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 |
|---|---|---|---|---|---|---|---|---|
| — | COMMERZBANK A G F | $3.22万 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES I | $3.21万 | 0.00% | 574 | 16 | 2.9% | $896 | 加仓 |
| DAN | DANA INC | $3.21万 | 0.00% | 1,224 | 500 | 69.1% | $1.31万 | 加仓 |
| ALB | ALBEMARLE CORP | $3.20万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $3.20万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $3.20万 | 0.00% | 725 | -24 | -3.2% | -$1,058 | 减仓 |
| CI | THE CIGNA GROUP | $3.19万 | 0.00% | 115 | -20 | -14.8% | -$5,541 | 减仓 |
| TRGP | TARGA RES CORP | $3.17万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $3.16万 | 0.00% | 463 | 68 | 17.2% | $4,648 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $3.16万 | 0.00% | 944 | 360 | 61.6% | $1.21万 | 加仓 |
| — | LAND SECS GROUP PLC F | $3.16万 | 0.00% | 3,676 | 45 | 1.2% | $387 | 加仓 |
| ITRI | ITRON INC EQUITY | $3.16万 | 0.00% | 374 | 129 | 52.7% | $1.09万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $3.16万 | 0.00% | 1,021 | -1 | -0.1% | -$31 | 减仓 |
| SPNT | SIRIUSPOINT LTD F | $3.14万 | 0.00% | 1,323 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTMT CORP | $3.14万 | 0.00% | 1,534 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC F | $3.13万 | 0.00% | 398 | 298 | 298.0% | $2.35万 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOL | $3.13万 | 0.00% | 631 | 631 | — | $3.13万 | 新建仓 |
| NTAP | NETAPP INC | $3.13万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $3.12万 | 0.00% | 3,120 | 2,669 | 591.8% | $2.67万 | 加仓 |
| RHI | ROBERT HALF INC | $3.12万 | 0.00% | 947 | 825 | 676.2% | $2.72万 | 加仓 |
| STT | STATE STR CORP | $3.12万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| PRG | PROG HLDGS INC | $3.12万 | 0.00% | 691 | -33 | -4.6% | -$1,491 | 减仓 |
| MTD | METTLER-TOLEDO INTL INC | $3.12万 | 0.00% | 24 | -9 | -27.3% | -$1.17万 | 减仓 |
| VTR | VENTAS INC | $3.12万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COS | $3.12万 | 0.00% | 432 | -560 | -56.5% | -$4.04万 | 减仓 |
| PODD | INSULET CORP | $3.12万 | 0.00% | 195 | 130 | 200.0% | $2.08万 | 加仓 |
| HUM | HUMANA INC | $3.11万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3.11万 | 0.00% | 203 | 199 | 4,975.0% | $3.05万 | 加仓 |
| — | MITSUBISHI CORP F | $3.10万 | 0.00% | 1,155 | -1,202 | -51.0% | -$3.23万 | 减仓 |
| WDAY | WORKDAY INC | $3.09万 | 0.00% | 237 | 89 | 60.1% | $1.16万 | 加仓 |
| — | EXPERIAN PLC F | $3.08万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| LKFN | LAKELAND FINL CORP | $3.08万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $3.08万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC F | $3.07万 | 0.00% | 3,264 | 1,478 | 82.8% | $1.39万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $3.07万 | 0.00% | 629 | 217 | 52.7% | $1.06万 | 加仓 |
| VSTS | VESTIS CORP | $3.04万 | 0.00% | 2,074 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $3.04万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC | $3.04万 | 0.00% | 263 | -40 | -13.2% | -$4,626 | 减仓 |
| GEM | GOLDMAN SACHS ACTIVEBETA | $3.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $3.04万 | 0.00% | 356 | 147 | 70.3% | $1.25万 | 加仓 |
| — | SGS SA F | $3.03万 | 0.00% | 2,628 | 1,717 | 188.5% | $1.98万 | 加仓 |
| PARR | PAR PAC HLDGS INC | $3.02万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| — | SEVEN & I HLDGS CO LTD F | $3.02万 | 0.00% | 2,507 | 2,257 | 902.8% | $2.72万 | 加仓 |
| ALL | ALLSTATE CORP | $3.01万 | 0.00% | 124 | -4 | -3.1% | -$972 | 减仓 |
| — | LONZA GROUP AG F | $3.01万 | 0.00% | 432 | 383 | 781.6% | $2.67万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $3.00万 | 0.00% | 1,711 | 813 | 90.5% | $1.43万 | 加仓 |
| OTTR | OTTER TAIL CORP | $3.00万 | 0.00% | 335 | -61 | -15.4% | -$5,469 | 减仓 |
| VEEV | VEEVA SYS INC | $3.00万 | 0.00% | 163 | 100 | 158.7% | $1.84万 | 加仓 |
| COCO | VITA COCO CO INC | $3.00万 | 0.00% | 435 | 396 | 1,015.4% | $2.73万 | 加仓 |
| FLS | FLOWSERVE CORP | $3.00万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $3.00万 | 0.00% | 969 | -748 | -43.6% | -$2.31万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $2.99万 | 0.00% | 100 | 100 | — | $2.99万 | 新建仓 |
| — | AGEAS F | $2.98万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINL CORP | $2.98万 | 0.00% | 966 | -159 | -14.1% | -$4,907 | 减仓 |
| — | JAPAN TOB INC F | $2.98万 | 0.00% | 1,617 | -1 | -0.1% | -$18 | 减仓 |
| PWR | QUANTA SVCS INC | $2.97万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CPF | CENTRAL PAC FINL CORP | $2.97万 | 0.00% | 764 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC | $2.97万 | 0.00% | 2,542 | -45 | -1.7% | -$525 | 减仓 |
| — | SSE PLC F | $2.96万 | 0.00% | 933 | 104 | 12.5% | $3,304 | 加仓 |
| SNPS | SYNOPSYS INC | $2.95万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED AND | $2.95万 | 0.00% | 969 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE CO INC | $2.95万 | 0.00% | 944 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP NEW | $2.95万 | 0.00% | 1,328 | 85 | 6.8% | $1,887 | 加仓 |
| MAN | MANPOWERGROUP INC WIS | $2.94万 | 0.00% | 793 | -276 | -25.8% | -$1.02万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $2.94万 | 0.00% | 186 | -1 | -0.5% | -$158 | 减仓 |
| — | MARUBENI CORP F | $2.94万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $2.94万 | 0.00% | 265 | -11 | -4.0% | -$1,220 | 减仓 |
| XPEL | XPEL INC | $2.94万 | 0.00% | 601 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $2.94万 | 0.00% | 555 | 388 | 232.3% | $2.05万 | 加仓 |
| — | ALFA LAVAL AB SWEDEN F | $2.93万 | 0.00% | 492 | -22 | -4.3% | -$1,309 | 减仓 |
| — | TELECOM ITALIA S P A N F | $2.91万 | 0.00% | 3,127 | 0 | 0.0% | — | 不变 |
| — | HONG KONG EXCHANGES & F | $2.91万 | 0.00% | 621 | -633 | -50.5% | -$2.97万 | 减仓 |
| HTO | H2O AMERICA COM | $2.91万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| — | DSV A/S F | $2.90万 | 0.00% | 238 | -125 | -34.4% | -$1.52万 | 减仓 |
| PPLI | PEOPLE INC | $2.89万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.89万 | 0.00% | 71 | -1 | -1.4% | -$408 | 减仓 |
| GNW | GENWORTH FINL INC | $2.89万 | 0.00% | 3,025 | 1,289 | 74.3% | $1.23万 | 加仓 |
| IDOG | ALPS INTERNATIONAL | $2.89万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| — | DR ING H C F PORSCHE A F | $2.89万 | 0.00% | 5,763 | 0 | 0.0% | — | 不变 |
| RCUS | ARCUS BIOSCIENCES INC | $2.88万 | 0.00% | 996 | -59 | -5.6% | -$1,706 | 减仓 |
| UCB | UNITED CMNTY BK BLAIRSVI | $2.87万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| DCOM | DIME COMMERCIAL BANCSHAR | $2.86万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL IN F | $2.85万 | 0.00% | 853 | 338 | 65.6% | $1.13万 | 加仓 |
| CURB | CURBLINE PPTYS CORP | $2.85万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| — | SANTOS LTD F | $2.85万 | 0.00% | 5,755 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DE | $2.85万 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V A F | $2.84万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| CHEF | CHEFS WHSE INC | $2.84万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| TFIN | TRIUMPH FINL INC | $2.84万 | 0.00% | 358 | -51 | -12.5% | -$4,045 | 减仓 |
| EPC | EDGEWELL PERS CARE CO | $2.83万 | 0.00% | 1,028 | 614 | 148.3% | $1.69万 | 加仓 |
| BXMT | BLACKSTONE MTG TR INC | $2.83万 | 0.00% | 1,666 | 722 | 76.5% | $1.22万 | 加仓 |
| O | REALTY INCOME CORP | $2.83万 | 0.00% | 457 | -399 | -46.6% | -$2.47万 | 减仓 |
| WSFS | WSFS FINL CORP | $2.82万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | ENGIE S A F | $2.82万 | 0.00% | 934 | -310 | -24.9% | -$9,374 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2.82万 | 0.00% | 237 | 147 | 163.3% | $1.75万 | 加仓 |
| CBU | COMMUNITY FINL SYS INC | $2.82万 | 0.00% | 412 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $2.82万 | 0.00% | 225 | -135 | -37.5% | -$1.69万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP IN | $2.82万 | 0.00% | 1,122 | -93 | -7.7% | -$2,335 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $2.82万 | 0.00% | 3,287 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP | $2.82万 | 0.00% | 238 | -194 | -44.9% | -$2.30万 | 减仓 |