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 |
|---|---|---|---|---|---|---|---|---|
| SOLV | SOLVENTUM CORP | $3,134 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | AEON CO LTD F | $3,156 | 0.00% | 396 | -524 | -57.0% | -$4,176 | 减仓 |
| FIZZ | NTNL BEVERAGE CORP | $3,224 | 0.00% | 104 | -344 | -76.8% | -$1.07万 | 减仓 |
| BAM | BROOKFIELD ASSET MGMT F | $3,269 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DMC | DEL MONTE CORP F | $3,316 | 0.00% | 120 | -113 | -48.5% | -$3,123 | 减仓 |
| TKO | TKO GROUP HLDGS INC | $3,441 | 0.00% | 17 | -63 | -78.8% | -$1.28万 | 减仓 |
| — | BAYERISCHE MOTOREN WER F | $3,471 | 0.00% | 157 | -144 | -47.8% | -$3,184 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS IN | $3,477 | 0.00% | 159 | 119 | 297.5% | $2,602 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,484 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $3,494 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP DEL | $3,496 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | GABELLI MULTIMEDIA | $3,503 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| — | BARRY CALLEBAUT AG F | $3,533 | 0.00% | 250 | -669 | -72.8% | -$9,454 | 减仓 |
| TG | TREDEGAR CORP | $3,543 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HLDGS CORP | $3,564 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $3,592 | 0.00% | 43 | -252 | -85.4% | -$2.11万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3,612 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH | $3,647 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE PPTYS I | $3,670 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC. | $3,675 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | OMV-AG F | $3,677 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $3,677 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | HONGKONG LD HLDGS LTD F | $3,688 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| — | UNIVERSAL MUSIC GROUP F | $3,724 | 0.00% | 349 | -14 | -3.9% | -$149 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $3,726 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $3,748 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,761 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PRIVATE REAL ES | $3,770 | 0.00% | 290 | 7 | 2.5% | $91 | 加仓 |
| DCH | DAUCH CORP | $3,791 | 0.00% | 722 | -412 | -36.3% | -$2,163 | 减仓 |
| NOV | NOV INC | $3,837 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNTNL | $3,859 | 0.00% | 50 | -155 | -75.6% | -$1.20万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT | $3,863 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & | $3,899 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS | $3,906 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INC | $3,949 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | SOFTBANK CORP F | $3,953 | 0.00% | 313 | 64 | 25.7% | $808 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $3,970 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INC F | $4,008 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $4,051 | 0.00% | 33 | -130 | -79.8% | -$1.60万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $4,093 | 0.00% | 9 | -17 | -65.4% | -$7,731 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL | $4,122 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $4,124 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD F | $4,189 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $4,202 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PFBC | PREFERRED BK LOS ANGELES | $4,207 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $4,210 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AMSF | AMERISAFE INC | $4,226 | 0.00% | 123 | -442 | -78.2% | -$1.52万 | 减仓 |
| LH | LABCORP HLDGS INC | $4,258 | 0.00% | 15 | -33 | -68.8% | -$9,368 | 减仓 |
| USFD | US FOODS HLDG CORP | $4,280 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $4,316 | 0.00% | 128 | -1 | -0.8% | -$34 | 减仓 |
| XLRE | STATE STREET REAL ESTATE | $4,330 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | SARTORIUS AG F | $4,441 | 0.00% | 85 | -456 | -84.3% | -$2.38万 | 减仓 |
| — | ALSTOM F | $4,486 | 0.00% | 2,686 | 1,147 | 74.5% | $1,916 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRA | $4,489 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP NEW | $4,493 | 0.00% | 39 | -95 | -70.9% | -$1.09万 | 减仓 |
| DINO | HF SINCLAIR CORP | $4,499 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FUJIFILM HLDGS CORP F | $4,501 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| — | REDEIA CORPORACION S A F | $4,534 | 0.00% | 534 | -2,684 | -83.4% | -$2.28万 | 减仓 |
| SCSC | SCANSOURCE INC | $4,555 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | GALP ENERGIA SGPS SA F | $4,581 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL | $4,591 | 0.00% | 128 | -111 | -46.4% | -$3,981 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICOND F | $4,613 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | SCHINDLER HLDG AG F | $4,615 | 0.00% | 287 | -2,439 | -89.5% | -$3.92万 | 减仓 |
| — | NATIONAL HEALTHCARE PROP | $4,659 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | DASSAULT SYS S A F | $4,712 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $4,730 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S F | $4,754 | 0.00% | 172 | -13 | -7.0% | -$359 | 减仓 |
| BG | BUNGE GLOBAL SA F | $4,825 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $4,827 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4,832 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC F | $4,835 | 0.00% | 295 | 289 | 4,816.7% | $4,737 | 加仓 |
| — | MOBILITY GLOBAL INC | $4,853 | 0.00% | 229 | 229 | — | $4,853 | 新建仓 |
| TWI | TITAN INTL INC DEL | $4,893 | 0.00% | 638 | -1,595 | -71.4% | -$1.22万 | 减仓 |
| EVRG | EVERGY INC | $4,913 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | REXEL SA F | $4,920 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $4,925 | 0.00% | 123 | 38 | 44.7% | $1,522 | 加仓 |
| MLI | MUELLER INDS INC | $4,938 | 0.00% | 86 | 43 | 100.0% | $2,469 | 加仓 |
| FXH | FIRST TRUST HEALTH CARE | $4,940 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $4,946 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD F | $4,996 | 0.00% | 50 | -38 | -43.2% | -$3,797 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM | $5,002 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $5,059 | 0.00% | 56 | -175 | -75.8% | -$1.58万 | 减仓 |
| VFC | V F CORP | $5,066 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES MSCI TAIWAN ETF | $5,073 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | HENNES & MAURITZ AB F | $5,085 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $5,098 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | YARA INTL ASA F | $5,100 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| — | WH GROUP LTD F | $5,116 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS | $5,118 | 0.00% | 116 | -185 | -61.5% | -$8,162 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $5,154 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | MITSUI FUDOSAN CO LTD F | $5,235 | 0.00% | 191 | -1,197 | -86.2% | -$3.28万 | 减仓 |
| — | JARDINE MATHESON HLDGS F | $5,249 | 0.00% | 86 | -41 | -32.3% | -$2,502 | 减仓 |
| CUBE | CUBESMART | $5,257 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| SBH | SALLY BEAUTY HLDGS INC | $5,261 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP | $5,272 | 0.00% | 246 | -55 | -18.3% | -$1,179 | 减仓 |
| ALG | ALAMO GROUP INC | $5,322 | 0.00% | 32 | 19 | 146.2% | $3,160 | 加仓 |
| AES | AES CORP | $5,329 | 0.00% | 364 | -816 | -69.2% | -$1.19万 | 减仓 |
| APA | APA CORP | $5,354 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC F | $5,393 | 0.00% | 117 | -348 | -74.8% | -$1.60万 | 减仓 |
| — | ISUZU MTRS LTD F | $5,405 | 0.00% | 407 | 205 | 101.5% | $2,722 | 加仓 |