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 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | $2.41万 | 0.00% | 171 | -47 | -21.6% | -$6,618 | 减仓 |
| CARG | CARGURUS INC | $2.41万 | 0.00% | 685 | -138 | -16.8% | -$4,849 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC | $2.41万 | 0.00% | 1,794 | 836 | 87.3% | $1.12万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI | $2.40万 | 0.00% | 147 | -4 | -2.6% | -$654 | 减仓 |
| CME | CME GROUP INC | $2.40万 | 0.00% | 104 | -88 | -45.8% | -$2.03万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $2.40万 | 0.00% | 206 | 138 | 202.9% | $1.61万 | 加仓 |
| RACE | FERRARI N V NEW F | $2.40万 | 0.00% | 64 | 33 | 106.5% | $1.24万 | 加仓 |
| PGNY | PROGYNY INC | $2.40万 | 0.00% | 814 | 451 | 124.2% | $1.33万 | 加仓 |
| BOX | BOX INC | $2.40万 | 0.00% | 873 | -1,045 | -54.5% | -$2.87万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $2.39万 | 0.00% | 150 | -5 | -3.2% | -$796 | 减仓 |
| — | OTSUKA HLDGS CO LTD F | $2.38万 | 0.00% | 723 | -39 | -5.1% | -$1,285 | 减仓 |
| — | MITSUBISHI ESTATE LTD F | $2.38万 | 0.00% | 968 | -361 | -27.2% | -$8,881 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $2.38万 | 0.00% | 205 | -9 | -4.2% | -$1,045 | 减仓 |
| ZD | ZIFF DAVIS INC | $2.38万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F | $2.37万 | 0.00% | 69 | -33 | -32.4% | -$1.13万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $2.37万 | 0.00% | 129 | -11 | -7.9% | -$2,021 | 减仓 |
| HMC | HONDA MTR LTD F | $2.37万 | 0.00% | 869 | 779 | 865.6% | $2.12万 | 加仓 |
| CHD | CHURCH & DWIGHT INC | $2.36万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $2.36万 | 0.00% | 498 | -257 | -34.0% | -$1.22万 | 减仓 |
| ESLT | ELBIT SYSTEMS LTD F | $2.36万 | 0.00% | 31 | 1 | 3.3% | $760 | 加仓 |
| IT | GARTNER INC | $2.35万 | 0.00% | 176 | 134 | 319.0% | $1.79万 | 加仓 |
| PINS | PINTEREST INC | $2.35万 | 0.00% | 1,074 | 0 | 0.0% | — | 不变 |
| — | KUEHNE & NAGEL INTL AG F | $2.34万 | 0.00% | 474 | -128 | -21.3% | -$6,330 | 减仓 |
| GRBK | GREEN BRICK PARTNERS INC | $2.34万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RES INC | $2.34万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDS | $2.34万 | 0.00% | 229 | -114 | -33.2% | -$1.16万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $2.33万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| ALC | ALCON INC F | $2.33万 | 0.00% | 349 | -631 | -64.4% | -$4.22万 | 减仓 |
| CBRL | CRACKER BARREL OLD CTRY | $2.33万 | 0.00% | 423 | -150 | -26.2% | -$8,265 | 减仓 |
| EQNR | EQUINOR ASA F | $2.33万 | 0.00% | 746 | 377 | 102.2% | $1.18万 | 加仓 |
| SAH | SONIC AUTOMOTIVE INC | $2.33万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $2.32万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| — | AJINOMOTO CO INC F | $2.32万 | 0.00% | 612 | -189 | -23.6% | -$7,154 | 减仓 |
| SHOO | MADDEN STEVEN LTD | $2.32万 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTILITY INCOME | $2.32万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $2.31万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $2.31万 | 0.00% | 358 | 161 | 81.7% | $1.04万 | 加仓 |
| AGYS | AGILYSYS INC | $2.31万 | 0.00% | 212 | -134 | -38.7% | -$1.46万 | 减仓 |
| OVV | OVINTIV INC | $2.31万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2.31万 | 0.00% | 80 | -75 | -48.4% | -$2.16万 | 减仓 |
| UE | URBAN EDGE PPTYS | $2.30万 | 0.00% | 1,018 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $2.30万 | 0.00% | 1,796 | 1,647 | 1,105.4% | $2.11万 | 加仓 |
| AAMI | ACADIAN ASSET MGMT I | $2.30万 | 0.00% | 319 | 116 | 57.1% | $8,350 | 加仓 |
| FRPT | FRESHPET INC | $2.30万 | 0.00% | 410 | -206 | -33.4% | -$1.15万 | 减仓 |
| XLB | STATE STREET MATERIALS | $2.30万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | DISCO CORP F | $2.29万 | 0.00% | 477 | -297 | -38.4% | -$1.43万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $2.29万 | 0.00% | 78 | 61 | 358.8% | $1.79万 | 加仓 |
| EBC | EASTERN BANKSHARES I | $2.28万 | 0.00% | 1,008 | 1,008 | — | $2.28万 | 新建仓 |
| NX | QUANEX BLDG PRODS CORP | $2.28万 | 0.00% | 1,268 | -102 | -7.4% | -$1,834 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOOR | $2.28万 | 0.00% | 482 | -332 | -40.8% | -$1.57万 | 减仓 |
| OC | OWENS CORNING NEW | $2.27万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACT A | $2.27万 | 0.00% | 727 | 727 | — | $2.27万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY IN | $2.27万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| — | DELIVERY HERO SE F | $2.26万 | 0.00% | 5,499 | -51 | -0.9% | -$210 | 减仓 |
| MTH | MERITAGE HOMES CORP | $2.26万 | 0.00% | 277 | 48 | 21.0% | $3,914 | 加仓 |
| DUOL | DUOLINGO INC | $2.25万 | 0.00% | 186 | 144 | 342.9% | $1.75万 | 重新持有 |
| — | HERMES INTL SCA F | $2.25万 | 0.00% | 124 | 109 | 726.7% | $1.98万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $2.25万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| CVBF | CVB FINL CORP | $2.24万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| — | TERUMO CORP F | $2.24万 | 0.00% | 1,697 | -294 | -14.8% | -$3,884 | 减仓 |
| — | RWE AG F | $2.24万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES IN | $2.23万 | 0.00% | 1,233 | 0 | 0.0% | — | 不变 |
| — | BE SEMICONDUCTOR INDS F | $2.23万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INC | $2.22万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| — | FANUC CORP ADR F | $2.22万 | 0.00% | 989 | 272 | 37.9% | $6,104 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $2.22万 | 0.00% | 1,826 | -918 | -33.5% | -$1.12万 | 减仓 |
| CPAY | CORPAY INC | $2.22万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $2.21万 | 0.00% | 441 | 314 | 247.2% | $1.58万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $2.21万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| — | REA GROUP LTD F | $2.21万 | 0.00% | 920 | 920 | — | $2.21万 | 新建仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. | $2.21万 | 0.00% | 710 | -37 | -5.0% | -$1,151 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC F | $2.21万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| SHO | SUNSTONE HOTEL INVS INC | $2.21万 | 0.00% | 1,975 | -292 | -12.9% | -$3,262 | 减仓 |
| ILCV | ISHARES MORNINGSTAR | $2.21万 | 0.00% | 216 | -11 | -4.8% | -$1,123 | 减仓 |
| AME | AMETEK INC NEW | $2.21万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES MORNINGSTAR | $2.20万 | 0.00% | 228 | -11 | -4.6% | -$1,064 | 减仓 |
| — | AIB GROUP PLC F | $2.20万 | 0.00% | 941 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $2.20万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $2.20万 | 0.00% | 324 | 83 | 34.4% | $5,631 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $2.19万 | 0.00% | 130 | 130 | — | $2.19万 | 新建仓 |
| IRM | IRON MTN INC NEW | $2.19万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| — | DAIICHI SANKYO CO LTD F | $2.19万 | 0.00% | 1,373 | 1,339 | 3,938.2% | $2.14万 | 加仓 |
| AGNT | AGNT, INC. | $2.19万 | 0.00% | 3,848 | 3,397 | 753.2% | $1.93万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $2.19万 | 0.00% | 451 | -70 | -13.4% | -$3,395 | 减仓 |
| — | DIMENSIONAL US HIGH | $2.18万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $2.17万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $2.17万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $2.16万 | 0.00% | 370 | 128 | 52.9% | $7,461 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $2.15万 | 0.00% | 1,267 | -1,600 | -55.8% | -$2.72万 | 减仓 |
| EQT | EQT CORP | $2.15万 | 0.00% | 409 | -1 | -0.2% | -$52 | 减仓 |
| CXM | SPRINKLR INC | $2.15万 | 0.00% | 4,032 | 3,675 | 1,029.4% | $1.96万 | 加仓 |
| DTM | DT MIDSTREAM INC | $2.14万 | 0.00% | 149 | -10 | -6.3% | -$1,438 | 减仓 |
| SUI | SUN CMNTYS INC | $2.14万 | 0.00% | 177 | -15 | -7.8% | -$1,812 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 | $2.13万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | TECHTRONIC INDS LTD F | $2.13万 | 0.00% | 255 | -22 | -7.9% | -$1,836 | 减仓 |
| ICHR | ICHOR HLDGS LTD F | $2.12万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $2.12万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| — | ADYEN N V F | $2.12万 | 0.00% | 2,218 | 168 | 8.2% | $1,608 | 加仓 |
| — | SINGAPORE EXCHANGE LTD F | $2.12万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| CNR | CORE NAT RES INC | $2.12万 | 0.00% | 273 | -255 | -48.3% | -$1.98万 | 减仓 |