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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $25.06万 | 0.02% | 1,031 | -6 | -0.6% | -$1,458 | 减仓 |
| WELL | WELLTOWER INC | $24.93万 | 0.02% | 1,261 | -1 | -0.1% | -$198 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.69万 | 0.02% | 3,800 | 3,800 | — | $24.69万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $24.39万 | 0.02% | 1,193 | -220 | -15.6% | -$4.50万 | 减仓 |
| SJM | SMUCKER J M CO | $24.11万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $24.00万 | 0.02% | 1,458 | -456 | -23.8% | -$7.51万 | 减仓 |
| CTVA | CORTEVA INC | $23.97万 | 0.02% | 2,863 | -173 | -5.7% | -$1.45万 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.71万 | 0.02% | 1,032 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $23.08万 | 0.02% | 2,309 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $22.67万 | 0.02% | 4,544 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $22.65万 | 0.02% | 758 | -24 | -3.1% | -$7,172 | 减仓 |
| — | DUPONT DE NEMOURS INC | $22.25万 | 0.02% | 4,859 | -377 | -7.2% | -$1.73万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.96万 | 0.02% | 5,804 | -867 | -13.0% | -$3.28万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $21.92万 | 0.02% | 1,998 | 1,998 | — | $21.92万 | 新建仓 |
| BX | BLACKSTONE INC | $21.73万 | 0.02% | 1,890 | 270 | 16.7% | $3.10万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $21.50万 | 0.02% | 636 | 636 | — | $21.50万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.47万 | 0.02% | 2,595 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $21.36万 | 0.02% | 2,012 | -201 | -9.1% | -$2.13万 | 减仓 |
| ASML | ASML HLDG NV | $20.21万 | 0.01% | 153 | 153 | — | $20.21万 | 新建仓 |
| WAB | WABTEC | $20.07万 | 0.01% | 803 | 803 | — | $20.07万 | 新建仓 |
| — | NEW FOUND GOLD CORP | $2.72万 | 0.00% | 14,000 | 14,000 | — | $2.72万 | 新建仓 |
| 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 |