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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $45.54万 | 0.06% | 2,906 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.05万 | 0.06% | 7,714 | 1,630 | 26.8% | $9.73万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $47.06万 | 0.06% | 6,298 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $47.41万 | 0.06% | 1,856 | 249 | 15.5% | $6.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $48.85万 | 0.06% | 841 | 841 | — | $48.85万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $49.27万 | 0.06% | 3,017 | 0 | 0.0% | — | 不变 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $49.69万 | 0.06% | 42,837 | 4,200 | 10.9% | $4.87万 | 加仓 |
| IWD | ISHARES TR | $50.21万 | 0.06% | 2,071 | 6 | 0.3% | $1,455 | 加仓 |
| SHEL | SHELL PLC | $50.36万 | 0.06% | 6,494 | 2,898 | 80.6% | $22.47万 | 加仓 |
| CTVA | CORTEVA INC | $50.47万 | 0.06% | 5,960 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $54.61万 | 0.07% | 2,093 | -10,652 | -83.6% | -$277.95万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $55.35万 | 0.07% | 787 | 2 | 0.3% | $1,407 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $55.78万 | 0.07% | 9,644 | 8 | 0.1% | $463 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $57.39万 | 0.07% | 567 | 31 | 5.8% | $3.14万 | 加仓 |
| GM | GENERAL MTRS CO | $58.54万 | 0.07% | 7,595 | 14 | 0.2% | $1,079 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $59.49万 | 0.07% | 1,997 | 1,997 | — | $59.49万 | 新建仓 |
| EEM | ISHARES TR | $59.54万 | 0.07% | 8,703 | 17 | 0.2% | $1,163 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $61.58万 | 0.08% | 7,352 | -846 | -10.3% | -$7.09万 | 减仓 |
| KKR | KKR & CO INC | $62.51万 | 0.08% | 6,811 | -41,348 | -85.9% | -$379.48万 | 减仓 |
| AFL | AFLAC INC | $64.10万 | 0.08% | 5,467 | 219 | 4.2% | $2.57万 | 加仓 |
| MLPA | GLOBAL X FDS | $64.26万 | 0.08% | 12,107 | 1 | 0.0% | $53 | 加仓 |
| VTV | VANGUARD INDEX FDS | $64.98万 | 0.08% | 2,982 | 902 | 43.4% | $19.66万 | 加仓 |
| CSX | CSX CORP | $66.13万 | 0.08% | 13,914 | -310 | -2.2% | -$1.47万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $67.55万 | 0.08% | 9,361 | 9,361 | — | $67.55万 | 新建仓 |
| NUE | NUCOR CORP | $67.94万 | 0.08% | 3,050 | 7 | 0.2% | $1,559 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $68.56万 | 0.08% | 2,179 | -21 | -1.0% | -$6,607 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $68.57万 | 0.08% | 6,105 | 6,105 | — | $68.57万 | 新建仓 |
| IIIN | INSTEEL INDS INC | $69.80万 | 0.09% | 23,114 | 6 | 0.0% | $181 | 加仓 |
| RTX | RTX CORPORATION | $73.59万 | 0.09% | 3,879 | -157 | -3.9% | -$2.98万 | 减仓 |
| IWM | ISHARES TR | $74.07万 | 0.09% | 2,465 | -13 | -0.5% | -$3,906 | 减仓 |
| IEV | ISHARES TR | $74.90万 | 0.09% | 10,282 | 3,659 | 55.2% | $26.66万 | 加仓 |
| IYW | ISHARES TR | $75.30万 | 0.09% | 2,985 | 1 | 0.0% | $252 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $77.46万 | 0.09% | 8,032 | 158 | 2.0% | $1.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $79.05万 | 0.10% | 2,136 | -2 | -0.1% | -$740 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $80.70万 | 0.10% | 4,236 | -298 | -6.6% | -$5.68万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $84.11万 | 0.10% | 899 | 19 | 2.2% | $1.78万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $87.22万 | 0.11% | 28,910 | -8,867 | -23.5% | -$26.75万 | 减仓 |
| TFC | TRUIST FINL CORP | $87.33万 | 0.11% | 17,528 | 47 | 0.3% | $2,342 | 加仓 |
| QXO | QXO INC | $93.56万 | 0.11% | 54,143 | 54,143 | — | $93.56万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $95.09万 | 0.12% | 51,319 | 6,566 | 14.7% | $12.17万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $97.76万 | 0.12% | 1,903 | 45 | 2.4% | $2.31万 | 加仓 |
| — | PROSHARES TR | $99.35万 | 0.12% | 17,470 | 17,470 | — | $99.35万 | 新建仓 |
| TSLA | TESLA INC | $100.27万 | 0.12% | 2,384 | 478 | 25.1% | $20.10万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $101.61万 | 0.12% | 20,164 | 201 | 1.0% | $1.01万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $103.12万 | 0.13% | 19,916 | 759 | 4.0% | $3.93万 | 加仓 |
| EMXC | ISHARES INC | $104.01万 | 0.13% | 10,168 | 278 | 2.8% | $2.84万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $106.48万 | 0.13% | 4,382 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $110.18万 | 0.13% | 9,218 | -118 | -1.3% | -$1.41万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $110.35万 | 0.13% | 4,664 | 21 | 0.5% | $4,969 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $113.62万 | 0.14% | 12,338 | -45,544 | -78.7% | -$419.41万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $113.93万 | 0.14% | 25,128 | 25,128 | — | $113.93万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $122.43万 | 0.15% | 49,332 | 49,332 | — | $122.43万 | 新建仓 |
| ABBV | ABBVIE INC | $123.06万 | 0.15% | 4,890 | 10 | 0.2% | $2,517 | 加仓 |
| D | DOMINION ENERGY INC | $124.25万 | 0.15% | 18,194 | -2,763 | -13.2% | -$18.87万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $127.27万 | 0.16% | 34,623 | 213 | 0.6% | $7,830 | 加仓 |
| SNPS | SYNOPSYS INC | $127.35万 | 0.16% | 2,855 | 237 | 9.1% | $10.57万 | 加仓 |
| UDOW | PROSHARES TR | $127.61万 | 0.16% | 18,207 | 41 | 0.2% | $2,874 | 加仓 |
| IVW | ISHARES TR | $130.78万 | 0.16% | 9,509 | -9,080 | -48.8% | -$124.88万 | 减仓 |
| CVX | CHEVRON CORPORATION | $133.48万 | 0.16% | 8,052 | 63 | 0.8% | $1.04万 | 加仓 |
| SDY | SPDR SERIES TRUST | $134.79万 | 0.16% | 8,857 | 58 | 0.7% | $8,827 | 加仓 |
| ET | ENERGY TRANSFER L P | $146.06万 | 0.18% | 76,391 | 204 | 0.3% | $3,900 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $149.78万 | 0.18% | 36,248 | -2,113 | -5.5% | -$8.73万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $160.65万 | 0.20% | 18,650 | 2,924 | 18.6% | $25.19万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $160.94万 | 0.20% | 8,022 | 5 | 0.1% | $1,003 | 加仓 |
| CSCO | CISCO SYS INC | $162.72万 | 0.20% | 13,853 | 99 | 0.7% | $1.16万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $164.97万 | 0.20% | 32,456 | 32,456 | — | $164.97万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $165.99万 | 0.20% | 28,520 | 1,385 | 5.1% | $8.06万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $166.19万 | 0.20% | 37,055 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $167.34万 | 0.20% | 20,590 | -1,112 | -5.1% | -$9.04万 | 减仓 |
| SHV | ISHARES TR | $168.23万 | 0.21% | 15,245 | 15,245 | — | $168.23万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $170.93万 | 0.21% | 6,942 | -15 | -0.2% | -$3,693 | 减仓 |
| AOA | ISHARES TR | $187.48万 | 0.23% | 19,209 | 116 | 0.6% | $1.13万 | 加仓 |
| GLD | SPDR GOLD TR | $202.06万 | 0.25% | 5,485 | 2,552 | 87.0% | $94.01万 | 加仓 |
| BRNY | EA SERIES TRUST | $212.54万 | 0.26% | 36,520 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $223.34万 | 0.27% | 52,787 | -1,436 | -2.6% | -$6.08万 | 减仓 |
| CAT | CATERPILLAR INC | $230.01万 | 0.28% | 2,160 | 352 | 19.5% | $37.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $239.95万 | 0.29% | 7,916 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $260.91万 | 0.32% | 82,280 | 36,834 | 81.1% | $116.80万 | 加仓 |
| TQQQ | PROSHARES TR | $270.31万 | 0.33% | 33,371 | 53 | 0.2% | $4,293 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.37% | 4 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $303.29万 | 0.37% | 42,566 | 295 | 0.7% | $2.10万 | 加仓 |
| GOOG | ALPHABET INC | $319.81万 | 0.39% | 9,051 | 731 | 8.8% | $25.83万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $327.82万 | 0.40% | 206,433 | 178,256 | 632.6% | $283.07万 | 加仓 |
| AGG | ISHARES TR | $329.87万 | 0.40% | 33,327 | 7,845 | 30.8% | $77.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $368.83万 | 0.45% | 4,939 | 965 | 24.3% | $72.06万 | 加仓 |
| PWR | QUANTA SVCS INC | $381.34万 | 0.47% | 5,296 | 5,296 | — | $381.34万 | 新建仓 |
| APH | AMPHENOL CORP | $395.91万 | 0.48% | 22,454 | 22,454 | — | $395.91万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $406.62万 | 0.50% | 42,193 | 11,235 | 36.3% | $108.27万 | 加仓 |
| IEF | ISHARES TR | $423.01万 | 0.52% | 44,730 | 3,076 | 7.4% | $29.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $442.62万 | 0.54% | 11,130 | 1,269 | 12.9% | $50.47万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $449.29万 | 0.55% | 9,045 | 9,045 | — | $449.29万 | 新建仓 |
| OEF | ISHARES TR | $452.31万 | 0.55% | 12,363 | -501 | -3.9% | -$18.33万 | 减仓 |
| IJR | ISHARES TR | $460.61万 | 0.56% | 31,057 | -1,168 | -3.6% | -$17.32万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $478.16万 | 0.58% | 156,209 | 100,383 | 179.8% | $307.27万 | 加仓 |
| ETN | EATON CORP PLC | $491.57万 | 0.60% | 11,536 | 1,895 | 19.7% | $80.75万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $494.68万 | 0.60% | 30,241 | -4,230 | -12.3% | -$69.19万 | 减仓 |
| GWW | WW GRAINGER INC | $503.44万 | 0.61% | 3,701 | -525 | -12.4% | -$71.42万 | 减仓 |
| META | META PLATFORMS INC | $520.53万 | 0.64% | 9,241 | 2,926 | 46.3% | $164.82万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $526.72万 | 0.64% | 9,133 | 599 | 7.0% | $34.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $528.57万 | 0.65% | 31,114 | 31,114 | — | $528.57万 | 新建仓 |