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Canal Capital Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$7.4亿

申报季度: 2026-03-31 · 持股只数: 207

Canal Capital Management, LLC在最新一期 13F 报告中披露了 207 项持股，申报期为 2026-03-31，总持股市值约为 US$7.4亿，季度换手率为 32.6%。

机构性格雪花图

集中度
9.74
持仓稳定性
32.61
动能／逆势
100
行业集中度
60.11
多样化
100
仓位均衡度
79.85

近期动向

  • 加仓 QQQ

    +347.2%　US$2388.4万

  • 加仓 SCHX

    +4048.6%　US$2037.2万

  • 减仓 AKRE

    -96.2%　-US$1112.6万

  • 加仓 ODFL

    -0.2%　US$1432.7万

  • 减仓 OEF

    -68.1%　-US$973.0万

  • 减仓 IVW

    -76.8%　-US$776.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1ODFLOld Dominion Freight Line股票-工业9.90%+1.56%-0.20%
2AAPLApple INC股票-科技4.40%-0.54%-0.03%
3QQQInvesco Qqq Trust Series 1ETF-科技型4.24%+3.18%+347.22%
4MSFTMicrosoft CORP股票-科技2.96%-0.74%+9.48%
5LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债2.89%+0.02%+6.93%
6SCHXSchwab US Large-cap ETFETF-其他2.83%+2.75%+4048.60%
7IEIIshares 3-7 Year Treasury BoETF-政府公债2.33%—+4.79%
8AVGOBroadcom INC股票-科技2.30%-0.40%-0.48%
9PMPhilip Morris International股票-非周期性消费2.24%—+1.52%
10TOTLSs Doubleline Tr Tact ETFETF-其他2.20%+0.02%+7.25%
11GOOGLAlphabet Inc-cl A股票-通信服务1.97%-0.24%+1.60%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他1.91%—+3.72%
13NVDANvidia CORP股票-科技1.89%-0.25%-0.98%
14WMTWalmart INC股票-非周期性消费1.89%+0.09%-1.36%
15JPMJpmorgan Chase & Co股票-金融1.85%-0.22%+2.45%
16MOAltria Group INC股票-非周期性消费1.78%+0.16%+0.73%
17IVVIshares Core S&p 500 ETFETF-大型股与成长1.65%-0.44%-12.86%
18BXBlackstone INC股票-金融1.64%-0.32%+17.71%
19JNJJohnson & Johnson股票-医疗保健1.56%+0.10%-4.96%
20XOMExxon Mobil CORP股票-能源1.51%+0.35%-3.44%
21AMZNAmazon.com INC股票-周期性消费1.34%—+4.20%
22ASMLASML Holding N.V.股票-科技1.31%+0.19%-1.00%
23FERGFerguson Enterprises INC股票-工业1.18%—-0.73%
24STIPIshares 0-5 Year Tips Bond EETF-其他1.16%+1.16%NEW
25QCOMQualcomm INC股票-科技1.14%—+24.86%
26TAt&t INC股票-通信服务1.12%+0.26%+16.51%
27AMGNAmgen INC股票-医疗保健1.11%—+1.27%
28VOOVanguard S&p 500 ETFETF-大型股与成长1.07%—-1.91%
29ORealty Income CORP股票-房地产1.04%+0.06%+2.23%
30DUKDuke Energy CORP股票-公用事业1.00%+0.97%+2688.36%
31LLYEli Lilly & Co股票-医疗保健0.98%-0.19%+2.87%
32CRHCRH plc股票-原材料0.97%-0.19%+3.63%
33PPGPpg Industries INC股票-原材料0.96%+0.96%NEW
34SRLNSs Blackstone Sr Loan ETFETF-其他0.95%—-4.15%
35PANWPalo Alto Networks INC股票-科技0.95%-0.18%+1.60%
36UNPUnion Pacific CORP股票-工业0.93%+0.93%NEW
37VVisa Inc-class A Shares股票-金融0.93%-0.16%+3.64%
38WSOWatsco INC股票-工业0.88%+0.45%+99.87%
39HDHome Depot INC股票-周期性消费0.88%—+14.73%
40IWFIshares Russell 1000 GrowthETF-其他0.86%—-0.06%
41AMTAmerican Tower CORP股票-房地产0.81%+0.34%+81.90%
42IJHIshares Core S&p Midcap ETFETF-其他0.75%-0.41%-33.69%
43INTUIntuit INC股票-科技0.75%-0.21%+24.56%
44TSMTaiwan Semiconductor-sp Adr股票-科技0.73%+0.08%+5.32%
45ORLYO'reilly Automotive INC股票-周期性消费0.72%—+5.17%
46MLMMartin Marietta Materials股票-原材料0.68%—+6.32%
47BABAAlibaba Group Holding-sp Adr股票-周期性消费0.65%—+5.22%
48GWWWw Grainger INC股票-工业0.62%—+3.96%
49ISRGIntuitive Surgical INC股票-医疗保健0.62%—+6.00%
50KKRKkr & Co INC股票-金融0.60%-0.23%+5.26%
1–50 of 207

本季持股变动

Canal Capital Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 0-5 Year Tips Bond E (STIP); 新建仓: Ppg Industries INC (PPG); 新建仓: Union Pacific CORP (UNP); 清仓: Omnicom Group (OMC); 新建仓: Proshares Short S&p500 (SH).

Canal Capital Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1QQQInvesco Qqq Trust Series 1+3.2%+347.22%加仓
2SCHXSchwab US Large-cap ETF+2.8%+4048.60%加仓
3ODFLOld Dominion Freight Line+1.6%-0.20%减仓
4DUKDuke Energy CORP+1%+2688.36%加仓
5WSOWatsco INC+0.5%+99.87%加仓
6XOMExxon Mobil CORP+0.4%-3.44%减仓
7AMTAmerican Tower CORP+0.3%+81.90%加仓
8TAt&t INC+0.3%+16.51%加仓
9ASMLASML Holding N.V.+0.2%-1.00%减仓
10MOAltria Group INC+0.2%+0.73%加仓
11EPDEnterprise Products Partners+0.1%+266.30%加仓
12ETNEaton Corporation plc+0.1%+27.34%加仓
13JNJJohnson & Johnson+0.1%-4.96%减仓
14WMTWalmart INC+0.1%-1.36%减仓
15TSMTaiwan Semiconductor-sp Adr+0.1%+5.32%加仓
16ORealty Income CORP+0.1%+2.23%加仓
17LQDIshr Ibx Usd Invgd Cb Etf-ui0%+6.93%加仓
18TOTLSs Doubleline Tr Tact ETF0%+7.25%加仓
19VVisa Inc-class A Shares-0.2%+3.64%加仓
20PANWPalo Alto Networks INC-0.2%+1.60%加仓
21CRHCRH plc-0.2%+3.63%加仓
22LLYEli Lilly & Co-0.2%+2.87%加仓
23INTUIntuit INC-0.2%+24.56%加仓
24JPMJpmorgan Chase & Co-0.2%+2.45%加仓
25AOAIshares Core 80/20 Aggressiv-0.2%-47.55%减仓
26KKRKkr & Co INC-0.2%+5.26%加仓
27GOOGLAlphabet Inc-cl A-0.2%+1.60%加仓
28NVDANvidia CORP-0.3%-0.98%减仓
29BXBlackstone INC-0.3%+17.71%加仓
30AVGOBroadcom INC-0.4%-0.48%减仓
31IJHIshares Core S&p Midcap ETF-0.4%-33.69%减仓
32AGGIshares Core U.s. Aggregate-0.4%-53.29%减仓
33IVVIshares Core S&p 500 ETF-0.4%-12.86%减仓
34AAPLApple INC-0.5%-0.03%减仓
35IJRIshares Core S&p Small-cap E-0.6%-50.04%减仓
36DVNDevon Energy CORP-0.7%-78.35%减仓
37MSFTMicrosoft CORP-0.7%+9.48%加仓
38SCHDSchwab US Dvd Equity ETF-0.8%-81.15%减仓
39DDominion Energy INC-0.9%-83.31%减仓
40IVWIshares S&p 500 Growth ETF-1.1%-76.78%减仓
41OEFIshares S&p 100 ETF-1.4%-68.08%减仓
42AKREAkre Focus ETF-1.6%-96.18%减仓
43STIPIshares 0-5 Year Tips Bond E—NEW新建仓
44PPGPpg Industries INC—NEW新建仓
45UNPUnion Pacific CORP—NEW新建仓
46OMCOmnicom Group—EXIT清仓
47SHProshares Short S&p500—NEW新建仓
48ETEnergy Transfer LP—NEW新建仓
49PHYSSprott Physical Gold Trust—NEW新建仓
50SHYMIshares Short Duration High—EXIT清仓

FAQ

Canal Capital Management, LLC 是什么机构？属于哪种投资人类型？
Canal Capital Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.4亿，分布在 207 个已申报仓位之中。
Canal Capital Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Canal Capital Management, LLC 按市值排列的前几大持股为： 1. Old Dominion Freight Line (ODFL) — US$7311.9万 (9.9%) 2. Apple INC (AAPL) — US$3248.9万 (4.4%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$3134.4万 (4.2%) 4. Microsoft CORP (MSFT) — US$2184.2万 (3.0%) 5. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — US$2131.5万 (2.9%)
Canal Capital Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Canal Capital Management, LLC 共进行了 50 项显著调整：新建仓 6 个仓位、加仓 23 个既有持股、减仓 19 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Ishares 0-5 Year Tips Bond E (STIP); 新建仓: Ppg Industries INC (PPG); 新建仓: Union Pacific CORP (UNP); 清仓: Omnicom Group (OMC); 新建仓: Proshares Short S&p500 (SH)
Canal Capital Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Canal Capital Management, LLC 的主要板块分布如下： • Information Technology: 36.9% • Financials: 15.1% • Health Care: 10.8% • Consumer Staples: 10.8% • Communication Services: 9.7% • Consumer Discretionary: 7.4%