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 |
|---|---|---|---|---|---|---|---|---|
| — | CADENCE BANK | $0 | 0.00% | 0 | -205,378 | -100.0% | -$879.84万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -10,322 | -100.0% | -$167.18万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -1,335 | -100.0% | -$46.80万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,900 | -100.0% | -$34.94万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,087 | -100.0% | -$26.40万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -447 | -100.0% | -$25.32万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -2,413 | -100.0% | -$24.77万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -3,543 | -100.0% | -$24.61万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -2,543 | -100.0% | -$21.93万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BL | BLACKLINE INC | $0 | 0.00% | 0 | -3,715 | -100.0% | -$20.54万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.33万 | 0.01% | 12,217 | -8,090 | -39.8% | -$4.85万 | 减仓 |
| WIT | WIPRO LTD | $7.60万 | 0.01% | 35,835 | 6,067 | 20.4% | $1.29万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $10.18万 | 0.01% | 11,338 | 110 | 1.0% | $988 | 加仓 |
| STVN | STEVANATO GROUP S P A | $14.66万 | 0.01% | 10,660 | 2,700 | 33.9% | $3.71万 | 重新持有 |
| — | GLADSTONE INVT CORP | $16.05万 | 0.01% | 11,300 | 192 | 1.7% | $2,726 | 加仓 |
| SYY | SYSCO CORP | $20.29万 | 0.01% | 2,845 | 12 | 0.4% | $856 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $20.51万 | 0.01% | 607 | 607 | — | $20.51万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.57万 | 0.02% | 732 | 732 | — | $20.57万 | 新建仓 |
| CCJ | CAMECO CORP | $20.91万 | 0.02% | 1,925 | 1,925 | — | $20.91万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $21.23万 | 0.02% | 2,919 | 2,919 | — | $21.23万 | 新建仓 |
| TSLA | TESLA INC | $21.38万 | 0.02% | 575 | -536 | -48.2% | -$19.93万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $21.65万 | 0.02% | 1,558 | 435 | 38.7% | $6.04万 | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $21.84万 | 0.02% | 5,169 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $22.13万 | 0.02% | 128 | -10 | -7.2% | -$1.73万 | 减仓 |
| PSX | PHILLIPS 66 | $22.43万 | 0.02% | 1,231 | 1,231 | — | $22.43万 | 新建仓 |
| NVS | NOVARTIS AG | $22.55万 | 0.02% | 1,476 | 1,476 | — | $22.55万 | 新建仓 |
| DGII | DIGI INTL INC | $22.75万 | 0.02% | 4,720 | 4,720 | — | $22.75万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $22.88万 | 0.02% | 2,205 | -2,615 | -54.3% | -$27.13万 | 减仓 |
| HDB | HDFC BANK LTD | $23.35万 | 0.02% | 9,385 | -141 | -1.5% | -$3,508 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $23.68万 | 0.02% | 660 | 660 | — | $23.68万 | 新建仓 |
| KAI | KADANT INC | $23.77万 | 0.02% | 813 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $23.86万 | 0.02% | 3,166 | 220 | 7.5% | $1.66万 | 加仓 |
| AOS | SMITH A O CORP | $23.87万 | 0.02% | 3,620 | -11 | -0.3% | -$725 | 减仓 |
| AMGN | AMGEN INC | $23.96万 | 0.02% | 681 | 30 | 4.6% | $1.06万 | 加仓 |
| MDT | MEDTRONIC PLC | $24.13万 | 0.02% | 2,785 | -161 | -5.5% | -$1.40万 | 减仓 |
| BCPC | BALCHEM CORP | $24.15万 | 0.02% | 1,425 | 1,425 | — | $24.15万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.21万 | 0.02% | 243 | 243 | — | $24.21万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $24.23万 | 0.02% | 2,956 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $24.93万 | 0.02% | 1,091 | -91 | -7.7% | -$2.08万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.99万 | 0.02% | 3,177 | -1,245 | -28.2% | -$9.79万 | 减仓 |
| KMX | CARMAX INC | $25.01万 | 0.02% | 6,015 | -19 | -0.3% | -$790 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $25.38万 | 0.02% | 2,325 | 2,325 | — | $25.38万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $25.39万 | 0.02% | 3,200 | 448 | 16.3% | $3.55万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $25.52万 | 0.02% | 907 | -190 | -17.3% | -$5.35万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $25.71万 | 0.02% | 1,276 | -5 | -0.4% | -$1,008 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $25.91万 | 0.02% | 11,362 | 11,362 | — | $25.91万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $26.04万 | 0.02% | 4,000 | 4,000 | — | $26.04万 | 新建仓 |
| RBC | RBC BEARINGS INC | $26.07万 | 0.02% | 480 | -110 | -18.6% | -$5.97万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.12万 | 0.02% | 602 | 8 | 1.3% | $3,472 | 加仓 |
| HESM | HESS MIDSTREAM LP | $26.20万 | 0.02% | 6,740 | -4,300 | -38.9% | -$16.71万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $26.68万 | 0.02% | 3,728 | -886 | -19.2% | -$6.34万 | 减仓 |
| SEIC | SEI INVTS CO | $26.74万 | 0.02% | 3,408 | 99 | 3.0% | $7,769 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $27.14万 | 0.02% | 5,785 | 493 | 9.3% | $2.31万 | 加仓 |
| VEEV | VEEVA SYS INC | $27.33万 | 0.02% | 1,556 | 38 | 2.5% | $6,675 | 加仓 |
| ETN | EATON CORP PLC | $27.54万 | 0.02% | 770 | 29 | 3.9% | $1.04万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $27.56万 | 0.02% | 803 | -20 | -2.4% | -$6,864 | 减仓 |
| LOPE | GRAND CANYON ED INC | $27.71万 | 0.02% | 1,630 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.33万 | 0.02% | 9,772 | 1,548 | 18.8% | $4.49万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $28.46万 | 0.02% | 1,381 | 172 | 14.2% | $3.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $28.57万 | 0.02% | 2,904 | -20 | -0.7% | -$1,968 | 减仓 |
| FHI | FEDERATED HERMES INC | $28.84万 | 0.02% | 5,086 | -4 | -0.1% | -$227 | 减仓 |
| CPRT | COPART INC | $28.90万 | 0.02% | 8,705 | -5 | -0.1% | -$166 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $29.40万 | 0.02% | 2,343 | -136 | -5.5% | -$1.71万 | 减仓 |
| PFE | PFIZER INC | $29.91万 | 0.02% | 10,650 | 624 | 6.2% | $1.75万 | 加仓 |
| ZTS | ZOETIS INC | $30.14万 | 0.02% | 2,550 | 2,550 | — | $30.14万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $30.35万 | 0.02% | 632 | -4 | -0.6% | -$1,921 | 减仓 |
| QCOM | QUALCOMM INC | $30.49万 | 0.02% | 2,368 | -6,160 | -72.2% | -$79.31万 | 减仓 |
| KLAC | KLA CORP | $30.92万 | 0.02% | 210 | 6 | 2.9% | $8,834 | 加仓 |
| NKE | NIKE INC | $31.26万 | 0.02% | 5,919 | -182 | -3.0% | -$9,613 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $31.34万 | 0.02% | 2,750 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $31.65万 | 0.02% | 744 | -70 | -8.6% | -$2.98万 | 减仓 |
| CRH | CRH PLC | $32.06万 | 0.02% | 3,050 | 352 | 13.0% | $3.70万 | 加仓 |
| EOG | EOG RES INC | $32.54万 | 0.02% | 2,251 | 82 | 3.8% | $1.19万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $32.81万 | 0.02% | 11,962 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $32.88万 | 0.02% | 2,562 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $33.21万 | 0.02% | 22,288 | -21 | -0.1% | -$313 | 减仓 |
| BCS | BARCLAYS PLC | $34.70万 | 0.03% | 16,399 | 900 | 5.8% | $1.90万 | 加仓 |
| ING | ING GROEP N.V. | $35.09万 | 0.03% | 13,470 | 2,843 | 26.8% | $7.41万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $35.58万 | 0.03% | 6,100 | 6,100 | — | $35.58万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $35.75万 | 0.03% | 15,490 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $36.02万 | 0.03% | 14,351 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $36.20万 | 0.03% | 6,849 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $36.54万 | 0.03% | 1,238 | -78 | -5.9% | -$2.30万 | 减仓 |
| NTR | NUTRIEN LTD | $37.55万 | 0.03% | 4,976 | 13 | 0.3% | $981 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.09万 | 0.03% | 1,962 | 179 | 10.0% | $3.48万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $38.10万 | 0.03% | 16,130 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $38.18万 | 0.03% | 18,446 | 584 | 3.3% | $1.21万 | 加仓 |
| OKE | ONEOK INC NEW | $38.94万 | 0.03% | 4,308 | 602 | 16.2% | $5.44万 | 加仓 |
| WELL | WELLTOWER INC | $38.95万 | 0.03% | 1,970 | -30 | -1.5% | -$5,932 | 减仓 |
| BAC | BANK AMERICA CORP | $39.15万 | 0.03% | 8,031 | -1,037 | -11.4% | -$5.06万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $39.62万 | 0.03% | 5,177 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $40.09万 | 0.03% | 767 | -1 | -0.1% | -$523 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $40.11万 | 0.03% | 5,427 | 30 | 0.6% | $2,217 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.17万 | 0.03% | 2,808 | 0 | 0.0% | — | 不变 |