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 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT PHYSGLD TRST | $9.28万 | 0.01% | 3,059 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC DEL | $9.22万 | 0.01% | 199 | 0 | 0.0% | — | 不变 |
| — | SIEMENS ENERGY AG F | $9.17万 | 0.01% | 2,490 | 552 | 28.5% | $2.03万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $9.13万 | 0.01% | 248 | -90 | -26.6% | -$3.31万 | 减仓 |
| — | IBERDROLA S A F | $9.13万 | 0.01% | 939 | 317 | 51.0% | $3.08万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $9.09万 | 0.01% | 1,699 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS | $8.86万 | 0.01% | 1,268 | 470 | 58.9% | $3.28万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $8.81万 | 0.01% | 658 | -190 | -22.4% | -$2.55万 | 减仓 |
| VIOG | VANGUARD S&P SMALL-CAP | $8.80万 | 0.01% | 601 | -19 | -3.1% | -$2,781 | 减仓 |
| — | MURATA MFG CO LTD F | $8.72万 | 0.01% | 2,422 | 36 | 1.5% | $1,296 | 加仓 |
| — | KIOXIA HLDGS CORP F | $8.72万 | 0.01% | 1,690 | 321 | 23.4% | $1.66万 | 加仓 |
| SBGSY | SCHNEIDER ELEC SA F | $8.68万 | 0.01% | 1,385 | 481 | 53.2% | $3.02万 | 加仓 |
| MDT | MEDTRONIC PLC F | $8.68万 | 0.01% | 1,096 | 362 | 49.3% | $2.87万 | 加仓 |
| AOM | ISHARES CORE 40/60 | $8.65万 | 0.01% | 1,738 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH | $8.57万 | 0.01% | 3,125 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HLDGS CO | $8.56万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $8.45万 | 0.01% | 2,085 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $8.43万 | 0.01% | 227 | 26 | 12.9% | $9,661 | 加仓 |
| KMX | CARMAX INC | $8.36万 | 0.01% | 1,613 | 128 | 8.6% | $6,633 | 加仓 |
| — | SOFTBANK GRP CORP F | $8.35万 | 0.01% | 4,715 | 2,504 | 113.3% | $4.43万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $8.31万 | 0.01% | 8,878 | -227 | -2.5% | -$2,125 | 减仓 |
| APD | AIR PRODS & CHEMS INC | $8.27万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V F | $8.26万 | 0.01% | 296 | -3 | -1.0% | -$838 | 减仓 |
| — | ENEL SOCIETA PER AZION F | $8.26万 | 0.01% | 7,320 | -544 | -6.9% | -$6,136 | 减仓 |
| — | ADVANTEST CORP F | $8.23万 | 0.01% | 445 | -85 | -16.0% | -$1.57万 | 减仓 |
| SMFG | SUMITOMO MITSUI FINL G F | $8.23万 | 0.01% | 3,421 | 1,410 | 70.1% | $3.39万 | 加仓 |
| UL | UNILEVER PLC F | $8.21万 | 0.01% | 1,349 | 782 | 137.9% | $4.76万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $8.21万 | 0.01% | 477 | 5 | 1.1% | $861 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $8.14万 | 0.01% | 638 | -112 | -14.9% | -$1.43万 | 减仓 |
| HTRB | HARTFORD TOTAL RETURN | $8.13万 | 0.01% | 2,416 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD S&P SMALL-CAP | $8.12万 | 0.01% | 693 | -30 | -4.1% | -$3,514 | 减仓 |
| MAC | MACERICH CO | $8.10万 | 0.01% | 3,187 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $8.10万 | 0.01% | 643 | -17 | -2.6% | -$2,141 | 减仓 |
| CEG | CONSTELLATION ENERGY COR | $8.02万 | 0.01% | 339 | -51 | -13.1% | -$1.21万 | 减仓 |
| PSX | PHILLIPS 66 | $7.96万 | 0.01% | 456 | -14 | -3.0% | -$2,443 | 减仓 |
| ECG | EVERUS CONSTR GROUP INC | $7.94万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| CFRUY | COMPAGNIE FINANCIERE A F | $7.94万 | 0.01% | 3,525 | 2,294 | 186.4% | $5.17万 | 加仓 |
| VOOV | VANGUARD S&P 500 VALUE | $7.94万 | 0.01% | 361 | -19 | -5.0% | -$4,178 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $7.92万 | 0.01% | 895 | -168 | -15.8% | -$1.49万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS I | $7.92万 | 0.01% | 159 | 38 | 31.4% | $1.89万 | 加仓 |
| MTB | M&T BK CORP | $7.91万 | 0.01% | 327 | -5 | -1.5% | -$1,210 | 减仓 |
| COP | CONOCOPHILLIPS | $7.88万 | 0.01% | 763 | -101 | -11.7% | -$1.04万 | 减仓 |
| CIEN | CIENA CORP | $7.86万 | 0.01% | 170 | -30 | -15.0% | -$1.39万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA A F | $7.86万 | 0.01% | 3,147 | 692 | 28.2% | $1.73万 | 加仓 |
| TGT | TARGET CORP EQUITY | $7.84万 | 0.01% | 602 | -16 | -2.6% | -$2,085 | 减仓 |
| GM | GENERAL MTRS CO | $7.81万 | 0.01% | 1,034 | -5 | -0.5% | -$378 | 减仓 |
| GKOS | GLAUKOS CORP | $7.77万 | 0.01% | 565 | 111 | 24.4% | $1.53万 | 加仓 |
| AFL | AFLAC INC | $7.74万 | 0.01% | 653 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI EAFE | $7.71万 | 0.01% | 1,418 | -165 | -10.4% | -$8,973 | 减仓 |
| VNQ | VANGUARD REAL ESTATE | $7.71万 | 0.01% | 796 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 | $7.69万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| JEPI | JPMORGAN EQUITY PREMIUM | $7.68万 | 0.01% | 1,368 | 968 | 242.0% | $5.43万 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. | $7.66万 | 0.01% | 741 | -23 | -3.0% | -$2,379 | 减仓 |
| — | UNICREDIT SPA F | $7.64万 | 0.01% | 1,710 | 416 | 32.1% | $1.86万 | 加仓 |
| SPMO | INVESCO S&P 500 MOMENTUM | $7.63万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7.57万 | 0.01% | 1,636 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $7.54万 | 0.01% | 1,407 | 1,107 | 369.0% | $5.93万 | 加仓 |
| MTRN | MATERION CORP | $7.51万 | 0.01% | 265 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $7.51万 | 0.01% | 356 | -16 | -4.3% | -$3,376 | 减仓 |
| KMB | KIMBERLY CLARK CORP | $7.48万 | 0.01% | 671 | 573 | 584.7% | $6.39万 | 加仓 |
| NKE | NIKE INC | $7.47万 | 0.01% | 1,750 | 744 | 74.0% | $3.18万 | 加仓 |
| JBTM | JBT MAREL CORP | $7.45万 | 0.01% | 514 | 154 | 42.8% | $2.23万 | 加仓 |
| IX | ORIX CORP F | $7.45万 | 0.01% | 1,940 | -165 | -7.8% | -$6,336 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS | $7.45万 | 0.01% | 595 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE TELEKOM AG F | $7.44万 | 0.01% | 2,697 | 1,238 | 84.9% | $3.42万 | 加仓 |
| PDP | INVESCO DORSEY WRIGHT | $7.42万 | 0.01% | 505 | -23 | -4.4% | -$3,380 | 减仓 |
| RIO | RIO TINTO PLC F | $7.41万 | 0.01% | 794 | -179 | -18.4% | -$1.67万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $7.38万 | 0.01% | 1,118 | -176 | -13.6% | -$1.16万 | 减仓 |
| ING | ING GROEP N V F | $7.37万 | 0.01% | 2,341 | -824 | -26.0% | -$2.59万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY | $7.35万 | 0.01% | 1,221 | 787 | 181.3% | $4.74万 | 加仓 |
| ALKS | ALKERMES PLC F | $7.35万 | 0.01% | 1,421 | 277 | 24.2% | $1.43万 | 加仓 |
| JCI | JOHNSON CONTROLS INT F | $7.33万 | 0.01% | 506 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $7.31万 | 0.01% | 1,642 | -48 | -2.8% | -$2,138 | 减仓 |
| EMN | EASTMAN CHEM CO | $7.22万 | 0.01% | 1,076 | 13 | 1.2% | $872 | 加仓 |
| LTH | LIFE TIME GROUP HLDGS IN | $7.21万 | 0.01% | 1,801 | -290 | -13.9% | -$1.16万 | 减仓 |
| — | WESFARMERS LTD F | $7.20万 | 0.01% | 2,350 | 1,675 | 248.1% | $5.13万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT | $7.19万 | 0.01% | 1,427 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC F | $7.19万 | 0.01% | 1,938 | 307 | 18.8% | $1.14万 | 加仓 |
| RPV | INVESCO S&P 500 PURE | $7.18万 | 0.01% | 626 | -20 | -3.1% | -$2,295 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS | $7.18万 | 0.01% | 575 | 160 | 38.6% | $2.00万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC F | $7.15万 | 0.01% | 1,180 | -612 | -34.2% | -$3.71万 | 减仓 |
| — | LVMH MOET HENNESSY LOU F | $7.09万 | 0.01% | 648 | 393 | 154.1% | $4.30万 | 加仓 |
| FFIV | F5 INC | $7.08万 | 0.01% | 167 | -3 | -1.8% | -$1,273 | 减仓 |
| FAST | FASTENAL CO | $7.07万 | 0.01% | 1,481 | -59 | -3.8% | -$2,817 | 减仓 |
| — | AIR LIQUIDE F | $7.06万 | 0.01% | 1,763 | 535 | 43.6% | $2.14万 | 加仓 |
| — | BLUE RIDGE BANKSHARES IN | $7.05万 | 0.01% | 19,634 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINL INC | $7.00万 | 0.01% | 708 | 267 | 60.5% | $2.64万 | 加仓 |
| — | BNP PARIBAS F | $6.96万 | 0.01% | 1,206 | 449 | 59.3% | $2.59万 | 加仓 |
| MFG | MIZUHO FINL GROUP INC F | $6.94万 | 0.01% | 7,084 | 2,210 | 45.3% | $2.17万 | 加仓 |
| — | TOKIO MARINE HLDGS INC F | $6.92万 | 0.01% | 1,563 | -406 | -20.6% | -$1.80万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC | $6.91万 | 0.01% | 437 | -191 | -30.4% | -$3.02万 | 减仓 |
| AIR | AAR CORP | $6.91万 | 0.01% | 484 | -58 | -10.7% | -$8,280 | 减仓 |
| FTNT | FORTINET INC | $6.88万 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WTR SOLUTIONS | $6.85万 | 0.01% | 1,398 | 318 | 29.4% | $1.56万 | 加仓 |
| PFE | PFIZER INC | $6.80万 | 0.01% | 2,847 | -1 | -0.0% | -$24 | 减仓 |
| GSLC | GOLDMAN SACHS ACTIVEBETA | $6.78万 | 0.01% | 478 | -20 | -4.0% | -$2,837 | 减仓 |
| HELO | JPMORGAN HEDGED EQUITY | $6.78万 | 0.01% | 1,003 | 1,003 | — | $6.78万 | 新建仓 |
| MCK | MCKESSON CORP | $6.76万 | 0.01% | 88 | -7 | -7.4% | -$5,376 | 减仓 |
| GVA | GRANITE CONSTR INC | $6.74万 | 0.01% | 450 | -73 | -14.0% | -$1.09万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $6.74万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |