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 |
|---|---|---|---|---|---|---|---|---|
| GOLF | ACUSHNET HLDGS CORP | $4.06万 | 0.00% | 432 | 194 | 81.5% | $1.82万 | 加仓 |
| E | ENI S P A F | $4.04万 | 0.00% | 708 | 121 | 20.6% | $6,909 | 加仓 |
| WMB | WILLIAMS COS INC | $4.04万 | 0.00% | 561 | 190 | 51.2% | $1.37万 | 加仓 |
| — | DAIICHI LIFE GROUP INC F | $4.04万 | 0.00% | 2,161 | 1,299 | 150.7% | $2.43万 | 加仓 |
| MTZ | MASTEC INC | $4.04万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC F | $4.03万 | 0.00% | 1,389 | 739 | 113.7% | $2.15万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $4.03万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $4.03万 | 0.00% | 279 | -227 | -44.9% | -$3.28万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $4.03万 | 0.00% | 1,154 | 262 | 29.4% | $9,149 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4.03万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | ASTELLAS PHARMA INC F | $4.01万 | 0.00% | 2,432 | 1,698 | 231.3% | $2.80万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $4.01万 | 0.00% | 858 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $4.00万 | 0.00% | 262 | 98 | 59.8% | $1.49万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS I | $3.99万 | 0.00% | 200 | 56 | 38.9% | $1.12万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $3.99万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC F | $3.99万 | 0.00% | 1,144 | -100 | -8.0% | -$3,484 | 减仓 |
| MFG | MIZUHO FINL GROUP INC F | $3.98万 | 0.00% | 4,874 | 113 | 2.4% | $922 | 加仓 |
| VIRT | VIRTU FINL INC | $3.97万 | 0.00% | 859 | 309 | 56.2% | $1.43万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3.96万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| — | FARMERS BK APPOMATTOX VA | $3.96万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $3.95万 | 0.00% | 265 | 87 | 48.9% | $1.30万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $3.95万 | 0.00% | 154 | 49 | 46.7% | $1.26万 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT | $3.92万 | 0.00% | 2,287 | 1,402 | 158.4% | $2.40万 | 加仓 |
| DORM | DORMAN PRODS INC | $3.89万 | 0.00% | 386 | 235 | 155.6% | $2.37万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3.89万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECHNOLOGY SOLUTIO | $3.88万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | CSL LTD F | $3.88万 | 0.00% | 1,603 | 709 | 79.3% | $1.72万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $3.88万 | 0.00% | 685 | 392 | 133.8% | $2.22万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $3.87万 | 0.00% | 1,428 | 458 | 47.2% | $1.24万 | 加仓 |
| — | KYOCERA CORP F | $3.87万 | 0.00% | 2,507 | 1,959 | 357.5% | $3.02万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS | $3.86万 | 0.00% | 415 | -94 | -18.5% | -$8,734 | 减仓 |
| IAU | ISHARES GOLD TRUST | $3.85万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| — | TOKYO ELECTRON LTD F | $3.85万 | 0.00% | 317 | 14 | 4.6% | $1,699 | 加仓 |
| SYK | STRYKER CORP | $3.85万 | 0.00% | 116 | -217 | -65.2% | -$7.19万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE | $3.84万 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP | $3.84万 | 0.00% | 2,149 | 1,016 | 89.7% | $1.82万 | 加仓 |
| HAYW | HAYWARD HLDGS INC | $3.84万 | 0.00% | 2,867 | 1,718 | 149.5% | $2.30万 | 加仓 |
| — | DEN DANSKE BANK AKTIES F | $3.83万 | 0.00% | 1,549 | 921 | 146.7% | $2.28万 | 加仓 |
| — | HOYA CORP F | $3.83万 | 0.00% | 220 | 79 | 56.0% | $1.37万 | 加仓 |
| RY | ROYAL BANK OF CANADA F | $3.82万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. | $3.82万 | 0.00% | 744 | -23 | -3.0% | -$1,180 | 减仓 |
| ZION | ZIONS BANCORP N A | $3.81万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $3.81万 | 0.00% | 755 | 257 | 51.6% | $1.30万 | 加仓 |
| NMIH | NMI HLDGS INC | $3.80万 | 0.00% | 1,013 | 433 | 74.7% | $1.63万 | 加仓 |
| HOPE | HOPE BANCORP INC | $3.80万 | 0.00% | 3,265 | 1,470 | 81.9% | $1.71万 | 加仓 |
| LRN | STRIDE INC | $3.79万 | 0.00% | 423 | 114 | 36.9% | $1.02万 | 加仓 |
| DTE | DTE ENERGY CO | $3.79万 | 0.00% | 256 | -1 | -0.4% | -$148 | 减仓 |
| YUM | YUM BRANDS INC | $3.78万 | 0.00% | 242 | 36 | 17.5% | $5,619 | 加仓 |
| TER | TERADYNE INC | $3.78万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | BRAMBLES LTD F | $3.77万 | 0.00% | 1,181 | 406 | 52.4% | $1.30万 | 加仓 |
| AX | AXOS FINL INC | $3.76万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| — | MARUBENI CORP F | $3.76万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $3.76万 | 0.00% | 1,474 | 277 | 23.1% | $7,058 | 加仓 |
| DASH | DOORDASH INC | $3.75万 | 0.00% | 240 | 103 | 75.2% | $1.61万 | 加仓 |
| — | MITSUBISHI ESTATE LTD F | $3.75万 | 0.00% | 1,329 | 678 | 104.1% | $1.91万 | 加仓 |
| CDNS | CADENCE DESIGN SYS INC | $3.73万 | 0.00% | 134 | -7 | -5.0% | -$1,951 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST CF | $3.72万 | 0.00% | 2,204 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $3.71万 | 0.00% | 989 | 38 | 4.0% | $1,426 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $3.69万 | 0.00% | 2,621 | 2,346 | 853.1% | $3.30万 | 加仓 |
| — | AXA SA F | $3.68万 | 0.00% | 786 | 97 | 14.1% | $4,544 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $3.68万 | 0.00% | 1,717 | 853 | 98.7% | $1.83万 | 加仓 |
| FRPT | FRESHPET INC | $3.66万 | 0.00% | 616 | 266 | 76.0% | $1.58万 | 加仓 |
| WERN | WERNER ENTERPRISES INC | $3.66万 | 0.00% | 1,201 | 449 | 59.7% | $1.37万 | 加仓 |
| — | BNP PARIBAS F | $3.65万 | 0.00% | 757 | 72 | 10.5% | $3,474 | 加仓 |
| — | COMPASS GROUP PLC F | $3.65万 | 0.00% | 1,248 | 641 | 105.6% | $1.87万 | 加仓 |
| TRN | TRINITY INDS INC | $3.65万 | 0.00% | 1,107 | 653 | 143.8% | $2.15万 | 加仓 |
| LIF | LIFE360 INC EQUITY | $3.65万 | 0.00% | 902 | 902 | — | $3.65万 | 新建仓 |
| CI | THE CIGNA GROUP | $3.65万 | 0.00% | 135 | -4 | -2.9% | -$1,080 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP | $3.63万 | 0.00% | 1,234 | 0 | 0.0% | — | 不变 |
| CXW | CORECIVIC INC | $3.62万 | 0.00% | 1,763 | 1,230 | 230.8% | $2.52万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT I | $3.61万 | 0.00% | 3,135 | 1,508 | 92.7% | $1.74万 | 加仓 |
| — | CHUGAI PHARMACEUTICALS F | $3.59万 | 0.00% | 1,243 | 666 | 115.4% | $1.92万 | 加仓 |
| TFI | STATE STREET SPDR NUVEEN | $3.59万 | 0.00% | 791 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST REI | $3.59万 | 0.00% | 778 | 354 | 83.5% | $1.63万 | 加仓 |
| FTNT | FORTINET INC | $3.57万 | 0.00% | 433 | 212 | 95.9% | $1.75万 | 加仓 |
| BANF | BANCFIRST CORP | $3.57万 | 0.00% | 327 | 216 | 194.6% | $2.36万 | 加仓 |
| — | DEUTSCHE BOERSE F | $3.56万 | 0.00% | 1,206 | 312 | 34.9% | $9,210 | 加仓 |
| HP | HELMERICH & PAYNE INC | $3.56万 | 0.00% | 1,022 | 264 | 34.8% | $9,190 | 加仓 |
| SXI | STANDEX INTL CORP | $3.56万 | 0.00% | 138 | 39 | 39.4% | $1.01万 | 加仓 |
| BKU | BANKUNITED INC | $3.55万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $3.54万 | 0.00% | 1,212 | 729 | 150.9% | $2.13万 | 加仓 |
| USB | US BANCORP DEL | $3.54万 | 0.00% | 668 | 397 | 146.5% | $2.10万 | 加仓 |
| GPN | GLOBAL PMTS INC | $3.54万 | 0.00% | 552 | 171 | 44.9% | $1.10万 | 加仓 |
| — | TESCO PLC F | $3.53万 | 0.00% | 1,810 | 987 | 119.9% | $1.92万 | 加仓 |
| AMTM | AMENTUM HLDGS INC EQUITY | $3.53万 | 0.00% | 1,305 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $3.52万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $3.51万 | 0.00% | 396 | 140 | 54.7% | $1.24万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $3.50万 | 0.00% | 972 | 479 | 97.2% | $1.73万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $3.49万 | 0.00% | 646 | -395 | -37.9% | -$2.14万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $3.49万 | 0.00% | 3,287 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP | $3.49万 | 0.00% | 566 | 322 | 132.0% | $1.98万 | 加仓 |
| BL | BLACKLINE INC | $3.48万 | 0.00% | 960 | 539 | 128.0% | $1.96万 | 加仓 |
| — | EPIROC AKTIEBOLAG F | $3.48万 | 0.00% | 1,395 | 903 | 183.5% | $2.25万 | 加仓 |
| CRGY | CRESCENT ENERGY CO | $3.48万 | 0.00% | 2,591 | 602 | 30.3% | $8,091 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3.46万 | 0.00% | 364 | 67 | 22.6% | $6,371 | 加仓 |
| CATY | CATHAY GEN BANCORP | $3.46万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $3.46万 | 0.00% | 1,623 | 80 | 5.2% | $1,706 | 加仓 |
| — | CLEARWAY ENERGY INC | $3.44万 | 0.00% | 856 | 233 | 37.4% | $9,369 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS | $3.44万 | 0.00% | 798 | 27 | 3.5% | $1,164 | 加仓 |
| BBT | BEACON FINL CORP | $3.40万 | 0.00% | 1,125 | 635 | 129.6% | $1.92万 | 加仓 |