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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $3.40万 | 0.00% | 88 | -37 | -29.6% | -$1.43万 | 减仓 |
| KWR | QUAKER HOUGHTON | $3.40万 | 0.00% | 282 | 156 | 123.8% | $1.88万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.40万 | 0.00% | 749 | 180 | 31.6% | $8,161 | 加仓 |
| — | VONOVIA SE F | $3.39万 | 0.00% | 2,646 | 2,509 | 1,831.4% | $3.22万 | 加仓 |
| RAL | RALLIANT CORP | $3.39万 | 0.00% | 807 | -10 | -1.2% | -$420 | 减仓 |
| SNOW | SNOWFLAKE INC | $3.37万 | 0.00% | 222 | 25 | 12.7% | $3,796 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $3.37万 | 0.00% | 2,661 | 1,587 | 147.8% | $2.01万 | 加仓 |
| KKR | KKR & CO INC | $3.37万 | 0.00% | 369 | -89 | -19.4% | -$8,120 | 减仓 |
| CTS | CTS CORP | $3.35万 | 0.00% | 694 | 193 | 38.5% | $9,330 | 加仓 |
| MCO | MOODYS CORP | $3.35万 | 0.00% | 76 | -2 | -2.6% | -$882 | 减仓 |
| NBHC | NTNL BK HLDGS CORP A | $3.35万 | 0.00% | 846 | 338 | 66.5% | $1.34万 | 加仓 |
| — | ITOCHU CORP F | $3.35万 | 0.00% | 2,591 | -9 | -0.3% | -$116 | 减仓 |
| KMT | KENNAMETAL INC | $3.34万 | 0.00% | 928 | 337 | 57.0% | $1.21万 | 加仓 |
| PARR | PAR PAC HLDGS INC | $3.34万 | 0.00% | 514 | 148 | 40.4% | $9,604 | 加仓 |
| MPT | MEDICAL PPTYS TR INC | $3.33万 | 0.00% | 7,196 | 3,339 | 86.6% | $1.55万 | 加仓 |
| NRG | NRG ENERGY INC | $3.33万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3.33万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| SKY | CHAMPION HOMES INC | $3.33万 | 0.00% | 450 | -12 | -2.6% | -$887 | 减仓 |
| STBA | S & T BANCORP INC | $3.32万 | 0.00% | 780 | 206 | 35.9% | $8,757 | 加仓 |
| HASI | HA SUSTAINABLE INFRA REI | $3.31万 | 0.00% | 893 | -5 | -0.6% | -$186 | 减仓 |
| CTVA | CORTEVA INC | $3.31万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| AON | AON PLC F | $3.30万 | 0.00% | 102 | -15 | -12.8% | -$4,847 | 减仓 |
| HIG | HARTFORD INS GROUP INC | $3.30万 | 0.00% | 242 | 137 | 130.5% | $1.87万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 | $3.29万 | 0.00% | 171 | -28 | -14.1% | -$5,381 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $3.28万 | 0.00% | 520 | 226 | 76.9% | $1.43万 | 加仓 |
| SHW | SHERWIN-WILLIAMS CO | $3.28万 | 0.00% | 103 | -17 | -14.2% | -$5,406 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $3.27万 | 0.00% | 111 | 15 | 15.6% | $4,425 | 加仓 |
| — | ASM INTERNTNL NV ADR F | $3.27万 | 0.00% | 42 | 24 | 133.3% | $1.87万 | 加仓 |
| — | SANTOS LTD F | $3.26万 | 0.00% | 5,755 | 5,279 | 1,109.0% | $2.99万 | 加仓 |
| NPO | ENPRO INC | $3.25万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| — | AIRBUS SE F | $3.25万 | 0.00% | 681 | -245 | -26.5% | -$1.17万 | 减仓 |
| — | FAST RETAILING CO LTD F | $3.25万 | 0.00% | 794 | 23 | 3.0% | $941 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $3.25万 | 0.00% | 471 | 57 | 13.8% | $3,927 | 加仓 |
| RNG | RINGCENTRAL INC | $3.24万 | 0.00% | 857 | 857 | — | $3.24万 | 新建仓 |
| — | AMADEUS IT GROUP S A F | $3.22万 | 0.00% | 564 | 463 | 458.4% | $2.64万 | 加仓 |
| — | ATLAS COPCO AB F | $3.21万 | 0.00% | 1,789 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINL CORP NEW | $3.21万 | 0.00% | 1,212 | 0 | 0.0% | — | 不变 |
| — | E ON SE F | $3.20万 | 0.00% | 1,403 | 442 | 46.0% | $1.01万 | 加仓 |
| — | SWATCH GROUP AG F | $3.20万 | 0.00% | 2,903 | 2,330 | 406.6% | $2.57万 | 加仓 |
| — | SUMITOMO ELEC INDS LTD F | $3.20万 | 0.00% | 539 | 271 | 101.1% | $1.61万 | 加仓 |
| MATX | MATSON INC | $3.19万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $3.19万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $3.18万 | 0.00% | 637 | 281 | 78.9% | $1.40万 | 加仓 |
| — | SAGE GROUP PLC F | $3.18万 | 0.00% | 693 | 471 | 212.2% | $2.16万 | 加仓 |
| ATEN | A10 NETWORKS INC | $3.18万 | 0.00% | 1,325 | 59 | 4.7% | $1,415 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $3.17万 | 0.00% | 2,063 | 768 | 59.3% | $1.18万 | 加仓 |
| — | EXPERIAN PLC F | $3.15万 | 0.00% | 915 | 573 | 167.5% | $1.98万 | 加仓 |
| SRE | SEMPRA | $3.15万 | 0.00% | 318 | -88 | -21.7% | -$8,730 | 减仓 |
| CALX | CALIX INC | $3.15万 | 0.00% | 679 | 289 | 74.1% | $1.34万 | 加仓 |
| — | KERING S A F | $3.15万 | 0.00% | 1,027 | 681 | 196.8% | $2.09万 | 加仓 |
| UL | UNILEVER PLC F | $3.14万 | 0.00% | 567 | 44 | 8.4% | $2,440 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $3.14万 | 0.00% | 1,069 | 398 | 59.3% | $1.17万 | 加仓 |
| — | DISCO CORP F | $3.13万 | 0.00% | 774 | 297 | 62.3% | $1.20万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $3.12万 | 0.00% | 1,056 | -45 | -4.1% | -$1,328 | 减仓 |
| — | QORVO INC | $3.12万 | 0.00% | 396 | -163 | -29.2% | -$1.28万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $3.12万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $3.11万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $3.10万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 | $3.10万 | 0.00% | 245 | -12 | -4.7% | -$1,519 | 减仓 |
| — | BANKINTER S A F | $3.10万 | 0.00% | 1,951 | 1,769 | 972.0% | $2.81万 | 加仓 |
| RDN | RADIAN GROUP INC | $3.10万 | 0.00% | 920 | 37 | 4.2% | $1,245 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY | $3.09万 | 0.00% | 3,284 | 1,332 | 68.2% | $1.25万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $3.09万 | 0.00% | 471 | -8 | -1.7% | -$525 | 减仓 |
| — | HEIDELBERG MATLS AG F | $3.09万 | 0.00% | 748 | 467 | 166.2% | $1.93万 | 加仓 |
| STC | STEWART INFORMATION SVCS | $3.08万 | 0.00% | 509 | 306 | 150.7% | $1.85万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $3.08万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT A | $3.08万 | 0.00% | 242 | 242 | — | $3.08万 | 新建仓 |
| MRTN | MARTEN TRANS LTD | $3.07万 | 0.00% | 2,229 | 1,216 | 120.0% | $1.67万 | 加仓 |
| QDEL | QUIDELORTHO CORP | $3.07万 | 0.00% | 1,779 | 796 | 81.0% | $1.37万 | 加仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $3.07万 | 0.00% | 865 | 612 | 241.9% | $2.17万 | 加仓 |
| — | JAPAN TOB INC F | $3.06万 | 0.00% | 1,618 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $3.06万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $3.06万 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $3.04万 | 0.00% | 811 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $3.04万 | 0.00% | 314 | -74 | -19.1% | -$7,163 | 减仓 |
| — | SSE PLC F | $3.02万 | 0.00% | 829 | 166 | 25.0% | $6,052 | 加仓 |
| — | BOUYGUES SA F | $3.01万 | 0.00% | 2,591 | 1,999 | 337.7% | $2.32万 | 加仓 |
| TRGP | TARGA RES CORP | $3.01万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC F | $3.00万 | 0.00% | 1,375 | -236 | -14.6% | -$5,145 | 减仓 |
| TBBK | BANCORP INC DEL | $2.99万 | 0.00% | 538 | 245 | 83.6% | $1.36万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $2.99万 | 0.00% | 425 | 168 | 65.4% | $1.18万 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $2.99万 | 0.00% | 446 | 232 | 108.4% | $1.56万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $2.99万 | 0.00% | 326 | 169 | 107.6% | $1.55万 | 加仓 |
| — | DNB BK ASA F | $2.98万 | 0.00% | 950 | 427 | 81.6% | $1.34万 | 加仓 |
| SYF | SYNCHRONY FINL | $2.98万 | 0.00% | 436 | 170 | 63.9% | $1.16万 | 加仓 |
| — | L OREAL S A F | $2.98万 | 0.00% | 361 | -74 | -17.0% | -$6,113 | 减仓 |
| — | 3I GROUP PLC F | $2.98万 | 0.00% | 3,347 | 1,650 | 97.2% | $1.47万 | 加仓 |
| IDOG | ALPS INTERNATIONAL | $2.97万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $2.96万 | 0.00% | 785 | 295 | 60.2% | $1.11万 | 加仓 |
| KVUE | KENVUE INC | $2.96万 | 0.00% | 1,725 | 933 | 117.8% | $1.60万 | 加仓 |
| CBRE | CBRE GROUP INC | $2.95万 | 0.00% | 216 | -129 | -37.4% | -$1.76万 | 减仓 |
| PFF | ISHARES PREFERRED AND | $2.95万 | 0.00% | 969 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $2.94万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SPNT | SIRIUSPOINT LTD F | $2.94万 | 0.00% | 1,323 | 632 | 91.5% | $1.40万 | 加仓 |
| — | KONINKLIJKE AHOLD DELH F | $2.93万 | 0.00% | 608 | 153 | 33.6% | $7,385 | 加仓 |
| CDW | CDW CORP | $2.93万 | 0.00% | 240 | -81 | -25.2% | -$9,883 | 减仓 |
| RDVY | FIRST TRUST RISING | $2.93万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| — | ASICS CORP F | $2.91万 | 0.00% | 1,058 | 838 | 380.9% | $2.31万 | 加仓 |
| — | INTERNTNL CONS AIRLS A F | $2.91万 | 0.00% | 2,964 | 2,690 | 981.8% | $2.64万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2.91万 | 0.00% | 67 | -31 | -31.6% | -$1.35万 | 减仓 |