Hardy Reed LLC
TUPELO MS · SEC CIK 0001761871
$15.58亿2026Q2 申报市值
252持仓数
65.7%前十大占比 · 第一大 18.6%
22 / 19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
AZO 新建仓+$453.82万
VTI 加仓+$424.21万
BNDX 加仓+$396.72万
DIMENSIONAL ETF 加仓+$380.61万
LLY 加仓+$267.23万
2026Q2 卖出最多 按季末市值估算
CVX 清仓-$225.92万
TMO 清仓-$197.94万
VOO 减仓-$173.97万
TMUS 清仓-$126.04万
VYM 减仓-$98.07万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2.89亿 | 18.58% | 782,023 | 11,464 | 1.5% | $424.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.89亿 | 12.13% | 275,145 | -2,533 | -0.9% | -$173.97万 | 减仓 |
| IXUS | ISHARES TR | $1.51亿 | 9.71% | 1,585,303 | -508 | -0.0% | -$4.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.31亿 | 8.43% | 401,332 | 1,014 | 0.3% | $33.19万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,437.80万 | 4.78% | 1,535,784 | 81,916 | 5.6% | $396.72万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $5,533.53万 | 3.55% | 1,048,812 | -17,937 | -1.7% | -$94.64万 | 减仓 |
| AAPL | APPLE INC | $3,896.90万 | 2.50% | 134,673 | -158 | -0.1% | -$4.57万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,262.26万 | 2.09% | 381,595 | -1,811 | -0.5% | -$15.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,255.18万 | 2.09% | 397,070 | 46,427 | 13.2% | $380.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,806.60万 | 1.80% | 355,131 | 29,972 | 9.2% | $236.87万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,695.86万 | 1.73% | 36 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,310.66万 | 1.48% | 30,942 | -511 | -1.6% | -$38.16万 | 减仓 |
| GOOGL | ALPHABET INC | $2,031.29万 | 1.30% | 56,840 | 7 | 0.0% | $2,502 | 加仓 |
| IJR | ISHARES TR | $1,964.00万 | 1.26% | 132,425 | 48 | 0.0% | $7,119 | 加仓 |
| IVV | ISHARES TR | $1,817.19万 | 1.17% | 24,265 | -895 | -3.6% | -$67.03万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,760.80万 | 1.13% | 111,422 | -6,206 | -5.3% | -$98.07万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $1,733.19万 | 1.11% | 577,536 | -1,376 | -0.2% | -$4.13万 | 减仓 |
| IJH | ISHARES TR | $1,459.48万 | 0.94% | 189,272 | 55 | 0.0% | $4,241 | 加仓 |
| IWF | ISHARES TR | $1,372.53万 | 0.88% | 110,536 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1,215.18万 | 0.78% | 125,821 | 82 | 0.1% | $7,920 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,080.49万 | 0.69% | 54,000 | 136 | 0.3% | $2.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,041.83万 | 0.67% | 126,528 | 3,522 | 2.9% | $29.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,038.15万 | 0.67% | 27,831 | -79 | -0.3% | -$2.95万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $951.00万 | 0.61% | 536,380 | 17,598 | 3.4% | $31.20万 | 加仓 |
| AMZN | AMAZON COM INC | $950.07万 | 0.61% | 39,862 | 59 | 0.1% | $1.41万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $944.42万 | 0.61% | 43,336 | 55 | 0.1% | $1.20万 | 加仓 |
| ITOT | ISHARES TR | $919.55万 | 0.59% | 55,978 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $885.90万 | 0.57% | 25,073 | -1,573 | -5.9% | -$55.58万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $727.03万 | 0.47% | 140,652 | -151 | -0.1% | -$7,805 | 减仓 |
| IWD | ISHARES TR | $719.48万 | 0.46% | 29,678 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $680.53万 | 0.44% | 70,572 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $623.26万 | 0.40% | 5,305 | -32 | -0.6% | -$3.76万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $554.67万 | 0.36% | 72,316 | -328 | -0.5% | -$2.52万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $549.89万 | 0.35% | 92,125 | 52 | 0.1% | $3,104 | 加仓 |
| AVGO | BROADCOM INC | $542.11万 | 0.35% | 14,351 | -1,365 | -8.7% | -$51.56万 | 减仓 |
| AMAT | APPLIED MATLS INC | $533.43万 | 0.34% | 7,378 | -160 | -2.1% | -$11.57万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $524.47万 | 0.34% | 64,006 | 0 | 0.0% | — | 不变 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $504.45万 | 0.32% | 45,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $486.98万 | 0.31% | 6,613 | 8 | 0.1% | $5,891 | 加仓 |
| V | VISA INC | $480.74万 | 0.31% | 14,012 | -430 | -3.0% | -$14.75万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $474.50万 | 0.30% | 15,083 | 46 | 0.3% | $1.45万 | 加仓 |
| CAT | CATERPILLAR INC | $466.21万 | 0.30% | 4,378 | 122 | 2.9% | $12.99万 | 加仓 |
| AZO | AUTOZONE INC | $453.82万 | 0.29% | 1,420 | 1,420 | — | $453.82万 | 新建仓 |
| APH | AMPHENOL CORP | $434.93万 | 0.28% | 24,667 | -59 | -0.2% | -$1.04万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $426.08万 | 0.27% | 8,675 | -7 | -0.1% | -$3,438 | 减仓 |
| LLY | ELI LILLY & CO | $420.88万 | 0.27% | 3,509 | 2,228 | 173.9% | $267.23万 | 加仓 |
| HD | HOME DEPOT INC | $375.75万 | 0.24% | 10,654 | 461 | 4.5% | $16.26万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $359.40万 | 0.23% | 10,539 | 18 | 0.2% | $6,138 | 加仓 |
| — | EXXON MOBIL CORP | $347.81万 | 0.22% | 25,439 | 549 | 2.2% | $7.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $330.73万 | 0.21% | 13,023 | 370 | 2.9% | $9.40万 | 加仓 |
| IAGG | ISHARES TR | $320.87万 | 0.21% | 63,413 | 774 | 1.2% | $3.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $317.24万 | 0.20% | 7,321 | 16 | 0.2% | $6,933 | 加仓 |
| META | META PLATFORMS INC | $306.26万 | 0.20% | 5,437 | -407 | -7.0% | -$22.93万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $303.02万 | 0.19% | 6,345 | 27 | 0.4% | $1.29万 | 加仓 |
| IWN | ISHARES TR | $294.46万 | 0.19% | 13,312 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $283.77万 | 0.18% | 11,525 | -135 | -1.2% | -$3.32万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $281.90万 | 0.18% | 8,334 | -125 | -1.5% | -$4.23万 | 减仓 |
| MGC | VANGUARD WORLD FD | $257.21万 | 0.17% | 9,400 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $253.71万 | 0.16% | 35,159 | 6,007 | 20.6% | $43.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $252.85万 | 0.16% | 4,923 | -113 | -2.2% | -$5.80万 | 减仓 |
| ABBV | ABBVIE INC | $241.98万 | 0.16% | 9,616 | -296 | -3.0% | -$7.45万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $230.32万 | 0.15% | 32,326 | -556 | -1.7% | -$3.96万 | 减仓 |
| BLK | BLACKROCK INC | $229.43万 | 0.15% | 2,386 | 55 | 2.4% | $5.29万 | 加仓 |
| HON | HONEYWELL INTL INC | $227.44万 | 0.15% | 10,158 | -204 | -2.0% | -$4.57万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $221.19万 | 0.14% | 6,674 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $212.03万 | 0.14% | 27,858 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $208.11万 | 0.13% | 23,710 | 108 | 0.5% | $9,479 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $206.32万 | 0.13% | 2,040 | 98 | 5.0% | $9.91万 | 加仓 |
| LIN | LINDE PLC | $203.84万 | 0.13% | 3,928 | 141 | 3.7% | $7.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $195.18万 | 0.13% | 2,775 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $191.46万 | 0.12% | 10,583 | -219 | -2.0% | -$3.96万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $186.35万 | 0.12% | 29,631 | 165 | 0.6% | $1.04万 | 加仓 |
| PGR | PROGRESSIVE CORP | $186.34万 | 0.12% | 8,530 | 363 | 4.4% | $7.93万 | 加仓 |
| GE | GE AEROSPACE | $185.82万 | 0.12% | 4,972 | 66 | 1.3% | $2.47万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $185.50万 | 0.12% | 23,810 | 144 | 0.6% | $1.12万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $183.05万 | 0.12% | 10,270 | 45 | 0.4% | $8,021 | 加仓 |
| VBR | VANGUARD INDEX FDS | $180.69万 | 0.12% | 7,436 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $178.26万 | 0.11% | 8,235 | 63 | 0.8% | $1.36万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $167.19万 | 0.11% | 20,305 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $167.00万 | 0.11% | 5,010 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $164.30万 | 0.11% | 8,624 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $161.58万 | 0.10% | 8,483 | 180 | 2.2% | $3.43万 | 加仓 |
| EFG | ISHARES TR | $155.77万 | 0.10% | 12,520 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $148.50万 | 0.10% | 35,587 | 13,825 | 63.5% | $57.69万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $138.62万 | 0.09% | 4,140 | 4,140 | — | $138.62万 | 新建仓 |
| ESML | ISHARES TR | $137.08万 | 0.09% | 24,510 | -1,356 | -5.2% | -$7.58万 | 减仓 |
| SNPS | SYNOPSYS INC | $135.96万 | 0.09% | 3,048 | -250 | -7.6% | -$11.15万 | 减仓 |
| ASML | ASML HLDG NV | $132.30万 | 0.08% | 665 | 3 | 0.5% | $5,968 | 加仓 |
| FTI | TECHNIPFMC PLC | $131.48万 | 0.08% | 19,831 | 19,831 | — | $131.48万 | 新建仓 |
| TJX | TJX COS INC NEW | $130.32万 | 0.08% | 8,602 | -128 | -1.5% | -$1.94万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $128.76万 | 0.08% | 13,982 | -1,071 | -7.1% | -$9.86万 | 减仓 |
| WMT | WALMART INC | $127.92万 | 0.08% | 11,294 | -2,497 | -18.1% | -$28.28万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $124.82万 | 0.08% | 2,893 | 37 | 1.3% | $1.60万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $122.77万 | 0.08% | 13,305 | -87 | -0.6% | -$8,027 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $117.18万 | 0.08% | 1,198 | -10 | -0.8% | -$9,781 | 减仓 |
| TRGP | TARGA RES CORP | $115.94万 | 0.07% | 4,324 | 3 | 0.1% | $804 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $115.14万 | 0.07% | 5,208 | 5,208 | — | $115.14万 | 新建仓 |
| NTES | NETEASE COM INC | $113.53万 | 0.07% | 8,860 | 317 | 3.7% | $4.06万 | 加仓 |
| NFLX | NETFLIX INC. | $109.53万 | 0.07% | 15,341 | 15,341 | — | $109.53万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $108.06万 | 0.07% | 2,600 | -54 | -2.0% | -$2.24万 | 减仓 |