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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $26.46万 | 0.18% | 2,249 | 2,249 | — | $26.46万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $26.43万 | 0.18% | 1,394 | 1,394 | — | $26.43万 | 新建仓 |
| V | VISA INC | $25.90万 | 0.18% | 755 | 87 | 13.0% | $2.98万 | 重新持有 |
| FIX | COMFORT SYS USA INC | $25.77万 | 0.18% | 130 | 130 | — | $25.77万 | 新建仓 |
| IQDG | WISDOMTREE TR | $24.86万 | 0.17% | 5,770 | 5,770 | — | $24.86万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $24.07万 | 0.16% | 2,255 | 2,255 | — | $24.07万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $23.44万 | 0.16% | 700 | 700 | — | $23.44万 | 新建仓 |
| TIP | ISHARES TR | $22.98万 | 0.16% | 2,100 | 0 | 0.0% | — | 不变 |
| TRLV | TRULIEVE CANNABIS CORP | $20.73万 | 0.14% | 21,092 | 21,092 | — | $20.73万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $20.39万 | 0.14% | 1,793 | 1,793 | — | $20.39万 | 新建仓 |
| — | XTANT MED HLDGS INC | $6.32万 | 0.04% | 150,000 | 47,000 | 45.6% | $1.98万 | 加仓 |
| — | DEFI TECHNOLOGIES INC | $5.14万 | 0.04% | 100,000 | 40,000 | 66.7% | $2.06万 | 加仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $4.46万 | 0.03% | 10,115 | 10,115 | — | $4.46万 | 新建仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -3,776 | -100.0% | -$45.77万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -975 | -100.0% | -$34.32万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -3,102 | -100.0% | -$26.88万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$8.16万 | 清仓 |