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 |
|---|---|---|---|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | $30.05万 | 0.02% | 4,017 | 17 | 0.4% | $1,272 | 加仓 |
| SEIC | SEI INVTS CO | $29.89万 | 0.02% | 3,408 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $29.63万 | 0.02% | 5,570 | -1,279 | -18.7% | -$6.80万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $29.54万 | 0.02% | 5,503 | -2,141 | -28.0% | -$11.49万 | 减仓 |
| EOG | EOG RES INC | $29.32万 | 0.02% | 2,260 | 9 | 0.4% | $1,168 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $28.74万 | 0.02% | 450 | 450 | — | $28.74万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $28.15万 | 0.02% | 5,098 | 12 | 0.2% | $663 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $27.98万 | 0.02% | 4,041 | 313 | 8.4% | $2.17万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $27.81万 | 0.02% | 785 | -18 | -2.2% | -$6,376 | 减仓 |
| VEEV | VEEVA SYS INC | $27.45万 | 0.02% | 1,547 | -9 | -0.6% | -$1,597 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $27.31万 | 0.02% | 3,152 | -25 | -0.8% | -$2,166 | 减仓 |
| SAN | BANCO SANTANDER SA | $27.24万 | 0.02% | 19,737 | 19,737 | — | $27.24万 | 新建仓 |
| NKE | NIKE INC | $27.20万 | 0.02% | 6,625 | 706 | 11.9% | $2.90万 | 加仓 |
| MRCY | MERCURY SYS INC | $26.00万 | 0.02% | 2,125 | 2,125 | — | $26.00万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $25.96万 | 0.02% | 11,409 | 47 | 0.4% | $1,069 | 加仓 |
| NOVT | NOVANTA INC | $25.68万 | 0.02% | 1,583 | 1,583 | — | $25.68万 | 新建仓 |
| KAI | KADANT INC | $25.61万 | 0.02% | 815 | 2 | 0.2% | $628 | 加仓 |
| HESM | HESS MIDSTREAM LP | $25.34万 | 0.02% | 6,740 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $25.21万 | 0.02% | 1,774 | 216 | 13.9% | $3.07万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $24.66万 | 0.02% | 2,570 | 245 | 10.5% | $2.35万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $24.57万 | 0.02% | 849 | 849 | — | $24.57万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $24.56万 | 0.02% | 2,956 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $24.53万 | 0.02% | 1,452 | 27 | 1.9% | $4,562 | 加仓 |
| CPRT | COPART INC | $24.19万 | 0.02% | 8,574 | -131 | -1.5% | -$3,696 | 减仓 |
| MDT | MEDTRONIC PLC | $24.17万 | 0.02% | 3,090 | 305 | 11.0% | $2.39万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $24.10万 | 0.02% | 10,166 | 10,166 | — | $24.10万 | 新建仓 |
| KLAC | KLA CORP | $23.90万 | 0.02% | 792 | -1,308 | -62.3% | -$39.46万 | 减仓 |
| RBA | RB GLOBAL INC | $23.83万 | 0.02% | 2,046 | 45 | 2.2% | $5,240 | 重新持有 |
| INTC | INTEL CORP | $23.72万 | 0.02% | 1,699 | 1,699 | — | $23.72万 | 新建仓 |
| SYY | SYSCO CORP | $23.56万 | 0.02% | 2,819 | -26 | -0.9% | -$2,173 | 减仓 |
| LOPE | GRAND CANYON ED INC | $23.33万 | 0.01% | 1,630 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.27万 | 0.01% | 2,626 | 2,626 | — | $23.27万 | 新建仓 |
| AOS | SMITH A O CORP | $23.01万 | 0.01% | 3,668 | 48 | 1.3% | $3,011 | 加仓 |
| GNTX | GENTEX CORP | $22.81万 | 0.01% | 9,027 | 133 | 1.5% | $3,361 | 重新持有 |
| NVS | NOVARTIS AG | $22.57万 | 0.01% | 1,440 | -36 | -2.4% | -$5,642 | 减仓 |
| PFE | PFIZER INC | $22.45万 | 0.01% | 9,321 | -1,329 | -12.5% | -$3.20万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $22.42万 | 0.01% | 5,193 | 24 | 0.5% | $1,036 | 加仓 |
| KO | COCA COLA CO | $22.41万 | 0.01% | 2,757 | 2,757 | — | $22.41万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $22.17万 | 0.01% | 2,449 | 2,449 | — | $22.17万 | 新建仓 |
| IWB | ISHARES TR | $22.11万 | 0.01% | 540 | 0 | 0.0% | — | 重新持有 |
| NVO | NOVO-NORDISK A S | $21.79万 | 0.01% | 4,546 | -2,631 | -36.7% | -$12.61万 | 重新持有 |
| CUBE | CUBESMART | $21.69万 | 0.01% | 5,453 | 5,453 | — | $21.69万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $21.56万 | 0.01% | 1,815 | -185 | -9.2% | -$2.20万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $21.50万 | 0.01% | 5,531 | -254 | -4.4% | -$9,876 | 减仓 |
| ICLR | ICON PUB LTD CO | $21.05万 | 0.01% | 1,212 | 65 | 5.7% | $1.13万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $20.72万 | 0.01% | 1,413 | 1,413 | — | $20.72万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $20.45万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $20.45万 | 0.01% | 3,047 | -119 | -3.8% | -$7,985 | 减仓 |
| IBN | ICICI BANK LIMITED | $20.09万 | 0.01% | 6,919 | 6,919 | — | $20.09万 | 新建仓 |
| STVN | STEVANATO GROUP S P A | $19.26万 | 0.01% | 10,660 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP | $17.74万 | 0.01% | 11,472 | 172 | 1.5% | $2,659 | 加仓 |
| WIT | WIPRO LTD | $4.43万 | 0.00% | 19,681 | -16,154 | -45.1% | -$3.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -10,919 | -100.0% | -$225.92万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -4,027 | -100.0% | -$197.94万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -6,001 | -100.0% | -$126.04万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$49.40万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -2,381 | -100.0% | -$42.35万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -3,050 | -100.0% | -$32.06万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,550 | -100.0% | -$30.14万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,343 | -100.0% | -$29.40万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,381 | -100.0% | -$28.46万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,772 | -100.0% | -$28.33万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -602 | -100.0% | -$26.12万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -1,091 | -100.0% | -$24.93万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -243 | -100.0% | -$24.21万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -660 | -100.0% | -$23.68万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -9,385 | -100.0% | -$23.35万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,231 | -100.0% | -$22.43万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -128 | -100.0% | -$22.13万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -732 | -100.0% | -$20.57万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -12,217 | -100.0% | -$7.33万 | 清仓 |