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 |
|---|---|---|---|---|---|---|---|---|
| FIS | FIDELITY NATL INFORMATION SV | $27.14万 | 0.02% | 5,785 | 493 | 9.3% | $2.31万 | 加仓 |
| SEIC | SEI INVTS CO | $26.74万 | 0.02% | 3,408 | 99 | 3.0% | $7,769 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $26.68万 | 0.02% | 3,728 | -886 | -19.2% | -$6.34万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $26.20万 | 0.02% | 6,740 | -4,300 | -38.9% | -$16.71万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.12万 | 0.02% | 602 | 8 | 1.3% | $3,472 | 加仓 |
| RBC | RBC BEARINGS INC | $26.07万 | 0.02% | 480 | -110 | -18.6% | -$5.97万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $26.04万 | 0.02% | 4,000 | 4,000 | — | $26.04万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $25.91万 | 0.02% | 11,362 | 11,362 | — | $25.91万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $25.71万 | 0.02% | 1,276 | -5 | -0.4% | -$1,008 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $25.52万 | 0.02% | 907 | -190 | -17.3% | -$5.35万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $25.39万 | 0.02% | 3,200 | 448 | 16.3% | $3.55万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $25.38万 | 0.02% | 2,325 | 2,325 | — | $25.38万 | 新建仓 |
| KMX | CARMAX INC | $25.01万 | 0.02% | 6,015 | -19 | -0.3% | -$790 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $24.99万 | 0.02% | 3,177 | -1,245 | -28.2% | -$9.79万 | 减仓 |
| FIVE | FIVE BELOW INC | $24.93万 | 0.02% | 1,091 | -91 | -7.7% | -$2.08万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $24.23万 | 0.02% | 2,956 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $24.21万 | 0.02% | 243 | 243 | — | $24.21万 | 新建仓 |
| BCPC | BALCHEM CORP | $24.15万 | 0.02% | 1,425 | 1,425 | — | $24.15万 | 新建仓 |
| MDT | MEDTRONIC PLC | $24.13万 | 0.02% | 2,785 | -161 | -5.5% | -$1.40万 | 减仓 |
| AMGN | AMGEN INC | $23.96万 | 0.02% | 681 | 30 | 4.6% | $1.06万 | 加仓 |
| AOS | SMITH A O CORP | $23.87万 | 0.02% | 3,620 | -11 | -0.3% | -$725 | 减仓 |
| ALC | ALCON AG | $23.86万 | 0.02% | 3,166 | 220 | 7.5% | $1.66万 | 加仓 |
| KAI | KADANT INC | $23.77万 | 0.02% | 813 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $23.68万 | 0.02% | 660 | 660 | — | $23.68万 | 新建仓 |
| HDB | HDFC BANK LTD | $23.35万 | 0.02% | 9,385 | -141 | -1.5% | -$3,508 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $22.88万 | 0.02% | 2,205 | -2,615 | -54.3% | -$27.13万 | 减仓 |
| DGII | DIGI INTL INC | $22.75万 | 0.02% | 4,720 | 4,720 | — | $22.75万 | 新建仓 |
| NVS | NOVARTIS AG | $22.55万 | 0.02% | 1,476 | 1,476 | — | $22.55万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.43万 | 0.02% | 1,231 | 1,231 | — | $22.43万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $22.13万 | 0.02% | 128 | -10 | -7.2% | -$1.73万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $21.84万 | 0.02% | 5,169 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $21.65万 | 0.02% | 1,558 | 435 | 38.7% | $6.04万 | 重新持有 |
| TSLA | TESLA INC | $21.38万 | 0.02% | 575 | -536 | -48.2% | -$19.93万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $21.23万 | 0.02% | 2,919 | 2,919 | — | $21.23万 | 新建仓 |
| CCJ | CAMECO CORP | $20.91万 | 0.02% | 1,925 | 1,925 | — | $20.91万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $20.57万 | 0.02% | 732 | 732 | — | $20.57万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $20.51万 | 0.01% | 607 | 607 | — | $20.51万 | 新建仓 |
| SYY | SYSCO CORP | $20.29万 | 0.01% | 2,845 | 12 | 0.4% | $856 | 加仓 |
| — | GLADSTONE INVT CORP | $16.05万 | 0.01% | 11,300 | 192 | 1.7% | $2,726 | 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 |
| UMC | UNITED MICROELECTRONICS CORP | $10.18万 | 0.01% | 11,338 | 110 | 1.0% | $988 | 加仓 |
| WIT | WIPRO LTD | $7.60万 | 0.01% | 35,835 | 6,067 | 20.4% | $1.29万 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $7.33万 | 0.01% | 12,217 | -8,090 | -39.8% | -$4.85万 | 减仓 |
| — | 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 |