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 |
|---|---|---|---|---|---|---|---|---|
| LPG | DORIAN LPG LTD F | $9,701 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATIO | $9,670 | 0.00% | 237 | -273 | -53.5% | -$1.11万 | 减仓 |
| — | ADMIRAL GROUP F | $9,664 | 0.00% | 200 | -38 | -16.0% | -$1,836 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS I | $9,638 | 0.00% | 617 | 0 | 0.0% | — | 不变 |
| — | ASSA ABLOY AB F | $9,604 | 0.00% | 546 | -469 | -46.2% | -$8,250 | 减仓 |
| VAW | VANGUARD MATERIALS INDEX | $9,600 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | HEINEKEN N V F | $9,598 | 0.00% | 226 | -8 | -3.4% | -$340 | 减仓 |
| NABL | N-ABLE INC | $9,584 | 0.00% | 2,445 | 2,155 | 743.1% | $8,447 | 加仓 |
| UHT | UNIVERSAL HEALTH RLTY IN | $9,581 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| — | ASTELLAS PHARMA INC F | $9,571 | 0.00% | 734 | -1,698 | -69.8% | -$2.21万 | 减仓 |
| EFC | ELLINGTON FINL INC | $9,478 | 0.00% | 701 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS F | $9,478 | 0.00% | 357 | 208 | 139.6% | $5,522 | 加仓 |
| — | BANCA MONTE DEI PASCHI F | $9,434 | 0.00% | 762 | 762 | — | $9,434 | 新建仓 |
| IFF | INTERNTNL FLAVORS & | $9,413 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | MARKS & SPENCER GROUP F | $9,395 | 0.00% | 948 | 645 | 212.9% | $6,392 | 加仓 |
| FTV | FORTIVE CORP DISC | $9,394 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $9,371 | 0.00% | 595 | -181 | -23.3% | -$2,851 | 减仓 |
| THC | TENET HEALTHCARE CORP | $9,369 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC | $9,350 | 0.00% | 580 | 401 | 224.0% | $6,464 | 加仓 |
| MNRO | MONRO INC | $9,312 | 0.00% | 543 | -172 | -24.1% | -$2,950 | 减仓 |
| — | TELEFONICA S A F | $9,294 | 0.00% | 2,383 | -2,033 | -46.0% | -$7,929 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N F | $9,275 | 0.00% | 341 | -37 | -9.8% | -$1,006 | 减仓 |
| — | ASR NEDERLAND N.V. ADR F | $9,164 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX | $9,154 | 0.00% | 375 | 375 | — | $9,154 | 新建仓 |
| CENT | CENTRAL GARDEN & PET CO | $9,136 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVESTME | $9,127 | 0.00% | 739 | -12 | -1.6% | -$148 | 减仓 |
| — | SUMITOMO MITSUI TRUS A F | $9,121 | 0.00% | 1,197 | -2 | -0.2% | -$15 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICA | $9,096 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $9,049 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC F | $9,045 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $9,019 | 0.00% | 513 | -78 | -13.2% | -$1,371 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $9,013 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | WARTSILA OYJ F | $9,011 | 0.00% | 1,221 | 1,221 | — | $9,011 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $8,973 | 0.00% | 194 | -225 | -53.7% | -$1.04万 | 减仓 |
| IMKTA | INGLES MKTS INC | $8,961 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $8,950 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $8,913 | 0.00% | 248 | -171 | -40.8% | -$6,146 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $8,899 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR M F | $8,885 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | NIPPON YUSEN KABUSHIKI F | $8,880 | 0.00% | 1,405 | -2 | -0.1% | -$13 | 减仓 |
| — | JULIUS BAER GROUP LTD F | $8,867 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $8,821 | 0.00% | 60 | 15 | 33.3% | $2,205 | 加仓 |
| DLX | DELUXE CORP | $8,814 | 0.00% | 358 | -542 | -60.2% | -$1.33万 | 减仓 |
| — | NUVALENT INC | $8,776 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $8,730 | 0.00% | 33 | -49 | -59.8% | -$1.30万 | 减仓 |
| PCY | INVESCO EMERGING MARKETS | $8,722 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A F | $8,670 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| — | BOC HONG KONG HLDGS LT F | $8,632 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | SANDS CHINA LTD F | $8,612 | 0.00% | 512 | -3 | -0.6% | -$50 | 减仓 |
| — | A P MOELLER MAERSK A A F | $8,611 | 0.00% | 723 | -65 | -8.2% | -$774 | 减仓 |
| XCHYX | CALAMOS CONVERTIBLE & HI | $8,587 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $8,582 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $8,571 | 0.00% | 503 | 440 | 698.4% | $7,497 | 加仓 |
| — | NORSK HYDRO ASA ADR AD F | $8,550 | 0.00% | 976 | 0 | 0.0% | — | 不变 |
| MMI | MARCUS & MILLICHAP INC | $8,496 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC A | $8,484 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $8,469 | 0.00% | 625 | -348 | -35.8% | -$4,716 | 减仓 |
| L | LOEWS CORP | $8,445 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $8,435 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $8,396 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC | $8,385 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| USLM | UNITED STS LIME & MINERA | $8,376 | 0.00% | 79 | 79 | — | $8,376 | 新建仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $8,342 | 0.00% | 90 | -147 | -62.0% | -$1.36万 | 减仓 |
| — | LEGAL & GEN GROUP PLC F | $8,338 | 0.00% | 432 | -1 | -0.2% | -$19 | 减仓 |
| XYL | XYLEM INC | $8,326 | 0.00% | 71 | -8 | -10.1% | -$938 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $8,317 | 0.00% | 870 | -446 | -33.9% | -$4,264 | 减仓 |
| ENOV | ENOVIS CORP | $8,297 | 0.00% | 414 | 269 | 185.5% | $5,391 | 加仓 |
| — | NAVIENT CORP | $8,276 | 0.00% | 948 | 847 | 838.6% | $7,394 | 重新持有 |
| CIBR | FIRST TRUST NASDAQ | $8,200 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $8,199 | 0.00% | 162 | 108 | 200.0% | $5,466 | 加仓 |
| MLKN | MILLERKNOLL INC | $8,197 | 0.00% | 387 | -1,548 | -80.0% | -$3.28万 | 减仓 |
| CR | CRANE CO | $8,133 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TRUST INTER DUR PR | $8,118 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| HYMB | STATE STREET SPDR NUVEEN | $8,102 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| MCRI | MONARCH CASINO & RESORT | $8,066 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $8,043 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| SHOE | SHOE STATION GROUP, INC | $8,018 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| IIIN | INSTEEL INDS INC | $8,010 | 0.00% | 264 | -179 | -40.4% | -$5,431 | 减仓 |
| RBLX | ROBLOX CORP | $7,997 | 0.00% | 138 | 60 | 76.9% | $3,477 | 加仓 |
| BLKB | BLACKBAUD INC | $7,946 | 0.00% | 264 | 264 | — | $7,946 | 新建仓 |
| BIV | VANGUARD | $7,936 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS | $7,880 | 0.00% | 95 | -5 | -5.0% | -$415 | 减仓 |
| ICOW | PACER DEVELOPED MARKETS | $7,853 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| — | DENSO CORP F | $7,843 | 0.00% | 682 | 297 | 77.1% | $3,416 | 加仓 |
| — | SINGAPORE AIRLS LTD F | $7,835 | 0.00% | 664 | 0 | 0.0% | — | 不变 |
| XEXGX | EV TAX-MGD GBL DIV EQUIT | $7,833 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| — | BUNZL PLC F | $7,806 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,799 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,756 | 0.00% | 48 | -194 | -80.2% | -$3.13万 | 减仓 |
| — | HALMA PLC F | $7,751 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HLDGS LTD F | $7,726 | 0.00% | 1,986 | -2,090 | -51.3% | -$8,131 | 减仓 |
| — | INTERTEK GROUP PLC F | $7,726 | 0.00% | 101 | 97 | 2,425.0% | $7,420 | 加仓 |
| — | NATURGY ENERGY GROUP S F | $7,719 | 0.00% | 1,251 | 1,251 | — | $7,719 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $7,701 | 0.00% | 125 | -6 | -4.6% | -$370 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $7,688 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LZ | LEGALZOOM COM INC | $7,670 | 0.00% | 1,171 | 1,171 | — | $7,670 | 新建仓 |
| — | NESTE OYJ F | $7,656 | 0.00% | 492 | -1 | -0.2% | -$16 | 减仓 |
| IEX | IDEX CORP | $7,649 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $7,631 | 0.00% | 362 | 362 | — | $7,631 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $7,571 | 0.00% | 1,794 | 297 | 19.8% | $1,253 | 重新持有 |