13F 机构持仓

Salomon & Ludwin, LLC

RICHMOND VA · SEC CIK 0001766156

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SUB 6.8%
IVW 6.1%
JMST 5.4%
XLK 5.2%
BIL 4.3%
VOO 4.2%
IVE 3.5%
VTEB 2.5%
SPY 2.5%
VEA 2.5%

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
BHP BHP GROUP LTD F $8.15万0.01%1,113 -2-0.2% -$146 减仓
NE NOBLE CORP PLC F $8.13万0.01%1,631 32024.4% $1.60万 加仓
SNY SANOFI F $8.13万0.01%1,697 1,075172.8% $5.15万 加仓
WAT WATERS CORP $8.12万0.01%267 231641.7% $7.03万 加仓
— BLUE RIDGE BANKSHARES IN $8.09万0.01%19,634 -1,642-7.7% -$6,765 减仓
— MITSUBISHI CORP F $8.08万0.01%2,357 1,200103.7% $4.12万 加仓
EXC EXELON CORP $8.07万0.01%1,636 42935.5% $2.12万 加仓
PFE PFIZER INC $8.07万0.01%2,848 -5-0.2% -$142 减仓
TRNO TERRENO RLTY CORP $8.04万0.01%1,294 45854.8% $2.85万 加仓
— BAE SYS PLC F $8.03万0.01%661 435192.5% $5.29万 加仓
MOH MOLINA HEALTHCARE INC $8.01万0.01%575 492592.8% $6.86万 加仓
EMN EASTMAN CHEM CO $7.98万0.01%1,063 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $7.98万0.01%2,162 82962.2% $3.06万 加仓
— MACQUARIE GROUP LTD F $7.93万0.01%551 297116.9% $4.27万 加仓
APD AIR PRODS & CHEMS INC $7.93万0.01%270 93.4% $2,642 加仓
DBEF XTRACKERS MSCI EAFE $7.92万0.01%1,583 00.0% — 不变
ZTS ZOETIS INC $7.89万0.01%669 00.0% — 不变
SMTC SEMTECH CORP $7.84万0.01%948 29845.8% $2.46万 加仓
VIOG VANGUARD S&P SMALL-CAP $7.82万0.01%620 00.0% — 不变
VOOV VANGUARD S&P 500 VALUE $7.77万0.01%380 00.0% — 不变
PIPR PIPER SANDLER COS $7.72万0.01%992 865681.1% $6.73万 加仓
SNEX STONEX GROUP INC $7.57万0.01%897 514134.2% $4.34万 加仓
GM GENERAL MTRS CO $7.54万0.01%1,039 -3-0.3% -$218 减仓
AGX ARGAN INC $7.53万0.01%131 131— $7.53万 新建仓
NOW SERVICENOW INC $7.53万0.01%738 473178.5% $4.82万 加仓
TGT TARGET CORP EQUITY $7.44万0.01%618 00.0% — 不变
SANM SANMINA CORP $7.40万0.01%568 18146.8% $2.36万 加仓
SM SM ENERGY CO $7.39万0.01%2,415 2,064588.0% $6.32万 加仓
VIOV VANGUARD S&P SMALL-CAP $7.38万0.01%723 -23-3.1% -$2,349 减仓
EAT BRINKER INTL INC $7.38万0.01%510 21170.6% $3.05万 加仓
MUFG MITSUBISHI UFJ FINL GR F $7.38万0.01%4,220 -4-0.1% -$70 减仓
— SWISS LIFE HLDG F $7.38万0.01%1,333 1,098467.2% $6.07万 加仓
BCPC BALCHEM CORP $7.33万0.01%430 227111.8% $3.87万 加仓
ALC ALCON INC F $7.31万0.01%980 706257.7% $5.26万 加仓
LNC LINCOLN NATL CORP IND $7.30万0.01%2,092 83666.6% $2.92万 加仓
— AIA GROUP LTD F $7.24万0.01%1,625 54350.2% $2.42万 加仓
LYG LLOYDS BANKING GROUP P F $7.23万0.01%13,870 7,401114.4% $3.86万 加仓
TM TOYOTA MTR CORP F $7.22万0.01%349 00.0% — 不变
AFL AFLAC INC $7.21万0.01%653 00.0% — 不变
JPST JPMORGAN ULTRA-SHORT $7.20万0.01%1,427 -53-3.6% -$2,674 减仓
— ADVANTEST CORP F $7.19万0.01%530 23076.7% $3.12万 加仓
VRT VERTIV HLDGS CO $7.19万0.01%275 -1-0.4% -$261 减仓
VNQ VANGUARD REAL ESTATE $7.18万0.01%796 00.0% — 不变
MKTX MARKETAXESS HLDGS INC $7.15万0.01%417 15659.8% $2.67万 加仓
EPRT ESSENTIAL PPTYS RLTY TR $7.14万0.01%2,315 94669.1% $2.92万 加仓
BFH BREAD FINL HOLDINGS $7.14万0.01%978 9110.3% $6,645 加仓
FAST FASTENAL CO $7.13万0.01%1,540 00.0% — 不变
SAN BANCO SANTANDER SA F $7.12万0.01%6,242 -7-0.1% -$80 减仓
VSAT VIASAT INC $7.07万0.01%1,317 44951.7% $2.41万 加仓
BUD ANHEUSER BUSCH INBEV S F $7.06万0.01%990 519110.2% $3.70万 加仓
SPGI S&P GLOBAL INC $6.98万0.01%162 -23-12.4% -$9,917 减仓
MTB M&T BK CORP $6.98万0.01%332 -7-2.1% -$1,471 减仓
ESI ELEMENT SOLUTIONS IN $6.96万0.01%2,041 19410.5% $6,611 加仓
RPV INVESCO S&P 500 PURE $6.95万0.01%646 00.0% — 不变
MLRG ISHARES MORNINGSTAR U.S. $6.93万0.01%764 00.0% — 不变
GD GENERAL DYNAMICS CORP $6.91万0.01%198 00.0% — 不变
PJT PJT PARTNERS INC $6.89万0.01%492 286138.8% $4.00万 加仓
ELV ELEVANCE HEALTH INC $6.89万0.01%229 -36-13.6% -$1.08万 减仓
DBSDY DBS GROUP HLDGS LTD F $6.85万0.01%380 17888.1% $3.21万 加仓
— WARNER BROS DISCOVERY IN $6.81万0.01%2,494 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $6.81万0.01%636 -114-15.2% -$1.22万 减仓
PAYX PAYCHEX INC $6.76万0.01%737 12119.6% $1.11万 加仓
JCI JOHNSON CONTROLS INT F $6.73万0.01%506 00.0% — 不变
— ALLIANZ SE F $6.72万0.01%1,585 00.0% — 不变
OUNZ VANECK MERK GOLD TRUST $6.69万0.01%1,489 -592-28.4% -$2.66万 减仓
BRC BRADY CORP $6.68万0.01%827 526174.8% $4.25万 加仓
— NORDEA BANK AB F $6.66万0.01%3,773 1,909102.4% $3.37万 加仓
LW LAMB WESTON HLDGS INC $6.65万0.01%1,690 1,690— $6.65万 新建仓
APH AMPHENOL CORP NEW $6.63万0.01%518 -5-1.0% -$640 减仓
— SEALED AIR CORP NEW $6.62万0.01%1,573 19113.8% $8,037 加仓
PGR PROGRESSIVE CORP OH $6.62万0.01%339 -6-1.7% -$1,172 减仓
DSI ISHARES ESG MSCI KLD 400 $6.62万0.01%541 6714.1% $8,196 加仓
— GEBERIT AG F $6.61万0.01%998 820460.7% $5.43万 加仓
BWXT BWX TECHNOLOGIES INC $6.60万0.01%307 -14-4.4% -$3,010 减仓
— ANZ GROUP HLDGS LTD F $6.58万0.01%2,568 90854.7% $2.33万 加仓
PTCT PTC THERAPEUTICS INC $6.57万0.01%969 44083.2% $2.98万 加仓
— SANDVIK AB F $6.55万0.01%1,661 833100.6% $3.29万 加仓
— ASSICURAZIONI GENERALI F $6.54万0.01%3,166 2,415321.6% $4.99万 加仓
ECG EVERUS CONSTR GROUP INC $6.52万0.01%526 12832.2% $1.59万 加仓
PDP INVESCO DORSEY WRIGHT $6.50万0.01%528 00.0% — 不变
VSEC VSE CORP $6.44万0.01%348 348— $6.44万 新建仓
— HONG KONG EXCHANGES & F $6.43万0.01%1,254 811183.1% $4.16万 加仓
AJG GALLAGHER ARTHUR J & CO $6.42万0.01%295 -19-6.1% -$4,135 减仓
— MITSUBISHI ELEC CORP F $6.42万0.01%973 526117.7% $3.47万 加仓
PKW INVESCO BUYBACK $6.40万0.01%484 00.0% — 不变
BX BLACKSTONE INC $6.40万0.01%566 10823.6% $1.22万 加仓
TEL TE CONNECTIVITY PLC F $6.40万0.01%306 -11-3.5% -$2,300 减仓
MDT MEDTRONIC PLC F $6.36万0.01%734 -303-29.2% -$2.62万 减仓
GVA GRANITE CONSTR INC $6.36万0.01%523 12932.7% $1.57万 加仓
TFX TELEFLEX INC $6.35万0.01%539 20360.4% $2.39万 加仓
IFNNY INFINEON TECHNOLOGIES F $6.33万0.01%1,403 942204.3% $4.25万 加仓
IX ORIX CORP F $6.32万0.01%2,105 1,361182.9% $4.09万 加仓
GSLC GOLDMAN SACHS ACTIVEBETA $6.29万0.01%498 00.0% — 不变
— VOLVO AB F $6.29万0.01%1,898 1,228183.3% $4.07万 加仓
XEL XCEL ENERGY INC $6.27万0.01%777 00.0% — 不变
MAC MACERICH CO $6.22万0.01%3,187 99845.6% $1.95万 加仓
PTGX PROTAGONIST THERAPEUTICS $6.17万0.01%595 15936.5% $1.65万 加仓
BSX BOSTON SCIENTIFIC CORP $6.14万0.01%977 -61-5.9% -$3,832 减仓
SIEGY SIEMENS A G F $6.13万0.01%498 -123-19.8% -$1.51万 减仓
KMX CARMAX INC $6.12万0.01%1,485 956.8% $3,917 加仓