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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $1,609.07万 | 1.05% | 87,076 | 272 | 0.3% | $5.03万 | 加仓 |
| PEP | PEPSICO INC | $1,723.05万 | 1.12% | 127,257 | -228 | -0.2% | -$3.09万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,775.56万 | 1.16% | 195,676 | 13,392 | 7.3% | $121.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,871.14万 | 1.22% | 112,882 | -921 | -0.8% | -$15.27万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,884.57万 | 1.23% | 20,146 | 402 | 2.0% | $37.61万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,973.17万 | 1.28% | 70,167 | 3,539 | 5.3% | $99.52万 | 加仓 |
| — | EXXON MOBIL CORP | $1,974.98万 | 1.29% | 144,454 | 175 | 0.1% | $2.39万 | 加仓 |
| CB | CHUBB LIMITED | $2,052.11万 | 1.34% | 60,225 | 113 | 0.2% | $3.85万 | 加仓 |
| ECL | ECOLAB INC | $2,112.31万 | 1.38% | 75,816 | 1,161 | 1.6% | $32.35万 | 加仓 |
| IWM | ISHARES TR | $2,124.30万 | 1.38% | 70,704 | -854 | -1.2% | -$25.66万 | 减仓 |
| AMZN | AMAZON COM INC | $2,151.42万 | 1.40% | 90,267 | 7,956 | 9.7% | $189.62万 | 加仓 |
| MCD | MCDONALDS CORP | $2,200.98万 | 1.43% | 81,424 | 632 | 0.8% | $17.08万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,340.54万 | 1.52% | 23,929 | 37 | 0.2% | $3.62万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2,373.90万 | 1.55% | 87,769 | -12 | -0.0% | -$3,246 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,595.89万 | 1.69% | 115,914 | 2,146 | 1.9% | $48.06万 | 加仓 |
| ORCL | ORACLE CORP | $2,616.72万 | 1.70% | 178,555 | 28 | 0.0% | $4,103 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,769.18万 | 1.80% | 188,842 | -138 | -0.1% | -$2.02万 | 减仓 |
| CAT | CATERPILLAR INC | $2,868.82万 | 1.87% | 26,940 | -438 | -1.6% | -$46.64万 | 减仓 |
| APH | AMPHENOL CORP | $3,050.89万 | 1.99% | 173,032 | 315 | 0.2% | $5.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,073.52万 | 2.00% | 431,372 | 3,497 | 0.8% | $24.92万 | 加仓 |
| IJH | ISHARES TR | $3,087.04万 | 2.01% | 400,343 | 381 | 0.1% | $2.94万 | 加仓 |
| RTX | RTX CORPORATION | $3,249.15万 | 2.12% | 171,251 | 736 | 0.4% | $13.96万 | 加仓 |
| ABBV | ABBVIE INC | $3,564.31万 | 2.32% | 141,643 | -112 | -0.1% | -$2.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,627.00万 | 2.36% | 72,484 | 697 | 1.0% | $34.88万 | 加仓 |
| LOW | LOWES COS INC | $3,655.22万 | 2.38% | 165,777 | -2,669 | -1.6% | -$58.85万 | 减仓 |
| CSCO | CISCO SYS INC | $3,660.71万 | 2.38% | 311,656 | -2,871 | -0.9% | -$33.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,771.47万 | 2.46% | 148,501 | -258 | -0.2% | -$6.55万 | 减仓 |
| IVV | ISHARES TR | $3,891.05万 | 2.53% | 51,958 | -422 | -0.8% | -$31.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4,475.74万 | 2.91% | 136,735 | -258 | -0.2% | -$8.45万 | 减仓 |
| GOOGL | ALPHABET INC | $5,503.41万 | 3.58% | 153,997 | -2,797 | -1.8% | -$99.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,607.32万 | 4.95% | 203,939 | 2,359 | 1.2% | $88.00万 | 加仓 |
| AAPL | APPLE INC | $8,965.95万 | 5.84% | 309,855 | -2,205 | -0.7% | -$63.80万 | 减仓 |