Hardy Reed LLC
- SEC CIK
- 0001761871
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/3。SEC
- 持股檔數
- 252
- 較 2026 年第 1 季 +9
- 總值
- $15.58 億
- 較 2026 年第 1 季 +$1.87 億 (+13.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 782,023 | $2.89 億 | 18.58% | +11,464+1.5% | 加碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 275,145 | $1.89 億 | 12.13% | −2,533−0.9% | 減碼 | – |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 1,585,303 | $1.51 億 | 9.71% | −5080.0% | 減碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 401,332 | $1.31 億 | 8.43% | +1,014+0.3% | 加碼 | 查看 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407 | ETF | 1,535,784 | $7,437.8 萬 | 4.78% | +81,916+5.6% | 加碼 | – |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755 | ETF | 1,048,812 | $5,533.53 萬 | 3.55% | −17,937−1.7% | 減碼 | – |
| AAPLAPPLE INC COM | Stock | 134,673 | $3,896.9 萬 | 2.50% | −158−0.1% | 減碼 | 查看 |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 381,595 | $3,262.26 萬 | 2.09% | −1,811−0.5% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V625 | US COR EQU 1 ETF | 397,070 | $3,255.18 萬 | 2.09% | +46,427+13.2% | 加碼 | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 355,131 | $2,806.6 萬 | 1.80% | +29,972+9.2% | 加碼 | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 36 | $2,695.86 萬 | 1.73% | 00.0% | 不變 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 30,942 | $2,310.66 萬 | 1.48% | −511−1.6% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 56,840 | $2,031.29 萬 | 1.30% | +70.0% | 加碼 | 查看 |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 132,425 | $1,964 萬 | 1.26% | +480.0% | 加碼 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 24,265 | $1,817.19 萬 | 1.17% | −895−3.6% | 減碼 | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 111,422 | $1,760.8 萬 | 1.13% | −6,206−5.3% | 減碼 | – |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474 | ETF | 577,536 | $1,733.19 萬 | 1.11% | −1,376−0.2% | 減碼 | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 189,272 | $1,459.48 萬 | 0.94% | +550.0% | 加碼 | – |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 110,536 | $1,372.53 萬 | 0.88% | +82,902+300.0% | 加碼 | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 125,821 | $1,215.18 萬 | 0.78% | +82+0.1% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 54,000 | $1,080.49 萬 | 0.69% | +136+0.3% | 加碼 | 查看 |
| DIMENSIONAL U.S. SMALL CAP ETF25434V500 | ETF | 126,528 | $1,041.83 萬 | 0.67% | +3,522+2.9% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 27,831 | $1,038.15 萬 | 0.67% | −79−0.3% | 減碼 | 查看 |
| HBANHUNTINGTON BANCSHARES INC | COM | 536,380 | $951 萬 | 0.61% | +17,598+3.4% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 39,862 | $950.07 萬 | 0.61% | +59+0.1% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 43,336 | $944.42 萬 | 0.61% | +55+0.1% | 加碼 | – |
| ISHARES TR464287150 | CORE S&P TTL STK | 55,978 | $919.55 萬 | 0.59% | 00.0% | 不變 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 25,073 | $885.9 萬 | 0.57% | −1,573−5.9% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 140,652 | $727.03 萬 | 0.47% | −151−0.1% | 減碼 | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 29,678 | $719.48 萬 | 0.46% | 00.0% | 不變 | – |
| VANGUARD REAL ESTATE ETF922908553 | ETF | 70,572 | $680.53 萬 | 0.44% | 00.0% | 不變 | – |
| GEVGE VERNOVA INC COM | Stock | 5,305 | $623.26 萬 | 0.40% | −32−0.6% | 減碼 | 查看 |
| VANGUARD INTERMEDIATE-TERM BOND ETF921937819 | ETF | 72,316 | $554.67 萬 | 0.36% | −328−0.5% | 減碼 | – |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 92,125 | $549.89 萬 | 0.35% | +52+0.1% | 加碼 | – |
| AVGOBROADCOM INC COM | Stock | 14,351 | $542.11 萬 | 0.35% | −1,365−8.7% | 減碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 7,378 | $533.43 萬 | 0.34% | −160−2.1% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 64,006 | $524.47 萬 | 0.34% | 00.0% | 不變 | – |
| INVESCO EXCH TRADED FD TR II46138G615 | INVESCO PHLX SM | 45,000 | $504.45 萬 | 0.32% | 00.0% | 不變 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 6,613 | $486.98 萬 | 0.31% | +8+0.1% | 加碼 | – |
| VVISA INC COM CL A | Stock | 14,012 | $480.74 萬 | 0.31% | −430−3.0% | 減碼 | 查看 |
| NSCNORFOLK SOUTHN CORP COM | Stock | 15,083 | $474.5 萬 | 0.30% | +46+0.3% | 加碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 4,378 | $466.21 萬 | 0.30% | +122+2.9% | 加碼 | 查看 |
| AZOAUTOZONE INC | COM | 1,420 | $453.82 萬 | 0.29% | +1,420 | 新進 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 24,667 | $434.93 萬 | 0.28% | −59−0.2% | 減碼 | 查看 |
| TTTRANE TECHNOLOGIES PLC | SHS | 8,675 | $426.08 萬 | 0.27% | −7−0.1% | 減碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 3,509 | $420.88 萬 | 0.27% | +2,228+173.9% | 加碼 | 查看 |
| HDHOME DEPOT INC COM | Stock | 10,654 | $375.75 萬 | 0.24% | +461+4.5% | 加碼 | 查看 |
| PANWPALO ALTO NETWORKS INC COM | Stock | 10,539 | $359.4 萬 | 0.23% | +18+0.2% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 25,439 | $347.81 萬 | 0.22% | +549+2.2% | 加碼 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 13,023 | $330.73 萬 | 0.21% | +370+2.9% | 加碼 | 查看 |
| ISHARES TR46435G672 | CORE INTL AGGR | 63,413 | $320.87 萬 | 0.21% | +774+1.2% | 加碼 | – |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 7,321 | $317.24 萬 | 0.20% | +16+0.2% | 加碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 5,437 | $306.26 萬 | 0.20% | −407−7.0% | 減碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 6,345 | $303.02 萬 | 0.19% | +27+0.4% | 加碼 | 查看 |
| ISHARES TR464287630 | RUS 2000 VAL ETF | 13,312 | $294.46 萬 | 0.19% | 00.0% | 不變 | – |
| PNCPNC FINL SVCS GROUP INC COM | Stock | 11,525 | $283.77 萬 | 0.18% | −135−1.2% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 8,334 | $281.9 萬 | 0.18% | −125−1.5% | 減碼 | 查看 |
| VANGUARD WORLD FD921910873 | MEGA CAP INDEX | 9,400 | $257.21 萬 | 0.17% | 00.0% | 不變 | – |
| UBERUBER TECHNOLOGIES INC COM | Stock | 35,159 | $253.71 萬 | 0.16% | +6,007+20.6% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 4,923 | $252.85 萬 | 0.16% | −113−2.2% | 減碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 9,616 | $241.98 萬 | 0.16% | −296−3.0% | 減碼 | 查看 |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 32,326 | $230.32 萬 | 0.15% | −556−1.7% | 減碼 | – |
| BLKBLACKROCK INC COM | Stock | 2,386 | $229.43 萬 | 0.15% | +55+2.4% | 加碼 | 查看 |
| HONHONEYWELL INTL INC COM | Stock | 10,158 | $227.44 萬 | 0.15% | +10,158 | 新進 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C599 | VNG RUS3000IDX | 6,674 | $221.19 萬 | 0.14% | 00.0% | 不變 | – |
| ISHARES MSCI ACWI EX U.S. ETF464288240 | ETF | 27,858 | $212.03 萬 | 0.14% | 00.0% | 不變 | – |
| NEENEXTERA ENERGY INC COM | Stock | 23,710 | $208.11 萬 | 0.13% | +108+0.5% | 加碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 2,040 | $206.32 萬 | 0.13% | +98+5.0% | 加碼 | 查看 |
| LINLINDE PLC SHS | Stock | 3,928 | $203.84 萬 | 0.13% | +141+3.7% | 加碼 | 查看 |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 2,775 | $195.18 萬 | 0.13% | 00.0% | 不變 | 查看 |
| PMPHILIP MORRIS INTL INC COM | Stock | 10,583 | $191.46 萬 | 0.12% | −219−2.0% | 減碼 | 查看 |
| FCXFREEPORT MCMORAN INC CL B | Stock | 29,631 | $186.35 萬 | 0.12% | +165+0.6% | 加碼 | 查看 |
| PGRPROGRESSIVE CORP COM | Stock | 8,530 | $186.34 萬 | 0.12% | +363+4.4% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 4,972 | $185.82 萬 | 0.12% | +66+1.3% | 加碼 | 查看 |
| VANGUARD SHORT-TERM BOND ETF921937827 | ETF | 23,810 | $185.5 萬 | 0.12% | +144+0.6% | 加碼 | – |
| BKNGBOOKING HOLDINGS INC COM | Stock | 10,270 | $183.05 萬 | 0.12% | +9,861+2,411.0% | 加碼 | 查看 |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 7,436 | $180.69 萬 | 0.12% | 00.0% | 不變 | – |
| BABOEING CO COM | Stock | 8,235 | $178.26 萬 | 0.11% | +63+0.8% | 加碼 | 查看 |
| VANGUARD WORLD FD921910725 | ESG INTL STK ETF | 20,305 | $167.19 萬 | 0.11% | 00.0% | 不變 | – |
| SIMOSILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 5,010 | $167 萬 | 0.11% | 00.0% | 不變 | 查看 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 8,624 | $164.3 萬 | 0.11% | 00.0% | 不變 | – |
| DHRDANAHER CORP DEL COM | Stock | 8,483 | $161.58 萬 | 0.10% | +180+2.2% | 加碼 | 查看 |
| ISHARES TR464288885 | EAFE GRWTH ETF | 12,520 | $155.77 萬 | 0.10% | 00.0% | 不變 | – |
| DIMENSIONAL ETF TRUST25434V831 | US HIGH PROF ETF | 35,587 | $148.5 萬 | 0.10% | +13,825+63.5% | 加碼 | – |
| VRTVERTIV HOLDINGS CO | COM CL A | 4,140 | $138.62 萬 | 0.09% | +4,140 | 新進 | 查看 |
| ISHARES TR46435U663 | ESG AWARE MSCI | 24,510 | $137.08 萬 | 0.09% | −1,356−5.2% | 減碼 | – |
| SNPSSYNOPSYS INC | COM | 3,048 | $135.96 萬 | 0.09% | −250−7.6% | 減碼 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 665 | $132.3 萬 | 0.08% | +3+0.5% | 加碼 | 查看 |
| FTITECHNIPFMC PLC | COM | 19,831 | $131.48 萬 | 0.08% | +19,831 | 新進 | 查看 |
| TJXTJX COS INC NEW COM | Stock | 8,602 | $130.32 萬 | 0.08% | −128−1.5% | 減碼 | 查看 |
| ORLYOREILLY AUTOMOTIVE INC COM | Stock | 13,982 | $128.76 萬 | 0.08% | −1,071−7.1% | 減碼 | 查看 |
| WMTWALMART INC COM | Stock | 11,294 | $127.92 萬 | 0.08% | −2,497−18.1% | 減碼 | 查看 |
| DELLDELL TECHNOLOGIES INC CL C | Stock | 2,893 | $124.82 萬 | 0.08% | +37+1.3% | 加碼 | 查看 |
| SCHWCHARLES SCHWAB CORP (THE) COM | Stock | 13,305 | $122.77 萬 | 0.08% | −87−0.6% | 減碼 | 查看 |
| PHPARKER-HANNIFIN CORP COM | Stock | 1,198 | $117.18 萬 | 0.08% | −10−0.8% | 減碼 | 查看 |
| TRGPTARGA RES CORP | COM | 4,324 | $115.94 萬 | 0.07% | +3+0.1% | 加碼 | 查看 |
| HONAHONEYWELL AEROSPACE INC | COM | 5,208 | $115.14 萬 | 0.07% | +5,208 | 新進 | 查看 |
| NTESNETEASE COM INC | SPONSORED ADS | 8,860 | $113.53 萬 | 0.07% | +317+3.7% | 加碼 | 查看 |
| NFLXNETFLIX INC. COM | Stock | 15,341 | $109.53 萬 | 0.07% | +15,341 | 新進 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 2,600 | $108.06 萬 | 0.07% | −54−2.0% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（20 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 10,362 | $234.21 萬 | 0.17% |
| CVXCHEVRON CORPORATION COM | Stock | 10,919 | $225.92 萬 | 0.16% |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 4,027 | $197.94 萬 | 0.14% |
| TMUST-MOBILE US INC COM | Stock | 6,001 | $126.04 萬 | 0.09% |
| BLDRBUILDERS FIRSTSOURCE INC COM | Stock | 6,000 | $49.4 萬 | 0.04% |
| MASIMO CORP574795100 | COM | 2,381 | $42.35 萬 | 0.03% |
| CRHCRH PLC | ORD | 3,050 | $32.06 萬 | 0.02% |
| ZTSZOETIS INC CL A | Stock | 2,550 | $30.14 萬 | 0.02% |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 2,343 | $29.4 萬 | 0.02% |
| TMTOYOTA MOTOR CORP | ADS | 1,381 | $28.46 萬 | 0.02% |
| TAT&T INC COM | Stock | 9,772 | $28.33 萬 | 0.02% |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 602 | $26.13 萬 | 0.02% |
| FIVEFIVE BELOW INC | COM | 1,091 | $24.93 萬 | 0.02% |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 243 | $24.21 萬 | 0.02% |
| DPZDOMINOS PIZZA INC | COM | 660 | $23.68 萬 | 0.02% |
| HDBHDFC BANK LTD | SPONSORED ADS | 9,385 | $23.35 萬 | 0.02% |
| PSXPHILLIPS 66 COM | Stock | 1,231 | $22.43 萬 | 0.02% |
| MELIMERCADOLIBRE INC | COM | 128 | $22.13 萬 | 0.02% |
| CBOECBOE GLOBAL MKTS INC | COM | 732 | $20.57 萬 | 0.02% |
| CCCCCC INTELLIGENT SOLUTIONS HL | COM | 12,217 | $7.33 萬 | 0.01% |