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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $14.59万 | 0.01% | 651 | -124 | -16.0% | -$2.78万 | 减仓 |
| SIEGY | SIEMENS A G F | $14.55万 | 0.01% | 936 | 438 | 88.0% | $6.81万 | 加仓 |
| ABBNY | ABB LTD F | $14.26万 | 0.01% | 1,350 | 208 | 18.2% | $2.20万 | 加仓 |
| C | CITIGROUP INC | $13.82万 | 0.01% | 986 | -11 | -1.1% | -$1,541 | 减仓 |
| BP | BP P L C F | $13.68万 | 0.01% | 3,783 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $13.39万 | 0.01% | 354 | 87 | 32.6% | $3.29万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINL GR F | $13.38万 | 0.01% | 6,603 | 2,383 | 56.5% | $4.83万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $13.37万 | 0.01% | 575 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC NEW | $13.24万 | 0.01% | 135 | -30 | -18.2% | -$2.94万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE | $13.22万 | 0.01% | 667 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $13.21万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $13.11万 | 0.01% | 251 | -1,575 | -86.3% | -$82.28万 | 减仓 |
| BA | BOEING CO | $13.09万 | 0.01% | 599 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $12.94万 | 0.01% | 611 | -2 | -0.3% | -$424 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $12.87万 | 0.01% | 2,281 | -19 | -0.8% | -$1,072 | 减仓 |
| RCL | ROYAL CARIBBEAN GROU F | $12.83万 | 0.01% | 419 | 87 | 26.2% | $2.66万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $12.79万 | 0.01% | 246 | -44 | -15.2% | -$2.29万 | 减仓 |
| BHP | BHP GROUP LTD F | $12.73万 | 0.01% | 1,548 | 435 | 39.1% | $3.58万 | 加仓 |
| GSIE | GOLDMAN SACHS ACTIVEBETA | $12.70万 | 0.01% | 2,794 | -145 | -4.9% | -$6,593 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS | $12.70万 | 0.01% | 1,358 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD S&P MID-CAP 400 | $12.65万 | 0.01% | 1,114 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $12.46万 | 0.01% | 1,297 | 40 | 3.2% | $3,843 | 加仓 |
| UNP | UNION PAC CORP | $12.44万 | 0.01% | 448 | -49 | -9.9% | -$1.36万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $12.41万 | 0.01% | 518 | 223 | 75.6% | $5.34万 | 加仓 |
| DE | DEERE & CO | $12.18万 | 0.01% | 194 | -7 | -3.5% | -$4,393 | 减仓 |
| MKSI | MKS INC | $12.13万 | 0.01% | 295 | -92 | -23.8% | -$3.78万 | 减仓 |
| FDM | FIRST TRUST DOW JONES | $12.11万 | 0.01% | 1,291 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $11.92万 | 0.01% | 679 | -3 | -0.4% | -$527 | 减仓 |
| FORM | FORMFACTOR INC | $11.87万 | 0.01% | 807 | -31 | -3.7% | -$4,561 | 减仓 |
| IWB | ISHARES RUSSELL 1000 | $11.86万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP | $11.83万 | 0.01% | 816 | -59 | -6.7% | -$8,551 | 减仓 |
| MPC | MARATHON PETE CORP | $11.81万 | 0.01% | 446 | -4 | -0.9% | -$1,059 | 减仓 |
| MGM | MGM RESORTS INTL | $11.76万 | 0.01% | 2,475 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $11.75万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| JCPB | JPMORGAN CORE PLUS BOND | $11.73万 | 0.01% | 2,512 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $11.69万 | 0.01% | 1,042 | 0 | 0.0% | — | 不变 |
| — | COMMONWEALTH BK AUSTRA F | $11.67万 | 0.01% | 1,059 | -30 | -2.8% | -$3,306 | 减仓 |
| TJX | TJX COS INC NEW | $11.61万 | 0.01% | 767 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $11.59万 | 0.01% | 1,128 | 391 | 53.1% | $4.02万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $11.53万 | 0.01% | 1,085 | 0 | 0.0% | — | 不变 |
| — | TOKYO ELECTRON LTD F | $11.50万 | 0.01% | 509 | 192 | 60.6% | $4.34万 | 加仓 |
| SAFRY | SAFRAN F | $11.46万 | 0.01% | 1,151 | 550 | 91.5% | $5.48万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC F | $11.44万 | 0.01% | 236 | -6 | -2.5% | -$2,907 | 减仓 |
| PRK | PARK NATL CORP | $11.42万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST | $11.36万 | 0.01% | 3,342 | -5,203 | -60.9% | -$17.69万 | 减仓 |
| BC | BRUNSWICK CORP | $11.36万 | 0.01% | 1,392 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $11.31万 | 0.01% | 2,341 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSIN | $11.24万 | 0.01% | 477 | -46 | -8.8% | -$1.08万 | 减仓 |
| AVUS | AVANTIS US EQUITY ETF | $11.23万 | 0.01% | 881 | -44 | -4.8% | -$5,610 | 减仓 |
| BNY | BANK NEW YORK MELLON COR | $11.21万 | 0.01% | 768 | -7 | -0.9% | -$1,022 | 减仓 |
| PGR | PROGRESSIVE CORP OH | $11.17万 | 0.01% | 496 | 157 | 46.3% | $3.54万 | 加仓 |
| MXL | MAXLINEAR INC | $11.15万 | 0.01% | 992 | -177 | -15.1% | -$1.99万 | 减仓 |
| ETN | EATON CORP PLC F | $11.13万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $11.10万 | 0.01% | 897 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $11.10万 | 0.01% | 415 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $10.99万 | 0.01% | 114 | -7 | -5.8% | -$6,747 | 减仓 |
| VSAT | VIASAT INC | $10.93万 | 0.01% | 1,317 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $10.74万 | 0.01% | 139 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA F | $10.70万 | 0.01% | 7,751 | 1,509 | 24.2% | $2.08万 | 加仓 |
| NVO | NOVO-NORDISK A S F | $10.68万 | 0.01% | 2,189 | -484 | -18.1% | -$2.36万 | 减仓 |
| DHR | DANAHER CORP | $10.65万 | 0.01% | 550 | -59 | -9.7% | -$1.14万 | 减仓 |
| TM | TOYOTA MTR CORP F | $10.62万 | 0.01% | 626 | 277 | 79.4% | $4.70万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $10.54万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $10.47万 | 0.01% | 601 | 497 | 477.9% | $8.66万 | 加仓 |
| COWZ | PACER US CASH COWS 100 | $10.47万 | 0.01% | 1,667 | 2 | 0.1% | $126 | 加仓 |
| — | AIRBUS SE F | $10.45万 | 0.01% | 1,852 | 1,171 | 172.0% | $6.61万 | 加仓 |
| — | ALLIANZ SE F | $10.34万 | 0.01% | 2,196 | 611 | 38.5% | $2.88万 | 加仓 |
| BFH | BREAD FINL HOLDINGS | $10.31万 | 0.01% | 978 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $10.29万 | 0.01% | 2,690 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES MSCI GLOBAL | $10.23万 | 0.01% | 3,308 | 14 | 0.4% | $433 | 加仓 |
| TMUS | T-MOBILE US INC | $10.19万 | 0.01% | 589 | -123 | -17.3% | -$2.13万 | 减仓 |
| ESI | ELEMENT SOLUTIONS IN | $10.17万 | 0.01% | 2,223 | 182 | 8.9% | $8,325 | 加仓 |
| VMC | VULCAN MATLS CO | $10.09万 | 0.01% | 342 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $10.02万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LIN | $10.00万 | 0.01% | 459 | -3 | -0.6% | -$654 | 减仓 |
| TTE | TOTALENERGIES F | $9.98万 | 0.01% | 1,334 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP NEW | $9.95万 | 0.01% | 578 | 60 | 11.6% | $1.03万 | 加仓 |
| POOL | POOL CORP | $9.92万 | 0.01% | 460 | 403 | 707.0% | $8.69万 | 加仓 |
| ALLW | STATE STREET BRIDGEWATER | $9.91万 | 0.01% | 3,400 | 3,400 | — | $9.91万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $9.88万 | 0.01% | 738 | -41 | -5.3% | -$5,486 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $9.85万 | 0.01% | 704 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW | $9.81万 | 0.01% | 364 | -38 | -9.5% | -$1.02万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $9.73万 | 0.01% | 2,226 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $9.70万 | 0.01% | 594 | -9 | -1.5% | -$1,469 | 减仓 |
| DHI | D R HORTON INC | $9.66万 | 0.01% | 615 | -13 | -2.1% | -$2,042 | 减仓 |
| — | MACQUARIE GROUP LTD F | $9.65万 | 0.01% | 558 | 7 | 1.3% | $1,210 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL | $9.65万 | 0.01% | 931 | -49 | -5.0% | -$5,076 | 减仓 |
| WELL | WELLTOWER INC | $9.64万 | 0.01% | 419 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW | $9.62万 | 0.01% | 1,279 | 0 | 0.0% | — | 不变 |
| IFNNY | INFINEON TECHNOLOGIES F | $9.57万 | 0.01% | 1,074 | -329 | -23.4% | -$2.93万 | 减仓 |
| — | ROLLS-ROYCE HOLDINGS P F | $9.54万 | 0.01% | 4,967 | 1,565 | 46.0% | $3.00万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $9.53万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP F | $9.52万 | 0.01% | 2,337 | -10 | -0.4% | -$407 | 减仓 |
| SPGI | S&P GLOBAL INC | $9.50万 | 0.01% | 229 | 67 | 41.4% | $2.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $9.49万 | 0.01% | 2,992 | -174 | -5.5% | -$5,519 | 减仓 |
| MHK | MOHAWK INDS INC | $9.48万 | 0.01% | 791 | 477 | 151.9% | $5.72万 | 加仓 |
| PLD | PROLOGIS INC | $9.47万 | 0.01% | 692 | -2 | -0.3% | -$274 | 减仓 |
| STX | SEAGATE TECHNOLOGY H F | $9.43万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $9.39万 | 0.01% | 180 | -14 | -7.2% | -$7,306 | 减仓 |
| UBS | UBS GROUP AG F | $9.30万 | 0.01% | 1,871 | 574 | 44.3% | $2.85万 | 加仓 |