Canal Capital Management, LLC
Richmond VA · SEC CIK 0001666733
$8.19亿2026Q2 申报市值
220持仓数
36.1%前十大占比 · 第一大 9.5%
33 / 23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
NVDA 加仓+$592.64万
NFLX 加仓+$534.55万
ANET 新建仓+$528.57万
VRTX 新建仓+$449.29万
APH 新建仓+$395.91万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$915.21万
BABA 清仓-$477.98万
IVV 减仓-$470.15万
ORLY 减仓-$419.41万
KNSL 清仓-$419.23万
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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -38,098 | -100.0% | -$477.98万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -12,270 | -100.0% | -$419.23万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -69,437 | -100.0% | -$263.37万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -9,225 | -100.0% | -$92.86万 | 清仓 |
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -24,222 | -100.0% | -$52.02万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -12,275 | -100.0% | -$51.13万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -6,000 | -100.0% | -$48.34万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -1,516 | -100.0% | -$42.13万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,668 | -100.0% | -$32.65万 | 清仓 |
| VCRB | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -3,872 | -100.0% | -$29.96万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -962 | -100.0% | -$29.88万 | 清仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $0 | 0.00% | 0 | -10,101 | -100.0% | -$27.60万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,364 | -100.0% | -$27.04万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -507 | -100.0% | -$25.14万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,199 | -100.0% | -$23.35万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.02万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -10,000 | -100.0% | -$20.75万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -395 | -100.0% | -$20.65万 | 清仓 |
| SSL | SASOL LTD | $0 | 0.00% | 0 | -15,000 | -100.0% | -$19.44万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$18.52万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$7.76万 | 清仓 |
| — | AMERICAN VANGUARD CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$7.47万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -10,900 | -100.0% | -$6.05万 | 清仓 |
| — | NEXTNRG INC | $3,502 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $2.52万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $8.89万 | 0.01% | 11,001 | 11,001 | — | $8.89万 | 新建仓 |
| MFM | ABERDEEN MUN INCOME FD | $8.93万 | 0.01% | 15,886 | 15,886 | — | $8.93万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $12.08万 | 0.01% | 15,873 | -3,500 | -18.1% | -$2.66万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $13.80万 | 0.02% | 11,385 | -810 | -6.6% | -$9,817 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $20.01万 | 0.02% | 13,667 | 13,667 | — | $20.01万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.70万 | 0.03% | 480 | 480 | — | $20.70万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $21.47万 | 0.03% | 4,000 | 4,000 | — | $21.47万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $21.60万 | 0.03% | 2,125 | 2,125 | — | $21.60万 | 新建仓 |
| JD | JD.COM INC | $22.22万 | 0.03% | 8,722 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $22.23万 | 0.03% | 1,899 | -239 | -11.2% | -$2.80万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $22.30万 | 0.03% | 2,016 | -684 | -25.3% | -$7.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.67万 | 0.03% | 670 | 38 | 6.0% | $1.29万 | 重新持有 |
| MSTR | STRATEGY INC | $22.90万 | 0.03% | 2,634 | -19 | -0.7% | -$1,652 | 减仓 |
| VCR | VANGUARD WORLD FD | $23.00万 | 0.03% | 580 | 580 | — | $23.00万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.28万 | 0.03% | 3,330 | 11 | 0.3% | $769 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.73万 | 0.03% | 4,393 | -84 | -1.9% | -$4,538 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $23.83万 | 0.03% | 712 | 712 | — | $23.83万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.14万 | 0.03% | 474 | 14 | 3.0% | $7,131 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $24.16万 | 0.03% | 1,671 | 1,671 | — | $24.16万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.45万 | 0.03% | 2,762 | 2,762 | — | $24.45万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $25.09万 | 0.03% | 1,010 | 98 | 10.7% | $2.43万 | 加仓 |
| MRK | MERCK & CO INC | $25.94万 | 0.03% | 2,019 | 55 | 2.8% | $7,067 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $26.84万 | 0.03% | 5,899 | 5,899 | — | $26.84万 | 新建仓 |
| SE | SEA LTD | $26.85万 | 0.03% | 2,802 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $27.11万 | 0.03% | 4,758 | 319 | 7.2% | $1.82万 | 加仓 |
| VV | VANGUARD INDEX FDS | $27.14万 | 0.03% | 789 | 2 | 0.3% | $688 | 加仓 |
| VFH | VANGUARD WORLD FD | $27.24万 | 0.03% | 2,070 | 330 | 19.0% | $4.34万 | 加仓 |
| ITIC | INVESTORS TITLE CO NC | $27.63万 | 0.03% | 1,010 | 2 | 0.2% | $547 | 加仓 |
| PFE | PFIZER INC | $28.57万 | 0.03% | 11,866 | -42 | -0.4% | -$1,011 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $28.83万 | 0.04% | 7,166 | 7,166 | — | $28.83万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $28.86万 | 0.04% | 5,959 | 42 | 0.7% | $2,034 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $29.64万 | 0.04% | 18,116 | 6,944 | 62.2% | $11.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $30.03万 | 0.04% | 3,255 | -42 | -1.3% | -$3,875 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $30.84万 | 0.04% | 742 | 2 | 0.3% | $831 | 加仓 |
| NVO | NOVO-NORDISK A S | $31.27万 | 0.04% | 6,524 | -918 | -12.3% | -$4.40万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $31.67万 | 0.04% | 2,956 | 2,956 | — | $31.67万 | 新建仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $32.44万 | 0.04% | 28,039 | 1,000 | 3.7% | $1.16万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $32.55万 | 0.04% | 12,607 | 94 | 0.8% | $2,427 | 加仓 |
| AMAT | APPLIED MATLS INC | $32.85万 | 0.04% | 454 | 454 | — | $32.85万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $33.41万 | 0.04% | 728 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $33.59万 | 0.04% | 3,489 | -167 | -4.6% | -$1.61万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $33.73万 | 0.04% | 7,521 | -12,436 | -62.3% | -$55.78万 | 减仓 |
| BN | BROOKFIELD CORP | $33.81万 | 0.04% | 7,938 | -94,976 | -92.3% | -$404.50万 | 减仓 |
| MIDD | MIDDLEBY CORP | $34.40万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $34.46万 | 0.04% | 299 | 299 | — | $34.46万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $34.47万 | 0.04% | 1,324 | 3 | 0.2% | $781 | 加仓 |
| ORCL | ORACLE CORP | $34.76万 | 0.04% | 2,372 | 351 | 17.4% | $5.14万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $35.57万 | 0.04% | 6,687 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $35.65万 | 0.04% | 6,800 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $36.33万 | 0.04% | 5,695 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $36.54万 | 0.04% | 1,927 | -25 | -1.3% | -$4,741 | 减仓 |
| LOW | LOWES COS INC | $37.13万 | 0.05% | 1,684 | 14 | 0.8% | $3,087 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.15万 | 0.05% | 2,715 | 20 | 0.7% | $2,737 | 加仓 |
| MINT | PIMCO ETF TR | $37.70万 | 0.05% | 3,740 | 465 | 14.2% | $4.69万 | 重新持有 |
| CL | COLGATE PALMOLIVE CO | $37.74万 | 0.05% | 4,117 | 5 | 0.1% | $458 | 加仓 |
| COHR | COHERENT CORP | $37.75万 | 0.05% | 957 | 25 | 2.7% | $9,862 | 加仓 |
| INTC | INTEL CORP | $37.79万 | 0.05% | 2,707 | 2,707 | — | $37.79万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $38.13万 | 0.05% | 2,811 | -5,332 | -65.5% | -$72.34万 | 减仓 |
| IGV | ISHARES TR | $38.34万 | 0.05% | 4,232 | -8,049 | -65.5% | -$72.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $38.95万 | 0.05% | 2,656 | -186 | -6.5% | -$2.73万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.96万 | 0.05% | 3,339 | -1,050 | -23.9% | -$12.25万 | 减仓 |
| MKL | MARKEL GROUP INC | $39.06万 | 0.05% | 200 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $39.24万 | 0.05% | 3,952 | -2,198 | -35.7% | -$21.82万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $39.51万 | 0.05% | 756 | 756 | — | $39.51万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $39.84万 | 0.05% | 11,773 | 11,773 | — | $39.84万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $40.27万 | 0.05% | 2,548 | 15 | 0.6% | $2,371 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $40.32万 | 0.05% | 7,643 | 2,296 | 42.9% | $12.11万 | 加仓 |
| SUI | SUN CMNTYS INC | $41.11万 | 0.05% | 3,429 | 26 | 0.8% | $3,117 | 加仓 |
| COP | CONOCOPHILLIPS | $41.15万 | 0.05% | 3,958 | -22 | -0.6% | -$2,287 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $41.34万 | 0.05% | 109,662 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $41.93万 | 0.05% | 247 | 247 | — | $41.93万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $43.50万 | 0.05% | 854 | 4 | 0.5% | $2,037 | 加仓 |
| NUBD | NUSHARES ETF TR | $44.12万 | 0.05% | 19,934 | 5,926 | 42.3% | $13.12万 | 加仓 |
| DE | DEERE & CO | $44.58万 | 0.05% | 703 | 20 | 2.9% | $1.27万 | 加仓 |
| PSX | PHILLIPS 66 | $44.73万 | 0.05% | 2,646 | 1 | 0.0% | $169 | 加仓 |