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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN AMT-FREE MUNICIPA | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $20 | 0.00% | 48 | -1 | -2.0% | -$0 | 减仓 |
| PXH | INVESCO RAFI EMERGING | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $29 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ORION PPTYS INC | $29 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH | $37 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PPTYS | $57 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $64 | 0.00% | 2 | -5 | -71.4% | -$160 | 减仓 |
| — | CAPCOM CO LTD F | $96 | 0.00% | 10 | -1,171 | -99.2% | -$1.12万 | 减仓 |
| QXO | QXO INC | $99 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORP F | $99 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | CONTINENTAL AG F | $109 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ACCO | ACCO BRANDS CORP | $109 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | B&M EUROPEAN VALUE RET F | $111 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | BUREAU VERITAS SA F | $120 | 0.00% | 2 | -291 | -99.3% | -$1.75万 | 减仓 |
| — | STORA ENSO CORP F | $144 | 0.00% | 14 | -242 | -94.5% | -$2,489 | 减仓 |
| — | ONO PHARMACEUTICAL CO F | $145 | 0.00% | 30 | -1 | -3.2% | -$5 | 减仓 |
| JOBY | JOBY AVIATION INC F | $159 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | FUNDRISE INNOVATION FUND | $175 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HLDGS PLC F | $190 | 0.00% | 3 | -131 | -97.8% | -$8,297 | 减仓 |
| HDB | HDFC BK LTD F | $204 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC F | $212 | 0.00% | 1 | -7 | -87.5% | -$1,484 | 减仓 |
| SJM | SMUCKER J M CO | $230 | 0.00% | 2 | -18 | -90.0% | -$2,070 | 减仓 |
| PKG | PACKAGING CORP AMER | $238 | 0.00% | 1 | -6 | -85.7% | -$1,428 | 减仓 |
| SHLD | GLOBAL X DEFENSE TECH | $245 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SKF AB F | $255 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TOYOTA INDS CORP F | $256 | 0.00% | 2 | -76 | -97.4% | -$9,728 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $259 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $260 | 0.00% | 3 | -15 | -83.3% | -$1,300 | 减仓 |
| FWRD | FORWARD AIR CORP NEW | $268 | 0.00% | 19 | -687 | -97.3% | -$9,690 | 减仓 |
| PRI | PRIMERICA INC | $292 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $311 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | T&D HLDGS INC F | $313 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $318 | 0.00% | 1 | -38 | -97.4% | -$1.21万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $319 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $320 | 0.00% | 5 | -191 | -97.4% | -$1.22万 | 减仓 |
| EVR | EVERCORE INC | $341 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL | $348 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE INC F | $389 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | METSO OYJ ADR F | $389 | 0.00% | 46 | 46 | — | $389 | 新建仓 |
| MLAB | MESA LABS INC | $418 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RES CORP | $454 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $459 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | SUBARU CORP F | $467 | 0.00% | 63 | -126 | -66.7% | -$934 | 减仓 |
| BRO | BROWN & BROWN INC | $472 | 0.00% | 7 | -1 | -12.5% | -$67 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $482 | 0.00% | 6 | -11 | -64.7% | -$884 | 减仓 |
| — | SONY FINL GROUP INC F | $496 | 0.00% | 113 | -249 | -68.8% | -$1,093 | 减仓 |
| VXUS | VANGUARD TOTAL | $507 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $511 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP | $547 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WKS INC | $559 | 0.00% | 25 | 25 | — | $559 | 新建仓 |
| — | CANON INC F | $566 | 0.00% | 22 | -72 | -76.6% | -$1,852 | 减仓 |
| UDR | UDR INC | $569 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P | $570 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES J.P. MORGAN USD | $576 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD F | $581 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $628 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR | $643 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | JERONIMO MARTINS SGPS F | $644 | 0.00% | 17 | -29 | -63.0% | -$1,099 | 减仓 |
| — | KINGFISHER PLC F | $687 | 0.00% | 91 | -2,530 | -96.5% | -$1.91万 | 减仓 |
| BWX | STATE STREET SPDR | $691 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | MONCLER S P A F | $702 | 0.00% | 12 | -283 | -95.9% | -$1.66万 | 减仓 |
| HAUZ | XTRACKERS INTERNATIONAL | $716 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $718 | 0.00% | 14 | -93 | -86.9% | -$4,770 | 减仓 |
| GL | GLOBE LIFE INC | $720 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW | $726 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $736 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| — | WOLTERS KLUWER N V F | $781 | 0.00% | 12 | -211 | -94.6% | -$1.37万 | 减仓 |
| IUSB | ISHARES CORE UNIVERSAL | $781 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $787 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC N | $801 | 0.00% | 364 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP REALTY | $803 | 0.00% | 100 | -152 | -60.3% | -$1,221 | 减仓 |
| — | HENSOLDT AG F | $816 | 0.00% | 102 | -1,504 | -93.6% | -$1.20万 | 减仓 |
| INVH | INVITATION HOMES INC | $819 | 0.00% | 27 | -445 | -94.3% | -$1.35万 | 重新持有 |
| DHC | DIVERSIFIED HEALTHCARE T | $850 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORP | $857 | 0.00% | 30 | -107 | -78.1% | -$3,057 | 减仓 |
| WING | WINGSTOP INC | $875 | 0.00% | 5 | -9 | -64.3% | -$1,575 | 重新持有 |
| ESTC | ELASTIC N V F | $935 | 0.00% | 16 | 16 | — | $935 | 新建仓 |
| WSE | WISE GROUP PLC F | $936 | 0.00% | 76 | 76 | — | $936 | 新建仓 |
| — | PORSCHE AUTOMOBIL HLDG F | $955 | 0.00% | 312 | -561 | -64.3% | -$1,717 | 减仓 |
| PRMB | PRIMO BRANDS CORP | $956 | 0.00% | 39 | 39 | — | $956 | 新建仓 |
| GOGO | GOGO INC | $985 | 0.00% | 284 | 133 | 88.1% | $461 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $1,033 | 0.00% | 21 | 21 | — | $1,033 | 新建仓 |
| VNO | VORNADO RLTY TR | $1,042 | 0.00% | 26 | 26 | — | $1,042 | 新建仓 |
| TEM | TEMPUS AI INC | $1,047 | 0.00% | 17 | 17 | — | $1,047 | 新建仓 |
| — | FIRST TRUST SENIOR FR IN | $1,075 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | NITORI HLDGS CO LTD F | $1,081 | 0.00% | 151 | -2,274 | -93.8% | -$1.63万 | 减仓 |
| AORT | ARTIVION INC | $1,107 | 0.00% | 47 | -245 | -83.9% | -$5,771 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,110 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $1,141 | 0.00% | 16 | -108 | -87.1% | -$7,702 | 减仓 |
| STAG | STAG INDL INC | $1,150 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $1,154 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $1,163 | 0.00% | 14 | -23 | -62.2% | -$1,911 | 重新持有 |
| ARE | ALEXANDRIA REAL ESTATE E | $1,166 | 0.00% | 22 | 22 | — | $1,166 | 新建仓 |
| — | MERCEDES BENZ GROUP AG F | $1,193 | 0.00% | 96 | -367 | -79.3% | -$4,561 | 减仓 |
| — | SONOVA HLDG AG F | $1,207 | 0.00% | 25 | -121 | -82.9% | -$5,842 | 重新持有 |
| DGRO | ISHARES CORE DIVIDEND | $1,218 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM | $1,228 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1,233 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BRIT FOODS F | $1,234 | 0.00% | 48 | -16 | -25.0% | -$411 | 减仓 |