Hardy Reed LLC
CIK 1761871 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.6B
- 持仓
- 252
- 截至
- 2026年6月30日
按 13F 价值排名第 1813（共 9443） · 前 19.2%
投资组合价值同比（季度）：+13.6% 13F不披露现金
- 前十大持仓权重
- 65.68%
- 前二十五大持仓权重
- 80.71%
- 持仓高于 1%
- 17
- 有效持仓数量
- 13.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.39% 估计买入 $52323025 · 卖出 $20349564
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 77.8% 仍持有
- 新仓位
- 29
- 增加
- 105
- 减少
- 66
- 已结清
- 20
本页内容
行业细分
Financials
9.8%
Technology
6.0%
Industrials
2.7%
Communication Services
2.3%
Retail
1.4%
Financial Services
1.3%
Healthcare
1.2%
Energy
1.1%
Materials
0.3%
Consumer Discretionary
0.3%
Utilities
0.2%
Consumer Staples
0.2%
Communications
0.1%
Logistics & Transportation
0.1%
Real Estate
0.1%
Consumer products
0.0%
Diversified Consumer Services
0.0%
其他/未映射
72.9%
完整投资组合 252 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $289379766 | 18.58% | 782023 | $42176630 | 上涨 ×2 | ||
| VOO | $188972510 | 12.13% | 275145 | $23045871 | 下跌 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $151301356 | 9.71% | 1585303 | $13906674 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $131368004 | 8.43% | 401332 | $13610461 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $74378020 | 4.78% | 1535784 | $4519662 | 上涨 ×2 | ||
| FNDF | $55335322 | 3.55% | 1048812 | $3139293 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $38968980 | 2.50% | 134673 | $4750220 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $32622557 | 2.09% | 381595 | $3058120 | 下跌 ×2 | ||
| DCOR | $32551826 | 2.09% | 397070 | $7277454 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $28066003 | 1.80% | 355131 | $2290649 | 上涨 ×2 | ||
| BRKA | $26958600 | 1.73% | 36 | $1105560 | |||
| SPY SPY | $23106558 | 1.48% | 30942 | $2651413 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $20312911 | 1.30% | 56840 | $3970013 | 上涨 ×2 | ||
| IJR | $19639952 | 1.26% | 132425 | $3184167 | 上涨 ×1 | ||
| IVV | $18171854 | 1.17% | 24265 | $1736819 | 下跌 ×2 | ||
| VYM | $17608019 | 1.13% | 111422 | $187312 | 下跌 ×2 | ||
| SPSB | $17331856 | 1.11% | 577536 | $-76028 | 下跌 ×1 | ||
| IJH | $14594765 | 0.94% | 189272 | $1816940 | 上涨 ×2 | ||
| IWF | $13725256 | 0.88% | 110536 | $1942118 | 上涨 ×1 | ||
| IEFA | $12151793 | 0.78% | 125821 | $768641 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $10804860 | 0.69% | 54000 | $1410978 | 上涨 ×2 | ||
| DFAS | $10418275 | 0.67% | 126528 | $1668893 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $10381520 | 0.67% | 27831 | $50075 | 下跌 ×1 | ||
| HBAN Huntington Bancshares Incorporated - Common Stock | $9510026 | 0.61% | 536380 | $1391087 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9500710 | 0.61% | 39862 | $1210939 | 上涨 ×2 | ||
| VTV | $9444215 | 0.61% | 43336 | $952482 | 上涨 ×1 | ||
| ITOT | $9195507 | 0.59% | 55978 | $1222560 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $8859044 | 0.57% | 25073 | $1215372 | 下跌 ×2 | ||
| DFAU | $7270302 | 0.47% | 140652 | $917270 | 下跌 ×1 | ||
| IWD | $7194838 | 0.46% | 29678 | $853539 | |||
| VNQ | $6805258 | 0.44% | 70572 | $545521 | |||
| GEV GE Vernova Inc. Common Stock | $6232633 | 0.40% | 5305 | $1573965 | 下跌 ×2 | ||
| BIV | $5546653 | 0.36% | 72316 | $-60027 | 下跌 ×1 | ||
| VWO | $5498942 | 0.35% | 92125 | $522396 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5421091 | 0.35% | 14351 | $556831 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5334294 | 0.34% | 7378 | $2757880 | 下跌 ×1 | ||
| DFUS | $5244652 | 0.34% | 64006 | $705986 | |||
| SOXQ Invesco PHLX Semiconductor ETF | $5044500 | 0.32% | 45000 | $2358000 | |||
| QQQ Invesco QQQ Trust, Series 1 | $4869814 | 0.31% | 6613 | $1057540 | 上涨 ×1 | ||
| V Visa Inc. | $4807378 | 0.31% | 14012 | $442427 | 下跌 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $4744961 | 0.30% | 15083 | $429342 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $4662133 | 0.30% | 4378 | $1646927 | 上涨 ×2 | ||
| AZO AutoZone, Inc. Common Stock | $4538235 | 0.29% | 1420 | 上涨 ×1 | |||
| APH Amphenol Corporation Common Stock | $4349286 | 0.28% | 24667 | $1225155 | 下跌 ×1 | ||
| TT Trane Technologies plc | $4260813 | 0.27% | 8675 | $642676 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $4208800 | 0.27% | 3509 | $3030574 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $3757453 | 0.24% | 10654 | $405077 | 上涨 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $3594010 | 0.23% | 10539 | $1907283 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $3478071 | 0.22% | 25439 | $-744830 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3307336 | 0.21% | 13023 | $214548 | 上涨 ×2 | ||
| IAGG | $3208698 | 0.21% | 63413 | $74242 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3172409 | 0.20% | 7321 | $1611622 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3062608 | 0.20% | 5437 | $-280920 | 下跌 ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $3030182 | 0.19% | 6345 | $895013 | 上涨 ×2 | ||
| IWN | $2944615 | 0.19% | 13312 | $420792 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $2837686 | 0.18% | 11525 | $411356 | 下跌 ×1 | ||
| AXP American Express Company Common Stock | $2818976 | 0.18% | 8334 | $260297 | 下跌 ×2 | ||
| MGC | $2572122 | 0.17% | 9400 | $350432 | |||
| UBER Uber Technologies, Inc. Common Stock | $2537074 | 0.16% | 35159 | $440170 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $2528453 | 0.16% | 4923 | $12165 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2419771 | 0.16% | 9616 | $264010 | 下跌 ×2 | ||
| VEA | $2303228 | 0.15% | 32326 | $196149 | 下跌 ×2 | ||
| BLK BlackRock, Inc. Common Stock | $2294283 | 0.15% | 2386 | $52536 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 438516205) | $2274377 | 0.15% | 10158 | 上涨 ×1 | |||
| VTHR Vanguard Russell 3000 ETF | $2211938 | 0.14% | 6674 | $292664 | |||
| ACWX iShares MSCI ACWI ex U.S. ETF | $2120273 | 0.14% | 27858 | $212835 | |||
| NEE NextEra Energy, Inc. Common Stock | $2081051 | 0.13% | 23710 | $-111128 | 上涨 ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2063195 | 0.13% | 2040 | $420282 | 上涨 ×2 | ||
| LIN Linde plc - Ordinary Shares | $2038397 | 0.13% | 3928 | $160953 | 上涨 ×2 | ||
| MDY | $1951769 | 0.13% | 2775 | $240260 | |||
| PM Philip Morris International Inc Common Stock | $1914571 | 0.12% | 10583 | $128568 | 下跌 ×1 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $1863473 | 0.12% | 29631 | $131461 | 上涨 ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $1863379 | 0.12% | 8530 | $244352 | 上涨 ×2 | ||
| GE GE Aerospace Common Stock | $1858186 | 0.12% | 4972 | $466010 | 上涨 ×1 | ||
| BSV | $1855006 | 0.12% | 23810 | $-614 | 上涨 ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1830525 | 0.12% | 10270 | $108504 | 上涨 ×1 | ||
| VBR | $1806874 | 0.12% | 7436 | $191403 | |||
| BA Boeing Company (The) Common Stock | $1782631 | 0.11% | 8235 | $156157 | 上涨 ×2 | ||
| VSGX | $1671914 | 0.11% | 20305 | $215436 | |||
| SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares | $1669984 | 0.11% | 5010 | $1107411 | |||
| XLK XLK | $1643045 | 0.11% | 8624 | $496915 | |||
| DHR Danaher Corporation Common Stock | $1615842 | 0.10% | 8483 | $41593 | 上涨 ×2 | ||
| EFG | $1557739 | 0.10% | 12520 | $163386 | |||
| DUHP | $1485046 | 0.10% | 35587 | $685074 | 上涨 ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1386155 | 0.09% | 4140 | 上涨 ×1 | |||
| ESML | $1370845 | 0.09% | 24510 | $154625 | 下跌 ×1 | ||
| SNPS Synopsys, Inc. - Common Stock | $1359622 | 0.09% | 3048 | $52030 | 下跌 ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1322978 | 0.08% | 665 | $448588 | 上涨 ×2 | ||
| FTI TechnipFMC plc Ordinary Share | $1314796 | 0.08% | 19831 | 上涨 ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $1303203 | 0.08% | 8602 | $-90978 | 下跌 ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1287603 | 0.08% | 13982 | $-101940 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $1279159 | 0.08% | 11294 | $-434787 | 下跌 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1248214 | 0.08% | 2893 | $779458 | 上涨 ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1227653 | 0.08% | 13305 | $-30928 | 下跌 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $1171788 | 0.08% | 1198 | $90338 | 下跌 ×2 | ||
| TRGP Targa Resources, Inc. Common Stock | $1159438 | 0.07% | 4324 | $76033 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 43849R105) | $1151385 | 0.07% | 5208 | 上涨 ×1 | |||
| NTES NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | $1135321 | 0.07% | 8860 | $179017 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1095348 | 0.07% | 15341 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1080638 | 0.07% | 2600 | $362492 | 下跌 ×1 | ||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| AZO | $4538235 | 1420 | 0.29% |
| 未知发行人 (CUSIP: 438516205) | $2274377 | 10158 | 0.15% |
| VRT | $1386155 | 4140 | 0.09% |
| FTI | $1314796 | 19831 | 0.08% |
| 未知发行人 (CUSIP: 43849R105) | $1151385 | 5208 | 0.07% |
| NFLX | $1095348 | 15341 | 0.07% |
| AMD | $503069 | 866 | 0.03% |
| SO | $348863 | 3645 | 0.02% |
| ASX | $321932 | 7135 | 0.02% |
| C | $313931 | 2243 | 0.02% |
| WDC | $287424 | 450 | 0.02% |
| SAN | $272371 | 19737 | 0.02% |
| MRCY | $259952 | 2125 | 0.02% |
| NOVT | $256826 | 1583 | 0.02% |
| JBHT | $245727 | 849 | 0.02% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CADE | 2026年3月31日 | 205378 | $8798394 | 不再跟踪 |
| HON | 2026年6月30日 | 10362 | $2342098 | 0.8% |
| CVX | 2026年6月30日 | 10919 | $2259226 | 24.9% |
| IYH | 2025年3月31日 | 37000 | $2155990 | 不再跟踪 |
| TMO | 2026年6月30日 | 4027 | $1979392 | 22.7% |
| ICE | 2026年3月31日 | 10322 | $1671752 | 0.9% |
| TMUS | 2026年6月30日 | 6001 | $1260391 | 10.8% |
| MU | 2025年3月31日 | 7539 | $634483 | 967.2% |
| EFA | 2025年3月31日 | 7670 | $579929 | 不再跟踪 |
| BLDR | 2026年6月30日 | 6000 | $493980 | -19.7% |
| ELV | 2026年3月31日 | 1335 | $467985 | 36.8% |
| MASI | 2026年6月30日 | 2381 | $423509 | 不再跟踪 |
| NVO | 2026年3月31日 | 7177 | $365166 | 27.7% |
| IBM | 2025年3月31日 | 1496 | $328866 | -5.5% |
| CRH | 2026年6月30日 | 3050 | $320616 | -11.7% |
| ZTS | 2026年6月30日 | 2550 | $301436 | 7.2% |
| GLOB | 2025年3月31日 | 1387 | $297401 | -66.2% |
| SPHQ | 2025年3月31日 | 4433 | $297144 | 不再跟踪 |
| BABA | 2026年6月30日 | 2343 | $293953 | 33.3% |
| SWK | 2025年3月31日 | 3581 | $287519 | 30.5% |
| USB | 2025年3月31日 | 5964 | $285259 | 52.7% |
| TM | 2026年6月30日 | 1381 | $284611 | 12.1% |
| T | 2026年6月30日 | 9772 | $283286 | 22.3% |
| SAP | 2026年3月31日 | 1087 | $264044 | 25.4% |
| MSI | 2026年6月30日 | 602 | $261250 | 15.4% |
| ISRG | 2026年3月31日 | 447 | $253163 | -12.7% |
| FIVE | 2026年6月30日 | 1091 | $249272 | 35.3% |
| THO | 2026年3月31日 | 2413 | $247743 | 0.9% |
| ALTR | 2025年3月31日 | 2270 | $247680 | 不再跟踪 |
| EXPO | 2026年3月31日 | 3543 | $246097 | 7.3% |
| AAON | 2025年3月31日 | 2067 | $243245 | 3.1% |
| COST | 2026年6月30日 | 243 | $242133 | 4.2% |
| NBIS | 2025年3月31日 | 8700 | $240990 | 922.3% |
| DPZ | 2026年6月30日 | 660 | $236802 | 15.5% |
| HDB | 2026年6月30日 | 9385 | $233499 | -10.1% |
| THO | 2025年3月31日 | 2413 | $230949 | 6.4% |
| SWKS | 2025年3月31日 | 2578 | $228618 | 7.5% |
| TM | 2025年3月31日 | 1166 | $226916 | 7.0% |
| MGA | 2025年3月31日 | 5417 | $226377 | 110.2% |
| PSX | 2026年6月30日 | 1231 | $224264 | 43.6% |
| MELI | 2026年6月30日 | 128 | $221315 | 7.2% |
| AXON | 2025年3月31日 | 370 | $219899 | 20.3% |
| WK | 2026年3月31日 | 2543 | $219334 | 23.3% |
| ROAD | 2026年3月31日 | 2000 | $217100 | 2.9% |
| NICE | 2025年3月31日 | 1270 | $215697 | -34.5% |
| FSV | 2025年3月31日 | 1190 | $215414 | -12.4% |
| ICLR | 2026年3月31日 | 1147 | $209007 | 56.9% |
| GNTX | 2026年3月31日 | 8894 | $206964 | 9.1% |
| RBA | 2026年3月31日 | 2001 | $205843 | -8.3% |
| CBOE | 2026年6月30日 | 732 | $205744 | 不再跟踪 |
| BL | 2026年3月31日 | 3715 | $205403 | -15.8% |
| KMB | 2025年3月31日 | 1542 | $202064 | -23.2% |
| IWB | 2026年3月31日 | 540 | $201658 | 不再跟踪 |
| FIVE | 2025年3月31日 | 1909 | $200369 | 224.6% |
| CCC | 2026年6月30日 | 12217 | $73302 | 45.8% |