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LEAVELL INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LEAVELL INVESTMENT MANAGEMENT, INC.

报告期 2026-03-31 · CIK 0000924181

持仓数

604

前50大市值合计

$1.32B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA Nvidia Corp Com

COM

$154.8M

887,565

11.7%

MGC Vanguard Mega Cap ETF

MEGA CAP INDEX

$119.2M

504,340

9.0%

AAPL Apple Inc

COM

$61.2M

241,303

4.6%

VO Vanguard Mid Cap ETF

MID CAP ETF

$55.5M

193,401

4.2%

MGK Vanguard Mega Growth ETF

MEGA GRWTH IND

$46.4M

126,300

3.5%

VOO Vanguard S&P 500 ETF

S&P 500 ETF SHS

$40.6M

67,902

3.1%

VEA Vanguard FTSE Developed ETF

FTSE DEV MKT ETF

$37.3M

582,227

2.8%

FNDF Schwab Fundamental Inl Large Com ETF

SCHWB FDT INT LG

$35.9M

734,098

2.7%

SCHO Schwab Short U.S. Treasury ETF

SHT TM US TRES

$33.1M

1,364,383

2.5%

VV Vanguard Large-Cap Index Fund ETF Shares

LARGE CAP ETF

$32.9M

110,036

2.5%

MSFT Microsoft Corp

COM

$32.4M

87,490

2.4%

IGSB iShares 1-5 Investment Grade Corp ETF

1-3 YR CR BD ETF

$31.7M

602,484

2.4%

VB Vanguard Small Cap ETF

SMALL CP ETF

$29.2M

111,460

2.2%

IAU iShares Gold Trust

ISHARES NEW

$28.5M

323,632

2.2%

GOOG Alphabet Inc Class C Cap STK

CAP STK CL C

$27.5M

95,888

2.1%

SCHF SCHW Intl Eq ETF

INTL EQTY ETF

$27.3M

1,101,452

2.1%

JPM JPMorgan Chase & Co

COM

$26.7M

90,695

2.0%

MGV Vanguard Mega Value ETF

MEGA CAP VAL ETF

$25.5M

176,079

1.9%

WMT Wal-Mart Stores Inc

COM

$24.4M

195,926

1.8%

BND Vanguard Total Bond ETF

TOTAL BND MRKT

$21.9M

297,401

1.7%

AMZN Amazon Com Inc

COM

$21.2M

101,676

1.6%

MBB iShares TR Barclys MBS BD

MBS ETF

$21.1M

221,906

1.6%

SPY SPDR S&P 500 ETF TST.

TR UNIT

$20.7M

31,814

1.6%

IJH iShares Core S&P Mid-Cap ETF

CORE S&P MCP ETF

$19.1M

282,333

1.4%

SO The Southern Company

COM

$17.9M

185,547

1.4%

SCHX Schwab US Large Cap ETF

US LRG CAP ETF

$17.0M

662,085

1.3%

ABBV Abbvie Inc

COM

$16.3M

75,024

1.2%

PHYS Sprott Physical Gold Trust

UNIT

$16.2M

457,703

1.2%

SGOV iShares 0 To 3 MNTH Treasury BND ETF

0-3 MNTH TREASRY

$15.4M

152,984

1.2%

— Exxon Mobil Corporation

COM

$14.9M

87,703

1.1%

BX Blackstone Group Inc

COM CL A

$14.7M

127,956

1.1%

VWO Vanguard FTSE Emerging Markets ETF

FTSE EMR MKT ETF

$14.3M

264,378

1.1%

HD Home Depot Inc

COM

$14.2M

43,240

1.1%

BSV Vanguard Short Term Bond ETF

SHORT TRM BOND

$13.8M

176,236

1.0%

PSLV Sprott Physical Silver Trust

TR UNIT

$13.8M

565,316

1.0%

VTI Vanguard Total US Stock Mkt ETF

TOTAL STK MKT

$13.5M

41,960

1.0%

SCHB Schwab US Broad Mkt ETF

US BRD MKT ETF

$13.0M

518,199

1.0%

IEI iShares 3-7 YR TR BD ETF

3 7 YR TREAS BD

$12.5M

105,454

0.9%

VIG Vanguard DIV Appreciation ETF

DIV APP ETF

$12.4M

57,590

0.9%

OKE Oneok Inc New

COM

$12.3M

136,512

0.9%

VT Vanguard Total World Stock ETF

TT WRLD ST ETF

$12.3M

89,206

0.9%

CVX Chevron Corporation

COM

$12.3M

59,208

0.9%

MCD McDonalds Corp

COM

$11.9M

38,198

0.9%

GOOGL Alphabet Inc Class A Cap STK

CAP STK CL A

$11.7M

40,710

0.9%

VOE Vanguard Mid Cap Value ETF

MCAP VL IDXVIP

$11.7M

63,354

0.9%

VPLS Vanguard Core Plus Bond ETF

CORE-PLUS BD ETF

$11.7M

150,222

0.9%

STIP iShares 0-5 Year TIPS Bond ETF

0-5 YR TIPS ETF

$11.5M

110,737

0.9%

MAA Mid-Amer Apt CMNTYS Com

COM

$11.3M

92,820

0.9%

BRK/B Berkshire Hathaway B New

CL B NEW

$11.2M

23,422

0.8%

IVV iShares Core S&P 500 ETF

CORE S&P500 ETF

$11.1M

16,952

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

NVDA11.7%MGC9.0%AAPL4.6%VO4.2%MGK3.5%VOO3.1%