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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $24.14万 | 0.03% | 474 | 14 | 3.0% | $7,131 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $23.83万 | 0.03% | 712 | 712 | — | $23.83万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.73万 | 0.03% | 4,393 | -84 | -1.9% | -$4,538 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.28万 | 0.03% | 3,330 | 11 | 0.3% | $769 | 加仓 |
| VCR | VANGUARD WORLD FD | $23.00万 | 0.03% | 580 | 580 | — | $23.00万 | 新建仓 |
| MSTR | STRATEGY INC | $22.90万 | 0.03% | 2,634 | -19 | -0.7% | -$1,652 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.67万 | 0.03% | 670 | 38 | 6.0% | $1.29万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $22.30万 | 0.03% | 2,016 | -684 | -25.3% | -$7.57万 | 减仓 |
| NULG | NUSHARES ETF TR | $22.23万 | 0.03% | 1,899 | -239 | -11.2% | -$2.80万 | 重新持有 |
| JD | JD.COM INC | $22.22万 | 0.03% | 8,722 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $21.60万 | 0.03% | 2,125 | 2,125 | — | $21.60万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $21.47万 | 0.03% | 4,000 | 4,000 | — | $21.47万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $20.70万 | 0.03% | 480 | 480 | — | $20.70万 | 新建仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $20.01万 | 0.02% | 13,667 | 13,667 | — | $20.01万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $13.80万 | 0.02% | 11,385 | -810 | -6.6% | -$9,817 | 减仓 |
| PML | PIMCO MUN INCOME FD II | $12.08万 | 0.01% | 15,873 | -3,500 | -18.1% | -$2.66万 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $8.93万 | 0.01% | 15,886 | 15,886 | — | $8.93万 | 新建仓 |
| — | TIDAL TRUST II | $8.89万 | 0.01% | 11,001 | 11,001 | — | $8.89万 | 新建仓 |
| URG | UR-ENERGY INC | $2.52万 | 0.00% | 18,500 | 0 | 0.0% | — | 不变 |
| — | NEXTNRG INC | $3,502 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |