WIREGRASS INVESTMENT MANAGEMENT LLC
THOMASVILLE GA · SEC CIK 0002109460
$1.21亿2026Q1 申报市值
96持仓数
40.4%前十大占比 · 第一大 6.3%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYG 新建仓+$268.40万
AGNC 新建仓+$89.06万
MA 加仓+$73.90万
PM 新建仓+$67.73万
GE 加仓+$63.03万
2026Q1 卖出最多 按季末市值估算
LYB 减仓-$151.41万
T 减仓-$106.20万
CMI 减仓-$85.77万
NFLX 清仓-$48.42万
LLY 减仓-$45.69万
2026Q1 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 | $761.77万 | 6.31% | 30,016 | 1,798 | 6.4% | $45.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $727.78万 | 6.03% | 41,730 | 479 | 1.2% | $8.35万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $664.64万 | 5.51% | 24,563 | -8 | -0.0% | -$2,165 | 减仓 |
| AVGO | BROADCOM INC | $477.11万 | 3.95% | 15,415 | -527 | -3.3% | -$16.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $471.90万 | 3.91% | 12,748 | 1,490 | 13.2% | $55.16万 | 加仓 |
| GOOGL | ALPHABET INC | $465.37万 | 3.86% | 16,184 | 460 | 2.9% | $13.23万 | 加仓 |
| AMZN | AMAZON COM INC | $402.00万 | 3.33% | 19,302 | 903 | 4.9% | $18.81万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $386.45万 | 3.20% | 13,137 | 69 | 0.5% | $2.03万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $268.40万 | 2.22% | 27,413 | 27,413 | — | $268.40万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $251.01万 | 2.08% | 12,132 | 313 | 2.6% | $6.48万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $222.35万 | 1.84% | 4,450 | 1,479 | 49.8% | $73.90万 | 加仓 |
| TFC | TRUIST FINL CORP | $197.57万 | 1.64% | 42,979 | 1,481 | 3.6% | $6.81万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $188.39万 | 1.56% | 33,296 | 2,378 | 7.7% | $13.45万 | 加仓 |
| META | META PLATFORMS INC | $180.76万 | 1.50% | 3,159 | 222 | 7.6% | $12.70万 | 加仓 |
| FLO | FLOWERS FOODS INC | $177.38万 | 1.47% | 217,643 | 31,489 | 16.9% | $25.66万 | 加仓 |
| TSLA | TESLA INC | $174.98万 | 1.45% | 4,707 | 546 | 13.1% | $20.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $173.75万 | 1.44% | 7,108 | 225 | 3.3% | $5.50万 | 加仓 |
| HD | HOME DEPOT INC | $171.70万 | 1.42% | 5,221 | 261 | 5.3% | $8.58万 | 加仓 |
| CMI | CUMMINS INC | $161.10万 | 1.34% | 2,994 | -1,594 | -34.7% | -$85.77万 | 减仓 |
| GE | GE AEROSPACE | $155.51万 | 1.29% | 5,480 | 2,221 | 68.1% | $63.03万 | 加仓 |
| MS | MORGAN STANLEY | $153.18万 | 1.27% | 9,308 | 375 | 4.2% | $6.17万 | 加仓 |
| CRM | SALESFORCE INC | $143.40万 | 1.19% | 7,682 | 3,129 | 68.7% | $58.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $132.31万 | 1.10% | 1,328 | 59 | 4.6% | $5.88万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $131.91万 | 1.09% | 16,295 | 700 | 4.5% | $5.67万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $130.20万 | 1.08% | 14,450 | 930 | 6.9% | $8.38万 | 加仓 |
| IRM | IRON MTN INC DEL | $130.00万 | 1.08% | 12,728 | 444 | 3.6% | $4.53万 | 加仓 |
| FAST | FASTENAL CO | $126.80万 | 1.05% | 27,327 | 1,905 | 7.5% | $8.84万 | 加仓 |
| MCD | MCDONALDS CORP | $122.34万 | 1.01% | 3,936 | 195 | 5.2% | $6.06万 | 加仓 |
| MMM | 3M CO | $116.35万 | 0.96% | 8,012 | 417 | 5.5% | $6.06万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $114.63万 | 0.95% | 14,229 | -18,795 | -56.9% | -$151.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $114.10万 | 0.95% | 17,291 | -3,114 | -15.3% | -$20.55万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $112.34万 | 0.93% | 39,198 | 4,250 | 12.2% | $12.18万 | 加仓 |
| ABBV | ABBVIE INC | $110.79万 | 0.92% | 5,094 | 2,159 | 73.6% | $46.96万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $108.94万 | 0.90% | 66,305 | 2,974 | 4.7% | $4.89万 | 加仓 |
| OKE | ONEOK INC NEW | $107.69万 | 0.89% | 11,914 | 542 | 4.8% | $4.90万 | 加仓 |
| SO | SOUTHERN CO | $105.95万 | 0.88% | 10,977 | 423 | 4.0% | $4.08万 | 加仓 |
| LLY | ELI LILLY & CO | $105.82万 | 0.88% | 1,151 | -497 | -30.2% | -$45.69万 | 减仓 |
| GEV | GE VERNOVA INC | $102.60万 | 0.85% | 1,175 | 38 | 3.3% | $3.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $99.48万 | 0.82% | 2,944 | -1,079 | -26.8% | -$36.46万 | 减仓 |
| EFA | ISHARES TR | $96.69万 | 0.80% | 9,954 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $96.05万 | 0.80% | 6,529 | 509 | 8.5% | $7.49万 | 加仓 |
| GOOG | ALPHABET INC | $93.61万 | 0.78% | 3,263 | -282 | -8.0% | -$8.09万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $93.21万 | 0.77% | 2,759 | -53 | -1.9% | -$1.79万 | 减仓 |
| WMT | WALMART INC | $91.44万 | 0.76% | 7,358 | -978 | -11.7% | -$12.15万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $89.35万 | 0.74% | 39,907 | 4,584 | 13.0% | $10.26万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $89.10万 | 0.74% | 4,835 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $89.06万 | 0.74% | 88,794 | 88,794 | — | $89.06万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $87.19万 | 0.72% | 3,036 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $86.12万 | 0.71% | 15,934 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $83.94万 | 0.70% | 17,372 | 1,062 | 6.5% | $5.13万 | 加仓 |
| GLW | CORNING INC | $83.35万 | 0.69% | 6,130 | 683 | 12.5% | $9.29万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $80.01万 | 0.66% | 17,527 | -247 | -1.4% | -$1.13万 | 减仓 |
| PFE | PFIZER INC | $75.92万 | 0.63% | 27,037 | 1,546 | 6.1% | $4.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $75.40万 | 0.63% | 3,111 | 204 | 7.0% | $4.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $71.19万 | 0.59% | 4,867 | 523 | 12.0% | $7.65万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $69.49万 | 0.58% | 3,289 | 125 | 4.0% | $2.64万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $68.32万 | 0.57% | 1,482 | 75 | 5.3% | $3.46万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $68.27万 | 0.57% | 624 | 18 | 3.0% | $1.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.90万 | 0.56% | 1,417 | -8 | -0.6% | -$3,834 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $67.73万 | 0.56% | 4,097 | 4,097 | — | $67.73万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $62.44万 | 0.52% | 8,291 | 2,543 | 44.2% | $19.15万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $60.91万 | 0.50% | 18,159 | 2,211 | 13.9% | $7.42万 | 加仓 |
| CAT | CATERPILLAR INC | $59.24万 | 0.49% | 836 | 75 | 9.9% | $5.31万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $55.49万 | 0.46% | 15,544 | 15,544 | — | $55.49万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $55.49万 | 0.46% | 7,000 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $54.66万 | 0.45% | 10,800 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $52.86万 | 0.44% | 2,018 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC | $51.53万 | 0.43% | 47,978 | 47,978 | — | $51.53万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $50.97万 | 0.42% | 6,500 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $50.13万 | 0.42% | 3,464 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $49.65万 | 0.41% | 54,387 | 4,649 | 9.3% | $4.24万 | 加仓 |
| EMR | EMERSON ELEC CO | $48.83万 | 0.40% | 3,727 | -312 | -7.7% | -$4.09万 | 减仓 |
| IGSB | ISHARES TR | $48.36万 | 0.40% | 9,200 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $46.43万 | 0.38% | 9,898 | 109 | 1.1% | $5,113 | 加仓 |
| TGT | TARGET CORP | $45.77万 | 0.38% | 3,776 | -138 | -3.5% | -$1.67万 | 减仓 |
| IBDS | ISHARES TR | $44.84万 | 0.37% | 18,500 | 3,500 | 23.3% | $8.48万 | 加仓 |
| IBDU | ISHARES TR | $44.19万 | 0.37% | 19,000 | 9,000 | 90.0% | $20.93万 | 加仓 |
| IBDT | ISHARES TR | $43.06万 | 0.36% | 17,000 | 4,000 | 30.8% | $10.13万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.50万 | 0.32% | 1,850 | -286 | -13.4% | -$5.95万 | 减仓 |
| IBDR | ISHARES TR | $38.06万 | 0.32% | 15,700 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.43万 | 0.30% | 3,028 | -180 | -5.6% | -$2.17万 | 减仓 |
| AMGN | AMGEN INC | $34.32万 | 0.28% | 975 | -25 | -2.5% | -$8,799 | 减仓 |
| CSCO | CISCO SYS INC | $33.18万 | 0.28% | 4,277 | 1 | 0.0% | $78 | 加仓 |
| PLD | PROLOGIS INC. | $32.66万 | 0.27% | 2,471 | -262 | -9.6% | -$3.46万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $27.78万 | 0.23% | 6,102 | 6,102 | — | $27.78万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $27.75万 | 0.23% | 2,872 | 262 | 10.0% | $2.53万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $27.74万 | 0.23% | 459 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $27.37万 | 0.23% | 5,074 | 1,233 | 32.1% | $6.65万 | 加仓 |
| T | AT&T INC | $27.35万 | 0.23% | 9,436 | -36,634 | -79.5% | -$106.20万 | 减仓 |
| MDT | MEDTRONIC PLC | $26.88万 | 0.22% | 3,102 | -237 | -7.1% | -$2.05万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $24.37万 | 0.20% | 1,238 | -128 | -9.4% | -$2.52万 | 减仓 |
| GLXY | GALAXY DIGITAL INC. | $23.98万 | 0.20% | 13,000 | 2,000 | 18.2% | $3.69万 | 加仓 |
| TIP | ISHARES TR | $23.18万 | 0.19% | 2,100 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $8.16万 | 0.07% | 10,000 | 0 | 0.0% | — | 不变 |
| — | XTANT MED HLDGS INC | $5.75万 | 0.05% | 103,000 | 0 | 0.0% | — | 不变 |
| — | DEFI TECHNOLOGIES INC | $3.31万 | 0.03% | 60,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -5,164 | -100.0% | -$48.42万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$43.51万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -498 | -100.0% | -$30.61万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |