Salvus Wealth Management, LLC
RED BANK NJ · SEC CIK 0001809236
$1.72亿2026Q1 申报市值
126持仓数
32.4%前十大占比 · 第一大 4.7%
6 / 16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
GBIL 加仓+$377.80万
KNSL 新建仓+$186.68万
MKL 加仓+$67.95万
GOOG 加仓+$58.06万
BN 加仓+$57.92万
2026Q1 卖出最多 按季末市值估算
ADI 减仓-$189.45万
ITOT 清仓-$163.50万
GLW 减仓-$88.87万
ASTS 减仓-$77.22万
ENB 清仓-$60.69万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -10,996 | -100.0% | -$163.50万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -12,688 | -100.0% | -$60.69万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -3,047 | -100.0% | -$55.45万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -5,741 | -100.0% | -$50.19万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -5,976 | -100.0% | -$49.02万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -7,120 | -100.0% | -$47.73万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -3,269 | -100.0% | -$40.96万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,157 | -100.0% | -$40.49万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,291 | -100.0% | -$31.38万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -429 | -100.0% | -$28.42万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -411 | -100.0% | -$27.69万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -933 | -100.0% | -$25.48万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -6,410 | -100.0% | -$23.99万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -1,422 | -100.0% | -$22.66万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,644 | -100.0% | -$21.60万 | 清仓 |
| VIR | VIR BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -11,691 | -100.0% | -$7.05万 | 清仓 |
| — | REDCLOUD HLDGS PLC | $9,237 | 0.01% | 13,010 | 0 | 0.0% | — | 不变 |
| — | ROCKY MTN CHOCOLATE FACTORY | $5.30万 | 0.03% | 23,567 | 0 | 0.0% | — | 不变 |
| — | FLUENT INC | $6.15万 | 0.04% | 19,448 | 445 | 2.3% | $1,406 | 加仓 |
| — | CPS TECHNOLOGIES CORP | $10.29万 | 0.06% | 27,520 | 0 | 0.0% | — | 不变 |
| — | LOOP INDS INC | $11.26万 | 0.07% | 78,710 | 59,430 | 308.2% | $8.50万 | 加仓 |
| — | LAKELAND INDS INC | $11.31万 | 0.07% | 13,805 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $17.85万 | 0.10% | 30,935 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $20.00万 | 0.12% | 680 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $20.02万 | 0.12% | 740 | 740 | — | $20.02万 | 新建仓 |
| KLAC | KLA CORP | $20.61万 | 0.12% | 140 | 140 | — | $20.61万 | 新建仓 |
| CAT | CATERPILLAR INC | $22.32万 | 0.13% | 315 | 315 | — | $22.32万 | 新建仓 |
| WMT | WALMART INC | $24.14万 | 0.14% | 1,942 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $24.36万 | 0.14% | 1,795 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $26.52万 | 0.15% | 1,241 | 1,241 | — | $26.52万 | 新建仓 |
| RH | RH | $27.40万 | 0.16% | 1,960 | 613 | 45.5% | $8.57万 | 加仓 |
| HUBB | HUBBELL INC | $28.22万 | 0.16% | 575 | -36 | -5.9% | -$1.77万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $28.66万 | 0.17% | 7,874 | 797 | 11.3% | $2.90万 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $28.85万 | 0.17% | 18,709 | -358 | -1.9% | -$5,520 | 减仓 |
| SYY | SYSCO CORP | $29.05万 | 0.17% | 4,072 | -553 | -12.0% | -$3.94万 | 减仓 |
| SNPS | SYNOPSYS INC | $29.58万 | 0.17% | 746 | 47 | 6.7% | $1.86万 | 加仓 |
| IWF | ISHARES TR | $29.85万 | 0.17% | 700 | 221 | 46.1% | $9.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $30.39万 | 0.18% | 3,316 | 616 | 22.8% | $5.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $30.41万 | 0.18% | 900 | 50 | 5.9% | $1.69万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.96万 | 0.19% | 926 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $32.38万 | 0.19% | 1,633 | 57 | 3.6% | $1.13万 | 加仓 |
| ABNB | AIRBNB INC | $33.48万 | 0.19% | 2,651 | 115 | 4.5% | $1.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $33.97万 | 0.20% | 589 | 94 | 19.0% | $5.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.44万 | 0.20% | 747 | 23 | 3.2% | $1.06万 | 加仓 |
| ET | ENERGY TRANSFER L P | $36.02万 | 0.21% | 18,665 | 8 | 0.0% | $154 | 加仓 |
| CCI | CROWN CASTLE INC | $38.91万 | 0.23% | 4,785 | -132 | -2.7% | -$1.07万 | 减仓 |
| IDXX | IDEXX LABS INC | $40.34万 | 0.23% | 718 | 22 | 3.2% | $1.24万 | 加仓 |
| EMR | EMERSON ELEC CO | $40.87万 | 0.24% | 3,119 | -170 | -5.2% | -$2.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.03万 | 0.24% | 1,214 | 51 | 4.4% | $1.72万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.92万 | 0.24% | 3,201 | 309 | 10.7% | $4.05万 | 加仓 |
| IEX | IDEX CORP | $42.08万 | 0.24% | 2,220 | 625 | 39.2% | $11.85万 | 加仓 |
| HAS | HASBRO INC | $43.15万 | 0.25% | 4,610 | 369 | 8.7% | $3.45万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $44.04万 | 0.26% | 9,907 | -28 | -0.3% | -$1,245 | 减仓 |
| T | AT&T INC | $44.42万 | 0.26% | 15,323 | 1,408 | 10.1% | $4.08万 | 加仓 |
| CDW | CDW CORP | $44.87万 | 0.26% | 3,708 | 1,390 | 60.0% | $16.82万 | 加仓 |
| GOOGL | ALPHABET INC | $45.03万 | 0.26% | 1,566 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $45.66万 | 0.27% | 2,209 | 158 | 7.7% | $3.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.18万 | 0.27% | 726 | 261 | 56.1% | $16.96万 | 加仓 |
| KO | COCA COLA CO | $49.01万 | 0.28% | 6,444 | 489 | 8.2% | $3.72万 | 加仓 |
| MSCI | MSCI INC | $50.61万 | 0.29% | 939 | 35 | 3.9% | $1.89万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $51.28万 | 0.30% | 1,758 | -583 | -24.9% | -$17.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $51.38万 | 0.30% | 3,558 | 271 | 8.2% | $3.91万 | 加仓 |
| CB | CHUBB LTD SWITZ | $53.97万 | 0.31% | 1,656 | 11 | 0.7% | $3,585 | 加仓 |
| ZTS | ZOETIS INC | $54.45万 | 0.32% | 4,606 | 167 | 3.8% | $1.97万 | 加仓 |
| MRK | MERCK & CO INC | $54.58万 | 0.32% | 4,537 | 316 | 7.5% | $3.80万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $54.71万 | 0.32% | 1,594 | 108 | 7.3% | $3.71万 | 加仓 |
| KMX | CARMAX INC | $55.65万 | 0.32% | 13,383 | 6,873 | 105.6% | $28.58万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $55.75万 | 0.32% | 7,544 | 7,544 | — | $55.75万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $55.90万 | 0.33% | 13,857 | 10,390 | 299.7% | $41.91万 | 加仓 |
| — | HONEYWELL INTL INC | $58.95万 | 0.34% | 2,608 | -152 | -5.5% | -$3.44万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.58万 | 0.38% | 17,066 | 3 | 0.0% | $114 | 加仓 |
| EOG | EOG RES INC | $66.05万 | 0.38% | 4,569 | 263 | 6.1% | $3.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $66.41万 | 0.39% | 2,454 | -24 | -1.0% | -$6,495 | 减仓 |
| MDT | MEDTRONIC PLC | $66.82万 | 0.39% | 7,712 | -485 | -5.9% | -$4.20万 | 减仓 |
| INTC | INTEL CORP | $69.84万 | 0.41% | 15,827 | 905 | 6.1% | $3.99万 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $71.46万 | 0.42% | 37,932 | 19,564 | 106.5% | $36.86万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $71.61万 | 0.42% | 3,528 | -2,773 | -44.0% | -$56.29万 | 减仓 |
| PAYX | PAYCHEX INC | $72.91万 | 0.42% | 7,915 | 142 | 1.8% | $1.31万 | 加仓 |
| DIS | DISNEY WALT CO | $77.11万 | 0.45% | 8,001 | 1,900 | 31.1% | $18.31万 | 加仓 |
| META | META PLATFORMS INC | $79.18万 | 0.46% | 1,384 | 354 | 34.4% | $20.25万 | 加仓 |
| FAST | FASTENAL CO | $79.93万 | 0.46% | 17,227 | -536 | -3.0% | -$2.49万 | 减仓 |
| SHOP | SHOPIFY INC | $80.37万 | 0.47% | 6,775 | 1,312 | 24.0% | $15.56万 | 加仓 |
| UL | UNILEVER PLC | $80.98万 | 0.47% | 14,215 | -882 | -5.8% | -$5.02万 | 减仓 |
| OKE | ONEOK INC NEW | $82.44万 | 0.48% | 9,120 | -505 | -5.2% | -$4.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $83.04万 | 0.48% | 1,662 | 53 | 3.3% | $2.65万 | 加仓 |
| ORCL | ORACLE CORP | $84.00万 | 0.49% | 5,710 | 200 | 3.6% | $2.94万 | 加仓 |
| NOW | SERVICENOW INC | $84.31万 | 0.49% | 8,064 | 3,974 | 97.2% | $41.55万 | 加仓 |
| LOW | LOWES COS INC | $88.63万 | 0.52% | 3,751 | -131 | -3.4% | -$3.10万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $89.58万 | 0.52% | 1,313 | -30 | -2.2% | -$2.05万 | 减仓 |
| V | VISA INC | $90.04万 | 0.52% | 2,979 | 75 | 2.6% | $2.27万 | 加仓 |
| CSCO | CISCO SYS INC | $97.05万 | 0.56% | 12,509 | -3,444 | -21.6% | -$26.72万 | 减仓 |
| NU | NU HLDGS LTD | $99.87万 | 0.58% | 69,500 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $101.63万 | 0.59% | 5,235 | -140 | -2.6% | -$2.72万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $101.86万 | 0.59% | 4,873 | 390 | 8.7% | $8.15万 | 加仓 |
| CMI | CUMMINS INC | $102.87万 | 0.60% | 1,912 | 801 | 72.1% | $43.10万 | 加仓 |
| AVGO | BROADCOM INC | $107.03万 | 0.62% | 3,458 | 194 | 5.9% | $6.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $109.66万 | 0.64% | 12,240 | -109 | -0.9% | -$9,765 | 减仓 |
| MO | ALTRIA GROUP INC | $110.31万 | 0.64% | 16,716 | 225 | 1.4% | $1.48万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $111.72万 | 0.65% | 7,100 | 171 | 2.5% | $2.69万 | 加仓 |
| L | LOEWS CORP | $119.64万 | 0.70% | 11,208 | -775 | -6.5% | -$8.27万 | 减仓 |