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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD SMALL-CAP | $38.32万 | 0.03% | 1,247 | -6 | -0.5% | -$1,844 | 减仓 |
| WMT | WALMART INC | $38.98万 | 0.03% | 3,099 | -139 | -4.3% | -$1.75万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP | $42.06万 | 0.04% | 4,695 | -23 | -0.5% | -$2,060 | 减仓 |
| GEV | GE VERNOVA INC | $43.49万 | 0.04% | 484 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $44.33万 | 0.04% | 4,309 | 281 | 7.0% | $2.89万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $44.35万 | 0.04% | 7,707 | -117 | -1.5% | -$6,732 | 减仓 |
| V | VISA INC | $46.95万 | 0.04% | 1,561 | 296 | 23.4% | $8.90万 | 加仓 |
| VFH | VANGUARD FINANCIALS | $47.60万 | 0.04% | 3,924 | -50 | -1.3% | -$6,065 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL | $48.15万 | 0.04% | 3,351 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $50.79万 | 0.05% | 6,428 | -138 | -2.1% | -$1.09万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $50.88万 | 0.05% | 3,555 | 173 | 5.1% | $2.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $51.39万 | 0.05% | 6,376 | -175 | -2.7% | -$1.41万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $51.97万 | 0.05% | 512 | 87 | 20.5% | $8.83万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $52.78万 | 0.05% | 1,074 | -21 | -1.9% | -$1.03万 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP | $53.35万 | 0.05% | 5,425 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $55.48万 | 0.05% | 4,196 | -131 | -3.0% | -$1.73万 | 减仓 |
| SPSM | STATE STREET SPDR | $55.52万 | 0.05% | 11,378 | -69 | -0.6% | -$3,367 | 减仓 |
| RTX | RTX CORP | $56.67万 | 0.05% | 2,888 | -21 | -0.7% | -$4,120 | 减仓 |
| NFLX | NETFLIX INC | $57.37万 | 0.05% | 5,815 | 550 | 10.4% | $5.43万 | 加仓 |
| VDC | VANGUARD CONSUMER | $57.74万 | 0.05% | 2,566 | -159 | -5.8% | -$3.58万 | 减仓 |
| IBM | IBM CORP | $62.19万 | 0.06% | 2,506 | -19 | -0.8% | -$4,715 | 减仓 |
| CAT | CATERPILLAR INC | $62.64万 | 0.06% | 873 | -5 | -0.6% | -$3,588 | 减仓 |
| GE | GE AEROSPACE | $64.25万 | 0.06% | 2,285 | -102 | -4.3% | -$2.87万 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $65.14万 | 0.06% | 21,316 | -14 | -0.1% | -$428 | 减仓 |
| PEP | PEPSICO INC | $66.05万 | 0.06% | 4,207 | -42 | -1.0% | -$6,594 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $66.78万 | 0.06% | 1,399 | -49 | -3.4% | -$2.34万 | 减仓 |
| CVX | CHEVRON CORP NEW | $67.77万 | 0.06% | 3,406 | -127 | -3.6% | -$2.53万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $72.35万 | 0.06% | 2,258 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $74.71万 | 0.07% | 2,594 | -110 | -4.1% | -$3.17万 | 减仓 |
| VV | VANGUARD LARGE-CAP INDEX | $75.15万 | 0.07% | 2,493 | -39 | -1.5% | -$1.18万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES C | $80.05万 | 0.07% | 22,182 | 0 | 0.0% | — | 不变 |
| PRAA | PRA GROUP INC | $83.62万 | 0.07% | 47,030 | 81 | 0.2% | $1,440 | 加仓 |
| QQQ | INVESCO QQQ TR | $84.27万 | 0.08% | 1,440 | -20 | -1.4% | -$1.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $87.85万 | 0.08% | 10,318 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $90.10万 | 0.08% | 1,826 | -142 | -7.2% | -$7.01万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH | $91.27万 | 0.08% | 9,088 | 3 | 0.0% | $301 | 加仓 |
| SLYG | STATE STREET SPDR S&P | $93.59万 | 0.08% | 9,538 | 288 | 3.1% | $2.83万 | 加仓 |
| TSLA | TESLA INC | $99.99万 | 0.09% | 2,773 | -110 | -3.8% | -$3.97万 | 减仓 |
| TFC | TRUIST FINL CORP | $103.29万 | 0.09% | 21,903 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $105.11万 | 0.09% | 6,541 | -342 | -5.0% | -$5.50万 | 减仓 |
| ABBV | ABBVIE INC | $109.31万 | 0.10% | 5,234 | -117 | -2.2% | -$2.44万 | 减仓 |
| AMAT | APPLIED MATLS INC | $113.78万 | 0.10% | 3,265 | -109 | -3.2% | -$3.80万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK | $117.23万 | 0.10% | 3,621 | -66 | -1.8% | -$2.14万 | 减仓 |
| GOOG | ALPHABET INC | $129.62万 | 0.12% | 4,402 | -57 | -1.3% | -$1.68万 | 减仓 |
| AVGO | BROADCOM INC | $130.57万 | 0.12% | 4,151 | 106 | 2.6% | $3.33万 | 加仓 |
| VHT | VANGUARD HEALTH CARE | $134.39万 | 0.12% | 4,921 | -38 | -0.8% | -$1.04万 | 减仓 |
| META | META PLATFORMS INC | $142.01万 | 0.13% | 2,472 | 105 | 4.4% | $6.03万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $142.70万 | 0.13% | 4,844 | -447 | -8.4% | -$13.17万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & | $152.45万 | 0.14% | 6,870 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL | $154.94万 | 0.14% | 8,024 | 63 | 0.8% | $1.22万 | 加仓 |
| LLY | ELI LILLY AND CO | $158.25万 | 0.14% | 1,691 | -100 | -5.6% | -$9.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $163.95万 | 0.15% | 6,746 | -8 | -0.1% | -$1,944 | 减仓 |
| MDYV | STATE STREET SPDR S&P | $164.02万 | 0.15% | 19,130 | 341 | 1.8% | $2.92万 | 加仓 |
| KO | THE COCA-COLA CO | $168.03万 | 0.15% | 21,902 | -4 | -0.0% | -$307 | 减仓 |
| MDYG | STATE STREET SPDR S&P | $180.62万 | 0.16% | 18,574 | 391 | 2.2% | $3.80万 | 加仓 |
| DES | WISDOMTREE U.S. SMALLCAP | $190.01万 | 0.17% | 52,401 | -1,177 | -2.2% | -$4.27万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP | $205.79万 | 0.18% | 38,946 | -1,202 | -3.0% | -$6.35万 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $213.52万 | 0.19% | 12,705 | -641 | -4.8% | -$10.77万 | 减仓 |
| GOOGL | ALPHABET INC | $222.71万 | 0.20% | 7,530 | -28 | -0.4% | -$8,282 | 减仓 |
| IWF | ISHARES RUSSELL 1000 | $230.85万 | 0.21% | 5,368 | -74 | -1.4% | -$3.18万 | 减仓 |
| NEU | NEWMARKET CORP | $237.81万 | 0.21% | 3,740 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORP | $243.88万 | 0.22% | 13,748 | -83 | -0.6% | -$1.47万 | 减仓 |
| SPEM | STATE STREET SPDR | $262.32万 | 0.23% | 56,308 | 5,507 | 10.8% | $25.66万 | 加仓 |
| MCD | MCDONALDS CORP | $296.64万 | 0.26% | 9,658 | -173 | -1.8% | -$5.31万 | 减仓 |
| — | WISDOMTREE U.S. AL | $296.83万 | 0.27% | 25,283 | -215 | -0.8% | -$2.52万 | 减仓 |
| LOW | LOWES COS INC | $304.52万 | 0.27% | 13,181 | 194 | 1.5% | $4.48万 | 加仓 |
| VTV | VANGUARD VALUE INDEX | $316.76万 | 0.28% | 16,080 | -238 | -1.5% | -$4.69万 | 减仓 |
| AMZN | AMAZON.COM INC | $321.68万 | 0.29% | 15,335 | -295 | -1.9% | -$6.19万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $323.01万 | 0.29% | 60,016 | -2,137 | -3.4% | -$11.50万 | 减仓 |
| LRCX | LAM RESH CORP | $353.63万 | 0.32% | 16,189 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P | $357.14万 | 0.32% | 5,738 | -132 | -2.2% | -$8.22万 | 减仓 |
| VGT | VANGUARD INFORMATION | $362.17万 | 0.32% | 5,082 | 2 | 0.0% | $1,425 | 加仓 |
| FDL | FIRST TRUST MORNINGSTAR | $371.24万 | 0.33% | 73,717 | -670 | -0.9% | -$3.37万 | 减仓 |
| VT | VANGUARD TOTAL WORLD | $393.93万 | 0.35% | 28,258 | -1,187 | -4.0% | -$16.55万 | 减仓 |
| XLC | STATE STREET | $395.48万 | 0.35% | 35,739 | 2,883 | 8.8% | $31.90万 | 加仓 |
| VIS | VANGUARD INDUSTRIALS | $403.89万 | 0.36% | 12,767 | -523 | -3.9% | -$16.55万 | 减仓 |
| D | DOMINION ENERGY INC | $425.24万 | 0.38% | 67,745 | -334 | -0.5% | -$2.10万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $426.68万 | 0.38% | 14,715 | -84 | -0.6% | -$2.44万 | 减仓 |
| XLE | STATE STREET ENERGY | $427.15万 | 0.38% | 72,276 | -1,019 | -1.4% | -$6.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $441.12万 | 0.39% | 27,901 | -38 | -0.1% | -$6,008 | 减仓 |
| PEY | INVESCO HIGH YIELD | $442.52万 | 0.40% | 205,185 | -1,423 | -0.7% | -$3.07万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX | $469.58万 | 0.42% | 17,743 | -794 | -4.3% | -$21.01万 | 减仓 |
| ORCL | ORACLE CORP | $479.37万 | 0.43% | 32,748 | 267 | 0.8% | $3.91万 | 加仓 |
| VCR | VANGUARD CONSUMER | $493.73万 | 0.44% | 13,822 | -71 | -0.5% | -$2.54万 | 减仓 |
| SLYV | STATE STREET SPDR S&P | $496.22万 | 0.44% | 52,255 | -1,137 | -2.1% | -$10.80万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP | $499.15万 | 0.45% | 41,970 | -2,069 | -4.7% | -$24.61万 | 减仓 |
| SDY | STATE STREET SPDR S&P | $511.45万 | 0.46% | 35,002 | -323 | -0.9% | -$4.72万 | 减仓 |
| SPYV | STATE STREET SPDR | $541.87万 | 0.48% | 95,478 | 2,047 | 2.2% | $11.62万 | 加仓 |
| IXG | ISHARES GLOBAL | $574.13万 | 0.51% | 50,016 | -186 | -0.4% | -$2.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $668.39万 | 0.60% | 101,641 | 202 | 0.2% | $1.33万 | 加仓 |
| EEM | ISHARES MSCI EMERGING | $770.72万 | 0.69% | 136,718 | -5,188 | -3.7% | -$29.25万 | 减仓 |
| IEMG | ISHARES CORE MSCI | $778.18万 | 0.69% | 111,871 | -3,244 | -2.8% | -$22.57万 | 减仓 |
| SPYG | STATE STREET SPDR | $782.77万 | 0.70% | 78,798 | -5,290 | -6.3% | -$52.55万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $808.20万 | 0.72% | 12,265 | -90 | -0.7% | -$5.93万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP | $914.00万 | 0.82% | 62,236 | -1,286 | -2.0% | -$18.89万 | 减仓 |
| SPDW | STATE STREET SPDR | $920.06万 | 0.82% | 199,594 | 19,279 | 10.7% | $88.87万 | 加仓 |
| XLP | STATE STREET CONSUMER | $930.02万 | 0.83% | 114,371 | -559 | -0.5% | -$4.55万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL | $961.46万 | 0.86% | 59,235 | -624 | -1.0% | -$10.13万 | 减仓 |
| IJR | ISHARES CORE S&P | $1,172.91万 | 1.05% | 93,511 | -4,864 | -4.9% | -$61.01万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 | $1,286.11万 | 1.15% | 96,489 | -4,397 | -4.4% | -$58.61万 | 减仓 |