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 |
|---|---|---|---|---|---|---|---|---|
| AMRX | AMNEAL PHARMACEUTICALS I | $1.21万 | 0.00% | 711 | 515 | 262.8% | $8,740 | 加仓 |
| EME | EMCOR GROUP INC | $1.21万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MOS | THE MOSAIC CO | $1.20万 | 0.00% | 564 | 564 | — | $1.20万 | 新建仓 |
| — | SECOM LTD EQUITY ADR F | $1.20万 | 0.00% | 1,231 | 635 | 106.5% | $6,191 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $1.20万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $1.20万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| HSTM | HEALTHSTREAM INC | $1.19万 | 0.00% | 422 | -132 | -23.8% | -$3,733 | 减仓 |
| — | GEBERIT AG F | $1.19万 | 0.00% | 180 | -818 | -82.0% | -$5.42万 | 减仓 |
| EMLP | FIRST TRUST NORTH | $1.19万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | CENTRICA PLC F | $1.19万 | 0.00% | 1,315 | 526 | 66.7% | $4,744 | 加仓 |
| PRFZ | INVESCO RAFI US 1500 | $1.19万 | 0.00% | 213 | -11 | -4.9% | -$612 | 减仓 |
| WRLD | WORLD ACCEP CORP S C NEW | $1.19万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| — | KAWASAKI HEAVY INDS LT F | $1.18万 | 0.00% | 1,766 | 1,367 | 342.6% | $9,132 | 加仓 |
| — | SKANSKA AB F | $1.18万 | 0.00% | 445 | -442 | -49.8% | -$1.17万 | 减仓 |
| PR | PERMIAN RES CORP | $1.18万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $1.18万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| — | MTU AERO ENGINES HLDGS F | $1.18万 | 0.00% | 56 | 32 | 133.3% | $6,719 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL | $1.17万 | 0.00% | 203 | -1 | -0.5% | -$58 | 减仓 |
| — | MERCK KGAA F | $1.17万 | 0.00% | 356 | 190 | 114.5% | $6,263 | 加仓 |
| FNDE | SCHWAB FUNDAMENTAL | $1.17万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| — | BOLIDEN AB F | $1.16万 | 0.00% | 105 | -55 | -34.4% | -$6,085 | 减仓 |
| ACI | ALBERTSONS CO SHS CL A | $1.16万 | 0.00% | 838 | 838 | — | $1.16万 | 新建仓 |
| — | RAKUTEN GROUP INC F | $1.15万 | 0.00% | 2,572 | 2,536 | 7,044.4% | $1.14万 | 加仓 |
| MDB | MONGODB INC | $1.15万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK BDC INCOME ETF | $1.15万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| GDYN | GRID DYNAMICS HLDGS INC | $1.15万 | 0.00% | 1,839 | 912 | 98.4% | $5,691 | 重新持有 |
| HOS | HELIX ENERGY SOLUTIONS G | $1.15万 | 0.00% | 1,347 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $1.14万 | 0.00% | 78 | -27 | -25.7% | -$3,954 | 减仓 |
| LNN | LINDSAY CORP | $1.14万 | 0.00% | 94 | -86 | -47.8% | -$1.04万 | 减仓 |
| CFR | CULLEN / FROST BANKERS I | $1.14万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $1.13万 | 0.00% | 1,257 | 1,008 | 404.8% | $9,092 | 加仓 |
| — | SPIRAX GROUP PLC EQUIT F | $1.13万 | 0.00% | 250 | -57 | -18.6% | -$2,575 | 减仓 |
| SNA | SNAP ON INC | $1.13万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | IHI CORP F | $1.13万 | 0.00% | 684 | -134 | -16.4% | -$2,210 | 减仓 |
| HUBB | HUBBELL INC | $1.13万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $1.12万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $1.12万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $1.12万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.12万 | 0.00% | 72 | 72 | — | $1.12万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND C | $1.12万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MBIN | MERCHANTS BANCORP IND | $1.12万 | 0.00% | 225 | -239 | -51.5% | -$1.19万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $1.12万 | 0.00% | 1,183 | 0 | 0.0% | — | 不变 |
| PTLC | PACER TRENDPILOT US | $1.11万 | 0.00% | 191 | -5 | -2.6% | -$291 | 减仓 |
| DFH | DREAM FINDERS HOMES INC | $1.11万 | 0.00% | 677 | -1,944 | -74.2% | -$3.19万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1.11万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN-WILLIAMS CO | $1.11万 | 0.00% | 32 | -71 | -68.9% | -$2.46万 | 减仓 |
| — | ORSTED A/S F | $1.11万 | 0.00% | 1,470 | 752 | 104.7% | $5,663 | 加仓 |
| LPX | LOUISIANA-PAC CORP | $1.10万 | 0.00% | 140 | 140 | — | $1.10万 | 新建仓 |
| — | FUJI ELEC HLDGS CO LTD F | $1.10万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| LGIH | LGI HOMES INC | $1.09万 | 0.00% | 179 | 149 | 496.7% | $9,062 | 重新持有 |
| PAHC | PHIBRO ANIMAL HEALTH COR | $1.09万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS IN | $1.09万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| — | NITTO DENKO CORP F | $1.07万 | 0.00% | 547 | -747 | -57.7% | -$1.46万 | 减仓 |
| LOGI | LOGITECH INTERNTNL S F | $1.07万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRI | $1.07万 | 0.00% | 198 | 100 | 102.0% | $5,401 | 加仓 |
| COTY | COTY INC | $1.06万 | 0.00% | 4,669 | 4,669 | — | $1.06万 | 新建仓 |
| GIII | G-III APPAREL GROUP LTD | $1.06万 | 0.00% | 317 | 223 | 237.2% | $7,486 | 加仓 |
| — | LYNAS RARE EARTHS ADR F | $1.06万 | 0.00% | 855 | 66 | 8.4% | $820 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN | $1.06万 | 0.00% | 203 | 203 | — | $1.06万 | 新建仓 |
| — | EDP S.A. ADR F | $1.06万 | 0.00% | 206 | -103 | -33.3% | -$5,280 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1.05万 | 0.00% | 56 | -78 | -58.2% | -$1.46万 | 减仓 |
| ABR | ARBOR RLTY TR INC | $1.05万 | 0.00% | 1,953 | 399 | 25.7% | $2,139 | 重新持有 |
| AHCO | ADAPT HEALTH CORP | $1.05万 | 0.00% | 987 | -604 | -38.0% | -$6,402 | 减仓 |
| AIN | ALBANY INTL CORP NEW | $1.04万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $1.04万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1.04万 | 0.00% | 64 | -2 | -3.0% | -$324 | 减仓 |
| — | PIMCO INCOME STRATEGY FU | $1.04万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO VARIABLE RATE | $1.03万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC F | $1.03万 | 0.00% | 61 | -3 | -4.7% | -$506 | 减仓 |
| IUSV | ISHARES CORE S&P U.S. | $1.03万 | 0.00% | 93 | -4 | -4.1% | -$442 | 减仓 |
| — | TERNA RETE ELETTRICA N F | $1.03万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $1.03万 | 0.00% | 1,525 | 138 | 9.9% | $929 | 重新持有 |
| — | SEVERN TRENT PLC F | $1.02万 | 0.00% | 262 | -407 | -60.8% | -$1.59万 | 减仓 |
| CVI | CVR ENERGY INC | $1.02万 | 0.00% | 357 | -17 | -4.5% | -$487 | 减仓 |
| AVUV | AVANTIS US SMALL CAP | $1.02万 | 0.00% | 82 | -4 | -4.7% | -$497 | 减仓 |
| ATI | ATI INC | $1.02万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $1.01万 | 0.00% | 254 | 254 | — | $1.01万 | 新建仓 |
| SNDR | SCHNEIDER NATL INC WIS | $1.01万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| — | BOUYGUES SA F | $1.01万 | 0.00% | 933 | -1,658 | -64.0% | -$1.79万 | 减仓 |
| — | DAIFUKU CO LTD EQUITY F | $1.01万 | 0.00% | 447 | 0 | 0.0% | — | 不变 |
| — | ASAHI KASEI CORP F | $1.01万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC NEW F | $1.01万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS INC | $1.01万 | 0.00% | 332 | -143 | -30.1% | -$4,334 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $9,996 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $9,995 | 0.00% | 1,519 | -1,106 | -42.1% | -$7,277 | 减仓 |
| — | PANDORA A /S F | $9,983 | 0.00% | 708 | -298 | -29.6% | -$4,202 | 减仓 |
| AZTA | AZENTA INC | $9,978 | 0.00% | 381 | 318 | 504.8% | $8,328 | 加仓 |
| HLIT | HARMONIC INC | $9,957 | 0.00% | 631 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $9,929 | 0.00% | 138 | 31 | 29.0% | $2,230 | 加仓 |
| — | TAYLOR MORRISON HOME COR | $9,899 | 0.00% | 138 | -163 | -54.2% | -$1.17万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $9,897 | 0.00% | 394 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $9,875 | 0.00% | 4,658 | 3,971 | 578.0% | $8,419 | 加仓 |
| — | EVOLUTION AB F | $9,857 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | ZALANDO SE F | $9,849 | 0.00% | 676 | 606 | 865.7% | $8,829 | 加仓 |
| — | KUBOTA LTD F | $9,796 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $9,782 | 0.00% | 343 | 343 | — | $9,782 | 新建仓 |
| HAL | HALLIBURTON CO | $9,771 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| — | FURUKAWA ELEC LTD F | $9,768 | 0.00% | 74 | 74 | — | $9,768 | 新建仓 |
| FENY | FIDELITY MSCI ENERGY | $9,754 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $9,728 | 0.00% | 36 | 0 | 0.0% | — | 不变 |