Hunter Perkins Capital Management, LLC
LOMBARD IL · SEC CIK 0001808919
$4.46亿2026Q2 申报市值
149持仓数
39.5%前十大占比 · 第一大 6.0%
13 / 7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
MSA 加仓+$411.89万
XYL 新建仓+$346.80万
EQT 新建仓+$280.80万
MSFT 加仓+$261.99万
AMRZ 加仓+$180.35万
2026Q2 卖出最多 按季末市值估算
CASY 减仓-$1,294.92万
ENSG 减仓-$339.84万
MRK 减仓-$339.25万
SPY 清仓-$208.10万
FDS 减仓-$167.51万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -3,200 | -100.0% | -$208.10万 | 清仓 |
| ZD | ZIFF DAVIS INC | $0 | 0.00% | 0 | -15,790 | -100.0% | -$66.30万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -1,893 | -100.0% | -$30.30万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -714 | -100.0% | -$24.40万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -2,855 | -100.0% | -$22.30万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -500 | -100.0% | -$21.50万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,236 | -100.0% | -$20.20万 | 清仓 |
| — | ATAIBECKLEY INC | $6.50万 | 0.01% | 12,341 | 0 | 0.0% | — | 不变 |
| — | VOYAGER THERAPEUTICS INC | $7.30万 | 0.02% | 20,965 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET GBL HIGH INC F | $10.20万 | 0.02% | 17,071 | 5,327 | 45.4% | $3.18万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $11.40万 | 0.03% | 14,695 | 1,511 | 11.5% | $1.17万 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $20.30万 | 0.05% | 26,640 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $21.10万 | 0.05% | 7,491 | -268 | -3.5% | -$7,549 | 减仓 |
| MKC | MCCORMICK & CO INC | $21.20万 | 0.05% | 4,213 | 4,213 | — | $21.20万 | 新建仓 |
| CPAY | CORPAY INC | $21.40万 | 0.05% | 642 | 642 | — | $21.40万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $21.90万 | 0.05% | 1,590 | -67 | -4.0% | -$9,228 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $22.20万 | 0.05% | 843 | 843 | — | $22.20万 | 新建仓 |
| MHO | M/I HOMES INC | $22.60万 | 0.05% | 1,404 | 1,404 | — | $22.60万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $23.00万 | 0.05% | 2,566 | 2,566 | — | $23.00万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $23.20万 | 0.05% | 647 | -345 | -34.8% | -$12.37万 | 减仓 |
| VRSN | VERISIGN INC | $23.50万 | 0.05% | 933 | -42 | -4.3% | -$1.06万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.70万 | 0.05% | 569 | 55 | 10.7% | $2.29万 | 加仓 |
| ROL | ROLLINS INC | $25.40万 | 0.06% | 6,076 | -192 | -3.1% | -$8,026 | 减仓 |
| SLV | ISHARES SILVER TR | $25.50万 | 0.06% | 4,763 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $25.70万 | 0.06% | 2,651 | -118 | -4.3% | -$1.14万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $25.80万 | 0.06% | 1,778 | -84 | -4.5% | -$1.22万 | 减仓 |
| HAL | HALLIBURTON CO | $25.90万 | 0.06% | 7,639 | -3,150 | -29.2% | -$10.68万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.10万 | 0.06% | 1,139 | -35 | -3.0% | -$8,020 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $26.90万 | 0.06% | 1,317 | -203 | -13.4% | -$4.15万 | 减仓 |
| IGV | ISHARES TR | $27.00万 | 0.06% | 2,982 | 2,982 | — | $27.00万 | 新建仓 |
| SMLF | ISHARES TR | $27.10万 | 0.06% | 3,037 | 3,037 | — | $27.10万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $27.20万 | 0.06% | 3,801 | -181 | -4.5% | -$1.30万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $28.50万 | 0.06% | 8,985 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $32.10万 | 0.07% | 5,775 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $32.30万 | 0.07% | 6,204 | -259 | -4.0% | -$1.35万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $33.20万 | 0.07% | 6,441 | -203 | -3.1% | -$1.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.40万 | 0.07% | 1,413 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $33.80万 | 0.08% | 7,153 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $35.20万 | 0.08% | 3,501 | 0 | 0.0% | — | 不变 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $37.80万 | 0.08% | 7,818 | 2,325 | 42.3% | $11.24万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.70万 | 0.09% | 12,819 | 2,000 | 18.5% | $6.04万 | 加仓 |
| MRCY | MERCURY SYS INC | $39.00万 | 0.09% | 3,190 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $40.40万 | 0.09% | 11,954 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $41.00万 | 0.09% | 1,868 | 317 | 20.4% | $6.96万 | 加仓 |
| PFF | ISHARES TR | $44.10万 | 0.10% | 14,468 | -2,427 | -14.4% | -$7.40万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $44.40万 | 0.10% | 16,526 | -2,723 | -14.1% | -$7.32万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $48.40万 | 0.11% | 24,330 | -4,000 | -14.1% | -$7.96万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $49.60万 | 0.11% | 29,406 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $49.80万 | 0.11% | 20,069 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.20万 | 0.11% | 1,450 | -150 | -9.4% | -$5.30万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $51.50万 | 0.12% | 5,336 | 342 | 6.8% | $3.30万 | 加仓 |
| LAZ | LAZARD INC | $58.80万 | 0.13% | 14,021 | -11,240 | -44.5% | -$47.14万 | 减仓 |
| ETSY | ETSY INC | $60.40万 | 0.14% | 8,017 | -3,832 | -32.3% | -$28.87万 | 减仓 |
| CNM | CORE & MAIN INC | $61.70万 | 0.14% | 12,790 | 5,951 | 87.0% | $28.71万 | 加仓 |
| VST | VISTRA CORP | $63.50万 | 0.14% | 4,000 | 4,000 | — | $63.50万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $64.60万 | 0.14% | 4,030 | 821 | 25.6% | $13.16万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $65.70万 | 0.15% | 4,097 | -21,192 | -83.8% | -$339.84万 | 减仓 |
| DORM | DORMAN PRODS INC | $67.50万 | 0.15% | 4,944 | 4,944 | — | $67.50万 | 新建仓 |
| AAPL | APPLE INC | $72.70万 | 0.16% | 2,511 | -2,000 | -44.3% | -$57.91万 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $73.80万 | 0.17% | 23,670 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $79.30万 | 0.18% | 12,832 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $80.30万 | 0.18% | 27,809 | 27,809 | — | $80.30万 | 新建仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $81.40万 | 0.18% | 34,889 | -11,295 | -24.5% | -$26.35万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $83.50万 | 0.19% | 9,953 | 5,806 | 140.0% | $48.71万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $90.20万 | 0.20% | 38,149 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $91.50万 | 0.21% | 8,002 | 2,547 | 46.7% | $29.12万 | 加仓 |
| CXT | CRANE NXT CO | $94.40万 | 0.21% | 18,455 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $95.50万 | 0.21% | 9,190 | 615 | 7.2% | $6.39万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $96.20万 | 0.22% | 4,182 | -7,282 | -63.5% | -$167.51万 | 减仓 |
| OMCL | OMNICELL COM | $96.80万 | 0.22% | 23,314 | 3,054 | 15.1% | $12.68万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $99.60万 | 0.22% | 18,935 | 12,927 | 215.2% | $68.00万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $101.80万 | 0.23% | 3,283 | -27 | -0.8% | -$8,372 | 减仓 |
| MORN | MORNINGSTAR INC | $104.60万 | 0.23% | 6,705 | 608 | 10.0% | $9.48万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $104.90万 | 0.24% | 8,272 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $107.10万 | 0.24% | 12,958 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $108.40万 | 0.24% | 21,168 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $109.00万 | 0.24% | 6,500 | 6,500 | — | $109.00万 | 新建仓 |
| GMED | GLOBUS MED INC | $112.50万 | 0.25% | 14,244 | 0 | 0.0% | — | 不变 |
| KWR | QUAKER HOUGHTON | $112.90万 | 0.25% | 7,104 | 40 | 0.6% | $6,357 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $114.40万 | 0.26% | 21,275 | -11,493 | -35.1% | -$61.80万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $115.70万 | 0.26% | 45,226 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $117.40万 | 0.26% | 2,521 | 1,248 | 98.0% | $58.12万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $120.80万 | 0.27% | 5,669 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $125.00万 | 0.28% | 49,462 | -464 | -0.9% | -$1.17万 | 减仓 |
| MTDR | MATADOR RES CO | $126.20万 | 0.28% | 25,347 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $127.90万 | 0.29% | 9,544 | -3,496 | -26.8% | -$46.85万 | 减仓 |
| UMH | UMH PPTYS INC | $133.70万 | 0.30% | 88,317 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $134.00万 | 0.30% | 22,000 | 0 | 0.0% | — | 不变 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $138.00万 | 0.31% | 12,200 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $138.80万 | 0.31% | 18,512 | 3,648 | 24.5% | $27.35万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $139.10万 | 0.31% | 8,656 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $140.20万 | 0.31% | 29,500 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $141.10万 | 0.32% | 52,550 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $141.60万 | 0.32% | 4,837 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION | $148.30万 | 0.33% | 19,852 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $150.40万 | 0.34% | 39,525 | -260 | -0.7% | -$9,893 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $153.90万 | 0.35% | 2,505 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $154.90万 | 0.35% | 14,363 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $160.30万 | 0.36% | 2,140 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $163.90万 | 0.37% | 40,752 | 1,000 | 2.5% | $4.02万 | 加仓 |