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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $810.28万 | 4.54% | 16,193 | -597 | -3.6% | -$29.87万 | 减仓 |
| GOOG | ALPHABET INC | $705.45万 | 3.95% | 19,966 | -1,218 | -5.7% | -$43.04万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $625.57万 | 3.50% | 70,399 | -6,289 | -8.2% | -$55.88万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $623.72万 | 3.49% | 67,597 | -4,084 | -5.7% | -$37.68万 | 减仓 |
| AAPL | APPLE INC | $580.59万 | 3.25% | 20,064 | -521 | -2.5% | -$15.08万 | 减仓 |
| AMAT | APPLIED MATLS INC | $565.10万 | 3.17% | 7,816 | -715 | -8.4% | -$51.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $504.87万 | 2.83% | 25,232 | 804 | 3.3% | $16.09万 | 加仓 |
| PGR | PROGRESSIVE CORP | $495.79万 | 2.78% | 22,696 | -1,546 | -6.4% | -$33.77万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $437.87万 | 2.45% | 55,851 | -2,634 | -4.5% | -$20.65万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $407.85万 | 2.28% | 22,882 | -593 | -2.5% | -$10.57万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $389.12万 | 2.18% | 11,504 | -454 | -3.8% | -$15.36万 | 减仓 |
| THO | THOR INDS INC | $378.93万 | 2.12% | 50,416 | -2,240 | -4.3% | -$16.84万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $348.85万 | 1.95% | 3,615 | 201 | 5.9% | $19.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $338.06万 | 1.89% | 9,063 | -319 | -3.4% | -$11.90万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $319.24万 | 1.79% | 18,792 | -1,072 | -5.4% | -$18.21万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $312.33万 | 1.75% | 52,616 | -2,158 | -3.9% | -$12.81万 | 减仓 |
| BN | BROOKFIELD CORP | $292.15万 | 1.64% | 68,596 | -6,139 | -8.2% | -$26.15万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $266.69万 | 1.49% | 13,263 | -510 | -3.7% | -$10.26万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $259.95万 | 1.46% | 11,310 | -6,086 | -35.0% | -$139.88万 | 减仓 |
| MKL | MARKEL GROUP INC | $258.77万 | 1.45% | 1,325 | -115 | -8.0% | -$22.46万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $258.19万 | 1.45% | 25,778 | -26,596 | -50.8% | -$266.39万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $242.89万 | 1.36% | 15,141 | 3,654 | 31.8% | $58.62万 | 加仓 |
| GLW | CORNING INC | $236.78万 | 1.33% | 9,270 | -3,028 | -24.6% | -$77.34万 | 减仓 |
| LLY | ELI LILLY & CO | $227.09万 | 1.27% | 1,893 | -75 | -3.8% | -$9.00万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $226.23万 | 1.27% | 28,655 | -2,016 | -6.6% | -$15.92万 | 减仓 |
| INTC | INTEL CORP | $224.97万 | 1.26% | 16,112 | 285 | 1.8% | $3.98万 | 加仓 |
| NVR | NVR INC | $218.71万 | 1.23% | 321 | -15 | -4.5% | -$10.22万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $201.58万 | 1.13% | 7,937 | -152 | -1.9% | -$3.86万 | 减仓 |
| MC | MOELIS & CO | $194.23万 | 1.09% | 29,689 | -1,259 | -4.1% | -$8.24万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $185.80万 | 1.04% | 5,906 | -317 | -5.1% | -$9.97万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $183.41万 | 1.03% | 5,561 | 97 | 1.8% | $3.20万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $181.19万 | 1.02% | 24,220 | 24,220 | — | $181.19万 | 新建仓 |
| AMZN | AMAZON COM INC | $171.87万 | 0.96% | 7,211 | 337 | 4.9% | $8.03万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $171.43万 | 0.96% | 18,616 | -1,661 | -8.2% | -$15.30万 | 减仓 |
| ADI | ANALOG DEVICES INC | $164.94万 | 0.92% | 4,153 | -9,440 | -69.4% | -$374.93万 | 减仓 |
| AON | AON PLC | $163.69万 | 0.92% | 4,935 | -1,782 | -26.5% | -$59.11万 | 减仓 |
| BLK | BLACKROCK INC | $153.75万 | 0.86% | 1,599 | -63 | -3.8% | -$6.06万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $150.84万 | 0.85% | 5,145 | 490 | 10.5% | $14.37万 | 加仓 |
| CVX | CHEVRON CORPORATION | $138.00万 | 0.77% | 8,325 | -255 | -3.0% | -$4.23万 | 减仓 |
| CSCO | CISCO SYS INC | $131.98万 | 0.74% | 11,237 | -1,272 | -10.2% | -$14.94万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $131.71万 | 0.74% | 7,114 | 14 | 0.2% | $2,592 | 加仓 |
| L | LOEWS CORP | $127.46万 | 0.71% | 11,258 | 50 | 0.4% | $5,661 | 加仓 |
| AMT | AMERICAN TOWER CORP | $126.70万 | 0.71% | 7,746 | -141 | -1.8% | -$2.31万 | 减仓 |
| D | DOMINION ENERGY INC | $125.39万 | 0.70% | 18,361 | -2,194 | -10.7% | -$14.98万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $125.32万 | 0.70% | 29,599 | 5,467 | 22.7% | $23.15万 | 加仓 |
| CMI | CUMMINS INC | $121.46万 | 0.68% | 1,703 | -209 | -10.9% | -$14.91万 | 减仓 |
| TXN | TEXAS INSTRS INC | $121.17万 | 0.68% | 4,065 | -1,170 | -22.3% | -$34.87万 | 减仓 |
| MO | ALTRIA GROUP INC | $118.35万 | 0.66% | 16,449 | -267 | -1.6% | -$1.92万 | 减仓 |
| AVGO | BROADCOM INC | $117.86万 | 0.66% | 3,120 | -338 | -9.8% | -$12.77万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $116.74万 | 0.65% | 6,453 | -795 | -11.0% | -$14.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $115.43万 | 0.65% | 1,000 | 100 | 11.1% | $11.54万 | 加仓 |
| FNV | FRANCO NEV CORP | $114.02万 | 0.64% | 5,470 | 160 | 3.0% | $3.34万 | 加仓 |
| UL | UNILEVER PLC | $110.78万 | 0.62% | 18,427 | 4,212 | 29.6% | $25.32万 | 加仓 |
| SBUX | STARBUCKS CORP | $110.17万 | 0.62% | 10,781 | -1,459 | -11.9% | -$14.91万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $92.78万 | 0.52% | 2,232 | -222 | -9.0% | -$9.23万 | 减仓 |
| V | VISA INC | $91.81万 | 0.51% | 2,676 | -303 | -10.2% | -$10.40万 | 减仓 |
| MDT | MEDTRONIC PLC | $83.68万 | 0.47% | 10,697 | 2,985 | 38.7% | $23.35万 | 加仓 |
| OKE | ONEOK INC NEW | $80.20万 | 0.45% | 9,225 | 105 | 1.2% | $9,129 | 加仓 |
| PAYX | PAYCHEX INC | $79.49万 | 0.45% | 8,084 | 169 | 2.1% | $1.66万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $78.92万 | 0.44% | 3,704 | 3,704 | — | $78.92万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $74.83万 | 0.42% | 1,457 | -205 | -12.3% | -$10.53万 | 减仓 |
| LOW | LOWES COS INC | $73.82万 | 0.41% | 3,348 | -403 | -10.7% | -$8.89万 | 减仓 |
| ORCL | ORACLE CORP | $73.77万 | 0.41% | 5,034 | -676 | -11.8% | -$9.91万 | 减仓 |
| FAST | FASTENAL CO | $73.63万 | 0.41% | 15,331 | -1,896 | -11.0% | -$9.11万 | 减仓 |
| NOW | SERVICENOW INC | $71.71万 | 0.40% | 7,223 | -841 | -10.4% | -$8.35万 | 减仓 |
| DIS | DISNEY WALT CO | $70.51万 | 0.40% | 7,326 | -675 | -8.4% | -$6.50万 | 减仓 |
| RYN | RAYONIER INC | $69.97万 | 0.39% | 32,880 | 32,880 | — | $69.97万 | 新建仓 |
| META | META PLATFORMS INC | $67.59万 | 0.38% | 1,200 | -184 | -13.3% | -$10.36万 | 减仓 |
| EOG | EOG RES INC | $67.32万 | 0.38% | 5,189 | 620 | 13.6% | $8.04万 | 加仓 |
| SHOP | SHOPIFY INC | $67.27万 | 0.38% | 5,892 | -883 | -13.0% | -$10.08万 | 减仓 |
| KMX | CARMAX INC | $64.89万 | 0.36% | 12,268 | -1,115 | -8.3% | -$5.90万 | 减仓 |
| MRK | MERCK & CO INC | $64.73万 | 0.36% | 5,037 | 500 | 11.0% | $6.43万 | 加仓 |
| HUBB | HUBBELL INC | $64.09万 | 0.36% | 1,225 | 650 | 113.0% | $34.01万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $62.74万 | 0.35% | 17,068 | 2 | 0.0% | $74 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $62.45万 | 0.35% | 1,763 | 169 | 10.6% | $5.99万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $60.00万 | 0.34% | 1,178 | -135 | -10.3% | -$6.88万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $59.31万 | 0.33% | 1,242 | 28 | 2.3% | $1.34万 | 加仓 |
| MTB | M & T BK CORP | $59.03万 | 0.33% | 2,480 | 271 | 12.3% | $6.45万 | 加仓 |
| GOOGL | ALPHABET INC | $58.97万 | 0.33% | 1,650 | 84 | 5.4% | $3.00万 | 加仓 |
| KO | COCA COLA CO | $58.43万 | 0.33% | 7,190 | 746 | 11.6% | $6.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $57.80万 | 0.32% | 3,942 | 384 | 10.8% | $5.63万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $57.11万 | 0.32% | 1,730 | -28 | -1.6% | -$9,243 | 减仓 |
| NEE | NEXTERA ENERGY INC | $54.24万 | 0.30% | 6,180 | 6,180 | — | $54.24万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $53.75万 | 0.30% | 2,666 | -2,207 | -45.3% | -$44.50万 | 减仓 |
| IEX | IDEX CORP | $51.02万 | 0.29% | 2,248 | 28 | 1.3% | $6,355 | 加仓 |
| CB | CHUBB LIMITED | $50.40万 | 0.28% | 1,479 | -177 | -10.7% | -$6.03万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $48.84万 | 0.27% | 6,735 | -809 | -10.7% | -$5.87万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $48.34万 | 0.27% | 34,826 | -3,106 | -8.2% | -$4.31万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $48.28万 | 0.27% | 647 | -79 | -10.9% | -$5.90万 | 减仓 |
| CDW | CDW CORP | $47.56万 | 0.27% | 3,382 | -326 | -8.8% | -$4.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $47.45万 | 0.27% | 1,095 | -146 | -11.8% | -$6.33万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $46.72万 | 0.26% | 3,691 | 490 | 15.3% | $6.20万 | 加仓 |
| MSCI | MSCI INC | $46.26万 | 0.26% | 826 | -113 | -12.0% | -$6.33万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $45.09万 | 0.25% | 1,045 | 1,045 | — | $45.09万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $44.74万 | 0.25% | 2,884 | -644 | -18.3% | -$9.99万 | 减仓 |
| EMR | EMERSON ELEC CO | $44.43万 | 0.25% | 3,104 | -15 | -0.5% | -$2,147 | 减仓 |
| HAS | HASBRO INC | $43.75万 | 0.25% | 5,297 | 687 | 14.9% | $5.67万 | 加仓 |
| GE | GE AEROSPACE | $43.50万 | 0.24% | 1,164 | 1,164 | — | $43.50万 | 新建仓 |
| KLAC | KLA CORP | $42.24万 | 0.24% | 1,400 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $40.74万 | 0.23% | 9,084 | -823 | -8.3% | -$3.69万 | 减仓 |