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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES MBS ETF | $3,794 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD F | $3,883 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $3,884 | 0.00% | 390 | 390 | — | $3,884 | 新建仓 |
| — | TELENOR ASA F | $3,908 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INC F | $3,917 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $3,933 | 0.00% | 29 | 29 | — | $3,933 | 新建仓 |
| — | OCCIDENTAL PETE C 27 WTS | $3,969 | 0.00% | 98 | 0 | 0.0% | — | 重新持有 |
| WYNN | WYNN RESORTS LTD | $3,979 | 0.00% | 39 | -133 | -77.3% | -$1.36万 | 减仓 |
| NOV | NOV INC | $3,981 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $3,994 | 0.00% | 107 | -32 | -23.0% | -$1,194 | 重新持有 |
| FBIN | FORTUNE BRANDS INNOVATIO | $4,022 | 0.00% | 108 | -311 | -74.2% | -$1.16万 | 减仓 |
| UMBF | UMB FINL CORP | $4,026 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $4,027 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $4,038 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $4,064 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | HONGKONG LD HLDGS LTD F | $4,072 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE | $4,078 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | ORKLA A S F | $4,080 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INC | $4,087 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL | $4,130 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | FUJIFILM HLDGS CORP F | $4,133 | 0.00% | 423 | -610 | -59.1% | -$5,960 | 减仓 |
| ACT | ENACT HLDGS INC | $4,135 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELL'S CO | $4,138 | 0.00% | 188 | 44 | 30.6% | $968 | 重新持有 |
| HNI | HNI CORP | $4,156 | 0.00% | 128 | -267 | -67.6% | -$8,669 | 减仓 |
| WHR | WHIRLPOOL CORP | $4,160 | 0.00% | 75 | 75 | — | $4,160 | 新建仓 |
| — | MERCK KGAA F | $4,192 | 0.00% | 166 | -226 | -57.7% | -$5,707 | 减仓 |
| — | ALSTOM F | $4,232 | 0.00% | 1,539 | 0 | 0.0% | — | 不变 |
| SSTK | SHUTTERSTOCK INC | $4,234 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO | $4,248 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | OMV-AG F | $4,257 | 0.00% | 233 | -1 | -0.4% | -$18 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $4,272 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVCS | $4,332 | 0.00% | 17 | -31 | -64.6% | -$7,900 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRA | $4,352 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| — | MTU AERO ENGINES HLDGS F | $4,378 | 0.00% | 24 | -47 | -66.2% | -$8,574 | 减仓 |
| GEO | GEO GROUP INC NEW | $4,402 | 0.00% | 239 | -746 | -75.7% | -$1.37万 | 减仓 |
| FXH | FIRST TRUST HEALTH CARE | $4,416 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $4,474 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORP | $4,486 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | REXEL SA F | $4,555 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $4,560 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $4,571 | 0.00% | 58 | -165 | -74.0% | -$1.30万 | 减仓 |
| — | DASSAULT SYS S A F | $4,610 | 0.00% | 226 | -367 | -61.9% | -$7,486 | 减仓 |
| WRB | BERKLEY W R CORP | $4,619 | 0.00% | 70 | -96 | -57.8% | -$6,335 | 减仓 |
| TMP | TOMPKINS FINL CORP | $4,661 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUIT | $4,663 | 0.00% | 196 | -30 | -13.3% | -$714 | 减仓 |
| RBLX | ROBLOX CORP | $4,689 | 0.00% | 78 | -331 | -80.9% | -$1.99万 | 减仓 |
| — | DENSO CORP F | $4,689 | 0.00% | 385 | -524 | -57.6% | -$6,382 | 减仓 |
| BNDX | VANGUARD TOTAL | $4,700 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $4,714 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDG | $4,716 | 0.00% | 170 | -70 | -29.2% | -$1,942 | 减仓 |
| EVRG | EVERGY INC | $4,722 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PRIVATE REAL ES | $4,731 | 0.00% | 283 | 6 | 2.2% | $100 | 加仓 |
| — | SYMRISE AG F | $4,738 | 0.00% | 221 | 119 | 116.7% | $2,551 | 加仓 |
| TKR | TIMKEN CO | $4,748 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $4,761 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $4,783 | 0.00% | 752 | -977 | -56.5% | -$6,214 | 减仓 |
| — | VIRGINIA NATL BANKSHARES | $4,836 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORP | $4,846 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC EQUITY | $4,853 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $4,855 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $4,872 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | VOLKSWAGEN A G F | $4,905 | 0.00% | 478 | -254 | -34.7% | -$2,606 | 减仓 |
| FBK | FB FINL CORP | $4,914 | 0.00% | 92 | -80 | -46.5% | -$4,273 | 减仓 |
| SBH | SALLY BEAUTY HLDGS INC | $4,917 | 0.00% | 370 | -290 | -43.9% | -$3,854 | 减仓 |
| RBC | RBC BEARINGS INC | $4,933 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINL INC | $4,971 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $4,992 | 0.00% | 17 | -55 | -76.4% | -$1.62万 | 减仓 |
| SUNB | SUNBELT RENTALS HLDGS IN | $5,047 | 0.00% | 80 | 80 | — | $5,047 | 新建仓 |
| VFC | V F CORP | $5,078 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S F | $5,088 | 0.00% | 185 | -56 | -23.2% | -$1,540 | 减仓 |
| WOR | WORTHINGTON ENTERPRI | $5,100 | 0.00% | 98 | -102 | -51.0% | -$5,308 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. | $5,154 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $5,181 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $5,210 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HLDGS INC | $5,241 | 0.00% | 33 | -53 | -61.6% | -$8,417 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $5,290 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH | $5,328 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| REM | ISHARES MORTGAGE REAL | $5,338 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| — | ALPS MEDICAL | $5,349 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GALP ENERGIA SGPS SA F | $5,355 | 0.00% | 435 | 0 | 0.0% | — | 不变 |
| — | JAPAN AIRLS LTD F | $5,445 | 0.00% | 656 | -27 | -4.0% | -$224 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $5,452 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | EBARA CORP F | $5,482 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| — | SEKISUI HOUSE LTD F | $5,553 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS | $5,553 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $5,585 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| — | INPOST S A F | $5,599 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| — | HENNES & MAURITZ AB F | $5,604 | 0.00% | 1,527 | -2 | -0.1% | -$7 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG C | $5,634 | 0.00% | 582 | 351 | 151.9% | $3,398 | 加仓 |
| — | SUN CTRY AIRLS HLDGS INC | $5,662 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| CLB | CORE LABORATORIES INC | $5,667 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| — | SECOM LTD EQUITY ADR F | $5,686 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| — | HEXAGON AB F | $5,701 | 0.00% | 598 | -872 | -59.3% | -$8,313 | 减仓 |
| — | UNITED UTILS GROUP PLC F | $5,709 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| FNF | FNF GROUP | $5,711 | 0.00% | 125 | -10 | -7.4% | -$457 | 减仓 |
| — | KINGSPAN GROUP PLC F | $5,712 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $5,740 | 0.00% | 131 | -140 | -51.7% | -$6,134 | 减仓 |
| — | NIPPON SANSO HLDGS COR F | $5,749 | 0.00% | 315 | 76 | 31.8% | $1,387 | 加仓 |
| BKE | BUCKLE INC | $5,766 | 0.00% | 115 | -146 | -55.9% | -$7,320 | 减仓 |
| VCSH | VANGUARD SHORT TERM COR | $5,774 | 0.00% | 73 | 0 | 0.0% | — | 不变 |