | AMETEK INC | $261.54万 | 0.90% | 10,810 | -162 | -1.5% | -$3.92万 | 减仓 |
| YUM | YUM BRANDS INC | $253.57万 | 0.87% | 15,862 | -125 | -0.8% | -$2.00万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $250.90万 | 0.86% | 21,930 | 7,527 | 52.3% | $86.12万 | 加仓 |
| DINO | HF SINCLAIR CORP | $246.69万 | 0.85% | 35,418 | -1,711 | -4.6% | -$11.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $239.37万 | 0.82% | 3,205 | -150 | -4.5% | -$11.20万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $227.17万 | 0.78% | 71,866 | 23,758 | 49.4% | $75.10万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $224.02万 | 0.77% | 13,004 | 6,355 | 95.6% | $109.48万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $192.77万 | 0.66% | 7,829 | -25 | -0.3% | -$6,155 | 减仓 |
| AMAT | APPLIED MATLS INC | $184.51万 | 0.63% | 2,552 | -9 | -0.4% | -$6,507 | 减仓 |
| IGSB | ISHARES TR | $179.16万 | 0.61% | 34,185 | 170 | 0.5% | $8,910 | 加仓 |
| LLY | ELI LILLY & CO | $160.84万 | 0.55% | 1,341 | -13 | -1.0% | -$1.56万 | 减仓 |
| BAC | BANK OF AMER CORP | $151.39万 | 0.52% | 26,569 | -645 | -2.4% | -$3.68万 | 减仓 |
| ORCL | ORACLE CORP | $148.31万 | 0.51% | 10,120 | -1,562 | -13.4% | -$22.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $139.03万 | 0.48% | 2,707 | -28 | -1.0% | -$1.44万 | 减仓 |
| CSX | CSX CORP | $125.37万 | 0.43% | 26,376 | 708 | 2.8% | $3.37万 | 加仓 |
| EVR | EVERCORE INC | $121.38万 | 0.42% | 3,555 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $115.91万 | 0.40% | 14,262 | 374 | 2.7% | $3.04万 | 加仓 |
| — | EXXON MOBIL CORP | $113.55万 | 0.39% | 8,305 | 1,015 | 13.9% | $13.88万 | 加仓 |
| CAT | CATERPILLAR INC | $112.77万 | 0.39% | 1,059 | 103 | 10.8% | $10.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.12万 | 0.37% | 2,626 | -13,228 | -83.4% | -$549.69万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $109.08万 | 0.37% | 1,166 | -8 | -0.7% | -$7,484 | 减仓 |
| IWR | ISHARES TR | $100.57万 | 0.34% | 9,116 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $93.73万 | 0.32% | 8,658 | -923 | -9.6% | -$9.99万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $92.93万 | 0.32% | 1,455 | -15 | -1.0% | -$9,581 | 减仓 |
| SGOV | ISHARES TR | $90.33万 | 0.31% | 8,973 | 5,211 | 138.5% | $52.46万 | 加仓 |
| EMR | EMERSON ELEC CO | $89.27万 | 0.31% | 6,236 | 47 | 0.8% | $6,728 | 加仓 |
| CSCO | CISCO SYS INC | $88.61万 | 0.30% | 7,544 | -145 | -1.9% | -$1.70万 | 减仓 |
| SNDK | SANDISK CORP | $86.86万 | 0.30% | 382 | -3 | -0.8% | -$6,821 | 减仓 |
| PG | PROCTER & GAMBLE CO | $81.24万 | 0.28% | 5,540 | 76 | 1.4% | $1.11万 | 加仓 |
| IXN | ISHARES TR | $78.45万 | 0.27% | 5,430 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $77.93万 | 0.27% | 1,135 | -8 | -0.7% | -$5,493 | 减仓 |
| GLW | CORNING INC | $77.57万 | 0.27% | 3,037 | 22 | 0.7% | $5,619 | 加仓 |
| CME | CME GROUP INC | $76.27万 | 0.26% | 3,454 | -50 | -1.4% | -$1.10万 | 减仓 |
| THG | HANOVER INS GROUP INC | $74.51万 | 0.26% | 3,480 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $71.99万 | 0.25% | 2,396 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $70.39万 | 0.24% | 4,646 | -194 | -4.0% | -$2.94万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.49万 | 0.24% | 1,364 | 18 | 1.3% | $9,170 | 加仓 |
| BDX | BECTON DICKINSON & CO | $68.93万 | 0.24% | 4,555 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $67.42万 | 0.23% | 2,023 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $66.67万 | 0.23% | 2,750 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $65.33万 | 0.22% | 3,765 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $63.48万 | 0.22% | 8,823 | -79 | -0.9% | -$5,684 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $62.59万 | 0.21% | 3,460 | 5 | 0.1% | $905 | 加仓 |
| QCOM | QUALCOMM INC | $59.80万 | 0.21% | 3,236 | 15 | 0.5% | $2,772 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.21万 | 0.20% | 9,752 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $57.88万 | 0.20% | 4,242 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $55.01万 | 0.19% | 6,699 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $53.44万 | 0.18% | 726 | 11 | 1.5% | $8,096 | 加仓 |
| WDFC | WD 40 CO | $52.05万 | 0.18% | 2,136 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $51.94万 | 0.18% | 8,750 | 2,800 | 47.1% | $16.62万 | 加仓 |
| SLQD | ISHARES TR | $50.63万 | 0.17% | 10,052 | -768 | -7.1% | -$3.87万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $49.97万 | 0.17% | 3,649 | 50 | 1.4% | $6,848 | 加仓 |
| FIVE | FIVE BELOW INC | $49.80万 | 0.17% | 2,770 | 0 | 0.0% | — | 不变 |
| KELYA | KELLY SVCS INC | $47.77万 | 0.16% | 38,900 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $47.38万 | 0.16% | 4,150 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.77万 | 0.16% | 1,663 | -25 | -1.5% | -$7,030 | 减仓 |