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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC | $4.57万 | 0.00% | 361 | -202 | -35.9% | -$2.56万 | 减仓 |
| CC | CHEMOURS CO | $4.59万 | 0.00% | 2,129 | 768 | 56.4% | $1.66万 | 加仓 |
| BOX | BOX INC | $4.61万 | 0.00% | 1,918 | 535 | 38.7% | $1.29万 | 加仓 |
| — | CATALYST PHARMACEUTICALS | $4.61万 | 0.00% | 1,866 | 1,093 | 141.4% | $2.70万 | 加仓 |
| — | STANDARD CHARTERED PLC F | $4.61万 | 0.00% | 1,089 | 681 | 166.9% | $2.88万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $4.61万 | 0.00% | 11 | -3 | -21.4% | -$1.26万 | 减仓 |
| KAI | KADANT INC | $4.61万 | 0.00% | 161 | 99 | 159.7% | $2.84万 | 加仓 |
| UTF | COHEN AND STEERS INFRAST | $4.61万 | 0.00% | 1,768 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $4.63万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $4.64万 | 0.00% | 2,038 | -38 | -1.8% | -$866 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $4.65万 | 0.00% | 141 | 82 | 139.0% | $2.70万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $4.65万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| ASO | ACADEMY SPORTS & OUTDOOR | $4.67万 | 0.00% | 814 | 332 | 68.9% | $1.90万 | 加仓 |
| LAUR | LAUREATE ED INC | $4.67万 | 0.00% | 1,392 | 1,392 | — | $4.67万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $4.68万 | 0.00% | 230 | -1 | -0.4% | -$204 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $4.69万 | 0.00% | 809 | 212 | 35.5% | $1.23万 | 加仓 |
| — | UNICREDIT SPA F | $4.70万 | 0.00% | 1,294 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES INDEX | $4.72万 | 0.00% | 236 | -32 | -11.9% | -$6,404 | 减仓 |
| AKRE | AKRE FOCUS ETF | $4.73万 | 0.00% | 893 | -34 | -3.7% | -$1,799 | 减仓 |
| — | MICHELIN COMPAGNIE GEN F | $4.73万 | 0.00% | 2,766 | 2,328 | 531.5% | $3.98万 | 加仓 |
| CMI | CUMMINS INC | $4.73万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $4.73万 | 0.00% | 1,365 | 140 | 11.4% | $4,850 | 加仓 |
| — | ADIDAS AG F | $4.73万 | 0.00% | 605 | 429 | 243.8% | $3.35万 | 加仓 |
| — | SIKA AG F | $4.73万 | 0.00% | 2,899 | 1,898 | 189.6% | $3.10万 | 加仓 |
| CPRT | COPART INC | $4.74万 | 0.00% | 1,418 | 749 | 112.0% | $2.50万 | 加仓 |
| ADI | ANALOG DEVICES INC | $4.74万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| — | RECRUIT HLDGS CO LTD F | $4.74万 | 0.00% | 5,421 | 2,559 | 89.4% | $2.24万 | 加仓 |
| FISV | FISERV INC | $4.76万 | 0.00% | 847 | 81 | 10.6% | $4,549 | 加仓 |
| FDN | FIRST TRUST DOW JONES | $4.78万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $4.79万 | 0.00% | 1,279 | 1,100 | 614.5% | $4.12万 | 加仓 |
| ENB | ENBRIDGE INC F | $4.80万 | 0.00% | 886 | -26 | -2.9% | -$1,408 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $4.81万 | 0.00% | 6,878 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $4.82万 | 0.00% | 879 | 402 | 84.3% | $2.20万 | 加仓 |
| YOU | CLEAR SECURE INC | $4.83万 | 0.00% | 940 | 308 | 48.7% | $1.58万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL F | $4.86万 | 0.00% | 2,591 | 1,459 | 128.9% | $2.73万 | 加仓 |
| ZWS | ZURN ELKAY WTR SOLUTIONS | $4.86万 | 0.00% | 1,080 | -318 | -22.7% | -$1.43万 | 减仓 |
| COKE | COCA COLA CONSOLIDAT | $4.87万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $4.87万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| — | BASF SE F | $4.89万 | 0.00% | 3,314 | 2,038 | 159.7% | $3.01万 | 加仓 |
| ROST | ROSS STORES INC | $4.91万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| — | SHIN ETSU CHEM CO LTD F | $4.91万 | 0.00% | 2,408 | 835 | 53.1% | $1.70万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA F | $4.92万 | 0.00% | 904 | -106 | -10.5% | -$5,771 | 减仓 |
| UVV | UNIVERSAL CORP VA | $4.97万 | 0.00% | 946 | -1 | -0.1% | -$53 | 减仓 |
| SAFRY | SAFRAN F | $4.99万 | 0.00% | 601 | -10 | -1.6% | -$830 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $4.99万 | 0.00% | 779 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $5.03万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $5.05万 | 0.00% | 293 | -27 | -8.4% | -$4,656 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $5.09万 | 0.00% | 586 | 216 | 58.4% | $1.88万 | 加仓 |
| ILCG | ISHARES MORNINGSTAR | $5.09万 | 0.00% | 526 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC | $5.09万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GARDEN SP | $5.09万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP | $5.10万 | 0.00% | 753 | 136 | 22.0% | $9,210 | 加仓 |
| UBS | UBS GROUP AG F | $5.11万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| — | AIR LIQUIDE F | $5.12万 | 0.00% | 1,228 | 814 | 196.6% | $3.39万 | 加仓 |
| GKOS | GLAUKOS CORP | $5.12万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| — | HENKEL AG & CO KGAA F | $5.12万 | 0.00% | 2,938 | 2,214 | 305.8% | $3.86万 | 加仓 |
| CWK | CUSHMAN & WAKEFIELD F | $5.13万 | 0.00% | 4,111 | 2,363 | 135.2% | $2.95万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES I | $5.13万 | 0.00% | 702 | 359 | 104.7% | $2.62万 | 加仓 |
| FFIV | F5 INC | $5.16万 | 0.00% | 170 | -12 | -6.6% | -$3,640 | 减仓 |
| ZBH | ZIMMER BIOMET HLDGS INC | $5.17万 | 0.00% | 569 | 274 | 92.9% | $2.49万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $5.20万 | 0.00% | 1,257 | 566 | 81.9% | $2.34万 | 加仓 |
| EBKDY | ERSTE GROUP BK A G F | $5.20万 | 0.00% | 957 | 629 | 191.8% | $3.42万 | 加仓 |
| FDX | FEDEX CORP | $5.21万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP | $5.22万 | 0.00% | 268 | 136 | 103.0% | $2.65万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $5.25万 | 0.00% | 201 | 18 | 9.8% | $4,697 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $5.25万 | 0.00% | 799 | 460 | 135.7% | $3.02万 | 加仓 |
| XEVTX | EV TAX ADVANTAGED DIVIDE | $5.26万 | 0.00% | 2,149 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYS INC | $5.28万 | 0.00% | 197 | 63 | 47.0% | $1.69万 | 加仓 |
| AZZ | AZZ INC | $5.28万 | 0.00% | 418 | 210 | 101.0% | $2.65万 | 加仓 |
| — | TRI POINTE HOMES INC | $5.30万 | 0.00% | 1,133 | 387 | 51.9% | $1.81万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $5.31万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINL INC | $5.31万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $5.32万 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $5.33万 | 0.00% | 856 | 399 | 87.3% | $2.48万 | 加仓 |
| — | KBC GROUP NV F | $5.33万 | 0.00% | 848 | 589 | 227.4% | $3.70万 | 加仓 |
| — | DEUTSCHE TELEKOM AG F | $5.36万 | 0.00% | 1,459 | 697 | 91.5% | $2.56万 | 加仓 |
| LKQ | LKQ CORP | $5.36万 | 0.00% | 1,903 | 77 | 4.2% | $2,171 | 加仓 |
| — | ROLLS-ROYCE HOLDINGS P F | $5.37万 | 0.00% | 3,402 | -3 | -0.1% | -$47 | 减仓 |
| EMR | EMERSON ELEC CO | $5.37万 | 0.00% | 408 | -117 | -22.3% | -$1.54万 | 减仓 |
| — | CAIXABANK F | $5.38万 | 0.00% | 13,447 | 6,923 | 106.1% | $2.77万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA A F | $5.38万 | 0.00% | 2,455 | -4 | -0.2% | -$88 | 减仓 |
| LYFT | LYFT INC | $5.38万 | 0.00% | 4,034 | 4,034 | — | $5.38万 | 新建仓 |
| KN | KNOWLES CORP | $5.39万 | 0.00% | 2,085 | 1,093 | 110.2% | $2.83万 | 加仓 |
| — | AIR LEASE CORP | $5.42万 | 0.00% | 834 | 27 | 3.3% | $1,754 | 加仓 |
| — | ARCOSA INC | $5.42万 | 0.00% | 503 | 195 | 63.3% | $2.10万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $5.43万 | 0.00% | 1,152 | 415 | 56.3% | $1.96万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY | $5.43万 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| CNR | CORE NAT RES INC | $5.50万 | 0.00% | 528 | 155 | 41.6% | $1.62万 | 加仓 |
| WAB | WABTEC | $5.51万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $5.55万 | 0.00% | 139 | -37 | -21.0% | -$1.48万 | 减仓 |
| TRV | TRAVELERS COS INC | $5.56万 | 0.00% | 189 | -55 | -22.5% | -$1.62万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $5.57万 | 0.00% | 1,794 | 450 | 33.5% | $1.40万 | 加仓 |
| DHS | WISDOMTREE U.S. HIGH | $5.59万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVC INC | $5.60万 | 0.00% | 570 | -1 | -0.2% | -$98 | 减仓 |
| — | SIEMENS ENERGY AG F | $5.60万 | 0.01% | 323 | 35 | 12.2% | $6,069 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $5.61万 | 0.01% | 1,840 | 884 | 92.5% | $2.69万 | 加仓 |
| LTH | LIFE TIME GROUP HLDGS IN | $5.64万 | 0.01% | 2,091 | 2,091 | — | $5.64万 | 新建仓 |
| SPMO | INVESCO S&P 500 MOMENTUM | $5.64万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $5.65万 | 0.01% | 1,630 | 559 | 52.2% | $1.94万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $5.65万 | 0.01% | 158 | -3 | -1.9% | -$1,074 | 减仓 |