CIK: 0001326766
申报总市值
US$8.6亿
申报季度: 2026-03-31 · 持股只数: 118
Violich Capital Management, Inc.在最新一期 13F 报告中披露了 118 项持股，申报期为 2026-03-31，总持股市值约为 US$8.6亿，季度换手率为 15.4%。
Violich Capital Management, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.049——换算下来相当于约 20 个等权重仓位，明显低于其实际披露的 118 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.20），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
-0.9% -US$2117.2万
减仓 ORCL
-8.4% -US$1276.8万
加仓 COST
-1.5% US$586.2万
减仓 V
-1.2% -US$746.2万
加仓 LRCX
0.0% US$425.9万
加仓 CVX
+2.0% US$425.1万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 11.38% | -0.55% | -0.40% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 10.93% | -0.44% | -0.13% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.77% | -2.01% | -0.90% | |
| 4 | AAPL | Apple INC | 股票-科技 | 6.26% | -0.20% | -0.98% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.64% | +0.91% | -1.48% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 5.00% | -0.61% | -1.19% | |
| 7 | ORCL | Oracle CORP | 股票-科技 | 3.35% | -1.27% | -8.35% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.23% | -0.03% | -1.03% | |
| 9 | ABBV | Abbvie INC | 股票-医疗保健 | 2.81% | -0.03% | -0.82% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.62% | +0.45% | -2.66% | |
| 11 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.61% | +0.32% | +0.08% | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 2.50% | +0.58% | — | |
| 13 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.09% | -0.12% | +0.06% | |
| 14 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.08% | +0.32% | +0.53% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.79% | +0.56% | +2.03% | |
| 16 | PM | Philip Morris International | 股票-非周期性消费 | 1.67% | +0.14% | +1.04% | |
| 17 | HON | Honeywell International INC | 股票-工业 | 1.62% | +0.28% | -0.49% | |
| 18 | BHP | Bhp Group Ltd-spon Adr | 股票-原材料 | 1.59% | +0.33% | +0.32% | |
| 19 | PEP | Pepsico INC | 股票-非周期性消费 | 1.31% | +0.14% | -1.21% | |
| 20 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 1.30% | +0.29% | +2.94% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | +0.38% | +5.97% | |
| 22 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.98% | -0.14% | +2.28% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.05% | -0.29% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.92% | — | +4.86% | |
| 25 | UNP | Union Pacific CORP | 股票-工业 | 0.89% | +0.08% | +0.06% | |
| 26 | AON | Aon plc | 股票-金融 | 0.81% | -0.04% | -1.12% | |
| 27 | DHR | Danaher CORP | 股票-医疗保健 | 0.75% | -0.15% | -3.32% | |
| 28 | ACN | Accenture plc | 股票-科技 | 0.75% | -0.24% | -2.41% | |
| 29 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.71% | +0.12% | +0.10% | |
| 30 | CSCO | Cisco Systems INC | 股票-科技 | 0.67% | — | +3.56% | |
| 31 | VZ | Verizon Communications INC | 股票-通信服务 | 0.66% | +0.14% | -0.40% | |
| 32 | AVGO | Broadcom INC | 股票-科技 | 0.65% | -0.05% | -0.69% | |
| 33 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 0.60% | +0.27% | +69.04% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.60% | -0.05% | -0.83% | |
| 35 | NEE | Nextera Energy INC | 股票-公用事业 | 0.57% | +0.10% | — | |
| 36 | GS | Goldman Sachs Group INC | 股票-金融 | 0.50% | — | -0.98% | |
| 37 | COP | Conocophillips | 股票-能源 | 0.46% | — | -33.06% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.41% | — | — | |
| 39 | AMGN | Amgen INC | 股票-医疗保健 | 0.40% | — | -4.88% | |
| 40 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.40% | -0.04% | -4.60% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.40% | -0.18% | -17.30% | |
| 42 | NKE | Nike INC -cl B | 股票-周期性消费 | 0.40% | -0.03% | +6.91% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | -0.05% | -2.62% | |
| 44 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.34% | -0.10% | -8.46% | |
| 45 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.34% | — | -1.17% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.33% | — | — | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.31% | — | — | |
| 48 | DE | Deere & Co | 股票-工业 | 0.31% | +0.07% | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.26% | — | -4.51% | |
| 50 | CPAY | Corpay INC | 股票-科技 | 0.24% | — | -1.37% |
Q3 2026表现
-0.7%
近4个季度表现
+30.9%
基于可获取价格的持仓（占申报价值的81%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 118 | US$8.6亿 | 15 | |
| 2025-12-31 | 114 | US$9.0亿 | 17 | |
| 2025-09-30 | 109 | US$8.4亿 | 31 | |
| 2025-06-30 | 98 | US$7.1亿 | 0 | |
| 2025-03-31 | 103 | US$7.4亿 | 100 | |
| 2024-12-31 | 107 | US$7.7亿 | 0 | |
| 2024-09-30 | 111 | US$7.7亿 | 0 | |
| 2024-06-30 | 109 | US$7.4亿 | 0 | |
| 2024-03-31 | 109 | US$7.0亿 | 0 | |
| 2023-12-31 | 101 | US$6.2亿 | 0 | |
| 2023-09-30 | 98 | US$5.9亿 | 0 | |
| 2023-06-30 | 107 | US$6.2亿 | 0 | |
| 2023-03-31 | 106 | US$5.9亿 | 0 | |
| 2022-12-31 | 106 | US$5.6亿 | 0 | |
| 2022-09-30 | 108 | US$5.3亿 | 0 | |
| 2022-06-30 | 112 | US$5.7亿 | 0 | |
| 2022-03-31 | 117 | US$6.8亿 | 0 | |
| 2021-12-31 | 117 | US$7.0亿 | 0 | |
| 2021-09-30 | 120 | US$6.2亿 | 0 | |
| 2021-06-30 | 123 | US$6.0亿 | 100 | |
| 2021-03-31 | 117 | US$5.5亿 | 16 | |
| 2020-12-31 | 115 | US$5.2亿 | 14 | |
| 2020-09-30 | 103 | US$4.7亿 | 13 | |
| 2020-06-30 | 104 | US$4.6亿 | 22 | |
| 2020-03-31 | 100 | US$3.7亿 | 23 | |
| 2019-12-31 | 113 | US$4.6亿 | 11 | |
| 2019-09-30 | 114 | US$4.2亿 | 9 | |
| 2019-06-30 | 117 | US$4.1亿 | 9 | |
| 2019-03-31 | 112 | US$3.9亿 | 15 | |
| 2018-12-31 | 109 | US$3.5亿 | 25 | |
| 2018-09-30 | 115 | US$4.4亿 | 14 | |
| 2018-06-30 | 123 | US$4.0亿 | 9 | |
| 2018-03-31 | 114 | US$3.7亿 | 8 | |
| 2017-12-31 | 114 | US$3.9亿 | 11 | |
| 2017-09-30 | 112 | US$3.7亿 | 10 | |
| 2017-06-30 | 108 | US$3.4亿 | 9 | |
| 2017-03-31 | 110 | US$3.3亿 | 5 | |
| 2016-12-31 | 113 | US$3.3亿 | 17 | |
| 2016-09-30 | 102 | US$2.9亿 | 28 | |
| 2016-06-30 | 99 | US$3.2亿 | 7 | |
| 2016-03-31 | 95 | US$3.1亿 | 7 | |
| 2015-12-31 | 94 | US$3.0亿 | 24 | |
| 2015-09-30 | 97 | US$2.9亿 | 12 | |
| 2015-06-30 | 101 | US$3.1亿 | 9 | |
| 2015-03-31 | 101 | US$3.1亿 | 12 | |
| 2014-12-31 | 101 | US$3.1亿 | 14 | |
| 2014-09-30 | 102 | US$3.1亿 | 12 | |
| 2014-06-30 | 107 | US$3.0亿 | 13 | |
| 2014-03-31 | 104 | US$2.9亿 | 20 | |
| 2013-12-31 | 102 | US$2.8亿 | 15 | |
| 2013-09-30 | 108 | US$2.6亿 | 9 | |
| 2013-06-30 | 105 | US$2.5亿 | — |
Violich Capital Management, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard 500 Index-adm (VFIAX); 清仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Waters CORP (WAT); 新建仓: Vanguard Ext Mkt Indx-adm (VEXAX); 清仓: Diamondback Energy INC (FANG).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.9% | -1.48% | 减仓 |
| 2 | LRCX | Lam Research CORP | +0.6% | — | 不变 |
| 3 | CVX | Chevron CORP | +0.6% | +2.03% | 加仓 |
| 4 | JNJ | Johnson & Johnson | +0.5% | -2.66% | 减仓 |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +5.97% | 加仓 |
| 6 | BHP | Bhp Group Ltd-spon Adr | +0.3% | +0.32% | 加仓 |
| 7 | AMLP | Alerian Mlp ETF | +0.3% | +0.53% | 加仓 |
| 8 | GLD | Spdr Gold Shares | +0.3% | +0.08% | 加仓 |
| 9 | AEM | Agnico Eagle Mines LTD | +0.3% | +2.94% | 加仓 |
| 10 | HON | Honeywell International INC | +0.3% | -0.49% | 减仓 |
| 11 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.3% | +69.04% | 加仓 |
| 12 | VZ | Verizon Communications INC | +0.1% | -0.40% | 减仓 |
| 13 | PEP | Pepsico INC | +0.1% | -1.21% | 减仓 |
| 14 | PM | Philip Morris International | +0.1% | +1.04% | 加仓 |
| 15 | MRK | Merck & Co. INC. | +0.1% | +0.10% | 加仓 |
| 16 | NEE | Nextera Energy INC | +0.1% | — | 不变 |
| 17 | LMT | Lockheed Martin CORP | +0.1% | +13.29% | 加仓 |
| 18 | UNP | Union Pacific CORP | +0.1% | +0.06% | 加仓 |
| 19 | EMR | Emerson Electric Co | +0.1% | +190.00% | 加仓 |
| 20 | DE | Deere & Co | +0.1% | — | 不变 |
| 21 | NVDA | Nvidia CORP | +0.1% | +45.67% | 加仓 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.03% | 减仓 |
| 23 | ABBV | Abbvie INC | 0% | -0.82% | 减仓 |
| 24 | NKE | Nike INC -cl B | 0% | +6.91% | 加仓 |
| 25 | AON | Aon plc | 0% | -1.12% | 减仓 |
| 26 | CVS | Cvs Health CORP | 0% | -4.60% | 减仓 |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -0.29% | 减仓 |
| 28 | MA | Mastercard INC - A | -0.1% | -0.83% | 减仓 |
| 29 | AVGO | Broadcom INC | -0.1% | -0.69% | 减仓 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -2.62% | 减仓 |
| 31 | ADBE | Adobe INC | -0.1% | — | 不变 |
| 32 | BDX | Becton Dickinson And Co | -0.1% | -8.46% | 减仓 |
| 33 | AMZN | Amazon.com INC | -0.1% | +0.06% | 加仓 |
| 34 | UNH | Unitedhealth Group INC | -0.1% | +2.28% | 加仓 |
| 35 | DHR | Danaher CORP | -0.2% | -3.32% | 减仓 |
| 36 | ADP | Automatic Data Processing | -0.2% | -17.30% | 减仓 |
| 37 | AAPL | Apple INC | -0.2% | -0.98% | 减仓 |
| 38 | ACN | Accenture plc | -0.2% | -2.41% | 减仓 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.4% | -0.13% | 减仓 |
| 40 | GOOG | Alphabet Inc-cl C | -0.6% | -0.40% | 减仓 |
| 41 | V | Visa Inc-class A Shares | -0.6% | -1.19% | 减仓 |
| 42 | ORCL | Oracle CORP | -1.3% | -8.35% | 减仓 |
| 43 | MSFT | Microsoft CORP | -2% | -0.90% | 减仓 |
| 44 | VFIAX | Vanguard 500 Index-adm | — | NEW | 新建仓 |
| 45 | RSP | Invesco S&p 500 Equal Weight | — | EXIT | 清仓 |
| 46 | WAT | Waters CORP | — | NEW | 新建仓 |
| 47 | VEXAX | Vanguard Ext Mkt Indx-adm | — | NEW | 新建仓 |
| 48 | FANG | Diamondback Energy INC | — | EXIT | 清仓 |
| 49 | ROST | Ross Stores INC | — | NEW | 新建仓 |
| 50 | AGTHX | Amer Fnd Grw Fd Of Am-a | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-08 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-03 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-29 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-02 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-29 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-18 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-12 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-18 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-04-25 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-12 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-07-29 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-29 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-19 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-16 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-11-06 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-02-12 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-03-01 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-10 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-11-08 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-15 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-13 | 修正案 | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-09 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-08-11 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-05-12 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-11-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-08-14 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-02-18 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-11-25 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-08-13 | 13F-HR | 在 EDGAR 上查看 |
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