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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,355.05万 | 5.34% | 132,198 | -855 | -0.6% | -$21.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,097.19万 | 4.93% | 47,624 | 130 | 0.3% | $8.45万 | 加仓 |
| GOOGL | ALPHABET INC | $2,698.69万 | 4.30% | 93,848 | -1,017 | -1.1% | -$29.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,623.42万 | 4.18% | 70,871 | 52 | 0.1% | $1.92万 | 加仓 |
| WMT | WALMART INC | $1,970.37万 | 3.14% | 158,543 | -1,639 | -1.0% | -$20.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,877.56万 | 2.99% | 63,828 | -155 | -0.2% | -$4.56万 | 减仓 |
| — | EXXON MOBIL CORP | $1,815.52万 | 2.89% | 107,009 | -1,094 | -1.0% | -$18.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,556.59万 | 2.48% | 32,483 | 43 | 0.1% | $2.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,555.15万 | 2.48% | 26,944 | 1,425 | 5.6% | $82.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,419.33万 | 2.26% | 58,065 | -760 | -1.3% | -$18.58万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,390.85万 | 2.22% | 64,673 | -688 | -1.1% | -$14.80万 | 减仓 |
| RTX | RTX CORPORATION | $1,227.36万 | 1.95% | 63,627 | -635 | -1.0% | -$12.25万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,218.94万 | 1.94% | 84,391 | 18 | 0.0% | $2,600 | 加仓 |
| AMZN | AMAZON COM INC | $1,160.75万 | 1.85% | 55,733 | 970 | 1.8% | $20.20万 | 加仓 |
| HD | HOME DEPOT INC | $1,097.67万 | 1.75% | 33,375 | 274 | 0.8% | $9.01万 | 加仓 |
| ABBV | ABBVIE INC | $1,035.67万 | 1.65% | 47,619 | 328 | 0.7% | $7.13万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,013.33万 | 1.61% | 48,977 | -361 | -0.7% | -$7.47万 | 减仓 |
| PEP | PEPSICO INC | $998.31万 | 1.59% | 64,287 | -396 | -0.6% | -$6.15万 | 减仓 |
| BAC | BANK AMERICA CORP | $963.33万 | 1.53% | 197,607 | 391 | 0.2% | $1.91万 | 加仓 |
| CSCO | CISCO SYS INC | $959.80万 | 1.53% | 123,701 | -318 | -0.3% | -$2.47万 | 减仓 |
| IJH | ISHARES TR | $920.47万 | 1.47% | 136,306 | -599 | -0.4% | -$4.05万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $827.07万 | 1.32% | 13,841 | 195 | 1.4% | $11.65万 | 加仓 |
| — | HONEYWELL INTL INC | $800.24万 | 1.27% | 35,404 | -46 | -0.1% | -$1.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $798.28万 | 1.27% | 45,773 | 1,115 | 2.5% | $19.45万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $763.94万 | 1.22% | 26,618 | -81 | -0.3% | -$2.32万 | 减仓 |
| AVGO | BROADCOM INC | $680.86万 | 1.08% | 21,998 | 846 | 4.0% | $26.18万 | 加仓 |
| META | META PLATFORMS INC | $641.07万 | 1.02% | 11,205 | 249 | 2.3% | $14.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $638.04万 | 1.02% | 33,245 | 2,925 | 9.6% | $56.14万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $634.01万 | 1.01% | 126,296 | -4,849 | -3.7% | -$24.34万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $626.48万 | 1.00% | 61,019 | 910 | 1.5% | $9.34万 | 加仓 |
| FDX | FEDEX CORP | $606.68万 | 0.97% | 17,033 | -306 | -1.8% | -$10.90万 | 减仓 |
| GOOG | ALPHABET INC | $591.78万 | 0.94% | 20,630 | -348 | -1.7% | -$9.98万 | 减仓 |
| IYW | ISHARES TR | $548.25万 | 0.87% | 30,220 | -614 | -2.0% | -$11.14万 | 减仓 |
| IJR | ISHARES TR | $522.90万 | 0.83% | 42,064 | -452 | -1.1% | -$5.62万 | 减仓 |
| ORCL | ORACLE CORP | $507.74万 | 0.81% | 34,514 | 1,505 | 4.6% | $22.14万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $506.19万 | 0.81% | 82,629 | -31 | -0.0% | -$1,899 | 减仓 |
| SDY | SPDR SERIES TRUST | $498.05万 | 0.79% | 34,127 | -225 | -0.7% | -$3.28万 | 减仓 |
| DIS | DISNEY WALT CO | $489.95万 | 0.78% | 50,835 | -703 | -1.4% | -$6.78万 | 减仓 |
| IVV | ISHARES TR | $482.33万 | 0.77% | 7,384 | -3 | -0.0% | -$1,960 | 减仓 |
| — | BANK OF THE JAMES FINL GP IN | $461.97万 | 0.74% | 224,259 | -27,123 | -10.8% | -$55.87万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $460.07万 | 0.73% | 34,618 | 385 | 1.1% | $5.12万 | 加仓 |
| IYH | ISHARES TR | $444.27万 | 0.71% | 72,075 | -675 | -0.9% | -$4.16万 | 减仓 |
| EFA | ISHARES TR | $425.91万 | 0.68% | 43,849 | 1,300 | 3.1% | $12.63万 | 加仓 |
| IYF | ISHARES TR | $390.40万 | 0.62% | 33,180 | -950 | -2.8% | -$11.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $360.91万 | 0.57% | 11,250 | -533 | -4.5% | -$17.10万 | 减仓 |
| CVS | CVS HEALTH CORP | $344.99万 | 0.55% | 48,036 | -3,034 | -5.9% | -$21.79万 | 减仓 |
| SBUX | STARBUCKS CORP | $341.79万 | 0.54% | 38,150 | 531 | 1.4% | $4.76万 | 加仓 |
| SHEL | SHELL PLC | $340.58万 | 0.54% | 36,622 | 85 | 0.2% | $7,905 | 加仓 |
| MRK | MERCK & CO INC | $331.94万 | 0.53% | 27,595 | -107 | -0.4% | -$1.29万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $322.31万 | 0.51% | 20,493 | 1,179 | 6.1% | $18.54万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $321.33万 | 0.51% | 15,815 | 2,494 | 18.7% | $50.67万 | 加仓 |
| SO | SOUTHERN CO | $318.32万 | 0.51% | 32,980 | -46 | -0.1% | -$4,440 | 减仓 |
| TFC | TRUIST FINL CORP | $306.18万 | 0.49% | 66,605 | 2,771 | 4.3% | $12.74万 | 加仓 |
| AGG | ISHARES TR | $301.21万 | 0.48% | 30,342 | 1,702 | 5.9% | $16.90万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.46% | 4 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $264.14万 | 0.42% | 28,106 | 1,655 | 6.3% | $15.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $257.34万 | 0.41% | 31,099 | 2,675 | 9.4% | $22.14万 | 加仓 |
| ENB | ENBRIDGE INC | $240.66万 | 0.38% | 44,452 | 87 | 0.2% | $4,710 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $231.63万 | 0.37% | 32,202 | 4,320 | 15.5% | $31.07万 | 加仓 |
| UNP | UNION PAC CORP | $226.92万 | 0.36% | 9,353 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $225.99万 | 0.36% | 2,457 | 180 | 7.9% | $16.56万 | 加仓 |
| V | VISA INC | $221.69万 | 0.35% | 7,335 | 299 | 4.2% | $9.04万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $209.57万 | 0.33% | 81,736 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $208.98万 | 0.33% | 8,597 | -213 | -2.4% | -$5.18万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $208.96万 | 0.33% | 19,174 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $206.84万 | 0.33% | 8,340 | 125 | 1.5% | $3.10万 | 加仓 |
| NFLX | NETFLIX INC. | $190.60万 | 0.30% | 19,823 | 7,273 | 58.0% | $69.93万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $190.50万 | 0.30% | 5,943 | 31 | 0.5% | $9,937 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $190.48万 | 0.30% | 14,547 | -166 | -1.1% | -$2.17万 | 减仓 |
| MCD | MCDONALDS CORP | $188.34万 | 0.30% | 6,060 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $178.93万 | 0.28% | 2,456 | 166 | 7.2% | $12.09万 | 加仓 |
| MDT | MEDTRONIC PLC | $165.04万 | 0.26% | 19,047 | 240 | 1.3% | $2.08万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $164.28万 | 0.26% | 9,936 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $164.17万 | 0.26% | 21,587 | -425 | -1.9% | -$3.23万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $162.00万 | 0.26% | 55,708 | -500 | -0.9% | -$1.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.35万 | 0.26% | 6,656 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $147.20万 | 0.23% | 36,626 | 620 | 1.7% | $2.49万 | 加仓 |
| BA | BOEING CO | $141.55万 | 0.23% | 7,112 | -151 | -2.1% | -$3.01万 | 减仓 |
| DVY | ISHARES TR | $137.24万 | 0.22% | 9,064 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $132.74万 | 0.21% | 3,085 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $131.49万 | 0.21% | 6,325 | 150 | 2.4% | $3.12万 | 加仓 |
| HDV | ISHARES TR | $131.12万 | 0.21% | 9,661 | -375 | -3.7% | -$5.09万 | 减仓 |
| AMAT | APPLIED MATLS INC | $130.05万 | 0.21% | 3,805 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $128.55万 | 0.20% | 11,596 | 450 | 4.0% | $4.99万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $127.86万 | 0.20% | 22,707 | 791 | 3.6% | $4.45万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $125.68万 | 0.20% | 43,776 | -5,400 | -11.0% | -$15.50万 | 减仓 |
| CAT | CATERPILLAR INC | $120.15万 | 0.19% | 1,696 | -50 | -2.9% | -$3.54万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $119.38万 | 0.19% | 4,078 | -360 | -8.1% | -$10.54万 | 减仓 |
| PFF | ISHARES TR | $116.59万 | 0.19% | 38,454 | -1,150 | -2.9% | -$3.49万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $113.50万 | 0.18% | 24,733 | -350 | -1.4% | -$1.61万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $110.40万 | 0.18% | 1,790 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $104.86万 | 0.17% | 10,870 | -1,567 | -12.6% | -$15.12万 | 减仓 |
| LOW | LOWES COS INC | $100.70万 | 0.16% | 4,262 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $99.91万 | 0.16% | 1,003 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $96.23万 | 0.15% | 5,950 | 245 | 4.3% | $3.96万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $93.28万 | 0.15% | 5,405 | -275 | -4.8% | -$4.75万 | 减仓 |
| D | DOMINION ENERGY INC | $90.80万 | 0.14% | 14,688 | -309 | -2.1% | -$1.91万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.68万 | 0.14% | 2,076 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $90.48万 | 0.14% | 31,212 | -450 | -1.4% | -$1.30万 | 减仓 |
| ACWI | ISHARES TR | $88.42万 | 0.14% | 6,390 | 750 | 13.3% | $10.38万 | 加仓 |