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 |
|---|---|---|---|---|---|---|---|---|
| VSEC | VSE CORP | $6.73万 | 0.01% | 294 | -54 | -15.5% | -$1.24万 | 减仓 |
| EAT | BRINKER INTL INC | $6.69万 | 0.01% | 389 | -121 | -23.7% | -$2.08万 | 减仓 |
| — | L OREAL S A F | $6.69万 | 0.01% | 770 | 409 | 113.3% | $3.55万 | 加仓 |
| — | GATES INDL CORP PLC F | $6.65万 | 0.01% | 2,450 | 392 | 19.0% | $1.06万 | 加仓 |
| ETSY | ETSY INC | $6.64万 | 0.01% | 912 | 110 | 13.7% | $8,011 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6.64万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $6.64万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $6.63万 | 0.01% | 555 | -11 | -1.9% | -$1,315 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $6.63万 | 0.01% | 916 | 107 | 13.2% | $7,747 | 加仓 |
| BKNG | BOOKING HLDGS INC | $6.63万 | 0.01% | 363 | 88 | 32.0% | $1.61万 | 加仓 |
| PKW | INVESCO BUYBACK | $6.63万 | 0.01% | 466 | -18 | -3.7% | -$2,561 | 减仓 |
| ECL | ECOLAB INC | $6.63万 | 0.01% | 238 | 20 | 9.2% | $5,567 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD | $6.61万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $6.61万 | 0.01% | 117 | 29 | 33.0% | $1.64万 | 加仓 |
| — | ARCOSA INC | $6.58万 | 0.01% | 455 | -48 | -9.5% | -$6,944 | 减仓 |
| CPB | THE CAMPBELL'S CO | $6.56万 | 0.01% | 2,794 | 2,606 | 1,386.2% | $6.12万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $6.55万 | 0.01% | 154 | 22 | 16.7% | $9,356 | 加仓 |
| RAL | RALLIANT CORP | $6.53万 | 0.01% | 911 | 104 | 12.9% | $7,454 | 加仓 |
| — | HITACHI LTD F | $6.53万 | 0.01% | 2,386 | -980 | -29.1% | -$2.68万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND F | $6.52万 | 0.01% | 497 | 92 | 22.7% | $1.21万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $6.52万 | 0.01% | 1,134 | -18 | -1.6% | -$1,034 | 减仓 |
| TFX | TELEFLEX INC | $6.51万 | 0.01% | 502 | -37 | -6.9% | -$4,801 | 减仓 |
| CZR | CAESARS ENTMT INC NEW | $6.51万 | 0.01% | 2,141 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC | $6.51万 | 0.01% | 685 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $6.49万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $6.49万 | 0.01% | 245 | -1 | -0.4% | -$265 | 减仓 |
| — | MITSUBISHI ELEC CORP F | $6.46万 | 0.01% | 869 | -104 | -10.7% | -$7,728 | 减仓 |
| LYG | LLOYDS BANKING GROUP P F | $6.44万 | 0.01% | 10,922 | -2,948 | -21.3% | -$1.74万 | 减仓 |
| — | RECRUIT HLDGS CO LTD F | $6.44万 | 0.01% | 4,479 | -942 | -17.4% | -$1.35万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $6.41万 | 0.01% | 163 | -26 | -13.8% | -$1.02万 | 减仓 |
| NOW | SERVICENOW INC | $6.39万 | 0.01% | 604 | -134 | -18.2% | -$1.42万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $6.37万 | 0.01% | 2,027 | -36 | -1.7% | -$1,131 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $6.36万 | 0.01% | 8,897 | 2,019 | 29.4% | $1.44万 | 加仓 |
| — | ASSICURAZIONI GENERALI F | $6.34万 | 0.01% | 2,636 | -530 | -16.7% | -$1.28万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS I | $6.34万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| DBSDY | DBS GROUP HLDGS LTD F | $6.34万 | 0.01% | 313 | -67 | -17.6% | -$1.36万 | 减仓 |
| — | QORVO INC | $6.33万 | 0.01% | 697 | 301 | 76.0% | $2.74万 | 加仓 |
| TRV | TRAVELERS COS INC | $6.32万 | 0.01% | 189 | 0 | 0.0% | — | 不变 |
| AROC | ARCHROCK INC | $6.32万 | 0.01% | 1,630 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION | $6.29万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC N | $6.28万 | 0.01% | 530 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6.27万 | 0.01% | 392 | 113 | 40.5% | $1.81万 | 加仓 |
| UPS | UNITED PARCEL SVC INC | $6.24万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS I | $6.24万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $6.22万 | 0.01% | 1,298 | -17 | -1.3% | -$815 | 减仓 |
| SM | SM ENERGY CO | $6.21万 | 0.01% | 2,415 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV S F | $6.21万 | 0.01% | 774 | -216 | -21.8% | -$1.73万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $6.21万 | 0.01% | 763 | -206 | -21.3% | -$1.68万 | 减仓 |
| MSGK | MADISON SQUARE GARDEN SP | $6.20万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $6.20万 | 0.01% | 1,222 | 375 | 44.3% | $1.90万 | 加仓 |
| XEL | XCEL ENERGY INC | $6.19万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $6.18万 | 0.01% | 372 | 299 | 409.6% | $4.97万 | 加仓 |
| TEL | TE CONNECTIVITY PLC F | $6.16万 | 0.01% | 306 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY | $6.15万 | 0.01% | 691 | -26 | -3.6% | -$2,313 | 减仓 |
| GSK | GSK PLC ADR F | $6.13万 | 0.01% | 1,195 | -502 | -29.6% | -$2.58万 | 减仓 |
| LYFT | LYFT INC | $6.12万 | 0.01% | 4,130 | 96 | 2.4% | $1,424 | 加仓 |
| — | CATALYST PHARMACEUTICALS | $6.11万 | 0.01% | 1,942 | 76 | 4.1% | $2,389 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $6.10万 | 0.01% | 640 | 533 | 498.1% | $5.08万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $6.10万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $6.08万 | 0.00% | 151 | -102 | -40.3% | -$4.10万 | 减仓 |
| SNY | SANOFI F | $6.07万 | 0.00% | 1,459 | -238 | -14.0% | -$9,908 | 减仓 |
| NUE | NUCOR CORP | $6.07万 | 0.00% | 277 | -16 | -5.5% | -$3,504 | 减仓 |
| PLXS | PLEXUS CORP | $6.06万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $6.01万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 | $5.95万 | 0.00% | 244 | -25 | -9.3% | -$6,097 | 减仓 |
| HSY | HERSHEY CO | $5.91万 | 0.00% | 331 | -71 | -17.7% | -$1.27万 | 减仓 |
| — | FAST RETAILING CO LTD F | $5.89万 | 0.00% | 1,159 | 365 | 46.0% | $1.86万 | 加仓 |
| DHS | WISDOMTREE U.S. HIGH | $5.85万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC | $5.84万 | 0.00% | 845 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $5.83万 | 0.00% | 1,609 | -483 | -23.1% | -$1.75万 | 减仓 |
| ILCG | ISHARES MORNINGSTAR | $5.78万 | 0.00% | 500 | -26 | -4.9% | -$3,007 | 减仓 |
| OUNZ | VANECK MERK GOLD TRUST | $5.78万 | 0.00% | 1,489 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $5.78万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| VSXY | VICTORIAS SECRET & CO | $5.77万 | 0.00% | 742 | 135 | 22.2% | $1.05万 | 加仓 |
| WAB | WABTEC | $5.73万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIO | $5.72万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $5.71万 | 0.00% | 464 | 89 | 23.7% | $1.10万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $5.71万 | 0.00% | 251 | 251 | — | $5.71万 | 新建仓 |
| XEVTX | EV TAX ADVANTAGED DIVIDE | $5.69万 | 0.00% | 2,048 | -101 | -4.7% | -$2,807 | 减仓 |
| RPG | INVESCO S&P 500 PURE | $5.62万 | 0.00% | 906 | -33 | -3.5% | -$2,046 | 减仓 |
| AZZ | AZZ INC | $5.61万 | 0.00% | 374 | -44 | -10.5% | -$6,596 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $5.58万 | 0.00% | 292 | -15 | -4.9% | -$2,869 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $5.57万 | 0.00% | 1,189 | 35 | 3.0% | $1,639 | 加仓 |
| — | SOCIETE GENERALE F | $5.55万 | 0.00% | 3,162 | -700 | -18.1% | -$1.23万 | 减仓 |
| HON | HONEYWELL INTL INC | $5.54万 | 0.00% | 250 | -416 | -62.5% | -$9.22万 | 减仓 |
| NPO | ENPRO INC | $5.52万 | 0.00% | 153 | 24 | 18.6% | $8,659 | 加仓 |
| AMP | AMERIPRISE FINL INC | $5.52万 | 0.00% | 115 | 48 | 71.6% | $2.30万 | 加仓 |
| MATX | MATSON INC | $5.51万 | 0.00% | 270 | 78 | 40.6% | $1.59万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5.50万 | 0.00% | 42 | 37 | 740.0% | $4.84万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $5.50万 | 0.00% | 480 | 63 | 15.1% | $7,213 | 加仓 |
| BCS | BARCLAYS PLC F | $5.49万 | 0.00% | 2,012 | 637 | 46.3% | $1.74万 | 加仓 |
| CMI | CUMMINS INC | $5.46万 | 0.00% | 80 | -6 | -7.0% | -$4,094 | 减仓 |
| EMR | EMERSON ELEC CO | $5.44万 | 0.00% | 390 | -18 | -4.4% | -$2,511 | 减仓 |
| MET | METLIFE INC | $5.43万 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $5.41万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $5.41万 | 0.00% | 1,149 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE F | $5.40万 | 0.00% | 339 | -449 | -57.0% | -$7.15万 | 减仓 |
| FDN | FIRST TRUST DOW JONES | $5.39万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SANDVIK AB F | $5.39万 | 0.00% | 1,326 | -335 | -20.2% | -$1.36万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES I | $5.38万 | 0.00% | 606 | -96 | -13.7% | -$8,529 | 减仓 |