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 |
|---|---|---|---|---|---|---|---|---|
| LEA | LEAR CORP | $2,608 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2,569 | 0.00% | 33 | -155 | -82.4% | -$1.21万 | 减仓 |
| SOLV | SOLVENTUM CORP | $2,543 | 0.00% | 40 | -160 | -80.0% | -$1.02万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC | $2,485 | 0.00% | 505 | -2,178 | -81.2% | -$1.07万 | 减仓 |
| VCIT | VANGUARD | $2,482 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $2,472 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTL INC EQUITY | $2,470 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $2,463 | 0.00% | 32 | -39 | -54.9% | -$3,002 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS I | $2,446 | 0.00% | 196 | 196 | — | $2,446 | 新建仓 |
| AOSL | ALPHA & OMEGA SEMICOND F | $2,407 | 0.00% | 106 | -112 | -51.4% | -$2,543 | 重新持有 |
| QNST | QUINSTREET INC | $2,335 | 0.00% | 193 | -124 | -39.1% | -$1,500 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS | $2,330 | 0.00% | 71 | -3 | -4.1% | -$98 | 减仓 |
| — | ACCOR S A F | $2,320 | 0.00% | 237 | -204 | -46.3% | -$1,997 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY | $2,318 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $2,314 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE | $2,310 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| GSHD | GOOSEHEAD INS INC | $2,292 | 0.00% | 54 | -31 | -36.5% | -$1,316 | 减仓 |
| NSP | INSPERITY INC | $2,289 | 0.00% | 78 | -191 | -71.0% | -$5,605 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,230 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $2,218 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | JERONIMO MARTINS SGPS F | $2,211 | 0.00% | 46 | -100 | -68.5% | -$4,807 | 减仓 |
| IEV | ISHARES EUROPE ETF | $2,195 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ALG | ALAMO GROUP INC | $2,187 | 0.00% | 13 | -15 | -53.6% | -$2,523 | 减仓 |
| HMC | HONDA MTR LTD F | $2,174 | 0.00% | 90 | -361 | -80.0% | -$8,720 | 减仓 |
| CXM | SPRINKLR INC | $2,163 | 0.00% | 357 | -194 | -35.2% | -$1,175 | 减仓 |
| — | DAVIDE CAMPARI-MILANO F | $2,149 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP REALTY | $2,129 | 0.00% | 252 | -844 | -77.0% | -$7,130 | 减仓 |
| — | ASX LTD F | $2,090 | 0.00% | 57 | -190 | -76.9% | -$6,967 | 重新持有 |
| — | NEXON CO LTD F | $2,080 | 0.00% | 124 | -180 | -59.2% | -$3,019 | 减仓 |
| — | OLYMPUS CORP F | $2,030 | 0.00% | 208 | -550 | -72.6% | -$5,368 | 减仓 |
| NVG | NUVEEN AMT-FREE MUNI CRE | $2,023 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS | $2,011 | 0.00% | 66 | 66 | — | $2,011 | 新建仓 |
| TFII | TFI INTL INC F | $2,004 | 0.00% | 18 | -1 | -5.3% | -$111 | 减仓 |
| SSD | SIMPSON MFG INC | $1,996 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED | $1,971 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD F | $1,960 | 0.00% | 200 | -2 | -1.0% | -$20 | 减仓 |
| — | NTT INC F | $1,951 | 0.00% | 79 | -507 | -86.5% | -$1.25万 | 减仓 |
| EMBC | EMBECTA CORP | $1,938 | 0.00% | 219 | -234 | -51.7% | -$2,071 | 减仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $1,923 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1,909 | 0.00% | 20 | -19 | -48.7% | -$1,814 | 减仓 |
| GO | GROCERY OUTLET HLDG CORP | $1,899 | 0.00% | 263 | -456 | -63.4% | -$3,293 | 减仓 |
| SHOP | SHOPIFY INC F | $1,892 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $1,881 | 0.00% | 39 | 39 | — | $1,881 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIE | $1,870 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES IN | $1,869 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC N | $1,860 | 0.00% | 364 | -870 | -70.5% | -$4,446 | 减仓 |
| EIG | EMPLOYERS HLDGS INC | $1,849 | 0.00% | 44 | -63 | -58.9% | -$2,647 | 减仓 |
| VVR | INVESCO SENIOR INCOME TR | $1,836 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| DNOW | DNOW INC | $1,800 | 0.00% | 149 | -847 | -85.0% | -$1.02万 | 减仓 |
| LMBS | FIRST TRUST LOW DURATION | $1,796 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | INFORMA PLC F | $1,766 | 0.00% | 83 | -33 | -28.4% | -$702 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $1,766 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,765 | 0.00% | 18 | -41 | -69.5% | -$4,020 | 减仓 |
| STE | STERIS PLC F | $1,750 | 0.00% | 8 | -28 | -77.8% | -$6,125 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $1,746 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL | $1,728 | 0.00% | 37 | -3 | -7.5% | -$140 | 减仓 |
| TYG | TORTOISE ENERGY INFRASTR | $1,722 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC | $1,668 | 0.00% | 50 | -39 | -43.8% | -$1,301 | 减仓 |
| — | SONY FINL GROUP INC F | $1,655 | 0.00% | 362 | -708 | -66.2% | -$3,237 | 减仓 |
| CRWV | COREWEAVE INC | $1,645 | 0.00% | 20 | 20 | — | $1,645 | 新建仓 |
| SCHO | SCHWAB SHORT-TERM U.S. | $1,622 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC F | $1,619 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| — | ASSOCIATED BRIT FOODS F | $1,606 | 0.00% | 64 | -10 | -13.5% | -$251 | 减仓 |
| JETS | U.S. GLOBAL JETS ETF | $1,596 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS | $1,586 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| FEZ | STATE STREET SPDR EURO | $1,561 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT LTD F | $1,546 | 0.00% | 55 | 55 | — | $1,546 | 新建仓 |
| — | SUBARU CORP F | $1,491 | 0.00% | 189 | -402 | -68.0% | -$3,171 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1,468 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORP INC MD | $1,457 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MTUS | METALLUS INC | $1,456 | 0.00% | 90 | -328 | -78.5% | -$5,306 | 减仓 |
| WKC | WORLD KINECT CORP | $1,454 | 0.00% | 62 | 21 | 51.2% | $492 | 加仓 |
| PKG | PACKAGING CORP AMER | $1,431 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $1,426 | 0.00% | 63 | -355 | -84.9% | -$8,035 | 减仓 |
| CNMD | CONMED CORP | $1,426 | 0.00% | 41 | 30 | 272.7% | $1,043 | 加仓 |
| TSN | TYSON FOODS INC | $1,422 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $1,415 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NABL | N-ABLE INC | $1,409 | 0.00% | 290 | 237 | 447.2% | $1,151 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GR | $1,391 | 0.00% | 17 | -289 | -94.4% | -$2.36万 | 减仓 |
| MRNA | MODERNA INC | $1,378 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $1,376 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ICL | ICL GROUP LTD F | $1,368 | 0.00% | 261 | 242 | 1,273.7% | $1,268 | 加仓 |
| HEI | HEICO CORP NEW | $1,359 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1,349 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | M3 INC F | $1,336 | 0.00% | 259 | -369 | -58.8% | -$1,903 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $1,330 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP PA | $1,298 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD ADR ADR F | $1,273 | 0.00% | 173 | -317 | -64.7% | -$2,333 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL | $1,268 | 0.00% | 27 | -2 | -6.9% | -$94 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM | $1,243 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER I | $1,231 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TRUP | TRUPANION INC | $1,206 | 0.00% | 47 | -206 | -81.4% | -$5,286 | 减仓 |
| RGEN | REPLIGEN CORP | $1,178 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1,130 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OSW | ONESPAWORLD HLDGS LTD F | $1,127 | 0.00% | 48 | 48 | — | $1,127 | 新建仓 |
| DGRO | ISHARES CORE DIVIDEND | $1,125 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $1,116 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1,112 | 0.00% | 3 | -25 | -89.3% | -$9,267 | 重新持有 |
| — | SYSMEX CORP F | $1,102 | 0.00% | 123 | -256 | -67.5% | -$2,294 | 减仓 |
| STAG | STAG INDL INC | $1,097 | 0.00% | 30 | 0 | 0.0% | — | 不变 |