Violich Capital Management, Inc.
MILL VALLEY CA · SEC CIK 0001326766
$8.55亿2026Q1 申报市值
118持仓数
59.0%前十大占比 · 第一大 11.4%
9 / 4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
IVOO 加仓+$209.15万
VFIAX 新建仓+$140.57万
WAT 新建仓+$85.95万
EMR 加仓+$56.01万
Exxon Mobil Corp 加仓+$50.98万
2026Q1 卖出最多 按季末市值估算
ORCL 减仓-$261.09万
COP 减仓-$193.51万
RSP 清仓-$119.72万
COST 减仓-$72.64万
ADP 减仓-$71.62万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $784.40万 | 0.92% | 13,127 | 608 | 4.9% | $36.33万 | 加仓 |
| JPM | JPMorgan Chase & Co | $829.00万 | 0.97% | 28,182 | -83 | -0.3% | -$2.44万 | 减仓 |
| UNH | UnitedHealth Group Inc | $838.94万 | 0.98% | 31,004 | 692 | 2.3% | $18.72万 | 加仓 |
| — | Exxon Mobil Corp | $905.31万 | 1.06% | 53,360 | 3,005 | 6.0% | $50.98万 | 加仓 |
| AEM | Agnico Eagle Mines Ltd | $1,113.14万 | 1.30% | 54,840 | 1,567 | 2.9% | $31.81万 | 加仓 |
| PEP | Pepsico Inc | $1,120.01万 | 1.31% | 72,124 | -882 | -1.2% | -$13.70万 | 减仓 |
| BHP | BHP Billiton Ltd Spon Ads | $1,359.72万 | 1.59% | 186,929 | 603 | 0.3% | $4.39万 | 加仓 |
| — | Honeywell Intl Inc | $1,384.12万 | 1.62% | 61,236 | -300 | -0.5% | -$6.78万 | 减仓 |
| PM | Philip Morris Intl Inc | $1,429.28万 | 1.67% | 86,445 | 890 | 1.0% | $14.72万 | 加仓 |
| CVX | Chevron Corp | $1,528.95万 | 1.79% | 73,898 | 1,471 | 2.0% | $30.43万 | 加仓 |
| AMLP | Alerian MLP ETF | $1,777.10万 | 2.08% | 337,595 | 1,780 | 0.5% | $9.37万 | 加仓 |
| AMZN | Amazon Inc | $1,785.17万 | 2.09% | 85,714 | 55 | 0.1% | $1.15万 | 加仓 |
| LRCX | Lam Research Corp | $2,141.94万 | 2.50% | 100,250 | 0 | 0.0% | — | 不变 |
| GLD | SPDR Gold Shares | $2,234.32万 | 2.61% | 51,926 | 40 | 0.1% | $1.72万 | 加仓 |
| JNJ | Johnson & Johnson | $2,237.55万 | 2.62% | 91,538 | -2,500 | -2.7% | -$61.11万 | 减仓 |
| ABBV | Abbvie Inc | $2,402.81万 | 2.81% | 110,479 | -915 | -0.8% | -$19.90万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $2,760.48万 | 3.23% | 57,606 | -600 | -1.0% | -$28.75万 | 减仓 |
| ORCL | Oracle Corp | $2,864.75万 | 3.35% | 194,735 | -17,748 | -8.4% | -$261.09万 | 减仓 |
| V | Visa Inc Cl A | $4,281.47万 | 5.00% | 141,658 | -1,699 | -1.2% | -$51.35万 | 减仓 |
| COST | Costco Wholesale Corp | $4,823.12万 | 5.64% | 48,404 | -729 | -1.5% | -$72.64万 | 减仓 |
| AAPL | Apple Inc | $5,351.85万 | 6.26% | 210,877 | -2,090 | -1.0% | -$53.04万 | 减仓 |
| MSFT | Microsoft Corp | $6,649.44万 | 7.77% | 179,632 | -1,640 | -0.9% | -$60.71万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $9,351.25万 | 10.93% | 325,193 | -435 | -0.1% | -$12.51万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $9,736.49万 | 11.38% | 339,416 | -1,360 | -0.4% | -$39.01万 | 减仓 |