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 |
|---|---|---|---|---|---|---|---|---|
| — | VESTAS WIND SYS A/S F | $1.64万 | 0.00% | 1,747 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $1.64万 | 0.00% | 160 | -9 | -5.3% | -$925 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.65万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.65万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.65万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| — | EV SENIOR FLOATING RATE | $1.65万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| CBRL | CRACKER BARREL OLD CTRY | $1.66万 | 0.00% | 573 | 533 | 1,332.5% | $1.54万 | 加仓 |
| PHM | PULTEGROUP INC | $1.67万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HLDG | $1.67万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW F | $1.67万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| — | QBE INS GROUP LTD F | $1.67万 | 0.00% | 1,108 | -428 | -27.9% | -$6,454 | 减仓 |
| TWI | TITAN INTL INC DEL | $1.67万 | 0.00% | 2,233 | 1,706 | 323.7% | $1.28万 | 加仓 |
| DXCM | DEXCOM INC | $1.67万 | 0.00% | 269 | -9 | -3.2% | -$560 | 减仓 |
| CSGP | COSTAR GROUP INC | $1.67万 | 0.00% | 419 | 371 | 772.9% | $1.48万 | 加仓 |
| BOH | BANK HAWAII CORP | $1.68万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| ERIC | ERICSSON F | $1.68万 | 0.00% | 1,442 | 459 | 46.7% | $5,334 | 加仓 |
| FTI | TECHNIPFMC PLC F | $1.68万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD CORP | $1.68万 | 0.00% | 47 | 47 | — | $1.68万 | 新建仓 |
| — | EDP S.A. ADR F | $1.68万 | 0.00% | 309 | 144 | 87.3% | $7,821 | 加仓 |
| LII | LENNOX INTL INC | $1.68万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| REX | REX AMERICAN RES CORP | $1.68万 | 0.00% | 371 | 203 | 120.8% | $9,218 | 加仓 |
| — | WOLTERS KLUWER N V F | $1.69万 | 0.00% | 223 | 80 | 55.9% | $6,048 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $1.69万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD F | $1.69万 | 0.00% | 71 | -14 | -16.5% | -$3,327 | 减仓 |
| AES | AES CORP | $1.69万 | 0.00% | 1,180 | 941 | 393.7% | $1.35万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC F | $1.70万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TR INC | $1.70万 | 0.00% | 3,000 | 232 | 8.4% | $1,313 | 加仓 |
| AWR | AMERICAN STS WTR CO | $1.70万 | 0.00% | 219 | -90 | -29.1% | -$6,983 | 减仓 |
| — | BARRATT REDROW PLC F | $1.70万 | 0.00% | 2,430 | 2,068 | 571.3% | $1.45万 | 加仓 |
| — | MOWI ASA F | $1.71万 | 0.00% | 743 | 492 | 196.0% | $1.13万 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $1.71万 | 0.00% | 527 | 220 | 71.7% | $7,148 | 加仓 |
| IQV | IQVIA HLDGS INC | $1.72万 | 0.00% | 99 | 33 | 50.0% | $5,718 | 加仓 |
| CHEF | CHEFS WHSE INC | $1.72万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| — | WESFARMERS LTD F | $1.72万 | 0.00% | 675 | 197 | 41.2% | $5,022 | 加仓 |
| ELS | EQUITY LIFESTYLE PPTYS I | $1.72万 | 0.00% | 269 | -2 | -0.7% | -$128 | 减仓 |
| BR | BROADRIDGE FINL SOLUTION | $1.72万 | 0.00% | 107 | -40 | -27.2% | -$6,437 | 减仓 |
| BN | BROOKFIELD CORP F | $1.73万 | 0.00% | 422 | -16 | -3.7% | -$654 | 减仓 |
| LYV | LIVE NATION ENTMT INC | $1.73万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAP MGMT INC | $1.73万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $1.73万 | 0.00% | 29 | -19 | -39.6% | -$1.13万 | 减仓 |
| KSS | KOHLS CORP | $1.74万 | 0.00% | 1,354 | 427 | 46.1% | $5,474 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1.75万 | 0.00% | 1,319 | 1,302 | 7,658.8% | $1.72万 | 加仓 |
| — | TAYLOR MORRISON HOME COR | $1.75万 | 0.00% | 301 | 301 | — | $1.75万 | 新建仓 |
| — | COTERRA ENERGY INC | $1.75万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| — | IHI CORP F | $1.75万 | 0.00% | 818 | 754 | 1,178.1% | $1.61万 | 加仓 |
| — | BOLIDEN AB F | $1.75万 | 0.00% | 160 | 55 | 52.4% | $6,018 | 加仓 |
| NTCT | NETSCOUT SYS INC | $1.75万 | 0.00% | 543 | 5 | 0.9% | $161 | 加仓 |
| INCY | INCYTE CORP | $1.76万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP | $1.76万 | 0.00% | 152 | -8 | -5.0% | -$928 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $1.76万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MTG TR INC | $1.76万 | 0.00% | 944 | -18 | -1.9% | -$336 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1.77万 | 0.00% | 90 | 80 | 800.0% | $1.57万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $1.77万 | 0.00% | 139 | 94 | 208.9% | $1.20万 | 加仓 |
| — | SINGAPORE EXCHANGE LTD F | $1.77万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC F | $1.77万 | 0.00% | 1,786 | -5 | -0.3% | -$50 | 减仓 |
| — | SOMPO HLDGS INC F | $1.78万 | 0.00% | 920 | -2 | -0.2% | -$39 | 减仓 |
| ARI | APOLLO COML REAL ESTATE | $1.78万 | 0.00% | 1,679 | 588 | 53.9% | $6,251 | 加仓 |
| — | BUREAU VERITAS SA F | $1.79万 | 0.00% | 293 | 252 | 614.6% | $1.54万 | 加仓 |
| VUSB | VANGUARD ULTRA-SHORT | $1.80万 | 0.00% | 362 | -260 | -41.8% | -$1.29万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1.80万 | 0.00% | 64 | 58 | 966.7% | $1.63万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAMILY S | $1.80万 | 0.00% | 215 | 206 | 2,288.9% | $1.73万 | 加仓 |
| — | DAITO TR CONSTR CO LTD F | $1.81万 | 0.00% | 3,046 | 0 | 0.0% | — | 不变 |
| — | MONCLER S P A F | $1.81万 | 0.00% | 295 | 221 | 298.6% | $1.36万 | 加仓 |
| RL | RALPH LAUREN CORP | $1.81万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $1.81万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.81万 | 0.00% | 104 | -245 | -70.2% | -$4.27万 | 减仓 |
| SAH | SONIC AUTOMOTIVE INC | $1.82万 | 0.00% | 280 | 183 | 188.7% | $1.19万 | 加仓 |
| SW | SMURFIT WESTROCK PLC F | $1.83万 | 0.00% | 465 | 279 | 150.0% | $1.10万 | 重新持有 |
| — | TELE2 AB F | $1.83万 | 0.00% | 1,646 | 1,646 | — | $1.83万 | 新建仓 |
| — | EISAI CO LTD F | $1.83万 | 0.00% | 2,315 | 1,490 | 180.6% | $1.18万 | 加仓 |
| PDBC | INVESCO OPTIMUM YIELD | $1.83万 | 0.00% | 1,044 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC F | $1.83万 | 0.00% | 2,273 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $1.83万 | 0.00% | 117 | -73 | -38.4% | -$1.14万 | 减仓 |
| — | NN GROUP NV F | $1.84万 | 0.00% | 457 | 193 | 73.1% | $7,764 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1.85万 | 0.00% | 82 | 5 | 6.5% | $1,127 | 加仓 |
| CRH | CRH PUBLIC LIMITED CO F | $1.85万 | 0.00% | 177 | -90 | -33.7% | -$9,417 | 减仓 |
| FICO | FAIR ISAAC CORP | $1.85万 | 0.00% | 17 | 6 | 54.5% | $6,539 | 加仓 |
| LNN | LINDSAY CORP | $1.85万 | 0.00% | 180 | 77 | 74.8% | $7,933 | 加仓 |
| WTFC | WINTRUST FINL CORP | $1.86万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 | $1.86万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC NEW | $1.86万 | 0.00% | 180 | 175 | 3,500.0% | $1.81万 | 加仓 |
| — | SOUTH32 LTD F | $1.86万 | 0.00% | 1,189 | 455 | 62.0% | $7,116 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLD | $1.86万 | 0.00% | 276 | 83 | 43.0% | $5,593 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTER | $1.86万 | 0.00% | 1,105 | -236 | -17.6% | -$3,974 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $1.86万 | 0.00% | 309 | 220 | 247.2% | $1.33万 | 加仓 |
| AMSF | AMERISAFE INC | $1.86万 | 0.00% | 565 | 440 | 352.0% | $1.45万 | 加仓 |
| — | KIOXIA HLDGS CORP F | $1.86万 | 0.00% | 1,369 | 1,369 | — | $1.86万 | 新建仓 |
| — | NITORI HLDGS CO LTD F | $1.86万 | 0.00% | 2,425 | 1,640 | 208.9% | $1.26万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $1.87万 | 0.00% | 761 | 125 | 19.7% | $3,076 | 加仓 |
| — | TECHTRONIC INDS LTD F | $1.87万 | 0.00% | 277 | 118 | 74.2% | $7,979 | 加仓 |
| FTGC | FIRST TRUST GLOBAL | $1.87万 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| — | ASSA ABLOY AB F | $1.88万 | 0.00% | 1,015 | -2 | -0.2% | -$37 | 减仓 |
| CASH | PATHWARD FINL INC | $1.88万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| PAHC | PHIBRO ANIMAL HEALTH COR | $1.88万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HOLDINGS CO A | $1.89万 | 0.00% | 1,087 | -171 | -13.6% | -$2,974 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $1.89万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| — | SWEDBANK A B F | $1.89万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| — | SANDOZ GROUP AG F | $1.89万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC F | $1.90万 | 0.00% | 205 | 105 | 105.0% | $9,710 | 加仓 |
| CALM | CAL MAINE FOODS INC | $1.90万 | 0.00% | 243 | -56 | -18.7% | -$4,374 | 减仓 |