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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $1,774.64万 | 1.25% | 71,558 | -678 | -0.9% | -$16.81万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,871.51万 | 1.32% | 182,284 | 2,933 | 1.6% | $30.11万 | 加仓 |
| CAT | CATERPILLAR INC | $1,939.64万 | 1.37% | 27,378 | -268 | -1.0% | -$18.99万 | 减仓 |
| CB | CHUBB LTD SWITZ | $1,959.23万 | 1.38% | 60,112 | 451 | 0.8% | $14.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,967.31万 | 1.39% | 19,744 | 626 | 3.3% | $62.38万 | 加仓 |
| PEP | PEPSICO INC | $1,979.72万 | 1.40% | 127,485 | 2,394 | 1.9% | $37.18万 | 加仓 |
| ECL | ECOLAB INC | $1,985.97万 | 1.40% | 74,655 | 962 | 1.3% | $25.59万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,138.91万 | 1.51% | 23,892 | -467 | -1.9% | -$41.81万 | 减仓 |
| APH | AMPHENOL CORP | $2,182.27万 | 1.54% | 172,717 | 4,231 | 2.5% | $53.46万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,284.86万 | 1.61% | 87,781 | -420 | -0.5% | -$10.93万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,311.54万 | 1.63% | 113,768 | 508 | 0.4% | $10.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,354.58万 | 1.66% | 113,803 | 78 | 0.1% | $1.61万 | 加仓 |
| CSCO | CISCO SYS INC | $2,440.41万 | 1.72% | 314,527 | 5,619 | 1.8% | $43.60万 | 加仓 |
| — | EXXON MOBIL CORP | $2,447.84万 | 1.73% | 144,279 | -115 | -0.1% | -$1.95万 | 减仓 |
| MCD | MCDONALDS CORP | $2,510.94万 | 1.77% | 80,792 | -1,381 | -1.7% | -$42.92万 | 减仓 |
| ORCL | ORACLE CORP | $2,626.31万 | 1.85% | 178,527 | -10,613 | -5.6% | -$156.13万 | 减仓 |
| IJH | ISHARES TR | $2,700.95万 | 1.90% | 399,962 | -366 | -0.1% | -$2.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,729.62万 | 1.92% | 188,980 | 6,310 | 3.5% | $91.14万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,741.82万 | 1.93% | 427,875 | 55,141 | 14.8% | $353.34万 | 加仓 |
| ABBV | ABBVIE INC | $3,083.03万 | 2.17% | 141,755 | -325 | -0.2% | -$7.07万 | 减仓 |
| RTX | RTX CORPORATION | $3,289.24万 | 2.32% | 170,515 | 147 | 0.1% | $2.84万 | 加仓 |
| IVV | ISHARES TR | $3,421.54万 | 2.41% | 52,380 | -531 | -1.0% | -$34.69万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,440.01万 | 2.42% | 71,787 | -1,289 | -1.8% | -$61.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,636.27万 | 2.56% | 148,759 | 284 | 0.2% | $6.94万 | 加仓 |
| LOW | LOWES COS INC | $3,980.04万 | 2.80% | 168,446 | -911 | -0.5% | -$21.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,029.77万 | 2.84% | 136,993 | 646 | 0.5% | $19.00万 | 加仓 |
| GOOGL | ALPHABET INC | $4,508.78万 | 3.18% | 156,794 | -1,934 | -1.2% | -$55.61万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,461.89万 | 5.26% | 201,580 | 2,110 | 1.1% | $78.11万 | 加仓 |
| AAPL | APPLE INC | $7,919.78万 | 5.58% | 312,060 | -1,784 | -0.6% | -$45.28万 | 减仓 |