Salvus Wealth Management, LLC
RED BANK NJ · SEC CIK 0001809236
$1.78亿2026Q2 申报市值
125持仓数
32.3%前十大占比 · 第一大 4.5%
8 / 9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
SUNB 新建仓+$181.19万
RSG 新建仓+$78.92万
RYN 新建仓+$69.97万
AWI 加仓+$58.62万
NEE 新建仓+$54.24万
2026Q2 卖出最多 按季末市值估算
ADI 减仓-$374.93万
GBIL 减仓-$266.39万
IBP 减仓-$139.88万
NU 清仓-$99.87万
GLW 减仓-$77.34万
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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $171.43万 | 0.96% | 18,616 | -1,661 | -8.2% | -$15.30万 | 减仓 |
| AMZN | AMAZON COM INC | $171.87万 | 0.96% | 7,211 | 337 | 4.9% | $8.03万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $181.19万 | 1.02% | 24,220 | 24,220 | — | $181.19万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $183.41万 | 1.03% | 5,561 | 97 | 1.8% | $3.20万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $185.80万 | 1.04% | 5,906 | -317 | -5.1% | -$9.97万 | 减仓 |
| MC | MOELIS & CO | $194.23万 | 1.09% | 29,689 | -1,259 | -4.1% | -$8.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $201.58万 | 1.13% | 7,937 | -152 | -1.9% | -$3.86万 | 减仓 |
| NVR | NVR INC | $218.71万 | 1.23% | 321 | -15 | -4.5% | -$10.22万 | 减仓 |
| INTC | INTEL CORP | $224.97万 | 1.26% | 16,112 | 285 | 1.8% | $3.98万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $226.23万 | 1.27% | 28,655 | -2,016 | -6.6% | -$15.92万 | 减仓 |
| LLY | ELI LILLY & CO | $227.09万 | 1.27% | 1,893 | -75 | -3.8% | -$9.00万 | 减仓 |
| GLW | CORNING INC | $236.78万 | 1.33% | 9,270 | -3,028 | -24.6% | -$77.34万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $242.89万 | 1.36% | 15,141 | 3,654 | 31.8% | $58.62万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $258.19万 | 1.45% | 25,778 | -26,596 | -50.8% | -$266.39万 | 减仓 |
| MKL | MARKEL GROUP INC | $258.77万 | 1.45% | 1,325 | -115 | -8.0% | -$22.46万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $259.95万 | 1.46% | 11,310 | -6,086 | -35.0% | -$139.88万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $266.69万 | 1.49% | 13,263 | -510 | -3.7% | -$10.26万 | 减仓 |
| BN | BROOKFIELD CORP | $292.15万 | 1.64% | 68,596 | -6,139 | -8.2% | -$26.15万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $312.33万 | 1.75% | 52,616 | -2,158 | -3.9% | -$12.81万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $319.24万 | 1.79% | 18,792 | -1,072 | -5.4% | -$18.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $338.06万 | 1.89% | 9,063 | -319 | -3.4% | -$11.90万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $348.85万 | 1.95% | 3,615 | 201 | 5.9% | $19.40万 | 加仓 |
| THO | THOR INDS INC | $378.93万 | 2.12% | 50,416 | -2,240 | -4.3% | -$16.84万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $389.12万 | 2.18% | 11,504 | -454 | -3.8% | -$15.36万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $407.85万 | 2.28% | 22,882 | -593 | -2.5% | -$10.57万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $437.87万 | 2.45% | 55,851 | -2,634 | -4.5% | -$20.65万 | 减仓 |
| PGR | PROGRESSIVE CORP | $495.79万 | 2.78% | 22,696 | -1,546 | -6.4% | -$33.77万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $504.87万 | 2.83% | 25,232 | 804 | 3.3% | $16.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $565.10万 | 3.17% | 7,816 | -715 | -8.4% | -$51.69万 | 减仓 |
| AAPL | APPLE INC | $580.59万 | 3.25% | 20,064 | -521 | -2.5% | -$15.08万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $623.72万 | 3.49% | 67,597 | -4,084 | -5.7% | -$37.68万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $625.57万 | 3.50% | 70,399 | -6,289 | -8.2% | -$55.88万 | 减仓 |
| GOOG | ALPHABET INC | $705.45万 | 3.95% | 19,966 | -1,218 | -5.7% | -$43.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $810.28万 | 4.54% | 16,193 | -597 | -3.6% | -$29.87万 | 减仓 |