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 |
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC. | $578.69万 | 0.71% | 81,048 | 74,866 | 1,211.0% | $534.55万 | 加仓 |
| IJH | ISHARES TR | $602.04万 | 0.74% | 78,076 | -3,861 | -4.7% | -$29.77万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $647.60万 | 0.79% | 160,735 | -14,956 | -8.5% | -$60.26万 | 减仓 |
| T | AT&T INC | $651.14万 | 0.80% | 314,560 | 29,109 | 10.2% | $60.26万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $651.66万 | 0.80% | 51,482 | -5,038 | -8.9% | -$63.77万 | 减仓 |
| PPG | PPG INDS INC | $671.44万 | 0.82% | 55,358 | -11,318 | -17.0% | -$137.28万 | 减仓 |
| STIP | ISHARES TR | $677.87万 | 0.83% | 66,354 | -16,616 | -20.0% | -$169.75万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $727.40万 | 0.89% | 15,231 | -700 | -4.4% | -$33.43万 | 减仓 |
| HD | HOME DEPOT INC | $735.14万 | 0.90% | 20,844 | 1,150 | 5.8% | $40.56万 | 加仓 |
| IWF | ISHARES TR | $738.18万 | 0.90% | 59,449 | -15 | -0.0% | -$1,863 | 减仓 |
| CRH | CRH PLC | $747.32万 | 0.91% | 69,843 | 1,929 | 2.8% | $20.64万 | 加仓 |
| WSO | WATSCO INC | $760.31万 | 0.93% | 18,245 | 275 | 1.5% | $11.46万 | 加仓 |
| V | VISA INC | $783.87万 | 0.96% | 22,847 | 218 | 1.0% | $7.48万 | 加仓 |
| O | REALTY INCOME CORP | $794.74万 | 0.97% | 128,265 | 3,121 | 2.5% | $19.34万 | 加仓 |
| UNP | UNION PAC CORP | $811.39万 | 0.99% | 29,831 | 1,527 | 5.4% | $41.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $872.06万 | 1.07% | 12,697 | -520 | -3.9% | -$35.71万 | 减仓 |
| — | EXXON MOBIL CORP | $876.38万 | 1.07% | 64,100 | -1,562 | -2.4% | -$21.36万 | 减仓 |
| AMGN | AMGEN INC | $880.37万 | 1.08% | 24,312 | 1,055 | 4.5% | $38.20万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $894.74万 | 1.09% | 37,700 | 339 | 0.9% | $8.05万 | 加仓 |
| IVV | ISHARES TR | $930.48万 | 1.14% | 12,425 | -6,278 | -33.6% | -$470.15万 | 减仓 |
| LLY | ELI LILLY & CO | $952.16万 | 1.16% | 7,938 | 52 | 0.7% | $6.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,186.43万 | 1.45% | 46,715 | -437 | -0.9% | -$11.10万 | 减仓 |
| ASML | ASML HLDG NV | $1,211.14万 | 1.48% | 6,088 | -1,226 | -16.8% | -$243.90万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,221.99万 | 1.49% | 169,838 | -29,163 | -14.7% | -$209.83万 | 减仓 |
| QCOM | QUALCOMM INC | $1,262.47万 | 1.54% | 68,319 | 3,017 | 4.6% | $55.75万 | 加仓 |
| AMZN | AMAZON COM INC | $1,265.84万 | 1.55% | 53,111 | 5,646 | 11.9% | $134.57万 | 加仓 |
| WMT | WALMART INC | $1,271.54万 | 1.55% | 112,267 | 204 | 0.2% | $2.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,399.03万 | 1.71% | 27,959 | -1,529 | -5.2% | -$76.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,415.10万 | 1.73% | 41,496 | -2,314 | -5.3% | -$78.91万 | 减仓 |
| BX | BLACKSTONE INC | $1,442.31万 | 1.76% | 122,572 | 16,927 | 16.0% | $199.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,549.17万 | 1.89% | 47,327 | 825 | 1.8% | $27.00万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,672.70万 | 2.04% | 423,789 | 14,317 | 3.5% | $56.51万 | 加仓 |
| GOOGL | ALPHABET INC | $1,680.73万 | 2.05% | 47,031 | -3,470 | -6.9% | -$124.01万 | 减仓 |
| IEI | ISHARES TR | $1,778.81万 | 2.17% | 151,453 | 6,275 | 4.3% | $73.70万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,836.19万 | 2.24% | 101,495 | 1,503 | 1.5% | $27.19万 | 加仓 |
| AVGO | BROADCOM INC | $2,039.17万 | 2.49% | 53,982 | -818 | -1.5% | -$30.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,193.16万 | 2.68% | 109,609 | 29,619 | 37.0% | $592.64万 | 加仓 |
| LQD | ISHARES TR | $2,228.46万 | 2.72% | 204,315 | 8,748 | 4.5% | $95.41万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,430.03万 | 2.97% | 825,700 | 10,542 | 1.3% | $31.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,506.52万 | 3.06% | 67,195 | 8,189 | 13.9% | $305.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,083.93万 | 3.77% | 41,878 | -12,428 | -22.9% | -$915.21万 | 减仓 |
| AAPL | APPLE INC | $3,675.26万 | 4.49% | 127,013 | -1,001 | -0.8% | -$28.97万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,773.47万 | 9.50% | 358,886 | -15,317 | -4.1% | -$331.77万 | 减仓 |