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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,470 | -100.0% | -$48.95万 | 清仓 |
| HEDJ | WISDOMTREE TR | $0 | 0.00% | 0 | -8,700 | -100.0% | -$46.16万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -987 | -100.0% | -$34.87万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -398 | -100.0% | -$22.54万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,126 | -100.0% | -$20.01万 | 清仓 |
| — | NEW FOUND GOLD CORP | $2.72万 | 0.00% | 14,000 | 14,000 | — | $2.72万 | 新建仓 |
| WAB | WABTEC | $20.07万 | 0.01% | 803 | 803 | — | $20.07万 | 新建仓 |
| ASML | ASML HLDG NV | $20.21万 | 0.01% | 153 | 153 | — | $20.21万 | 新建仓 |
| MUB | ISHARES TR | $21.36万 | 0.02% | 2,012 | -201 | -9.1% | -$2.13万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.47万 | 0.02% | 2,595 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $21.50万 | 0.02% | 636 | 636 | — | $21.50万 | 新建仓 |
| BX | BLACKSTONE INC | $21.73万 | 0.02% | 1,890 | 270 | 16.7% | $3.10万 | 重新持有 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.92万 | 0.02% | 1,998 | 1,998 | — | $21.92万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.96万 | 0.02% | 5,804 | -867 | -13.0% | -$3.28万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $22.25万 | 0.02% | 4,859 | -377 | -7.2% | -$1.73万 | 减仓 |
| VV | VANGUARD INDEX FDS | $22.65万 | 0.02% | 758 | -24 | -3.1% | -$7,172 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $22.67万 | 0.02% | 4,544 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $23.08万 | 0.02% | 2,309 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $23.71万 | 0.02% | 1,032 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $23.97万 | 0.02% | 2,863 | -173 | -5.7% | -$1.45万 | 减仓 |
| MS | MORGAN STANLEY | $24.00万 | 0.02% | 1,458 | -456 | -23.8% | -$7.51万 | 减仓 |
| SJM | SMUCKER J M CO | $24.11万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $24.39万 | 0.02% | 1,193 | -220 | -15.6% | -$4.50万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.69万 | 0.02% | 3,800 | 3,800 | — | $24.69万 | 新建仓 |
| WELL | WELLTOWER INC | $24.93万 | 0.02% | 1,261 | -1 | -0.1% | -$198 | 减仓 |
| ADBE | ADOBE INC | $25.06万 | 0.02% | 1,031 | -6 | -0.6% | -$1,458 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $25.17万 | 0.02% | 2,270 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $26.37万 | 0.02% | 3,995 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $27.03万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $27.36万 | 0.02% | 1,725 | -2,075 | -54.6% | -$32.91万 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.70万 | 0.02% | 965 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.29万 | 0.02% | 1,474 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $28.65万 | 0.02% | 1,511 | -100 | -6.2% | -$1.90万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $29.40万 | 0.02% | 2,548 | -629 | -19.8% | -$7.26万 | 减仓 |
| ITOT | ISHARES TR | $29.64万 | 0.02% | 2,081 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $30.12万 | 0.02% | 1,075 | -50 | -4.4% | -$1.40万 | 减仓 |
| TSLA | TESLA INC | $30.45万 | 0.02% | 819 | 123 | 17.7% | $4.57万 | 加仓 |
| — | HONEYWELL INTL INC | $30.47万 | 0.02% | 1,348 | 103 | 8.3% | $2.33万 | 加仓 |
| IWB | ISHARES TR | $30.77万 | 0.02% | 863 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $31.08万 | 0.02% | 4,295 | -500 | -10.4% | -$3.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.63万 | 0.02% | 995 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $34.24万 | 0.02% | 1,904 | 265 | 16.2% | $4.77万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.45万 | 0.02% | 2,628 | 100 | 4.0% | $1.31万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $34.86万 | 0.02% | 511 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $35.05万 | 0.02% | 980 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $35.69万 | 0.03% | 1,988 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $35.83万 | 0.03% | 6,310 | 896 | 16.5% | $5.09万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $35.86万 | 0.03% | 4,708 | -43 | -0.9% | -$3,275 | 减仓 |
| SDY | SPDR SERIES TRUST | $36.48万 | 0.03% | 2,500 | -300 | -10.7% | -$4.38万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $36.51万 | 0.03% | 2,465 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $36.64万 | 0.03% | 2,265 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $37.23万 | 0.03% | 971 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $37.57万 | 0.03% | 8,188 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $37.83万 | 0.03% | 4,721 | -25 | -0.5% | -$2,003 | 减仓 |
| CLX | CLOROX CO DEL | $38.34万 | 0.03% | 3,700 | -100 | -2.6% | -$1.04万 | 减仓 |
| CMI | CUMMINS INC | $38.45万 | 0.03% | 715 | -9 | -1.2% | -$4,840 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.53万 | 0.03% | 1,009 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $39.73万 | 0.03% | 1,953 | -77 | -3.8% | -$1.57万 | 减仓 |
| BA | BOEING CO | $39.95万 | 0.03% | 2,007 | -372 | -15.6% | -$7.40万 | 减仓 |
| ADSK | AUTODESK INC | $40.08万 | 0.03% | 1,674 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $40.24万 | 0.03% | 2,761 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $40.73万 | 0.03% | 1,298 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $43.41万 | 0.03% | 869 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $43.91万 | 0.03% | 685 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $43.91万 | 0.03% | 130 | -46 | -26.1% | -$15.54万 | 减仓 |
| PAYX | PAYCHEX INC | $45.60万 | 0.03% | 4,950 | -2 | -0.0% | -$184 | 减仓 |
| BP | BP PLC | $46.82万 | 0.03% | 9,962 | -469 | -4.5% | -$2.20万 | 减仓 |
| IYW | ISHARES TR | $49.00万 | 0.03% | 2,701 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $49.74万 | 0.04% | 7,300 | 4,100 | 128.1% | $27.94万 | 加仓 |
| NVS | NOVARTIS AG | $50.09万 | 0.04% | 3,279 | -15 | -0.5% | -$2,291 | 减仓 |
| ITT | ITT INC | $51.61万 | 0.04% | 2,709 | -20 | -0.7% | -$3,811 | 减仓 |
| MCK | MCKESSON CORP | $52.82万 | 0.04% | 610 | -5 | -0.8% | -$4,330 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $53.10万 | 0.04% | 11,495 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $53.75万 | 0.04% | 5,464 | -100 | -1.8% | -$9,838 | 减仓 |
| YUM | YUM BRANDS INC | $54.20万 | 0.04% | 3,486 | -375 | -9.7% | -$5.83万 | 减仓 |
| PSX | PHILLIPS 66 | $54.56万 | 0.04% | 2,995 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $56.82万 | 0.04% | 993 | -133 | -11.8% | -$7.61万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $59.17万 | 0.04% | 7,667 | -560 | -6.8% | -$4.32万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $65.65万 | 0.05% | 11,389 | 716 | 6.7% | $4.13万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $66.43万 | 0.05% | 1,077 | -9 | -0.8% | -$5,551 | 减仓 |
| IJJ | ISHARES TR | $66.95万 | 0.05% | 5,053 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $67.68万 | 0.05% | 2,110 | -40 | -1.9% | -$1.28万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $71.21万 | 0.05% | 2,767 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $71.46万 | 0.05% | 2,031 | 83 | 4.3% | $2.92万 | 加仓 |
| CI | THE CIGNA GROUP | $78.16万 | 0.06% | 2,930 | -20 | -0.7% | -$5,335 | 减仓 |
| IWR | ISHARES TR | $80.76万 | 0.06% | 8,306 | -500 | -5.7% | -$4.86万 | 减仓 |
| IGSB | ISHARES TR | $86.45万 | 0.06% | 16,447 | -1,643 | -9.1% | -$8.64万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $88.65万 | 0.06% | 1,914 | 898 | 88.4% | $41.59万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $89.28万 | 0.06% | 3,365 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $90.64万 | 0.06% | 1,844 | -10 | -0.5% | -$4,915 | 减仓 |
| MINT | PIMCO ETF TR | $91.15万 | 0.06% | 9,063 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $91.34万 | 0.06% | 3,022 | -331 | -9.9% | -$10.00万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $92.63万 | 0.07% | 27,511 | -3,350 | -10.9% | -$11.28万 | 减仓 |
| BAC | BANK AMERICA CORP | $93.80万 | 0.07% | 19,242 | -1,028 | -5.1% | -$5.01万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $95.69万 | 0.07% | 10,182 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $96.31万 | 0.07% | 15,722 | 100 | 0.6% | $6,126 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $96.47万 | 0.07% | 5,965 | -30 | -0.5% | -$4,852 | 减仓 |