LONDON CO OF VIRGINIA
RICHMOND VA · SEC CIK 0001259887
$175.38亿2026Q2 申报市值
169持仓数
28.8%前十大占比 · 第一大 4.7%
7 / 5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
RSG 加仓+$2.42亿
APPF 新建仓+$1.13亿
COO 加仓+$4,739.53万
SGI 加仓+$4,599.54万
NEU 加仓+$2,172.38万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$1.47亿
TEL 减仓-$8,671.97万
OTIS 清仓-$8,645.79万
ENTG 减仓-$8,356.95万
KEYS 减仓-$7,389.05万
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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $8.23亿 | 4.69% | 3,220,119 | -575,518 | -15.2% | -$1.47亿 | 减仓 |
| AAPL | APPLE INC | $6.36亿 | 3.63% | 2,199,195 | -70,677 | -3.1% | -$2,045.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.32亿 | 3.03% | 1,062,527 | -19,722 | -1.8% | -$986.90万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $5.20亿 | 2.97% | 1,652,991 | -47,306 | -2.8% | -$1,488.23万 | 减仓 |
| D | DOMINION ENERGY INC | $4.67亿 | 2.66% | 6,834,123 | -109,402 | -1.6% | -$747.11万 | 减仓 |
| TXN | TEXAS INSTRS INC | $4.62亿 | 2.63% | 1,549,011 | -197,248 | -11.3% | -$5,879.47万 | 减仓 |
| ENTG | ENTEGRIS INC | $4.48亿 | 2.55% | 2,490,787 | -464,844 | -15.7% | -$8,356.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.94亿 | 2.24% | 1,549,812 | -54,542 | -3.4% | -$1,385.22万 | 减仓 |
| NEU | NEWMARKET CORP | $3.87亿 | 2.20% | 488,482 | 27,455 | 6.0% | $2,172.38万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.76亿 | 2.14% | 1,280,962 | -35,587 | -2.7% | -$1,043.36万 | 减仓 |
| BLK | BLACKROCK INC | $3.68亿 | 2.10% | 383,099 | -12,492 | -3.2% | -$1,201.25万 | 减仓 |
| CSCO | CISCO SYS INC | $3.62亿 | 2.07% | 3,084,363 | -92,455 | -2.9% | -$1,085.98万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $3.53亿 | 2.01% | 2,423,092 | -120,976 | -4.8% | -$1,763.66万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3.53亿 | 2.01% | 1,951,756 | -68,405 | -3.4% | -$1,237.53万 | 减仓 |
| CMI | CUMMINS INC | $3.51亿 | 2.00% | 492,548 | -16,286 | -3.2% | -$1,161.61万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.38亿 | 1.93% | 1,548,853 | -45,373 | -2.8% | -$991.19万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $3.36亿 | 1.92% | 1,816,988 | -70,423 | -3.7% | -$1,303.83万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $3.19亿 | 1.82% | 3,452,804 | -116,476 | -3.3% | -$1,074.73万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $3.19亿 | 1.82% | 1,494,982 | 1,134,096 | 314.3% | $2.42亿 | 加仓 |
| CVX | CHEVRON CORPORATION | $3.03亿 | 1.73% | 1,827,459 | -64,646 | -3.4% | -$1,071.59万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2.95亿 | 1.68% | 3,764,607 | 586,750 | 18.5% | $4,599.54万 | 加仓 |
| DLTR | DOLLAR TREE INC | $2.66亿 | 1.52% | 2,203,154 | -97,051 | -4.2% | -$1,173.83万 | 减仓 |
| LOW | LOWES COS INC | $2.65亿 | 1.51% | 1,199,624 | -40,083 | -3.2% | -$883.81万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2.64亿 | 1.50% | 1,644,407 | -78,960 | -4.6% | -$1,266.58万 | 减仓 |
| CB | CHUBB LIMITED | $2.52亿 | 1.44% | 739,329 | -23,288 | -3.1% | -$793.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $2.49亿 | 1.42% | 3,464,036 | -128,238 | -3.6% | -$922.68万 | 减仓 |
| GOOG | ALPHABET INC | $2.41亿 | 1.37% | 681,915 | -65,502 | -8.8% | -$2,314.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.37亿 | 1.35% | 569,127 | 44,981 | 8.6% | $1,869.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $2.31亿 | 1.32% | 619,232 | -19,748 | -3.1% | -$736.66万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.24亿 | 1.28% | 2,192,437 | -75,624 | -3.3% | -$772.81万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $2.21亿 | 1.26% | 2,464,527 | -129,294 | -5.0% | -$1,158.82万 | 减仓 |
| FAST | FASTENAL CO | $2.18亿 | 1.24% | 4,539,273 | -154,740 | -3.3% | -$743.22万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.18亿 | 1.24% | 621,965 | -211,072 | -25.3% | -$7,389.05万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2.14亿 | 1.22% | 1,059,687 | -430,125 | -28.9% | -$8,671.97万 | 减仓 |
| COO | COOPER COS INC | $2.08亿 | 1.18% | 2,898,075 | 660,930 | 29.5% | $4,739.53万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2.06亿 | 1.17% | 1,824,581 | -80,692 | -4.2% | -$909.72万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.03亿 | 1.15% | 935,031 | -29,622 | -3.1% | -$641.62万 | 减仓 |
| MTB | M & T BK CORP | $2.01亿 | 1.15% | 845,405 | -37,316 | -4.2% | -$888.16万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $1.96亿 | 1.12% | 740,213 | -35,051 | -4.5% | -$927.10万 | 减仓 |
| MC | MOELIS & CO | $1.83亿 | 1.04% | 2,791,199 | -112,748 | -3.9% | -$737.60万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.75亿 | 1.00% | 344,289 | -12,265 | -3.4% | -$624.72万 | 减仓 |
| ALLY | ALLY FINL INC | $1.72亿 | 0.98% | 3,739,890 | -164,978 | -4.2% | -$758.07万 | 减仓 |
| VMC | VULCAN MATLS CO | $1.65亿 | 0.94% | 560,475 | -24,496 | -4.2% | -$722.66万 | 减仓 |
| LII | LENNOX INTL INC | $1.56亿 | 0.89% | 271,899 | -12,024 | -4.2% | -$688.93万 | 减仓 |
| BRKR | BRUKER CORP | $1.49亿 | 0.85% | 2,480,357 | -103,672 | -4.0% | -$623.84万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.42亿 | 0.81% | 1,960,645 | -41,590 | -2.1% | -$301.57万 | 减仓 |
| BALL | BALL CORP | $1.36亿 | 0.78% | 2,181,441 | -96,501 | -4.2% | -$602.17万 | 减仓 |
| STE | STERIS PLC | $1.35亿 | 0.77% | 641,604 | -29,248 | -4.4% | -$615.88万 | 减仓 |
| PAYX | PAYCHEX INC | $1.30亿 | 0.74% | 1,326,406 | -27,717 | -2.0% | -$272.55万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.28亿 | 0.73% | 953,764 | -41,682 | -4.2% | -$561.42万 | 减仓 |
| WAT | WATERS CORP | $1.28亿 | 0.73% | 340,771 | -14,539 | -4.1% | -$545.28万 | 减仓 |
| POST | POST HLDGS INC | $1.23亿 | 0.70% | 1,399,101 | -77,537 | -5.3% | -$684.33万 | 减仓 |
| APPF | APPFOLIO INC | $1.13亿 | 0.64% | 703,151 | 703,151 | — | $1.13亿 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.12亿 | 0.64% | 54,025 | -3,106 | -5.4% | -$644.34万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.08亿 | 0.62% | 187,051 | -2,572 | -1.4% | -$148.33万 | 减仓 |
| AVTR | AVANTOR INC | $1.04亿 | 0.59% | 10,485,960 | -366,297 | -3.4% | -$362.63万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1.01亿 | 0.57% | 339,558 | -20,684 | -5.7% | -$612.33万 | 减仓 |
| ATR | APTARGROUP INC | $9,928.82万 | 0.57% | 793,033 | -35,747 | -4.3% | -$447.55万 | 减仓 |
| V | VISA INC | $8,887.99万 | 0.51% | 259,057 | -8,476 | -3.2% | -$290.80万 | 减仓 |
| CCI | CROWN CASTLE INC | $8,837.01万 | 0.50% | 1,166,886 | -41,709 | -3.5% | -$315.87万 | 减仓 |
| POOL | POOL CORP | $8,148.11万 | 0.46% | 379,154 | -17,631 | -4.4% | -$378.89万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $8,023.00万 | 0.46% | 1,594,274 | -86,307 | -5.1% | -$434.33万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $7,974.72万 | 0.45% | 2,051,108 | -113,146 | -5.2% | -$439.91万 | 减仓 |
| THG | HANOVER INS GROUP INC | $7,725.72万 | 0.44% | 360,801 | -20,867 | -5.5% | -$446.82万 | 减仓 |
| MUSA | MURPHY USA INC | $7,564.86万 | 0.43% | 140,208 | -27,320 | -16.3% | -$1,474.04万 | 减仓 |
| CPRT | COPART INC | $7,349.15万 | 0.42% | 2,607,002 | -123,703 | -4.5% | -$348.72万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,523.09万 | 0.37% | 708,339 | -16,507 | -2.3% | -$152.01万 | 减仓 |
| QLYS | QUALYS INC | $5,894.62万 | 0.34% | 428,317 | -38,025 | -8.2% | -$523.31万 | 减仓 |
| FDX | FEDEX CORP | $5,769.23万 | 0.33% | 184,244 | -6,853 | -3.6% | -$214.59万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $4,886.39万 | 0.28% | 796,451 | -43,186 | -5.1% | -$264.95万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $4,878.10万 | 0.28% | 503,144 | -29,563 | -5.5% | -$286.62万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $4,774.47万 | 0.27% | 75,001 | -4,719 | -5.9% | -$300.41万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $4,692.08万 | 0.27% | 984,974 | -65,201 | -6.2% | -$310.60万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $4,623.98万 | 0.26% | 390,108 | -17,871 | -4.4% | -$211.83万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $4,408.82万 | 0.25% | 213,179 | -9,330 | -4.2% | -$192.96万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $3,945.20万 | 0.22% | 397,138 | -20,686 | -5.0% | -$205.50万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $3,874.81万 | 0.22% | 7,498,579 | -1,243,011 | -14.2% | -$642.31万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,816.43万 | 0.22% | 393,934 | -15,973 | -3.9% | -$154.75万 | 减仓 |
| — | GATES INDL CORP PLC | $3,661.55万 | 0.21% | 1,309,097 | -58,389 | -4.3% | -$163.31万 | 减仓 |
| MATX | MATSON INC | $3,626.12万 | 0.21% | 188,631 | -55,651 | -22.8% | -$1,069.80万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3,618.22万 | 0.21% | 137,425 | -747 | -0.5% | -$19.67万 | 减仓 |
| MZTI | MARZETTI COMPANY | $3,541.11万 | 0.20% | 310,255 | -50,160 | -13.9% | -$572.50万 | 减仓 |
| SAIA | SAIA INC | $3,433.75万 | 0.20% | 81,510 | -5,264 | -6.1% | -$221.76万 | 减仓 |
| PSMT | PRICESMART INC | $3,416.31万 | 0.19% | 174,887 | -8,262 | -4.5% | -$161.39万 | 减仓 |
| CTS | CTS CORP | $3,345.59万 | 0.19% | 513,204 | -23,256 | -4.3% | -$151.61万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3,324.27万 | 0.19% | 785,692 | -34,318 | -4.2% | -$145.20万 | 减仓 |
| TTC | TORO CO | $3,200.39万 | 0.18% | 328,640 | -22,014 | -6.3% | -$214.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,142.93万 | 0.18% | 157,076 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $2,941.45万 | 0.17% | 386,827 | 9,204 | 2.4% | $69.99万 | 加仓 |
| LLY | ELI LILLY & CO | $2,810.38万 | 0.16% | 23,431 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $2,807.43万 | 0.16% | 940,512 | -42,750 | -4.3% | -$127.61万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $2,628.04万 | 0.15% | 23,021 | -1,058 | -4.4% | -$120.78万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $2,554.33万 | 0.15% | 340,574 | -12,233 | -3.5% | -$91.75万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $2,396.56万 | 0.14% | 173,773 | -30,868 | -15.1% | -$425.71万 | 减仓 |
| HWKN | HAWKINS INC | $2,377.27万 | 0.14% | 167,292 | -7,123 | -4.1% | -$101.22万 | 减仓 |
| VNT | VONTIER CORPORATION | $2,276.69万 | 0.13% | 785,063 | -41,510 | -5.0% | -$120.38万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $2,242.79万 | 0.13% | 979,810 | -44,780 | -4.4% | -$102.50万 | 减仓 |
| PLUS | EPLUS INC | $2,160.00万 | 0.12% | 259,518 | -10,487 | -3.9% | -$87.28万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $2,048.96万 | 0.12% | 474,139 | -1,495,740 | -75.9% | -$6,463.74万 | 减仓 |
| IPAR | INTERPARFUMS INC | $2,015.86万 | 0.11% | 180,209 | -7,834 | -4.2% | -$87.63万 | 减仓 |