Salomon & Ludwin, LLC
RICHMOND VA · SEC CIK 0001766156
$11.20亿2026Q1 申报市值
2,097持仓数
43.1%前十大占比 · 第一大 6.8%
62 / 97新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUB 加仓+$513.22万
MUB 加仓+$279.93万
VTEB 加仓+$247.24万
VGSH 加仓+$160.70万
VGIT 加仓+$155.88万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$187.91万
VEA 减仓-$187.42万
IVW 减仓-$162.39万
EFA 减仓-$150.72万
IVE 减仓-$83.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LFUS | LITTELFUSE INC | $1.42万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC REIT | $1.42万 | 0.00% | 1,052 | 711 | 208.5% | $9,606 | 加仓 |
| MTH | MERITAGE HOMES CORP | $1.42万 | 0.00% | 229 | -143 | -38.4% | -$8,889 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LT F | $1.42万 | 0.00% | 72 | 72 | — | $1.42万 | 新建仓 |
| — | IMPERIAL BRANDS PLC F | $1.43万 | 0.00% | 350 | -90 | -20.5% | -$3,665 | 减仓 |
| MOD | MODINE MFG CO | $1.43万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $1.43万 | 0.00% | 646 | -480 | -42.6% | -$1.06万 | 减仓 |
| TXT | TEXTRON INC | $1.43万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| — | SPIRAX GROUP PLC EQUIT F | $1.43万 | 0.00% | 307 | 234 | 320.5% | $1.09万 | 加仓 |
| NPK | NTNL PRESTO INDS INC | $1.43万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | RECKITT BENCKISER GROU F | $1.43万 | 0.00% | 1,038 | 1,038 | — | $1.43万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS I | $1.43万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS | $1.44万 | 0.00% | 301 | 121 | 67.2% | $5,783 | 加仓 |
| — | KDDI CORP F | $1.44万 | 0.00% | 848 | -508 | -37.5% | -$8,626 | 减仓 |
| FOX | FOX CORP | $1.44万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $1.44万 | 0.00% | 776 | 181 | 30.4% | $3,368 | 加仓 |
| XNCR | XENCOR INC | $1.45万 | 0.00% | 1,130 | 543 | 92.5% | $6,956 | 加仓 |
| HUBG | HUB GROUP INC | $1.45万 | 0.00% | 397 | -57 | -12.6% | -$2,081 | 减仓 |
| ZS | ZSCALER INC | $1.45万 | 0.00% | 105 | 42 | 66.7% | $5,820 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.46万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| GRFS | GRIFOLS S A F | $1.46万 | 0.00% | 1,767 | 1,466 | 487.0% | $1.21万 | 加仓 |
| GNW | GENWORTH FINL INC | $1.46万 | 0.00% | 1,736 | -1,270 | -42.2% | -$1.07万 | 减仓 |
| GFF | GRIFFON CORP | $1.46万 | 0.00% | 204 | -77 | -27.4% | -$5,499 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.46万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | MS&AD INSURANCE GROUP F | $1.46万 | 0.00% | 561 | 159 | 39.6% | $4,147 | 加仓 |
| IWO | ISHARES RUSSELL 2000 | $1.46万 | 0.00% | 46 | -2 | -4.2% | -$637 | 减仓 |
| PCEF | INVESCO CEF INCOME | $1.46万 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC | $1.47万 | 0.00% | 958 | 18 | 1.9% | $275 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $1.47万 | 0.00% | 419 | 355 | 554.7% | $1.24万 | 加仓 |
| VTOL | BRISTOW GROUP INC DEL NE | $1.47万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| — | UCB S A F | $1.47万 | 0.00% | 96 | 6 | 6.7% | $918 | 加仓 |
| UAA | UNDER ARMOUR INC | $1.48万 | 0.00% | 2,625 | 1,488 | 130.9% | $8,363 | 加仓 |
| GRAB | GRAB HLDGS LTD F | $1.48万 | 0.00% | 4,076 | 2,222 | 119.8% | $8,044 | 加仓 |
| MANH | MANHATTAN ASSOCS INC | $1.48万 | 0.00% | 110 | 27 | 32.5% | $3,633 | 加仓 |
| R | RYDER SYS INC | $1.48万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $1.48万 | 0.00% | 297 | 44 | 17.4% | $2,198 | 加仓 |
| TALO | TALOS ENERGY INC | $1.49万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| — | ENVIRI CORP | $1.49万 | 0.00% | 750 | 31 | 4.3% | $617 | 加仓 |
| SGI | SOMNIGROUP INTERNTNL | $1.49万 | 0.00% | 205 | 155 | 310.0% | $1.13万 | 加仓 |
| IIIN | INSTEEL INDS INC | $1.50万 | 0.00% | 443 | 297 | 203.4% | $1.00万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.50万 | 0.00% | 127 | -8 | -5.9% | -$944 | 减仓 |
| XGDVX | GABELLI DIVIDEND & INCOM | $1.50万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD F | $1.51万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $1.51万 | 0.00% | 61 | 38 | 165.2% | $9,399 | 重新持有 |
| BKR | BAKER HUGHES CO. A | $1.51万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $1.51万 | 0.00% | 1,606 | 0 | 0.0% | — | 不变 |
| FIZZ | NTNL BEVERAGE CORP | $1.51万 | 0.00% | 448 | 249 | 125.1% | $8,404 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.51万 | 0.00% | 113 | -50 | -30.7% | -$6,693 | 减仓 |
| — | HENSOLDT AG F | $1.51万 | 0.00% | 1,606 | 1,539 | 2,297.0% | $1.45万 | 加仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $1.52万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| EZPW | EZCORP INC | $1.52万 | 0.00% | 558 | 316 | 130.6% | $8,592 | 加仓 |
| — | KENNEDY-WILSON HLDGS INC | $1.52万 | 0.00% | 1,396 | 686 | 96.6% | $7,457 | 加仓 |
| CDE | COEUR MNG INC | $1.52万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $1.52万 | 0.00% | 389 | 217 | 126.2% | $8,474 | 加仓 |
| RUN | SUNRUN INC | $1.53万 | 0.00% | 1,131 | -562 | -33.2% | -$7,587 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1.53万 | 0.00% | 37 | -2 | -5.1% | -$826 | 减仓 |
| WAFD | WAFD INC | $1.53万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA F | $1.54万 | 0.00% | 369 | 208 | 129.2% | $8,684 | 加仓 |
| TRMK | TRUSTMARK CORP | $1.54万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORP | $1.54万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.55万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL IN F | $1.55万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| SXT | SENSIENT TECHNOLOGIES CO | $1.55万 | 0.00% | 168 | -125 | -42.7% | -$1.15万 | 减仓 |
| OKE | ONEOK INC NEW | $1.55万 | 0.00% | 176 | -1 | -0.6% | -$88 | 减仓 |
| — | RHEINMETALL F | $1.55万 | 0.00% | 43 | -22 | -33.8% | -$7,955 | 减仓 |
| RNST | RENASANT CORP | $1.56万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP | $1.56万 | 0.00% | 397 | 183 | 85.5% | $7,173 | 加仓 |
| EWBC | EAST WEST BANCORP | $1.56万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $1.56万 | 0.00% | 823 | -99 | -10.7% | -$1,876 | 减仓 |
| WWD | WOODWARD INC | $1.56万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $1.56万 | 0.00% | 800 | 209 | 35.4% | $4,084 | 加仓 |
| GNTX | GENTEX CORP | $1.56万 | 0.00% | 727 | 0 | 0.0% | — | 不变 |
| — | BE SEMICONDUCTOR INDS F | $1.57万 | 0.00% | 70 | 47 | 204.3% | $1.05万 | 加仓 |
| — | BARRY CALLEBAUT AG F | $1.57万 | 0.00% | 919 | 669 | 267.6% | $1.15万 | 加仓 |
| — | CARREFOUR SA F | $1.58万 | 0.00% | 4,167 | 2,367 | 131.5% | $8,947 | 加仓 |
| EIPI | FT ENERGY INCOME | $1.58万 | 0.00% | 704 | 0 | 0.0% | — | 不变 |
| JBSS | SANFILIPPO JOHN B & SON | $1.58万 | 0.00% | 192 | 128 | 200.0% | $1.05万 | 加仓 |
| — | DAIKIN INDS LTD F | $1.58万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES IN | $1.58万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC | $1.58万 | 0.00% | 441 | 269 | 156.4% | $9,641 | 加仓 |
| PSA | PUBLIC STORAGE | $1.60万 | 0.00% | 57 | 41 | 256.2% | $1.15万 | 加仓 |
| OC | OWENS CORNING NEW | $1.60万 | 0.00% | 151 | 116 | 331.4% | $1.23万 | 加仓 |
| — | KAWASAKI HEAVY INDS LT F | $1.60万 | 0.00% | 399 | 237 | 146.3% | $9,530 | 加仓 |
| DG | DOLLAR GEN CORP NEW | $1.60万 | 0.00% | 134 | 95 | 243.6% | $1.14万 | 加仓 |
| NGVT | INGEVITY CORP | $1.61万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RES INC | $1.61万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.61万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $1.61万 | 0.00% | 613 | 613 | — | $1.61万 | 新建仓 |
| FN | FABRINET F | $1.62万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED F | $1.62万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORP | $1.62万 | 0.00% | 2,074 | 347 | 20.1% | $2,717 | 加仓 |
| MORN | MORNINGSTAR INC | $1.63万 | 0.00% | 94 | 94 | — | $1.63万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1.63万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| EYE | NTNL VISION HLDGS IN | $1.63万 | 0.00% | 688 | -74 | -9.7% | -$1,753 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC | $1.63万 | 0.00% | 118 | -76 | -39.2% | -$1.05万 | 减仓 |
| TKO | TKO GROUP HLDGS INC | $1.63万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $1.63万 | 0.00% | 52 | -33 | -38.8% | -$1.04万 | 减仓 |
| — | SELECT MED HLDGS CORP | $1.64万 | 0.00% | 1,004 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $1.64万 | 0.00% | 1,099 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORP | $1.64万 | 0.00% | 317 | 126 | 66.0% | $6,531 | 加仓 |