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 |
|---|---|---|---|---|---|---|---|---|
| EWBC | EAST WEST BANCORP | $1.87万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CRH | CRH PUBLIC LIMITED CO F | $1.86万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $1.86万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $1.86万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $1.86万 | 0.00% | 301 | -68 | -18.4% | -$4,199 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC | $1.85万 | 0.00% | 558 | 0 | 0.0% | — | 不变 |
| EYE | NTNL VISION HLDGS IN | $1.84万 | 0.00% | 971 | 283 | 41.1% | $5,377 | 加仓 |
| KVUE | KENVUE INC | $1.84万 | 0.00% | 953 | -772 | -44.8% | -$1.49万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $1.84万 | 0.00% | 221 | 221 | — | $1.84万 | 新建仓 |
| PSA | PUBLIC STORAGE | $1.84万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $1.84万 | 0.00% | 2,774 | 2,384 | 611.3% | $1.58万 | 加仓 |
| RNST | RENASANT CORP | $1.83万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1.83万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.83万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | PUBLICIS S A NEW F | $1.83万 | 0.00% | 765 | 595 | 350.0% | $1.42万 | 加仓 |
| — | TOYOTA TSUSHO CORP ADR F | $1.83万 | 0.00% | 975 | 975 | — | $1.83万 | 新建仓 |
| AWR | AMERICAN STS WTR CO | $1.83万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| — | NOMURA RESH INST LTD F | $1.82万 | 0.00% | 637 | 272 | 74.5% | $7,793 | 加仓 |
| NTRA | NATERA INC | $1.82万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | KIRIN HLDGS CO LTD F | $1.82万 | 0.00% | 1,063 | -488 | -31.5% | -$8,345 | 减仓 |
| — | ALPS EMERGING SECTOR | $1.81万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $1.81万 | 0.00% | 329 | 262 | 391.0% | $1.44万 | 加仓 |
| LFUS | LITTELFUSE INC | $1.81万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP F | $1.80万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| STC | STEWART INFORMATION SVCS | $1.80万 | 0.00% | 267 | -242 | -47.5% | -$1.64万 | 减仓 |
| — | TELENOR ASA F | $1.80万 | 0.00% | 1,271 | 1,046 | 464.9% | $1.48万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $1.80万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 | $1.80万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAP MGMT INC | $1.80万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC F | $1.80万 | 0.00% | 649 | -740 | -53.3% | -$2.05万 | 减仓 |
| VUSB | VANGUARD ULTRA-SHORT | $1.80万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $1.79万 | 0.00% | 1,305 | -580 | -30.8% | -$7,975 | 减仓 |
| FUL | FULLER H B CO | $1.78万 | 0.00% | 311 | 113 | 57.1% | $6,473 | 加仓 |
| HUBG | HUB GROUP INC | $1.78万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| OFG | OFG BANCORP F | $1.78万 | 0.00% | 354 | 92 | 35.1% | $4,614 | 重新持有 |
| TBBK | BANCORP INC DEL | $1.77万 | 0.00% | 275 | -263 | -48.9% | -$1.70万 | 减仓 |
| GNTX | GENTEX CORP | $1.77万 | 0.00% | 719 | -8 | -1.1% | -$197 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $1.77万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| — | ROYAL KPN NV F | $1.77万 | 0.00% | 3,689 | 1,151 | 45.4% | $5,525 | 加仓 |
| ARI | APOLLO COML REAL ESTATE | $1.77万 | 0.00% | 1,679 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $1.77万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LT F | $1.77万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM I | $1.77万 | 0.00% | 450 | 186 | 70.5% | $7,302 | 重新持有 |
| CVNA | CARVANA CO | $1.76万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $1.76万 | 0.00% | 598 | -362 | -37.7% | -$1.07万 | 减仓 |
| CCK | CROWN HLDGS INC | $1.76万 | 0.00% | 158 | -2 | -1.2% | -$223 | 减仓 |
| FTGC | FIRST TRUST GLOBAL | $1.76万 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.75万 | 0.00% | 217 | -210 | -49.2% | -$1.70万 | 减仓 |
| MPT | MEDICAL PPTYS TR INC | $1.75万 | 0.00% | 3,819 | -3,377 | -46.9% | -$1.55万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDG | $1.75万 | 0.00% | 486 | 316 | 185.9% | $1.14万 | 加仓 |
| VCEL | VERICEL CORP | $1.74万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| ANDE | ANDERSONS INC | $1.74万 | 0.00% | 258 | -19 | -6.9% | -$1,280 | 减仓 |
| FHN | FIRST HORIZON CORP | $1.73万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC F | $1.73万 | 0.00% | 227 | 227 | — | $1.73万 | 新建仓 |
| CENTA | CENTRAL GARDEN & PET CO | $1.73万 | 0.00% | 445 | -195 | -30.5% | -$7,560 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $1.72万 | 0.00% | 1,536 | -210 | -12.0% | -$2,358 | 减仓 |
| OWL | BLUE OWL CAP INC | $1.72万 | 0.00% | 1,991 | 1,991 | — | $1.72万 | 新建仓 |
| NTNX | NUTANIX INC | $1.71万 | 0.00% | 334 | 334 | — | $1.71万 | 新建仓 |
| TRMK | TRUSTMARK CORP | $1.70万 | 0.00% | 362 | 0 | 0.0% | — | 不变 |
| ARES | ARES MGMT CORP | $1.70万 | 0.00% | 150 | 27 | 22.0% | $3,068 | 加仓 |
| OI | O-I GLASS INC | $1.70万 | 0.00% | 1,773 | 896 | 102.2% | $8,593 | 加仓 |
| FFBC | FIRST FINL BANCORP OHIO | $1.70万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC | $1.70万 | 0.00% | 95 | -40 | -29.6% | -$7,146 | 减仓 |
| — | INPEX CORP F | $1.69万 | 0.00% | 866 | -1 | -0.1% | -$20 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1.69万 | 0.00% | 69 | 7 | 11.3% | $1,719 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $1.69万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP | $1.69万 | 0.00% | 182 | -402 | -68.8% | -$3.74万 | 减仓 |
| — | EV SENIOR FLOATING RATE | $1.69万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1.69万 | 0.00% | 14 | -3 | -17.6% | -$3,620 | 减仓 |
| REX | REX AMERICAN RES CORP | $1.69万 | 0.00% | 371 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC F | $1.68万 | 0.00% | 928 | -376 | -28.8% | -$6,821 | 减仓 |
| MTX | MINERALS TECHNOLOGIES IN | $1.68万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.68万 | 0.00% | 168 | -32 | -16.0% | -$3,202 | 减仓 |
| MLM | MARTIN MARIETTA MATLS IN | $1.68万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | KOMATSU LTD F | $1.68万 | 0.00% | 437 | 176 | 67.4% | $6,764 | 加仓 |
| HAFC | HANMI FINL CORP | $1.68万 | 0.00% | 506 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD F | $1.68万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $1.68万 | 0.00% | 921 | 67 | 7.8% | $1,219 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $1.67万 | 0.00% | 624 | -70 | -10.1% | -$1,875 | 减仓 |
| — | TOPBUILD CORP | $1.67万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| KOP | KOPPERS HLDGS INC | $1.66万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| — | SUNTORY BEVERAGE & FOO F | $1.66万 | 0.00% | 1,214 | 758 | 166.2% | $1.04万 | 加仓 |
| VGNT | VERSIGENT LTD F | $1.66万 | 0.00% | 397 | 342 | 621.8% | $1.43万 | 加仓 |
| — | INFORMA PLC F | $1.66万 | 0.00% | 681 | 598 | 720.5% | $1.46万 | 加仓 |
| — | SMC CORP JAPAN F | $1.66万 | 0.00% | 714 | -450 | -38.7% | -$1.04万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS I | $1.65万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| STAA | STAAR SURGICAL CO | $1.65万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| — | VESTAS WIND SYS A/S F | $1.65万 | 0.00% | 1,746 | -1 | -0.1% | -$9 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD | $1.65万 | 0.00% | 1,044 | 0 | 0.0% | — | 不变 |
| SAFE | SAFEHOLD INC REIT | $1.65万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| — | CELLNEX TELECOM S A F | $1.64万 | 0.00% | 1,132 | -233 | -17.1% | -$3,383 | 减仓 |
| TPR | TAPESTRY INC | $1.64万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.64万 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| IOSP | INNOSPEC INC | $1.64万 | 0.00% | 200 | 110 | 122.2% | $8,995 | 重新持有 |
| TILE | INTERFACE INC | $1.64万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| — | FORTESCUE METALS GROUP F | $1.63万 | 0.00% | 640 | 211 | 49.2% | $5,389 | 加仓 |
| NI | NISOURCE INC | $1.63万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| — | HOLCIM LTD NEW F | $1.63万 | 0.00% | 909 | 62 | 7.3% | $1,111 | 重新持有 |
| HRL | HORMEL FOODS CORP | $1.62万 | 0.00% | 653 | 7 | 1.1% | $174 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.62万 | 0.00% | 321 | -66 | -17.1% | -$3,331 | 减仓 |