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Hardy Reed LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$13.7亿

申报季度: 2026-03-31 · 持股只数: 243

Hardy Reed LLC在最新一期 13F 报告中披露了 243 项持股，申报期为 2026-03-31，总持股市值约为 US$13.7亿，季度换手率为 8.2%。

机构性格雪花图

集中度
29.05
持仓稳定性
8.18
动能／逆势
100
行业集中度
84.89
多样化
100
仓位均衡度
59.12

近期动向

  • 减仓 JPM

    -0.2%　-US$1144.3万

  • 减仓 VOO

    -1.2%　-US$1038.9万

  • 加仓 IXUS

    -0.6%　US$230.3万

  • 加仓 FNDF

    +0.3%　US$411.8万

  • 加仓 BNDX

    +4.5%　US$263.7万

  • 减仓 VTI

    +0.9%　-US$874.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他18.03%-0.22%+0.94%
2VOOVanguard S&p 500 ETFETF-大型股与成长12.10%-0.47%-1.23%
3IXUSIshares Core Intl Stock ETFETF-其他10.02%+0.39%-0.64%
4JPMJpmorgan Chase & Co股票-金融8.59%-0.62%-0.16%
5BNDXVanguard Total Intl Bond ETFETF-其他5.10%+0.31%+4.51%
6FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他3.81%+0.38%+0.31%
7AAPLApple INC股票-科技2.50%-0.11%+0.03%
8VXUSVanguard Total Intl StockETF-其他2.16%+0.09%-0.59%
9BRK-ABerkshire Hathaway Inc-cl A股票-其他1.89%-0.05%—
10VCSHVanguard S/t CORP Bond ETFETF-投资级公司债1.88%+0.12%+4.87%
11DCORDimensional US Core Eq 1 ETFETF-其他1.84%+0.11%+6.32%
12SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.49%-0.04%-0.03%
13VYMVanguard High Dvd Yield ETFETF-其他1.27%—-2.66%
14SPSBSs Spdr P St C CORP ETFETF-其他1.27%—+1.76%
15IJRIshares Core S&p Small-cap EETF-中小型股1.20%+0.06%-0.04%
16IVVIshares Core S&p 500 ETFETF-大型股与成长1.20%-0.05%-1.31%
17GOOGLAlphabet Inc-cl A股票-通信服务1.19%-0.08%+0.14%
18IJHIshares Core S&p Midcap ETFETF-其他0.93%—+0.03%
19IWFIshares Russell 1000 GrowthETF-其他0.86%-0.07%-0.01%
20IEFAIshares Core Msci Eafe ETFETF-其他0.83%—-0.07%
21MSFTMicrosoft CORP股票-科技0.75%-0.18%+3.06%
22NVDANvidia CORP股票-科技0.69%-0.02%+1.33%
23DFASDimensional US Small Cap ETFETF-中小型股0.64%—+1.27%
24VTVVanguard Value ETFETF-其他0.62%——
25AMZNAmazon.com INC股票-周期性消费0.60%-0.03%+3.49%
26HBANHuntington Bancshares INC股票-金融0.59%+0.59%NEW
27ITOTIshares Core S&p Total U.s.ETF-其他0.58%—+2.04%
28GOOGAlphabet Inc-cl C股票-通信服务0.56%-0.04%-0.71%
29DFAUDimensional US Core Equity METF-其他0.46%—+0.24%
30IWDIshares Russell 1000 Value EETF-其他0.46%——
31VNQVanguard Real Estate ETFETF-其他0.46%——
32BIVVanguard Intermediate-term BETF-其他0.41%—+2.94%
33VWOVanguard Ftse Emerging MarkeETF-新兴市场0.36%——
34AVGOBroadcom INC股票-科技0.35%—+16.59%
35GEVGE Vernova INC股票-工业0.34%-0.03%-32.94%
36DFUSDimensional US Eq Mkt ETFETF-其他0.33%——
37VVisa Inc-class A Shares股票-金融0.32%-0.03%+2.81%
38NSCNorfolk Southern CORP股票-工业0.31%—+0.14%
39XOMExxon Mobil CORP股票-能源0.31%+0.10%+0.24%
40QQQInvesco Qqq Trust Series 1ETF-科技型0.28%——
41TTTrane Technologies plc股票-工业0.26%—+0.81%
42HDHome Depot INC股票-周期性消费0.24%—+0.23%
43METAMeta Platforms Inc-class A股票-通信服务0.24%-0.04%-0.80%
44IAGGIshares Intl Aggregate BondETF-其他0.23%—-1.92%
45APHAmphenol Corp-cl A股票-科技0.23%—+0.04%
46JNJJohnson & Johnson股票-医疗保健0.23%+0.04%+0.20%
47CATCaterpillar INC股票-工业0.22%+0.05%+0.19%
48SOXQInvesco Phlx SemiconductorETF-其他0.20%——
49AMATApplied Materials INC股票-科技0.19%+0.05%+0.09%
50AXPAmerican Express Co股票-金融0.19%-0.04%-0.90%
1–50 of 243

本季持股变动

Hardy Reed LLC 在 2026-03-31 最显著的持仓异动： 清仓: Cadence Bank (CADE); 新建仓: Huntington Bancshares INC (HBAN); 新建仓: Freeport-mcmoran INC (FCX); 清仓: Intercontinental Exchange In (ICE); 新建仓: AstraZeneca PLC (AZN).

Hardy Reed LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IXUSIshares Core Intl Stock ETF+0.4%-0.64%减仓
2FNDFSchwab Fndmn Intl Lrg Co ETF+0.4%+0.31%加仓
3BNDXVanguard Total Intl Bond ETF+0.3%+4.51%加仓
4VCSHVanguard S/t CORP Bond ETF+0.1%+4.87%加仓
5DCORDimensional US Core Eq 1 ETF+0.1%+6.32%加仓
6XOMExxon Mobil CORP+0.1%+0.24%加仓
7VXUSVanguard Total Intl Stock+0.1%-0.59%减仓
8BABoeing Co/the+0.1%+95.22%加仓
9IJRIshares Core S&p Small-cap E+0.1%-0.04%减仓
10AMATApplied Materials INC+0.1%+0.09%加仓
11CATCaterpillar INC+0.1%+0.19%加仓
12CVXChevron CORP0%+1.66%加仓
13JNJJohnson & Johnson0%+0.20%加仓
14DUHPDimensional US High Profi Et0%+85.41%加仓
15HONHoneywell International INC0%+0.86%加仓
16UBERUber Technologies INC0%+34.91%加仓
17LRCXLam Research CORP0%+0.32%加仓
18NVDANvidia CORP0%+1.33%加仓
19ADBEAdobe INC0%+0.48%加仓
20DHRDanaher CORP0%+0.90%加仓
21AMZNAmazon.com INC0%+3.49%加仓
22VVisa Inc-class A Shares0%+2.81%加仓
23GEVGE Vernova INC0%-32.94%减仓
24BKNGBooking Holdings INC0%-0.49%减仓
25MAMastercard INC - A0%-2.91%减仓
26ACNAccenture plc0%-4.68%减仓
27SPYSs Spdr S&p 500 ETF Trust-us0%-0.03%减仓
28GOOGAlphabet Inc-cl C0%-0.71%减仓
29AXPAmerican Express Co0%-0.90%减仓
30METAMeta Platforms Inc-class A0%-0.80%减仓
31BRK-ABerkshire Hathaway Inc-cl A-0.1%—不变
32IVVIshares Core S&p 500 ETF-0.1%-1.31%减仓
33IWFIshares Russell 1000 Growth-0.1%-0.01%减仓
34TMOThermo Fisher Scientific INC-0.1%-20.98%减仓
35GOOGLAlphabet Inc-cl A-0.1%+0.14%加仓
36QCOMQualcomm INC-0.1%-72.23%减仓
37AAPLApple INC-0.1%+0.03%加仓
38MSFTMicrosoft CORP-0.2%+3.06%加仓
39VTIVanguard Total Stock Mkt ETF-0.2%+0.94%加仓
40VOOVanguard S&p 500 ETF-0.5%-1.23%减仓
41JPMJpmorgan Chase & Co-0.6%-0.16%减仓
42CADECadence Bank—EXIT清仓
43HBANHuntington Bancshares INC—NEW新建仓
44FCXFreeport-mcmoran INC—NEW新建仓
45ICEIntercontinental Exchange In—EXIT清仓
46AZNAstraZeneca PLC—NEW新建仓
47ELVElevance Health INC—EXIT清仓
48NVONovo-nordisk A/s-spons Adr—EXIT清仓
49KGSKodiak Gas Services INC—NEW新建仓
50AZNNAstrazeneca Plc-spons Adr—EXIT清仓

FAQ

Hardy Reed LLC 是什么机构？属于哪种投资人类型？
Hardy Reed LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$13.7亿，分布在 243 个已申报仓位之中。
Hardy Reed LLC 目前前几大持股有哪些？
根据最新 13F 申报，Hardy Reed LLC 按市值排列的前几大持股为： 1. Vanguard Total Stock Mkt ETF (VTI) — US$2.5亿 (18.0%) 2. Vanguard S&p 500 ETF (VOO) — US$1.7亿 (12.1%) 3. Ishares Core Intl Stock ETF (IXUS) — US$1.4亿 (10.0%) 4. Jpmorgan Chase & Co (JPM) — US$1.2亿 (8.6%) 5. Vanguard Total Intl Bond ETF (BNDX) — US$6985.8万 (5.1%)
Hardy Reed LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Hardy Reed LLC 共进行了 49 项显著调整：新建仓 4 个仓位、加仓 23 个既有持股、减仓 17 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Cadence Bank (CADE); 新建仓: Huntington Bancshares INC (HBAN); 新建仓: Freeport-mcmoran INC (FCX); 清仓: Intercontinental Exchange In (ICE); 新建仓: AstraZeneca PLC (AZN)
Hardy Reed LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Hardy Reed LLC 的主要板块分布如下： • Financials: 45.4% • Information Technology: 24.0% • Communication Services: 10.3% • Industrials: 5.9% • Consumer Discretionary: 5.3% • Health Care: 4.4%