13FBOX
KANAWHA CAPITAL MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

KANAWHA CAPITAL MANAGEMENT LLC

No.2107 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.36亿
环比变动 Q1 2026
+$1.17亿+8.2%
持仓股票数
228
新买入
11
加仓
83
减仓
96
清仓
4
持股不变
38
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.84%5.58%$8,966.0万31.0万股$7,919.8万31.2万股-2,205股-0.71%减仓
微软MSFT
4.95%5.26%$7,607.3万20.4万股$7,461.9万20.2万股+2,359股+1.17%加仓
谷歌AGOOGL
3.58%3.18%$5,503.4万15.4万股$4,508.8万15.7万股-2,797股-1.78%减仓
摩根大通JPM
2.91%2.84%$4,475.7万13.7万股$4,029.8万13.7万股-258股-0.19%减仓
IiShares安硕信托IVV
2.53%2.41%$3,891.1万5.2万股$3,421.5万5.2万股-422股-0.81%减仓
强生JNJ
2.46%2.56%$3,771.5万14.9万股$3,636.3万14.9万股-258股-0.17%减仓
思科CSCO
2.38%1.72%$3,660.7万31.2万股$2,440.4万31.5万股-2,871股-0.91%减仓
LOWES COS COMLOW
2.38%2.8%$3,655.2万16.6万股$3,980.0万16.8万股-2,669股-1.58%减仓
伯克希尔哈撒韦BRK.B
2.36%2.42%$3,627.0万7.2万股$3,440.0万7.2万股+697股+0.97%加仓
艾伯维ABBV
2.32%2.17%$3,564.3万14.2万股$3,083.0万14.2万股-112股-0.08%减仓
雷神技术RTX
2.12%2.32%$3,249.2万17.1万股$3,289.2万17.1万股+736股+0.43%加仓
IiShares安硕·COREIJH
2.01%1.9%$3,087.0万40.0万股$2,700.9万40.0万股+381股+0.10%加仓
V先锋领航·FTSEVEA
2%1.93%$3,073.5万43.1万股$2,741.8万42.8万股+3,497股+0.82%加仓
安费诺APH
1.99%1.54%$3,050.9万17.3万股$2,182.3万17.3万股+315股+0.18%加仓
卡特彼勒CAT
1.87%1.37%$2,868.8万2.7万股$1,939.6万2.7万股-438股-1.60%减仓
宝洁PG
1.8%1.92%$2,769.2万18.9万股$2,729.6万18.9万股-138股-0.07%减仓
甲骨文ORCL
1.7%1.85%$2,616.7万17.9万股$2,626.3万17.9万股+28股+0.02%加仓
ADPADP
1.69%1.63%$2,595.9万11.6万股$2,311.5万11.4万股+2,146股+1.89%加仓
ILLINOIS TOOLITW
1.55%1.61%$2,373.9万8.8万股$2,284.9万8.8万股-12股-0.01%减仓
派克汉尼汾PH
1.52%1.51%$2,340.5万2.4万股$2,138.9万2.4万股+37股+0.15%加仓
麦当劳MCD
1.43%1.77%$2,201.0万8.1万股$2,510.9万8.1万股+632股+0.78%加仓
亚马逊AMZN
1.4%1.21%$2,151.4万9.0万股$1,714.3万8.2万股+7,956股+9.67%加仓
IiShares安硕·RUSSELLIWM
1.38%1.25%$2,124.3万7.1万股$1,774.6万7.2万股-854股-1.19%减仓
艺康ECL
1.38%1.4%$2,112.3万7.6万股$1,986.0万7.5万股+1,161股+1.56%加仓
CHUBB LIMITEDCB
1.34%1.38%$2,052.1万6.0万股$1,959.2万6.0万股+113股+0.19%加仓
埃克森美孚XOM
1.29%1.73%$1,975.0万14.4万股$2,447.8万14.4万股+175股+0.12%加仓
IIBMIBM
1.28%1.14%$1,973.2万7.0万股$1,615.0万6.7万股+3,539股+5.31%加仓
好市多COST
1.23%1.39%$1,884.6万2.0万股$1,967.3万2.0万股+402股+2.04%加仓
雪佛龙CVX
1.22%1.66%$1,871.1万11.3万股$2,354.6万11.4万股-921股-0.81%减仓
雅培ABT
1.16%1.32%$1,775.6万19.6万股$1,871.5万18.2万股+1.3万股+7.35%加仓
百事可乐PEP
1.12%1.4%$1,723.1万12.7万股$1,979.7万12.7万股-228股-0.18%减仓
Q高通QCOM
1.05%0.79%$1,609.1万8.7万股$1,117.9万8.7万股+272股+0.31%加仓
道明尼能源D
1.02%0.99%$1,567.0万22.9万股$1,398.5万22.6万股+3,236股+1.43%加仓
NORFOLK SOUTHN COMNSC
1.01%1.01%$1,552.8万4.9万股$1,435.3万5.0万股-651股-1.30%减仓
美国合众银行USB
1%0.92%$1,528.9万25.3万股$1,305.3万25.1万股+2,167股+0.86%加仓
可口可乐KO
0.96%0.98%$1,481.8万18.2万股$1,386.0万18.2万股+78股+0.04%加仓
空气化工APD
0.92%0.98%$1,415.5万4.8万股$1,391.1万4.8万股+394股+0.82%加仓
南方电力SO
0.84%0.91%$1,295.3万13.5万股$1,289.5万13.4万股+1,729股+1.29%加仓
英伟达NVDA
0.83%0.76%$1,271.5万6.4万股$1,085.5万6.2万股+1,303股+2.09%加仓
SSPDR行业精选信托XLK
0.82%0.62%$1,258.0万6.6万股$875.8万6.6万股+130股+0.20%加仓
博通AVGO
0.74%0.63%$1,138.2万3.0万股$898.3万2.9万股+1,107股+3.81%加仓
威瑞森VZ
0.73%0.93%$1,119.2万26.4万股$1,317.2万26.2万股+1,960股+0.75%加仓
美敦力MDT
0.69%0.8%$1,062.8万13.6万股$1,129.3万13.0万股+5,535股+4.25%加仓
艾默生电气EMR
0.66%0.66%$1,019.2万7.1万股$937.8万7.2万股-383股-0.54%减仓
3M COMMMM
0.66%0.66%$1,019.1万6.3万股$929.6万6.4万股-1,063股-1.66%减仓
BBECTON DICKINSON & COMBDX
0.63%0.74%$973.7万6.4万股$1,051.4万6.7万股-2,527股-3.78%减仓
CARRIER GLOBALCARR
0.63%0.53%$968.0万13.2万股$749.2万13.3万股-1,087股-0.82%减仓
礼来LLY
0.63%0.49%$965.1万8,046股$689.2万7,493股+553股+7.38%加仓
家得宝HD
0.62%0.62%$949.4万2.7万股$883.0万2.7万股+69股+0.26%加仓
TARGET COMTGT
0.61%0.61%$930.3万7.1万股$867.1万7.2万股-315股-0.44%减仓

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