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 |
|---|---|---|---|---|---|---|---|---|
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -1,121,660 | -100.0% | -$8,645.79万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -584,424 | -100.0% | -$993.52万 | 清仓 |
| BUR | BURFORD CAPITAL LIMITED | $0 | 0.00% | 0 | -108,582 | -100.0% | -$49.08万 | 清仓 |
| NGVT | INGEVITY CORP | $0 | 0.00% | 0 | -4,428 | -100.0% | -$31.54万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,621 | -100.0% | -$21.40万 | 清仓 |
| IYJ | ISHARES TR | $1,276 | 0.00% | 8 | 8 | — | $1,276 | 新建仓 |
| IGV | ISHARES TR | $3,128 | 0.00% | 35 | 35 | — | $3,128 | 新建仓 |
| IYT | ISHARES TR | $4,240 | 0.00% | 49 | 49 | — | $4,240 | 新建仓 |
| IWV | ISHARES TR | $4.50万 | 0.00% | 105 | 87 | 483.3% | $3.72万 | 加仓 |
| IXP | ISHARES TR | $4.76万 | 0.00% | 422 | 422 | — | $4.76万 | 新建仓 |
| IJR | ISHARES TR | $9.11万 | 0.00% | 614 | 576 | 1,515.8% | $8.55万 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $11.36万 | 0.00% | 10,600 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $12.33万 | 0.00% | 1,530 | 1,222 | 396.8% | $9.85万 | 加仓 |
| IWB | ISHARES TR | $16.06万 | 0.00% | 392 | 72 | 22.5% | $2.95万 | 加仓 |
| VB | VANGUARD INDEX FDS | $16.27万 | 0.00% | 537 | -126 | -19.0% | -$3.82万 | 减仓 |
| MRK | MERCK & CO INC | $28.12万 | 0.00% | 2,188 | -190 | -8.0% | -$2.44万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $32.37万 | 0.00% | 2,601 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $37.06万 | 0.00% | 3,651 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $37.78万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $38.40万 | 0.00% | 1,559 | -1,427 | -47.8% | -$35.14万 | 减仓 |
| PKG | PACKAGING CORP AMER | $38.60万 | 0.00% | 1,620 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $41.08万 | 0.00% | 17,061 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $41.96万 | 0.00% | 5,524 | 108 | 2.0% | $8,204 | 加仓 |
| SONY | SONY GROUP CORP | $44.13万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $45.77万 | 0.00% | 8,033 | -200 | -2.4% | -$1.14万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $50.90万 | 0.00% | 2,780 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $53.37万 | 0.00% | 1,269 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $58.70万 | 0.00% | 1,657 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $59.32万 | 0.00% | 16,369 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $63.94万 | 0.00% | 2,270 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $69.66万 | 0.00% | 6,315 | 6,299 | 39,368.8% | $69.49万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $90.25万 | 0.01% | 4,792 | 25 | 0.5% | $4,708 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $90.45万 | 0.01% | 1,210 | 480 | 65.8% | $35.88万 | 加仓 |
| UDR | UDR INC | $93.31万 | 0.01% | 23,373 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $100.12万 | 0.01% | 4,130 | -6,427 | -60.9% | -$155.81万 | 减仓 |
| TGT | TARGET CORP | $102.03万 | 0.01% | 7,811 | -339 | -4.2% | -$4.43万 | 减仓 |
| NFLX | NETFLIX INC. | $114.95万 | 0.01% | 16,100 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $119.45万 | 0.01% | 6,808 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $122.68万 | 0.01% | 6,470 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $134.28万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $144.05万 | 0.01% | 11,992 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $148.61万 | 0.01% | 36,202 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $151.18万 | 0.01% | 26,138 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $152.54万 | 0.01% | 6,400 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $156.07万 | 0.01% | 11,415 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $161.84万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $194.11万 | 0.01% | 23,489 | 3,894 | 19.9% | $32.18万 | 加仓 |
| ALC | ALCON AG | $198.64万 | 0.01% | 29,414 | 684 | 2.4% | $4.62万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $202.26万 | 0.01% | 15,979 | -982 | -5.8% | -$12.43万 | 减仓 |
| TG | TREDEGAR CORP | $210.92万 | 0.01% | 264,974 | -11,404 | -4.1% | -$9.08万 | 减仓 |
| GATX | GATX CORP | $215.29万 | 0.01% | 12,150 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $215.80万 | 0.01% | 37,453 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $283.04万 | 0.02% | 15,816 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $345.30万 | 0.02% | 13,211 | 2,346 | 21.6% | $61.32万 | 加仓 |
| KMX | CARMAX INC | $370.81万 | 0.02% | 70,110 | -250 | -0.4% | -$1.32万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $390.44万 | 0.02% | 224,531 | 5,232 | 2.4% | $9.10万 | 加仓 |
| CRH | CRH PLC | $459.98万 | 0.03% | 42,989 | 952 | 2.3% | $10.19万 | 加仓 |
| CSX | CSX CORP | $503.04万 | 0.03% | 105,837 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PUB LTD CO | $506.28万 | 0.03% | 29,145 | 1,206 | 4.3% | $20.95万 | 加仓 |
| IWM | ISHARES TR | $547.12万 | 0.03% | 18,208 | -4,126 | -18.5% | -$123.98万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $748.85万 | 0.04% | 10 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $763.59万 | 0.04% | 15,989 | 352 | 2.3% | $16.81万 | 加仓 |
| ENOV | ENOVIS CORPORATION | $799.86万 | 0.05% | 386,405 | -30,177 | -7.2% | -$62.47万 | 减仓 |
| DE | DEERE & CO | $945.09万 | 0.05% | 14,899 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $1,275.29万 | 0.07% | 17,020 | -19,888 | -53.9% | -$1,490.19万 | 减仓 |
| KO | COCA COLA CO | $1,356.52万 | 0.08% | 166,915 | -559 | -0.3% | -$4.54万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,387.82万 | 0.08% | 91,908 | 91,908 | — | $1,387.82万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $1,481.64万 | 0.08% | 853,969 | -35,304 | -4.0% | -$61.25万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,490.71万 | 0.08% | 706,163 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $1,519.71万 | 0.09% | 111,532 | -6,323 | -5.4% | -$86.16万 | 减仓 |
| HD | HOME DEPOT INC | $1,535.75万 | 0.09% | 43,545 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $1,814.50万 | 0.10% | 235,309 | 882 | 0.4% | $6.80万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,966.14万 | 0.11% | 186,117 | 9,233 | 5.2% | $97.54万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $1,968.20万 | 0.11% | 162,617 | 162,617 | — | $1,968.20万 | 新建仓 |
| IPAR | INTERPARFUMS INC | $2,015.86万 | 0.11% | 180,209 | -7,834 | -4.2% | -$87.63万 | 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 |
| PLUS | EPLUS INC | $2,160.00万 | 0.12% | 259,518 | -10,487 | -3.9% | -$87.28万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $2,242.79万 | 0.13% | 979,810 | -44,780 | -4.4% | -$102.50万 | 减仓 |
| VNT | VONTIER CORPORATION | $2,276.69万 | 0.13% | 785,063 | -41,510 | -5.0% | -$120.38万 | 减仓 |
| HWKN | HAWKINS INC | $2,377.27万 | 0.14% | 167,292 | -7,123 | -4.1% | -$101.22万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $2,396.56万 | 0.14% | 173,773 | -30,868 | -15.1% | -$425.71万 | 减仓 |
| HAE | HAEMONETICS CORP MASS | $2,554.33万 | 0.15% | 340,574 | -12,233 | -3.5% | -$91.75万 | 减仓 |
| GHC | GRAHAM HLDGS CO | $2,628.04万 | 0.15% | 23,021 | -1,058 | -4.4% | -$120.78万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $2,807.43万 | 0.16% | 940,512 | -42,750 | -4.3% | -$127.61万 | 减仓 |
| LLY | ELI LILLY & CO | $2,810.38万 | 0.16% | 23,431 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $2,941.45万 | 0.17% | 386,827 | 9,204 | 2.4% | $69.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,142.93万 | 0.18% | 157,076 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $3,200.39万 | 0.18% | 328,640 | -22,014 | -6.3% | -$214.38万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $3,324.27万 | 0.19% | 785,692 | -34,318 | -4.2% | -$145.20万 | 减仓 |
| CTS | CTS CORP | $3,345.59万 | 0.19% | 513,204 | -23,256 | -4.3% | -$151.61万 | 减仓 |
| PSMT | PRICESMART INC | $3,416.31万 | 0.19% | 174,887 | -8,262 | -4.5% | -$161.39万 | 减仓 |
| SAIA | SAIA INC | $3,433.75万 | 0.20% | 81,510 | -5,264 | -6.1% | -$221.76万 | 减仓 |
| MZTI | MARZETTI COMPANY | $3,541.11万 | 0.20% | 310,255 | -50,160 | -13.9% | -$572.50万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $3,618.22万 | 0.21% | 137,425 | -747 | -0.5% | -$19.67万 | 减仓 |
| MATX | MATSON INC | $3,626.12万 | 0.21% | 188,631 | -55,651 | -22.8% | -$1,069.80万 | 减仓 |
| — | GATES INDL CORP PLC | $3,661.55万 | 0.21% | 1,309,097 | -58,389 | -4.3% | -$163.31万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $3,816.43万 | 0.22% | 393,934 | -15,973 | -3.9% | -$154.75万 | 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 |
| DECK | DECKERS OUTDOOR CORP | $3,945.20万 | 0.22% | 397,138 | -20,686 | -5.0% | -$205.50万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $4,408.82万 | 0.25% | 213,179 | -9,330 | -4.2% | -$192.96万 | 减仓 |