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 |
|---|---|---|---|---|---|---|---|---|
| IWO | ISHARES RUSSELL 2000 | $1.46万 | 0.00% | 46 | -2 | -4.2% | -$637 | 减仓 |
| — | MS&AD INSURANCE GROUP F | $1.46万 | 0.00% | 561 | 159 | 39.6% | $4,147 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.46万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GFF | GRIFFON CORP | $1.46万 | 0.00% | 204 | -77 | -27.4% | -$5,499 | 减仓 |
| GNW | GENWORTH FINL INC | $1.46万 | 0.00% | 1,736 | -1,270 | -42.2% | -$1.07万 | 减仓 |
| GRFS | GRIFOLS S A F | $1.46万 | 0.00% | 1,767 | 1,466 | 487.0% | $1.21万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $1.46万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.45万 | 0.00% | 105 | 42 | 66.7% | $5,820 | 加仓 |
| HUBG | HUB GROUP INC | $1.45万 | 0.00% | 397 | -57 | -12.6% | -$2,081 | 减仓 |
| XNCR | XENCOR INC | $1.45万 | 0.00% | 1,130 | 543 | 92.5% | $6,956 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $1.44万 | 0.00% | 776 | 181 | 30.4% | $3,368 | 加仓 |
| FOX | FOX CORP | $1.44万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| — | KDDI CORP F | $1.44万 | 0.00% | 848 | -508 | -37.5% | -$8,626 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS | $1.44万 | 0.00% | 301 | 121 | 67.2% | $5,783 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS I | $1.43万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | RECKITT BENCKISER GROU F | $1.43万 | 0.00% | 1,038 | 1,038 | — | $1.43万 | 新建仓 |
| NPK | NTNL PRESTO INDS INC | $1.43万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| — | SPIRAX GROUP PLC EQUIT F | $1.43万 | 0.00% | 307 | 234 | 320.5% | $1.09万 | 加仓 |
| TXT | TEXTRON INC | $1.43万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $1.43万 | 0.00% | 646 | -480 | -42.6% | -$1.06万 | 减仓 |
| MOD | MODINE MFG CO | $1.43万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL BRANDS PLC F | $1.43万 | 0.00% | 350 | -90 | -20.5% | -$3,665 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LT F | $1.42万 | 0.00% | 72 | 72 | — | $1.42万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $1.42万 | 0.00% | 229 | -143 | -38.4% | -$8,889 | 减仓 |
| SAFE | SAFEHOLD INC REIT | $1.42万 | 0.00% | 1,052 | 711 | 208.5% | $9,606 | 加仓 |
| LFUS | LITTELFUSE INC | $1.42万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $1.41万 | 0.00% | 62 | 51 | 463.6% | $1.16万 | 加仓 |
| ENTG | ENTEGRIS INC | $1.41万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| — | DANONE F | $1.41万 | 0.00% | 879 | -475 | -35.1% | -$7,605 | 减仓 |
| — | ROYAL KPN NV F | $1.40万 | 0.00% | 2,538 | 1,217 | 92.1% | $6,730 | 加仓 |
| ULTA | ULTA BEAUTY INC | $1.40万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP INC NEW | $1.39万 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| KOP | KOPPERS HLDGS INC | $1.39万 | 0.00% | 373 | 136 | 57.4% | $5,071 | 加仓 |
| PBH | PRESTIGE CONSUMER HEALTH | $1.39万 | 0.00% | 265 | -80 | -23.2% | -$4,198 | 减仓 |
| CW | CURTISS WRIGHT CORP | $1.39万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RES CORP | $1.39万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1.39万 | 0.00% | 395 | -98 | -19.9% | -$3,441 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME | $1.39万 | 0.00% | 267 | -173 | -39.3% | -$8,980 | 减仓 |
| DOW | DOW INC | $1.38万 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| XETYX | EV TAX-MANAGED DIV EQUIT | $1.38万 | 0.00% | 992 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. | $1.38万 | 0.00% | 421 | -22 | -5.0% | -$721 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES I | $1.38万 | 0.00% | 346 | 346 | — | $1.38万 | 新建仓 |
| VRSN | VERISIGN INC | $1.38万 | 0.00% | 53 | -46 | -46.5% | -$1.20万 | 减仓 |
| FFBC | FIRST FINL BANCORP OHIO | $1.38万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $1.37万 | 0.00% | 250 | -43 | -14.7% | -$2,365 | 减仓 |
| NTRA | NATERA INC | $1.37万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV F | $1.37万 | 0.00% | 334 | 334 | — | $1.37万 | 新建仓 |
| — | REPSOL S A F | $1.37万 | 0.00% | 487 | -155 | -24.1% | -$4,360 | 减仓 |
| PTC | PTC INC | $1.37万 | 0.00% | 96 | 74 | 336.4% | $1.06万 | 重新持有 |
| KALU | KAISER ALUM CORP | $1.37万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $1.37万 | 0.00% | 973 | 403 | 70.7% | $5,654 | 加仓 |
| SPSC | SPS COMM INC | $1.36万 | 0.00% | 242 | -19 | -7.3% | -$1,065 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMI | $1.36万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $1.35万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1.35万 | 0.00% | 76 | 45 | 145.2% | $8,002 | 加仓 |
| NBIS | NEBIUS GROUP N V A F | $1.35万 | 0.00% | 124 | 52 | 72.2% | $5,659 | 加仓 |
| — | LY CORP F | $1.35万 | 0.00% | 2,757 | 2,648 | 2,429.4% | $1.29万 | 加仓 |
| UI | UBIQUITI INC | $1.35万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | SHISEIDO LTD F | $1.34万 | 0.00% | 640 | 289 | 82.3% | $6,071 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.34万 | 0.00% | 486 | -701 | -59.1% | -$1.94万 | 减仓 |
| HAFC | HANMI FINL CORP | $1.34万 | 0.00% | 506 | 249 | 96.9% | $6,591 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS | $1.34万 | 0.00% | 196 | 173 | 752.2% | $1.18万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $1.34万 | 0.00% | 441 | 228 | 107.0% | $6,922 | 加仓 |
| — | MAKITA CORP F | $1.34万 | 0.00% | 397 | 219 | 123.0% | $7,385 | 加仓 |
| ROKU | ROKU INC | $1.34万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD F | $1.33万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.33万 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY COR | $1.33万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $1.33万 | 0.00% | 65 | 64 | 6,400.0% | $1.31万 | 加仓 |
| — | BRIDGESTONE CORP F | $1.32万 | 0.00% | 1,258 | -618 | -32.9% | -$6,470 | 减仓 |
| — | SNAM S P A F | $1.32万 | 0.00% | 860 | 365 | 73.7% | $5,590 | 加仓 |
| VCEL | VERICEL CORP | $1.31万 | 0.00% | 385 | -58 | -13.1% | -$1,980 | 减仓 |
| LH | LABCORP HLDGS INC | $1.31万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1.31万 | 0.00% | 109 | -22 | -16.8% | -$2,648 | 减仓 |
| IDXX | IDEXX LABS INC | $1.31万 | 0.00% | 23 | -28 | -54.9% | -$1.59万 | 减仓 |
| IMCV | ISHARES MORNINGSTAR | $1.30万 | 0.00% | 153 | -8 | -5.0% | -$681 | 减仓 |
| YELP | YELP INC | $1.30万 | 0.00% | 517 | 219 | 73.5% | $5,508 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $1.30万 | 0.00% | 684 | -952 | -58.2% | -$1.81万 | 减仓 |
| CCS | CENTURY CMNTYS INC | $1.30万 | 0.00% | 228 | -16 | -6.6% | -$912 | 减仓 |
| ES | EVERSOURCE ENERGY | $1.30万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR | $1.30万 | 0.00% | 668 | -219 | -24.7% | -$4,253 | 减仓 |
| MD | PEDIATRIX MEDICAL GR | $1.30万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| HOS | HELIX ENERGY SOLUTIONS G | $1.29万 | 0.00% | 1,347 | 369 | 37.7% | $3,546 | 加仓 |
| — | ENTAIN PLC F | $1.29万 | 0.00% | 1,705 | 918 | 116.6% | $6,949 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $1.29万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| — | UNICHARM CORP F | $1.29万 | 0.00% | 4,290 | -322 | -7.0% | -$966 | 减仓 |
| AVY | AVERY DENNISON CORP | $1.29万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $1.29万 | 0.00% | 1,168 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE | $1.28万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| — | SVENSKA HANDELSBANKEN F | $1.28万 | 0.00% | 1,915 | -1 | -0.1% | -$7 | 减仓 |
| SDGR | SCHRODINGER INC | $1.28万 | 0.00% | 1,102 | 687 | 165.5% | $7,955 | 加仓 |
| ONB | OLD NATL BANCORP IND | $1.27万 | 0.00% | 574 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $1.27万 | 0.00% | 143 | -58 | -28.9% | -$5,158 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $1.27万 | 0.00% | 502 | -446 | -47.0% | -$1.13万 | 减仓 |
| NWSA | NEWS CORP NEW | $1.27万 | 0.00% | 520 | -14 | -2.6% | -$342 | 减仓 |
| AMT | AMERICAN TOWER CORP NEW | $1.27万 | 0.00% | 73 | -293 | -80.1% | -$5.09万 | 减仓 |
| UA | UNDER ARMOUR INC | $1.27万 | 0.00% | 2,305 | 1,898 | 466.3% | $1.04万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.27万 | 0.00% | 799 | -45 | -5.3% | -$713 | 减仓 |
| — | CAPCOM CO LTD F | $1.26万 | 0.00% | 1,181 | 1,171 | 11,710.0% | $1.25万 | 加仓 |
| ARES | ARES MGMT CORP | $1.26万 | 0.00% | 123 | -14 | -10.2% | -$1,434 | 减仓 |