PETTYJOHN, WOOD & WHITE, INC
LYNCHBURG VA · SEC CIK 0001128213
$6.28亿2026Q1 申报市值
214持仓数
35.0%前十大占比 · 第一大 5.3%
5 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
QQQ 加仓+$82.25万
NFLX 加仓+$69.93万
RSP 加仓+$56.14万
ADP 加仓+$50.67万
DIMENSIONAL ETF 新建仓+$43.05万
2026Q1 卖出最多 按季末市值估算
BANK OF THE JAME 减仓-$55.87万
IDCC 减仓-$43.03万
GOOGL 减仓-$29.24万
SYNOVUS FINL COR 清仓-$26.99万
GIS 清仓-$25.59万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -5,392 | -100.0% | -$26.99万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -5,503 | -100.0% | -$25.59万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -398 | -100.0% | -$22.72万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -4,629 | -100.0% | -$20.61万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $20.75万 | 0.03% | 1,690 | -34 | -2.0% | -$4,175 | 减仓 |
| NKE | NIKE INC | $20.85万 | 0.03% | 3,947 | -154 | -3.8% | -$8,134 | 减仓 |
| SHY | ISHARES TR | $20.85万 | 0.03% | 2,525 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $21.02万 | 0.03% | 723 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $21.36万 | 0.03% | 1,265 | -5 | -0.4% | -$844 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $21.37万 | 0.03% | 3,485 | 35 | 1.0% | $2,146 | 加仓 |
| RSG | REPUBLIC SVCS INC | $21.64万 | 0.03% | 988 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $21.85万 | 0.03% | 1,074 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $21.94万 | 0.03% | 4,075 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $22.01万 | 0.04% | 115 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $22.84万 | 0.04% | 4,588 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $23.16万 | 0.04% | 1,570 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $23.43万 | 0.04% | 1,819 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $23.81万 | 0.04% | 4,051 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $23.87万 | 0.04% | 1,204 | -29 | -2.4% | -$5,750 | 减仓 |
| GLW | CORNING INC | $23.93万 | 0.04% | 1,760 | 1,760 | — | $23.93万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $24.06万 | 0.04% | 6,732 | -18 | -0.3% | -$643 | 减仓 |
| SMH | VANECK ETF TRUST | $24.15万 | 0.04% | 630 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.17万 | 0.04% | 5,476 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $24.32万 | 0.04% | 2,823 | 2,823 | — | $24.32万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $24.44万 | 0.04% | 1,246 | 6 | 0.5% | $1,177 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $24.56万 | 0.04% | 842 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $24.66万 | 0.04% | 2,400 | -50 | -2.0% | -$5,138 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $25.08万 | 0.04% | 3,615 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.53万 | 0.04% | 515 | 19 | 3.8% | $9,419 | 加仓 |
| ADI | ANALOG DEVICES INC | $26.25万 | 0.04% | 825 | -81 | -8.9% | -$2.58万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $26.26万 | 0.04% | 7,830 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.52万 | 0.04% | 4,373 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $26.78万 | 0.04% | 1,004 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.92万 | 0.04% | 1,260 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $27.18万 | 0.04% | 8,000 | 8,000 | — | $27.18万 | 新建仓 |
| IWR | ISHARES TR | $27.79万 | 0.04% | 2,858 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $28.12万 | 0.04% | 325 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $28.18万 | 0.04% | 821 | -3 | -0.4% | -$1,030 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $28.27万 | 0.05% | 1,086 | -14 | -1.3% | -$3,644 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $28.72万 | 0.05% | 8,564 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $28.89万 | 0.05% | 3,191 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $29.99万 | 0.05% | 1,124 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $30.01万 | 0.05% | 7,108 | 7,108 | — | $30.01万 | 新建仓 |
| MMM | 3M CO | $30.57万 | 0.05% | 2,105 | -75 | -3.4% | -$1.09万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $30.92万 | 0.05% | 1,512 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $30.93万 | 0.05% | 2,607 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $31.00万 | 0.05% | 5,825 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $31.61万 | 0.05% | 3,213 | -433 | -11.9% | -$4.26万 | 减仓 |
| BLK | BLACKROCK INC | $31.64万 | 0.05% | 329 | -4 | -1.2% | -$3,847 | 减仓 |
| BDX | BECTON DICKINSON & CO | $33.57万 | 0.05% | 2,135 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $33.85万 | 0.05% | 5,873 | -180 | -3.0% | -$1.04万 | 减仓 |
| KLAC | KLA CORP | $34.60万 | 0.06% | 235 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.10万 | 0.06% | 4,674 | 3 | 0.1% | $225 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $35.23万 | 0.06% | 12,650 | 1,782 | 16.4% | $4.96万 | 加仓 |
| IJJ | ISHARES TR | $35.30万 | 0.06% | 2,664 | -100 | -3.6% | -$1.32万 | 减仓 |
| PSX | PHILLIPS 66 | $36.07万 | 0.06% | 1,980 | -5 | -0.3% | -$911 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.46万 | 0.06% | 431 | 15 | 3.6% | $1.27万 | 加仓 |
| IJK | ISHARES TR | $36.74万 | 0.06% | 3,651 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $36.91万 | 0.06% | 2,819 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $37.51万 | 0.06% | 2,842 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $37.57万 | 0.06% | 1,047 | 70 | 7.2% | $2.51万 | 加仓 |
| TJX | TJX COS INC NEW | $37.79万 | 0.06% | 2,366 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $38.50万 | 0.06% | 5,650 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.53万 | 0.06% | 1,140 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $39.04万 | 0.06% | 5,126 | -971 | -15.9% | -$7.40万 | 减仓 |
| MPC | MARATHON PETE CORP | $39.51万 | 0.06% | 1,618 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $40.20万 | 0.06% | 7,535 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $40.76万 | 0.06% | 3,550 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $41.16万 | 0.07% | 765 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $41.17万 | 0.07% | 2,020 | -30 | -1.5% | -$6,114 | 减仓 |
| TSLA | TESLA INC | $42.27万 | 0.07% | 1,137 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $43.05万 | 0.07% | 11,077 | 11,077 | — | $43.05万 | 新建仓 |
| VTR | VENTAS INC | $43.48万 | 0.07% | 5,317 | -150 | -2.7% | -$1.23万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $43.53万 | 0.07% | 4,687 | -1 | -0.0% | -$93 | 减仓 |
| MGK | VANGUARD WORLD FD | $43.62万 | 0.07% | 1,187 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $44.38万 | 0.07% | 8,790 | 300 | 3.5% | $1.51万 | 加仓 |
| EMR | EMERSON ELEC CO | $44.51万 | 0.07% | 3,397 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $45.91万 | 0.07% | 673 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $46.06万 | 0.07% | 2,120 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $47.77万 | 0.08% | 9,375 | -1,166 | -11.1% | -$5.94万 | 减仓 |
| PFE | PFIZER INC | $48.62万 | 0.08% | 17,313 | -250 | -1.4% | -$7,020 | 减仓 |
| USMV | ISHARES TR | $48.84万 | 0.08% | 5,267 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $50.43万 | 0.08% | 2,360 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $50.87万 | 0.08% | 10,184 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.02万 | 0.08% | 1,038 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $51.97万 | 0.08% | 1,247 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $52.18万 | 0.08% | 8,127 | 551 | 7.3% | $3.54万 | 加仓 |
| VO | VANGUARD INDEX FDS | $53.27万 | 0.08% | 1,855 | -14 | -0.7% | -$4,021 | 减仓 |
| IYC | ISHARES TR | $53.31万 | 0.08% | 5,500 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $53.54万 | 0.09% | 1,497 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.55万 | 0.09% | 8,357 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $55.13万 | 0.09% | 2,320 | 260 | 12.6% | $6.18万 | 加仓 |
| ITA | ISHARES TR | $56.33万 | 0.09% | 2,575 | 90 | 3.6% | $1.97万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $56.56万 | 0.09% | 1,870 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $59.01万 | 0.09% | 3,750 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $59.30万 | 0.09% | 5,559 | 1,200 | 27.5% | $12.80万 | 加仓 |
| GEV | GE VERNOVA INC | $59.53万 | 0.09% | 682 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $60.54万 | 0.10% | 2,026 | 2 | 0.1% | $598 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $61.84万 | 0.10% | 1,335 | 0 | 0.0% | — | 不变 |