Violich Capital Management, Inc.
MILL VALLEY CA · SEC CIK 0001326766
$9.19亿2026Q2 申报市值
122持仓数
62.0%前十大占比 · 第一大 12.8%
6 / 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
XOM 新建仓+$716.75万
HONA 新建仓+$638.07万
AMZN 加仓+$191.32万
JPM 加仓+$167.59万
IVOO 加仓+$136.92万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$905.31万
HON 减仓-$724.84万
MA 减仓-$425.67万
LRCX 减仓-$346.66万
ORCL 减仓-$255.47万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc Cl C | $1.18亿 | 12.79% | 332,898 | -6,518 | -1.9% | -$230.30万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $1.15亿 | 12.46% | 320,578 | -4,615 | -1.4% | -$164.93万 | 减仓 |
| MSFT | Microsoft Corp | $6,605.40万 | 7.18% | 177,079 | -2,553 | -1.4% | -$95.23万 | 减仓 |
| AAPL | Apple Inc | $6,069.50万 | 6.60% | 209,756 | -1,121 | -0.5% | -$32.44万 | 减仓 |
| V | Visa Inc Cl A | $4,613.19万 | 5.02% | 134,460 | -7,198 | -5.1% | -$246.96万 | 减仓 |
| COST | Costco Wholesale Corp | $4,371.83万 | 4.76% | 46,734 | -1,670 | -3.5% | -$156.22万 | 减仓 |
| LRCX | Lam Research Corp | $3,997.47万 | 4.35% | 92,250 | -8,000 | -8.0% | -$346.66万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $2,793.48万 | 3.04% | 55,826 | -1,780 | -3.1% | -$89.07万 | 减仓 |
| ABBV | Abbvie Inc | $2,749.27万 | 2.99% | 109,254 | -1,225 | -1.1% | -$30.83万 | 减仓 |
| ORCL | Oracle Corp | $2,598.38万 | 2.83% | 177,303 | -17,432 | -9.0% | -$255.47万 | 减仓 |
| JNJ | Johnson & Johnson | $2,234.68万 | 2.43% | 87,990 | -3,548 | -3.9% | -$90.11万 | 减仓 |
| AMZN | Amazon Inc | $2,234.22万 | 2.43% | 93,741 | 8,027 | 9.4% | $191.32万 | 加仓 |
| AMLP | Alerian MLP ETF | $1,730.99万 | 1.88% | 333,845 | -3,750 | -1.1% | -$19.44万 | 减仓 |
| GLD | SPDR Gold Shares | $1,678.27万 | 1.83% | 45,558 | -6,368 | -12.3% | -$234.58万 | 减仓 |
| PM | Philip Morris Intl Inc | $1,562.07万 | 1.70% | 86,345 | -100 | -0.1% | -$1.81万 | 减仓 |
| BHP | BHP Billiton Ltd Spon Ads | $1,493.86万 | 1.62% | 179,314 | -7,615 | -4.1% | -$63.44万 | 减仓 |
| UNH | UnitedHealth Group Inc | $1,299.01万 | 1.41% | 31,254 | 250 | 0.8% | $10.39万 | 加仓 |
| CVX | Chevron Corp | $1,187.54万 | 1.29% | 71,642 | -2,256 | -3.1% | -$37.40万 | 减仓 |
| JPM | JPMorgan Chase & Co | $1,090.07万 | 1.19% | 33,302 | 5,120 | 18.2% | $167.59万 | 加仓 |
| PEP | Pepsico Inc | $960.11万 | 1.04% | 70,909 | -1,215 | -1.7% | -$16.45万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $900.61万 | 0.98% | 13,113 | -14 | -0.1% | -$9,615 | 减仓 |
| CSCO | Cisco Sys Inc | $862.57万 | 0.94% | 73,435 | -700 | -0.9% | -$8.22万 | 减仓 |
| UNP | Union Pacific Corp | $829.33万 | 0.90% | 30,490 | -985 | -3.1% | -$26.79万 | 减仓 |
| AEM | Agnico Eagle Mines Ltd | $786.82万 | 0.86% | 50,720 | -4,120 | -7.5% | -$63.91万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $760.99万 | 0.83% | 13,100 | 0 | 0.0% | — | 不变 |
| IVOO | Vanguard S&P Mid-Cap 400 Index Fund ETF | $721.05万 | 0.78% | 55,295 | 10,500 | 23.4% | $136.92万 | 加仓 |
| XOM | ExxonMobil Holdings Corp | $716.75万 | 0.78% | 52,425 | 52,425 | — | $716.75万 | 新建仓 |
| AON | AON Plc Cl A | $708.66万 | 0.77% | 21,365 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $652.75万 | 0.71% | 17,280 | -795 | -4.4% | -$30.03万 | 减仓 |
| HON | Honeywell Intl Inc | $646.21万 | 0.70% | 28,862 | -32,374 | -52.9% | -$724.84万 | 减仓 |
| MRK | Merck & Co Inc | $645.80万 | 0.70% | 50,257 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc | $638.07万 | 0.69% | 28,862 | 28,862 | — | $638.07万 | 新建仓 |
| GS | Goldman Sachs Group Inc | $510.74万 | 0.56% | 5,050 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp | $477.34万 | 0.52% | 25,060 | -8,924 | -26.3% | -$169.98万 | 减仓 |
| VZ | Verizon Communications Inc | $465.78万 | 0.51% | 110,010 | -3,050 | -2.7% | -$12.91万 | 减仓 |
| CVS | CVS Health Corp | $457.90万 | 0.50% | 44,263 | -3,434 | -7.2% | -$35.52万 | 减仓 |
| NEE | Nextera Energy Inc | $456.60万 | 0.50% | 52,022 | -375 | -0.7% | -$3.29万 | 减仓 |
| KO | Coca Cola Co | $354.74万 | 0.39% | 43,649 | -2,448 | -5.3% | -$19.89万 | 减仓 |
| AMGN | Amgen Inc | $338.58万 | 0.37% | 9,350 | -400 | -4.1% | -$14.48万 | 减仓 |
| META | Meta Platforms Inc Cl A | $316.29万 | 0.34% | 5,615 | 40 | 0.7% | $2.25万 | 加仓 |
| DELL | Dell Technologies Inc Cl C | $311.51万 | 0.34% | 7,220 | -1,268 | -14.9% | -$54.71万 | 减仓 |
| COP | ConocoPhillips | $303.03万 | 0.33% | 29,149 | -540 | -1.8% | -$5.61万 | 减仓 |
| ADP | Automatic Data Processing Inc | $300.09万 | 0.33% | 13,400 | -3,452 | -20.5% | -$77.31万 | 减仓 |
| DE | Deere & Co | $294.33万 | 0.32% | 4,640 | -35 | -0.7% | -$2.22万 | 减仓 |
| PG | Procter & Gamble Co | $286.89万 | 0.31% | 19,564 | 0 | 0.0% | — | 不变 |
| BDX | Becton Dickinson & Co | $253.31万 | 0.28% | 16,739 | -1,830 | -9.9% | -$27.69万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $252.48万 | 0.27% | 3,381 | -26 | -0.8% | -$1.94万 | 减仓 |
| CPAY | Fleetcor Technologies Inc | $239.95万 | 0.26% | 7,200 | 0 | 0.0% | — | 不变 |
| NVDA | Nvidia Corp | $222.70万 | 0.24% | 11,130 | 2,375 | 27.1% | $47.52万 | 加仓 |
| ACN | Accenture Plc Ireland Cl A | $193.50万 | 0.21% | 15,550 | -16,831 | -52.0% | -$209.44万 | 减仓 |
| CAT | Caterpillar Inc | $191.68万 | 0.21% | 1,800 | 0 | 0.0% | — | 不变 |
| SLV | iShares Silver Tr | $189.87万 | 0.21% | 35,510 | -6,800 | -16.1% | -$36.36万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $183.03万 | 0.20% | 2,444 | -35 | -1.4% | -$2.62万 | 减仓 |
| VFIAX | Vanguard 500 Index Fund Admiral | $158.35万 | 0.17% | 2,288 | -45 | -1.9% | -$3.11万 | 减仓 |
| LLY | Eli Lilly & Co | $154.85万 | 0.17% | 1,291 | -355 | -21.6% | -$42.58万 | 减仓 |
| RIO | Rio Tinto Plc Spon ADR | $153.79万 | 0.17% | 16,200 | -200 | -1.2% | -$1.90万 | 减仓 |
| WMT | Walmart Inc | $138.46万 | 0.15% | 12,225 | -400 | -3.2% | -$4.53万 | 减仓 |
| QQQ | Invesco QQQ Trust | $134.83万 | 0.15% | 1,831 | 240 | 15.1% | $17.67万 | 加仓 |
| LMT | Lockheed Martin Corp | $130.42万 | 0.14% | 2,560 | -850 | -24.9% | -$43.30万 | 减仓 |
| MCD | McDonalds Corp | $124.42万 | 0.14% | 4,603 | -70 | -1.5% | -$1.89万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $120.69万 | 0.13% | 5,500 | 0 | 0.0% | — | 不变 |
| SYK | Stryker Corp | $116.49万 | 0.13% | 3,700 | -900 | -19.6% | -$28.34万 | 减仓 |
| NKE | Nike Inc Cl B | $104.31万 | 0.11% | 25,410 | -38,800 | -60.4% | -$159.27万 | 减仓 |
| DUK | Duke Energy Corp | $103.90万 | 0.11% | 8,208 | -500 | -5.7% | -$6.33万 | 减仓 |
| EMR | Emerson Elec Co | $102.35万 | 0.11% | 7,150 | 625 | 9.6% | $8.95万 | 加仓 |
| MA | Mastercard Inc Cl A | $97.58万 | 0.11% | 1,900 | -8,288 | -81.4% | -$425.67万 | 减仓 |
| HPE | Hewlett Packard Enterprise Co | $90.22万 | 0.10% | 20,000 | 4,200 | 26.6% | $18.95万 | 加仓 |
| WAT | Waters Corp | $83.18万 | 0.09% | 2,218 | -668 | -23.1% | -$25.05万 | 减仓 |
| PCAR | Paccar Inc | $75.68万 | 0.08% | 6,300 | 2,400 | 61.5% | $28.83万 | 加仓 |
| LIN | Linde Plc | $73.43万 | 0.08% | 1,415 | 0 | 0.0% | — | 不变 |
| PANW | Palo Alto Networks Inc | $68.20万 | 0.07% | 2,000 | -400 | -16.7% | -$13.64万 | 减仓 |
| ACMR | ACM Research Inc | $67.89万 | 0.07% | 5,350 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc | $65.86万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| FDX | Fedex Corp | $65.76万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $63.45万 | 0.07% | 26,350 | -1,300 | -4.7% | -$3.13万 | 减仓 |
| KVUE | Kenvue Inc | $62.46万 | 0.07% | 32,686 | 0 | 0.0% | — | 不变 |
| NVS | Novartis A G Spon ADR | $61.86万 | 0.07% | 3,947 | -100 | -2.5% | -$1.57万 | 减仓 |
| — | Vanguard Extended Market Index Fund | $57.81万 | 0.06% | 3,095 | 0 | 0.0% | — | 不变 |
| HII | Huntington Ingalls Inds Inc | $57.38万 | 0.06% | 2,050 | -410 | -16.7% | -$11.48万 | 减仓 |
| MMM | 3M Co | $57.25万 | 0.06% | 3,536 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $55.15万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| RGLD | Royal Gold Inc | $49.90万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| VLTO | Veralto Corp | $49.18万 | 0.05% | 5,546 | 0 | 0.0% | — | 不变 |
| ALAB | Astera Labs Inc | $48.30万 | 0.05% | 1,000 | -2,000 | -66.7% | -$96.60万 | 减仓 |
| SLB | Schlumberger Ltd | $46.49万 | 0.05% | 10,000 | -1,450 | -12.7% | -$6.74万 | 减仓 |
| — | Wesdome Gold Mines Ltd | $45.62万 | 0.05% | 26,550 | -3,900 | -12.8% | -$6.70万 | 减仓 |
| CL | Colgate Palmolive Co | $45.11万 | 0.05% | 4,920 | -200 | -3.9% | -$1.83万 | 减仓 |
| SO | Southern Co | $44.30万 | 0.05% | 4,629 | 0 | 0.0% | — | 不变 |
| PCT | PureCycle Technologies Inc | $43.79万 | 0.05% | 54,000 | -7,000 | -11.5% | -$5.68万 | 减仓 |
| HD | Home Depot Inc | $43.73万 | 0.05% | 1,240 | -10 | -0.8% | -$3,527 | 减仓 |
| — | American Funds The Growth Fund of America A | $42.25万 | 0.05% | 4,799 | -50 | -1.0% | -$4,402 | 减仓 |
| SCHW | The Charles Schwab Corp | $38.75万 | 0.04% | 4,200 | 1,800 | 75.0% | $16.61万 | 加仓 |
| NXE | Nexgen Energy Ltd | $38.50万 | 0.04% | 41,000 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock Inc | $38.46万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Inc | $36.39万 | 0.04% | 1,775 | -2,201 | -55.4% | -$45.12万 | 减仓 |
| — | Vanguard Total Stock Market Index Admiral Shrs | $36.04万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle S A Spon ADR | $35.94万 | 0.04% | 3,500 | -1,340 | -27.7% | -$13.76万 | 减仓 |
| EPD | Enterprise Prods Partners LP | $35.11万 | 0.04% | 9,550 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $35.07万 | 0.04% | 6,222 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores Inc | $31.93万 | 0.03% | 1,500 | -350 | -18.9% | -$7.45万 | 减仓 |