WADDELL & ASSOCIATES, LLC
MEMPHIS TN · SEC CIK 0001776757
$20.21亿2026Q2 申报市值
545持仓数
63.3%前十大占比 · 第一大 21.2%
125 / 45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
FDXF 新建仓+$1.03亿
NVDA 加仓+$220.92万
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RCAT 加仓+$167.66万
AUSF 加仓+$164.71万
2026Q2 卖出最多 按季末市值估算
FDX 减仓-$994.31万
DHR 减仓-$120.44万
BKNG 减仓-$104.64万
INTC 减仓-$93.68万
FSMB 清仓-$79.21万
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 |
|---|---|---|---|---|---|---|---|---|
| SHC | SOTERA HEALTH CO | $31.36万 | 0.02% | 17,667 | 2,669 | 17.8% | $4.74万 | 加仓 |
| POOL | POOL CORP | $31.38万 | 0.02% | 1,460 | 1,460 | — | $31.38万 | 新建仓 |
| BRO | BROWN & BROWN INC | $31.47万 | 0.02% | 4,906 | 4,906 | — | $31.47万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $31.56万 | 0.02% | 3,283 | 7 | 0.2% | $673 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $31.82万 | 0.02% | 1,137 | -406 | -26.3% | -$11.36万 | 减仓 |
| P | EVERPURE INC | $31.89万 | 0.02% | 4,048 | -1,223 | -23.2% | -$9.64万 | 减仓 |
| HRB | BLOCK H & R INC | $32.13万 | 0.02% | 8,438 | 8,438 | — | $32.13万 | 新建仓 |
| CTVA | CORTEVA INC | $32.51万 | 0.02% | 3,839 | -139 | -3.5% | -$1.18万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $32.54万 | 0.02% | 2,288 | 2,288 | — | $32.54万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $32.60万 | 0.02% | 30,840 | 18,929 | 158.9% | $20.01万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $32.73万 | 0.02% | 5,274 | 5,274 | — | $32.73万 | 新建仓 |
| OGE | OGE ENERGY CORP | $32.79万 | 0.02% | 6,739 | 6,739 | — | $32.79万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $32.99万 | 0.02% | 17,917 | 17,917 | — | $32.99万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $33.02万 | 0.02% | 1,765 | -223 | -11.2% | -$4.17万 | 减仓 |
| YUM | YUM BRANDS INC | $33.03万 | 0.02% | 2,066 | -13 | -0.6% | -$2,078 | 减仓 |
| F | FORD MTR CO | $33.36万 | 0.02% | 24,002 | 9,188 | 62.0% | $12.77万 | 加仓 |
| WMB | WILLIAMS COS INC | $33.38万 | 0.02% | 4,490 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $33.43万 | 0.02% | 1,281 | -180 | -12.3% | -$4.70万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $33.50万 | 0.02% | 3,205 | 3,205 | — | $33.50万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $33.68万 | 0.02% | 3,693 | -4,868 | -56.9% | -$44.39万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $33.75万 | 0.02% | 1,271 | -224 | -15.0% | -$5.95万 | 减仓 |
| DVA | DAVITA INC | $34.22万 | 0.02% | 1,538 | 192 | 14.3% | $4.27万 | 加仓 |
| MOS | MOSAIC CO | $34.30万 | 0.02% | 16,185 | -207 | -1.3% | -$4,386 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $34.31万 | 0.02% | 1,159 | 1,159 | — | $34.31万 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $34.32万 | 0.02% | 4,165 | 4,165 | — | $34.32万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $34.38万 | 0.02% | 2,763 | 966 | 53.8% | $12.02万 | 加仓 |
| IWO | ISHARES TR | $34.39万 | 0.02% | 873 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $34.42万 | 0.02% | 1,803 | 603 | 50.2% | $11.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $34.52万 | 0.02% | 2,959 | -5,264 | -64.0% | -$61.42万 | 减仓 |
| KKR | KKR & CO INC | $34.56万 | 0.02% | 3,766 | -549 | -12.7% | -$5.04万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $34.62万 | 0.02% | 14,125 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $34.74万 | 0.02% | 20,827 | -7,927 | -27.6% | -$13.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $34.78万 | 0.02% | 7,840 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC | $34.87万 | 0.02% | 1,686 | -82 | -4.6% | -$1.70万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $34.90万 | 0.02% | 4,437 | 392 | 9.7% | $3.08万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $34.94万 | 0.02% | 2,309 | -711 | -23.5% | -$10.76万 | 减仓 |
| T | AT&T INC | $35.60万 | 0.02% | 17,200 | -1,607 | -8.5% | -$3.33万 | 减仓 |
| FRSH | FRESHWORKS INC | $35.65万 | 0.02% | 35,228 | 20,468 | 138.7% | $20.71万 | 加仓 |
| CR | CRANE COMPANY | $35.76万 | 0.02% | 1,603 | 1,603 | — | $35.76万 | 新建仓 |
| MTZ | MASTEC INC | $35.82万 | 0.02% | 861 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $35.83万 | 0.02% | 19,180 | -3,240 | -14.5% | -$6.05万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $35.87万 | 0.02% | 4,420 | 4,420 | — | $35.87万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $35.91万 | 0.02% | 2,782 | 2,782 | — | $35.91万 | 新建仓 |
| S | SENTINELONE INC | $36.17万 | 0.02% | 21,314 | 3,071 | 16.8% | $5.21万 | 加仓 |
| IT | GARTNER INC | $36.23万 | 0.02% | 2,795 | -1,350 | -32.6% | -$17.50万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD | $36.24万 | 0.02% | 10,604 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $36.28万 | 0.02% | 7,281 | 358 | 5.2% | $1.78万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $36.32万 | 0.02% | 2,608 | 857 | 48.9% | $11.93万 | 加仓 |
| AA | ALCOA CORP | $36.36万 | 0.02% | 6,973 | -761 | -9.8% | -$3.97万 | 减仓 |
| BPOP | POPULAR INC | $36.43万 | 0.02% | 2,219 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $36.47万 | 0.02% | 9,572 | 9,572 | — | $36.47万 | 新建仓 |
| ESTC | ELASTIC N V | $36.50万 | 0.02% | 6,402 | -1,915 | -23.0% | -$10.92万 | 减仓 |
| DUOL | DUOLINGO INC | $36.76万 | 0.02% | 3,196 | 3,196 | — | $36.76万 | 新建仓 |
| PODD | INSULET CORP | $36.80万 | 0.02% | 2,417 | 931 | 62.7% | $14.17万 | 加仓 |
| BALL | BALL CORP | $36.89万 | 0.02% | 5,912 | -2,541 | -30.1% | -$15.86万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $37.04万 | 0.02% | 3,348 | 3,348 | — | $37.04万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $37.23万 | 0.02% | 1,927 | -69 | -3.5% | -$1.33万 | 重新持有 |
| CPRT | COPART INC | $37.41万 | 0.02% | 13,270 | -1,240 | -8.5% | -$3.50万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $37.44万 | 0.02% | 7,852 | -157 | -2.0% | -$7,486 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $37.50万 | 0.02% | 3,479 | 24 | 0.7% | $2,587 | 加仓 |
| DIS | DISNEY WALT CO | $37.71万 | 0.02% | 3,918 | -590 | -13.1% | -$5.68万 | 减仓 |
| CVS | CVS HEALTH CORP | $37.85万 | 0.02% | 3,659 | 20 | 0.5% | $2,069 | 加仓 |
| EMR | EMERSON ELEC CO | $38.24万 | 0.02% | 2,671 | -24 | -0.9% | -$3,436 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $38.58万 | 0.02% | 1,041 | -12 | -1.1% | -$4,447 | 减仓 |
| IOO | ISHARES TR | $38.60万 | 0.02% | 2,826 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $38.81万 | 0.02% | 11,044 | -340 | -3.0% | -$1.19万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $39.04万 | 0.02% | 3,617 | 954 | 35.8% | $10.30万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $39.24万 | 0.02% | 5,481 | 5,481 | — | $39.24万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $39.28万 | 0.02% | 2,518 | 627 | 33.2% | $9.78万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $39.30万 | 0.02% | 7,437 | 7,437 | — | $39.30万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $39.34万 | 0.02% | 3,847 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $39.42万 | 0.02% | 2,410 | -208 | -7.9% | -$3.40万 | 重新持有 |
| FIVE | FIVE BELOW INC | $39.86万 | 0.02% | 2,217 | -980 | -30.7% | -$17.62万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $40.22万 | 0.02% | 13,665 | -150 | -1.1% | -$4,415 | 减仓 |
| MCO | MOODYS CORP | $40.22万 | 0.02% | 888 | 888 | — | $40.22万 | 新建仓 |
| NOW | SERVICENOW INC | $40.55万 | 0.02% | 4,084 | -3,030 | -42.6% | -$30.08万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $40.84万 | 0.02% | 7,477 | -822 | -9.9% | -$4.49万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $41.04万 | 0.02% | 4,448 | -300 | -6.3% | -$2.77万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $41.08万 | 0.02% | 420 | 420 | — | $41.08万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $41.19万 | 0.02% | 1,065 | 231 | 27.7% | $8.93万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $41.39万 | 0.02% | 2,305 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $41.78万 | 0.02% | 8,286 | 8,286 | — | $41.78万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $41.89万 | 0.02% | 6,014 | 8 | 0.1% | $557 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $42.19万 | 0.02% | 4,394 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $42.42万 | 0.02% | 4,627 | 2,253 | 94.9% | $20.66万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $42.51万 | 0.02% | 4,661 | 4,661 | — | $42.51万 | 新建仓 |
| MET | METLIFE INC | $42.55万 | 0.02% | 5,029 | 5,029 | — | $42.55万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $42.79万 | 0.02% | 1,582 | 1,582 | — | $42.79万 | 新建仓 |
| PLD | PROLOGIS INC. | $42.80万 | 0.02% | 3,159 | 434 | 15.9% | $5.88万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $42.81万 | 0.02% | 5,498 | 5,498 | — | $42.81万 | 新建仓 |
| DE | DEERE & CO | $42.88万 | 0.02% | 676 | -5 | -0.7% | -$3,172 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $42.93万 | 0.02% | 4,324 | -2,213 | -33.9% | -$21.97万 | 减仓 |
| VGT | VANGUARD WORLD FD | $43.08万 | 0.02% | 3,604 | 3,604 | — | $43.08万 | 新建仓 |
| MDT | MEDTRONIC PLC | $43.25万 | 0.02% | 5,528 | 2,141 | 63.2% | $16.75万 | 重新持有 |
| UNP | UNION PAC CORP | $43.38万 | 0.02% | 1,595 | 3 | 0.2% | $816 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $43.65万 | 0.02% | 5,062 | 5,062 | — | $43.65万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $44.18万 | 0.02% | 583 | -24 | -4.0% | -$1.82万 | 减仓 |
| U | UNITY SOFTWARE INC | $44.20万 | 0.02% | 15,464 | 15,464 | — | $44.20万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $44.65万 | 0.02% | 33,171 | 33,171 | — | $44.65万 | 新建仓 |
| QCOM | QUALCOMM INC | $44.66万 | 0.02% | 2,417 | 415 | 20.7% | $7.67万 | 加仓 |