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 |
|---|---|---|---|---|---|---|---|---|
| — | SGS SA F | $9,875 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDG | $9,903 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P U.S. | $9,949 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $9,978 | 0.00% | 292 | -18 | -5.8% | -$615 | 减仓 |
| — | PIMCO INCOME STRATEGY FU | $9,991 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY I | $1.00万 | 0.00% | 539 | 63 | 13.2% | $1,171 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $1.01万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.01万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1.01万 | 0.00% | 444 | 444 | — | $1.01万 | 新建仓 |
| CFR | CULLEN / FROST BANKERS I | $1.01万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $1.01万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | PROSUS N V F | $1.01万 | 0.00% | 1,094 | -850 | -43.7% | -$7,878 | 减仓 |
| — | MISTER CAR WASH INC | $1.01万 | 0.00% | 1,455 | 0 | 0.0% | — | 不变 |
| AMN | AMN HEALTHCARE SVCS INC | $1.02万 | 0.00% | 558 | 444 | 389.5% | $8,081 | 加仓 |
| — | NOMURA RESH INST LTD F | $1.02万 | 0.00% | 365 | 149 | 69.0% | $4,151 | 加仓 |
| APTV | APTIV PLC NEW F | $1.02万 | 0.00% | 167 | 167 | — | $1.02万 | 新建仓 |
| — | NATIONAL HEALTHCARE PROP | $1.02万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $1.02万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO VARIABLE RATE | $1.02万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N F | $1.02万 | 0.00% | 378 | -72 | -16.0% | -$1,952 | 减仓 |
| — | ADMIRAL GROUP F | $1.03万 | 0.00% | 238 | 174 | 271.9% | $7,511 | 加仓 |
| PTLC | PACER TRENDPILOT US | $1.03万 | 0.00% | 196 | -4,608 | -95.9% | -$24.26万 | 减仓 |
| — | TERNA RETE ELETTRICA N F | $1.03万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| — | NORSK HYDRO ASA ADR AD F | $1.04万 | 0.00% | 976 | 0 | 0.0% | — | 不变 |
| LOGI | LOGITECH INTERNTNL S F | $1.04万 | 0.00% | 113 | 29 | 34.5% | $2,667 | 加仓 |
| — | PRYSMIAN SPA F | $1.04万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 | $1.04万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| — | DELIVERY HERO SE F | $1.05万 | 0.00% | 5,550 | 4,002 | 258.5% | $7,564 | 加仓 |
| ST | SENSATA TECHNOLOGIES H F | $1.05万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V NEW F | $1.05万 | 0.00% | 31 | 11 | 55.0% | $3,740 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $1.06万 | 0.00% | 68 | -19 | -21.8% | -$2,959 | 减仓 |
| CRL | CHARLES RIV LABORATORIES | $1.06万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| — | KOMATSU LTD F | $1.06万 | 0.00% | 261 | 180 | 222.2% | $7,317 | 加仓 |
| — | LASERTEC CORP F | $1.06万 | 0.00% | 239 | 39 | 19.5% | $1,736 | 加仓 |
| CRVL | CORVEL CORP | $1.07万 | 0.00% | 197 | -72 | -26.8% | -$3,921 | 重新持有 |
| UHS | UNIVERSAL HEALTH SVCS IN | $1.08万 | 0.00% | 61 | 61 | — | $1.08万 | 新建仓 |
| — | LYNAS RARE EARTHS ADR F | $1.08万 | 0.00% | 789 | 379 | 92.4% | $5,206 | 加仓 |
| SLM | SLM CORP | $1.08万 | 0.00% | 501 | 501 | — | $1.08万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $1.08万 | 0.00% | 145 | -20 | -12.1% | -$1,496 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $1.09万 | 0.00% | 289 | 34 | 13.3% | $1,278 | 加仓 |
| TEAM | ATLASSIAN CORP | $1.09万 | 0.00% | 160 | 35 | 28.0% | $2,390 | 加仓 |
| VEEV | VEEVA SYS INC | $1.10万 | 0.00% | 63 | 60 | 2,000.0% | $1.04万 | 加仓 |
| FENY | FIDELITY MSCI ENERGY | $1.10万 | 0.00% | 332 | -35 | -9.5% | -$1,156 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $1.10万 | 0.00% | 86 | -5 | -5.5% | -$638 | 减仓 |
| — | NIPPON YUSEN KABUSHIKI F | $1.10万 | 0.00% | 1,407 | 645 | 84.6% | $5,044 | 加仓 |
| ARCB | ARCBEST CORP | $1.11万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | AEON CO LTD F | $1.11万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $1.11万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.12万 | 0.00% | 33 | -29 | -46.8% | -$9,803 | 减仓 |
| — | CENTRAL JAPAN RY CO F | $1.12万 | 0.00% | 847 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE F | $1.12万 | 0.00% | 15 | -10 | -40.0% | -$7,464 | 减仓 |
| AAMI | ACADIAN ASSET MGMT I | $1.12万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $1.12万 | 0.00% | 277 | -28 | -9.2% | -$1,135 | 减仓 |
| — | SANDS CHINA LTD F | $1.13万 | 0.00% | 515 | 399 | 344.0% | $8,722 | 加仓 |
| CSL | CARLISLE COS INC | $1.13万 | 0.00% | 34 | 5 | 17.2% | $1,656 | 重新持有 |
| HAL | HALLIBURTON CO | $1.13万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| ASTH | ASTRANA HEALTH INC | $1.13万 | 0.00% | 451 | 130 | 40.5% | $3,257 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1.13万 | 0.00% | 59 | 59 | — | $1.13万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $1.13万 | 0.00% | 204 | -11 | -5.1% | -$610 | 重新持有 |
| HSTM | HEALTHSTREAM INC | $1.13万 | 0.00% | 554 | 443 | 399.1% | $9,059 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL | $1.13万 | 0.00% | 297 | -15 | -4.8% | -$572 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $1.13万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.13万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ADAM | ADAM TR INC | $1.14万 | 0.00% | 1,536 | 796 | 107.6% | $5,882 | 加仓 |
| HUBB | HUBBELL INC | $1.14万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $1.14万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $1.14万 | 0.00% | 301 | 245 | 437.5% | $9,259 | 加仓 |
| MNRO | MONRO INC | $1.14万 | 0.00% | 715 | 483 | 208.2% | $7,708 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES I | $1.14万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1.15万 | 0.00% | 118 | 116 | 5,800.0% | $1.13万 | 加仓 |
| P | EVERPURE INC | $1.15万 | 0.00% | 184 | -199 | -52.0% | -$1.24万 | 减仓 |
| EW | EDWARDS LIFESCIENCES COR | $1.15万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| — | RENESAS ELECTRONICS CO F | $1.15万 | 0.00% | 1,594 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $1.15万 | 0.00% | 49 | -46 | -48.4% | -$1.08万 | 减仓 |
| MC | MOELIS & CO | $1.15万 | 0.00% | 205 | -464 | -69.4% | -$2.61万 | 减仓 |
| — | CLEARWATER ANALYTICS HLD | $1.15万 | 0.00% | 485 | 485 | — | $1.15万 | 新建仓 |
| POOL | POOL CORP | $1.16万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $1.16万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $1.16万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| — | THALES F | $1.16万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $1.16万 | 0.00% | 292 | 292 | — | $1.16万 | 新建仓 |
| FNX | FIRST TRUST MID CAP CORE | $1.16万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IHG | INTERCONTINENTAL HOTEL F | $1.16万 | 0.00% | 87 | 5 | 6.1% | $669 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.17万 | 0.00% | 234 | 234 | — | $1.17万 | 新建仓 |
| AOS | SMITH A O CORP | $1.17万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROU | $1.17万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $1.17万 | 0.00% | 1,155 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.18万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $1.18万 | 0.00% | 188 | -79 | -29.6% | -$4,941 | 减仓 |
| PLUS | EPLUS INC | $1.18万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.18万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| CVI | CVR ENERGY INC | $1.18万 | 0.00% | 374 | 182 | 94.8% | $5,760 | 加仓 |
| SEZL | SEZZLE INC | $1.19万 | 0.00% | 186 | 118 | 173.5% | $7,523 | 加仓 |
| STAA | STAAR SURGICAL CO | $1.19万 | 0.00% | 587 | 250 | 74.2% | $5,052 | 加仓 |
| NBTB | NBT BANCORP INC | $1.19万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC DE | $1.19万 | 0.00% | 576 | 350 | 154.9% | $7,241 | 加仓 |
| OMCL | OMNICELL INC | $1.19万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| — | CK HUTCHISON HLDGS LTD F | $1.19万 | 0.00% | 1,538 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC | $1.19万 | 0.00% | 1,316 | 446 | 51.3% | $4,041 | 加仓 |
| JLL | JONES LANG LASALLE INC | $1.19万 | 0.00% | 39 | 38 | 3,800.0% | $1.16万 | 加仓 |