Salomon & Ludwin, LLC
RICHMOND VA · SEC CIK 0001766156
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $4.74万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $4.74万 | 0.00% | 1,418 | 749 | 112.0% | $2.50万 | 加仓 |
| — | SIKA AG F | $4.73万 | 0.00% | 2,899 | 1,898 | 189.6% | $3.10万 | 加仓 |
| — | ADIDAS AG F | $4.73万 | 0.00% | 605 | 429 | 243.8% | $3.35万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $4.73万 | 0.00% | 1,365 | 140 | 11.4% | $4,850 | 加仓 |
| CMI | CUMMINS INC | $4.73万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | MICHELIN COMPAGNIE GEN F | $4.73万 | 0.00% | 2,766 | 2,328 | 531.5% | $3.98万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $4.73万 | 0.00% | 893 | -34 | -3.7% | -$1,799 | 减仓 |
| VPU | VANGUARD UTILITIES INDEX | $4.72万 | 0.00% | 236 | -32 | -11.9% | -$6,404 | 减仓 |
| — | UNICREDIT SPA F | $4.70万 | 0.00% | 1,294 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $4.69万 | 0.00% | 809 | 212 | 35.5% | $1.23万 | 加仓 |
| — | ELECTRONIC ARTS INC | $4.68万 | 0.00% | 230 | -1 | -0.4% | -$204 | 减仓 |
| LAUR | LAUREATE ED INC | $4.67万 | 0.00% | 1,392 | 1,392 | — | $4.67万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOOR | $4.67万 | 0.00% | 814 | 332 | 68.9% | $1.90万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $4.65万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $4.65万 | 0.00% | 141 | 82 | 139.0% | $2.70万 | 加仓 |
| KHC | KRAFT HEINZ CO | $4.64万 | 0.00% | 2,038 | -38 | -1.8% | -$866 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $4.63万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| UTF | COHEN AND STEERS INFRAST | $4.61万 | 0.00% | 1,768 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $4.61万 | 0.00% | 161 | 99 | 159.7% | $2.84万 | 加仓 |
| BKNG | BOOKING HLDGS INC | $4.61万 | 0.00% | 11 | -3 | -21.4% | -$1.26万 | 减仓 |
| — | STANDARD CHARTERED PLC F | $4.61万 | 0.00% | 1,089 | 681 | 166.9% | $2.88万 | 加仓 |
| — | CATALYST PHARMACEUTICALS | $4.61万 | 0.00% | 1,866 | 1,093 | 141.4% | $2.70万 | 加仓 |
| BOX | BOX INC | $4.61万 | 0.00% | 1,918 | 535 | 38.7% | $1.29万 | 加仓 |
| CC | CHEMOURS CO | $4.59万 | 0.00% | 2,129 | 768 | 56.4% | $1.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $4.57万 | 0.00% | 361 | -202 | -35.9% | -$2.56万 | 减仓 |
| SNDK | SANDISK CORP | $4.56万 | 0.00% | 65 | 11 | 20.4% | $7,717 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $4.55万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $4.55万 | 0.00% | 93 | 59 | 173.5% | $2.88万 | 加仓 |
| ATR | APTARGROUP INC | $4.54万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC F | $4.54万 | 0.00% | 2,058 | -1 | -0.0% | -$22 | 减仓 |
| MWA | MUELLER WATER PRODUC | $4.53万 | 0.00% | 1,639 | 730 | 80.3% | $2.02万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGI | $4.53万 | 0.00% | 644 | 295 | 84.5% | $2.08万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $4.52万 | 0.00% | 1,063 | 402 | 60.8% | $1.71万 | 加仓 |
| RPG | INVESCO S&P 500 PURE | $4.51万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORP | $4.51万 | 0.00% | 360 | -26 | -6.7% | -$3,254 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $4.50万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $4.49万 | 0.00% | 82 | 7 | 9.3% | $3,835 | 加仓 |
| NATL | NCR ATLEOS CORP | $4.49万 | 0.00% | 1,027 | 319 | 45.1% | $1.39万 | 加仓 |
| CVSA | COVISTA INC | $4.48万 | 0.00% | 380 | 144 | 61.0% | $1.70万 | 加仓 |
| WHD | CACTUS INC | $4.47万 | 0.00% | 936 | 212 | 29.3% | $1.01万 | 加仓 |
| — | MITSUI FUDOSAN CO LTD F | $4.47万 | 0.00% | 1,388 | 984 | 243.6% | $3.17万 | 加仓 |
| BCC | BOISE CASCADE CO | $4.46万 | 0.00% | 609 | 232 | 61.5% | $1.70万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $4.46万 | 0.00% | 690 | 286 | 70.8% | $1.85万 | 加仓 |
| NKE | NIKE INC | $4.44万 | 0.00% | 1,006 | -445 | -30.7% | -$1.97万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $4.43万 | 0.00% | 475 | 348 | 274.0% | $3.24万 | 加仓 |
| — | DSV A/S F | $4.42万 | 0.00% | 363 | 213 | 142.0% | $2.60万 | 加仓 |
| STX | SEAGATE TECHNOLOGY H F | $4.42万 | 0.00% | 103 | 11 | 12.0% | $4,723 | 加仓 |
| LBRT | LIBERTY ENERGY INC A | $4.42万 | 0.00% | 1,573 | 287 | 22.3% | $8,065 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $4.42万 | 0.00% | 58 | 16 | 38.1% | $1.22万 | 加仓 |
| MET | METLIFE INC | $4.41万 | 0.00% | 623 | 28 | 4.7% | $1,980 | 加仓 |
| — | GLENCORE PLC F | $4.37万 | 0.00% | 2,946 | 978 | 49.7% | $1.45万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $4.37万 | 0.00% | 465 | 112 | 31.7% | $1.05万 | 加仓 |
| DLTR | DOLLAR TREE INC | $4.35万 | 0.00% | 401 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $4.34万 | 0.00% | 4,982 | 1,656 | 49.8% | $1.44万 | 加仓 |
| PLXS | PLEXUS CORP | $4.33万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $4.33万 | 0.00% | 2,041 | 1,158 | 131.1% | $2.46万 | 加仓 |
| DIOD | DIODES INC | $4.32万 | 0.00% | 630 | 241 | 62.0% | $1.65万 | 加仓 |
| NET | CLOUDFLARE INC | $4.32万 | 0.00% | 204 | 63 | 44.7% | $1.33万 | 加仓 |
| — | SUZUKI MTR CORP F | $4.28万 | 0.00% | 919 | 751 | 447.0% | $3.50万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS I | $4.28万 | 0.00% | 1,926 | 1,009 | 110.0% | $2.24万 | 加仓 |
| — | INTESA SANPAOLO S P A F | $4.26万 | 0.00% | 1,153 | -1 | -0.1% | -$37 | 减仓 |
| — | SCHINDLER HLDG AG F | $4.26万 | 0.00% | 2,726 | 2,726 | — | $4.26万 | 新建仓 |
| BGC | BGC GROUP INC | $4.26万 | 0.00% | 4,273 | 2,113 | 97.8% | $2.11万 | 加仓 |
| — | ANGLO AMERN PLC F | $4.24万 | 0.00% | 1,911 | 1,131 | 145.0% | $2.51万 | 加仓 |
| FBNC | FIRST BANCORP N C | $4.23万 | 0.00% | 758 | 425 | 127.6% | $2.37万 | 加仓 |
| — | NINTENDO LTD F | $4.23万 | 0.00% | 3,050 | 2,018 | 195.5% | $2.80万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $4.23万 | 0.00% | 766 | 162 | 26.8% | $8,947 | 加仓 |
| FTDR | FRONTDOOR INC | $4.23万 | 0.00% | 775 | 237 | 44.1% | $1.29万 | 加仓 |
| HCC | WARRIOR MET COAL INC | $4.21万 | 0.00% | 444 | 75 | 20.3% | $7,117 | 加仓 |
| LCII | LCI INDS | $4.21万 | 0.00% | 343 | 132 | 62.6% | $1.62万 | 加仓 |
| SKT | TANGER INC | $4.21万 | 0.00% | 1,217 | 525 | 75.9% | $1.81万 | 加仓 |
| HWKN | HAWKINS INC | $4.20万 | 0.00% | 277 | 89 | 47.3% | $1.35万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $4.19万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $4.19万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $4.18万 | 0.00% | 606 | 182 | 42.9% | $1.26万 | 加仓 |
| — | ENGIE S A F | $4.18万 | 0.00% | 1,244 | 332 | 36.4% | $1.12万 | 加仓 |
| NGG | NTNL GRID PLC ADR F | $4.18万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| — | KAO CORP F | $4.18万 | 0.00% | 5,340 | 3,368 | 170.8% | $2.63万 | 加仓 |
| BTU | PEABODY ENERGY CORP NEW | $4.17万 | 0.00% | 1,243 | 261 | 26.6% | $8,759 | 加仓 |
| CON | CONCENTRA GROUP HOLD EQU | $4.17万 | 0.00% | 1,996 | 946 | 90.1% | $1.98万 | 加仓 |
| — | ACS ACTIV DE CONSTRUC F | $4.17万 | 0.00% | 1,627 | 1,123 | 222.8% | $2.88万 | 加仓 |
| NDAQ | NASDAQ INC | $4.16万 | 0.00% | 480 | -110 | -18.6% | -$9,532 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $4.16万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $4.16万 | 0.00% | 208 | -22 | -9.6% | -$4,397 | 减仓 |
| RSG | REPUBLIC SVCS INC | $4.15万 | 0.00% | 186 | 82 | 78.8% | $1.83万 | 加仓 |
| — | JAPAN POST BK CO LTD F | $4.15万 | 0.00% | 2,519 | 2,519 | — | $4.15万 | 新建仓 |
| — | ZURICH INS GROUP LTD F | $4.15万 | 0.00% | 1,155 | -188 | -14.0% | -$6,747 | 减仓 |
| ETSY | ETSY INC | $4.14万 | 0.00% | 802 | 226 | 39.2% | $1.17万 | 加仓 |
| OII | OCEANEERING INTL INC | $4.14万 | 0.00% | 1,164 | 321 | 38.1% | $1.14万 | 加仓 |
| EOG | EOG RES INC | $4.14万 | 0.00% | 290 | -120 | -29.3% | -$1.71万 | 减仓 |
| CENX | CENTURY ALUM CO | $4.13万 | 0.00% | 660 | 286 | 76.5% | $1.79万 | 加仓 |
| — | KONGSBERG GRUPPEN ASA F | $4.12万 | 0.00% | 1,869 | 936 | 100.3% | $2.06万 | 加仓 |
| — | GALDERMA GROUP AG F | $4.12万 | 0.00% | 1,046 | 810 | 343.2% | $3.19万 | 加仓 |
| — | CREDIT AGRICOLE S A F | $4.11万 | 0.00% | 4,372 | 3,073 | 236.6% | $2.89万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $4.11万 | 0.00% | 513 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $4.11万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FINL G F | $4.11万 | 0.00% | 2,011 | -8 | -0.4% | -$163 | 减仓 |
| — | ORANGE F | $4.11万 | 0.00% | 1,994 | 1,161 | 139.4% | $2.39万 | 加仓 |
| TDW | TIDEWATER INC NEW | $4.09万 | 0.00% | 485 | 123 | 34.0% | $1.04万 | 加仓 |