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 |
|---|---|---|---|---|---|---|---|---|
| DXJ | WISDOMTREE TR | $29.93万 | 0.02% | 1,725 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $28.25万 | 0.02% | 2,731 | -397 | -12.7% | -$4.11万 | 重新持有 |
| SJM | SMUCKER J M CO | $28.12万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $26.84万 | 0.02% | 1,988 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $26.18万 | 0.02% | 514 | 3 | 0.6% | $1,528 | 加仓 |
| VV | VANGUARD INDEX FDS | $26.07万 | 0.02% | 758 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $25.65万 | 0.02% | 3,800 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $25.54万 | 0.02% | 1,998 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $24.31万 | 0.02% | 2,870 | 7 | 0.2% | $593 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.16万 | 0.02% | 6,571 | 767 | 13.2% | $2.82万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.59万 | 0.02% | 839 | 839 | — | $23.59万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $23.21万 | 0.02% | 1,193 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $22.98万 | 0.01% | 4,544 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $22.91万 | 0.01% | 4,125 | -170 | -4.0% | -$9,441 | 减仓 |
| HSY | HERSHEY CO | $22.81万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.35万 | 0.01% | 1,899 | 9 | 0.5% | $1,059 | 加仓 |
| WM | WASTE MGMT INC DEL | $22.04万 | 0.01% | 989 | -43 | -4.2% | -$9,584 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $21.93万 | 0.01% | 1,617 | -3,242 | -66.7% | -$43.97万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.84万 | 0.01% | 2,536 | 1,982 | 357.8% | $17.07万 | 重新持有 |
| PGR | PROGRESSIVE CORP | $21.76万 | 0.01% | 996 | 996 | — | $21.76万 | 新建仓 |
| MUB | ISHARES TR | $21.65万 | 0.01% | 2,012 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $21.65万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $21.55万 | 0.01% | 6,741 | 6,741 | — | $21.55万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $21.27万 | 0.01% | 2,574 | -21 | -0.8% | -$1,736 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.81万 | 0.01% | 524 | 524 | — | $20.81万 | 新建仓 |
| IJK | ISHARES TR | $20.36万 | 0.01% | 1,733 | 1,733 | — | $20.36万 | 新建仓 |
| MAS | MASCO CORP | $20.34万 | 0.01% | 2,500 | 2,500 | — | $20.34万 | 新建仓 |
| — | NEW FOUND GOLD CORP | $2.16万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -130 | -100.0% | -$43.91万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$40.08万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$30.47万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,031 | -100.0% | -$25.06万 | 清仓 |