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 |
|---|---|---|---|---|---|---|---|---|
| — | OVERSEA-CHINESE BKG CO F | $2.81万 | 0.00% | 738 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL | $2.81万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC | $2.81万 | 0.00% | 682 | -5 | -0.7% | -$206 | 减仓 |
| DOV | DOVER CORP | $2.80万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| — | EPIROC AKTIEBOLAG F | $2.80万 | 0.00% | 1,051 | -344 | -24.7% | -$9,168 | 减仓 |
| SE | SEA LTD F | $2.79万 | 0.00% | 273 | -47 | -14.7% | -$4,809 | 减仓 |
| INGR | INGREDION INC | $2.79万 | 0.00% | 292 | 292 | — | $2.79万 | 新建仓 |
| NMIH | NMI HLDGS INC | $2.79万 | 0.00% | 680 | -333 | -32.9% | -$1.37万 | 减仓 |
| EFIV | STATE STREET SPDR S&P | $2.78万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $2.78万 | 0.00% | 370 | -182 | -33.0% | -$1.37万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $2.77万 | 0.00% | 281 | 14 | 5.2% | $1,382 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2.77万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | COMPUTERSHARE LTD F | $2.76万 | 0.00% | 1,035 | 986 | 2,012.2% | $2.63万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $2.76万 | 0.00% | 1,152 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLD | $2.76万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| — | SUNCORP GROUP LTD F | $2.75万 | 0.00% | 2,063 | 123 | 6.3% | $1,642 | 加仓 |
| — | STELLAR BANCORP INC XXX | $2.75万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HLDGS LTD F | $2.75万 | 0.00% | 978 | 930 | 1,937.5% | $2.62万 | 加仓 |
| INTU | INTUIT | $2.75万 | 0.00% | 103 | -197 | -65.7% | -$5.26万 | 减仓 |
| H | HYATT HOTELS CORP | $2.75万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| GPK | GRAPHIC PACKAGING HLDG C | $2.74万 | 0.00% | 2,584 | 2,002 | 344.0% | $2.12万 | 加仓 |
| LAUR | LAUREATE ED INC | $2.73万 | 0.00% | 732 | -660 | -47.4% | -$2.46万 | 减仓 |
| — | MS&AD INSURANCE GROUP F | $2.73万 | 0.00% | 1,020 | 459 | 81.8% | $1.23万 | 加仓 |
| ETG | EV TAX ADV GLOBAL DIVIDE | $2.73万 | 0.00% | 1,162 | 0 | 0.0% | — | 不变 |
| — | KDDI CORP F | $2.73万 | 0.00% | 1,667 | 819 | 96.6% | $1.34万 | 加仓 |
| TRN | TRINITY INDS INC | $2.72万 | 0.00% | 802 | -305 | -27.6% | -$1.03万 | 减仓 |
| MBC | MASTERBRAND INC | $2.70万 | 0.00% | 2,708 | 2,600 | 2,407.4% | $2.59万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $2.70万 | 0.00% | 1,303 | 877 | 205.9% | $1.82万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $2.70万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $2.70万 | 0.00% | 811 | 0 | 0.0% | — | 不变 |
| PID | INVESCO INTERNATIONAL | $2.69万 | 0.00% | 1,212 | 0 | 0.0% | — | 不变 |
| ERIE | ERIE INDTY CO | $2.69万 | 0.00% | 108 | 108 | — | $2.69万 | 新建仓 |
| PLMR | PALOMAR HLDGS INC | $2.69万 | 0.00% | 201 | 15 | 8.1% | $2,005 | 加仓 |
| TLT | ISHARES 20 YEAR | $2.69万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 | $2.68万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO RLTY CORP | $2.68万 | 0.00% | 1,068 | 0 | 0.0% | — | 不变 |
| — | TELSTRA GROUP LTD F | $2.68万 | 0.00% | 1,542 | -2 | -0.1% | -$35 | 减仓 |
| BJRI | BJS RESTAURANTS INC | $2.68万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| ASTE | ASTEC INDS INC | $2.68万 | 0.00% | 445 | -60 | -11.9% | -$3,607 | 减仓 |
| OPLN | OPENLANE INC | $2.66万 | 0.00% | 661 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $2.66万 | 0.00% | 668 | -157 | -19.0% | -$6,244 | 减仓 |
| — | ENDESA S A F | $2.65万 | 0.00% | 1,187 | -1 | -0.1% | -$22 | 减仓 |
| INSW | INTERNTNL SEAWAYS IN F | $2.64万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP P R F | $2.63万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| — | COMPAGNIE DE ST GOBAIN F | $2.63万 | 0.00% | 1,472 | 1,444 | 5,157.1% | $2.58万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS IN | $2.63万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| — | MITSUI & CO LTD F | $2.63万 | 0.00% | 47 | -28 | -37.3% | -$1.57万 | 减仓 |
| PFG | PRINCIPAL FINL GROUP INC | $2.63万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICAL | $2.62万 | 0.00% | 42 | -16 | -27.6% | -$9,995 | 减仓 |
| SRE | SEMPRA | $2.62万 | 0.00% | 287 | -31 | -9.7% | -$2,832 | 减仓 |
| QDEL | QUIDELORTHO CORP | $2.62万 | 0.00% | 1,464 | -315 | -17.7% | -$5,633 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $2.62万 | 0.00% | 811 | 680 | 519.1% | $2.19万 | 加仓 |
| FTCS | FIRST TRUST CAPITAL | $2.61万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $2.60万 | 0.00% | 431 | -215 | -33.3% | -$1.30万 | 减仓 |
| BANC | BANC CALIF INC | $2.60万 | 0.00% | 1,265 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $2.60万 | 0.00% | 1,197 | 985 | 464.6% | $2.14万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2.59万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS I | $2.59万 | 0.00% | 185 | 77 | 71.3% | $1.08万 | 加仓 |
| ALV | AUTOLIV INC | $2.58万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| — | SOMPO HLDGS INC F | $2.58万 | 0.00% | 1,316 | 396 | 43.0% | $7,773 | 加仓 |
| — | IMPERIAL BRANDS PLC F | $2.58万 | 0.00% | 699 | 349 | 99.7% | $1.29万 | 加仓 |
| ELF | E L F BEAUTY INC | $2.58万 | 0.00% | 327 | 227 | 227.0% | $1.79万 | 加仓 |
| — | QBE INS GROUP LTD F | $2.57万 | 0.00% | 1,486 | 378 | 34.1% | $6,547 | 加仓 |
| FULT | FULTON FINL CORP PA | $2.57万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDGS INC | $2.57万 | 0.00% | 305 | -264 | -46.4% | -$2.22万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $2.56万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL | $2.56万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| — | BANKINTER S A F | $2.56万 | 0.00% | 1,520 | -431 | -22.1% | -$7,258 | 减仓 |
| CBRE | CBRE GROUP INC | $2.56万 | 0.00% | 185 | -31 | -14.4% | -$4,287 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $2.56万 | 0.00% | 39 | 39 | — | $2.56万 | 新建仓 |
| NHC | NTNL HEALTHCARE CORP | $2.55万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | DAIKIN INDS LTD F | $2.55万 | 0.00% | 1,677 | 399 | 31.2% | $6,073 | 加仓 |
| CSGP | COSTAR GROUP INC | $2.55万 | 0.00% | 868 | 449 | 107.2% | $1.32万 | 加仓 |
| IOT | SAMSARA INC | $2.55万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $2.55万 | 0.00% | 198 | -92 | -31.7% | -$1.18万 | 减仓 |
| HFWA | HERITAGE FINL CORP WASH | $2.55万 | 0.00% | 842 | 0 | 0.0% | — | 不变 |
| — | CHUGAI PHARMACEUTICALS F | $2.54万 | 0.00% | 1,138 | -105 | -8.4% | -$2,341 | 减仓 |
| KNTK | KINETIK HLDGS INC | $2.53万 | 0.00% | 532 | -11 | -2.0% | -$524 | 减仓 |
| PCG | PG&E CORP | $2.53万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $2.53万 | 0.00% | 47 | 24 | 104.3% | $1.29万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $2.52万 | 0.00% | 833 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $2.51万 | 0.00% | 4,250 | 4,141 | 3,799.1% | $2.44万 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $2.49万 | 0.00% | 2,222 | 1,297 | 140.2% | $1.46万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $2.49万 | 0.00% | 1,444 | -843 | -36.9% | -$1.45万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP NEW | $2.49万 | 0.00% | 871 | 871 | — | $2.49万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $2.49万 | 0.00% | 95 | 63 | 196.9% | $1.65万 | 加仓 |
| WRBY | WARBY PARKER INC | $2.48万 | 0.00% | 846 | 846 | — | $2.48万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $2.48万 | 0.00% | 783 | -429 | -35.4% | -$1.36万 | 减仓 |
| DOCU | DOCUSIGN INC | $2.48万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $2.45万 | 0.00% | 940 | -165 | -14.9% | -$4,308 | 减仓 |
| CRGY | CRESCENT ENERGY CO | $2.45万 | 0.00% | 2,591 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD F | $2.45万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| — | RENESAS ELECTRONICS CO F | $2.45万 | 0.00% | 1,594 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HLDG | $2.45万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | AKZO NOBEL N V F | $2.45万 | 0.00% | 1,085 | -208 | -16.1% | -$4,688 | 减仓 |
| CLH | CLEAN HBRS INC | $2.44万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | CLP HLDGS LTD F | $2.44万 | 0.00% | 2,580 | 1,863 | 259.8% | $1.76万 | 加仓 |
| LQDT | LIQUIDITY SVCS INC | $2.43万 | 0.00% | 628 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $2.43万 | 0.00% | 362 | -123 | -25.4% | -$8,245 | 减仓 |
| GWW | GRAINGER W W INC | $2.41万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |