LONDON CO OF VIRGINIA
RICHMOND VA · SEC CIK 0001259887
$162.30亿2026Q1 申报市值
167持仓数
27.3%前十大占比 · 第一大 3.5%
6 / 9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
QSR 新建仓+$1.48亿
D 加仓+$1.34亿
DPZ 新建仓+$1.29亿
BRK/B 加仓+$4,114.67万
HWKN 新建仓+$2,679.07万
2026Q1 卖出最多 按季末市值估算
GLW 减仓-$2.76亿
APH 清仓-$7,088.61万
OTIS 减仓-$5,582.02万
SCHW 减仓-$5,044.05万
EQH 清仓-$4,626.48万
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 |
|---|---|---|---|---|---|---|---|---|
| MATX | MATSON INC | $4,004.82万 | 0.25% | 244,282 | -7,832 | -3.1% | -$128.40万 | 减仓 |
| QLYS | QUALYS INC | $4,096.90万 | 0.25% | 466,342 | 77,088 | 19.8% | $677.23万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $4,182.06万 | 0.26% | 417,824 | 30,510 | 7.9% | $305.38万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $4,226.57万 | 0.26% | 532,707 | -14,337 | -2.6% | -$113.75万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $4,857.34万 | 0.30% | 839,637 | 19,603 | 2.4% | $113.40万 | 加仓 |
| MZTI | MARZETTI COMPANY | $4,985.74万 | 0.31% | 360,415 | -4,585 | -1.3% | -$63.43万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $5,244.95万 | 0.32% | 8,741,590 | 3,007,687 | 52.5% | $1,804.61万 | 加仓 |
| THG | HANOVER INS GROUP INC | $6,616.37万 | 0.41% | 381,668 | -9,800 | -2.5% | -$169.89万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,691.05万 | 0.41% | 724,846 | -30,868 | -4.1% | -$284.94万 | 减仓 |
| FDX | FEDEX CORP | $6,806.49万 | 0.42% | 191,097 | -12,255 | -6.0% | -$436.50万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $6,892.09万 | 0.42% | 1,680,581 | 278,744 | 19.9% | $1,143.13万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $7,904.13万 | 0.49% | 360,886 | -22,612 | -5.9% | -$495.25万 | 减仓 |
| POOL | POOL CORP | $8,028.22万 | 0.49% | 396,785 | -36,678 | -8.5% | -$742.11万 | 减仓 |
| V | VISA INC | $8,085.92万 | 0.50% | 267,533 | -15,174 | -5.4% | -$458.62万 | 减仓 |
| MUSA | MURPHY USA INC | $8,275.88万 | 0.51% | 167,528 | -2,787 | -1.6% | -$137.68万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $8,324.75万 | 0.51% | 1,969,879 | -108,912 | -5.2% | -$460.26万 | 减仓 |
| AVTR | AVANTOR INC | $8,508.17万 | 0.52% | 10,852,257 | -1,084,265 | -9.1% | -$850.06万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $8,645.79万 | 0.53% | 1,121,660 | -724,183 | -39.2% | -$5,582.02万 | 减仓 |
| CPRT | COPART INC | $9,065.95万 | 0.56% | 2,730,705 | -276,654 | -9.2% | -$918.49万 | 减仓 |
| BRKR | BRUKER CORP | $9,333.55万 | 0.58% | 2,584,029 | -199,096 | -7.2% | -$719.14万 | 减仓 |
| CCI | CROWN CASTLE INC | $9,827.29万 | 0.61% | 1,208,595 | -18,666 | -1.5% | -$151.78万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1.02亿 | 0.63% | 2,164,254 | -256,171 | -10.6% | -$1,201.70万 | 减仓 |
| ATR | APTARGROUP INC | $1.04亿 | 0.64% | 828,780 | -81,371 | -8.9% | -$1,025.44万 | 减仓 |
| WAT | WATERS CORP | $1.06亿 | 0.65% | 355,310 | -149,364 | -29.6% | -$4,448.11万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.12亿 | 0.69% | 189,623 | 19,143 | 11.2% | $1,126.91万 | 加仓 |
| PAYX | PAYCHEX INC | $1.25亿 | 0.77% | 1,354,123 | -91,760 | -6.3% | -$845.31万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.26亿 | 0.77% | 57,131 | -1,566 | -2.7% | -$344.11万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1.29亿 | 0.80% | 360,242 | 360,242 | — | $1.29亿 | 新建仓 |
| LII | LENNOX INTL INC | $1.32亿 | 0.81% | 283,923 | -31,241 | -9.9% | -$1,450.02万 | 减仓 |
| BALL | BALL CORP | $1.35亿 | 0.83% | 2,277,942 | -227,754 | -9.1% | -$1,346.26万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.35亿 | 0.83% | 995,446 | -100,786 | -9.2% | -$1,365.25万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.42亿 | 0.87% | 524,146 | -58,695 | -10.1% | -$1,588.29万 | 减仓 |
| POST | POST HLDGS INC | $1.46亿 | 0.90% | 1,476,638 | -109,995 | -6.9% | -$1,087.42万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1.48亿 | 0.91% | 2,002,235 | 2,002,235 | — | $1.48亿 | 新建仓 |
| STE | STERIS PLC | $1.48亿 | 0.91% | 670,852 | -69,584 | -9.4% | -$1,538.72万 | 减仓 |
| ALLY | ALLY FINL INC | $1.53亿 | 0.94% | 3,904,868 | -410,027 | -9.5% | -$1,608.54万 | 减仓 |
| VMC | VULCAN MATLS CO | $1.59亿 | 0.98% | 584,971 | -61,595 | -9.5% | -$1,677.25万 | 减仓 |
| COO | COOPER COS INC | $1.60亿 | 0.99% | 2,237,145 | 162,766 | 7.8% | $1,163.78万 | 加仓 |
| MC | MOELIS & CO | $1.66亿 | 1.02% | 2,903,947 | -158,032 | -5.2% | -$900.78万 | 减仓 |
| MTB | M & T BK CORP | $1.82亿 | 1.12% | 882,721 | -92,800 | -9.5% | -$1,918.37万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1.88亿 | 1.16% | 964,653 | -65,921 | -6.4% | -$1,288.10万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $1.95亿 | 1.20% | 775,264 | -60,106 | -7.2% | -$1,512.24万 | 减仓 |
| SBUX | STARBUCKS CORP | $2.03亿 | 1.25% | 2,268,061 | -269,867 | -10.6% | -$2,417.76万 | 减仓 |
| GOOG | ALPHABET INC | $2.14亿 | 1.32% | 747,417 | -58,123 | -7.2% | -$1,667.32万 | 减仓 |
| FAST | FASTENAL CO | $2.18亿 | 1.34% | 4,694,013 | -345,652 | -6.9% | -$1,603.83万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2.23亿 | 1.37% | 1,905,273 | -194,715 | -9.3% | -$2,279.34万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $2.33亿 | 1.44% | 2,593,821 | -26,902 | -1.0% | -$241.66万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2.35亿 | 1.45% | 3,177,857 | -294,955 | -8.5% | -$2,180.31万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.35亿 | 1.45% | 833,037 | -84,845 | -9.2% | -$2,395.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.37亿 | 1.46% | 638,980 | -43,195 | -6.3% | -$1,599.00万 | 减仓 |
| MO | ALTRIA GROUP INC | $2.37亿 | 1.46% | 3,592,274 | -246,848 | -6.4% | -$1,628.96万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $2.43亿 | 1.50% | 356,554 | -26,504 | -6.9% | -$1,808.36万 | 减仓 |
| CSCO | CISCO SYS INC | $2.46亿 | 1.52% | 3,176,818 | -231,011 | -6.8% | -$1,792.42万 | 减仓 |
| CB | CHUBB LTD SWITZ | $2.49亿 | 1.53% | 762,617 | -40,220 | -5.0% | -$1,310.94万 | 减仓 |
| DLTR | DOLLAR TREE INC | $2.52亿 | 1.55% | 2,300,205 | -237,669 | -9.4% | -$2,602.72万 | 减仓 |
| CMI | CUMMINS INC | $2.74亿 | 1.69% | 508,834 | -33,822 | -6.2% | -$1,819.80万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $2.84亿 | 1.75% | 1,723,367 | -142,874 | -7.7% | -$2,354.58万 | 减仓 |
| LOW | LOWES COS INC | $2.93亿 | 1.80% | 1,239,707 | -80,582 | -6.1% | -$1,904.03万 | 减仓 |
| NEU | NEWMARKET CORP | $2.96亿 | 1.82% | 461,027 | -31,793 | -6.5% | -$2,037.84万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $2.97亿 | 1.83% | 1,887,411 | -163,143 | -8.0% | -$2,567.09万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $3.11亿 | 1.92% | 1,489,812 | -107,442 | -6.7% | -$2,245.79万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3.16亿 | 1.95% | 1,594,226 | -98,119 | -5.8% | -$1,945.14万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $3.34亿 | 2.06% | 2,020,161 | -137,849 | -6.4% | -$2,279.22万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $3.35亿 | 2.07% | 3,569,280 | -536,713 | -13.1% | -$5,044.05万 | 减仓 |
| TXN | TEXAS INSTRS INC | $3.39亿 | 2.09% | 1,746,259 | -107,766 | -5.8% | -$2,092.19万 | 减仓 |
| ENTG | ENTEGRIS INC | $3.47亿 | 2.14% | 2,955,631 | -213,760 | -6.7% | -$2,506.13万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $3.49亿 | 2.15% | 2,544,068 | -217,316 | -7.9% | -$2,981.15万 | 减仓 |
| BLK | BLACKROCK INC | $3.80亿 | 2.34% | 395,591 | -26,298 | -6.2% | -$2,529.24万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.82亿 | 2.36% | 1,316,549 | -41,533 | -3.1% | -$1,206.52万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3.91亿 | 2.41% | 1,892,105 | -108,563 | -5.4% | -$2,246.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.92亿 | 2.42% | 1,604,354 | -113,839 | -6.6% | -$2,782.72万 | 减仓 |
| D | DOMINION ENERGY INC | $4.29亿 | 2.64% | 6,943,525 | 2,165,195 | 45.3% | $1.34亿 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4.88亿 | 3.01% | 1,700,297 | -110,556 | -6.1% | -$3,173.01万 | 减仓 |
| GLW | CORNING INC | $5.16亿 | 3.18% | 3,795,637 | -2,027,809 | -34.8% | -$2.76亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.19亿 | 3.20% | 1,082,249 | 85,863 | 8.6% | $4,114.67万 | 加仓 |
| AAPL | APPLE INC | $5.76亿 | 3.55% | 2,269,872 | -145,948 | -6.0% | -$3,704.05万 | 减仓 |