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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP INDEX | $80.74万 | 0.07% | 2,351 | -142 | -5.7% | -$4.88万 | 减仓 |
| CSCO | CISCO SYS INC | $74.09万 | 0.06% | 6,332 | -96 | -1.5% | -$1.12万 | 减仓 |
| META | META PLATFORMS INC | $73.37万 | 0.06% | 1,197 | -1,275 | -51.6% | -$78.15万 | 减仓 |
| IBM | IBM CORP | $70.27万 | 0.06% | 2,455 | -51 | -2.0% | -$1.46万 | 减仓 |
| SPSM | STATE STREET SPDR | $64.93万 | 0.05% | 11,315 | -63 | -0.6% | -$3,615 | 减仓 |
| SCHD | SCHWAB U.S. DIVIDEND | $64.60万 | 0.05% | 20,282 | -1,034 | -4.9% | -$3.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $61.52万 | 0.05% | 1,231 | -168 | -12.0% | -$8.40万 | 减仓 |
| VDC | VANGUARD CONSUMER | $57.91万 | 0.05% | 2,563 | -3 | -0.1% | -$678 | 减仓 |
| IWR | ISHARES RUSSELL MID-CAP | $57.40万 | 0.05% | 5,210 | -215 | -4.0% | -$2.37万 | 减仓 |
| LINE | LINEAGE INC EQUITY | $57.09万 | 0.05% | 13,096 | 12,514 | 2,150.2% | $54.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $55.85万 | 0.05% | 541 | 28 | 5.5% | $2.89万 | 加仓 |
| PEP | PEPSICO INC | $55.32万 | 0.05% | 3,919 | -288 | -6.8% | -$4.07万 | 减仓 |
| ITOT | ISHARES CORE S&P TOTAL | $54.96万 | 0.05% | 3,351 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $54.73万 | 0.05% | 1,559 | -2 | -0.1% | -$702 | 减仓 |
| CVX | CHEVRON CORP NEW | $54.56万 | 0.04% | 3,293 | -113 | -3.3% | -$1.87万 | 减仓 |
| WFC | WELLS FARGO & CO | $54.52万 | 0.04% | 6,344 | -32 | -0.5% | -$2,750 | 减仓 |
| GEV | GE VERNOVA INC | $53.43万 | 0.04% | 471 | -13 | -2.7% | -$1.47万 | 减仓 |
| VFH | VANGUARD FINANCIALS | $52.65万 | 0.04% | 3,919 | -5 | -0.1% | -$672 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $52.42万 | 0.04% | 4,168 | -28 | -0.7% | -$3,522 | 减仓 |
| QCOM | QUALCOMM INC | $45.28万 | 0.04% | 2,489 | 166 | 7.1% | $3.02万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $45.18万 | 0.04% | 7,613 | -94 | -1.2% | -$5,579 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP | $44.94万 | 0.04% | 4,661 | -34 | -0.7% | -$3,278 | 减仓 |
| RS | RELIANCE INC | $44.39万 | 0.04% | 1,192 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V F | $44.23万 | 0.04% | 240 | 8 | 3.4% | $1.47万 | 加仓 |
| ABT | ABBOTT LABS | $44.13万 | 0.04% | 4,787 | 478 | 11.1% | $4.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $43.93万 | 0.04% | 2,980 | -575 | -16.2% | -$8.48万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $43.64万 | 0.04% | 472 | -40 | -7.8% | -$3.70万 | 减仓 |
| VTWO | VANGUARD RUSSELL 2000 | $43.34万 | 0.04% | 3,583 | -45 | -1.2% | -$5,443 | 减仓 |
| HD | HOME DEPOT INC | $43.08万 | 0.04% | 1,228 | 308 | 33.5% | $10.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES I | $42.62万 | 0.04% | 788 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP | $42.39万 | 0.03% | 1,206 | -41 | -3.3% | -$1.44万 | 减仓 |
| DIS | DISNEY WALT CO | $41.54万 | 0.03% | 4,340 | 479 | 12.4% | $4.58万 | 加仓 |
| NFLX | NETFLIX INC | $38.79万 | 0.03% | 5,229 | -586 | -10.1% | -$4.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.79万 | 0.03% | 886 | -382 | -30.1% | -$16.29万 | 减仓 |
| MRK | MERCK & CO. INC. | $37.03万 | 0.03% | 2,954 | -68 | -2.3% | -$8,525 | 减仓 |
| SO | SOUTHERN CO | $36.81万 | 0.03% | 3,870 | 518 | 15.5% | $4.93万 | 加仓 |
| MKL | MARKEL GROUP INC | $36.80万 | 0.03% | 192 | -1 | -0.5% | -$1,917 | 减仓 |
| XYLD | GLOBAL X S&P 500 COVERED | $34.90万 | 0.03% | 8,548 | -323 | -3.6% | -$1.32万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $33.48万 | 0.03% | 2,479 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $33.21万 | 0.03% | 896 | 174 | 24.1% | $6.45万 | 加仓 |
| — | DIMENSIONAL U.S. CORE | $33.19万 | 0.03% | 7,493 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES | $33.08万 | 0.03% | 4,139 | 1,618 | 64.2% | $12.93万 | 加仓 |
| AMGN | AMGEN INC | $32.77万 | 0.03% | 907 | 195 | 27.4% | $7.05万 | 加仓 |
| WMT | WALMART INC | $32.46万 | 0.03% | 2,983 | -116 | -3.7% | -$1.26万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $30.46万 | 0.03% | 1,487 | 175 | 13.3% | $3.58万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $29.39万 | 0.02% | 1,922 | -113 | -5.6% | -$1.73万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.32万 | 0.02% | 833 | 249 | 42.6% | $8.77万 | 加仓 |
| IWV | ISHARES RUSSELL 3000 | $29.07万 | 0.02% | 683 | -103 | -13.1% | -$4.38万 | 减仓 |
| SON | SONOCO PRODS CO | $28.29万 | 0.02% | 5,039 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC W | $28.26万 | 0.02% | 6,020 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $28.07万 | 0.02% | 6,685 | -184 | -2.7% | -$7,726 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP | $27.83万 | 0.02% | 9,468 | -321 | -3.3% | -$9,434 | 减仓 |
| PSLV | SPROTT PHYSICAL SILVER E | $27.80万 | 0.02% | 14,738 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $27.34万 | 0.02% | 3,356 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES IN | $26.67万 | 0.02% | 2,121 | 1 | 0.0% | $126 | 加仓 |
| VBR | VANGUARD SMALL-CAP VALUE | $25.41万 | 0.02% | 1,047 | -46 | -4.2% | -$1.12万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.78万 | 0.02% | 243 | -4 | -1.6% | -$4,078 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS I | $24.71万 | 0.02% | 4,614 | -312 | -6.3% | -$1.67万 | 减仓 |
| MTUM | ISHARES MSCI USA | $24.12万 | 0.02% | 735 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.06万 | 0.02% | 2,786 | -211 | -7.0% | -$1.82万 | 减仓 |
| MGC | VANGUARD MEGA CAP INDEX | $23.52万 | 0.02% | 861 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC F | $23.16万 | 0.02% | 434 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH | $23.08万 | 0.02% | 2,625 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $23.07万 | 0.02% | 773 | -95 | -10.9% | -$2.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.90万 | 0.02% | 658 | -49 | -6.9% | -$1.71万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $22.89万 | 0.02% | 3,923 | -794 | -16.8% | -$4.63万 | 减仓 |
| CVS | CVS HEALTH CORP | $22.48万 | 0.02% | 2,145 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $22.41万 | 0.02% | 649 | 49 | 8.2% | $1.69万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $22.09万 | 0.02% | 934 | -47 | -4.8% | -$1.11万 | 减仓 |
| SHV | ISHARES 01 YEAR TREASURY | $22.03万 | 0.02% | 2,002 | 7 | 0.4% | $770 | 加仓 |
| KLAC | KLA CORP | $21.83万 | 0.02% | 820 | -40 | -4.7% | -$1.06万 | 减仓 |
| COHR | COHERENT CORP | $21.31万 | 0.02% | 591 | -23 | -3.7% | -$8,292 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND | $21.26万 | 0.02% | 1,354 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES | $20.95万 | 0.02% | 4,680 | -8 | -0.2% | -$358 | 减仓 |
| HSBC | HSBC HLDGS PLC F | $20.42万 | 0.02% | 2,131 | 635 | 42.4% | $6.08万 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL | $19.97万 | 0.02% | 2,061 | -25 | -1.2% | -$2,422 | 减仓 |
| RHHBY | ROCHE HLDG LTD F | $19.90万 | 0.02% | 3,955 | 796 | 25.2% | $4.01万 | 加仓 |
| SPYM | STATE STREET SPDR | $19.73万 | 0.02% | 2,248 | 688 | 44.1% | $6.04万 | 加仓 |
| T | AT&T INC | $19.45万 | 0.02% | 9,498 | -146 | -1.5% | -$2,990 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $18.71万 | 0.02% | 2,492 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $18.55万 | 0.02% | 967 | -1,921 | -66.5% | -$36.84万 | 减仓 |
| AZN | ASTRAZENECA PLC F | $18.44万 | 0.02% | 1,003 | 329 | 48.8% | $6.05万 | 加仓 |
| NSRGY | NESTLE S A F | $18.05万 | 0.01% | 1,756 | 623 | 55.0% | $6.40万 | 加仓 |
| CB | CHUBB LTD F | $18.04万 | 0.01% | 513 | -4 | -0.8% | -$1,407 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $17.79万 | 0.01% | 654 | 18 | 2.8% | $4,897 | 加仓 |
| AGG | ISHARES CORE U.S. | $17.73万 | 0.01% | 1,800 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $17.42万 | 0.01% | 1,421 | -28 | -1.9% | -$3,433 | 减仓 |
| JSCP | JPMORGAN SHORT DURATION | $17.15万 | 0.01% | 3,655 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED | $17.02万 | 0.01% | 4,041 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $16.90万 | 0.01% | 766 | -127 | -14.2% | -$2.80万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL | $16.82万 | 0.01% | 1,890 | -98 | -4.9% | -$8,721 | 减仓 |
| NVS | NOVARTIS AG F | $16.03万 | 0.01% | 1,040 | 234 | 29.0% | $3.61万 | 加仓 |
| SHEL | SHELL PLC F | $16.01万 | 0.01% | 2,091 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH | $15.94万 | 0.01% | 1,938 | -102 | -5.0% | -$8,388 | 减仓 |
| SBUX | STARBUCKS CORP | $15.89万 | 0.01% | 1,537 | -13 | -0.8% | -$1,344 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $15.62万 | 0.01% | 2,150 | -2 | -0.1% | -$145 | 减仓 |
| DFAU | DIMENSIONAL US CORE | $15.56万 | 0.01% | 3,015 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $15.19万 | 0.01% | 703 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $15.10万 | 0.01% | 4,365 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SERVICES | $15.05万 | 0.01% | 598 | -42 | -6.6% | -$1.06万 | 减仓 |