KANAWHA CAPITAL MANAGEMENT LLC
RICHMOND VA · SEC CIK 0001164478
$14.19亿2026Q1 申报市值
221持仓数
31.5%前十大占比 · 第一大 5.6%
7 / 5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
NFLX 加仓+$527.75万
VEA 加仓+$353.34万
SPGI 加仓+$200.93万
WAT 新建仓+$181.66万
IJR 加仓+$92.21万
2026Q1 卖出最多 按季末市值估算
AFL 减仓-$220.35万
DIS 减仓-$204.47万
ORCL 减仓-$156.13万
TGT 减仓-$77.31万
TFC 减仓-$75.36万
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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $99.60万 | 0.07% | 6,068 | -90 | -1.5% | -$1.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $104.86万 | 0.07% | 8,008 | -462 | -5.5% | -$6.05万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $106.49万 | 0.08% | 3,651 | -42 | -1.1% | -$1.23万 | 减仓 |
| UNP | UNION PAC CORP | $108.84万 | 0.08% | 4,486 | -17 | -0.4% | -$4,125 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $109.26万 | 0.08% | 13,328 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $109.82万 | 0.08% | 13,795 | -990 | -6.7% | -$7.88万 | 减仓 |
| VAW | VANGUARD WORLD FD | $110.82万 | 0.08% | 4,918 | -50 | -1.0% | -$1.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $114.37万 | 0.08% | 1,914 | -156 | -7.5% | -$9.32万 | 减仓 |
| INTC | INTEL CORP | $115.92万 | 0.08% | 26,268 | -1,009 | -3.7% | -$4.45万 | 减仓 |
| AMAT | APPLIED MATLS INC | $118.67万 | 0.08% | 3,472 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $121.03万 | 0.09% | 24,000 | 5,000 | 26.3% | $25.21万 | 加仓 |
| EFA | ISHARES TR | $122.36万 | 0.09% | 12,598 | 1,695 | 15.5% | $16.46万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $123.23万 | 0.09% | 7,453 | -207 | -2.7% | -$3.42万 | 减仓 |
| DVY | ISHARES TR | $124.98万 | 0.09% | 8,255 | 1,054 | 14.6% | $15.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $125.70万 | 0.09% | 40,972 | -500 | -1.2% | -$1.53万 | 减仓 |
| MO | ALTRIA GROUP INC | $126.52万 | 0.09% | 19,172 | -374 | -1.9% | -$2.47万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $129.71万 | 0.09% | 11,902 | -46 | -0.4% | -$5,013 | 减仓 |
| GLD | SPDR GOLD TR | $130.89万 | 0.09% | 3,042 | -550 | -15.3% | -$23.67万 | 减仓 |
| SLB | SLB LIMITED | $134.73万 | 0.09% | 26,218 | -204 | -0.8% | -$1.05万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $136.16万 | 0.10% | 18,235 | -50 | -0.3% | -$3,733 | 减仓 |
| FLOT | ISHARES TR | $138.23万 | 0.10% | 27,130 | 986 | 3.8% | $5.02万 | 加仓 |
| KVUE | KENVUE INC | $139.22万 | 0.10% | 80,754 | -13,911 | -14.7% | -$23.98万 | 减仓 |
| IWF | ISHARES TR | $147.79万 | 0.10% | 3,466 | -516 | -13.0% | -$22.00万 | 减仓 |
| TXN | TEXAS INSTRS INC | $150.38万 | 0.11% | 7,746 | -705 | -8.3% | -$13.69万 | 减仓 |
| DOV | DOVER CORP | $155.94万 | 0.11% | 7,481 | -486 | -6.1% | -$10.13万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $164.60万 | 0.12% | 6,083 | 2,102 | 52.8% | $56.88万 | 加仓 |
| IBB | ISHARES TR | $165.69万 | 0.12% | 9,813 | 449 | 4.8% | $7.58万 | 加仓 |
| MRK | MERCK & CO INC | $166.32万 | 0.12% | 13,827 | -201 | -1.4% | -$2.42万 | 减仓 |
| CTAS | CINTAS CORP | $171.86万 | 0.12% | 10,161 | -10 | -0.1% | -$1,691 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $173.56万 | 0.12% | 8,753 | -3 | -0.0% | -$595 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $174.16万 | 0.12% | 21,514 | -310 | -1.4% | -$2.51万 | 减仓 |
| WAT | WATERS CORP | $181.66万 | 0.13% | 6,100 | 6,100 | — | $181.66万 | 新建仓 |
| CSX | CSX CORP | $183.24万 | 0.13% | 44,639 | -969 | -2.1% | -$3.98万 | 减仓 |
| GEV | GE VERNOVA INC | $187.41万 | 0.13% | 2,147 | -48 | -2.2% | -$4.19万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $191.87万 | 0.14% | 4,604 | -50 | -1.1% | -$2.08万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $197.91万 | 0.14% | 40,087 | -90 | -0.2% | -$4,443 | 减仓 |
| IWP | ISHARES TR | $201.46万 | 0.14% | 15,724 | -100 | -0.6% | -$1.28万 | 减仓 |
| IWD | ISHARES TR | $206.49万 | 0.15% | 9,664 | -3,150 | -24.6% | -$67.31万 | 减仓 |
| UL | UNILEVER PLC | $207.45万 | 0.15% | 36,414 | -3,077 | -7.8% | -$17.53万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.15% | 3 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $222.00万 | 0.16% | 7,739 | -50 | -0.6% | -$1.43万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $222.96万 | 0.16% | 15,208 | -85 | -0.6% | -$1.25万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $236.90万 | 0.17% | 31,545 | -640 | -2.0% | -$4.81万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $238.30万 | 0.17% | 24,702 | -7,126 | -22.4% | -$68.74万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $242.65万 | 0.17% | 20,454 | -998 | -4.7% | -$11.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $253.57万 | 0.18% | 28,763 | 4,031 | 16.3% | $35.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $262.21万 | 0.18% | 43,234 | -2,118 | -4.7% | -$12.85万 | 减仓 |
| IEFA | ISHARES TR | $285.46万 | 0.20% | 31,532 | -6,545 | -17.2% | -$59.25万 | 减仓 |
| DIS | DISNEY WALT CO | $288.72万 | 0.20% | 29,956 | -21,215 | -41.5% | -$204.47万 | 减仓 |
| SHEL | SHELL PLC | $290.53万 | 0.20% | 31,240 | -363 | -1.1% | -$3.38万 | 减仓 |
| GE | GE AEROSPACE | $290.85万 | 0.20% | 10,250 | -51 | -0.5% | -$1.45万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $325.15万 | 0.23% | 42,184 | -1,415 | -3.2% | -$10.91万 | 减仓 |
| T | AT&T INC | $354.54万 | 0.25% | 122,298 | 4,813 | 4.1% | $13.95万 | 加仓 |
| MET | METLIFE INC | $374.90万 | 0.26% | 53,012 | -3,656 | -6.5% | -$25.86万 | 减仓 |
| GPC | GENUINE PARTS CO | $398.39万 | 0.28% | 37,673 | 551 | 1.5% | $5.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $416.00万 | 0.29% | 7,208 | 579 | 8.7% | $33.42万 | 加仓 |
| NTRS | NORTHERN TR CORP | $446.50万 | 0.31% | 31,991 | -1,235 | -3.7% | -$17.24万 | 减仓 |
| XYL | XYLEM INC | $504.05万 | 0.36% | 42,180 | 1,515 | 3.7% | $18.10万 | 加仓 |
| COP | CONOCOPHILLIPS | $518.18万 | 0.37% | 39,256 | 398 | 1.0% | $5.25万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $534.95万 | 0.38% | 17,685 | 865 | 5.1% | $26.17万 | 加仓 |
| NFLX | NETFLIX INC. | $560.67万 | 0.40% | 58,312 | 54,888 | 1,603.0% | $527.75万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $576.16万 | 0.41% | 73,480 | 2,980 | 4.2% | $23.37万 | 加仓 |
| IJR | ISHARES TR | $588.30万 | 0.41% | 47,325 | 7,418 | 18.6% | $92.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $605.70万 | 0.43% | 79,135 | 7,082 | 9.8% | $54.21万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $606.84万 | 0.43% | 112,273 | -683 | -0.6% | -$3.69万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $612.84万 | 0.43% | 65,377 | 6,513 | 11.1% | $61.05万 | 加仓 |
| AFL | AFLAC INC | $619.61万 | 0.44% | 56,477 | -20,085 | -26.2% | -$220.35万 | 减仓 |
| BLK | BLACKROCK INC | $624.36万 | 0.44% | 6,492 | 27 | 0.4% | $2.60万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $629.62万 | 0.44% | 73,873 | -268 | -0.4% | -$2.28万 | 减仓 |
| LLY | ELI LILLY & CO | $689.20万 | 0.49% | 7,493 | 843 | 12.7% | $77.54万 | 加仓 |
| NDAQ | NASDAQ INC | $693.73万 | 0.49% | 81,721 | -621 | -0.8% | -$5.27万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $704.60万 | 0.50% | 38,623 | -482 | -1.2% | -$8.79万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $712.64万 | 0.50% | 80,342 | 689 | 0.9% | $6.11万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $749.23万 | 0.53% | 133,055 | -4,494 | -3.3% | -$25.31万 | 减仓 |
| DE | DEERE & CO | $761.08万 | 0.54% | 13,511 | -217 | -1.6% | -$12.22万 | 减仓 |
| TFC | TRUIST FINL CORP | $767.70万 | 0.54% | 167,000 | -16,393 | -8.9% | -$75.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $804.77万 | 0.57% | 12,375 | 134 | 1.1% | $8.71万 | 加仓 |
| PFE | PFIZER INC | $815.96万 | 0.58% | 290,585 | 25,442 | 9.6% | $71.44万 | 加仓 |
| TGT | TARGET CORP | $867.11万 | 0.61% | 71,544 | -6,379 | -8.2% | -$77.31万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $875.81万 | 0.62% | 65,900 | -1,704 | -2.5% | -$22.65万 | 减仓 |
| SPGI | S&P GLOBAL INC | $882.41万 | 0.62% | 20,746 | 4,724 | 29.5% | $200.93万 | 加仓 |
| HD | HOME DEPOT INC | $883.03万 | 0.62% | 26,849 | 97 | 0.4% | $3.19万 | 加仓 |
| WMT | WALMART INC | $889.72万 | 0.63% | 71,590 | 1,346 | 1.9% | $16.73万 | 加仓 |
| AVGO | BROADCOM INC | $898.29万 | 0.63% | 29,023 | 454 | 1.6% | $14.05万 | 加仓 |
| MMM | 3M CO | $929.56万 | 0.66% | 64,006 | -1,615 | -2.5% | -$23.45万 | 减仓 |
| EMR | EMERSON ELEC CO | $937.83万 | 0.66% | 71,579 | -641 | -0.9% | -$8.40万 | 减仓 |
| NKE | NIKE INC | $991.03万 | 0.70% | 187,624 | 12,013 | 6.8% | $63.45万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,051.44万 | 0.74% | 66,873 | -1,638 | -2.4% | -$25.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,085.54万 | 0.76% | 62,244 | 3,570 | 6.1% | $62.26万 | 加仓 |
| QCOM | QUALCOMM INC | $1,117.86万 | 0.79% | 86,804 | 2,049 | 2.4% | $26.39万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,129.25万 | 0.80% | 130,323 | 2,203 | 1.7% | $19.09万 | 加仓 |
| SO | SOUTHERN CO | $1,289.54万 | 0.91% | 133,603 | 5,047 | 3.9% | $48.71万 | 加仓 |
| USB | US BANCORP | $1,305.26万 | 0.92% | 250,962 | 7,948 | 3.3% | $41.34万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,317.18万 | 0.93% | 262,386 | 8,737 | 3.4% | $43.86万 | 加仓 |
| KO | COCA COLA CO | $1,386.03万 | 0.98% | 182,252 | 1,051 | 0.6% | $7.99万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,391.05万 | 0.98% | 47,886 | 1,124 | 2.4% | $32.65万 | 加仓 |
| D | DOMINION ENERGY INC | $1,398.51万 | 0.99% | 226,222 | 2,540 | 1.1% | $15.70万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,435.32万 | 1.01% | 50,011 | -394 | -0.8% | -$11.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,615.00万 | 1.14% | 66,628 | 2,052 | 3.2% | $49.74万 | 加仓 |
| AMZN | AMAZON COM INC | $1,714.29万 | 1.21% | 82,311 | 4,403 | 5.7% | $91.70万 | 加仓 |