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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $11.29万 | 0.01% | 603 | 85 | 16.4% | $1.59万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP | $11.30万 | 0.01% | 875 | -25 | -2.8% | -$3,230 | 减仓 |
| IVOV | VANGUARD S&P MID-CAP 400 | $11.43万 | 0.01% | 1,114 | -36 | -3.1% | -$3,695 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $11.44万 | 0.01% | 253 | 28 | 12.4% | $1.27万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $11.49万 | 0.01% | 1,257 | -64 | -4.8% | -$5,850 | 减仓 |
| C | CITIGROUP INC | $11.49万 | 0.01% | 997 | -4 | -0.4% | -$461 | 减仓 |
| DE | DEERE & CO | $11.57万 | 0.01% | 201 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $11.64万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP | $11.64万 | 0.01% | 609 | 152 | 33.3% | $2.91万 | 加仓 |
| JCPB | JPMORGAN CORE PLUS BOND | $11.80万 | 0.01% | 2,512 | -109 | -4.2% | -$5,121 | 减仓 |
| SPYM | STATE STREET SPDR | $12.04万 | 0.01% | 1,560 | -1,001 | -39.1% | -$7.73万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $12.08万 | 0.01% | 194 | -4 | -2.0% | -$2,491 | 减仓 |
| SLVP | ISHARES MSCI GLOBAL | $12.12万 | 0.01% | 3,294 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $12.16万 | 0.01% | 497 | 123 | 32.9% | $3.01万 | 加仓 |
| TTE | TOTALENERGIES F | $12.32万 | 0.01% | 1,334 | 360 | 37.0% | $3.33万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE | $12.35万 | 0.01% | 667 | -99 | -12.9% | -$1.83万 | 减仓 |
| TJX | TJX COS INC NEW | $12.37万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG F | $12.41万 | 0.01% | 806 | 56 | 7.5% | $8,626 | 加仓 |
| BA | BOEING CO | $12.47万 | 0.01% | 599 | -149 | -19.9% | -$3.10万 | 减仓 |
| HSBC | HSBC HLDGS PLC F | $12.63万 | 0.01% | 1,496 | 78 | 5.5% | $6,584 | 加仓 |
| INTU | INTUIT | $12.67万 | 0.01% | 300 | 75 | 33.3% | $3.17万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $12.73万 | 0.01% | 4,559 | -25 | -0.5% | -$698 | 减仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA | $12.81万 | 0.01% | 2,939 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $13.04万 | 0.01% | 86 | 2 | 2.4% | $3,034 | 加仓 |
| — | COMMONWEALTH BK AUSTRA F | $13.15万 | 0.01% | 1,089 | 449 | 70.2% | $5.42万 | 加仓 |
| GLW | CORNING INC | $13.21万 | 0.01% | 893 | -2 | -0.2% | -$296 | 减仓 |
| SAP | SAP SE F | $13.54万 | 0.01% | 788 | 395 | 100.5% | $6.78万 | 加仓 |
| PNC | PNC FINL SERVICES | $13.55万 | 0.01% | 640 | 52 | 8.8% | $1.10万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $13.71万 | 0.01% | 2,300 | -72 | -3.0% | -$4,291 | 减仓 |
| DFAU | DIMENSIONAL US CORE | $13.71万 | 0.01% | 3,015 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC F | $13.72万 | 0.01% | 674 | 674 | — | $13.72万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $13.92万 | 0.01% | 703 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $14.01万 | 0.01% | 1,550 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH | $14.06万 | 0.01% | 340 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $14.34万 | 0.01% | 712 | 402 | 129.7% | $8.10万 | 加仓 |
| PPG | PPG INDS INC | $14.96万 | 0.01% | 1,449 | -2 | -0.1% | -$206 | 减仓 |
| — | HONEYWELL INTL INC | $15.28万 | 0.01% | 666 | 149 | 28.8% | $3.42万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $15.46万 | 0.01% | 2,152 | 624 | 40.8% | $4.48万 | 加仓 |
| RHHBY | ROCHE HLDG LTD F | $15.75万 | 0.01% | 3,159 | 156 | 5.2% | $7,777 | 加仓 |
| CVS | CVS HEALTH CORP | $15.76万 | 0.01% | 2,145 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $15.85万 | 0.01% | 614 | -61 | -9.0% | -$1.57万 | 减仓 |
| BLK | BLACKROCK INC NEW | $15.95万 | 0.01% | 165 | 40 | 32.0% | $3.87万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS I | $16.19万 | 0.01% | 4,926 | 212 | 4.5% | $6,966 | 加仓 |
| TXN | TEXAS INSTRS INC | $16.91万 | 0.02% | 868 | 59 | 7.3% | $1.15万 | 加仓 |
| CB | CHUBB LTD F | $16.97万 | 0.02% | 517 | 12 | 2.4% | $3,940 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL | $17.04万 | 0.02% | 1,988 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED | $17.11万 | 0.02% | 4,041 | -259 | -6.0% | -$1.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVIC | $17.14万 | 0.02% | 788 | 80 | 11.3% | $1.74万 | 加仓 |
| JSCP | JPMORGAN SHORT DURATION | $17.24万 | 0.02% | 3,655 | 0 | 0.0% | — | 不变 |
| BP | BP P L C F | $17.83万 | 0.02% | 3,783 | 693 | 22.4% | $3.27万 | 加仓 |
| AGG | ISHARES CORE U.S. | $17.86万 | 0.02% | 1,800 | -111 | -5.8% | -$1.10万 | 减仓 |
| MTUM | ISHARES MSCI USA | $18.07万 | 0.02% | 735 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $18.25万 | 0.02% | 775 | 67 | 9.5% | $1.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $18.79万 | 0.02% | 513 | 5 | 1.0% | $1,831 | 加仓 |
| SHEL | SHELL PLC F | $19.47万 | 0.02% | 2,091 | 805 | 62.6% | $7.49万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL | $19.47万 | 0.02% | 2,086 | -109 | -5.0% | -$1.02万 | 减仓 |
| MGK | VANGUARD MEGA CAP GROWTH | $19.52万 | 0.02% | 525 | -100 | -16.0% | -$3.72万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.37万 | 0.02% | 290 | -3 | -1.0% | -$2,108 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX | $20.53万 | 0.02% | 861 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND | $20.53万 | 0.02% | 1,354 | -66 | -4.6% | -$1.00万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $20.69万 | 0.02% | 600 | -20 | -3.2% | -$6,898 | 减仓 |
| VIG | VANGUARD DIVIDEND | $21.19万 | 0.02% | 981 | -103 | -9.5% | -$2.23万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $21.22万 | 0.02% | 707 | 96 | 15.7% | $2.88万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.32万 | 0.02% | 247 | -7 | -2.8% | -$6,041 | 减仓 |
| XLU | STATE STREET UTILITIES | $21.72万 | 0.02% | 4,688 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $21.81万 | 0.02% | 434 | 39 | 9.9% | $1.96万 | 加仓 |
| SHV | ISHARES 01 YEAR TREASURY | $21.97万 | 0.02% | 1,995 | 2 | 0.1% | $220 | 加仓 |
| BAC | BANK OF AMERICA CORP | $23.29万 | 0.02% | 4,717 | -200 | -4.1% | -$9,876 | 减仓 |
| GLDM | SPDR GOLD MINISHARES | $23.31万 | 0.02% | 2,521 | -51 | -2.0% | -$4,716 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $23.58万 | 0.02% | 2,492 | -271 | -9.8% | -$2.56万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $23.87万 | 0.02% | 1,312 | 18 | 1.4% | $3,275 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE | $23.89万 | 0.02% | 1,093 | -45 | -4.0% | -$9,836 | 减仓 |
| AMGN | AMGEN INC | $24.77万 | 0.02% | 712 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC W | $25.21万 | 0.02% | 6,020 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP | $25.31万 | 0.02% | 9,789 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.32万 | 0.02% | 9,644 | -492 | -4.9% | -$1.39万 | 减仓 |
| SON | SONOCO PRODS CO | $27.63万 | 0.02% | 5,039 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $27.92万 | 0.02% | 2,997 | 187 | 6.7% | $1.74万 | 加仓 |
| — | DIMENSIONAL U.S. CORE | $29.36万 | 0.03% | 7,493 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 | $29.38万 | 0.03% | 786 | -61 | -7.2% | -$2.28万 | 减仓 |
| QCOM | QUALCOMM INC | $29.46万 | 0.03% | 2,323 | -241 | -9.4% | -$3.06万 | 减仓 |
| HD | HOME DEPOT INC | $29.59万 | 0.03% | 920 | -291 | -24.0% | -$9.36万 | 减仓 |
| HAS | HASBRO INC | $30.26万 | 0.03% | 3,356 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V F | $30.56万 | 0.03% | 232 | 75 | 47.8% | $9.88万 | 加仓 |
| GLD | SPDR GOLD SHARES | $31.00万 | 0.03% | 722 | 75 | 11.6% | $3.22万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $31.44万 | 0.03% | 2,035 | 22 | 1.1% | $3,399 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES IN | $31.47万 | 0.03% | 2,120 | -6 | -0.3% | -$891 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST | $32.45万 | 0.03% | 8,545 | 1,541 | 22.0% | $5.85万 | 加仓 |
| SO | SOUTHERN CO | $32.67万 | 0.03% | 3,352 | 95 | 2.9% | $9,258 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $32.89万 | 0.03% | 2,479 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $33.93万 | 0.03% | 6,869 | 398 | 6.2% | $1.97万 | 加仓 |
| PSLV | SPROTT PHYSICAL SILVER E | $34.74万 | 0.03% | 14,738 | -1,125 | -7.1% | -$2.65万 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED | $34.93万 | 0.03% | 8,871 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $35.16万 | 0.03% | 1,268 | -10 | -0.8% | -$2,773 | 减仓 |
| INTC | INTEL CORP | $35.17万 | 0.03% | 6,980 | -62 | -0.9% | -$3,124 | 减仓 |
| RS | RELIANCE INC | $36.40万 | 0.03% | 1,192 | -34 | -2.8% | -$1.04万 | 减仓 |
| MRK | MERCK & CO. INC. | $36.53万 | 0.03% | 3,022 | -11 | -0.4% | -$1,330 | 减仓 |
| MKL | MARKEL GROUP INC | $36.65万 | 0.03% | 193 | -5 | -2.5% | -$9,495 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 | $36.83万 | 0.03% | 3,628 | -145 | -3.8% | -$1.47万 | 减仓 |
| DIS | DISNEY WALT CO | $37.30万 | 0.03% | 3,861 | -447 | -10.4% | -$4.32万 | 减仓 |