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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH | $7,914.24万 | 6.51% | 578,289 | -20,201 | -3.4% | -$276.46万 | 减仓 |
| SUB | ISHARES SHORT-TERM | $7,731.77万 | 6.36% | 726,711 | 15,623 | 2.2% | $166.22万 | 加仓 |
| XLK | STATE STREET TECHNOLOGY | $7,528.27万 | 6.20% | 404,790 | -28,507 | -6.6% | -$530.17万 | 减仓 |
| JMST | JPMORGAN ULTRA-SHORT | $6,122.55万 | 5.04% | 1,202,000 | 12,119 | 1.0% | $61.73万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $5,144.79万 | 4.23% | 75,056 | -2,722 | -3.5% | -$186.58万 | 减仓 |
| BIL | STATE STREET SPDR | $4,931.32万 | 4.06% | 539,532 | 10,144 | 1.9% | $92.72万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE | $4,083.57万 | 3.36% | 179,309 | -6,732 | -3.6% | -$153.31万 | 减仓 |
| SPY | STATE STREET SPDR S&P | $3,023.28万 | 2.49% | 40,540 | -1,986 | -4.7% | -$148.11万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED | $2,982.58万 | 2.45% | 423,984 | -1,670 | -0.4% | -$11.75万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND | $2,925.10万 | 2.41% | 578,375 | 14,271 | 2.5% | $72.17万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI | $2,730.36万 | 2.25% | 253,804 | 12,487 | 5.2% | $134.33万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP | $2,631.07万 | 2.17% | 344,299 | -8,326 | -2.4% | -$63.63万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM | $2,575.00万 | 2.12% | 443,813 | 12,510 | 2.9% | $72.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,318.82万 | 1.91% | 60,342 | -1,223 | -2.0% | -$47.00万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $2,129.28万 | 1.75% | 206,707 | -5,019 | -2.4% | -$51.70万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 | $2,123.56万 | 1.75% | 70,681 | -685 | -1.0% | -$20.58万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND | $2,031.11万 | 1.67% | 128,393 | -3,138 | -2.4% | -$49.64万 | 减仓 |
| AAPL | APPLE INC | $2,017.31万 | 1.66% | 68,528 | -877 | -1.3% | -$25.82万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 | $1,919.91万 | 1.58% | 165,410 | -9,186 | -5.3% | -$106.62万 | 减仓 |
| XLY | STATE STREET CONSUMER | $1,836.25万 | 1.51% | 155,065 | -2,052 | -1.3% | -$24.30万 | 减仓 |
| VUG | VANGUARD GROWTH INDEX | $1,732.39万 | 1.43% | 201,162 | -4,266 | -2.1% | -$36.74万 | 减仓 |
| XLV | STATE STREET HEALTH CARE | $1,593.23万 | 1.31% | 99,600 | -950 | -0.9% | -$15.20万 | 减仓 |
| VGIT | VANGUARD INTER-TERM | $1,584.30万 | 1.30% | 269,897 | 9,427 | 3.6% | $55.34万 | 加仓 |
| XLF | STATE STREET FINANCIAL | $1,540.76万 | 1.27% | 279,970 | -2,145 | -0.8% | -$11.80万 | 减仓 |
| SPTI | STATE STREET SPDR | $1,517.06万 | 1.25% | 536,824 | 20,994 | 4.1% | $59.33万 | 加仓 |
| SHY | ISHARES 1-3 YEAR | $1,459.90万 | 1.20% | 178,384 | 7,471 | 4.4% | $61.14万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 | $1,386.16万 | 1.14% | 94,459 | -2,030 | -2.1% | -$29.79万 | 减仓 |
| IJR | ISHARES CORE S&P | $1,350.21万 | 1.11% | 91,530 | -1,981 | -2.1% | -$29.22万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL | $1,082.83万 | 0.89% | 58,790 | -445 | -0.8% | -$8.20万 | 减仓 |
| SPDW | STATE STREET SPDR | $1,075.22万 | 0.88% | 212,790 | 13,196 | 6.6% | $66.68万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP | $1,024.44万 | 0.84% | 59,814 | -2,422 | -3.9% | -$41.48万 | 减仓 |
| XLP | STATE STREET CONSUMER | $944.25万 | 0.78% | 113,058 | -1,313 | -1.1% | -$10.97万 | 减仓 |
| IEMG | ISHARES CORE MSCI | $891.92万 | 0.73% | 110,644 | -1,227 | -1.1% | -$9.89万 | 减仓 |
| EEM | ISHARES MSCI EMERGING | $890.88万 | 0.73% | 134,008 | -2,710 | -2.0% | -$18.02万 | 减仓 |
| SPYG | STATE STREET SPDR | $886.40万 | 0.73% | 74,840 | -3,958 | -5.0% | -$46.88万 | 减仓 |
| IVV | ISHARES CORE S&P 500 | $845.37万 | 0.70% | 11,292 | -973 | -7.9% | -$72.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $726.48万 | 0.60% | 101,548 | -93 | -0.1% | -$6,653 | 减仓 |
| LRCX | LAM RESH CORP | $629.03万 | 0.52% | 16,077 | -112 | -0.7% | -$4.38万 | 减仓 |
| IXG | ISHARES GLOBAL | $622.88万 | 0.51% | 49,345 | -671 | -1.3% | -$8.47万 | 减仓 |
| SPYV | STATE STREET SPDR | $571.53万 | 0.47% | 93,694 | -1,784 | -1.9% | -$10.88万 | 减仓 |
| SLYV | STATE STREET SPDR S&P | $545.50万 | 0.45% | 50,142 | -2,113 | -4.0% | -$22.99万 | 减仓 |
| VCR | VANGUARD CONSUMER | $543.90万 | 0.45% | 13,651 | -171 | -1.2% | -$6.81万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP | $540.89万 | 0.45% | 39,626 | -2,344 | -5.6% | -$32.00万 | 减仓 |
| SDY | STATE STREET SPDR S&P | $520.74万 | 0.43% | 34,033 | -969 | -2.8% | -$14.83万 | 减仓 |
| VB | VANGUARD SMALL-CAP INDEX | $508.01万 | 0.42% | 16,849 | -894 | -5.0% | -$26.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $490.38万 | 0.40% | 27,598 | -303 | -1.1% | -$5.38万 | 减仓 |
| PEY | INVESCO HIGH YIELD | $478.72万 | 0.39% | 203,973 | -1,212 | -0.6% | -$2.84万 | 减仓 |
| ORCL | ORACLE CORP | $466.60万 | 0.38% | 32,744 | -4 | -0.0% | -$570 | 减仓 |
| VO | VANGUARD MID-CAP INDEX | $461.30万 | 0.38% | 57,421 | -1,439 | -2.4% | -$11.56万 | 减仓 |
| D | DOMINION ENERGY INC | $459.16万 | 0.38% | 67,733 | -12 | -0.0% | -$813 | 减仓 |
| VIS | VANGUARD INDUSTRIALS | $448.83万 | 0.37% | 12,629 | -138 | -1.1% | -$4.90万 | 减仓 |
| VT | VANGUARD TOTAL WORLD | $439.60万 | 0.36% | 28,160 | -98 | -0.3% | -$1.53万 | 减仓 |
| VGT | VANGUARD INFORMATION | $427.97万 | 0.35% | 36,510 | -4,146 | -10.2% | -$48.60万 | 减仓 |
| XLC | STATE STREET | $419.53万 | 0.35% | 37,636 | 1,897 | 5.3% | $21.15万 | 加仓 |
| XLE | STATE STREET ENERGY | $395.95万 | 0.33% | 74,585 | 2,309 | 3.2% | $12.26万 | 加仓 |
| MDY | STATE STREET SPDR S&P | $391.48万 | 0.32% | 5,616 | -122 | -2.1% | -$8.50万 | 减仓 |
| AMZN | AMAZON.COM INC | $368.91万 | 0.30% | 15,263 | -72 | -0.5% | -$1.74万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR | $353.16万 | 0.29% | 72,191 | -1,526 | -2.1% | -$7.47万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING | $352.93万 | 0.29% | 59,601 | -415 | -0.7% | -$2.46万 | 减仓 |
| VTV | VANGUARD VALUE INDEX | $339.46万 | 0.28% | 15,616 | -464 | -2.9% | -$10.09万 | 减仓 |
| — | WISDOMTREE U.S. AL | $323.38万 | 0.27% | 24,856 | -427 | -1.7% | -$5.56万 | 减仓 |
| SPEM | STATE STREET SPDR | $306.71万 | 0.25% | 58,991 | 2,683 | 4.8% | $13.95万 | 加仓 |
| NEU | NEWMARKET CORP | $293.81万 | 0.24% | 3,740 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $282.93万 | 0.23% | 12,749 | -432 | -3.3% | -$9.59万 | 减仓 |
| NVDA | NVIDIA CORP | $275.39万 | 0.23% | 13,938 | 190 | 1.4% | $3.75万 | 加仓 |
| GOOGL | ALPHABET INC | $270.91万 | 0.22% | 7,500 | -30 | -0.4% | -$1.08万 | 减仓 |
| MCD | MCDONALDS CORP | $264.22万 | 0.22% | 9,806 | 148 | 1.5% | $3.99万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 | $252.40万 | 0.21% | 20,517 | -955 | -4.4% | -$11.75万 | 减仓 |
| DON | WISDOMTREE U.S. MIDCAP | $217.19万 | 0.18% | 38,454 | -492 | -1.3% | -$2.78万 | 减仓 |
| DES | WISDOMTREE U.S. SMALLCAP | $205.07万 | 0.17% | 50,460 | -1,941 | -3.7% | -$7.89万 | 减仓 |
| AMAT | APPLIED MATLS INC | $203.28万 | 0.17% | 3,123 | -142 | -4.3% | -$9.24万 | 减仓 |
| MDYG | STATE STREET SPDR S&P | $196.23万 | 0.16% | 17,717 | -857 | -4.6% | -$9.49万 | 减仓 |
| LLY | ELI LILLY AND CO | $195.21万 | 0.16% | 1,638 | -53 | -3.1% | -$6.32万 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $188.16万 | 0.15% | 12,627 | -78 | -0.6% | -$1.16万 | 减仓 |
| KO | THE COCA-COLA CO | $178.04万 | 0.15% | 21,902 | 0 | 0.0% | — | 不变 |
| MDYV | STATE STREET SPDR S&P | $177.76万 | 0.15% | 18,845 | -285 | -1.5% | -$2.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $172.21万 | 0.14% | 5,155 | 311 | 6.4% | $10.39万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $170.67万 | 0.14% | 6,720 | -26 | -0.4% | -$6,603 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & | $167.53万 | 0.14% | 6,870 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL | $162.45万 | 0.13% | 7,612 | -412 | -5.1% | -$8.79万 | 减仓 |
| GOOG | ALPHABET INC | $154.72万 | 0.13% | 4,323 | -79 | -1.8% | -$2.83万 | 减仓 |
| VHT | VANGUARD HEALTH CARE | $147.63万 | 0.12% | 4,907 | -14 | -0.3% | -$4,212 | 减仓 |
| AVGO | BROADCOM INC | $144.12万 | 0.12% | 3,902 | -249 | -6.0% | -$9.20万 | 减仓 |
| ABBV | ABBVIE INC | $132.43万 | 0.11% | 5,275 | 41 | 0.8% | $1.03万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK | $128.33万 | 0.11% | 3,475 | -146 | -4.0% | -$5.39万 | 减仓 |
| TSLA | TESLA INC | $121.30万 | 0.10% | 2,852 | 79 | 2.8% | $3.36万 | 加仓 |
| TFC | TRUIST FINL CORP | $111.24万 | 0.09% | 21,859 | -44 | -0.2% | -$2,239 | 减仓 |
| SLYG | STATE STREET SPDR S&P | $108.02万 | 0.09% | 9,398 | -140 | -1.5% | -$1.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $102.28万 | 0.08% | 1,410 | -30 | -2.1% | -$2.18万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES C | $95.80万 | 0.08% | 22,182 | 0 | 0.0% | — | 不变 |
| RLY | STATE STREET MULTI-ASSET | $95.73万 | 0.08% | 27,925 | 27,925 | — | $95.73万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $95.71万 | 0.08% | 10,318 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH | $90.13万 | 0.07% | 8,978 | -110 | -1.2% | -$1.10万 | 减仓 |
| PRAA | PRA GROUP INC | $89.68万 | 0.07% | 46,881 | -149 | -0.3% | -$2,850 | 减仓 |
| INTC | INTEL CORP | $87.64万 | 0.07% | 6,900 | -80 | -1.1% | -$1.02万 | 减仓 |
| — | EXXON MOBIL CORP | $87.61万 | 0.07% | 6,429 | -112 | -1.7% | -$1.53万 | 减仓 |
| CAT | CATERPILLAR INC | $86.67万 | 0.07% | 874 | 1 | 0.1% | $992 | 加仓 |
| GE | GE AEROSPACE | $84.10万 | 0.07% | 2,243 | -42 | -1.8% | -$1.57万 | 减仓 |
| OEF | ISHARES S&P 100 ETF | $82.61万 | 0.07% | 2,258 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $82.36万 | 0.07% | 2,582 | -12 | -0.5% | -$3,828 | 减仓 |