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 |
|---|---|---|---|---|---|---|---|---|
| BMI | BADGER METER INC | $3.74万 | 0.00% | 256 | 139 | 118.8% | $2.03万 | 加仓 |
| RF | REGIONS FINL CORP NEW | $3.73万 | 0.00% | 1,212 | 0 | 0.0% | — | 不变 |
| PEB | PEBBLEBROOK HOTEL TR | $3.73万 | 0.00% | 2,006 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3.72万 | 0.00% | 105 | -53 | -33.5% | -$1.88万 | 减仓 |
| FTEC | FIDELITY MSCI | $3.72万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | DAIWA HOUSE IND LTD F | $3.72万 | 0.00% | 1,372 | 1,098 | 400.7% | $2.98万 | 加仓 |
| KFY | KORN FERRY | $3.71万 | 0.00% | 548 | 430 | 364.4% | $2.91万 | 加仓 |
| SKYW | SKYWEST INC | $3.70万 | 0.00% | 376 | 133 | 54.7% | $1.31万 | 加仓 |
| — | BAYER A G F | $3.70万 | 0.00% | 2,668 | 527 | 24.6% | $7,299 | 加仓 |
| NSIT | INSIGHT ENTERPRISES INC | $3.67万 | 0.00% | 306 | -140 | -31.4% | -$1.68万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $3.67万 | 0.00% | 834 | 73 | 9.6% | $3,208 | 加仓 |
| VIK | VIKING HLDGS LTD F | $3.66万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 | $3.66万 | 0.00% | 165 | -6 | -3.5% | -$1,330 | 减仓 |
| CE | CELANESE CORP DEL | $3.65万 | 0.00% | 808 | -105 | -11.5% | -$4,746 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP | $3.64万 | 0.00% | 1,022 | -34 | -3.2% | -$1,211 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A F | $3.64万 | 0.00% | 77 | -16 | -17.2% | -$7,560 | 减仓 |
| — | ANGLO AMERN PLC F | $3.64万 | 0.00% | 1,479 | -432 | -22.6% | -$1.06万 | 减仓 |
| ABCB | AMERIS BANCORP | $3.63万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| CALY | CALLAWAY GOLF CO | $3.63万 | 0.00% | 1,945 | 0 | 0.0% | — | 不变 |
| XHR | XENIA HOTELS & RESORTS I | $3.62万 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $3.61万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| — | VINCI S A F | $3.60万 | 0.00% | 1,020 | -1,193 | -53.9% | -$4.22万 | 减仓 |
| — | BANK HAPOALIM B M F | $3.60万 | 0.00% | 313 | 115 | 58.1% | $1.32万 | 加仓 |
| ADEA | ADEIA INC | $3.59万 | 0.00% | 1,121 | 0 | 0.0% | — | 不变 |
| — | DEN DANSKE BANK AKTIES F | $3.59万 | 0.00% | 1,338 | -211 | -13.6% | -$5,664 | 减仓 |
| — | HOYA CORP F | $3.59万 | 0.00% | 227 | 7 | 3.2% | $1,106 | 加仓 |
| BRC | BRADY CORP | $3.58万 | 0.00% | 393 | -434 | -52.5% | -$3.96万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $3.58万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | DHL GROUP ADR F | $3.56万 | 0.00% | 1,167 | 247 | 26.8% | $7,541 | 加仓 |
| DT | DYNATRACE INC | $3.56万 | 0.00% | 785 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $3.56万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $3.55万 | 0.00% | 173 | -57 | -24.8% | -$1.17万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NE | $3.55万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $3.54万 | 0.00% | 133 | -21 | -13.6% | -$5,597 | 减仓 |
| — | RHEINMETALL ADR F | $3.54万 | 0.00% | 148 | 105 | 244.2% | $2.51万 | 加仓 |
| WT | WISDOMTREE INC | $3.53万 | 0.00% | 2,006 | 548 | 37.6% | $9,650 | 加仓 |
| — | CREDIT AGRICOLE S A F | $3.53万 | 0.00% | 3,573 | -799 | -18.3% | -$7,894 | 减仓 |
| KKR | KKR & CO INC | $3.53万 | 0.00% | 381 | 12 | 3.3% | $1,111 | 加仓 |
| — | DANONE F | $3.52万 | 0.00% | 2,142 | 1,263 | 143.7% | $2.08万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY I | $3.52万 | 0.00% | 688 | 149 | 27.6% | $7,630 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLD | $3.52万 | 0.00% | 1,965 | -768 | -28.1% | -$1.37万 | 减仓 |
| MAS | MASCO CORP | $3.51万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $3.50万 | 0.00% | 628 | -9 | -1.4% | -$502 | 减仓 |
| AXON | AXON ENTERPRISE INC | $3.50万 | 0.00% | 59 | 22 | 59.5% | $1.31万 | 加仓 |
| SEZL | SEZZLE INC | $3.50万 | 0.00% | 200 | 14 | 7.5% | $2,453 | 加仓 |
| RAMP | LIVERAMP HLDGS INC | $3.50万 | 0.00% | 928 | -34 | -3.5% | -$1,281 | 减仓 |
| RNG | RINGCENTRAL INC | $3.50万 | 0.00% | 853 | -4 | -0.5% | -$164 | 减仓 |
| BANF | BANCFIRST CORP | $3.49万 | 0.00% | 304 | -23 | -7.0% | -$2,639 | 减仓 |
| — | GALDERMA GROUP AG F | $3.48万 | 0.00% | 789 | -257 | -24.6% | -$1.14万 | 减仓 |
| SYK | STRYKER CORP | $3.48万 | 0.00% | 111 | -5 | -4.3% | -$1,567 | 减仓 |
| CDW | CDW CORP | $3.47万 | 0.00% | 251 | 11 | 4.6% | $1,523 | 加仓 |
| PENN | PENN ENTMT INC | $3.47万 | 0.00% | 1,614 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $3.47万 | 0.00% | 4,121 | 4,121 | — | $3.47万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS I | $3.46万 | 0.00% | 1,375 | -551 | -28.6% | -$1.39万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $3.46万 | 0.00% | 341 | -124 | -26.7% | -$1.26万 | 减仓 |
| HTLD | HEARTLAND EXPRESS INC | $3.45万 | 0.00% | 2,277 | 0 | 0.0% | — | 不变 |
| IP | INTERNTNL PAPER CO | $3.45万 | 0.00% | 899 | 154 | 20.7% | $5,904 | 加仓 |
| AAP | ADVANCE AUTO PTS INC | $3.44万 | 0.00% | 546 | 120 | 28.2% | $7,562 | 加仓 |
| — | ABN AMRO BK N V AMSTER F | $3.43万 | 0.00% | 814 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $3.43万 | 0.00% | 2,618 | 1,487 | 131.5% | $1.95万 | 加仓 |
| ICUI | ICU MED INC | $3.43万 | 0.00% | 231 | 227 | 5,675.0% | $3.37万 | 加仓 |
| RDVY | FIRST TRUST RISING | $3.42万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| — | SWATCH GROUP AG F | $3.42万 | 0.00% | 2,804 | -99 | -3.4% | -$1,208 | 减仓 |
| ZTS | ZOETIS INC | $3.42万 | 0.00% | 472 | -197 | -29.4% | -$1.43万 | 减仓 |
| AVA | AVISTA CORP | $3.41万 | 0.00% | 842 | 172 | 25.7% | $6,973 | 加仓 |
| — | FUJITSU LTD F | $3.41万 | 0.00% | 1,685 | 1,375 | 443.5% | $2.78万 | 加仓 |
| DDOG | DATADOG INC | $3.41万 | 0.00% | 129 | 20 | 18.3% | $5,290 | 加仓 |
| CALM | CAL MAINE FOODS INC | $3.40万 | 0.00% | 423 | 180 | 74.1% | $1.45万 | 加仓 |
| DB | DEUTSCHE BANK AG F | $3.40万 | 0.00% | 1,004 | 699 | 229.2% | $2.37万 | 加仓 |
| CUBI | CUSTOMERS BANCORP INC | $3.39万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $3.39万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $3.38万 | 0.00% | 1,286 | 563 | 77.9% | $1.48万 | 加仓 |
| MCY | MERCURY GEN CORP NEW | $3.36万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 | $3.36万 | 0.00% | 233 | -12 | -4.9% | -$1,733 | 减仓 |
| CWK | CUSHMAN & WAKEFIELD F | $3.36万 | 0.00% | 2,428 | -1,683 | -40.9% | -$2.33万 | 减仓 |
| — | INTERNTNL CONS AIRLS A F | $3.35万 | 0.00% | 2,690 | -274 | -9.2% | -$3,417 | 减仓 |
| OSIS | OSI SYS INC | $3.35万 | 0.00% | 156 | -41 | -20.8% | -$8,811 | 减仓 |
| RRR | RED ROCK RESORTS INC | $3.35万 | 0.00% | 522 | 156 | 42.6% | $1.00万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS | $3.35万 | 0.00% | 111 | 33 | 42.3% | $9,955 | 加仓 |
| SYF | SYNCHRONY FINL | $3.35万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $3.35万 | 0.00% | 109 | -52 | -32.3% | -$1.60万 | 减仓 |
| — | SUMITOMO ELEC INDS LTD F | $3.34万 | 0.00% | 487 | -52 | -9.6% | -$3,569 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN | $3.34万 | 0.00% | 731 | -60 | -7.6% | -$2,738 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3.34万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $3.33万 | 0.00% | 87 | 87 | — | $3.33万 | 新建仓 |
| IAU | ISHARES GOLD TRUST | $3.33万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| — | BASF SE F | $3.33万 | 0.00% | 2,508 | -806 | -24.3% | -$1.07万 | 减仓 |
| EBAY | EBAY INC | $3.32万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| DRH | DIAMONDROCK HOSPITALITY | $3.32万 | 0.00% | 2,779 | -505 | -15.4% | -$6,025 | 减仓 |
| DORM | DORMAN PRODS INC | $3.31万 | 0.00% | 244 | -142 | -36.8% | -$1.93万 | 减仓 |
| PI | IMPINJ INC | $3.30万 | 0.00% | 230 | -59 | -20.4% | -$8,473 | 减仓 |
| MGEE | MGE ENERGY INC | $3.30万 | 0.00% | 407 | 349 | 601.7% | $2.83万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES IN | $3.27万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | DEUTSCHE BOERSE F | $3.27万 | 0.00% | 1,205 | -1 | -0.1% | -$27 | 减仓 |
| CNS | COHEN & STEERS INC | $3.25万 | 0.00% | 420 | -30 | -6.7% | -$2,322 | 减仓 |
| MT | ARCELORMITTAL F | $3.24万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $3.23万 | 0.00% | 2,385 | 1,633 | 217.2% | $2.21万 | 加仓 |
| — | FUJIKURA LTD F | $3.23万 | 0.00% | 1,866 | 1,555 | 500.0% | $2.69万 | 加仓 |
| CTVA | CORTEVA INC | $3.22万 | 0.00% | 386 | -1 | -0.3% | -$84 | 减仓 |
| E | ENI S P A F | $3.22万 | 0.00% | 707 | -1 | -0.1% | -$46 | 减仓 |