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 |
|---|---|---|---|---|---|---|---|---|
| CSQ | CALAMOS STRATEGIC TOTAL | $1.42万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES H F | $1.42万 | 0.00% | 304 | 0 | 0.0% | — | 不变 |
| — | LASERTEC CORP F | $1.41万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.41万 | 0.00% | 125 | -2 | -1.6% | -$226 | 减仓 |
| LFST | LIFESTANCE HEALTH GROUP | $1.41万 | 0.00% | 1,232 | 1,232 | — | $1.41万 | 新建仓 |
| IMCV | ISHARES MORNINGSTAR | $1.41万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $1.41万 | 0.00% | 536 | 19 | 3.7% | $499 | 加仓 |
| AKR | ACADIA RLTY TR | $1.41万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INS GROUP INC | $1.41万 | 0.00% | 105 | -137 | -56.6% | -$1.83万 | 减仓 |
| — | UPM KYMMENE CORP F | $1.40万 | 0.00% | 543 | -211 | -28.0% | -$5,450 | 减仓 |
| — | MAKITA CORP F | $1.40万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| — | LY CORP F | $1.40万 | 0.00% | 2,672 | -85 | -3.1% | -$445 | 减仓 |
| CRL | CHARLES RIV LABORATORIES | $1.40万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1.39万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME | $1.39万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $1.39万 | 0.00% | 1,458 | -1,203 | -45.2% | -$1.15万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.39万 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| — | NEXON CO LTD F | $1.39万 | 0.00% | 1,031 | 907 | 731.5% | $1.22万 | 加仓 |
| NBTB | NBT BANCORP INC | $1.39万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| — | LEONARDO SPA F | $1.38万 | 0.00% | 498 | -285 | -36.4% | -$7,923 | 减仓 |
| — | SVENSKA HANDELSBANKEN F | $1.38万 | 0.00% | 1,912 | -3 | -0.2% | -$22 | 减仓 |
| WKC | WORLD KINECT CORP | $1.38万 | 0.00% | 415 | 353 | 569.4% | $1.18万 | 加仓 |
| — | KINGSPAN GROUP PLC F | $1.38万 | 0.00% | 155 | 87 | 127.9% | $7,765 | 加仓 |
| SN | SHARKNINJA INC F | $1.38万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $1.38万 | 0.00% | 176 | 176 | — | $1.38万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $1.37万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| NPK | NTNL PRESTO INDS INC | $1.37万 | 0.00% | 111 | 10 | 9.9% | $1,234 | 加仓 |
| FMS | FRESENIUS MED CARE AG F | $1.37万 | 0.00% | 598 | -277 | -31.7% | -$6,332 | 减仓 |
| VYX | NCR VOYIX CORP | $1.36万 | 0.00% | 1,604 | 1,502 | 1,472.5% | $1.28万 | 加仓 |
| — | HEINEKEN HLDG N V F | $1.36万 | 0.00% | 357 | -367 | -50.7% | -$1.40万 | 减仓 |
| — | ASICS CORP F | $1.36万 | 0.00% | 511 | -547 | -51.7% | -$1.46万 | 减仓 |
| CRK | COMSTOCK RES INC | $1.36万 | 0.00% | 924 | 124 | 15.5% | $1,820 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $1.36万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $1.35万 | 0.00% | 904 | -94 | -9.4% | -$1,407 | 重新持有 |
| ES | EVERSOURCE ENERGY | $1.35万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $1.35万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | EBARA CORP F | $1.35万 | 0.00% | 706 | 318 | 82.0% | $6,064 | 加仓 |
| BKR | BAKER HUGHES CO. A | $1.35万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $1.35万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $1.34万 | 0.00% | 295 | 45 | 18.0% | $2,046 | 加仓 |
| NWSA | NEWS CORP NEW | $1.34万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.34万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1.34万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| — | SEKISUI HOUSE LTD F | $1.34万 | 0.00% | 642 | 398 | 163.1% | $8,279 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW | $1.33万 | 0.00% | 705 | 705 | — | $1.33万 | 新建仓 |
| WS | WORTHINGTON STL INC | $1.33万 | 0.00% | 414 | 219 | 112.3% | $7,039 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $1.33万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $1.33万 | 0.00% | 1,484 | -662 | -30.8% | -$5,912 | 减仓 |
| — | VAT GROUP AG F | $1.32万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $1.32万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| — | BRIDGESTONE CORP F | $1.32万 | 0.00% | 1,258 | 0 | 0.0% | — | 不变 |
| — | BANK IRELAND GROUP PLC F | $1.32万 | 0.00% | 661 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $1.31万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE | $1.31万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDG | $1.31万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD F | $1.31万 | 0.00% | 55 | -16 | -22.5% | -$3,802 | 减仓 |
| — | SWISS RE LTD F | $1.31万 | 0.00% | 327 | -262 | -44.5% | -$1.05万 | 减仓 |
| VRSN | VERISIGN INC | $1.31万 | 0.00% | 51 | -2 | -3.8% | -$512 | 减仓 |
| FNX | FIRST TRUST MID CAP CORE | $1.30万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| — | HEIDELBERG MATLS AG F | $1.30万 | 0.00% | 347 | -401 | -53.6% | -$1.50万 | 减仓 |
| BYD | BOYD GAMING CORP | $1.30万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| — | J SAINSBURY PLC F | $1.30万 | 0.00% | 734 | 292 | 66.1% | $5,166 | 加仓 |
| AMRZ | AMRIZE LTD F | $1.30万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | CK HUTCHISON HLDGS LTD F | $1.30万 | 0.00% | 1,537 | -1 | -0.1% | -$8 | 减仓 |
| EW | EDWARDS LIFESCIENCES COR | $1.30万 | 0.00% | 141 | -1 | -0.7% | -$92 | 减仓 |
| ACHR | ARCHER AVIATION INC | $1.30万 | 0.00% | 2,634 | 2,634 | — | $1.30万 | 新建仓 |
| — | SINGAPORE TELECOMMUNIC F | $1.29万 | 0.00% | 377 | -167 | -30.7% | -$5,728 | 减仓 |
| AA | ALCOA CORP | $1.29万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.29万 | 0.00% | 362 | -326 | -47.4% | -$1.16万 | 减仓 |
| SLM | SLM CORP | $1.29万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES I | $1.27万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER-DANIELS MIDLAND C | $1.27万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PREFERRED ETF | $1.27万 | 0.00% | 1,168 | 0 | 0.0% | — | 不变 |
| HLIO | HELIOS TECHNOLOGIES INC | $1.27万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC DEL NE | $1.26万 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORP | $1.26万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $1.26万 | 0.00% | 30 | -16 | -34.8% | -$6,722 | 减仓 |
| PLUS | EPLUS INC | $1.26万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $1.26万 | 0.00% | 819 | -311 | -27.5% | -$4,783 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $1.26万 | 0.00% | 1,259 | 996 | 378.7% | $9,940 | 加仓 |
| EPD | ENTERPRISE PRODS PART LP | $1.25万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.25万 | 0.00% | 90 | -184 | -67.2% | -$2.55万 | 减仓 |
| AGNC | AGNC INVT CORP | $1.25万 | 0.00% | 1,155 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP | $1.24万 | 0.00% | 663 | -691 | -51.0% | -$1.30万 | 减仓 |
| SMPL | SIMPLY GOOD FOODS CO | $1.24万 | 0.00% | 919 | 184 | 25.0% | $2,484 | 重新持有 |
| FG | F&G ANNUITIES & LIFE INC | $1.24万 | 0.00% | 454 | 446 | 5,575.0% | $1.22万 | 加仓 |
| — | ORIENTAL LD CO LTD F | $1.24万 | 0.00% | 819 | -552 | -40.3% | -$8,335 | 减仓 |
| ACT | ENACT HLDGS INC | $1.23万 | 0.00% | 272 | 172 | 172.0% | $7,807 | 加仓 |
| IONQ | IONQ INC | $1.23万 | 0.00% | 240 | 40 | 20.0% | $2,056 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS | $1.23万 | 0.00% | 454 | 405 | 826.5% | $1.10万 | 加仓 |
| GIS | GENERAL MILLS INC | $1.23万 | 0.00% | 326 | 77 | 30.9% | $2,908 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $1.23万 | 0.00% | 240 | 196 | 445.5% | $1.00万 | 加仓 |
| — | COCA-COLA HBC AG F | $1.23万 | 0.00% | 187 | -155 | -45.3% | -$1.02万 | 减仓 |
| CSL | CARLISLE COS INC | $1.23万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | FRESENIUS SE & CO KGAA F | $1.23万 | 0.00% | 1,046 | 776 | 287.4% | $9,095 | 加仓 |
| — | DAIMLER TRUCK HLDG AG F | $1.22万 | 0.00% | 512 | -489 | -48.9% | -$1.17万 | 减仓 |
| — | SWISSCOM F | $1.22万 | 0.00% | 162 | -560 | -77.6% | -$4.23万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE T F | $1.22万 | 0.00% | 91 | -87 | -48.9% | -$1.17万 | 减仓 |
| — | REPSOL S A F | $1.22万 | 0.00% | 486 | -1 | -0.2% | -$25 | 减仓 |
| — | SUZUKI MTR CORP F | $1.21万 | 0.00% | 246 | -673 | -73.2% | -$3.32万 | 减仓 |