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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| AMD | Advanced Micro Devices Inc | $760.99万 | 0.83% | 13,100 | 0 | 0.0% | — | 不变 |
| AEM | Agnico Eagle Mines Ltd | $786.82万 | 0.86% | 50,720 | -4,120 | -7.5% | -$63.91万 | 减仓 |
| UNP | Union Pacific Corp | $829.33万 | 0.90% | 30,490 | -985 | -3.1% | -$26.79万 | 减仓 |
| CSCO | Cisco Sys Inc | $862.57万 | 0.94% | 73,435 | -700 | -0.9% | -$8.22万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $900.61万 | 0.98% | 13,113 | -14 | -0.1% | -$9,615 | 减仓 |
| PEP | Pepsico Inc | $960.11万 | 1.04% | 70,909 | -1,215 | -1.7% | -$16.45万 | 减仓 |
| JPM | JPMorgan Chase & Co | $1,090.07万 | 1.19% | 33,302 | 5,120 | 18.2% | $167.59万 | 加仓 |
| CVX | Chevron Corp | $1,187.54万 | 1.29% | 71,642 | -2,256 | -3.1% | -$37.40万 | 减仓 |
| UNH | UnitedHealth Group Inc | $1,299.01万 | 1.41% | 31,254 | 250 | 0.8% | $10.39万 | 加仓 |
| BHP | BHP Billiton Ltd Spon Ads | $1,493.86万 | 1.62% | 179,314 | -7,615 | -4.1% | -$63.44万 | 减仓 |
| PM | Philip Morris Intl Inc | $1,562.07万 | 1.70% | 86,345 | -100 | -0.1% | -$1.81万 | 减仓 |
| GLD | SPDR Gold Shares | $1,678.27万 | 1.83% | 45,558 | -6,368 | -12.3% | -$234.58万 | 减仓 |
| AMLP | Alerian MLP ETF | $1,730.99万 | 1.88% | 333,845 | -3,750 | -1.1% | -$19.44万 | 减仓 |
| AMZN | Amazon Inc | $2,234.22万 | 2.43% | 93,741 | 8,027 | 9.4% | $191.32万 | 加仓 |
| JNJ | Johnson & Johnson | $2,234.68万 | 2.43% | 87,990 | -3,548 | -3.9% | -$90.11万 | 减仓 |
| ORCL | Oracle Corp | $2,598.38万 | 2.83% | 177,303 | -17,432 | -9.0% | -$255.47万 | 减仓 |
| ABBV | Abbvie Inc | $2,749.27万 | 2.99% | 109,254 | -1,225 | -1.1% | -$30.83万 | 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 |
| LRCX | Lam Research Corp | $3,997.47万 | 4.35% | 92,250 | -8,000 | -8.0% | -$346.66万 | 减仓 |
| COST | Costco Wholesale Corp | $4,371.83万 | 4.76% | 46,734 | -1,670 | -3.5% | -$156.22万 | 减仓 |
| V | Visa Inc Cl A | $4,613.19万 | 5.02% | 134,460 | -7,198 | -5.1% | -$246.96万 | 减仓 |
| AAPL | Apple Inc | $6,069.50万 | 6.60% | 209,756 | -1,121 | -0.5% | -$32.44万 | 减仓 |
| MSFT | Microsoft Corp | $6,605.40万 | 7.18% | 177,079 | -2,553 | -1.4% | -$95.23万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $1.15亿 | 12.46% | 320,578 | -4,615 | -1.4% | -$164.93万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $1.18亿 | 12.79% | 332,898 | -6,518 | -1.9% | -$230.30万 | 减仓 |