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 |
|---|---|---|---|---|---|---|---|---|
| TKO | TKO GROUP HLDGS INC | $3,441 | 0.00% | 17 | -63 | -78.8% | -$1.28万 | 减仓 |
| DMC | DEL MONTE CORP F | $3,316 | 0.00% | 120 | -113 | -48.5% | -$3,123 | 减仓 |
| BAM | BROOKFIELD ASSET MGMT F | $3,269 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FIZZ | NTNL BEVERAGE CORP | $3,224 | 0.00% | 104 | -344 | -76.8% | -$1.07万 | 减仓 |
| — | AEON CO LTD F | $3,156 | 0.00% | 396 | -524 | -57.0% | -$4,176 | 减仓 |
| SOLV | SOLVENTUM CORP | $3,134 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CFFN | CAPITOL FED FINL INC | $3,129 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| — | HEXAGON AB F | $3,114 | 0.00% | 377 | -221 | -37.0% | -$1,825 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $3,045 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| — | CAPGEMINI S E F | $3,038 | 0.00% | 148 | -1,016 | -87.3% | -$2.09万 | 减仓 |
| KR | KROGER CO | $3,037 | 0.00% | 54 | -215 | -79.9% | -$1.21万 | 减仓 |
| — | DAI NIPPON PRTG LTD JA F | $2,994 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| TREX | TREX CO INC | $2,970 | 0.00% | 61 | 61 | — | $2,970 | 新建仓 |
| QNST | QUINSTREET INC | $2,957 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $2,943 | 0.00% | 151 | 151 | — | $2,943 | 新建仓 |
| — | EAST JAPAN RY CO F | $2,933 | 0.00% | 289 | -1,967 | -87.2% | -$2.00万 | 减仓 |
| BHVN | BIOHAVEN LTD F | $2,931 | 0.00% | 186 | -14 | -7.0% | -$221 | 减仓 |
| — | ORKLA A S F | $2,921 | 0.00% | 272 | -50 | -15.5% | -$537 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2,904 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EWQ | ISHARES MSCI FRANCE ETF | $2,877 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $2,869 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ACCELLERON INDS AG F | $2,821 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $2,785 | 0.00% | 148 | -1 | -0.7% | -$19 | 减仓 |
| — | ACCOR S A F | $2,737 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $2,708 | 0.00% | 73 | -606 | -89.2% | -$2.25万 | 减仓 |
| CF | CF INDS HLDGS INC | $2,704 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| STEP | STEPSTONE GROUP INC | $2,683 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | BRENNTAG SE F | $2,658 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X MLP ETF | $2,644 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR | $2,636 | 0.00% | 117 | -1 | -0.8% | -$23 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY | $2,626 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CHOCOLADEFABRIKEN LIND F | $2,619 | 0.00% | 224 | 155 | 224.6% | $1,812 | 加仓 |
| UA | UNDER ARMOUR INC | $2,601 | 0.00% | 407 | -1,898 | -82.3% | -$1.21万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $2,578 | 0.00% | 83 | -358 | -81.2% | -$1.11万 | 减仓 |
| CRWV | COREWEAVE INC | $2,571 | 0.00% | 30 | 10 | 50.0% | $857 | 加仓 |
| DCI | DONALDSON INC | $2,567 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS | $2,555 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| — | MOWI ASA F | $2,554 | 0.00% | 140 | -603 | -81.2% | -$1.10万 | 减仓 |
| TFII | TFI INTL INC F | $2,550 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE C 27 WTS | $2,545 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $2,540 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | OBIC CO LTD F | $2,471 | 0.00% | 211 | -1,765 | -89.3% | -$2.07万 | 减仓 |
| VCIT | VANGUARD | $2,466 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE | $2,465 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTL INC EQUITY | $2,452 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD F | $2,450 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $2,441 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2,433 | 0.00% | 88 | -306 | -77.7% | -$8,460 | 重新持有 |
| EWJ | ISHARES MSCI JAPAN ETF | $2,419 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | THALES F | $2,391 | 0.00% | 46 | -141 | -75.4% | -$7,329 | 减仓 |
| CNMD | CONMED CORP | $2,391 | 0.00% | 73 | 32 | 78.0% | $1,048 | 加仓 |
| ALLE | ALLEGION PUB LTD CO F | $2,379 | 0.00% | 17 | -27 | -61.4% | -$3,778 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2,353 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2,331 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AIT | APPLIED INDL TECHNOLOGIE | $2,325 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES EUROPE ETF | $2,309 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | NTT INC F | $2,300 | 0.00% | 104 | 25 | 31.6% | $553 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $2,253 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| — | SALMAR ASA F | $2,223 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP | $2,218 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| SBSI | SOUTHSIDE BANCSHARES INC | $2,172 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| JETS | U.S. GLOBAL JETS ETF | $2,127 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | OLYMPUS CORP F | $2,095 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT-FREE MUNI CRE | $2,082 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $2,030 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $2,020 | 0.00% | 10 | -80 | -88.9% | -$1.62万 | 减仓 |
| FMC | FMC CORP | $2,004 | 0.00% | 183 | -1,281 | -87.5% | -$1.40万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES IN | $1,984 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED | $1,956 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC F | $1,946 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $1,923 | 0.00% | 34 | -58 | -63.0% | -$3,280 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $1,858 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC F | $1,830 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL | $1,799 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $1,799 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SENIOR INCOME TR | $1,788 | 0.00% | 598 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TRUST LOW DURATION | $1,788 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANG | $1,774 | 0.00% | 14 | -337 | -96.0% | -$4.27万 | 减仓 |
| AUR | AURORA INNOVATION INC | $1,732 | 0.00% | 245 | 245 | — | $1,732 | 新建仓 |
| — | VERRICA PHARMACEUTICALS | $1,723 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| FEZ | STATE STREET SPDR EURO | $1,698 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORP INC MD | $1,628 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AMPH | AMPHASTAR PHARMACEUTICAL | $1,628 | 0.00% | 81 | -148 | -64.6% | -$2,975 | 重新持有 |
| MTUS | METALLUS INC | $1,623 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM U.S. | $1,611 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC | $1,606 | 0.00% | 98 | -1,004 | -91.1% | -$1.65万 | 减仓 |
| SCHH | SCHWAB U.S. REIT ETF | $1,593 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRASTR | $1,578 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $1,528 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | RENAULT S A F | $1,524 | 0.00% | 254 | -3,122 | -92.5% | -$1.87万 | 减仓 |
| FNB | F N B CORP PA | $1,496 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $1,486 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD ADR ADR F | $1,481 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| — | VOLKSWAGEN A G F | $1,474 | 0.00% | 177 | -301 | -63.0% | -$2,507 | 减仓 |
| — | DEUTSCHE LUFTHANSA A G F | $1,371 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| — | HANNOVER RUECK SE F | $1,341 | 0.00% | 29 | -445 | -93.9% | -$2.06万 | 减仓 |
| — | COLOPLAST A/S F | $1,321 | 0.00% | 229 | -2,829 | -92.5% | -$1.63万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $1,315 | 0.00% | 35 | 35 | — | $1,315 | 新建仓 |
| SCHC | SCHWAB INTERNATIONAL | $1,302 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $1,298 | 0.00% | 12 | 0 | 0.0% | — | 不变 |