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 |
|---|---|---|---|---|---|---|---|---|
| IPAR | INTERPARFUMS INC | $1,708.22万 | 0.11% | 188,043 | 33,359 | 21.6% | $303.04万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1,664.66万 | 0.10% | 176,884 | -2,068 | -1.2% | -$19.46万 | 减仓 |
| IJH | ISHARES TR | $1,583.11万 | 0.10% | 234,427 | -555,516 | -70.3% | -$3,751.47万 | 减仓 |
| MTN | VAIL RESORTS INC | $1,512.41万 | 0.09% | 117,855 | 15,141 | 14.7% | $194.30万 | 加仓 |
| HD | HOME DEPOT INC | $1,432.15万 | 0.09% | 43,545 | -17 | -0.0% | -$5,591 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1,320.52万 | 0.08% | 706,163 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $1,273.64万 | 0.08% | 167,474 | -111 | -0.1% | -$8,442 | 减仓 |
| MRTN | MARTEN TRANS LTD | $1,167.62万 | 0.07% | 889,273 | 48,697 | 5.8% | $63.94万 | 加仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $993.52万 | 0.06% | 584,424 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORPORATION | $947.73万 | 0.06% | 416,582 | 44,610 | 12.0% | $101.49万 | 加仓 |
| DE | DEERE & CO | $839.26万 | 0.05% | 14,899 | -9 | -0.1% | -$5,070 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 0.04% | 10 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $553.91万 | 0.03% | 22,334 | -30,181 | -57.5% | -$748.53万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $528.45万 | 0.03% | 15,637 | 396 | 2.6% | $13.38万 | 加仓 |
| CRH | CRH PLC | $441.89万 | 0.03% | 42,037 | 1,073 | 2.6% | $11.28万 | 加仓 |
| CSX | CSX CORP | $434.46万 | 0.03% | 105,837 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $321.95万 | 0.02% | 219,299 | 53,758 | 32.5% | $78.92万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $315.85万 | 0.02% | 10,865 | 382 | 3.6% | $11.10万 | 加仓 |
| ICLR | ICON PLC | $309.17万 | 0.02% | 27,939 | 13,501 | 93.5% | $149.40万 | 加仓 |
| KMX | CARMAX INC | $292.56万 | 0.02% | 70,360 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $236.49万 | 0.01% | 15,816 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $227.15万 | 0.01% | 37,453 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $225.57万 | 0.01% | 10,557 | -130,307 | -92.5% | -$2,784.27万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $222.09万 | 0.01% | 16,961 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $219.72万 | 0.01% | 276,378 | -6,895 | -2.4% | -$5.48万 | 减仓 |
| ALC | ALCON AG | $213.19万 | 0.01% | 28,730 | 770 | 2.8% | $5.71万 | 加仓 |
| GATX | GATX CORP | $207.45万 | 0.01% | 12,150 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $193.67万 | 0.01% | 11,415 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $191.22万 | 0.01% | 36,202 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $172.38万 | 0.01% | 1,730 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $156.00万 | 0.01% | 19,595 | -195 | -1.0% | -$1.55万 | 减仓 |
| NFLX | NETFLIX INC. | $154.80万 | 0.01% | 16,100 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $150.66万 | 0.01% | 26,138 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $141.53万 | 0.01% | 6,808 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $138.51万 | 0.01% | 11,992 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $133.29万 | 0.01% | 6,400 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $127.60万 | 0.01% | 6,470 | 6,470 | — | $127.60万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $125.01万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $98.78万 | 0.01% | 8,150 | -125 | -1.5% | -$1.52万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $79.17万 | 0.00% | 4,767 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $78.95万 | 0.00% | 23,373 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $68.29万 | 0.00% | 2,270 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $61.46万 | 0.00% | 2,986 | -508 | -14.5% | -$10.46万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $56.87万 | 0.00% | 1,657 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $55.11万 | 0.00% | 16,369 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $51.58万 | 0.00% | 2,601 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $49.08万 | 0.00% | 108,582 | 2,874 | 2.7% | $1.30万 | 加仓 |
| PFE | PFIZER INC | $47.91万 | 0.00% | 17,061 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.55万 | 0.00% | 730 | -2,512 | -77.5% | -$163.64万 | 减仓 |
| TSLA | TESLA INC | $47.18万 | 0.00% | 1,269 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $45.54万 | 0.00% | 22,000 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $44.69万 | 0.00% | 5,416 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $42.74万 | 0.00% | 3,651 | 3,651 | — | $42.74万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $42.40万 | 0.00% | 2,780 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $40.14万 | 0.00% | 8,233 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $34.48万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $34.38万 | 0.00% | 1,620 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $31.54万 | 0.00% | 4,428 | -444,342 | -99.0% | -$3,164.93万 | 减仓 |
| MRK | MERCK & CO INC | $28.60万 | 0.00% | 2,378 | -1,491 | -38.5% | -$17.93万 | 减仓 |
| COP | CONOCOPHILLIPS | $21.40万 | 0.00% | 1,621 | 1,621 | — | $21.40万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $17.37万 | 0.00% | 663 | -612 | -48.0% | -$16.04万 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $13.50万 | 0.00% | 10,600 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $11.44万 | 0.00% | 320 | -30,135 | -98.9% | -$1,077.04万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2.23万 | 0.00% | 77 | -670 | -89.7% | -$19.38万 | 减仓 |
| IWV | ISHARES TR | $6,825 | 0.00% | 18 | -562 | -96.9% | -$21.31万 | 减仓 |
| IJR | ISHARES TR | $4,727 | 0.00% | 38 | -9 | -19.1% | -$1,120 | 减仓 |
| IWR | ISHARES TR | $1,512 | 0.00% | 16 | -6,479 | -99.8% | -$61.23万 | 减仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -524,534 | -100.0% | -$7,088.61万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -970,930 | -100.0% | -$4,626.48万 | 清仓 |
| AXTA | AXALTA COATING SYS LTD | $0 | 0.00% | 0 | -1,058,342 | -100.0% | -$3,419.52万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -1,181,778 | -100.0% | -$3,079.72万 | 清仓 |
| — | ALEXANDER & BALDWIN INC NEW | $0 | 0.00% | 0 | -802,740 | -100.0% | -$1,656.86万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -1,249,237 | -100.0% | -$1,100.58万 | 清仓 |
| TREX | TREX CO INC | $0 | 0.00% | 0 | -252,509 | -100.0% | -$885.82万 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -144,413 | -100.0% | -$149.90万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -922 | -100.0% | -$20.58万 | 清仓 |