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 |
|---|---|---|---|---|---|---|---|---|
| POWI | POWER INTEGRATIONS INC | $2.91万 | 0.00% | 555 | 287 | 107.1% | $1.50万 | 加仓 |
| PI | IMPINJ INC | $2.90万 | 0.00% | 289 | 75 | 35.0% | $7,534 | 加仓 |
| — | TELSTRA GROUP LTD F | $2.90万 | 0.00% | 1,544 | 143 | 10.2% | $2,686 | 加仓 |
| VTR | VENTAS INC | $2.90万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $2.90万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| LMAT | LEMAITRE VASCULAR INC | $2.90万 | 0.00% | 267 | 208 | 352.5% | $2.26万 | 加仓 |
| MT | ARCELORMITTAL F | $2.89万 | 0.00% | 546 | 220 | 67.5% | $1.16万 | 加仓 |
| — | INDUSTRIA DE DISENO TE F | $2.87万 | 0.00% | 1,970 | -24 | -1.2% | -$349 | 减仓 |
| BAI | ISHARES A.I. INNOVATION | $2.86万 | 0.00% | 837 | 45 | 5.7% | $1,540 | 加仓 |
| — | TDK CORP EQUITY ADR F | $2.86万 | 0.00% | 2,283 | 953 | 71.7% | $1.19万 | 加仓 |
| — | AVANOS MED INC | $2.86万 | 0.00% | 2,049 | 1,322 | 181.8% | $1.84万 | 加仓 |
| SNN | SMITH & NEPHEW GROUP P F | $2.85万 | 0.00% | 887 | 654 | 280.7% | $2.10万 | 加仓 |
| — | SEVERN TRENT PLC F | $2.85万 | 0.00% | 669 | 407 | 155.3% | $1.73万 | 加仓 |
| — | SHIONOGI & CO LTD F | $2.84万 | 0.00% | 2,550 | 1,520 | 147.6% | $1.69万 | 加仓 |
| NVT | NVENT ELEC PLC F | $2.84万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| — | ALFA LAVAL AB SWEDEN F | $2.84万 | 0.00% | 514 | 98 | 23.6% | $5,417 | 加仓 |
| LKFN | LAKELAND FINL CORP | $2.84万 | 0.00% | 488 | 240 | 96.8% | $1.39万 | 加仓 |
| HTO | H2O AMERICA COM | $2.83万 | 0.00% | 479 | 279 | 139.5% | $1.65万 | 加仓 |
| — | PANASONIC HLDGS CORP F | $2.83万 | 0.00% | 1,625 | 827 | 103.6% | $1.44万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $2.83万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI | $2.83万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CO | $2.82万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $2.82万 | 0.00% | 450 | 317 | 238.3% | $1.99万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $2.82万 | 0.00% | 3,068 | 1,360 | 79.6% | $1.25万 | 加仓 |
| — | AGEAS F | $2.82万 | 0.00% | 375 | 307 | 451.5% | $2.31万 | 加仓 |
| — | KUEHNE & NAGEL INTL AG F | $2.82万 | 0.00% | 602 | 451 | 298.7% | $2.11万 | 加仓 |
| — | LEONARDO SPA F | $2.81万 | 0.00% | 783 | 485 | 162.8% | $1.74万 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH | $2.81万 | 0.00% | 589 | 32 | 5.7% | $1,527 | 加仓 |
| ADEA | ADEIA INC | $2.81万 | 0.00% | 1,121 | 362 | 47.7% | $9,075 | 加仓 |
| EBAY | EBAY INC | $2.81万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $2.80万 | 0.00% | 349 | 322 | 1,192.6% | $2.58万 | 加仓 |
| MLKN | MILLERKNOLL INC | $2.80万 | 0.00% | 1,935 | 1,419 | 275.0% | $2.05万 | 加仓 |
| VSXY | VICTORIAS SECRET & CO | $2.79万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| EFOR | ASGN INC | $2.79万 | 0.00% | 715 | 715 | — | $2.79万 | 新建仓 |
| NWG | NATWEST GROUP PLC F | $2.79万 | 0.00% | 1,825 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC | $2.78万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| ASTE | ASTEC INDS INC | $2.78万 | 0.00% | 505 | 60 | 13.5% | $3,304 | 加仓 |
| — | LVMH MOET HENNESSY LOU F | $2.77万 | 0.00% | 255 | -207 | -44.8% | -$2.25万 | 减仓 |
| — | REDEIA CORPORACION S A F | $2.77万 | 0.00% | 3,218 | 2,563 | 391.3% | $2.21万 | 加仓 |
| AVA | AVISTA CORP | $2.77万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| — | COMMERZBANK A G F | $2.77万 | 0.00% | 758 | 420 | 124.3% | $1.53万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD F | $2.77万 | 0.00% | 286 | 60 | 26.5% | $5,804 | 加仓 |
| CLSK | CLEANSPARK INC | $2.77万 | 0.00% | 3,146 | 895 | 39.8% | $7,867 | 加仓 |
| — | CAPGEMINI S E F | $2.76万 | 0.00% | 1,164 | 734 | 170.7% | $1.74万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC F | $2.76万 | 0.00% | 273 | 0 | 0.0% | — | 不变 |
| — | KONE OYJ F | $2.76万 | 0.00% | 868 | 577 | 198.3% | $1.84万 | 加仓 |
| KMPR | KEMPER CORP DEL | $2.75万 | 0.00% | 898 | 898 | — | $2.75万 | 新建仓 |
| INDB | INDEPENDENT BK CORP MASS | $2.75万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC | $2.75万 | 0.00% | 303 | 125 | 70.2% | $1.13万 | 加仓 |
| CARG | CARGURUS INC | $2.74万 | 0.00% | 823 | 113 | 15.9% | $3,766 | 加仓 |
| MCY | MERCURY GEN CORP NEW | $2.73万 | 0.00% | 310 | 26 | 9.2% | $2,293 | 加仓 |
| — | OTSUKA HLDGS CO LTD F | $2.73万 | 0.00% | 762 | 464 | 155.7% | $1.66万 | 加仓 |
| TLT | ISHARES 20 YEAR | $2.73万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| AMR | ALPHA METALLURGICAL RES | $2.72万 | 0.00% | 130 | 34 | 35.4% | $7,116 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES I | $2.72万 | 0.00% | 558 | 213 | 61.7% | $1.04万 | 加仓 |
| PID | INVESCO INTERNATIONAL | $2.72万 | 0.00% | 1,212 | 0 | 0.0% | — | 不变 |
| — | MURATA MFG CO LTD F | $2.72万 | 0.00% | 2,386 | 934 | 64.3% | $1.06万 | 加仓 |
| — | TERUMO CORP F | $2.72万 | 0.00% | 1,991 | 1,763 | 773.2% | $2.41万 | 加仓 |
| COHU | COHU INC | $2.72万 | 0.00% | 845 | 289 | 52.0% | $9,288 | 加仓 |
| — | UNITED OVERSEAS BK LTD F | $2.71万 | 0.00% | 473 | 328 | 226.2% | $1.88万 | 加仓 |
| PCG | PG&E CORP | $2.71万 | 0.00% | 1,527 | -211 | -12.1% | -$3,749 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $2.70万 | 0.00% | 200 | -42 | -17.4% | -$5,677 | 减仓 |
| — | LAND SECS GROUP PLC F | $2.70万 | 0.00% | 3,631 | 809 | 28.7% | $6,019 | 加仓 |
| CALY | CALLAWAY GOLF CO | $2.70万 | 0.00% | 1,945 | 474 | 32.2% | $6,574 | 加仓 |
| XHR | XENIA HOTELS & RESORTS I | $2.69万 | 0.00% | 1,819 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HLDGS LTD F | $2.69万 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $2.69万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| — | HEINEKEN HLDG N V F | $2.67万 | 0.00% | 724 | 547 | 309.0% | $2.02万 | 加仓 |
| ESLT | ELBIT SYSTEMS LTD F | $2.67万 | 0.00% | 30 | 17 | 130.8% | $1.51万 | 加仓 |
| WSO | WATSCO INC | $2.67万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | FUJIKURA LTD F | $2.67万 | 0.00% | 311 | 136 | 77.7% | $1.17万 | 加仓 |
| STRA | STRATEGIC ED INC | $2.66万 | 0.00% | 318 | 174 | 120.8% | $1.46万 | 加仓 |
| — | SUMITOMO METAL MNG CO F | $2.66万 | 0.00% | 1,811 | -82 | -4.3% | -$1,205 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $2.66万 | 0.00% | 187 | -65 | -25.8% | -$9,243 | 减仓 |
| PPL | PPL CORP | $2.66万 | 0.00% | 688 | -9 | -1.3% | -$348 | 减仓 |
| COIN | COINBASE GLOBAL INC | $2.66万 | 0.00% | 155 | 44 | 39.6% | $7,544 | 加仓 |
| ADNT | ADIENT PLC F | $2.66万 | 0.00% | 1,304 | 376 | 40.5% | $7,659 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2.65万 | 0.00% | 352 | 317 | 905.7% | $2.39万 | 加仓 |
| XPEL | XPEL INC | $2.65万 | 0.00% | 601 | 296 | 97.0% | $1.31万 | 加仓 |
| — | SARTORIUS AG F | $2.65万 | 0.00% | 541 | 449 | 488.0% | $2.20万 | 加仓 |
| ALL | ALLSTATE CORP | $2.65万 | 0.00% | 128 | 9 | 7.6% | $1,863 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $2.65万 | 0.00% | 591 | 178 | 43.1% | $7,981 | 加仓 |
| DOV | DOVER CORP | $2.65万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NE | $2.64万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE T F | $2.64万 | 0.00% | 178 | 119 | 201.7% | $1.76万 | 加仓 |
| — | ABN AMRO BK N V AMSTER F | $2.64万 | 0.00% | 814 | 534 | 190.7% | $1.73万 | 加仓 |
| SE | SEA LTD F | $2.63万 | 0.00% | 320 | 134 | 72.0% | $1.10万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITE F | $2.63万 | 0.00% | 310 | 86 | 38.4% | $7,297 | 加仓 |
| OVV | OVINTIV INC | $2.63万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| — | DR ING H C F PORSCHE A F | $2.62万 | 0.00% | 5,763 | 5,386 | 1,428.6% | $2.45万 | 加仓 |
| — | SUMITOMO CORP F | $2.62万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| RAMP | LIVERAMP HLDGS INC | $2.61万 | 0.00% | 962 | 301 | 45.5% | $8,175 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2.61万 | 0.00% | 128 | 61 | 91.0% | $1.24万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.61万 | 0.00% | 564 | 191 | 51.2% | $8,834 | 加仓 |
| LZB | LA Z BOY INC | $2.61万 | 0.00% | 825 | 562 | 213.7% | $1.78万 | 加仓 |
| IART | INTEGRA LIFESCIENCES HLD | $2.60万 | 0.00% | 2,733 | 2,480 | 980.2% | $2.36万 | 加仓 |
| DOCU | DOCUSIGN INC | $2.60万 | 0.00% | 538 | 339 | 170.4% | $1.64万 | 加仓 |
| — | EAST JAPAN RY CO F | $2.60万 | 0.00% | 2,256 | 1,148 | 103.6% | $1.32万 | 加仓 |
| — | ENDESA S A F | $2.60万 | 0.00% | 1,188 | 559 | 88.9% | $1.22万 | 加仓 |
| FMC | FMC CORP | $2.60万 | 0.00% | 1,464 | 542 | 58.8% | $9,620 | 加仓 |