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 |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES SHORT-TERM | $7,630.72万 | 6.81% | 711,088 | 47,826 | 7.2% | $513.22万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH | $6,862.28万 | 6.13% | 598,490 | -14,163 | -2.3% | -$162.39万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT | $6,089.69万 | 5.44% | 1,189,881 | 17,811 | 1.5% | $91.15万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY | $5,846.16万 | 5.22% | 433,297 | 9,316 | 2.2% | $125.69万 | 加仓 |
| BIL | STATE STREET SPDR | $4,849.35万 | 4.33% | 529,388 | -1,730 | -0.3% | -$15.85万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $4,687.36万 | 4.19% | 77,778 | -3,118 | -3.9% | -$187.91万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE | $3,941.46万 | 3.52% | 186,041 | -3,931 | -2.1% | -$83.28万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $2,852.52万 | 2.55% | 564,104 | 48,893 | 9.5% | $247.24万 | 加仓 |
| SPY | STATE STREET SPDR S&P | $2,788.99万 | 2.49% | 42,526 | -115 | -0.3% | -$7.54万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $2,751.43万 | 2.46% | 425,654 | -28,995 | -6.4% | -$187.42万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI | $2,600.91万 | 2.32% | 241,317 | 25,972 | 12.1% | $279.93万 | 加仓 |
| VGSH | VANGUARD SHORT-TERM | $2,528.28万 | 2.26% | 431,303 | 27,414 | 6.8% | $160.70万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP | $2,404.20万 | 2.15% | 352,625 | -7,596 | -2.1% | -$51.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,299.19万 | 2.05% | 61,565 | -597 | -1.0% | -$22.30万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2,066.80万 | 1.85% | 211,726 | -15,440 | -6.8% | -$150.72万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $1,948.10万 | 1.74% | 131,531 | -1,569 | -1.2% | -$23.24万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $1,786.17万 | 1.60% | 71,366 | -624 | -0.9% | -$15.62万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 | $1,778.61万 | 1.59% | 174,596 | -6,710 | -3.7% | -$68.35万 | 减仓 |
| AAPL | APPLE INC | $1,776.21万 | 1.59% | 69,405 | -288 | -0.4% | -$7.37万 | 减仓 |
| XLY | STATE STREET CONSUMER | $1,683.02万 | 1.50% | 157,117 | 1,524 | 1.0% | $16.32万 | 加仓 |
| VGIT | VANGUARD INTER-TERM | $1,556.80万 | 1.39% | 260,470 | 26,080 | 11.1% | $155.88万 | 加仓 |
| VUG | VANGUARD GROWTH INDEX | $1,513.42万 | 1.35% | 34,238 | -236 | -0.7% | -$10.43万 | 减仓 |
| SPTI | STATE STREET SPDR | $1,484.11万 | 1.33% | 515,830 | 53,946 | 11.7% | $155.21万 | 加仓 |
| XLV | STATE STREET HEALTH CARE | $1,464.26万 | 1.31% | 100,550 | 1,790 | 1.8% | $26.07万 | 加仓 |
| SHY | ISHARES 1-3 YEAR | $1,417.54万 | 1.27% | 170,913 | 18,387 | 12.1% | $152.50万 | 加仓 |
| XLF | STATE STREET FINANCIAL | $1,387.13万 | 1.24% | 282,115 | 8,402 | 3.1% | $41.31万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 | $1,286.11万 | 1.15% | 96,489 | -4,397 | -4.4% | -$58.61万 | 减仓 |
| IJR | ISHARES CORE S&P | $1,172.91万 | 1.05% | 93,511 | -4,864 | -4.9% | -$61.01万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL | $961.46万 | 0.86% | 59,235 | -624 | -1.0% | -$10.13万 | 减仓 |
| XLP | STATE STREET CONSUMER | $930.02万 | 0.83% | 114,371 | -559 | -0.5% | -$4.55万 | 减仓 |
| SPDW | STATE STREET SPDR | $920.06万 | 0.82% | 199,594 | 19,279 | 10.7% | $88.87万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP | $914.00万 | 0.82% | 62,236 | -1,286 | -2.0% | -$18.89万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $808.20万 | 0.72% | 12,265 | -90 | -0.7% | -$5.93万 | 减仓 |
| SPYG | STATE STREET SPDR | $782.77万 | 0.70% | 78,798 | -5,290 | -6.3% | -$52.55万 | 减仓 |
| IEMG | ISHARES CORE MSCI | $778.18万 | 0.69% | 111,871 | -3,244 | -2.8% | -$22.57万 | 减仓 |
| EEM | ISHARES MSCI EMERGING | $770.72万 | 0.69% | 136,718 | -5,188 | -3.7% | -$29.25万 | 减仓 |
| MO | ALTRIA GROUP INC | $668.39万 | 0.60% | 101,641 | 202 | 0.2% | $1.33万 | 加仓 |
| IXG | ISHARES GLOBAL | $574.13万 | 0.51% | 50,016 | -186 | -0.4% | -$2.14万 | 减仓 |
| SPYV | STATE STREET SPDR | $541.87万 | 0.48% | 95,478 | 2,047 | 2.2% | $11.62万 | 加仓 |
| SDY | STATE STREET SPDR S&P | $511.45万 | 0.46% | 35,002 | -323 | -0.9% | -$4.72万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP | $499.15万 | 0.45% | 41,970 | -2,069 | -4.7% | -$24.61万 | 减仓 |
| SLYV | STATE STREET SPDR S&P | $496.22万 | 0.44% | 52,255 | -1,137 | -2.1% | -$10.80万 | 减仓 |
| VCR | VANGUARD CONSUMER | $493.73万 | 0.44% | 13,822 | -71 | -0.5% | -$2.54万 | 减仓 |
| ORCL | ORACLE CORP | $479.37万 | 0.43% | 32,748 | 267 | 0.8% | $3.91万 | 加仓 |
| VB | VANGUARD SMALL-CAP INDEX | $469.58万 | 0.42% | 17,743 | -794 | -4.3% | -$21.01万 | 减仓 |
| PEY | INVESCO HIGH YIELD | $442.52万 | 0.40% | 205,185 | -1,423 | -0.7% | -$3.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $441.12万 | 0.39% | 27,901 | -38 | -0.1% | -$6,008 | 减仓 |
| XLE | STATE STREET ENERGY | $427.15万 | 0.38% | 72,276 | -1,019 | -1.4% | -$6.02万 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $426.68万 | 0.38% | 14,715 | -84 | -0.6% | -$2.44万 | 减仓 |
| D | DOMINION ENERGY INC | $425.24万 | 0.38% | 67,745 | -334 | -0.5% | -$2.10万 | 减仓 |
| VIS | VANGUARD INDUSTRIALS | $403.89万 | 0.36% | 12,767 | -523 | -3.9% | -$16.55万 | 减仓 |
| XLC | STATE STREET | $395.48万 | 0.35% | 35,739 | 2,883 | 8.8% | $31.90万 | 加仓 |
| VT | VANGUARD TOTAL WORLD | $393.93万 | 0.35% | 28,258 | -1,187 | -4.0% | -$16.55万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR | $371.24万 | 0.33% | 73,717 | -670 | -0.9% | -$3.37万 | 减仓 |
| VGT | VANGUARD INFORMATION | $362.17万 | 0.32% | 5,082 | 2 | 0.0% | $1,425 | 加仓 |
| MDY | STATE STREET SPDR S&P | $357.14万 | 0.32% | 5,738 | -132 | -2.2% | -$8.22万 | 减仓 |
| LRCX | LAM RESH CORP | $353.63万 | 0.32% | 16,189 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING | $323.01万 | 0.29% | 60,016 | -2,137 | -3.4% | -$11.50万 | 减仓 |
| AMZN | AMAZON.COM INC | $321.68万 | 0.29% | 15,335 | -295 | -1.9% | -$6.19万 | 减仓 |
| VTV | VANGUARD VALUE INDEX | $316.76万 | 0.28% | 16,080 | -238 | -1.5% | -$4.69万 | 减仓 |
| LOW | LOWES COS INC | $304.52万 | 0.27% | 13,181 | 194 | 1.5% | $4.48万 | 加仓 |
| — | WISDOMTREE U.S. AL | $296.83万 | 0.27% | 25,283 | -215 | -0.8% | -$2.52万 | 减仓 |
| MCD | MCDONALDS CORP | $296.64万 | 0.26% | 9,658 | -173 | -1.8% | -$5.31万 | 减仓 |
| SPEM | STATE STREET SPDR | $262.32万 | 0.23% | 56,308 | 5,507 | 10.8% | $25.66万 | 加仓 |
| NVDA | NVIDIA CORP | $243.88万 | 0.22% | 13,748 | -83 | -0.6% | -$1.47万 | 减仓 |
| NEU | NEWMARKET CORP | $237.81万 | 0.21% | 3,740 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 | $230.85万 | 0.21% | 5,368 | -74 | -1.4% | -$3.18万 | 减仓 |
| GOOGL | ALPHABET INC | $222.71万 | 0.20% | 7,530 | -28 | -0.4% | -$8,282 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $213.52万 | 0.19% | 12,705 | -641 | -4.8% | -$10.77万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP | $205.79万 | 0.18% | 38,946 | -1,202 | -3.0% | -$6.35万 | 减仓 |
| DES | WISDOMTREE U.S. SMALLCAP | $190.01万 | 0.17% | 52,401 | -1,177 | -2.2% | -$4.27万 | 减仓 |
| MDYG | STATE STREET SPDR S&P | $180.62万 | 0.16% | 18,574 | 391 | 2.2% | $3.80万 | 加仓 |
| KO | THE COCA-COLA CO | $168.03万 | 0.15% | 21,902 | -4 | -0.0% | -$307 | 减仓 |
| MDYV | STATE STREET SPDR S&P | $164.02万 | 0.15% | 19,130 | 341 | 1.8% | $2.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $163.95万 | 0.15% | 6,746 | -8 | -0.1% | -$1,944 | 减仓 |
| LLY | ELI LILLY AND CO | $158.25万 | 0.14% | 1,691 | -100 | -5.6% | -$9.36万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL | $154.94万 | 0.14% | 8,024 | 63 | 0.8% | $1.22万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & | $152.45万 | 0.14% | 6,870 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $142.70万 | 0.13% | 4,844 | -447 | -8.4% | -$13.17万 | 减仓 |
| META | META PLATFORMS INC | $142.01万 | 0.13% | 2,472 | 105 | 4.4% | $6.03万 | 加仓 |
| VHT | VANGUARD HEALTH CARE | $134.39万 | 0.12% | 4,921 | -38 | -0.8% | -$1.04万 | 减仓 |
| AVGO | BROADCOM INC | $130.57万 | 0.12% | 4,151 | 106 | 2.6% | $3.33万 | 加仓 |
| GOOG | ALPHABET INC | $129.62万 | 0.12% | 4,402 | -57 | -1.3% | -$1.68万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK | $117.23万 | 0.10% | 3,621 | -66 | -1.8% | -$2.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $113.78万 | 0.10% | 3,265 | -109 | -3.2% | -$3.80万 | 减仓 |
| ABBV | ABBVIE INC | $109.31万 | 0.10% | 5,234 | -117 | -2.2% | -$2.44万 | 减仓 |
| — | EXXON MOBIL CORP | $105.11万 | 0.09% | 6,541 | -342 | -5.0% | -$5.50万 | 减仓 |
| TFC | TRUIST FINL CORP | $103.29万 | 0.09% | 21,903 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $99.99万 | 0.09% | 2,773 | -110 | -3.8% | -$3.97万 | 减仓 |
| SLYG | STATE STREET SPDR S&P | $93.59万 | 0.08% | 9,538 | 288 | 3.1% | $2.83万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH | $91.27万 | 0.08% | 9,088 | 3 | 0.0% | $301 | 加仓 |
| MA | MASTERCARD INC | $90.10万 | 0.08% | 1,826 | -142 | -7.2% | -$7.01万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $87.85万 | 0.08% | 10,318 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $84.27万 | 0.08% | 1,440 | -20 | -1.4% | -$1.17万 | 减仓 |
| PRAA | PRA GROUP INC | $83.62万 | 0.07% | 47,030 | 81 | 0.2% | $1,440 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES C | $80.05万 | 0.07% | 22,182 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP INDEX | $75.15万 | 0.07% | 2,493 | -39 | -1.5% | -$1.18万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $74.71万 | 0.07% | 2,594 | -110 | -4.1% | -$3.17万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $72.35万 | 0.06% | 2,258 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $67.77万 | 0.06% | 3,406 | -127 | -3.6% | -$2.53万 | 减仓 |