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 |
|---|---|---|---|---|---|---|---|---|
| — | Exxon Mobil Corp | $0 | 0.00% | 0 | -53,360 | -100.0% | -$905.31万 | 清仓 |
| VTWO | Vanguard Russell 2000 Index Fund | $0 | 0.00% | 0 | -17,000 | -100.0% | -$170.29万 | 清仓 |
| DIS | Walt Disney Co | $0 | 0.00% | 0 | -14,982 | -100.0% | -$144.40万 | 清仓 |
| SIVR | Aberdeen Standard Physical Silver Shares ETF | $0 | 0.00% | 0 | -3,000 | -100.0% | -$21.48万 | 清仓 |
| AXP | American Express Co | $20.30万 | 0.02% | 600 | 600 | — | $20.30万 | 新建仓 |
| WFC | Wells Fargo Co | $20.66万 | 0.02% | 2,500 | 0 | 0.0% | — | 重新持有 |
| AGI | Alamos Gold Inc Cl A | $21.24万 | 0.02% | 7,000 | 0 | 0.0% | — | 不变 |
| KMB | Kimberly Clark Corp | $21.73万 | 0.02% | 1,980 | -316 | -13.8% | -$3.47万 | 减仓 |
| INTC | Intel Corp | $22.34万 | 0.02% | 1,600 | 1,600 | — | $22.34万 | 新建仓 |
| ACAD | Acadia Pharmaceuticals Inc | $22.83万 | 0.02% | 9,025 | 0 | 0.0% | — | 不变 |
| AMT | American Tower Corp | $22.90万 | 0.02% | 1,400 | -250 | -15.2% | -$4.09万 | 减仓 |
| ACIW | ACI Worldwide Inc | $23.26万 | 0.03% | 4,625 | 0 | 0.0% | — | 重新持有 |
| VO | Vanguard Mid-Cap Index Fund | $23.53万 | 0.03% | 2,920 | 0 | 0.0% | — | 不变 |
| RTX | United Technologies Corp | $23.72万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $23.81万 | 0.03% | 1,100 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Systems Inc | $23.96万 | 0.03% | 1,350 | 1,350 | — | $23.96万 | 新建仓 |
| AMAT | Applied Matls Inc | $24.00万 | 0.03% | 332 | 332 | — | $24.00万 | 新建仓 |
| — | Vanguard Mid-Cap Index Fund Admiral Shares | $24.12万 | 0.03% | 604 | 0 | 0.0% | — | 不变 |
| GD | General Dynamics Corp | $25.86万 | 0.03% | 730 | -15 | -2.0% | -$5,314 | 减仓 |
| OVV | Ovintiv Inc | $26.32万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| CCJ | Cameco Corp | $27.50万 | 0.03% | 2,700 | -500 | -15.6% | -$5.09万 | 减仓 |
| D | Dominion Energy Inc | $27.69万 | 0.03% | 4,055 | 0 | 0.0% | — | 不变 |
| VMD | Viemed Healthcare Inc | $27.87万 | 0.03% | 24,450 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Material Inc | $29.82万 | 0.03% | 3,366 | -10,108 | -75.0% | -$89.56万 | 减仓 |
| SPGI | S&P Global Inc | $30.54万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| MCHP | Microchip Technology Inc | $31.92万 | 0.03% | 3,500 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores Inc | $31.93万 | 0.03% | 1,500 | -350 | -18.9% | -$7.45万 | 减仓 |
| FITB | Fifth Third Bancorp | $35.07万 | 0.04% | 6,222 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Prods Partners LP | $35.11万 | 0.04% | 9,550 | 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 |
| — | Vanguard Total Stock Market Index Admiral Shrs | $36.04万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Inc | $36.39万 | 0.04% | 1,775 | -2,201 | -55.4% | -$45.12万 | 减仓 |
| BLK | Blackrock Inc | $38.46万 | 0.04% | 400 | 0 | 0.0% | — | 不变 |
| NXE | Nexgen Energy Ltd | $38.50万 | 0.04% | 41,000 | 0 | 0.0% | — | 不变 |
| SCHW | The Charles Schwab Corp | $38.75万 | 0.04% | 4,200 | 1,800 | 75.0% | $16.61万 | 加仓 |
| — | American Funds The Growth Fund of America A | $42.25万 | 0.05% | 4,799 | -50 | -1.0% | -$4,402 | 减仓 |
| HD | Home Depot Inc | $43.73万 | 0.05% | 1,240 | -10 | -0.8% | -$3,527 | 减仓 |
| PCT | PureCycle Technologies Inc | $43.79万 | 0.05% | 54,000 | -7,000 | -11.5% | -$5.68万 | 减仓 |
| SO | Southern Co | $44.30万 | 0.05% | 4,629 | 0 | 0.0% | — | 不变 |
| CL | Colgate Palmolive Co | $45.11万 | 0.05% | 4,920 | -200 | -3.9% | -$1.83万 | 减仓 |
| — | Wesdome Gold Mines Ltd | $45.62万 | 0.05% | 26,550 | -3,900 | -12.8% | -$6.70万 | 减仓 |
| SLB | Schlumberger Ltd | $46.49万 | 0.05% | 10,000 | -1,450 | -12.7% | -$6.74万 | 减仓 |
| ALAB | Astera Labs Inc | $48.30万 | 0.05% | 1,000 | -2,000 | -66.7% | -$96.60万 | 减仓 |
| VLTO | Veralto Corp | $49.18万 | 0.05% | 5,546 | 0 | 0.0% | — | 不变 |
| RGLD | Royal Gold Inc | $49.90万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| TMO | Thermo Fisher Scientific Inc | $55.15万 | 0.06% | 1,100 | 0 | 0.0% | — | 不变 |
| MMM | 3M Co | $57.25万 | 0.06% | 3,536 | 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 |
| — | Vanguard Extended Market Index Fund | $57.81万 | 0.06% | 3,095 | 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 |
| KVUE | Kenvue Inc | $62.46万 | 0.07% | 32,686 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc | $63.45万 | 0.07% | 26,350 | -1,300 | -4.7% | -$3.13万 | 减仓 |
| FDX | Fedex Corp | $65.76万 | 0.07% | 2,100 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc | $65.86万 | 0.07% | 15,000 | 0 | 0.0% | — | 不变 |
| ACMR | ACM Research Inc | $67.89万 | 0.07% | 5,350 | 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 |
| LIN | Linde Plc | $73.43万 | 0.08% | 1,415 | 0 | 0.0% | — | 不变 |
| PCAR | Paccar Inc | $75.68万 | 0.08% | 6,300 | 2,400 | 61.5% | $28.83万 | 加仓 |
| WAT | Waters Corp | $83.18万 | 0.09% | 2,218 | -668 | -23.1% | -$25.05万 | 减仓 |
| HPE | Hewlett Packard Enterprise Co | $90.22万 | 0.10% | 20,000 | 4,200 | 26.6% | $18.95万 | 加仓 |
| MA | Mastercard Inc Cl A | $97.58万 | 0.11% | 1,900 | -8,288 | -81.4% | -$425.67万 | 减仓 |
| EMR | Emerson Elec Co | $102.35万 | 0.11% | 7,150 | 625 | 9.6% | $8.95万 | 加仓 |
| DUK | Duke Energy Corp | $103.90万 | 0.11% | 8,208 | -500 | -5.7% | -$6.33万 | 减仓 |
| NKE | Nike Inc Cl B | $104.31万 | 0.11% | 25,410 | -38,800 | -60.4% | -$159.27万 | 减仓 |
| SYK | Stryker Corp | $116.49万 | 0.13% | 3,700 | -900 | -19.6% | -$28.34万 | 减仓 |
| QUAL | iShares MSCI USA Quality Factor ETF | $120.69万 | 0.13% | 5,500 | 0 | 0.0% | — | 不变 |
| MCD | McDonalds Corp | $124.42万 | 0.14% | 4,603 | -70 | -1.5% | -$1.89万 | 减仓 |
| LMT | Lockheed Martin Corp | $130.42万 | 0.14% | 2,560 | -850 | -24.9% | -$43.30万 | 减仓 |
| QQQ | Invesco QQQ Trust | $134.83万 | 0.15% | 1,831 | 240 | 15.1% | $17.67万 | 加仓 |
| WMT | Walmart Inc | $138.46万 | 0.15% | 12,225 | -400 | -3.2% | -$4.53万 | 减仓 |
| RIO | Rio Tinto Plc Spon ADR | $153.79万 | 0.17% | 16,200 | -200 | -1.2% | -$1.90万 | 减仓 |
| LLY | Eli Lilly & Co | $154.85万 | 0.17% | 1,291 | -355 | -21.6% | -$42.58万 | 减仓 |
| VFIAX | Vanguard 500 Index Fund Admiral | $158.35万 | 0.17% | 2,288 | -45 | -1.9% | -$3.11万 | 减仓 |
| IVV | iShares Core S&P 500 ETF | $183.03万 | 0.20% | 2,444 | -35 | -1.4% | -$2.62万 | 减仓 |
| SLV | iShares Silver Tr | $189.87万 | 0.21% | 35,510 | -6,800 | -16.1% | -$36.36万 | 减仓 |
| CAT | Caterpillar Inc | $191.68万 | 0.21% | 1,800 | 0 | 0.0% | — | 不变 |
| ACN | Accenture Plc Ireland Cl A | $193.50万 | 0.21% | 15,550 | -16,831 | -52.0% | -$209.44万 | 减仓 |
| NVDA | Nvidia Corp | $222.70万 | 0.24% | 11,130 | 2,375 | 27.1% | $47.52万 | 加仓 |
| CPAY | Fleetcor Technologies Inc | $239.95万 | 0.26% | 7,200 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF | $252.48万 | 0.27% | 3,381 | -26 | -0.8% | -$1.94万 | 减仓 |
| BDX | Becton Dickinson & Co | $253.31万 | 0.28% | 16,739 | -1,830 | -9.9% | -$27.69万 | 减仓 |
| PG | Procter & Gamble Co | $286.89万 | 0.31% | 19,564 | 0 | 0.0% | — | 不变 |
| DE | Deere & Co | $294.33万 | 0.32% | 4,640 | -35 | -0.7% | -$2.22万 | 减仓 |
| ADP | Automatic Data Processing Inc | $300.09万 | 0.33% | 13,400 | -3,452 | -20.5% | -$77.31万 | 减仓 |
| COP | ConocoPhillips | $303.03万 | 0.33% | 29,149 | -540 | -1.8% | -$5.61万 | 减仓 |
| DELL | Dell Technologies Inc Cl C | $311.51万 | 0.34% | 7,220 | -1,268 | -14.9% | -$54.71万 | 减仓 |
| META | Meta Platforms Inc Cl A | $316.29万 | 0.34% | 5,615 | 40 | 0.7% | $2.25万 | 加仓 |
| AMGN | Amgen Inc | $338.58万 | 0.37% | 9,350 | -400 | -4.1% | -$14.48万 | 减仓 |
| KO | Coca Cola Co | $354.74万 | 0.39% | 43,649 | -2,448 | -5.3% | -$19.89万 | 减仓 |
| NEE | Nextera Energy Inc | $456.60万 | 0.50% | 52,022 | -375 | -0.7% | -$3.29万 | 减仓 |
| CVS | CVS Health Corp | $457.90万 | 0.50% | 44,263 | -3,434 | -7.2% | -$35.52万 | 减仓 |
| VZ | Verizon Communications Inc | $465.78万 | 0.51% | 110,010 | -3,050 | -2.7% | -$12.91万 | 减仓 |
| DHR | Danaher Corp | $477.34万 | 0.52% | 25,060 | -8,924 | -26.3% | -$169.98万 | 减仓 |
| GS | Goldman Sachs Group Inc | $510.74万 | 0.56% | 5,050 | 0 | 0.0% | — | 不变 |
| HONA | Honeywell Aerospace Inc | $638.07万 | 0.69% | 28,862 | 28,862 | — | $638.07万 | 新建仓 |
| MRK | Merck & Co Inc | $645.80万 | 0.70% | 50,257 | 0 | 0.0% | — | 不变 |
| HON | Honeywell Intl Inc | $646.21万 | 0.70% | 28,862 | -32,374 | -52.9% | -$724.84万 | 减仓 |
| AVGO | Broadcom Inc | $652.75万 | 0.71% | 17,280 | -795 | -4.4% | -$30.03万 | 减仓 |
| AON | AON Plc Cl A | $708.66万 | 0.77% | 21,365 | 0 | 0.0% | — | 不变 |
| XOM | ExxonMobil Holdings Corp | $716.75万 | 0.78% | 52,425 | 52,425 | — | $716.75万 | 新建仓 |