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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $909.38万 | 6.20% | 31,427 | 1,411 | 4.7% | $40.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $888.33万 | 6.05% | 44,397 | 2,667 | 6.4% | $53.36万 | 加仓 |
| FLO | FLOWERS FOODS INC | $765.20万 | 5.21% | 968,613 | 750,970 | 345.0% | $593.27万 | 加仓 |
| AVGO | BROADCOM INC | $599.54万 | 4.09% | 15,872 | 457 | 3.0% | $17.26万 | 加仓 |
| GOOGL | ALPHABET INC | $589.07万 | 4.01% | 16,484 | 300 | 1.9% | $10.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $492.61万 | 3.36% | 13,206 | 458 | 3.6% | $17.08万 | 加仓 |
| AMZN | AMAZON COM INC | $468.86万 | 3.19% | 19,672 | 370 | 1.9% | $8.82万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $362.19万 | 2.47% | 30,439 | 3,026 | 11.0% | $36.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $326.57万 | 2.23% | 2,829 | 70 | 2.5% | $8.08万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $266.41万 | 1.82% | 24,718 | 10,268 | 71.1% | $110.67万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $237.28万 | 1.62% | 4,620 | 170 | 3.8% | $8.73万 | 加仓 |
| TSLA | TESLA INC | $236.63万 | 1.61% | 5,626 | 919 | 19.5% | $38.65万 | 加仓 |
| FAST | FASTENAL CO | $219.96万 | 1.50% | 45,797 | 18,470 | 67.6% | $88.71万 | 加仓 |
| CMI | CUMMINS INC | $215.13万 | 1.47% | 3,016 | 22 | 0.7% | $1.57万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $215.10万 | 1.47% | 8,469 | 1,361 | 19.1% | $34.57万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $209.90万 | 1.43% | 34,528 | 1,232 | 3.7% | $7.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $205.10万 | 1.40% | 12,373 | 241 | 2.0% | $3.99万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $201.86万 | 1.38% | 21,031 | 19,200 | 1,048.6% | $184.28万 | 重新持有 |
| MS | MORGAN STANLEY | $199.13万 | 1.36% | 9,526 | 218 | 2.3% | $4.56万 | 加仓 |
| TFC | TRUIST FINL CORP | $198.73万 | 1.35% | 39,890 | -3,089 | -7.2% | -$15.39万 | 减仓 |
| META | META PLATFORMS INC | $187.09万 | 1.27% | 3,322 | 163 | 5.2% | $9.18万 | 加仓 |
| HD | HOME DEPOT INC | $175.42万 | 1.20% | 4,974 | -247 | -4.7% | -$8.71万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $174.37万 | 1.19% | 3,651 | 707 | 24.0% | $33.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $165.30万 | 1.13% | 5,050 | -8,087 | -61.6% | -$264.71万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $162.89万 | 1.11% | 57,377 | 18,179 | 46.4% | $51.61万 | 加仓 |
| IRM | IRON MTN INC DEL | $161.17万 | 1.10% | 12,760 | 32 | 0.3% | $4,042 | 加仓 |
| GEV | GE VERNOVA INC | $147.86万 | 1.01% | 1,259 | 84 | 7.1% | $9.87万 | 加仓 |
| LLY | ELI LILLY & CO | $143.58万 | 0.98% | 1,197 | 46 | 4.0% | $5.52万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $142.70万 | 0.97% | 66,682 | 377 | 0.6% | $8,068 | 加仓 |
| QCOM | QUALCOMM INC | $135.43万 | 0.92% | 7,329 | 5,711 | 353.0% | $105.53万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $134.60万 | 0.92% | 16,585 | 290 | 1.8% | $2.35万 | 加仓 |
| ABBV | ABBVIE INC | $133.43万 | 0.91% | 5,302 | 208 | 4.1% | $5.23万 | 加仓 |
| MMM | 3M CO | $132.80万 | 0.90% | 8,202 | 190 | 2.4% | $3.08万 | 加仓 |
| MO | ALTRIA GROUP INC | $127.88万 | 0.87% | 17,774 | 483 | 2.8% | $3.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $127.63万 | 0.87% | 1,364 | 36 | 2.7% | $3.37万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $123.09万 | 0.84% | 21,344 | 3,972 | 22.9% | $22.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $119.07万 | 0.81% | 2,865 | -21,698 | -88.3% | -$901.76万 | 减仓 |
| GOOG | ALPHABET INC | $115.32万 | 0.79% | 3,264 | 1 | 0.0% | $353 | 加仓 |
| CRM | SALESFORCE INC | $111.96万 | 0.76% | 7,147 | -535 | -7.0% | -$8.38万 | 减仓 |
| MCD | MCDONALDS CORP | $109.97万 | 0.75% | 4,068 | 132 | 3.4% | $3.57万 | 加仓 |
| SO | SOUTHERN CO | $107.28万 | 0.73% | 11,209 | 232 | 2.1% | $2.22万 | 加仓 |
| OKE | ONEOK INC NEW | $105.82万 | 0.72% | 12,172 | 258 | 2.2% | $2.24万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $102.31万 | 0.70% | 2,361 | 2,361 | — | $102.31万 | 新建仓 |
| EFA | ISHARES TR | $101.34万 | 0.69% | 9,756 | -198 | -2.0% | -$2.06万 | 减仓 |
| AGNC | AGNC INVT CORP | $100.18万 | 0.68% | 91,910 | 3,116 | 3.5% | $3.40万 | 加仓 |
| ORCL | ORACLE CORP | $97.55万 | 0.66% | 6,657 | 128 | 2.0% | $1.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $95.83万 | 0.65% | 11,894 | -250 | -2.1% | -$2.01万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $93.56万 | 0.64% | 4,735 | -100 | -2.1% | -$1.98万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $93.13万 | 0.63% | 15,603 | -331 | -2.1% | -$1.98万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $93.09万 | 0.63% | 27,823 | 9,664 | 53.2% | $32.34万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $90.10万 | 0.61% | 17,880 | 353 | 2.0% | $1.78万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $88.02万 | 0.60% | 637 | 13 | 2.1% | $1.80万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $84.40万 | 0.58% | 3,001 | -110 | -3.5% | -$3.09万 | 减仓 |
| WMT | WALMART INC | $83.68万 | 0.57% | 7,388 | 30 | 0.4% | $3,398 | 加仓 |
| SPYD | SPDR SERIES TRUST | $81.20万 | 0.55% | 17,019 | 10,917 | 178.9% | $52.08万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $81.04万 | 0.55% | 3,411 | 122 | 3.7% | $2.90万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $78.57万 | 0.54% | 35,216 | -4,691 | -11.8% | -$10.47万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $77.56万 | 0.53% | 4,287 | 190 | 4.6% | $3.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.31万 | 0.52% | 1,525 | 108 | 7.6% | $5.40万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $75.85万 | 0.52% | 14,406 | 177 | 1.2% | $9,319 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $73.96万 | 0.50% | 1,158 | 1,158 | — | $73.96万 | 新建仓 |
| DIVB | ISHARES TR | $69.99万 | 0.48% | 11,362 | 6,288 | 123.9% | $38.73万 | 加仓 |
| GE | GE AEROSPACE | $67.24万 | 0.46% | 1,799 | -3,681 | -67.2% | -$137.58万 | 减仓 |
| CAT | CATERPILLAR INC | $65.52万 | 0.45% | 615 | -221 | -26.4% | -$23.54万 | 减仓 |
| PFE | PFIZER INC | $64.44万 | 0.44% | 26,759 | -278 | -1.0% | -$6,694 | 减仓 |
| OMC | OMNICOM GROUP INC | $62.74万 | 0.43% | 8,615 | 324 | 3.9% | $2.36万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $62.36万 | 0.42% | 1,568 | 86 | 5.8% | $3.42万 | 加仓 |
| VB | VANGUARD INDEX FDS | $61.51万 | 0.42% | 2,029 | 11 | 0.5% | $3,335 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $60.66万 | 0.41% | 5,199 | 332 | 6.8% | $3.87万 | 加仓 |
| IJT | ISHARES TR | $60.63万 | 0.41% | 3,395 | -69 | -2.0% | -$1.23万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $58.12万 | 0.40% | 15,254 | -290 | -1.9% | -$1.10万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.32万 | 0.38% | 7,000 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $54.46万 | 0.37% | 10,770 | -30 | -0.3% | -$1,517 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $52.64万 | 0.36% | 10,165 | 267 | 2.7% | $1.38万 | 加仓 |
| PRGO | PERRIGO CO PLC | $52.34万 | 0.36% | 50,373 | 2,395 | 5.0% | $2.49万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $50.64万 | 0.35% | 6,500 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $50.12万 | 0.34% | 5,195 | 5,195 | — | $50.12万 | 新建仓 |
| CSCO | CISCO SYS INC | $49.32万 | 0.34% | 4,199 | -78 | -1.8% | -$9,161 | 减仓 |
| SLYG | SPDR SERIES TRUST | $49.29万 | 0.34% | 4,137 | 1,265 | 44.0% | $15.07万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $49.22万 | 0.34% | 4,511 | 4,511 | — | $49.22万 | 新建仓 |
| IGSB | ISHARES TR | $48.22万 | 0.33% | 9,200 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $47.16万 | 0.32% | 3,295 | -432 | -11.6% | -$6.18万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $46.37万 | 0.32% | 1,883 | 33 | 1.8% | $8,126 | 加仓 |
| IBDS | ISHARES TR | $44.81万 | 0.31% | 18,500 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $44.72万 | 0.30% | 13,874 | 13,874 | — | $44.72万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $44.65万 | 0.30% | 51,032 | -3,355 | -6.2% | -$2.94万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $44.42万 | 0.30% | 7,993 | 7,993 | — | $44.42万 | 新建仓 |
| IBDU | ISHARES TR | $44.00万 | 0.30% | 19,000 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $43.85万 | 0.30% | 1,717 | -4,413 | -72.0% | -$112.71万 | 减仓 |
| IBDT | ISHARES TR | $42.92万 | 0.29% | 17,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $42.51万 | 0.29% | 834 | 375 | 81.7% | $19.11万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $42.31万 | 0.29% | 13,225 | 13,225 | — | $42.31万 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $38.28万 | 0.26% | 14,000 | 1,000 | 7.7% | $2.73万 | 加仓 |
| IBDR | ISHARES TR | $38.04万 | 0.26% | 15,700 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $35.78万 | 0.24% | 616 | 616 | — | $35.78万 | 新建仓 |
| PLD | PROLOGIS INC. | $33.99万 | 0.23% | 2,509 | 38 | 1.5% | $5,149 | 加仓 |
| MRK | MERCK & CO INC | $32.88万 | 0.22% | 2,559 | -469 | -15.5% | -$6.03万 | 减仓 |
| T | AT&T INC | $29.64万 | 0.20% | 14,321 | 4,885 | 51.8% | $10.11万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.15万 | 0.20% | 1,037 | -201 | -16.2% | -$5.65万 | 减仓 |
| SNDK | SANDISK CORP | $28.65万 | 0.20% | 126 | 126 | — | $28.65万 | 新建仓 |