BUCKHEAD CAPITAL MANAGEMENT LLC
ATLANTA GA · SEC CIK 0001133999
$2.65亿2026Q1 申报市值
148持仓数
28.7%前十大占比 · 第一大 4.8%
14 / 6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
NVDA 加仓+$320.43万
ETN 新建仓+$265.78万
ZTS 新建仓+$207.48万
HRL 新建仓+$205.96万
GWRE 加仓+$156.56万
2026Q1 卖出最多 按季末市值估算
ELS 清仓-$348.12万
ROP 减仓-$291.73万
RMD 清仓-$272.83万
JNJ 减仓-$220.41万
HD 减仓-$205.82万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,267.30万 | 4.78% | 49,935 | -1,939 | -3.7% | -$49.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,141.62万 | 4.30% | 30,840 | -568 | -1.8% | -$21.03万 | 减仓 |
| GOOGL | ALPHABET INC | $906.60万 | 3.42% | 31,527 | -3,001 | -8.7% | -$86.30万 | 减仓 |
| AMZN | AMAZON COM INC | $823.35万 | 3.10% | 39,533 | 3,533 | 9.8% | $73.58万 | 加仓 |
| CVX | CHEVRON CORPORATION | $639.55万 | 2.41% | 30,911 | -775 | -2.4% | -$16.03万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $596.70万 | 2.25% | 12,452 | -370 | -2.9% | -$17.73万 | 减仓 |
| PEP | PEPSICO INC | $582.13万 | 2.19% | 37,487 | 50 | 0.1% | $7,764 | 加仓 |
| HD | HOME DEPOT INC | $574.11万 | 2.16% | 17,456 | -6,258 | -26.4% | -$205.82万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $569.11万 | 2.14% | 23,282 | -9,017 | -27.9% | -$220.41万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $518.72万 | 1.95% | 34,683 | 10,468 | 43.2% | $156.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $512.88万 | 1.93% | 26,418 | -252 | -0.9% | -$4.89万 | 减仓 |
| FTNT | FORTINET INC | $458.88万 | 1.73% | 56,152 | 244 | 0.4% | $1.99万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $455.95万 | 1.72% | 21,340 | -990 | -4.4% | -$21.15万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $455.89万 | 1.72% | 6,263 | -2,536 | -28.8% | -$184.60万 | 减仓 |
| WSO | WATSCO INC | $452.21万 | 1.70% | 12,430 | 2,053 | 19.8% | $74.69万 | 加仓 |
| V | VISA INC | $449.55万 | 1.69% | 14,874 | -363 | -2.4% | -$10.97万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $448.28万 | 1.69% | 15,239 | -426 | -2.7% | -$12.53万 | 减仓 |
| AZO | AUTOZONE INC | $431.34万 | 1.63% | 1,277 | -5 | -0.4% | -$1.69万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $428.99万 | 1.62% | 15,854 | 314 | 2.0% | $8.50万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $415.98万 | 1.57% | 23,852 | 18,373 | 335.3% | $320.43万 | 加仓 |
| COO | COOPER COS INC | $411.16万 | 1.55% | 57,505 | -600 | -1.0% | -$4.29万 | 减仓 |
| SO | SOUTHERN CO | $409.76万 | 1.54% | 42,454 | -582 | -1.4% | -$5.62万 | 减仓 |
| APH | AMPHENOL CORP | $404.87万 | 1.53% | 32,044 | 582 | 1.8% | $7.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $394.85万 | 1.49% | 13,054 | -236 | -1.8% | -$7.14万 | 减仓 |
| WMT | WALMART INC | $393.09万 | 1.48% | 31,629 | -2,872 | -8.3% | -$35.69万 | 减仓 |
| AON | AON PLC | $390.02万 | 1.47% | 12,083 | -226 | -1.8% | -$7.29万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $381.81万 | 1.44% | 26,370 | -606 | -2.2% | -$8.77万 | 减仓 |
| FISV | FISERV INC | $381.46万 | 1.44% | 68,362 | 19,584 | 40.1% | $109.28万 | 加仓 |
| BLK | BLACKROCK INC | $355.79万 | 1.34% | 3,700 | -4 | -0.1% | -$3,846 | 减仓 |
| GOOG | ALPHABET INC | $352.02万 | 1.33% | 12,271 | -604 | -4.7% | -$17.33万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $349.08万 | 1.32% | 17,649 | -251 | -1.4% | -$4.96万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $334.03万 | 1.26% | 9,756 | 2,031 | 26.3% | $69.54万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $325.24万 | 1.23% | 14,850 | -306 | -2.0% | -$6.70万 | 减仓 |
| SPSC | SPS COMM INC | $317.52万 | 1.20% | 57,034 | 23,241 | 68.8% | $129.39万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $306.23万 | 1.15% | 8,533 | -557 | -6.1% | -$19.99万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $301.56万 | 1.14% | 10,381 | -1,594 | -13.3% | -$46.30万 | 减仓 |
| RPM | RPM INTL INC | $268.56万 | 1.01% | 27,018 | 657 | 2.5% | $6.53万 | 加仓 |
| ETN | EATON CORP PLC | $265.78万 | 1.00% | 7,431 | 7,431 | — | $265.78万 | 新建仓 |
| ROL | ROLLINS INC | $255.74万 | 0.96% | 47,883 | -708 | -1.5% | -$3.78万 | 减仓 |
| CPRT | COPART INC | $252.06万 | 0.95% | 75,922 | 3,675 | 5.1% | $12.20万 | 加仓 |
| YUM | YUM BRANDS INC | $248.57万 | 0.94% | 15,987 | 31 | 0.2% | $4,820 | 加仓 |
| ULTA | ULTA BEAUTY INC | $241.44万 | 0.91% | 4,619 | -2,735 | -37.2% | -$142.96万 | 减仓 |
| ICLR | ICON PLC | $235.55万 | 0.89% | 21,285 | 4,631 | 27.8% | $51.25万 | 加仓 |
| AME | AMETEK INC | $235.20万 | 0.89% | 10,972 | -7,067 | -39.2% | -$151.49万 | 减仓 |
| DINO | HF SINCLAIR CORP | $231.65万 | 0.87% | 37,129 | -8,847 | -19.2% | -$55.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $218.16万 | 0.82% | 3,355 | 378 | 12.7% | $24.58万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $217.93万 | 0.82% | 48,108 | 1,941 | 4.2% | $8.79万 | 加仓 |
| ZTS | ZOETIS INC | $207.48万 | 0.78% | 17,552 | 17,552 | — | $207.48万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $205.96万 | 0.78% | 90,932 | 90,932 | — | $205.96万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $191.72万 | 0.72% | 14,403 | 11,411 | 381.4% | $151.89万 | 加仓 |
| IGSB | ISHARES TR | $178.78万 | 0.67% | 34,015 | 127 | 0.4% | $6,675 | 加仓 |
| ORCL | ORACLE CORP | $171.85万 | 0.65% | 11,682 | -674 | -5.5% | -$9.92万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $163.43万 | 0.62% | 7,854 | -277 | -3.4% | -$5.76万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $136.66万 | 0.52% | 2,735 | -200 | -6.8% | -$9.99万 | 减仓 |
| BAC | BANK AMERICA CORP | $132.67万 | 0.50% | 27,214 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $124.54万 | 0.47% | 1,354 | -130 | -8.8% | -$11.96万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $124.40万 | 0.47% | 9,581 | -1,500 | -13.5% | -$19.48万 | 减仓 |
| — | EXXON MOBIL CORP | $123.68万 | 0.47% | 7,290 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $122.82万 | 0.46% | 6,649 | -22 | -0.3% | -$4,064 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $118.95万 | 0.45% | 23,695 | 23,695 | — | $118.95万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $116.98万 | 0.44% | 1,174 | -105 | -8.2% | -$10.46万 | 减仓 |
| EVR | EVERCORE INC | $106.12万 | 0.40% | 3,555 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $105.62万 | 0.40% | 13,888 | -50 | -0.4% | -$3,802 | 减仓 |
| CSX | CSX CORP | $105.37万 | 0.40% | 25,668 | -3,675 | -12.5% | -$15.09万 | 减仓 |
| CME | CME GROUP INC | $103.49万 | 0.39% | 3,504 | -23 | -0.7% | -$6,793 | 减仓 |
| IWR | ISHARES TR | $88.63万 | 0.33% | 9,116 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $87.53万 | 0.33% | 2,561 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $81.35万 | 0.31% | 1,346 | -105 | -7.2% | -$6.35万 | 减仓 |
| EMR | EMERSON ELEC CO | $81.09万 | 0.31% | 6,189 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $78.92万 | 0.30% | 5,464 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $77.29万 | 0.29% | 4,840 | -825 | -14.6% | -$13.18万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $71.62万 | 0.27% | 4,555 | -250 | -5.2% | -$3.93万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $68.29万 | 0.26% | 1,143 | -28 | -2.4% | -$1.67万 | 减仓 |
| CAT | CATERPILLAR INC | $67.73万 | 0.26% | 956 | -208 | -17.9% | -$14.74万 | 减仓 |
| FIVE | FIVE BELOW INC | $63.29万 | 0.24% | 2,770 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $60.33万 | 0.23% | 3,480 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $59.71万 | 0.23% | 3,765 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $59.66万 | 0.22% | 7,689 | -45 | -0.6% | -$3,492 | 减仓 |
| IWM | ISHARES TR | $59.42万 | 0.22% | 2,396 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $58.87万 | 0.22% | 2,023 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $58.76万 | 0.22% | 2,750 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $58.74万 | 0.22% | 8,902 | -481 | -5.1% | -$3.17万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $58.48万 | 0.22% | 3,599 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $57.12万 | 0.22% | 3,455 | -60 | -1.7% | -$9,920 | 减仓 |
| SHY | ISHARES TR | $55.31万 | 0.21% | 6,699 | 20 | 0.3% | $1,651 | 加仓 |
| SLQD | ISHARES TR | $54.63万 | 0.21% | 10,820 | 1,217 | 12.7% | $6.14万 | 加仓 |
| IXN | ISHARES TR | $54.28万 | 0.20% | 5,430 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $52.90万 | 0.20% | 6,249 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $52.71万 | 0.20% | 9,752 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $51.68万 | 0.19% | 1,201 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $49.23万 | 0.19% | 4,150 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $47.65万 | 0.18% | 2,470 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $47.14万 | 0.18% | 2,650 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $46.49万 | 0.18% | 5,635 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $45.82万 | 0.17% | 265 | 2 | 0.8% | $3,458 | 加仓 |
| DORM | DORMAN PRODS INC | $44.27万 | 0.17% | 4,242 | -65 | -1.5% | -$6,783 | 减仓 |
| WDFC | WD 40 CO | $43.57万 | 0.16% | 2,136 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $41.69万 | 0.16% | 742 | 75 | 11.2% | $4.21万 | 加仓 |
| QCOM | QUALCOMM INC | $41.48万 | 0.16% | 3,221 | -187 | -5.5% | -$2.41万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $41.34万 | 0.16% | 1,168 | -8,243 | -87.6% | -$291.73万 | 减仓 |