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 |
|---|---|---|---|---|---|---|---|---|
| RELX | RELX PLC F | $5,777 | 0.00% | 172 | -713 | -80.6% | -$2.39万 | 减仓 |
| CIBR | FIRST TRUST NASDAQ | $5,777 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTION | $5,804 | 0.00% | 969 | -2,073 | -68.1% | -$1.24万 | 减仓 |
| HLIT | HARMONIC INC | $5,805 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,835 | 0.00% | 5 | -3 | -37.5% | -$3,501 | 减仓 |
| IONQ | IONQ INC | $5,860 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $5,860 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ORSTED A/S F | $5,866 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP | $5,898 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $5,899 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC | $5,907 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $5,932 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA F | $5,953 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $5,993 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT | $5,994 | 0.00% | 62 | -1 | -1.6% | -$97 | 减仓 |
| PGNY | PROGYNY INC | $6,026 | 0.00% | 363 | -254 | -41.2% | -$4,217 | 减仓 |
| WY | WEYERHAEUSER CO | $6,059 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $6,063 | 0.00% | 127 | -349 | -73.3% | -$1.67万 | 减仓 |
| CCOI | COGENT COMMUNICATIONS HL | $6,080 | 0.00% | 320 | -246 | -43.5% | -$4,674 | 减仓 |
| ENR | ENERGIZER HLDGS INC NEW | $6,092 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC | $6,116 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME | $6,135 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| — | KNORR-BREMSE AG F | $6,200 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PUB LTD CO F | $6,207 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDS INC | $6,211 | 0.00% | 158 | 28 | 21.5% | $1,101 | 加仓 |
| CR | CRANE CO | $6,216 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | SWIRE PAC LTD F | $6,216 | 0.00% | 555 | 543 | 4,525.0% | $6,082 | 重新持有 |
| — | BARINGS PARTICIPATION IN | $6,300 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HOLDINGS F | $6,308 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PHYSICAL PLATINUM | $6,328 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | WILMAR INTL LTD F | $6,338 | 0.00% | 212 | 124 | 140.9% | $3,707 | 加仓 |
| — | SAMPO OYJ F | $6,344 | 0.00% | 297 | -336 | -53.1% | -$7,177 | 减仓 |
| RPRX | ROYALTY PHARMA PLC F | $6,363 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | FUJITSU LTD F | $6,386 | 0.00% | 310 | -720 | -69.9% | -$1.48万 | 减仓 |
| — | LONDON STK EXCHANGE GR F | $6,407 | 0.00% | 210 | -384 | -64.6% | -$1.17万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $6,409 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $6,410 | 0.00% | 472 | -368 | -43.8% | -$4,998 | 减仓 |
| — | SMITHS GROUP PLC F | $6,426 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SONIC HEALTHCARE LTD F | $6,431 | 0.00% | 461 | -359 | -43.8% | -$5,008 | 减仓 |
| BFS | SAUL CTRS INC | $6,451 | 0.00% | 195 | 195 | — | $6,451 | 新建仓 |
| IEX | IDEX CORP | $6,476 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $6,478 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | SUNTORY BEVERAGE & FOO F | $6,484 | 0.00% | 456 | 60 | 15.2% | $853 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL | $6,517 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | MONOTARO CO LTD F | $6,531 | 0.00% | 597 | 332 | 125.3% | $3,632 | 加仓 |
| — | TORAY INDS INC F | $6,565 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A | $6,576 | 0.00% | 110 | -183 | -62.5% | -$1.09万 | 减仓 |
| MNDY | MONDAY COM LTD F | $6,629 | 0.00% | 97 | 54 | 125.6% | $3,690 | 加仓 |
| IT | GARTNER INC | $6,630 | 0.00% | 42 | -34 | -44.7% | -$5,367 | 减仓 |
| NVMI | NOVA LTD F | $6,634 | 0.00% | 15 | 6 | 66.7% | $2,654 | 加仓 |
| — | WH GROUP LTD F | $6,640 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 | $6,651 | 0.00% | 121 | -4 | -3.2% | -$220 | 减仓 |
| — | WEST JAPAN RY CO F | $6,660 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| CRSR | CORSAIR GAMING INC | $6,660 | 0.00% | 1,183 | 1,023 | 639.4% | $5,759 | 加仓 |
| NVR | NVR INC | $6,663 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BUNZL PLC F | $6,669 | 0.00% | 444 | 281 | 172.4% | $4,221 | 加仓 |
| HEI/A | HEICO CORP NEW | $6,753 | 0.00% | 32 | -33 | -50.8% | -$6,964 | 减仓 |
| VRNS | VARONIS SYS INC | $6,759 | 0.00% | 300 | -163 | -35.2% | -$3,672 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $6,775 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F | $6,781 | 0.00% | 20 | -1 | -4.8% | -$339 | 减仓 |
| OSK | OSHKOSH CORP | $6,785 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $6,801 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $6,829 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | CLP HLDGS LTD F | $6,840 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $6,890 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | SINGAPORE AIRLS LTD F | $6,912 | 0.00% | 664 | 490 | 281.6% | $5,101 | 加仓 |
| DCH | DAUCH CORP | $6,917 | 0.00% | 1,134 | -192 | -14.5% | -$1,171 | 减仓 |
| — | YARA INTL ASA F | $6,933 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| — | GOLDEN ENTMT INC | $6,949 | 0.00% | 257 | -1 | -0.4% | -$27 | 减仓 |
| GNRC | GENERAC HLDGS INC | $6,987 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | MERCEDES BENZ GROUP AG F | $7,028 | 0.00% | 463 | -474 | -50.6% | -$7,195 | 减仓 |
| MMI | MARCUS & MILLICHAP INC | $7,048 | 0.00% | 268 | 208 | 346.7% | $5,470 | 重新持有 |
| — | AENA SME S A F | $7,058 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| APA | APA CORP | $7,063 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | AVOLTA AG F | $7,094 | 0.00% | 1,146 | 0 | 0.0% | — | 不变 |
| XEXGX | EV TAX-MGD GBL DIV EQUIT | $7,100 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP | $7,146 | 0.00% | 301 | -201 | -40.0% | -$4,772 | 减仓 |
| TW | TRADEWEB MKTS INC | $7,146 | 0.00% | 58 | -51 | -46.8% | -$6,284 | 减仓 |
| XCHYX | CALAMOS CONVERTIBLE & HI | $7,185 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $7,186 | 0.00% | 177 | 177 | — | $7,186 | 新建仓 |
| — | TENCENT HLDGS LTD F | $7,223 | 0.00% | 116 | -1 | -0.9% | -$62 | 减仓 |
| — | LEGAL & GEN GROUP PLC F | $7,313 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP NEW | $7,316 | 0.00% | 140 | 20 | 16.7% | $1,045 | 加仓 |
| DEO | DIAGEO PLC F | $7,332 | 0.00% | 100 | -40 | -28.6% | -$2,933 | 减仓 |
| UNM | UNUM GROUP | $7,343 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $7,370 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | MITSUI OSK LINES LTD F | $7,374 | 0.00% | 354 | 175 | 97.8% | $3,645 | 重新持有 |
| CENT | CENTRAL GARDEN & PET CO | $7,377 | 0.00% | 206 | 174 | 543.8% | $6,231 | 加仓 |
| — | SODEXO F | $7,381 | 0.00% | 705 | 30 | 4.4% | $314 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH | $7,399 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $7,455 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $7,468 | 0.00% | 426 | 110 | 34.8% | $1,928 | 加仓 |
| KFY | KORN FERRY | $7,476 | 0.00% | 118 | -129 | -52.2% | -$8,173 | 减仓 |
| — | NUVALENT INC | $7,486 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS I | $7,497 | 0.00% | 617 | 131 | 27.0% | $1,592 | 加仓 |
| AMCR | AMCOR PLC F | $7,507 | 0.00% | 188 | 188 | — | $7,507 | 新建仓 |
| COO | COOPER COS INC | $7,508 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATL INC WIS | $7,514 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| WRLD | WORLD ACCEP CORP S C NEW | $7,552 | 0.00% | 54 | 33 | 157.1% | $4,615 | 加仓 |
| BURL | BURLINGTON STORES INC | $7,561 | 0.00% | 23 | 0 | 0.0% | — | 不变 |