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 |
|---|---|---|---|---|---|---|---|---|
| XLF | STATE STREET FINANCIAL | $1,387.13万 | 1.24% | 282,115 | 8,402 | 3.1% | $41.31万 | 加仓 |
| SHY | ISHARES 1-3 YEAR | $1,417.54万 | 1.27% | 170,913 | 18,387 | 12.1% | $152.50万 | 加仓 |
| XLV | STATE STREET HEALTH CARE | $1,464.26万 | 1.31% | 100,550 | 1,790 | 1.8% | $26.07万 | 加仓 |
| SPTI | STATE STREET SPDR | $1,484.11万 | 1.33% | 515,830 | 53,946 | 11.7% | $155.21万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX | $1,513.42万 | 1.35% | 34,238 | -236 | -0.7% | -$10.43万 | 减仓 |
| VGIT | VANGUARD INTER-TERM | $1,556.80万 | 1.39% | 260,470 | 26,080 | 11.1% | $155.88万 | 加仓 |
| XLY | STATE STREET CONSUMER | $1,683.02万 | 1.50% | 157,117 | 1,524 | 1.0% | $16.32万 | 加仓 |
| AAPL | APPLE INC | $1,776.21万 | 1.59% | 69,405 | -288 | -0.4% | -$7.37万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 | $1,778.61万 | 1.59% | 174,596 | -6,710 | -3.7% | -$68.35万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $1,786.17万 | 1.60% | 71,366 | -624 | -0.9% | -$15.62万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $1,948.10万 | 1.74% | 131,531 | -1,569 | -1.2% | -$23.24万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2,066.80万 | 1.85% | 211,726 | -15,440 | -6.8% | -$150.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,299.19万 | 2.05% | 61,565 | -597 | -1.0% | -$22.30万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP | $2,404.20万 | 2.15% | 352,625 | -7,596 | -2.1% | -$51.79万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM | $2,528.28万 | 2.26% | 431,303 | 27,414 | 6.8% | $160.70万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI | $2,600.91万 | 2.32% | 241,317 | 25,972 | 12.1% | $279.93万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED | $2,751.43万 | 2.46% | 425,654 | -28,995 | -6.4% | -$187.42万 | 减仓 |
| SPY | STATE STREET SPDR S&P | $2,788.99万 | 2.49% | 42,526 | -115 | -0.3% | -$7.54万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $2,852.52万 | 2.55% | 564,104 | 48,893 | 9.5% | $247.24万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE | $3,941.46万 | 3.52% | 186,041 | -3,931 | -2.1% | -$83.28万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $4,687.36万 | 4.19% | 77,778 | -3,118 | -3.9% | -$187.91万 | 减仓 |
| BIL | STATE STREET SPDR | $4,849.35万 | 4.33% | 529,388 | -1,730 | -0.3% | -$15.85万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY | $5,846.16万 | 5.22% | 433,297 | 9,316 | 2.2% | $125.69万 | 加仓 |
| JMST | JPMORGAN ULTRA-SHORT | $6,089.69万 | 5.44% | 1,189,881 | 17,811 | 1.5% | $91.15万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $6,862.28万 | 6.13% | 598,490 | -14,163 | -2.3% | -$162.39万 | 减仓 |
| SUB | ISHARES SHORT-TERM | $7,630.72万 | 6.81% | 711,088 | 47,826 | 7.2% | $513.22万 | 加仓 |