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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $105.62万 | 0.07% | 8,344 | 336 | 4.2% | $4.25万 | 加仓 |
| V | VISA INC | $105.85万 | 0.07% | 3,085 | 63 | 2.1% | $2.16万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $108.84万 | 0.07% | 8,746 | -7 | -0.1% | -$871 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $109.04万 | 0.07% | 1,877 | -76 | -3.9% | -$4.41万 | 减仓 |
| VAW | VANGUARD WORLD FD | $110.00万 | 0.07% | 4,808 | -110 | -2.2% | -$2.52万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $110.49万 | 0.07% | 5,965 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $110.72万 | 0.07% | 13,328 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $119.14万 | 0.08% | 20,910 | 1,668 | 8.7% | $9.50万 | 加仓 |
| SLB | SLB LIMITED | $120.65万 | 0.08% | 25,952 | -266 | -1.0% | -$1.24万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $122.74万 | 0.08% | 18,235 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $126.18万 | 0.08% | 4,639 | 153 | 3.4% | $4.16万 | 加仓 |
| DVY | ISHARES TR | $126.39万 | 0.08% | 8,087 | -168 | -2.0% | -$2.63万 | 减仓 |
| WFC | WELLS FARGO & CO | $126.41万 | 0.08% | 15,296 | 1,501 | 10.9% | $12.40万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $127.16万 | 0.08% | 3,852 | 201 | 5.5% | $6.64万 | 加仓 |
| EFA | ISHARES TR | $128.98万 | 0.08% | 12,416 | -182 | -1.4% | -$1.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $129.60万 | 0.08% | 40,872 | -100 | -0.2% | -$3,171 | 减仓 |
| VOO | VANGUARD INDEX FDS | $131.11万 | 0.09% | 1,909 | -5 | -0.3% | -$3,434 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $131.39万 | 0.09% | 26,000 | 2,000 | 8.3% | $10.11万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $131.69万 | 0.09% | 7,280 | -173 | -2.3% | -$3.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $133.13万 | 0.09% | 18,503 | -669 | -3.5% | -$4.81万 | 减仓 |
| FLOT | ISHARES TR | $136.41万 | 0.09% | 26,720 | -410 | -1.5% | -$2.09万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $139.29万 | 0.09% | 11,877 | -25 | -0.2% | -$2,932 | 减仓 |
| KVUE | KENVUE INC | $145.76万 | 0.09% | 76,275 | -4,479 | -5.5% | -$8.56万 | 减仓 |
| DOV | DOVER CORP | $162.72万 | 0.11% | 7,255 | -226 | -3.0% | -$5.07万 | 减仓 |
| WAT | WATERS CORP | $163.71万 | 0.11% | 4,365 | -1,735 | -28.4% | -$65.07万 | 减仓 |
| IWF | ISHARES TR | $165.61万 | 0.11% | 13,337 | -527 | -3.8% | -$6.54万 | 减仓 |
| MRK | MERCK & CO INC | $166.25万 | 0.11% | 12,938 | -889 | -6.4% | -$11.42万 | 减仓 |
| CTAS | CINTAS CORP | $172.82万 | 0.11% | 10,161 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $172.86万 | 0.11% | 21,299 | -215 | -1.0% | -$1.74万 | 减仓 |
| IBB | ISHARES TR | $200.02万 | 0.13% | 10,517 | 704 | 7.2% | $13.39万 | 加仓 |
| UL | UNILEVER PLC | $208.32万 | 0.14% | 34,651 | -1,763 | -4.8% | -$10.60万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $208.94万 | 0.14% | 9,451 | 9,451 | — | $208.94万 | 新建仓 |
| IWD | ISHARES TR | $210.70万 | 0.14% | 8,691 | -973 | -10.1% | -$23.59万 | 减仓 |
| CSX | CSX CORP | $212.25万 | 0.14% | 44,657 | 18 | 0.0% | $856 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $213.30万 | 0.14% | 39,787 | -300 | -0.7% | -$1.61万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.15% | 3 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $225.15万 | 0.15% | 4,584 | -20 | -0.4% | -$9,823 | 减仓 |
| IWP | ISHARES TR | $226.55万 | 0.15% | 15,474 | -250 | -1.6% | -$3.66万 | 减仓 |
| SHEL | SHELL PLC | $229.79万 | 0.15% | 29,636 | -1,604 | -5.1% | -$12.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $231.30万 | 0.15% | 7,760 | 14 | 0.2% | $4,173 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $234.75万 | 0.15% | 40,741 | -2,493 | -5.8% | -$14.36万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $241.29万 | 0.16% | 15,208 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $251.77万 | 0.16% | 2,143 | -4 | -0.2% | -$4,699 | 减仓 |
| IAU | ISHARES GOLD TR | $253.29万 | 0.16% | 33,544 | 4,781 | 16.6% | $36.10万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $254.28万 | 0.17% | 5,893 | -175 | -2.9% | -$7.55万 | 减仓 |
| T | AT&T INC | $254.51万 | 0.17% | 122,951 | 653 | 0.5% | $1.35万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $262.20万 | 0.17% | 23,887 | -815 | -3.3% | -$8.95万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $263.77万 | 0.17% | 31,495 | -50 | -0.2% | -$4,187 | 减仓 |
| DIS | DISNEY WALT CO | $266.90万 | 0.17% | 27,730 | -2,226 | -7.4% | -$21.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $281.66万 | 0.18% | 3,896 | 424 | 12.2% | $30.65万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $282.43万 | 0.18% | 19,531 | -923 | -4.5% | -$13.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $282.92万 | 0.18% | 6,807 | 724 | 11.9% | $30.09万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $288.82万 | 0.19% | 40,338 | -1,846 | -4.4% | -$13.22万 | 减仓 |
| GOOG | ALPHABET INC | $290.61万 | 0.19% | 8,225 | 486 | 6.3% | $17.17万 | 加仓 |
| IEFA | ISHARES TR | $304.20万 | 0.20% | 31,497 | -35 | -0.1% | -$3,380 | 减仓 |
| INTC | INTEL CORP | $321.62万 | 0.21% | 23,034 | -3,234 | -12.3% | -$45.16万 | 减仓 |
| GE | GE AEROSPACE | $388.85万 | 0.25% | 10,405 | 155 | 1.5% | $5.79万 | 加仓 |
| COP | CONOCOPHILLIPS | $409.21万 | 0.27% | 39,362 | 106 | 0.3% | $1.10万 | 加仓 |
| MET | METLIFE INC | $428.27万 | 0.28% | 50,617 | -2,395 | -4.5% | -$20.26万 | 减仓 |
| GPC | GENUINE PARTS CO | $486.69万 | 0.32% | 41,252 | 3,579 | 9.5% | $42.23万 | 加仓 |
| NFLX | NETFLIX INC. | $509.12万 | 0.33% | 71,305 | 12,993 | 22.3% | $92.77万 | 加仓 |
| XYL | XYLEM INC | $527.46万 | 0.34% | 44,620 | 2,440 | 5.8% | $28.84万 | 加仓 |
| QQQ | INVESCO QQQ TR | $529.14万 | 0.34% | 7,186 | -22 | -0.3% | -$1.62万 | 减仓 |
| NTRS | NORTHERN TR CORP | $548.31万 | 0.36% | 31,541 | -450 | -1.4% | -$7.82万 | 减仓 |
| NKE | NIKE INC | $561.78万 | 0.37% | 136,852 | -50,772 | -27.1% | -$208.42万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $570.76万 | 0.37% | 73,259 | -221 | -0.3% | -$1.72万 | 减仓 |
| NDAQ | NASDAQ INC | $639.47万 | 0.42% | 81,131 | -590 | -0.7% | -$4.65万 | 减仓 |
| BLK | BLACKROCK INC | $652.91万 | 0.43% | 6,790 | 298 | 4.6% | $28.66万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $665.74万 | 0.43% | 111,533 | -740 | -0.7% | -$4.42万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $676.95万 | 0.44% | 73,839 | -34 | -0.0% | -$3,117 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $690.62万 | 0.45% | 20,417 | 2,732 | 15.4% | $92.41万 | 加仓 |
| PFE | PFIZER INC | $699.88万 | 0.46% | 290,647 | 62 | 0.0% | $1,493 | 加仓 |
| IJR | ISHARES TR | $715.86万 | 0.47% | 48,267 | 942 | 2.0% | $13.97万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $719.28万 | 0.47% | 67,659 | 2,282 | 3.5% | $24.26万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $745.11万 | 0.49% | 84,787 | 5,652 | 7.1% | $49.67万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $760.47万 | 0.50% | 37,906 | -717 | -1.9% | -$14.38万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $783.06万 | 0.51% | 81,206 | 864 | 1.1% | $8.33万 | 加仓 |
| TFC | TRUIST FINL CORP | $786.81万 | 0.51% | 157,931 | -9,069 | -5.4% | -$45.18万 | 减仓 |
| WMT | WALMART INC | $825.27万 | 0.54% | 72,865 | 1,275 | 1.8% | $14.44万 | 加仓 |
| DE | DEERE & CO | $830.98万 | 0.54% | 13,100 | -411 | -3.0% | -$26.07万 | 减仓 |
| SPGI | S&P GLOBAL INC | $854.59万 | 0.56% | 20,984 | 238 | 1.1% | $9.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $921.84万 | 0.60% | 12,344 | -31 | -0.3% | -$2.32万 | 减仓 |
| TGT | TARGET CORP | $930.32万 | 0.61% | 71,229 | -315 | -0.4% | -$4.11万 | 减仓 |
| HD | HOME DEPOT INC | $949.36万 | 0.62% | 26,918 | 69 | 0.3% | $2.43万 | 加仓 |
| LLY | ELI LILLY & CO | $965.08万 | 0.63% | 8,046 | 553 | 7.4% | $66.33万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $967.98万 | 0.63% | 131,968 | -1,087 | -0.8% | -$7.97万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $973.75万 | 0.63% | 64,346 | -2,527 | -3.8% | -$38.24万 | 减仓 |
| MMM | 3M CO | $1,019.11万 | 0.66% | 62,943 | -1,063 | -1.7% | -$17.21万 | 减仓 |
| EMR | EMERSON ELEC CO | $1,019.17万 | 0.66% | 71,196 | -383 | -0.5% | -$5.48万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,062.82万 | 0.69% | 135,858 | 5,535 | 4.2% | $43.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,119.24万 | 0.73% | 264,346 | 1,960 | 0.7% | $8.30万 | 加仓 |
| AVGO | BROADCOM INC | $1,138.16万 | 0.74% | 30,130 | 1,107 | 3.8% | $41.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,258.00万 | 0.82% | 66,030 | 130 | 0.2% | $2.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,271.52万 | 0.83% | 63,547 | 1,303 | 2.1% | $26.07万 | 加仓 |
| SO | SOUTHERN CO | $1,295.27万 | 0.84% | 135,332 | 1,729 | 1.3% | $16.55万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,415.48万 | 0.92% | 48,280 | 394 | 0.8% | $11.55万 | 加仓 |
| KO | COCA COLA CO | $1,481.80万 | 0.96% | 182,330 | 78 | 0.0% | $6,339 | 加仓 |
| USB | US BANCORP | $1,528.90万 | 1.00% | 253,129 | 2,167 | 0.9% | $13.09万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,552.80万 | 1.01% | 49,360 | -651 | -1.3% | -$20.48万 | 减仓 |
| D | DOMINION ENERGY INC | $1,566.97万 | 1.02% | 229,458 | 3,236 | 1.4% | $22.10万 | 加仓 |