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 |
|---|---|---|---|---|---|---|---|---|
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | -2,162 | -100.0% | -$7.98万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -948 | -100.0% | -$7.84万 | 清仓 |
| SANM | SANMINA CORP | $0 | 0.00% | 0 | -568 | -100.0% | -$7.40万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -1,573 | -100.0% | -$6.62万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -834 | -100.0% | -$5.42万 | 清仓 |
| LKQ | LKQ CORP | $0 | 0.00% | 0 | -1,903 | -100.0% | -$5.36万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -1,133 | -100.0% | -$5.30万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -566 | -100.0% | -$5.09万 | 清仓 |
| — | KYOCERA CORP F | $0 | 0.00% | 0 | -2,507 | -100.0% | -$3.87万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -856 | -100.0% | -$3.44万 | 清仓 |
| — | VONOVIA SE F | $0 | 0.00% | 0 | -2,646 | -100.0% | -$3.39万 | 清仓 |
| KMPR | KEMPER CORP DEL | $0 | 0.00% | 0 | -898 | -100.0% | -$2.75万 | 清仓 |
| — | SARTORIUS STEDIM BIOTE F | $0 | 0.00% | 0 | -1,182 | -100.0% | -$2.31万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES IN | $0 | 0.00% | 0 | -3,652 | -100.0% | -$2.12万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -814 | -100.0% | -$2.09万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -253 | -100.0% | -$2.03万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -526 | -100.0% | -$2.01万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -506 | -100.0% | -$1.75万 | 清仓 |
| — | BARRATT REDROW PLC F | $0 | 0.00% | 0 | -2,430 | -100.0% | -$1.70万 | 清仓 |
| PHM | PULTEGROUP INC | $0 | 0.00% | 0 | -142 | -100.0% | -$1.67万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC | $0 | 0.00% | 0 | -118 | -100.0% | -$1.63万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -613 | -100.0% | -$1.61万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -823 | -100.0% | -$1.56万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | -795 | -100.0% | -$1.52万 | 清仓 |
| — | KENNEDY-WILSON HLDGS INC | $0 | 0.00% | 0 | -1,396 | -100.0% | -$1.52万 | 清仓 |
| — | ENVIRI CORP | $0 | 0.00% | 0 | -750 | -100.0% | -$1.49万 | 清仓 |
| GRFS | GRIFOLS S A F | $0 | 0.00% | 0 | -1,767 | -100.0% | -$1.46万 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES I | $0 | 0.00% | 0 | -346 | -100.0% | -$1.38万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -96 | -100.0% | -$1.37万 | 清仓 |
| — | ENTAIN PLC F | $0 | 0.00% | 0 | -1,705 | -100.0% | -$1.29万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$1.29万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -191 | -100.0% | -$1.24万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOL | $0 | 0.00% | 0 | -188 | -100.0% | -$1.18万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -182 | -100.0% | -$1.17万 | 清仓 |
| — | CLEARWATER ANALYTICS HLD | $0 | 0.00% | 0 | -485 | -100.0% | -$1.15万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -33 | -100.0% | -$1.12万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -145 | -100.0% | -$1.08万 | 清仓 |
| UHS | UNIVERSAL HEALTH SVCS IN | $0 | 0.00% | 0 | -61 | -100.0% | -$1.08万 | 清仓 |
| — | MISTER CAR WASH INC | $0 | 0.00% | 0 | -1,455 | -100.0% | -$1.01万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -444 | -100.0% | -$1.01万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -48 | -100.0% | -$9,470 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -80 | -100.0% | -$9,027 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -55 | -100.0% | -$8,934 | 清仓 |
| — | VERIS RESIDENTIAL IN REI | $0 | 0.00% | 0 | -443 | -100.0% | -$8,395 | 清仓 |
| CABO | CABLE ONE INC | $0 | 0.00% | 0 | -86 | -100.0% | -$8,321 | 清仓 |
| NICE | NICE LTD F | $0 | 0.00% | 0 | -72 | -100.0% | -$8,150 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -115 | -100.0% | -$7,972 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -312 | -100.0% | -$7,675 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -101 | -100.0% | -$7,641 | 清仓 |
| AMCR | AMCOR PLC F | $0 | 0.00% | 0 | -188 | -100.0% | -$7,507 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -177 | -100.0% | -$7,186 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -58 | -100.0% | -$7,146 | 清仓 |
| — | GOLDEN ENTMT INC | $0 | 0.00% | 0 | -257 | -100.0% | -$6,949 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$6,801 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$6,663 | 清仓 |
| MNDY | MONDAY COM LTD F | $0 | 0.00% | 0 | -97 | -100.0% | -$6,629 | 清仓 |
| — | MONOTARO CO LTD F | $0 | 0.00% | 0 | -597 | -100.0% | -$6,531 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -30 | -100.0% | -$5,860 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTION | $0 | 0.00% | 0 | -969 | -100.0% | -$5,804 | 清仓 |
| CLB | CORE LABORATORIES INC | $0 | 0.00% | 0 | -347 | -100.0% | -$5,667 | 清仓 |
| — | SUN CTRY AIRLS HLDGS INC | $0 | 0.00% | 0 | -336 | -100.0% | -$5,662 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOL | $0 | 0.00% | 0 | -81 | -100.0% | -$5,452 | 清仓 |
| — | JAPAN AIRLS LTD F | $0 | 0.00% | 0 | -656 | -100.0% | -$5,445 | 清仓 |
| LDOS | LEIDOS HLDGS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$5,241 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -129 | -100.0% | -$5,210 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -111 | -100.0% | -$4,560 | 清仓 |
| CLX | CLOROX CO | $0 | 0.00% | 0 | -42 | -100.0% | -$4,248 | 清仓 |
| SSTK | SHUTTERSTOCK INC | $0 | 0.00% | 0 | -256 | -100.0% | -$4,234 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$4,160 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -69 | -100.0% | -$3,666 | 清仓 |
| BDN | BRANDYWINE RLTY TR | $0 | 0.00% | 0 | -1,422 | -100.0% | -$3,655 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$3,563 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -66 | -100.0% | -$3,559 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -38 | -100.0% | -$3,216 | 清仓 |
| — | AUTOTRADER GROUP PLC F | $0 | 0.00% | 0 | -2,059 | -100.0% | -$3,191 | 清仓 |
| — | ASX LTD F | $0 | 0.00% | 0 | -57 | -100.0% | -$2,090 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -120 | -100.0% | -$1,349 | 清仓 |
| — | M3 INC F | $0 | 0.00% | 0 | -259 | -100.0% | -$1,336 | 清仓 |
| TRUP | TRUPANION INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,206 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,178 | 清仓 |
| — | SYSMEX CORP F | $0 | 0.00% | 0 | -123 | -100.0% | -$1,102 | 清仓 |
| — | WISE PLC F | $0 | 0.00% | 0 | -67 | -100.0% | -$840 | 清仓 |
| — | WHITBREAD PLC F | $0 | 0.00% | 0 | -104 | -100.0% | -$826 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$767 | 清仓 |
| MAT | MATTEL INC | $0 | 0.00% | 0 | -47 | -100.0% | -$675 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -5 | -100.0% | -$424 | 清仓 |
| — | JDE PEETS NV F | $0 | 0.00% | 0 | -23 | -100.0% | -$418 | 清仓 |
| DOX | AMDOCS LTD F | $0 | 0.00% | 0 | -4 | -100.0% | -$266 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HL | $0 | 0.00% | 0 | -2 | -100.0% | -$190 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -3 | -100.0% | -$169 | 清仓 |
| — | FIRST REP BK SAN FRA | $0 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | KINGOLD JEWELRY INC | $0 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | MONOGRAM TECHNOLOGIES IN | $0 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | CLOUD PEAK ENERGY | $0 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WALGREENS BOOTS ALLIANCE | $0 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $0 | 0.00% | 101 | 101 | — | — | 新建仓 |
| — | APELLIS PHARMACEUTICALS | $0 | 0.00% | 850 | 850 | — | — | 新建仓 |
| ANGI | ANGI INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC F | $11 | 0.00% | 4 | 0 | 0.0% | — | 不变 |