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 |
|---|---|---|---|---|---|---|---|---|
| TGT | TARGET CORP EQUITY | $7.44万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $7.53万 | 0.01% | 738 | 473 | 178.5% | $4.82万 | 加仓 |
| AGX | ARGAN INC | $7.53万 | 0.01% | 131 | 131 | — | $7.53万 | 新建仓 |
| GM | GENERAL MTRS CO | $7.54万 | 0.01% | 1,039 | -3 | -0.3% | -$218 | 减仓 |
| SNEX | STONEX GROUP INC | $7.57万 | 0.01% | 897 | 514 | 134.2% | $4.34万 | 加仓 |
| PIPR | PIPER SANDLER COS | $7.72万 | 0.01% | 992 | 865 | 681.1% | $6.73万 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE | $7.77万 | 0.01% | 380 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD S&P SMALL-CAP | $7.82万 | 0.01% | 620 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $7.84万 | 0.01% | 948 | 298 | 45.8% | $2.46万 | 加仓 |
| ZTS | ZOETIS INC | $7.89万 | 0.01% | 669 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE | $7.92万 | 0.01% | 1,583 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC | $7.93万 | 0.01% | 270 | 9 | 3.4% | $2,642 | 加仓 |
| — | MACQUARIE GROUP LTD F | $7.93万 | 0.01% | 551 | 297 | 116.9% | $4.27万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $7.98万 | 0.01% | 2,162 | 829 | 62.2% | $3.06万 | 加仓 |
| EMN | EASTMAN CHEM CO | $7.98万 | 0.01% | 1,063 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $8.01万 | 0.01% | 575 | 492 | 592.8% | $6.86万 | 加仓 |
| — | BAE SYS PLC F | $8.03万 | 0.01% | 661 | 435 | 192.5% | $5.29万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $8.04万 | 0.01% | 1,294 | 458 | 54.8% | $2.85万 | 加仓 |
| PFE | PFIZER INC | $8.07万 | 0.01% | 2,848 | -5 | -0.2% | -$142 | 减仓 |
| EXC | EXELON CORP | $8.07万 | 0.01% | 1,636 | 429 | 35.5% | $2.12万 | 加仓 |
| — | MITSUBISHI CORP F | $8.08万 | 0.01% | 2,357 | 1,200 | 103.7% | $4.12万 | 加仓 |
| — | BLUE RIDGE BANKSHARES IN | $8.09万 | 0.01% | 19,634 | -1,642 | -7.7% | -$6,765 | 减仓 |
| WAT | WATERS CORP | $8.12万 | 0.01% | 267 | 231 | 641.7% | $7.03万 | 加仓 |
| SNY | SANOFI F | $8.13万 | 0.01% | 1,697 | 1,075 | 172.8% | $5.15万 | 加仓 |
| NE | NOBLE CORP PLC F | $8.13万 | 0.01% | 1,631 | 320 | 24.4% | $1.60万 | 加仓 |
| BHP | BHP GROUP LTD F | $8.15万 | 0.01% | 1,113 | -2 | -0.2% | -$146 | 减仓 |
| ACN | ACCENTURE PLC IRELAND F | $8.15万 | 0.01% | 405 | -31 | -7.1% | -$6,241 | 减仓 |
| HTRB | HARTFORD TOTAL RETURN | $8.18万 | 0.01% | 2,416 | -154 | -6.0% | -$5,213 | 减仓 |
| MFC | MANULIFE FINL CORP F | $8.19万 | 0.01% | 2,347 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $8.19万 | 0.01% | 750 | 354 | 89.4% | $3.87万 | 加仓 |
| AOM | ISHARES CORE 40/60 | $8.21万 | 0.01% | 1,738 | -6 | -0.3% | -$284 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $8.24万 | 0.01% | 472 | 16 | 3.5% | $2,794 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $8.28万 | 0.01% | 1,315 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $8.28万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $8.29万 | 0.01% | 402 | -7 | -1.7% | -$1,443 | 减仓 |
| HDV | ISHARES CORE HIGH | $8.37万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $8.40万 | 0.01% | 95 | -8 | -7.8% | -$7,074 | 减仓 |
| ING | ING GROEP N V F | $8.41万 | 0.01% | 3,165 | 1,851 | 140.9% | $4.92万 | 加仓 |
| — | VINCI S A F | $8.43万 | 0.01% | 2,213 | 1,519 | 218.9% | $5.78万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $8.46万 | 0.01% | 2,690 | 2,671 | 14,057.9% | $8.40万 | 加仓 |
| WELL | WELLTOWER INC | $8.48万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $8.63万 | 0.01% | 584 | 252 | 75.9% | $3.73万 | 加仓 |
| FORM | FORMFACTOR INC | $8.64万 | 0.01% | 838 | 217 | 34.9% | $2.24万 | 加仓 |
| — | NTNL AUSTRALIA BK LT A F | $8.74万 | 0.01% | 5,928 | 2,469 | 71.4% | $3.64万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $8.77万 | 0.01% | 9,105 | 8,923 | 4,902.7% | $8.59万 | 加仓 |
| DHI | D R HORTON INC | $8.77万 | 0.01% | 628 | 230 | 57.8% | $3.21万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $8.79万 | 0.01% | 704 | -53 | -7.0% | -$6,619 | 减仓 |
| — | ENEL SOCIETA PER AZION F | $8.82万 | 0.01% | 7,864 | 3,854 | 96.1% | $4.32万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $8.92万 | 0.01% | 189 | -7 | -3.6% | -$3,303 | 减仓 |
| CIEN | CIENA CORP | $8.96万 | 0.01% | 200 | -6 | -2.9% | -$2,687 | 减仓 |
| ADBE | ADOBE INC | $9.04万 | 0.01% | 372 | -19 | -4.9% | -$4,615 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $9.06万 | 0.01% | 310 | 120 | 63.2% | $3.51万 | 加仓 |
| MGM | MGM RESORTS INTL | $9.08万 | 0.01% | 2,475 | -5 | -0.2% | -$183 | 减仓 |
| MKSI | MKS INC | $9.08万 | 0.01% | 387 | -8 | -2.0% | -$1,877 | 减仓 |
| RCL | ROYAL CARIBBEAN GROU F | $9.08万 | 0.01% | 332 | 60 | 22.1% | $1.64万 | 加仓 |
| — | TOKIO MARINE HLDGS INC F | $9.14万 | 0.01% | 1,969 | 1,181 | 149.9% | $5.48万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LIN | $9.15万 | 0.01% | 462 | -15 | -3.1% | -$2,970 | 减仓 |
| RIO | RIO TINTO PLC F | $9.19万 | 0.01% | 973 | 501 | 106.1% | $4.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $9.22万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC | $9.28万 | 0.01% | 694 | 0 | 0.0% | — | 不变 |
| ABBNY | ABB LTD F | $9.39万 | 0.01% | 1,142 | -69 | -5.7% | -$5,673 | 减仓 |
| SPLV | INVESCO S&P 500 LOW | $9.45万 | 0.01% | 1,279 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON COR | $9.47万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $9.53万 | 0.01% | 584 | -297 | -33.7% | -$4.85万 | 减仓 |
| VMC | VULCAN MATLS CO | $9.57万 | 0.01% | 342 | -57 | -14.3% | -$1.60万 | 减仓 |
| GSK | GSK PLC ADR F | $9.62万 | 0.01% | 1,697 | 664 | 64.3% | $3.76万 | 加仓 |
| CSX | CSX CORP | $9.65万 | 0.01% | 2,341 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $9.66万 | 0.01% | 415 | -8 | -1.9% | -$1,861 | 减仓 |
| NTRS | NORTHERN TR CORP | $9.70万 | 0.01% | 682 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $9.73万 | 0.01% | 2,226 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC F | $9.75万 | 0.01% | 270 | -43 | -13.7% | -$1.55万 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $9.81万 | 0.01% | 402 | -74 | -15.5% | -$1.81万 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL | $9.87万 | 0.01% | 980 | -51 | -4.9% | -$5,138 | 减仓 |
| NVO | NOVO-NORDISK A S F | $9.88万 | 0.01% | 2,673 | 1,488 | 125.6% | $5.50万 | 加仓 |
| PRK | PARK NATL CORP | $10.04万 | 0.01% | 610 | 128 | 26.6% | $2.11万 | 加仓 |
| — | HITACHI LTD F | $10.05万 | 0.01% | 3,366 | 1,511 | 81.5% | $4.51万 | 加仓 |
| MS | MORGAN STANLEY | $10.16万 | 0.01% | 613 | -46 | -7.0% | -$7,627 | 减仓 |
| BC | BRUNSWICK CORP | $10.20万 | 0.01% | 1,392 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $10.21万 | 0.01% | 4,365 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC F | $10.34万 | 0.01% | 242 | -51 | -17.4% | -$2.18万 | 减仓 |
| AVUS | AVANTIS US EQUITY ETF | $10.36万 | 0.01% | 925 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC | $10.36万 | 0.01% | 628 | 245 | 64.0% | $4.04万 | 加仓 |
| COWZ | PACER US CASH COWS 100 | $10.41万 | 0.01% | 1,665 | -61 | -3.5% | -$3,814 | 减仓 |
| IWB | ISHARES RUSSELL 1000 | $10.44万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $10.44万 | 0.01% | 3,166 | -98 | -3.0% | -$3,231 | 减仓 |
| BTI | BRITISH AMERN TOB PLC F | $10.44万 | 0.01% | 1,792 | 661 | 58.4% | $3.85万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $10.48万 | 0.01% | 848 | 838 | 8,380.0% | $10.35万 | 加仓 |
| SONY | SONY GROUP CORP F | $10.55万 | 0.01% | 4,991 | 2,552 | 104.6% | $5.39万 | 加仓 |
| CEG | CONSTELLATION ENERGY COR | $10.64万 | 0.01% | 390 | -48 | -11.0% | -$1.31万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSIN | $10.67万 | 0.01% | 523 | -14 | -2.6% | -$2,856 | 减仓 |
| FDM | FIRST TRUST DOW JONES | $10.75万 | 0.01% | 1,291 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT PHYSGLD TRST | $10.83万 | 0.01% | 3,059 | -191 | -5.9% | -$6,759 | 减仓 |
| MPC | MARATHON PETE CORP | $10.88万 | 0.01% | 450 | -67 | -13.0% | -$1.62万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS | $10.96万 | 0.01% | 1,358 | -69 | -4.8% | -$5,566 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $10.99万 | 0.01% | 121 | 0 | 0.0% | — | 不变 |
| NSRGY | NESTLE S A F | $11.08万 | 0.01% | 1,133 | 208 | 22.5% | $2.03万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $11.14万 | 0.01% | 1,085 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $11.22万 | 0.01% | 338 | -4 | -1.2% | -$1,328 | 减仓 |
| COP | CONOCOPHILLIPS | $11.28万 | 0.01% | 864 | 60 | 7.5% | $7,831 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $11.28万 | 0.01% | 437 | -1 | -0.2% | -$258 | 减仓 |