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 |
|---|---|---|---|---|---|---|---|---|
| — | KERRY GROUP PLC F | $7,545 | 0.00% | 81 | 70 | 636.4% | $6,520 | 加仓 |
| NVMI | NOVA LTD F | $7,539 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $7,534 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | COCHLEAR LTD F | $7,491 | 0.00% | 184 | 137 | 291.5% | $5,578 | 加仓 |
| ENLT | ENLIGHT RENEWABLE ENER F | $7,490 | 0.00% | 86 | 86 | — | $7,490 | 新建仓 |
| — | NIPPON SANSO HLDGS COR F | $7,443 | 0.00% | 401 | 86 | 27.3% | $1,596 | 加仓 |
| MICC | THE MAGNUM ICE CREAM C F | $7,435 | 0.00% | 411 | 373 | 981.6% | $6,748 | 加仓 |
| GBX | GREENBRIER COS INC | $7,421 | 0.00% | 155 | 43 | 38.4% | $2,059 | 加仓 |
| HYG | ISHARES IBOXX $ HIGH | $7,402 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EFOR | EVERFORTH INC | $7,358 | 0.00% | 419 | -296 | -41.4% | -$5,198 | 减仓 |
| DOW | DOW INC | $7,349 | 0.00% | 272 | -62 | -18.6% | -$1,675 | 减仓 |
| TNC | TENNANT CO | $7,316 | 0.00% | 85 | -284 | -77.0% | -$2.44万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC F | $7,307 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TR INC | $7,304 | 0.00% | 1,564 | -1,436 | -47.9% | -$6,706 | 减仓 |
| BFS | SAUL CTRS INC | $7,303 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| — | UNICHARM CORP F | $7,293 | 0.00% | 2,586 | -1,704 | -39.7% | -$4,806 | 减仓 |
| QGEN | QIAGEN NV F | $7,278 | 0.00% | 186 | -148 | -44.3% | -$5,791 | 减仓 |
| BURL | BURLINGTON STORES INC | $7,244 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | DSM-FIRMENICH AG F | $7,215 | 0.00% | 775 | 658 | 562.4% | $6,126 | 加仓 |
| ICL | ICL GROUP LTD F | $7,213 | 0.00% | 1,434 | 1,173 | 449.4% | $5,900 | 加仓 |
| — | SONIC HEALTHCARE LTD F | $7,201 | 0.00% | 505 | 44 | 9.5% | $627 | 加仓 |
| — | SHIMANO INC F | $7,177 | 0.00% | 679 | -178 | -20.8% | -$1,881 | 减仓 |
| STLA | STELLANTIS N V F | $7,158 | 0.00% | 1,232 | 1,111 | 918.2% | $6,455 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $7,066 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 | $7,038 | 0.00% | 115 | -6 | -5.0% | -$367 | 减仓 |
| — | SNAM S P A F | $6,970 | 0.00% | 495 | -365 | -42.4% | -$5,139 | 减仓 |
| — | AENA SME S A F | $6,941 | 0.00% | 460 | -1 | -0.2% | -$15 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $6,878 | 0.00% | 24 | -117 | -83.0% | -$3.35万 | 减仓 |
| ADAM | ADAM TR INC | $6,867 | 0.00% | 740 | -796 | -51.8% | -$7,387 | 减仓 |
| VOYA | VOYA FINL INC | $6,861 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | CARREFOUR SA F | $6,850 | 0.00% | 1,935 | -2,232 | -53.6% | -$7,901 | 减仓 |
| — | SMITHS GROUP PLC F | $6,840 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL | $6,831 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORP | $6,807 | 0.00% | 76 | -7 | -8.4% | -$627 | 减仓 |
| TKR | TIMKEN CO | $6,804 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $6,754 | 0.00% | 89 | 46 | 107.0% | $3,491 | 加仓 |
| ATO | ATMOS ENERGY CORP | $6,748 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | HENDERSON LD DEV LTD F | $6,708 | 0.00% | 2,171 | -3 | -0.1% | -$9 | 减仓 |
| — | SODEXO F | $6,708 | 0.00% | 591 | -114 | -16.2% | -$1,294 | 减仓 |
| CCS | CENTURY CMNTYS INC | $6,705 | 0.00% | 96 | -132 | -57.9% | -$9,219 | 减仓 |
| SNN | SMITH & NEPHEW GROUP P F | $6,694 | 0.00% | 233 | -654 | -73.7% | -$1.88万 | 减仓 |
| OSK | OSHKOSH CORP | $6,657 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HOLDINGS F | $6,654 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC EQUITY | $6,614 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP | $6,594 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | TENCENT HLDGS LTD F | $6,519 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $6,489 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $6,473 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| CSR | CENTERSPACE | $6,419 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | KNORR-BREMSE AG F | $6,410 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| — | TORAY INDS INC F | $6,353 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| — | ALPS MEDICAL | $6,335 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $6,325 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $6,320 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER | $6,308 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | SAAB AB F | $6,307 | 0.00% | 237 | -352 | -59.8% | -$9,367 | 减仓 |
| IQV | IQVIA HLDGS INC | $6,299 | 0.00% | 31 | -68 | -68.7% | -$1.38万 | 减仓 |
| RES | RPC INC | $6,292 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $6,292 | 0.00% | 168 | -88 | -34.4% | -$3,296 | 重新持有 |
| SNX | TD SYNNEX CORP | $6,272 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $6,256 | 0.00% | 797 | -4,185 | -84.0% | -$3.28万 | 减仓 |
| OCTV | OCTAVE INTELLIGENCE PL F | $6,226 | 0.00% | 366 | 366 | — | $6,226 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVCS | $6,205 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $6,156 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC F | $6,113 | 0.00% | 58 | -72 | -55.4% | -$7,589 | 重新持有 |
| — | NISSAN MTR LTD F | $6,090 | 0.00% | 1,590 | 1,447 | 1,011.9% | $5,542 | 加仓 |
| FNF | FNF GROUP | $5,991 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PPTYS I | $5,981 | 0.00% | 92 | -177 | -65.8% | -$1.15万 | 减仓 |
| — | BARINGS PARTICIPATION IN | $5,977 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| — | WILMAR INTL LTD F | $5,962 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC REIT | $5,893 | 0.00% | 77 | 33 | 75.0% | $2,526 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME | $5,885 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH | $5,872 | 0.00% | 115 | -3 | -2.5% | -$153 | 减仓 |
| — | HENKEL AG & CO KGAA F | $5,865 | 0.00% | 294 | -2,644 | -90.0% | -$5.27万 | 减仓 |
| — | PERNOD RICARD S A F | $5,860 | 0.00% | 415 | 198 | 91.2% | $2,796 | 重新持有 |
| FBIN | FORTUNE BRANDS INNOVATIO | $5,844 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $5,843 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| — | SWIRE PAC LTD F | $5,833 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $5,833 | 0.00% | 67 | -144 | -68.2% | -$1.25万 | 重新持有 |
| — | EVOLUTION MNG LTD F | $5,826 | 0.00% | 72 | 72 | — | $5,826 | 新建仓 |
| — | LONDON STK EXCHANGE GR F | $5,815 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| G | GENPACT LTD F | $5,793 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BANKSHARES | $5,762 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT TERM COR | $5,744 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| — | CENTRAL JAPAN RY CO F | $5,710 | 0.00% | 549 | -298 | -35.2% | -$3,099 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $5,704 | 0.00% | 25 | -92 | -78.6% | -$2.10万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $5,697 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDS INC | $5,683 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY CWP ENHANCED | $5,678 | 0.00% | 124 | -47 | -27.5% | -$2,152 | 减仓 |
| JBGS | JBG SMITH PPTYS | $5,662 | 0.00% | 373 | 339 | 997.1% | $5,146 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON | $5,645 | 0.00% | 64 | -128 | -66.7% | -$1.13万 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL | $5,640 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| — | SYMRISE AG F | $5,627 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| — | NIPPON STEEL CORP ADR F | $5,625 | 0.00% | 1,684 | 1,604 | 2,005.0% | $5,358 | 加仓 |
| — | INPOST S A F | $5,602 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HLDGS INC EQUIT | $5,601 | 0.00% | 187 | -9 | -4.6% | -$270 | 减仓 |
| RBC | RBC BEARINGS INC | $5,584 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TMP | TOMPKINS FINL CORP | $5,563 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| — | BEIERSDORF AG F | $5,563 | 0.00% | 319 | 48 | 17.7% | $837 | 重新持有 |
| NVRI | ENVIRI CORP NEW | $5,550 | 0.00% | 239 | 239 | — | $5,550 | 新建仓 |