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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $119.84万 | 0.70% | 7,248 | -239 | -3.2% | -$3.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.14万 | 0.70% | 24,132 | 2,898 | 13.6% | $14.55万 | 加仓 |
| D | DOMINION ENERGY INC | $127.07万 | 0.74% | 20,555 | 3,526 | 20.7% | $21.80万 | 加仓 |
| FNV | FRANCO NEV CORP | $131.18万 | 0.76% | 5,310 | -355 | -6.3% | -$8.77万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $133.75万 | 0.78% | 3,414 | 78 | 2.3% | $3.06万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $135.22万 | 0.79% | 4,655 | -154 | -3.2% | -$4.47万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $136.11万 | 0.79% | 7,887 | 1,713 | 27.7% | $29.56万 | 加仓 |
| AMZN | AMAZON COM INC | $143.16万 | 0.83% | 6,874 | -2,514 | -26.8% | -$52.36万 | 减仓 |
| BLK | BLACKROCK INC | $159.84万 | 0.93% | 1,662 | -4 | -0.2% | -$3,847 | 减仓 |
| GLW | CORNING INC | $167.22万 | 0.97% | 12,298 | -6,536 | -34.7% | -$88.87万 | 减仓 |
| MC | MOELIS & CO | $176.40万 | 1.03% | 30,948 | 3,058 | 11.0% | $17.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $177.52万 | 1.03% | 8,580 | 71 | 0.8% | $1.47万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $178.60万 | 1.04% | 6,223 | 36 | 0.6% | $1.03万 | 加仓 |
| LLY | ELI LILLY & CO | $181.04万 | 1.05% | 1,968 | 66 | 3.5% | $6.07万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $186.68万 | 1.09% | 5,464 | 5,464 | — | $186.68万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $187.18万 | 1.09% | 20,277 | -49 | -0.2% | -$4,523 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $189.31万 | 1.10% | 11,487 | -31 | -0.3% | -$5,109 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $197.73万 | 1.15% | 8,089 | 83 | 1.0% | $2.03万 | 加仓 |
| AON | AON PLC | $216.81万 | 1.26% | 6,717 | -57 | -0.8% | -$1.84万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $220.13万 | 1.28% | 30,671 | -507 | -1.6% | -$3.64万 | 减仓 |
| NVR | NVR INC | $221.42万 | 1.29% | 336 | 1 | 0.3% | $6,590 | 加仓 |
| ANET | ARISTA NETWORKS INC | $243.89万 | 1.42% | 19,864 | -87 | -0.4% | -$1.07万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $269.14万 | 1.57% | 13,773 | 40 | 0.3% | $7,816 | 加仓 |
| MKL | MARKEL GROUP INC | $275.63万 | 1.60% | 1,440 | 355 | 32.7% | $67.95万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $278.25万 | 1.62% | 54,774 | 190 | 0.3% | $9,652 | 加仓 |
| AMAT | APPLIED MATLS INC | $291.58万 | 1.70% | 8,531 | -157 | -1.8% | -$5.37万 | 减仓 |
| BN | BROOKFIELD CORP | $302.45万 | 1.76% | 74,735 | 14,311 | 23.7% | $57.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $347.29万 | 2.02% | 9,382 | 85 | 0.9% | $3.15万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $361.71万 | 2.10% | 11,958 | -125 | -1.0% | -$3.78万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $395.35万 | 2.30% | 939 | -1 | -0.1% | -$4,210 | 减仓 |
| THO | THOR INDS INC | $420.67万 | 2.45% | 52,656 | -925 | -1.7% | -$7.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $426.02万 | 2.48% | 24,428 | 223 | 0.9% | $3.89万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $432.32万 | 2.51% | 58,485 | -980 | -1.6% | -$7.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $432.45万 | 2.51% | 13,593 | -5,955 | -30.5% | -$189.45万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $461.25万 | 2.68% | 17,396 | -130 | -0.7% | -$3.45万 | 减仓 |
| PGR | PROGRESSIVE CORP | $480.57万 | 2.79% | 24,242 | -153 | -0.6% | -$3.03万 | 减仓 |
| AAPL | APPLE INC | $522.43万 | 3.04% | 20,585 | -164 | -0.8% | -$4.16万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $524.74万 | 3.05% | 52,374 | 37,708 | 257.1% | $377.80万 | 加仓 |
| GOOG | ALPHABET INC | $607.68万 | 3.53% | 21,184 | 2,024 | 10.6% | $58.06万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $635.51万 | 3.70% | 76,688 | -9,318 | -10.8% | -$77.22万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $673.66万 | 3.92% | 71,681 | -1,360 | -1.9% | -$12.78万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $804.58万 | 4.68% | 16,790 | -19 | -0.1% | -$9,105 | 减仓 |