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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | $105.52万 | 0.07% | 33,005 | 89 | 0.3% | $2,845 | 加仓 |
| MLI | MUELLER INDS INC | $99.07万 | 0.06% | 8,059 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $97.33万 | 0.06% | 8,286 | 981 | 13.4% | $11.52万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $97.25万 | 0.06% | 26,456 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $93.78万 | 0.06% | 3,284 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $91.00万 | 0.06% | 4,796 | 70 | 1.5% | $1.33万 | 加仓 |
| MRK | MERCK & CO INC | $90.39万 | 0.06% | 7,034 | 656 | 10.3% | $8.43万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $86.99万 | 0.06% | 28,804 | 2,921 | 11.3% | $8.82万 | 加仓 |
| ESGE | ISHARES INC | $85.46万 | 0.05% | 15,626 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $84.20万 | 0.05% | 44,040 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $82.75万 | 0.05% | 19,452 | 850 | 4.6% | $3.62万 | 加仓 |
| MPLX | MPLX LP | $82.64万 | 0.05% | 14,670 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $81.30万 | 0.05% | 8,447 | -753 | -8.2% | -$7.25万 | 减仓 |
| VFH | VANGUARD WORLD FD | $81.20万 | 0.05% | 6,170 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $79.89万 | 0.05% | 2,323 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $79.71万 | 0.05% | 31,897 | 324 | 1.0% | $8,097 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $79.49万 | 0.05% | 3,943 | -27 | -0.7% | -$5,443 | 减仓 |
| MPC | MARATHON PETE CORP | $79.13万 | 0.05% | 3,095 | -9 | -0.3% | -$2,301 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $78.29万 | 0.05% | 4,361 | -6 | -0.1% | -$1,077 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $78.26万 | 0.05% | 10,346 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $78.22万 | 0.05% | 3,815 | 77 | 2.1% | $1.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $72.14万 | 0.05% | 625 | 18 | 3.0% | $2.08万 | 加仓 |
| OMC | OMNICOM GROUP INC | $69.28万 | 0.04% | 9,513 | -102 | -1.1% | -$7,429 | 减仓 |
| DTM | DT MIDSTREAM INC | $68.97万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $68.42万 | 0.04% | 6,339 | 165 | 2.7% | $1.78万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $67.02万 | 0.04% | 1,237 | 5 | 0.4% | $2,709 | 加仓 |
| TXN | TEXAS INSTRS INC | $65.72万 | 0.04% | 2,205 | 243 | 12.4% | $7.24万 | 加仓 |
| FISV | FISERV INC | $65.13万 | 0.04% | 13,278 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $65.12万 | 0.04% | 5,728 | 17 | 0.3% | $1,933 | 加仓 |
| FAST | FASTENAL CO | $63.61万 | 0.04% | 13,243 | -10 | -0.1% | -$480 | 减仓 |
| EVR | EVERCORE INC | $63.41万 | 0.04% | 1,857 | 3 | 0.2% | $1,024 | 加仓 |
| WFC | WELLS FARGO & CO | $62.67万 | 0.04% | 7,584 | 63 | 0.8% | $5,206 | 加仓 |
| UNP | UNION PAC CORP | $61.34万 | 0.04% | 2,255 | 145 | 6.9% | $3.94万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $60.90万 | 0.04% | 2,205 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $59.46万 | 0.04% | 1,650 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $59.41万 | 0.04% | 1,498 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $57.38万 | 0.04% | 10,070 | 2,039 | 25.4% | $11.62万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $56.34万 | 0.04% | 3,457 | -28 | -0.8% | -$4,563 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $56.34万 | 0.04% | 6,209 | 6 | 0.1% | $544 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $56.05万 | 0.04% | 4,504 | 243 | 5.7% | $3.02万 | 加仓 |
| WMB | WILLIAMS COS INC | $55.09万 | 0.04% | 7,411 | 7 | 0.1% | $520 | 加仓 |
| VO | VANGUARD INDEX FDS | $54.94万 | 0.04% | 6,819 | 19 | 0.3% | $1,531 | 加仓 |
| IX | ORIX CORP | $54.53万 | 0.04% | 14,335 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $54.51万 | 0.03% | 7,255 | 1,155 | 18.9% | $8.68万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $53.66万 | 0.03% | 16,130 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $52.86万 | 0.03% | 4,934 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $52.24万 | 0.03% | 1,242 | 667 | 116.0% | $28.05万 | 加仓 |
| PEP | PEPSICO INC | $52.24万 | 0.03% | 3,858 | -13 | -0.3% | -$1,760 | 减仓 |
| SSD | SIMPSON MFG INC | $51.81万 | 0.03% | 2,475 | -110 | -4.3% | -$2.30万 | 减仓 |
| KNTK | KINETIK HOLDINGS INC | $51.49万 | 0.03% | 10,651 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $51.06万 | 0.03% | 6,566 | 54 | 0.8% | $4,199 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.31万 | 0.03% | 866 | 866 | — | $50.31万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.07万 | 0.03% | 8,689 | 343 | 4.1% | $1.98万 | 加仓 |
| QCOM | QUALCOMM INC | $49.13万 | 0.03% | 2,659 | 291 | 12.3% | $5.38万 | 加仓 |
| TFC | TRUIST FINL CORP | $48.54万 | 0.03% | 9,744 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $48.53万 | 0.03% | 24,400 | -564 | -2.3% | -$1.12万 | 减仓 |
| DGRW | WISDOMTREE TR | $47.68万 | 0.03% | 4,986 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $47.33万 | 0.03% | 2,496 | -6 | -0.2% | -$1,138 | 减仓 |
| SHEL | SHELL PLC | $47.15万 | 0.03% | 6,081 | -33 | -0.5% | -$2,559 | 减仓 |
| TIP | ISHARES TR | $46.75万 | 0.03% | 4,272 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $45.76万 | 0.03% | 15,490 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $45.75万 | 0.03% | 5,206 | 29 | 0.6% | $2,549 | 加仓 |
| WELL | WELLTOWER INC | $45.47万 | 0.03% | 2,003 | 33 | 1.7% | $7,491 | 加仓 |
| MCD | MCDONALDS CORP | $45.23万 | 0.03% | 1,673 | 120 | 7.7% | $3.24万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.82万 | 0.03% | 4,939 | 539 | 12.2% | $4.89万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $44.55万 | 0.03% | 2,808 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $43.99万 | 0.03% | 1,405 | 122 | 9.5% | $3.82万 | 加仓 |
| BCS | BARCLAYS PLC | $43.99万 | 0.03% | 16,378 | -21 | -0.1% | -$564 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $43.98万 | 0.03% | 10,050 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $43.85万 | 0.03% | 19,700 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $43.12万 | 0.03% | 1,804 | 17 | 1.0% | $4,063 | 加仓 |
| INTU | INTUIT | $42.96万 | 0.03% | 1,646 | -97 | -5.6% | -$2.53万 | 减仓 |
| ING | ING GROEP N.V. | $42.33万 | 0.03% | 13,488 | 18 | 0.1% | $565 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $41.56万 | 0.03% | 14,351 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $40.88万 | 0.03% | 1,129 | 448 | 65.8% | $16.22万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $40.82万 | 0.03% | 1,205 | -33 | -2.7% | -$1.12万 | 减仓 |
| NWG | NATWEST GROUP PLC | $39.35万 | 0.03% | 22,321 | 33 | 0.1% | $582 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $39.35万 | 0.03% | 5,427 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $38.75万 | 0.02% | 4,651 | 1,732 | 59.3% | $14.43万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $37.79万 | 0.02% | 11,791 | -171 | -1.4% | -$5,481 | 减仓 |
| OKE | ONEOK INC NEW | $37.57万 | 0.02% | 4,321 | 13 | 0.3% | $1,130 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $36.58万 | 0.02% | 2,754 | 4 | 0.1% | $531 | 加仓 |
| MTN | VAIL RESORTS INC | $34.94万 | 0.02% | 2,566 | 4 | 0.2% | $545 | 加仓 |
| SO | SOUTHERN CO | $34.89万 | 0.02% | 3,645 | 3,645 | — | $34.89万 | 新建仓 |
| CCJ | CAMECO CORP | $33.82万 | 0.02% | 3,320 | 1,395 | 72.5% | $14.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $33.74万 | 0.02% | 3,139 | 235 | 8.1% | $2.53万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $33.60万 | 0.02% | 745 | -22 | -2.9% | -$9,922 | 减仓 |
| SONY | SONY GROUP CORP | $33.53万 | 0.02% | 16,716 | -1,730 | -9.4% | -$3.47万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $33.47万 | 0.02% | 632 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $33.19万 | 0.02% | 779 | 9 | 1.2% | $3,835 | 加仓 |
| SPGI | S&P GLOBAL INC | $32.30万 | 0.02% | 793 | 49 | 6.6% | $2.00万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $32.19万 | 0.02% | 7,135 | 7,135 | — | $32.19万 | 新建仓 |
| KMX | CARMAX INC | $31.81万 | 0.02% | 6,015 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $31.52万 | 0.02% | 4,205 | -515 | -10.9% | -$3.86万 | 减仓 |
| NTR | NUTRIEN LTD | $31.51万 | 0.02% | 5,005 | 29 | 0.6% | $1,826 | 加仓 |
| C | CITIGROUP INC | $31.39万 | 0.02% | 2,243 | 2,243 | — | $31.39万 | 新建仓 |
| RBC | RBC BEARINGS INC | $31.11万 | 0.02% | 483 | 3 | 0.6% | $1,932 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $31.05万 | 0.02% | 887 | -20 | -2.2% | -$7,001 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $31.03万 | 0.02% | 3,200 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $31.00万 | 0.02% | 11,392 | 54 | 0.5% | $1,469 | 加仓 |