Hardy Reed LLC
- SEC CIK
- 0001761871
- 最新申報
- 2026/8/3
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/3 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 252
- 較 2026 年第 1 季 +9
- 總值
- $15.6 億
- 較 2026 年第 1 季 +$1.87 億 (+13.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 782,023 | $2.89 億 | 18.6% | +11,464+1.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 275,145 | $1.89 億 | 12.1% | −2,533−0.9% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 1,585,303 | $1.51 億 | 9.7% | −5080.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 401,332 | $1.31 億 | 8.4% | +1,014+0.3% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 1,535,784 | $7,438 萬 | 4.8% | +81,916+5.6% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 1,048,812 | $5,534 萬 | 3.6% | −17,937−1.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 134,673 | $3,897 萬 | 2.5% | −158−0.1% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 381,595 | $3,262 萬 | 2.1% | −1,811−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V625 | US COR EQU 1 ETF | 397,070 | $3,255 萬 | 2.1% | +46,427+13.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 355,131 | $2,807 萬 | 1.8% | +29,972+9.2% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 36 | $2,696 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,942 | $2,311 萬 | 1.5% | −511−1.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 56,840 | $2,031 萬 | 1.3% | +70.0% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 132,425 | $1,964 萬 | 1.3% | +480.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 24,265 | $1,817 萬 | 1.2% | −895−3.6% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 111,422 | $1,761 萬 | 1.1% | −6,206−5.3% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 577,536 | $1,733 萬 | 1.1% | −1,376−0.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 189,272 | $1,459 萬 | 0.9% | +550.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 110,536 | $1,373 萬 | 0.9% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 125,821 | $1,215 萬 | 0.8% | +82+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 54,000 | $1,080 萬 | 0.7% | +136+0.3% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 126,528 | $1,042 萬 | 0.7% | +3,522+2.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 27,831 | $1,038 萬 | 0.7% | −79−0.3% | 減碼 | 歷史 |
| HBANHuntington Bancshares Inc | COM | 536,380 | $951.0 萬 | 0.6% | +17,598+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 39,862 | $950.1 萬 | 0.6% | +59+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 43,336 | $944.4 萬 | 0.6% | +55+0.1% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 55,978 | $919.6 萬 | 0.6% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 25,073 | $885.9 萬 | 0.6% | −1,573−5.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 140,652 | $727.0 萬 | 0.5% | −151−0.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 29,678 | $719.5 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 70,572 | $680.5 萬 | 0.4% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 5,305 | $623.3 萬 | 0.4% | −32−0.6% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 72,316 | $554.7 萬 | 0.4% | −328−0.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 92,125 | $549.9 萬 | 0.4% | +52+0.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 14,351 | $542.1 萬 | 0.3% | −1,365−8.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,378 | $533.4 萬 | 0.3% | −160−2.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 64,006 | $524.5 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G615 | INVESCO PHLX SM | 45,000 | $504.4 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,613 | $487.0 萬 | 0.3% | +8+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 14,012 | $480.7 萬 | 0.3% | −430−3.0% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 15,083 | $474.5 萬 | 0.3% | +46+0.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 4,378 | $466.2 萬 | 0.3% | +122+2.9% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 1,420 | $453.8 萬 | 0.3% | +1,420 | 新進 | 歷史 |
| APHAmphenol Corp | CL A | 24,667 | $434.9 萬 | 0.3% | −59−0.2% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 8,675 | $426.1 萬 | 0.3% | −7−0.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,509 | $420.9 萬 | 0.3% | +2,228+173.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,654 | $375.7 萬 | 0.2% | +461+4.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,539 | $359.4 萬 | 0.2% | +18+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 25,439 | $347.8 萬 | 0.2% | +549+2.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,023 | $330.7 萬 | 0.2% | +370+2.9% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 63,413 | $320.9 萬 | 0.2% | +774+1.2% | 加碼 | – |
| LRCXLam Research Corp | Stock | 7,321 | $317.2 萬 | 0.2% | +16+0.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,437 | $306.3 萬 | 0.2% | −407−7.0% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,345 | $303.0 萬 | 0.2% | +27+0.4% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 13,312 | $294.5 萬 | 0.2% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 11,525 | $283.8 萬 | 0.2% | −135−1.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 8,334 | $281.9 萬 | 0.2% | −125−1.5% | 減碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 9,400 | $257.2 萬 | 0.2% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 35,159 | $253.7 萬 | 0.2% | +6,007+20.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,923 | $252.8 萬 | 0.2% | −113−2.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,616 | $242.0 萬 | 0.2% | −296−3.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,326 | $230.3 萬 | 0.1% | −556−1.7% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 2,386 | $229.4 萬 | 0.1% | +55+2.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | Stock | 10,158 | $227.4 萬 | 0.1% | +10,158 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C599 | VNG RUS3000IDX | 6,674 | $221.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 27,858 | $212.0 萬 | 0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 23,710 | $208.1 萬 | 0.1% | +108+0.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,040 | $206.3 萬 | 0.1% | +98+5.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 3,928 | $203.8 萬 | 0.1% | +141+3.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,775 | $195.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,583 | $191.5 萬 | 0.1% | −219−2.0% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 29,631 | $186.3 萬 | 0.1% | +165+0.6% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 8,530 | $186.3 萬 | 0.1% | +363+4.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,972 | $185.8 萬 | 0.1% | +66+1.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,810 | $185.5 萬 | 0.1% | +144+0.6% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 10,270 | $183.1 萬 | 0.1% | 00.0% | 不變依 25 比 1 拆股換算 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,436 | $180.7 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 8,235 | $178.3 萬 | 0.1% | +63+0.8% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 20,305 | $167.2 萬 | 0.1% | 00.0% | 不變 | – |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 5,010 | $167.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,624 | $164.3 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 8,483 | $161.6 萬 | 0.1% | +180+2.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 12,520 | $155.8 萬 | 0.1% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 35,587 | $148.5 萬 | 0.1% | +13,825+63.5% | 加碼 | – |
| VRTVertiv Holdings Co | COM CL A | 4,140 | $138.6 萬 | 0.1% | +4,140 | 新進 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 24,510 | $137.1 萬 | 0.1% | −1,356−5.2% | 減碼 | – |
| SNPSSynopsys Inc | COM | 3,048 | $136.0 萬 | 0.1% | −250−7.6% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 665 | $132.3 萬 | 0.1% | +3+0.5% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 19,831 | $131.5 萬 | 0.1% | +19,831 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,602 | $130.3 萬 | 0.1% | −128−1.5% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 13,982 | $128.8 萬 | 0.1% | −1,071−7.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,294 | $127.9 萬 | 0.1% | −2,497−18.1% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 2,893 | $124.8 萬 | 0.1% | +37+1.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 13,305 | $122.8 萬 | 0.1% | −87−0.6% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,198 | $117.2 萬 | 0.1% | −10−0.8% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 4,324 | $115.9 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 5,208 | $115.1 萬 | 0.1% | +5,208 | 新進 | 歷史 |
| NTESNetEase, Inc. | SPONSORED ADS | 8,860 | $113.5 萬 | 0.1% | +317+3.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 15,341 | $109.5 萬 | 0.1% | +15,341 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,600 | $108.1 萬 | 0.1% | −54−2.0% | 減碼 | 歷史 |
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 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 10,362 | $234.2 萬 | 0.2% | 歷史 |
| CVXChevron Corp | Stock | 10,919 | $225.9 萬 | 0.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,027 | $197.9 萬 | 0.1% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 6,001 | $126.0 萬 | 0.1% | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 6,000 | $49.4 萬 | <0.1% | 歷史 |
| MASIMasimo Corp | COM | 2,381 | $42.4 萬 | <0.1% | 歷史 |
| CRHCRH Public Ltd Co | ORD | 3,050 | $32.1 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,550 | $30.1 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,343 | $29.4 萬 | <0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 1,381 | $28.5 萬 | <0.1% | 歷史 |
| TAT&T Inc. | Stock | 9,772 | $28.3 萬 | <0.1% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 602 | $26.1 萬 | <0.1% | 歷史 |
| FIVEFive Below, Inc | COM | 1,091 | $24.9 萬 | <0.1% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 243 | $24.2 萬 | <0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 660 | $23.7 萬 | <0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 9,385 | $23.3 萬 | <0.1% | 歷史 |
| PSXPhillips 66 | Stock | 1,231 | $22.4 萬 | <0.1% | 歷史 |
| MELIMercadolibre Inc | COM | 128 | $22.1 萬 | <0.1% | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 732 | $20.6 萬 | <0.1% | 歷史 |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 12,217 | $7.33 萬 | <0.1% | 歷史 |