WIREGRASS INVESTMENT MANAGEMENT LLC
THOMASVILLE GA · SEC CIK 0002109460
$1.47亿2026Q2 申报市值
113持仓数
38.6%前十大占比 · 第一大 6.2%
18 / 4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
FLO 加仓+$593.27万
BABA 重新持有+$184.28万
PFG 加仓+$110.67万
QCOM 重新持有+$105.53万
LRCX 新建仓+$102.31万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$901.76万
JPM 减仓-$264.71万
GE 减仓-$137.58万
GLW 减仓-$112.71万
TGT 清仓-$45.77万
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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $205.10万 | 1.40% | 12,373 | 241 | 2.0% | $3.99万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $209.90万 | 1.43% | 34,528 | 1,232 | 3.7% | $7.49万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $215.10万 | 1.47% | 8,469 | 1,361 | 19.1% | $34.57万 | 加仓 |
| CMI | CUMMINS INC | $215.13万 | 1.47% | 3,016 | 22 | 0.7% | $1.57万 | 加仓 |
| FAST | FASTENAL CO | $219.96万 | 1.50% | 45,797 | 18,470 | 67.6% | $88.71万 | 加仓 |
| TSLA | TESLA INC | $236.63万 | 1.61% | 5,626 | 919 | 19.5% | $38.65万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $237.28万 | 1.62% | 4,620 | 170 | 3.8% | $8.73万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $266.41万 | 1.82% | 24,718 | 10,268 | 71.1% | $110.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $326.57万 | 2.23% | 2,829 | 70 | 2.5% | $8.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $362.19万 | 2.47% | 30,439 | 3,026 | 11.0% | $36.01万 | 加仓 |
| AMZN | AMAZON COM INC | $468.86万 | 3.19% | 19,672 | 370 | 1.9% | $8.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $492.61万 | 3.36% | 13,206 | 458 | 3.6% | $17.08万 | 加仓 |
| GOOGL | ALPHABET INC | $589.07万 | 4.01% | 16,484 | 300 | 1.9% | $10.72万 | 加仓 |
| AVGO | BROADCOM INC | $599.54万 | 4.09% | 15,872 | 457 | 3.0% | $17.26万 | 加仓 |
| FLO | FLOWERS FOODS INC | $765.20万 | 5.21% | 968,613 | 750,970 | 345.0% | $593.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $888.33万 | 6.05% | 44,397 | 2,667 | 6.4% | $53.36万 | 加仓 |
| AAPL | APPLE INC | $909.38万 | 6.20% | 31,427 | 1,411 | 4.7% | $40.83万 | 加仓 |