Salomon & Ludwin, LLC
RICHMOND VA · SEC CIK 0001766156
$12.15亿2026Q2 申报市值
2,116持仓数
43.1%前十大占比 · 第一大 6.5%
77 / 90新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SUB 加仓+$166.22万
MUB 加仓+$134.33万
RLY 新建仓+$95.73万
BIL 加仓+$92.72万
VGSH 加仓+$72.58万
2026Q2 卖出最多 按季末市值估算
XLK 减仓-$530.17万
IVW 减仓-$276.46万
VOO 减仓-$186.58万
IVE 减仓-$153.31万
SPY 减仓-$148.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AMN | AMN HEALTHCARE SVCS INC | $1.85万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.86万 | 0.00% | 301 | -68 | -18.4% | -$4,199 | 减仓 |
| BOH | BANK HAWAII CORP | $1.86万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $1.86万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| CRH | CRH PUBLIC LIMITED CO F | $1.86万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP | $1.87万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP | $1.87万 | 0.00% | 183 | -143 | -43.9% | -$1.46万 | 减仓 |
| CASH | PATHWARD FINL INC | $1.87万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSUMER HEALTH | $1.88万 | 0.00% | 390 | 125 | 47.2% | $6,020 | 加仓 |
| INVA | INNOVIVA INC | $1.88万 | 0.00% | 858 | 480 | 127.0% | $1.05万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $1.88万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| THRM | GENTHERM INC | $1.88万 | 0.00% | 549 | -237 | -30.2% | -$8,122 | 减仓 |
| WAFD | WAFD INC | $1.88万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1.89万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1.89万 | 0.00% | 17 | 13 | 325.0% | $1.45万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $1.90万 | 0.00% | 773 | -85 | -9.9% | -$2,085 | 减仓 |
| SIG | SIGNET JEWELERS LIMITE F | $1.90万 | 0.00% | 224 | -86 | -27.7% | -$7,281 | 减仓 |
| HPQ | HP INC | $1.90万 | 0.00% | 863 | 220 | 34.2% | $4,844 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1.90万 | 0.00% | 570 | 68 | 13.5% | $2,269 | 加仓 |
| WABC | WESTAMERICA BANCORP | $1.90万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $1.91万 | 0.00% | 662 | -756 | -53.3% | -$2.18万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $1.91万 | 0.00% | 249 | -103 | -29.3% | -$7,889 | 减仓 |
| PBI | PITNEY BOWES INC | $1.91万 | 0.00% | 1,088 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $1.92万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | NINTENDO LTD F | $1.92万 | 0.00% | 1,788 | -1,262 | -41.4% | -$1.36万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL F | $1.92万 | 0.00% | 1,204 | -1,387 | -53.5% | -$2.21万 | 减仓 |
| KALU | KAISER ALUM CORP | $1.92万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | UCB S A F | $1.92万 | 0.00% | 131 | 35 | 36.5% | $5,142 | 加仓 |
| ROKU | ROKU INC | $1.93万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORPXXX | $1.93万 | 0.00% | 1,166 | 162 | 16.1% | $2,675 | 加仓 |
| — | STRAUMANN HLDG AG F | $1.93万 | 0.00% | 1,437 | 1,180 | 459.1% | $1.58万 | 加仓 |
| — | E ON SE F | $1.93万 | 0.00% | 960 | -443 | -31.6% | -$8,896 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.93万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $1.93万 | 0.00% | 80 | -13 | -14.0% | -$3,139 | 减仓 |
| — | AMADEUS IT GROUP S A F | $1.94万 | 0.00% | 330 | -234 | -41.5% | -$1.37万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $1.94万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| — | SAGE GROUP PLC F | $1.94万 | 0.00% | 433 | -260 | -37.5% | -$1.16万 | 减仓 |
| — | JAPAN EXCHANGE GROUP I F | $1.94万 | 0.00% | 1,531 | -460 | -23.1% | -$5,826 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $1.94万 | 0.00% | 396 | -168 | -29.8% | -$8,239 | 减仓 |
| LTC | LTC PPTYS INC | $1.94万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CO | $1.95万 | 0.00% | 370 | 187 | 102.2% | $9,840 | 加仓 |
| RGLD | ROYAL GOLD INC | $1.95万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| CENX | CENTURY ALUM CO | $1.95万 | 0.00% | 453 | -207 | -31.4% | -$8,907 | 减仓 |
| JOE | ST JOE CO | $1.95万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $1.95万 | 0.00% | 204 | -11 | -5.1% | -$1,054 | 减仓 |
| SUNB | SUNBELT RENTALS HLDGS IN | $1.95万 | 0.00% | 268 | 188 | 235.0% | $1.37万 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $1.96万 | 0.00% | 118 | -49 | -29.3% | -$8,129 | 减仓 |
| WPC | W P CAREY INC | $1.96万 | 0.00% | 277 | -3 | -1.1% | -$212 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.97万 | 0.00% | 227 | 118 | 108.3% | $1.02万 | 重新持有 |
| — | SHIONOGI & CO LTD F | $1.97万 | 0.00% | 2,347 | -203 | -8.0% | -$1,703 | 减仓 |
| UTL | UNITIL CORP | $1.97万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| — | NN GROUP NV F | $1.97万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| — | SUMITOMO METAL MNG CO F | $1.98万 | 0.00% | 1,740 | -71 | -3.9% | -$807 | 减仓 |
| — | JANUS HENDERSON GR OXXX | $1.98万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| — | ITOCHU CORP F | $1.98万 | 0.00% | 1,731 | -860 | -33.2% | -$9,839 | 减仓 |
| — | RECKITT BENCKISER GROU F | $1.98万 | 0.00% | 1,483 | 445 | 42.9% | $5,945 | 加仓 |
| EZPW | EZCORP INC | $1.98万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| WLY | WILEY JOHN & SONS INC | $1.98万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| KMT | KENNAMETAL INC | $1.99万 | 0.00% | 591 | -337 | -36.3% | -$1.13万 | 减仓 |
| FER | FERROVIAL N V F | $1.99万 | 0.00% | 296 | 2 | 0.7% | $135 | 加仓 |
| PAYO | PAYONEER GLOBAL INC | $1.99万 | 0.00% | 2,811 | 2,306 | 456.6% | $1.63万 | 加仓 |
| WEN | WENDYS CO | $1.99万 | 0.00% | 2,231 | -721 | -24.4% | -$6,446 | 减仓 |
| CMS | CMS ENERGY CORP | $2.00万 | 0.00% | 263 | -18 | -6.4% | -$1,367 | 减仓 |
| ETR | ENTERGY CORP NEW | $2.00万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| — | FAIRFAX FINL HLDGS LTD F | $2.00万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $2.00万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $2.01万 | 0.00% | 171 | -62 | -26.6% | -$7,279 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $2.01万 | 0.00% | 2,332 | -736 | -24.0% | -$6,337 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE I | $2.01万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | TELIA CO A B ADR F | $2.01万 | 0.00% | 2,153 | -2 | -0.1% | -$19 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $2.01万 | 0.00% | 513 | 191 | 59.3% | $7,480 | 重新持有 |
| AEO | AMERICAN EAGLE OUTFITTER | $2.01万 | 0.00% | 1,162 | 57 | 5.2% | $986 | 加仓 |
| — | SWEDBANK A B F | $2.02万 | 0.00% | 547 | -1 | -0.2% | -$37 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $2.02万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | GIVAUDAN SA F | $2.03万 | 0.00% | 239 | 227 | 1,891.7% | $1.93万 | 加仓 |
| NMR | NOMURA HLDGS INC F | $2.04万 | 0.00% | 2,273 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTMT INC | $2.04万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO F | $2.05万 | 0.00% | 171 | -17 | -9.0% | -$2,037 | 减仓 |
| MATW | MATTHEWS INTL CORP | $2.05万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AWYS CORP EQUITY | $2.06万 | 0.00% | 3,474 | 1,328 | 61.9% | $7,862 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $2.06万 | 0.00% | 248 | -53 | -17.6% | -$4,402 | 减仓 |
| — | ORANGE F | $2.06万 | 0.00% | 1,152 | -842 | -42.2% | -$1.51万 | 减仓 |
| RL | RALPH LAUREN CORP | $2.07万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $2.07万 | 0.00% | 301 | 32 | 11.9% | $2,204 | 加仓 |
| CRS | CARPENTER TECHNOLOGY COR | $2.07万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 | $2.08万 | 0.00% | 384 | -20 | -5.0% | -$1,081 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2.08万 | 0.00% | 211 | -7 | -3.2% | -$689 | 减仓 |
| TPYP | TORTOISE NORTH AMERICAN | $2.08万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP | $2.08万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| UTI | UNIVERSAL TECHNICAL INST | $2.08万 | 0.00% | 442 | 442 | — | $2.08万 | 新建仓 |
| INCY | INCYTE CORP | $2.08万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.09万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC EQUITY | $2.09万 | 0.00% | 260 | 260 | — | $2.09万 | 新建仓 |
| — | WEST JAPAN RY CO F | $2.09万 | 0.00% | 1,259 | 926 | 278.1% | $1.54万 | 加仓 |
| ARCC | ARES CAP CORP EQUITY | $2.09万 | 0.00% | 1,120 | 0 | 0.0% | — | 不变 |
| — | SANDOZ GROUP AG F | $2.09万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $2.10万 | 0.00% | 323 | -321 | -49.8% | -$2.08万 | 减仓 |
| — | 3I GROUP PLC F | $2.10万 | 0.00% | 2,509 | -838 | -25.0% | -$7,006 | 减仓 |
| — | KERING S A F | $2.10万 | 0.00% | 747 | -280 | -27.3% | -$7,864 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC F | $2.10万 | 0.00% | 198 | -7 | -3.4% | -$743 | 减仓 |