KANAWHA CAPITAL MANAGEMENT LLC
RICHMOND VA · SEC CIK 0001164478
$15.36亿2026Q2 申报市值
228持仓数
31.7%前十大占比 · 第一大 5.8%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HONA 新建仓+$208.94万
AMZN 加仓+$189.62万
ABT 加仓+$121.52万
IBM 加仓+$99.52万
NFLX 加仓+$92.77万
2026Q2 卖出最多 按季末市值估算
AFL 减仓-$595.52万
NKE 减仓-$208.42万
GOOGL 减仓-$99.96万
WAT 减仓-$65.07万
AAPL 减仓-$63.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -130 | -100.0% | -$43.91万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$40.08万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$30.47万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,031 | -100.0% | -$25.06万 | 清仓 |
| — | NEW FOUND GOLD CORP | $2.16万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $20.34万 | 0.01% | 2,500 | 2,500 | — | $20.34万 | 新建仓 |
| IJK | ISHARES TR | $20.36万 | 0.01% | 1,733 | 1,733 | — | $20.36万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.81万 | 0.01% | 524 | 524 | — | $20.81万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.27万 | 0.01% | 2,574 | -21 | -0.8% | -$1,736 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $21.55万 | 0.01% | 6,741 | 6,741 | — | $21.55万 | 新建仓 |
| WAB | WABTEC | $21.65万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $21.65万 | 0.01% | 2,012 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $21.76万 | 0.01% | 996 | 996 | — | $21.76万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $21.84万 | 0.01% | 2,536 | 1,982 | 357.8% | $17.07万 | 重新持有 |
| DD | DUPONT DE NEMOURS INC | $21.93万 | 0.01% | 1,617 | -3,242 | -66.7% | -$43.97万 | 减仓 |
| WM | WASTE MGMT INC DEL | $22.04万 | 0.01% | 989 | -43 | -4.2% | -$9,584 | 减仓 |
| BX | BLACKSTONE INC | $22.35万 | 0.01% | 1,899 | 9 | 0.5% | $1,059 | 加仓 |
| HSY | HERSHEY CO | $22.81万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $22.91万 | 0.01% | 4,125 | -170 | -4.0% | -$9,441 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $22.98万 | 0.01% | 4,544 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $23.21万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $23.59万 | 0.02% | 839 | 839 | — | $23.59万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.16万 | 0.02% | 6,571 | 767 | 13.2% | $2.82万 | 加仓 |
| CTVA | CORTEVA INC | $24.31万 | 0.02% | 2,870 | 7 | 0.2% | $593 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.54万 | 0.02% | 1,998 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $25.65万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $26.07万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $26.18万 | 0.02% | 514 | 3 | 0.6% | $1,528 | 加仓 |
| ALB | ALBEMARLE CORP | $26.84万 | 0.02% | 1,988 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $28.12万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $28.25万 | 0.02% | 2,731 | -397 | -12.7% | -$4.11万 | 重新持有 |
| DXJ | WISDOMTREE TR | $29.93万 | 0.02% | 1,725 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $30.21万 | 0.02% | 3,995 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $31.08万 | 0.02% | 3,858 | -2 | -0.1% | -$161 | 减仓 |
| MS | MORGAN STANLEY | $31.09万 | 0.02% | 1,487 | 29 | 2.0% | $6,064 | 加仓 |
| LRCX | LAM RESEARCH CORP | $31.16万 | 0.02% | 719 | 719 | — | $31.16万 | 新建仓 |
| ASML | ASML HLDG NV | $31.23万 | 0.02% | 157 | 4 | 2.6% | $7,958 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $31.36万 | 0.02% | 1,474 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $31.60万 | 0.02% | 2,036 | -150 | -6.9% | -$2.33万 | 重新持有 |
| IWN | ISHARES TR | $32.21万 | 0.02% | 1,456 | -55 | -3.6% | -$1.22万 | 减仓 |
| VOX | VANGUARD WORLD FD | $32.78万 | 0.02% | 1,782 | -122 | -6.4% | -$2.24万 | 减仓 |
| WELL | WELLTOWER INC | $33.09万 | 0.02% | 1,458 | 197 | 15.6% | $4.47万 | 加仓 |
| IXN | ISHARES TR | $33.36万 | 0.02% | 2,309 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $33.90万 | 0.02% | 9,176 | -786 | -7.9% | -$2.90万 | 减仓 |
| ITOT | ISHARES TR | $34.18万 | 0.02% | 2,081 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $34.36万 | 0.02% | 3,600 | -100 | -2.7% | -$9,544 | 减仓 |
| IWB | ISHARES TR | $35.34万 | 0.02% | 863 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.30万 | 0.02% | 863 | 44 | 5.4% | $1.85万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $37.12万 | 0.02% | 8,188 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $37.28万 | 0.02% | 2,450 | -50 | -2.0% | -$7,608 | 减仓 |
| IR | INGERSOLL RAND INC | $38.30万 | 0.02% | 4,671 | -50 | -1.1% | -$4,100 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.73万 | 0.03% | 2,831 | 203 | 7.7% | $2.78万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $38.96万 | 0.03% | 2,465 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $40.60万 | 0.03% | 1,078 | 3 | 0.3% | $1,130 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $41.61万 | 0.03% | 4,696 | -12 | -0.3% | -$1,063 | 减仓 |
| Q | QNITY ELECTRONICS INC | $41.68万 | 0.03% | 2,552 | 4 | 0.2% | $653 | 加仓 |
| EEM | ISHARES TR | $42.65万 | 0.03% | 6,235 | -75 | -1.2% | -$5,131 | 减仓 |
| BA | BOEING CO | $43.45万 | 0.03% | 2,007 | 0 | 0.0% | — | 不变 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $45.49万 | 0.03% | 11,495 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $45.52万 | 0.03% | 602 | -8 | -1.3% | -$6,049 | 减仓 |
| IWS | ISHARES TR | $46.43万 | 0.03% | 2,821 | 60 | 2.2% | $9,876 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $46.82万 | 0.03% | 4,370 | 2,100 | 92.5% | $22.50万 | 加仓 |
| RY | ROYAL BK CDA | $46.88万 | 0.03% | 2,265 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $48.37万 | 0.03% | 4,919 | -31 | -0.6% | -$3,048 | 减仓 |
| SLV | ISHARES SILVER TR | $48.79万 | 0.03% | 9,125 | 1,825 | 25.0% | $9.76万 | 加仓 |
| YUM | YUM BRANDS INC | $49.51万 | 0.03% | 3,097 | -389 | -11.2% | -$6.22万 | 减仓 |
| ETN | EATON CORP PLC | $49.81万 | 0.03% | 1,169 | 189 | 19.3% | $8.05万 | 加仓 |
| CMI | CUMMINS INC | $50.41万 | 0.03% | 707 | -8 | -1.1% | -$5,704 | 减仓 |
| PSX | PHILLIPS 66 | $50.63万 | 0.03% | 2,995 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $51.14万 | 0.03% | 1,298 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $53.46万 | 0.03% | 1,041 | 172 | 19.8% | $8.83万 | 加仓 |
| ITT | ITT INC | $53.57万 | 0.03% | 2,709 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $54.20万 | 0.04% | 685 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.54万 | 0.04% | 1,184 | 189 | 19.0% | $9.03万 | 加仓 |
| NVS | NOVARTIS AG | $56.55万 | 0.04% | 3,608 | 329 | 10.0% | $5.16万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $56.89万 | 0.04% | 7,417 | -250 | -3.3% | -$1.92万 | 减仓 |
| META | META PLATFORMS INC | $57.69万 | 0.04% | 1,024 | 31 | 3.1% | $1.75万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $58.50万 | 0.04% | 1,730 | -1,635 | -48.6% | -$55.29万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $58.74万 | 0.04% | 5,464 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $63.69万 | 0.04% | 971 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $64.72万 | 0.04% | 11,189 | -200 | -1.8% | -$1.16万 | 减仓 |
| AFL | AFLAC INC | $66.63万 | 0.04% | 5,683 | -50,794 | -89.9% | -$595.52万 | 减仓 |
| IYW | ISHARES TR | $66.86万 | 0.04% | 2,651 | -50 | -1.9% | -$1.26万 | 减仓 |
| IJJ | ISHARES TR | $72.73万 | 0.05% | 4,923 | -130 | -2.6% | -$1.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $74.14万 | 0.05% | 642 | 6 | 0.9% | $6,929 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $74.62万 | 0.05% | 1,061 | -16 | -1.5% | -$1.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $78.06万 | 0.05% | 2,110 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $80.99万 | 0.05% | 2,938 | 8 | 0.3% | $2,205 | 加仓 |
| IGSB | ISHARES TR | $82.01万 | 0.05% | 15,647 | -800 | -4.9% | -$4.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $83.00万 | 0.05% | 15,627 | -95 | -0.6% | -$5,045 | 减仓 |
| VOT | VANGUARD INDEX FDS | $84.75万 | 0.06% | 2,767 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $88.38万 | 0.06% | 2,441 | 410 | 20.2% | $14.85万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $88.39万 | 0.06% | 916 | -93 | -9.2% | -$8.97万 | 减仓 |
| IWR | ISHARES TR | $91.08万 | 0.06% | 8,256 | -50 | -0.6% | -$5,516 | 减仓 |
| MINT | PIMCO ETF TR | $91.36万 | 0.06% | 9,063 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $91.85万 | 0.06% | 1,832 | -12 | -0.7% | -$6,016 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $92.91万 | 0.06% | 10,069 | -113 | -1.1% | -$1.04万 | 减仓 |
| GLD | SPDR GOLD TR | $98.39万 | 0.06% | 2,671 | -371 | -12.2% | -$13.67万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $99.20万 | 0.06% | 27,373 | -138 | -0.5% | -$5,001 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $99.98万 | 0.07% | 1,914 | 0 | 0.0% | — | 不变 |