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 |
|---|---|---|---|---|---|---|---|---|
| POWI | POWER INTEGRATIONS INC | $4.46万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $4.45万 | 0.00% | 74 | 33 | 80.5% | $1.99万 | 加仓 |
| TER | TERADYNE INC | $4.44万 | 0.00% | 104 | -18 | -14.8% | -$7,692 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $4.44万 | 0.00% | 1,222 | -57 | -4.5% | -$2,073 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $4.44万 | 0.00% | 845 | -412 | -32.8% | -$2.16万 | 减仓 |
| CTS | CTS CORP | $4.43万 | 0.00% | 694 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $4.40万 | 0.00% | 1,485 | 999 | 205.6% | $2.96万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAMILY S | $4.40万 | 0.00% | 603 | 388 | 180.5% | $2.83万 | 加仓 |
| — | SEI HIGH YIELD BOND & | $4.40万 | 0.00% | 1,749 | 1,749 | — | $4.40万 | 新建仓 |
| — | KYOCERA CORP F | $4.37万 | 0.00% | 1,861 | 1,861 | — | $4.37万 | 新建仓 |
| — | SIKA AG F | $4.36万 | 0.00% | 2,096 | -803 | -27.7% | -$1.67万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION | $4.36万 | 0.00% | 881 | 44 | 5.3% | $2,178 | 加仓 |
| KWR | QUAKER HOUGHTON | $4.35万 | 0.00% | 270 | -12 | -4.3% | -$1,935 | 减仓 |
| ACMR | ACM RESH INC | $4.35万 | 0.00% | 371 | 94 | 33.9% | $1.10万 | 加仓 |
| — | STANDARD CHARTERED PLC F | $4.35万 | 0.00% | 786 | -303 | -27.8% | -$1.68万 | 减仓 |
| F | FORD MTR CO DEL | $4.35万 | 0.00% | 3,186 | -1,694 | -34.7% | -$2.31万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CO | $4.35万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL | $4.34万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $4.33万 | 0.00% | 602 | -197 | -24.7% | -$1.42万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $4.33万 | 0.00% | 829 | -143 | -14.7% | -$7,467 | 减仓 |
| CATY | CATHAY GEN BANCORP | $4.33万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| — | TDK CORP EQUITY ADR F | $4.29万 | 0.00% | 1,911 | -372 | -16.3% | -$8,357 | 减仓 |
| PAVE | GLOBAL X U.S. | $4.29万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $4.29万 | 0.00% | 2,129 | 0 | 0.0% | — | 不变 |
| ALHC | ALIGNMENT HEALTHCARE INC | $4.28万 | 0.00% | 1,784 | 1,784 | — | $4.28万 | 新建仓 |
| CARR | CARRIER GLOBAL CORP | $4.27万 | 0.00% | 593 | 111 | 23.0% | $8,000 | 加仓 |
| — | ADIDAS AG F | $4.26万 | 0.00% | 414 | -191 | -31.6% | -$1.96万 | 减仓 |
| — | LXP INDUSTRIAL TRUST REI | $4.24万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| BCPC | BALCHEM CORP | $4.22万 | 0.00% | 250 | -180 | -41.9% | -$3.04万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $4.22万 | 0.00% | 539 | 95 | 21.4% | $7,435 | 加仓 |
| — | FARMERS BK APPOMATTOX VA | $4.21万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP | $4.21万 | 0.00% | 1,234 | 0 | 0.0% | — | 不变 |
| RELY | REMITLY GLOBAL INC | $4.20万 | 0.00% | 1,830 | 1,830 | — | $4.20万 | 新建仓 |
| MOAT | VANECK MORNINGSTAR WIDE | $4.19万 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE F | $4.18万 | 0.00% | 46 | 31 | 206.7% | $2.82万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $4.18万 | 0.00% | 471 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $4.15万 | 0.00% | 1,120 | 439 | 64.5% | $1.63万 | 加仓 |
| NATL | NCR ATLEOS CORP | $4.15万 | 0.00% | 942 | -85 | -8.3% | -$3,748 | 减仓 |
| GFF | GRIFFON CORP | $4.14万 | 0.00% | 448 | 244 | 119.6% | $2.25万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS | $4.14万 | 0.00% | 1,028 | 962 | 1,457.6% | $3.87万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $4.14万 | 0.00% | 393 | -82 | -17.3% | -$8,633 | 减仓 |
| WSC | WILLSCOT HOLDINGS CO A | $4.13万 | 0.00% | 1,510 | 423 | 38.9% | $1.16万 | 加仓 |
| BCC | BOISE CASCADE CO | $4.13万 | 0.00% | 547 | -62 | -10.2% | -$4,680 | 减仓 |
| TDC | TERADATA CORP DEL | $4.12万 | 0.00% | 1,197 | -277 | -18.8% | -$9,546 | 减仓 |
| — | SUMITOMO CORP F | $4.11万 | 0.00% | 1,056 | 370 | 53.9% | $1.44万 | 加仓 |
| LAZ | LAZARD INC | $4.11万 | 0.00% | 995 | 852 | 595.8% | $3.52万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $4.11万 | 0.00% | 989 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $4.11万 | 0.00% | 1,983 | 360 | 22.2% | $7,456 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $4.10万 | 0.00% | 113 | -85 | -42.9% | -$3.08万 | 减仓 |
| ALAB | ASTERA LABS INC | $4.09万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $4.09万 | 0.00% | 626 | -132 | -17.4% | -$8,626 | 减仓 |
| — | CSL LTD F | $4.09万 | 0.00% | 1,993 | 390 | 24.3% | $7,995 | 加仓 |
| WMB | WILLIAMS COS INC | $4.08万 | 0.00% | 561 | 0 | 0.0% | — | 不变 |
| — | INDUSTRIA DE DISENO TE F | $4.08万 | 0.00% | 2,586 | 616 | 31.3% | $9,714 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $4.06万 | 0.00% | 218 | -81 | -27.1% | -$1.51万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT A | $4.06万 | 0.00% | 240 | -2 | -0.8% | -$338 | 减仓 |
| CLSK | CLEANSPARK INC | $4.03万 | 0.00% | 2,956 | -190 | -6.0% | -$2,588 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $4.02万 | 0.00% | 569 | -121 | -17.5% | -$8,539 | 减仓 |
| RSG | REPUBLIC SVCS INC | $4.02万 | 0.00% | 187 | 1 | 0.5% | $215 | 加仓 |
| — | DAIICHI LIFE GROUP INC F | $4.01万 | 0.00% | 1,797 | -364 | -16.8% | -$8,128 | 减仓 |
| GEO | GEO GROUP INC NEW | $3.99万 | 0.00% | 1,316 | 1,077 | 450.6% | $3.27万 | 加仓 |
| — | AIA GROUP LTD F | $3.98万 | 0.00% | 1,078 | -547 | -33.7% | -$2.02万 | 减仓 |
| MWA | MUELLER WATER PRODUC | $3.97万 | 0.00% | 1,583 | -56 | -3.4% | -$1,406 | 减仓 |
| NDAQ | NASDAQ INC | $3.97万 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $3.97万 | 0.00% | 152 | -70 | -31.5% | -$1.83万 | 减仓 |
| — | ANZ GROUP HLDGS LTD F | $3.97万 | 0.00% | 1,672 | -896 | -34.9% | -$2.13万 | 减仓 |
| PENG | PENGUIN SOLUTIONS INC DE | $3.96万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $3.96万 | 0.00% | 596 | 391 | 190.7% | $2.60万 | 加仓 |
| — | GLENCORE PLC F | $3.95万 | 0.00% | 2,943 | -3 | -0.1% | -$40 | 减仓 |
| DASH | DOORDASH INC | $3.95万 | 0.00% | 209 | -31 | -12.9% | -$5,855 | 减仓 |
| RXO | RXO INC | $3.94万 | 0.00% | 1,420 | 321 | 29.2% | $8,905 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $3.92万 | 0.00% | 1,571 | -223 | -12.4% | -$5,571 | 减仓 |
| AGO | ASSURED GUARANTY LTD F | $3.92万 | 0.00% | 482 | 188 | 63.9% | $1.53万 | 加仓 |
| EPAM | EPAM SYS INC | $3.92万 | 0.00% | 460 | 460 | — | $3.92万 | 新建仓 |
| MHO | M / I HOMES INC | $3.91万 | 0.00% | 250 | 55 | 28.2% | $8,611 | 加仓 |
| — | AXA SA F | $3.90万 | 0.00% | 786 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $3.89万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $3.89万 | 0.00% | 593 | -286 | -32.5% | -$1.88万 | 减仓 |
| MRTN | MARTEN TRANS LTD | $3.89万 | 0.00% | 2,229 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC F | $3.86万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP F | $3.85万 | 0.00% | 2,986 | 54 | 1.8% | $697 | 加仓 |
| LRN | STRIDE INC | $3.85万 | 0.00% | 435 | 12 | 2.8% | $1,063 | 加仓 |
| BANR | BANNER CORP | $3.84万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| — | SUN HUNG KAI PPTYS LTD F | $3.83万 | 0.00% | 2,663 | 1,268 | 90.9% | $1.82万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $3.83万 | 0.00% | 1,424 | -617 | -30.2% | -$1.66万 | 减仓 |
| HWKN | HAWKINS INC | $3.82万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC A | $3.82万 | 0.00% | 1,573 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $3.82万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $3.82万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $3.81万 | 0.00% | 2,130 | 1,446 | 211.4% | $2.59万 | 加仓 |
| NGG | NTNL GRID PLC ADR F | $3.81万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| NBHC | NTNL BK HLDGS CORP A | $3.81万 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $3.79万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $3.79万 | 0.00% | 497 | 379 | 321.2% | $2.89万 | 加仓 |
| — | PROSUS N V F | $3.77万 | 0.00% | 4,313 | 3,219 | 294.2% | $2.82万 | 加仓 |
| AMTM | AMENTUM HLDGS INC EQUITY | $3.77万 | 0.00% | 1,868 | 563 | 43.1% | $1.14万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $3.77万 | 0.00% | 471 | -387 | -45.1% | -$3.10万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3.77万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST CF | $3.76万 | 0.00% | 2,029 | -175 | -7.9% | -$3,239 | 减仓 |
| DTE | DTE ENERGY CO | $3.75万 | 0.00% | 249 | -7 | -2.7% | -$1,054 | 减仓 |