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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $804.58万 | 4.68% | 16,790 | -19 | -0.1% | -$9,105 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $673.66万 | 3.92% | 71,681 | -1,360 | -1.9% | -$12.78万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $635.51万 | 3.70% | 76,688 | -9,318 | -10.8% | -$77.22万 | 减仓 |
| GOOG | ALPHABET INC | $607.68万 | 3.53% | 21,184 | 2,024 | 10.6% | $58.06万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $524.74万 | 3.05% | 52,374 | 37,708 | 257.1% | $377.80万 | 加仓 |
| AAPL | APPLE INC | $522.43万 | 3.04% | 20,585 | -164 | -0.8% | -$4.16万 | 减仓 |
| PGR | PROGRESSIVE CORP | $480.57万 | 2.79% | 24,242 | -153 | -0.6% | -$3.03万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $461.25万 | 2.68% | 17,396 | -130 | -0.7% | -$3.45万 | 减仓 |
| ADI | ANALOG DEVICES INC | $432.45万 | 2.51% | 13,593 | -5,955 | -30.5% | -$189.45万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $432.32万 | 2.51% | 58,485 | -980 | -1.6% | -$7.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $426.02万 | 2.48% | 24,428 | 223 | 0.9% | $3.89万 | 加仓 |
| THO | THOR INDS INC | $420.67万 | 2.45% | 52,656 | -925 | -1.7% | -$7.39万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $395.35万 | 2.30% | 939 | -1 | -0.1% | -$4,210 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $361.71万 | 2.10% | 11,958 | -125 | -1.0% | -$3.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $347.29万 | 2.02% | 9,382 | 85 | 0.9% | $3.15万 | 加仓 |
| BN | BROOKFIELD CORP | $302.45万 | 1.76% | 74,735 | 14,311 | 23.7% | $57.92万 | 加仓 |
| AMAT | APPLIED MATLS INC | $291.58万 | 1.70% | 8,531 | -157 | -1.8% | -$5.37万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $278.25万 | 1.62% | 54,774 | 190 | 0.3% | $9,652 | 加仓 |
| MKL | MARKEL GROUP INC | $275.63万 | 1.60% | 1,440 | 355 | 32.7% | $67.95万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $269.14万 | 1.57% | 13,773 | 40 | 0.3% | $7,816 | 加仓 |
| ANET | ARISTA NETWORKS INC | $243.89万 | 1.42% | 19,864 | -87 | -0.4% | -$1.07万 | 减仓 |
| NVR | NVR INC | $221.42万 | 1.29% | 336 | 1 | 0.3% | $6,590 | 加仓 |
| EL | LAUDER ESTEE COS INC | $220.13万 | 1.28% | 30,671 | -507 | -1.6% | -$3.64万 | 减仓 |
| AON | AON PLC | $216.81万 | 1.26% | 6,717 | -57 | -0.8% | -$1.84万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $197.73万 | 1.15% | 8,089 | 83 | 1.0% | $2.03万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $189.31万 | 1.10% | 11,487 | -31 | -0.3% | -$5,109 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $187.18万 | 1.09% | 20,277 | -49 | -0.2% | -$4,523 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $186.68万 | 1.09% | 5,464 | 5,464 | — | $186.68万 | 新建仓 |
| LLY | ELI LILLY & CO | $181.04万 | 1.05% | 1,968 | 66 | 3.5% | $6.07万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $178.60万 | 1.04% | 6,223 | 36 | 0.6% | $1.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $177.52万 | 1.03% | 8,580 | 71 | 0.8% | $1.47万 | 加仓 |
| MC | MOELIS & CO | $176.40万 | 1.03% | 30,948 | 3,058 | 11.0% | $17.43万 | 加仓 |
| GLW | CORNING INC | $167.22万 | 0.97% | 12,298 | -6,536 | -34.7% | -$88.87万 | 减仓 |
| BLK | BLACKROCK INC | $159.84万 | 0.93% | 1,662 | -4 | -0.2% | -$3,847 | 减仓 |
| AMZN | AMAZON COM INC | $143.16万 | 0.83% | 6,874 | -2,514 | -26.8% | -$52.36万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $136.11万 | 0.79% | 7,887 | 1,713 | 27.7% | $29.56万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $135.22万 | 0.79% | 4,655 | -154 | -3.2% | -$4.47万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $133.75万 | 0.78% | 3,414 | 78 | 2.3% | $3.06万 | 加仓 |
| FNV | FRANCO NEV CORP | $131.18万 | 0.76% | 5,310 | -355 | -6.3% | -$8.77万 | 减仓 |
| D | DOMINION ENERGY INC | $127.07万 | 0.74% | 20,555 | 3,526 | 20.7% | $21.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $121.14万 | 0.70% | 24,132 | 2,898 | 13.6% | $14.55万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $119.84万 | 0.70% | 7,248 | -239 | -3.2% | -$3.95万 | 减仓 |
| L | LOEWS CORP | $119.64万 | 0.70% | 11,208 | -775 | -6.5% | -$8.27万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $111.72万 | 0.65% | 7,100 | 171 | 2.5% | $2.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $110.31万 | 0.64% | 16,716 | 225 | 1.4% | $1.48万 | 加仓 |
| SBUX | STARBUCKS CORP | $109.66万 | 0.64% | 12,240 | -109 | -0.9% | -$9,765 | 减仓 |
| AVGO | BROADCOM INC | $107.03万 | 0.62% | 3,458 | 194 | 5.9% | $6.00万 | 加仓 |
| CMI | CUMMINS INC | $102.87万 | 0.60% | 1,912 | 801 | 72.1% | $43.10万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $101.86万 | 0.59% | 4,873 | 390 | 8.7% | $8.15万 | 加仓 |
| TXN | TEXAS INSTRS INC | $101.63万 | 0.59% | 5,235 | -140 | -2.6% | -$2.72万 | 减仓 |
| NU | NU HLDGS LTD | $99.87万 | 0.58% | 69,500 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $97.05万 | 0.56% | 12,509 | -3,444 | -21.6% | -$26.72万 | 减仓 |
| V | VISA INC | $90.04万 | 0.52% | 2,979 | 75 | 2.6% | $2.27万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $89.58万 | 0.52% | 1,313 | -30 | -2.2% | -$2.05万 | 减仓 |
| LOW | LOWES COS INC | $88.63万 | 0.52% | 3,751 | -131 | -3.4% | -$3.10万 | 减仓 |
| NOW | SERVICENOW INC | $84.31万 | 0.49% | 8,064 | 3,974 | 97.2% | $41.55万 | 加仓 |
| ORCL | ORACLE CORP | $84.00万 | 0.49% | 5,710 | 200 | 3.6% | $2.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $83.04万 | 0.48% | 1,662 | 53 | 3.3% | $2.65万 | 加仓 |
| OKE | ONEOK INC NEW | $82.44万 | 0.48% | 9,120 | -505 | -5.2% | -$4.56万 | 减仓 |
| UL | UNILEVER PLC | $80.98万 | 0.47% | 14,215 | -882 | -5.8% | -$5.02万 | 减仓 |
| SHOP | SHOPIFY INC | $80.37万 | 0.47% | 6,775 | 1,312 | 24.0% | $15.56万 | 加仓 |
| FAST | FASTENAL CO | $79.93万 | 0.46% | 17,227 | -536 | -3.0% | -$2.49万 | 减仓 |
| META | META PLATFORMS INC | $79.18万 | 0.46% | 1,384 | 354 | 34.4% | $20.25万 | 加仓 |
| DIS | DISNEY WALT CO | $77.11万 | 0.45% | 8,001 | 1,900 | 31.1% | $18.31万 | 加仓 |
| PAYX | PAYCHEX INC | $72.91万 | 0.42% | 7,915 | 142 | 1.8% | $1.31万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $71.61万 | 0.42% | 3,528 | -2,773 | -44.0% | -$56.29万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $71.46万 | 0.42% | 37,932 | 19,564 | 106.5% | $36.86万 | 加仓 |
| INTC | INTEL CORP | $69.84万 | 0.41% | 15,827 | 905 | 6.1% | $3.99万 | 加仓 |
| MDT | MEDTRONIC PLC | $66.82万 | 0.39% | 7,712 | -485 | -5.9% | -$4.20万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $66.41万 | 0.39% | 2,454 | -24 | -1.0% | -$6,495 | 减仓 |
| EOG | EOG RES INC | $66.05万 | 0.38% | 4,569 | 263 | 6.1% | $3.80万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $64.58万 | 0.38% | 17,066 | 3 | 0.0% | $114 | 加仓 |
| — | HONEYWELL INTL INC | $58.95万 | 0.34% | 2,608 | -152 | -5.5% | -$3.44万 | 减仓 |
| CSGP | COSTAR GROUP INC | $55.90万 | 0.33% | 13,857 | 10,390 | 299.7% | $41.91万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $55.75万 | 0.32% | 7,544 | 7,544 | — | $55.75万 | 新建仓 |
| KMX | CARMAX INC | $55.65万 | 0.32% | 13,383 | 6,873 | 105.6% | $28.58万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $54.71万 | 0.32% | 1,594 | 108 | 7.3% | $3.71万 | 加仓 |
| MRK | MERCK & CO INC | $54.58万 | 0.32% | 4,537 | 316 | 7.5% | $3.80万 | 加仓 |
| ZTS | ZOETIS INC | $54.45万 | 0.32% | 4,606 | 167 | 3.8% | $1.97万 | 加仓 |
| CB | CHUBB LTD SWITZ | $53.97万 | 0.31% | 1,656 | 11 | 0.7% | $3,585 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.38万 | 0.30% | 3,558 | 271 | 8.2% | $3.91万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $51.28万 | 0.30% | 1,758 | -583 | -24.9% | -$17.00万 | 减仓 |
| MSCI | MSCI INC | $50.61万 | 0.29% | 939 | 35 | 3.9% | $1.89万 | 加仓 |
| KO | COCA COLA CO | $49.01万 | 0.28% | 6,444 | 489 | 8.2% | $3.72万 | 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 |
| MTB | M & T BK CORP | $45.66万 | 0.27% | 2,209 | 158 | 7.7% | $3.27万 | 加仓 |
| GOOGL | ALPHABET INC | $45.03万 | 0.26% | 1,566 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $44.87万 | 0.26% | 3,708 | 1,390 | 60.0% | $16.82万 | 加仓 |
| T | AT&T INC | $44.42万 | 0.26% | 15,323 | 1,408 | 10.1% | $4.08万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $44.04万 | 0.26% | 9,907 | -28 | -0.3% | -$1,245 | 减仓 |
| HAS | HASBRO INC | $43.15万 | 0.25% | 4,610 | 369 | 8.7% | $3.45万 | 加仓 |
| IEX | IDEX CORP | $42.08万 | 0.24% | 2,220 | 625 | 39.2% | $11.85万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.92万 | 0.24% | 3,201 | 309 | 10.7% | $4.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.03万 | 0.24% | 1,214 | 51 | 4.4% | $1.72万 | 加仓 |
| EMR | EMERSON ELEC CO | $40.87万 | 0.24% | 3,119 | -170 | -5.2% | -$2.23万 | 减仓 |
| IDXX | IDEXX LABS INC | $40.34万 | 0.23% | 718 | 22 | 3.2% | $1.24万 | 加仓 |
| CCI | CROWN CASTLE INC | $38.91万 | 0.23% | 4,785 | -132 | -2.7% | -$1.07万 | 减仓 |
| ET | ENERGY TRANSFER L P | $36.02万 | 0.21% | 18,665 | 8 | 0.0% | $154 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $34.44万 | 0.20% | 747 | 23 | 3.2% | $1.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $33.97万 | 0.20% | 589 | 94 | 19.0% | $5.42万 | 加仓 |