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 |
|---|---|---|---|---|---|---|---|---|
| — | NORDEA BANK AB F | $5.35万 | 0.00% | 2,860 | -913 | -24.2% | -$1.71万 | 减仓 |
| JXN | JACKSON FINL INC | $5.35万 | 0.00% | 512 | 0 | 0.0% | — | 不变 |
| — | CAIXABANK F | $5.35万 | 0.00% | 11,355 | -2,092 | -15.6% | -$9,853 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.34万 | 0.00% | 1,239 | 262 | 26.8% | $1.13万 | 加仓 |
| — | SHIN-ETSU CHEM CO LTD F | $5.33万 | 0.00% | 2,406 | -2 | -0.1% | -$44 | 减仓 |
| HASI | HA SUSTAINABLE INFRA REI | $5.33万 | 0.00% | 1,379 | 486 | 54.4% | $1.88万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $5.32万 | 0.00% | 2,242 | -2,317 | -50.8% | -$5.50万 | 减仓 |
| — | WARNER BROS DISCOVERY IN | $5.32万 | 0.00% | 1,984 | -510 | -20.4% | -$1.37万 | 减仓 |
| EBKDY | ERSTE GROUP BK A G F | $5.32万 | 0.00% | 809 | -148 | -15.5% | -$9,724 | 减仓 |
| VIRT | VIRTU FINL INC | $5.30万 | 0.00% | 859 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5.29万 | 0.00% | 136 | -13 | -8.7% | -$5,057 | 减仓 |
| VCYT | VERACYTE INC | $5.27万 | 0.00% | 880 | 211 | 31.5% | $1.26万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $5.26万 | 0.00% | 1,201 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC | $5.25万 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $5.23万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR | $5.18万 | 0.00% | 1,726 | -589 | -25.4% | -$1.77万 | 减仓 |
| RELX | RELX PLC F | $5.18万 | 0.00% | 1,650 | 1,478 | 859.3% | $4.64万 | 加仓 |
| FLEX | FLEX LTD F | $5.17万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT I | $5.17万 | 0.00% | 3,135 | 0 | 0.0% | — | 不变 |
| — | ZURICH INS GROUP LTD F | $5.16万 | 0.00% | 1,388 | 233 | 20.2% | $8,654 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $5.12万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $5.12万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| — | BAE SYS PLC F | $5.10万 | 0.00% | 512 | -149 | -22.5% | -$1.49万 | 减仓 |
| KHC | KRAFT HEINZ CO | $5.10万 | 0.00% | 2,038 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $5.09万 | 0.00% | 1,264 | 354 | 38.9% | $1.42万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $5.08万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP | $5.07万 | 0.00% | 256 | -12 | -4.5% | -$2,376 | 减仓 |
| CON | CONCENTRA GROUP HOLD EQU | $5.07万 | 0.00% | 1,647 | -349 | -17.5% | -$1.07万 | 减仓 |
| FTDR | FRONTDOOR INC | $5.07万 | 0.00% | 646 | -129 | -16.6% | -$1.01万 | 减仓 |
| CXW | CORECIVIC INC | $5.07万 | 0.00% | 1,634 | -129 | -7.3% | -$4,000 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CO | $5.06万 | 0.00% | 413 | 245 | 145.8% | $3.00万 | 加仓 |
| CDNS | CADENCE DESIGN SYS INC | $5.06万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $5.05万 | 0.00% | 2,049 | 0 | 0.0% | — | 不变 |
| ATEN | A10 NETWORKS INC | $5.04万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORP | $5.03万 | 0.00% | 634 | 634 | — | $5.03万 | 新建仓 |
| NET | CLOUDFLARE INC | $5.02万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | SWISS LIFE HLDG F | $5.02万 | 0.00% | 916 | -417 | -31.3% | -$2.28万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $4.98万 | 0.00% | 97 | -977 | -91.0% | -$50.15万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $4.96万 | 0.00% | 1,593 | 228 | 16.7% | $7,095 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOF | $4.96万 | 0.00% | 199 | -9 | -4.3% | -$2,242 | 减仓 |
| SONY | SONY GROUP CORP F | $4.95万 | 0.00% | 2,451 | -2,540 | -50.9% | -$5.13万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $4.95万 | 0.00% | 221 | 48 | 27.7% | $1.08万 | 加仓 |
| — | KBC GROUP NV F | $4.94万 | 0.00% | 725 | -123 | -14.5% | -$8,377 | 减仓 |
| RDN | RADIAN GROUP INC | $4.94万 | 0.00% | 1,309 | 389 | 42.3% | $1.47万 | 加仓 |
| — | MUNICH RE GROUP F | $4.93万 | 0.00% | 4,405 | 2,654 | 151.6% | $2.97万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $4.92万 | 0.00% | 1,449 | -391 | -21.2% | -$1.33万 | 减仓 |
| JBL | JABIL INC | $4.92万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| — | LEGRAND S A F | $4.90万 | 0.00% | 1,492 | -401 | -21.2% | -$1.32万 | 减仓 |
| OKTA | OKTA INC | $4.90万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| — | NTNL AUSTRALIA BK LT A F | $4.89万 | 0.00% | 3,808 | -2,120 | -35.8% | -$2.72万 | 减仓 |
| RY | ROYAL BANK OF CANADA F | $4.87万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $4.87万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONSOLIDAT | $4.85万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4.84万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $4.83万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $4.83万 | 0.00% | 399 | -2 | -0.5% | -$242 | 减仓 |
| CRC | CALIFORNIA RES CORP | $4.82万 | 0.00% | 932 | 179 | 23.8% | $9,263 | 加仓 |
| — | MITSUBISHI HEAVY INDS F | $4.82万 | 0.00% | 4,193 | 2,220 | 112.5% | $2.55万 | 加仓 |
| SXI | STANDEX INTL CORP | $4.81万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $4.79万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LIF | LIFE360 INC EQUITY | $4.79万 | 0.00% | 836 | -66 | -7.3% | -$3,783 | 减仓 |
| — | ATLAS COPCO AB F | $4.79万 | 0.00% | 2,391 | 602 | 33.7% | $1.21万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $4.78万 | 0.00% | 488 | -25 | -4.9% | -$2,447 | 减仓 |
| SKT | TANGER INC | $4.77万 | 0.00% | 1,217 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA | $4.77万 | 0.00% | 915 | -31 | -3.3% | -$1,614 | 减仓 |
| — | VOLVO AB F | $4.75万 | 0.00% | 1,417 | -481 | -25.3% | -$1.61万 | 减仓 |
| — | ACS ACTIV DE CONSTRUC F | $4.75万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| — | COMPASS GROUP PLC F | $4.75万 | 0.00% | 1,482 | 234 | 18.8% | $7,495 | 加仓 |
| UTF | COHEN AND STEERS INFRAST | $4.74万 | 0.00% | 1,743 | -25 | -1.4% | -$680 | 减仓 |
| — | INTESA SANPAOLO S P A F | $4.74万 | 0.00% | 1,152 | -1 | -0.1% | -$41 | 减仓 |
| ROST | ROSS STORES INC | $4.73万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP F | $4.72万 | 0.00% | 2,443 | 98 | 4.2% | $1,894 | 加仓 |
| ENB | ENBRIDGE INC F | $4.72万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $4.70万 | 0.00% | 290 | 90 | 45.0% | $1.46万 | 加仓 |
| NEM | NEWMONT CORP | $4.70万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| — | ASM INTERNTNL NV ADR F | $4.70万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $4.69万 | 0.00% | 1,428 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $4.69万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $4.68万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC F | $4.68万 | 0.00% | 2,599 | 774 | 42.4% | $1.39万 | 加仓 |
| MARA | MARA HLDGS INC | $4.65万 | 0.00% | 3,478 | 972 | 38.8% | $1.30万 | 加仓 |
| PJT | PJT PARTNERS INC | $4.65万 | 0.00% | 298 | -194 | -39.4% | -$3.02万 | 减仓 |
| BGC | BGC GROUP INC | $4.64万 | 0.00% | 4,273 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORP N A | $4.64万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| — | VEOLIA ENVIRONNEMENT F | $4.63万 | 0.00% | 2,268 | -741 | -24.6% | -$1.51万 | 减仓 |
| — | MICHELIN COMPAGNIE GEN F | $4.60万 | 0.00% | 2,378 | -388 | -14.0% | -$7,504 | 减仓 |
| OII | OCEANEERING INTL INC | $4.58万 | 0.00% | 1,164 | 0 | 0.0% | — | 不变 |
| — | PANASONIC HLDGS CORP F | $4.58万 | 0.00% | 1,625 | 0 | 0.0% | — | 不变 |
| — | ESSILOR INTL S A F | $4.58万 | 0.00% | 466 | 387 | 489.9% | $3.80万 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $4.58万 | 0.00% | 484 | -102 | -17.4% | -$9,646 | 减仓 |
| WHD | CACTUS INC | $4.56万 | 0.00% | 936 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES INDEX | $4.56万 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| HOPE | HOPE BANCORP INC | $4.56万 | 0.00% | 3,265 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V F | $4.55万 | 0.00% | 643 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $4.52万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH | $4.51万 | 0.00% | 616 | 27 | 4.6% | $1,975 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $4.50万 | 0.00% | 449 | -14 | -3.0% | -$1,405 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $4.50万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| ENVA | ENOVA INTL INC | $4.48万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP | $4.46万 | 0.00% | 2,149 | 0 | 0.0% | — | 不变 |