Hardy Reed LLC
TUPELO MS · SEC CIK 0001761871
$13.71亿2026Q1 申报市值
243持仓数
66.1%前十大占比 · 第一大 18.0%
18 / 10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
HBAN 新建仓+$811.89万
BNDX 加仓+$301.27万
VTI 加仓+$229.89万
FCX 新建仓+$173.20万
DIMENSIONAL ETF 加仓+$150.32万
2026Q1 卖出最多 按季末市值估算
CADENCE BANK 清仓-$879.84万
GEV 减仓-$228.79万
VOO 减仓-$207.23万
ICE 清仓-$167.18万
IXUS 减仓-$88.93万
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 |
|---|---|---|---|---|---|---|---|---|
| WES | WESTERN MIDSTREAM PARTNERS L | $41.38万 | 0.03% | 10,050 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $42.35万 | 0.03% | 2,381 | 209 | 9.6% | $3.72万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $42.36万 | 0.03% | 24,964 | 2,011 | 8.8% | $3.41万 | 加仓 |
| IX | ORIX CORP | $42.99万 | 0.03% | 14,335 | -46 | -0.3% | -$1,380 | 减仓 |
| DGRW | WISDOMTREE TR | $43.80万 | 0.03% | 4,986 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $43.99万 | 0.03% | 19,700 | -11,850 | -37.6% | -$26.46万 | 减仓 |
| SSD | SIMPSON MFG INC | $44.36万 | 0.03% | 2,585 | -260 | -9.1% | -$4.46万 | 减仓 |
| TFC | TRUIST FINL CORP | $44.79万 | 0.03% | 9,744 | -293 | -2.9% | -$1.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $45.17万 | 0.03% | 4,400 | 186 | 4.4% | $1.91万 | 加仓 |
| FDX | FEDEX CORP | $45.70万 | 0.03% | 1,283 | 5 | 0.4% | $1,781 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $46.88万 | 0.03% | 2,856 | 133 | 4.9% | $2.18万 | 加仓 |
| TIP | ISHARES TR | $47.15万 | 0.03% | 4,272 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $48.27万 | 0.04% | 1,553 | 49 | 3.3% | $1.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $48.82万 | 0.04% | 1,700 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $49.34万 | 0.04% | 2,502 | 2,502 | — | $49.34万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $49.40万 | 0.04% | 6,000 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $49.92万 | 0.04% | 3,485 | -28 | -0.8% | -$4,010 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $50.53万 | 0.04% | 7,644 | 26 | 0.3% | $1,719 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.62万 | 0.04% | 8,346 | 269 | 3.3% | $1.63万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $50.71万 | 0.04% | 1,787 | -407 | -18.6% | -$11.55万 | 减仓 |
| UNP | UNION PAC CORP | $51.19万 | 0.04% | 2,110 | 87 | 4.3% | $2.11万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $51.48万 | 0.04% | 5,711 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $51.52万 | 0.04% | 1,650 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $51.56万 | 0.04% | 10,651 | 200 | 1.9% | $9,682 | 加仓 |
| VCR | VANGUARD WORLD FD | $53.78万 | 0.04% | 1,498 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $53.89万 | 0.04% | 7,404 | 1,583 | 27.2% | $11.52万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $54.70万 | 0.04% | 4,934 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $55.34万 | 0.04% | 1,854 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $56.26万 | 0.04% | 5,010 | 166 | 3.4% | $1.86万 | 加仓 |
| CSCO | CISCO SYS INC | $56.68万 | 0.04% | 7,305 | -38 | -0.5% | -$2,948 | 减仓 |
| SHEL | SHELL PLC | $56.86万 | 0.04% | 6,114 | -71 | -1.1% | -$6,603 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $57.12万 | 0.04% | 6,203 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $59.25万 | 0.04% | 6,512 | 305 | 4.9% | $2.77万 | 加仓 |
| WFC | WELLS FARGO & CO | $59.87万 | 0.04% | 7,521 | -591 | -7.3% | -$4.70万 | 减仓 |
| PEP | PEPSICO INC | $60.11万 | 0.04% | 3,871 | -102 | -2.6% | -$1.58万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $60.31万 | 0.04% | 6,174 | -261 | -4.1% | -$2.55万 | 减仓 |
| FAST | FASTENAL CO | $61.49万 | 0.04% | 13,253 | 84 | 0.6% | $3,898 | 加仓 |
| DTM | DT MIDSTREAM INC | $63.29万 | 0.05% | 4,700 | 1,230 | 35.4% | $16.56万 | 加仓 |
| RNST | RENASANT CORP | $67.21万 | 0.05% | 18,602 | 16 | 0.1% | $578 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $67.61万 | 0.05% | 25,883 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $68.32万 | 0.05% | 3,284 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $69.42万 | 0.05% | 2,323 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $71.05万 | 0.05% | 15,626 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $71.81万 | 0.05% | 2,654 | 98 | 3.8% | $2.65万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $72.32万 | 0.05% | 10,346 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $72.41万 | 0.05% | 9,615 | -12 | -0.1% | -$904 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $73.06万 | 0.05% | 1,232 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $74.09万 | 0.05% | 13,278 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $74.54万 | 0.05% | 6,170 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $75.36万 | 0.05% | 1,743 | 819 | 88.6% | $35.41万 | 加仓 |
| MPC | MARATHON PETE CORP | $75.79万 | 0.06% | 3,104 | -149 | -4.6% | -$3.64万 | 减仓 |
| MRK | MERCK & CO INC | $76.72万 | 0.06% | 6,378 | -107 | -1.6% | -$1.29万 | 减仓 |
| SUSB | ISHARES TR | $79.14万 | 0.06% | 31,573 | 3,030 | 10.6% | $7.59万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.00万 | 0.06% | 21,762 | 10,025 | 85.4% | $36.85万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $82.86万 | 0.06% | 4,367 | -15 | -0.3% | -$2,846 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $82.98万 | 0.06% | 3,970 | -190 | -4.6% | -$3.97万 | 减仓 |
| MPLX | MPLX LP | $83.72万 | 0.06% | 14,670 | -600 | -3.9% | -$3.42万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $84.49万 | 0.06% | 4,261 | -209 | -4.7% | -$4.14万 | 减仓 |
| ET | ENERGY TRANSFER L P | $85.00万 | 0.06% | 44,040 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $87.44万 | 0.06% | 662 | 12 | 1.8% | $1.58万 | 加仓 |
| DIS | DISNEY WALT CO | $88.67万 | 0.06% | 9,200 | -498 | -5.1% | -$4.80万 | 减仓 |
| MLI | MUELLER INDS INC | $89.29万 | 0.07% | 8,059 | -844 | -9.5% | -$9.35万 | 减仓 |
| ADBE | ADOBE INC | $90.86万 | 0.07% | 3,738 | 18 | 0.5% | $4,375 | 加仓 |
| RTX | RTX CORPORATION | $91.17万 | 0.07% | 4,726 | 20 | 0.4% | $3,858 | 加仓 |
| NTES | NETEASE COM INC | $95.63万 | 0.07% | 8,543 | 61 | 0.7% | $6,828 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $100.11万 | 0.07% | 26,456 | 2,300 | 9.5% | $8.70万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $108.14万 | 0.08% | 1,208 | -291 | -19.4% | -$26.05万 | 减仓 |
| TRGP | TARGA RES CORP | $108.34万 | 0.08% | 4,321 | 41 | 1.0% | $1.03万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $110.37万 | 0.08% | 32,916 | 1,524 | 4.9% | $5.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $114.61万 | 0.08% | 8,624 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $117.82万 | 0.09% | 1,281 | -5 | -0.4% | -$4,599 | 减仓 |
| ESML | ISHARES TR | $121.62万 | 0.09% | 25,866 | 1,992 | 8.3% | $9.37万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $125.86万 | 0.09% | 13,392 | 302 | 2.3% | $2.84万 | 加仓 |
| TMUS | T-MOBILE US INC | $126.04万 | 0.09% | 6,001 | 981 | 19.5% | $20.60万 | 加仓 |
| SNPS | SYNOPSYS INC | $130.76万 | 0.10% | 3,298 | -11 | -0.3% | -$4,361 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $138.95万 | 0.10% | 15,053 | 24 | 0.2% | $2,215 | 加仓 |
| GE | GE AEROSPACE | $139.22万 | 0.10% | 4,906 | -191 | -3.7% | -$5.42万 | 减仓 |
| TJX | TJX COS INC NEW | $139.42万 | 0.10% | 8,730 | 88 | 1.0% | $1.41万 | 加仓 |
| EFG | ISHARES TR | $139.44万 | 0.10% | 12,520 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $145.65万 | 0.11% | 20,305 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $156.08万 | 0.11% | 7,305 | 23 | 0.3% | $4,914 | 加仓 |
| DHR | DANAHER CORP DEL | $157.42万 | 0.11% | 8,303 | 74 | 0.9% | $1.40万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $161.55万 | 0.12% | 7,436 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $161.90万 | 0.12% | 8,167 | 9 | 0.1% | $1,784 | 加仓 |
| BA | BOEING CO | $162.65万 | 0.12% | 8,172 | 3,986 | 95.2% | $79.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $164.29万 | 0.12% | 1,942 | 22 | 1.1% | $1.86万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $168.67万 | 0.12% | 10,521 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $171.15万 | 0.12% | 2,775 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $171.39万 | 0.13% | 13,791 | 680 | 5.2% | $8.45万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $172.20万 | 0.13% | 409 | -2 | -0.5% | -$8,421 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $173.20万 | 0.13% | 29,466 | 29,466 | — | $173.20万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $178.60万 | 0.13% | 10,802 | 276 | 2.6% | $4.56万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $185.56万 | 0.14% | 23,666 | -993 | -4.0% | -$7.79万 | 减仓 |
| LIN | LINDE PLC | $187.74万 | 0.14% | 3,787 | 39 | 1.0% | $1.93万 | 加仓 |
| ACWX | ISHARES TR | $190.74万 | 0.14% | 27,858 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $191.93万 | 0.14% | 6,674 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $197.94万 | 0.14% | 4,027 | -1,069 | -21.0% | -$52.54万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $209.69万 | 0.15% | 29,152 | 7,543 | 34.9% | $54.26万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $210.71万 | 0.15% | 32,882 | -1,788 | -5.2% | -$11.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $213.52万 | 0.16% | 6,318 | 163 | 2.6% | $5.51万 | 加仓 |