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 |
|---|---|---|---|---|---|---|---|---|
| — | SAMPO OYJ F | $1.62万 | 0.00% | 772 | 475 | 159.9% | $9,956 | 加仓 |
| XGDVX | GABELLI DIVIDEND & INCOM | $1.61万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROU | $1.61万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCS INC | $1.61万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $1.61万 | 0.00% | 396 | 268 | 209.4% | $1.09万 | 加仓 |
| NWL | NEWELL BRANDS INC | $1.61万 | 0.00% | 2,729 | 358 | 15.1% | $2,109 | 加仓 |
| TEAM | ATLASSIAN CORP | $1.61万 | 0.00% | 193 | 33 | 20.6% | $2,745 | 加仓 |
| RVTY | REVVITY INC | $1.60万 | 0.00% | 142 | -1 | -0.7% | -$113 | 减仓 |
| MD | PEDIATRIX MEDICAL GR | $1.60万 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $1.60万 | 0.00% | 769 | 769 | — | $1.60万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $1.60万 | 0.00% | 619 | 500 | 420.2% | $1.29万 | 重新持有 |
| — | GALAXY ENTMT GROUP LTD F | $1.59万 | 0.00% | 832 | -55 | -6.2% | -$1,053 | 减仓 |
| GDDY | GODADDY INC | $1.59万 | 0.00% | 183 | 90 | 96.8% | $7,822 | 重新持有 |
| MOD | MODINE MFG CO | $1.59万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | RESONA HLDGS INC F | $1.59万 | 0.00% | 596 | -361 | -37.7% | -$9,620 | 减仓 |
| FN | FABRINET F | $1.59万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC F | $1.59万 | 0.00% | 546 | -308 | -36.1% | -$8,947 | 减仓 |
| KD | KYNDRYL HLDGS INC | $1.58万 | 0.00% | 1,319 | 0 | 0.0% | — | 不变 |
| TALO | TALOS ENERGY INC | $1.58万 | 0.00% | 1,173 | 223 | 23.5% | $3,004 | 加仓 |
| PCEF | INVESCO CEF INCOME | $1.58万 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| — | JAPAN POST BK CO LTD F | $1.57万 | 0.00% | 814 | -1,705 | -67.7% | -$3.29万 | 减仓 |
| — | PRYSMIAN SPA F | $1.57万 | 0.00% | 192 | 20 | 11.6% | $1,633 | 加仓 |
| USB | US BANCORP DEL | $1.57万 | 0.00% | 253 | -415 | -62.1% | -$2.57万 | 减仓 |
| ERIC | ERICSSON F | $1.57万 | 0.00% | 1,442 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS IN | $1.57万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | SIEMENS HEALTHINEERS A F | $1.57万 | 0.00% | 801 | 639 | 394.4% | $1.25万 | 加仓 |
| — | TELE2 AB F | $1.57万 | 0.00% | 1,867 | 221 | 13.4% | $1,854 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.56万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS AND RES | $1.56万 | 0.00% | 331 | 128 | 63.1% | $6,031 | 重新持有 |
| — | KESKO OYJ F | $1.56万 | 0.00% | 1,426 | -565 | -28.4% | -$6,175 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $1.56万 | 0.00% | 355 | 305 | 610.0% | $1.34万 | 加仓 |
| — | NOVONESIS A S F | $1.55万 | 0.00% | 246 | 187 | 316.9% | $1.18万 | 加仓 |
| — | BANDAI NAMCO HLDGS INC F | $1.55万 | 0.00% | 1,319 | 329 | 33.2% | $3,872 | 加仓 |
| MSTR | STRATEGY INC | $1.55万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $1.55万 | 0.00% | 223 | 91 | 68.9% | $6,320 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1.55万 | 0.00% | 105 | -8 | -7.1% | -$1,178 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $1.54万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| PDFS | PDF SOLUTIONS INC | $1.54万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ARCB | ARCBEST CORP | $1.54万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC F | $1.54万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| — | KONE OYJ F | $1.54万 | 0.00% | 539 | -329 | -37.9% | -$9,370 | 减仓 |
| — | AVOLTA AG F | $1.53万 | 0.00% | 2,317 | 1,171 | 102.2% | $7,752 | 加仓 |
| — | SOUTH32 LTD F | $1.53万 | 0.00% | 1,036 | -153 | -12.9% | -$2,261 | 减仓 |
| — | DNB BK ASA F | $1.53万 | 0.00% | 516 | -434 | -45.7% | -$1.29万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $1.53万 | 0.00% | 467 | 467 | — | $1.53万 | 新建仓 |
| STRA | STRATEGIC ED INC | $1.53万 | 0.00% | 193 | -125 | -39.3% | -$9,899 | 减仓 |
| MORN | MORNINGSTAR INC | $1.52万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | PAN PAC INTL HLDGS COR F | $1.52万 | 0.00% | 1,560 | -382 | -19.7% | -$3,724 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $1.52万 | 0.00% | 50 | 47 | 1,566.7% | $1.43万 | 加仓 |
| EIPI | FT ENERGY INCOME | $1.52万 | 0.00% | 704 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $1.52万 | 0.00% | 81 | -11 | -12.0% | -$2,065 | 减仓 |
| ENR | ENERGIZER HLDGS INC NEW | $1.52万 | 0.00% | 692 | 321 | 86.5% | $7,043 | 加仓 |
| THG | HANOVER INS GROUP INC | $1.52万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. | $1.52万 | 0.00% | 400 | -21 | -5.0% | -$796 | 减仓 |
| — | QANTAS AIRWAYS LTD F | $1.52万 | 0.00% | 416 | 412 | 10,300.0% | $1.50万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.52万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON P F | $1.51万 | 0.00% | 55 | 52 | 1,733.3% | $1.43万 | 加仓 |
| AMR | ALPHA METALLURGICAL RES | $1.51万 | 0.00% | 96 | -34 | -26.2% | -$5,351 | 减仓 |
| BR | BROADRIDGE FINL SOLUTION | $1.51万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO SENIOR LOAN ETF | $1.51万 | 0.00% | 740 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP INC NEW | $1.51万 | 0.00% | 1,348 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $1.51万 | 0.00% | 574 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC | $1.50万 | 0.00% | 56 | -57 | -50.4% | -$1.53万 | 减仓 |
| — | AVIVA PLC F | $1.50万 | 0.00% | 864 | -566 | -39.6% | -$9,832 | 减仓 |
| ACGL | ARCH CAPITAL GROUP LTD F | $1.50万 | 0.00% | 152 | -134 | -46.9% | -$1.32万 | 减仓 |
| NEOG | NEOGEN CORP | $1.50万 | 0.00% | 1,606 | 0 | 0.0% | — | 不变 |
| — | BRAMBLES LTD F | $1.49万 | 0.00% | 555 | -626 | -53.0% | -$1.68万 | 减仓 |
| OKE | ONEOK INC NEW | $1.49万 | 0.00% | 174 | -2 | -1.1% | -$171 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMI | $1.49万 | 0.00% | 491 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $1.49万 | 0.00% | 31 | 31 | — | $1.49万 | 新建仓 |
| TXT | TEXTRON INC | $1.49万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $1.49万 | 0.00% | 75 | -18 | -19.4% | -$3,572 | 减仓 |
| AAL | AMERICAN AIRLS GROUP INC | $1.49万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.48万 | 0.00% | 720 | 720 | — | $1.48万 | 新建仓 |
| SLB | SLB LIMITED F | $1.48万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| NSP | INSPERITY INC | $1.48万 | 0.00% | 335 | 257 | 329.5% | $1.13万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.47万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| ROCK | GIBRALTAR INDS INC | $1.47万 | 0.00% | 325 | 118 | 57.0% | $5,347 | 重新持有 |
| EPAC | ENERPAC TOOL GROUP CORP | $1.47万 | 0.00% | 421 | -444 | -51.3% | -$1.55万 | 减仓 |
| — | TESCO PLC F | $1.47万 | 0.00% | 795 | -1,015 | -56.1% | -$1.87万 | 减仓 |
| — | EISAI CO LTD F | $1.47万 | 0.00% | 2,327 | 12 | 0.5% | $76 | 加仓 |
| IHG | INTERCONTINENTAL HOTEL F | $1.47万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL INC | $1.46万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| — | BIOLIFE SOLUTIONS INC | $1.46万 | 0.00% | 513 | 472 | 1,151.2% | $1.34万 | 加仓 |
| — | DAITO TR CONSTR CO LTD F | $1.46万 | 0.00% | 3,046 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.45万 | 0.00% | 106 | -81 | -43.3% | -$1.11万 | 减仓 |
| VTRS | VIATRIS INC | $1.45万 | 0.00% | 896 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $1.45万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $1.45万 | 0.00% | 157 | 157 | — | $1.45万 | 新建仓 |
| AER | AERCAP HOLDINGS N V F | $1.45万 | 0.00% | 102 | 40 | 64.5% | $5,677 | 加仓 |
| XETYX | EV TAX-MANAGED DIV EQUIT | $1.45万 | 0.00% | 992 | 0 | 0.0% | — | 不变 |
| — | KONGSBERG GRUPPEN ASA F | $1.44万 | 0.00% | 933 | -936 | -50.1% | -$1.45万 | 减仓 |
| — | UNITED OVERSEAS BK LTD F | $1.44万 | 0.00% | 235 | -238 | -50.3% | -$1.46万 | 减仓 |
| FYX | FIRST TRUST SMALL CAP | $1.44万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW F | $1.43万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC F | $1.43万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| — | WHITESTONE REIT | $1.42万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $1.42万 | 0.00% | 340 | 40 | 13.3% | $1,676 | 加仓 |
| P | EVERPURE INC | $1.42万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | KONINKLIJKE AHOLD DELH F | $1.42万 | 0.00% | 353 | -255 | -41.9% | -$1.02万 | 减仓 |