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 |
|---|---|---|---|---|---|---|---|---|
| HRB | BLOCK H & R INC | $1.90万 | 0.00% | 590 | 507 | 610.8% | $1.63万 | 加仓 |
| CPAY | CORPAY INC | $1.91万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $1.91万 | 0.00% | 971 | -1 | -0.1% | -$20 | 减仓 |
| AHCO | ADAPT HEALTH CORP | $1.91万 | 0.00% | 1,591 | 604 | 61.2% | $7,266 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.92万 | 0.00% | 218 | 162 | 289.3% | $1.42万 | 加仓 |
| LINE | LINEAGE INC EQUITY | $1.92万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $1.92万 | 0.00% | 93 | 22 | 31.0% | $4,536 | 加仓 |
| SF | STIFEL FINL CORP | $1.92万 | 0.00% | 259 | -0 | -0.2% | -$37 | 减仓 |
| LTC | LTC PPTYS INC | $1.92万 | 0.00% | 500 | 97 | 24.1% | $3,726 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1.93万 | 0.00% | 214 | 42 | 24.4% | $3,787 | 加仓 |
| — | COCA-COLA HBC AG F | $1.93万 | 0.00% | 342 | 232 | 210.9% | $1.31万 | 加仓 |
| PRF | INVESCO RAFI US 1000 | $1.93万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH | $1.94万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| — | ALPS EMERGING SECTOR | $1.94万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $1.94万 | 0.00% | 475 | 143 | 43.1% | $5,842 | 加仓 |
| AA | ALCOA CORP | $1.95万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.95万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES IN | $1.95万 | 0.00% | 1,233 | 527 | 74.6% | $8,321 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $1.95万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| — | TELEFONICA S A F | $1.95万 | 0.00% | 4,416 | 2,567 | 138.8% | $1.13万 | 加仓 |
| — | AIB GROUP PLC F | $1.95万 | 0.00% | 941 | 329 | 53.8% | $6,820 | 加仓 |
| PINS | PINTEREST INC | $1.95万 | 0.00% | 1,074 | 1,074 | — | $1.95万 | 新建仓 |
| NHC | NTNL HEALTHCARE CORP | $1.95万 | 0.00% | 120 | 19 | 18.8% | $3,092 | 加仓 |
| FER | FERROVIAL SE F | $1.95万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWS INTL CORP | $1.95万 | 0.00% | 770 | 278 | 56.5% | $7,056 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $1.96万 | 0.00% | 628 | 348 | 124.3% | $1.08万 | 加仓 |
| WDAY | WORKDAY INC | $1.96万 | 0.00% | 148 | 91 | 159.6% | $1.20万 | 加仓 |
| OPLN | OPENLANE INC | $1.96万 | 0.00% | 661 | -200 | -23.2% | -$5,924 | 减仓 |
| CNI | CANADIAN NATL RY CO F | $1.96万 | 0.00% | 188 | -3 | -1.6% | -$313 | 减仓 |
| FMS | FRESENIUS MED CARE AG F | $1.96万 | 0.00% | 875 | 852 | 3,704.3% | $1.91万 | 加仓 |
| — | JANUS HENDERSON GROUP F | $1.96万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| WPC | W P CAREY INC | $1.96万 | 0.00% | 280 | -5 | -1.8% | -$351 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $1.97万 | 0.00% | 41 | -19 | -31.7% | -$9,117 | 减仓 |
| — | KINGFISHER PLC F | $1.97万 | 0.00% | 2,621 | 2,044 | 354.2% | $1.54万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $1.97万 | 0.00% | 300 | 200 | 200.0% | $1.32万 | 加仓 |
| ZD | ZIFF DAVIS INC | $1.97万 | 0.00% | 457 | 183 | 66.8% | $7,904 | 加仓 |
| WINA | WINMARK CORP | $1.98万 | 0.00% | 46 | 46 | — | $1.98万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD F | $1.98万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.98万 | 0.00% | 854 | 30 | 3.6% | $697 | 加仓 |
| MSTR | STRATEGY INC | $1.99万 | 0.00% | 166 | 3 | 1.8% | $359 | 加仓 |
| — | ADYEN N V F | $2.00万 | 0.00% | 2,050 | 1,082 | 111.8% | $1.05万 | 加仓 |
| VICI | VICI PPTYS INC | $2.00万 | 0.00% | 723 | 698 | 2,792.0% | $1.93万 | 加仓 |
| GWW | GRAINGER W W INC | $2.01万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WOODMARK CORP | $2.01万 | 0.00% | 526 | 419 | 391.6% | $1.60万 | 加仓 |
| RRR | RED ROCK RESORTS INC | $2.01万 | 0.00% | 366 | -45 | -10.9% | -$2,477 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $2.02万 | 0.00% | 215 | -23 | -9.7% | -$2,157 | 减仓 |
| IMCB | ISHARES MORNINGSTAR | $2.02万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| CENTA | CENTRAL GARDEN & PET CO | $2.02万 | 0.00% | 640 | 261 | 68.9% | $8,232 | 加仓 |
| HTH | HILLTOP HLDGS INC | $2.02万 | 0.00% | 562 | 181 | 47.5% | $6,503 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $2.02万 | 0.00% | 2,146 | 662 | 44.6% | $6,229 | 加仓 |
| UTL | UNITIL CORP | $2.02万 | 0.00% | 376 | 177 | 88.9% | $9,514 | 加仓 |
| — | CSG SYS INTL INC | $2.03万 | 0.00% | 253 | 36 | 16.6% | $2,882 | 加仓 |
| ARCC | ARES CAP CORP EQUITY | $2.03万 | 0.00% | 1,120 | 0 | 0.0% | — | 不变 |
| — | SAAB AB F | $2.03万 | 0.00% | 589 | 352 | 148.5% | $1.21万 | 加仓 |
| AME | AMETEK INC NEW | $2.03万 | 0.00% | 93 | 54 | 138.5% | $1.18万 | 加仓 |
| WEN | WENDYS CO | $2.03万 | 0.00% | 2,952 | 1,697 | 135.2% | $1.17万 | 加仓 |
| VLTO | VERALTO CORP | $2.03万 | 0.00% | 231 | 55 | 31.2% | $4,840 | 加仓 |
| ANDE | ANDERSONS INC | $2.03万 | 0.00% | 277 | 19 | 7.4% | $1,395 | 加仓 |
| ETR | ENTERGY CORP NEW | $2.03万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $2.04万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| — | FAIRFAX FINL HLDGS LTD F | $2.04万 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $2.04万 | 0.00% | 858 | 223 | 35.1% | $5,296 | 加仓 |
| XNEAX | NUVEEN AMT FREE QUALITY | $2.04万 | 0.00% | 1,799 | -111 | -5.8% | -$1,259 | 减仓 |
| PRG | PROG HLDGS INC | $2.04万 | 0.00% | 724 | 177 | 32.4% | $4,988 | 加仓 |
| SHO | SUNSTONE HOTEL INVS INC | $2.04万 | 0.00% | 2,267 | 956 | 72.9% | $8,614 | 加仓 |
| — | GALAXY ENTMT GROUP LTD F | $2.04万 | 0.00% | 887 | 633 | 249.2% | $1.46万 | 加仓 |
| TRIP | TRIPADVISOR INC | $2.05万 | 0.00% | 1,885 | 1,178 | 166.6% | $1.28万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $2.06万 | 0.00% | 464 | 464 | — | $2.06万 | 新建仓 |
| H | HYATT HOTELS CORP | $2.07万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $2.07万 | 0.00% | 135 | 73 | 117.7% | $1.12万 | 加仓 |
| NTAP | NETAPP INC | $2.07万 | 0.00% | 200 | 120 | 150.0% | $1.24万 | 重新持有 |
| JOE | ST JOE CO | $2.07万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| UE | URBAN EDGE PPTYS | $2.07万 | 0.00% | 1,018 | -228 | -18.3% | -$4,644 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $2.09万 | 0.00% | 833 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP F | $2.09万 | 0.00% | 814 | -500 | -38.1% | -$1.28万 | 减仓 |
| GEN | GEN DIGITAL INC | $2.09万 | 0.00% | 1,105 | 511 | 86.0% | $9,653 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $2.09万 | 0.00% | 1,746 | 1,112 | 175.4% | $1.33万 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DE | $2.09万 | 0.00% | 332 | 20 | 6.4% | $1,259 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. | $2.09万 | 0.00% | 747 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $2.10万 | 0.00% | 295 | -222 | -42.9% | -$1.58万 | 减仓 |
| — | COLOPLAST A/S F | $2.10万 | 0.00% | 3,058 | 2,722 | 810.1% | $1.87万 | 加仓 |
| MXL | MAXLINEAR INC | $2.10万 | 0.00% | 1,169 | 373 | 46.9% | $6,707 | 加仓 |
| WT | WISDOMTREE INC | $2.11万 | 0.00% | 1,458 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $2.11万 | 0.00% | 117 | 92 | 368.0% | $1.66万 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $2.11万 | 0.00% | 163 | -24 | -12.8% | -$3,107 | 减仓 |
| TPYP | TORTOISE NORTH AMERICAN | $2.11万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $2.12万 | 0.00% | 616 | 217 | 54.4% | $7,456 | 加仓 |
| — | SINGAPORE TELECOMMUNIC F | $2.12万 | 0.00% | 544 | 51 | 10.3% | $1,989 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES IN | $2.12万 | 0.00% | 3,652 | 3,652 | — | $2.12万 | 新建仓 |
| ILCV | ISHARES MORNINGSTAR | $2.12万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $2.12万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $2.13万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP P R F | $2.14万 | 0.00% | 986 | 593 | 150.9% | $1.29万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2.15万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC | $2.15万 | 0.00% | 694 | 694 | — | $2.15万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI | $2.15万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $2.16万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $2.16万 | 0.00% | 669 | 34 | 5.4% | $1,096 | 加仓 |
| CAVA | CAVA GROUP INC | $2.17万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $2.17万 | 0.00% | 237 | -319 | -57.4% | -$2.92万 | 减仓 |