Salomon & Ludwin, LLC
RICHMOND VA · SEC CIK 0001766156
$11.20亿2026Q1 申报市值
2,097持仓数
43.1%前十大占比 · 第一大 6.8%
62 / 97新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUB 加仓+$513.22万
MUB 加仓+$279.93万
VTEB 加仓+$247.24万
VGSH 加仓+$160.70万
VGIT 加仓+$155.88万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$187.91万
VEA 减仓-$187.42万
IVW 减仓-$162.39万
EFA 减仓-$150.72万
IVE 减仓-$83.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | MERCK KGAA F | $4,192 | 0.00% | 166 | -226 | -57.7% | -$5,707 | 减仓 |
| WHR | WHIRLPOOL CORP | $4,160 | 0.00% | 75 | 75 | — | $4,160 | 新建仓 |
| HNI | HNI CORP | $4,156 | 0.00% | 128 | -267 | -67.6% | -$8,669 | 减仓 |
| CPB | THE CAMPBELL'S CO | $4,138 | 0.00% | 188 | 44 | 30.6% | $968 | 重新持有 |
| ACT | ENACT HLDGS INC | $4,135 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | FUJIFILM HLDGS CORP F | $4,133 | 0.00% | 423 | -610 | -59.1% | -$5,960 | 减仓 |
| RSPT | INVESCO S&P 500 EQUAL | $4,130 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INC | $4,087 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | ORKLA A S F | $4,080 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE | $4,078 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | HONGKONG LD HLDGS LTD F | $4,072 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $4,064 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $4,038 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $4,027 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $4,026 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIO | $4,022 | 0.00% | 108 | -311 | -74.2% | -$1.16万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $3,994 | 0.00% | 107 | -32 | -23.0% | -$1,194 | 重新持有 |
| NOV | NOV INC | $3,981 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $3,979 | 0.00% | 39 | -133 | -77.3% | -$1.36万 | 减仓 |
| — | OCCIDENTAL PETE C 27 WTS | $3,969 | 0.00% | 98 | 0 | 0.0% | — | 重新持有 |
| BE | BLOOM ENERGY CORP | $3,933 | 0.00% | 29 | 29 | — | $3,933 | 新建仓 |
| — | WESTERN ASSET HIGH INC F | $3,917 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| — | TELENOR ASA F | $3,908 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $3,884 | 0.00% | 390 | 390 | — | $3,884 | 新建仓 |
| FTAI | FTAI AVIATION LTD F | $3,883 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $3,794 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | CARLSBERG AS F | $3,778 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $3,776 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL | $3,772 | 0.00% | 151 | -15 | -9.0% | -$375 | 减仓 |
| DINO | HF SINCLAIR CORP | $3,765 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE PPTYS I | $3,731 | 0.00% | 84 | -1 | -1.2% | -$44 | 减仓 |
| CCI | CROWN CASTLE INC REIT | $3,730 | 0.00% | 44 | -338 | -88.5% | -$2.87万 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $3,717 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & | $3,709 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $3,707 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $3,703 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $3,667 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $3,666 | 0.00% | 69 | -179 | -72.2% | -$9,510 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $3,658 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BDN | BRANDYWINE RLTY TR | $3,655 | 0.00% | 1,422 | -371 | -20.7% | -$954 | 减仓 |
| CVLT | COMMVAULT SYS INC | $3,597 | 0.00% | 45 | 6 | 15.4% | $480 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $3,563 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $3,563 | 0.00% | 451 | 451 | — | $3,563 | 新建仓 |
| — | UNIVERSAL MUSIC GROUP F | $3,561 | 0.00% | 363 | -860 | -70.3% | -$8,437 | 减仓 |
| ROL | ROLLINS INC | $3,559 | 0.00% | 66 | -245 | -78.8% | -$1.32万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES | $3,556 | 0.00% | 39 | -65 | -62.5% | -$5,927 | 减仓 |
| — | PUBLICIS S A NEW F | $3,551 | 0.00% | 170 | -439 | -72.1% | -$9,170 | 减仓 |
| BAX | BAXTER INTL INC | $3,536 | 0.00% | 212 | -511 | -70.7% | -$8,523 | 减仓 |
| — | NOVONESIS A S F | $3,526 | 0.00% | 59 | -178 | -75.1% | -$1.06万 | 减仓 |
| USRT | ISHARES CORE U.S. REIT | $3,492 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $3,456 | 0.00% | 50 | -15 | -23.1% | -$1,037 | 减仓 |
| AGCO | AGCO CORP DEL | $3,438 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $3,431 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SEVEN & I HLDGS CO LTD F | $3,420 | 0.00% | 250 | -475 | -65.5% | -$6,498 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $3,406 | 0.00% | 43 | -56 | -56.6% | -$4,436 | 减仓 |
| EWT | ISHARES MSCI TAIWAN ETF | $3,397 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | FRESENIUS SE & CO KGAA F | $3,394 | 0.00% | 270 | -401 | -59.8% | -$5,041 | 减仓 |
| — | SIEMENS HEALTHINEERS A F | $3,360 | 0.00% | 162 | -190 | -54.0% | -$3,941 | 减仓 |
| — | SOFTBANK CORP F | $3,359 | 0.00% | 249 | -787 | -76.0% | -$1.06万 | 减仓 |
| — | GABELLI MULTIMEDIA | $3,336 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORP | $3,283 | 0.00% | 145 | -258 | -64.0% | -$5,841 | 减仓 |
| CF | CF INDS HLDGS INC | $3,249 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $3,216 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $3,204 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MGMT F | $3,200 | 0.00% | 72 | -1 | -1.4% | -$44 | 减仓 |
| — | AUTOTRADER GROUP PLC F | $3,191 | 0.00% | 2,059 | 1,012 | 96.7% | $1,568 | 加仓 |
| — | PORSCHE AUTOMOBIL HLDG F | $3,178 | 0.00% | 873 | -1,824 | -67.6% | -$6,640 | 减仓 |
| SCSC | SCANSOURCE INC | $3,175 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH | $3,137 | 0.00% | 12 | -11 | -47.8% | -$2,876 | 减仓 |
| — | LONZA GROUP AG F | $3,134 | 0.00% | 49 | -204 | -80.6% | -$1.30万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $3,105 | 0.00% | 66 | -348 | -84.1% | -$1.64万 | 减仓 |
| — | DAI NIPPON PRTG LTD JA F | $3,101 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC | $3,085 | 0.00% | 122 | -575 | -82.5% | -$1.45万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD F | $3,051 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | STORA ENSO CORP F | $2,998 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $2,977 | 0.00% | 67 | -194 | -74.3% | -$8,620 | 减仓 |
| URI | UNITED RENTALS INC | $2,928 | 0.00% | 4 | -27 | -87.1% | -$1.98万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $2,925 | 0.00% | 53 | -214 | -80.1% | -$1.18万 | 减仓 |
| — | ISUZU MTRS LTD F | $2,901 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| — | SALMAR ASA F | $2,896 | 0.00% | 196 | -2 | -1.0% | -$30 | 减仓 |
| — | HERMES INTL SCA F | $2,884 | 0.00% | 15 | -107 | -87.7% | -$2.06万 | 减仓 |
| — | BRENNTAG SE F | $2,882 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLD WIDE INC | $2,855 | 0.00% | 179 | -469 | -72.4% | -$7,480 | 减仓 |
| — | MARKS & SPENCER GROUP F | $2,854 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| — | COCHLEAR LTD F | $2,848 | 0.00% | 47 | -71 | -60.2% | -$4,302 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $2,808 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| EWQ | ISHARES MSCI FRANCE ETF | $2,800 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC | $2,724 | 0.00% | 249 | -635 | -71.8% | -$6,947 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $2,705 | 0.00% | 55 | -2 | -3.5% | -$98 | 减仓 |
| ZETA | ZETA GLOBAL HLDGS CORP | $2,700 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X MLP ETF | $2,691 | 0.00% | 50 | 50 | — | $2,691 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2,688 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR | $2,676 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| — | STRAUMANN HLDG AG F | $2,675 | 0.00% | 257 | -593 | -69.8% | -$6,172 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $2,665 | 0.00% | 451 | 63 | 16.2% | $372 | 加仓 |
| AYI | ACUITY INC. | $2,654 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CANON INC F | $2,636 | 0.00% | 94 | -431 | -82.1% | -$1.21万 | 减仓 |
| GIII | G-III APPAREL GROUP LTD | $2,632 | 0.00% | 94 | -203 | -68.4% | -$5,684 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $2,632 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| — | ACCELLERON INDS AG F | $2,611 | 0.00% | 28 | -1 | -3.4% | -$93 | 减仓 |