Salomon & Ludwin, LLC
- SEC CIK
- 0001766156
- 最新申報
- 2026/8/7
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/6 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 80
- 較 2021 年第 1 季 +7
- 總值
- $6.37 億
- 較 2021 年第 1 季 +$4,805 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 1,374,026 | $9,993 萬 | 15.7% | +11,278+0.8% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 325,308 | $4,804 萬 | 7.5% | −5,310−1.6% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 319,206 | $4,713 萬 | 7.4% | +4,739+1.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 588,099 | $3,030 萬 | 4.8% | +8,723+1.5% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 269,359 | $2,822 萬 | 4.4% | −7,101−2.6% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 337,052 | $2,728 萬 | 4.3% | +1,657+0.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 97,463 | $2,619 萬 | 4.1% | +1,080+1.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 59,084 | $2,325 萬 | 3.6% | +6,122+11.6% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 189,667 | $1,998 萬 | 3.1% | +1,827+1.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 104,541 | $1,867 萬 | 2.9% | +2,372+2.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 79,311 | $1,819 萬 | 2.9% | +3,158+4.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 218,179 | $1,721 萬 | 2.7% | +4,419+2.1% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 116,378 | $1,544 萬 | 2.4% | +873+0.8% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 52,475 | $1,505 萬 | 2.4% | −1,548−2.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 671,176 | $1,387 萬 | 2.2% | −7,318−1.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 108,887 | $1,371 萬 | 2.2% | +3,308+3.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 117,782 | $1,331 萬 | 2.1% | +3,343+2.9% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 95,175 | $1,164 萬 | 1.8% | −2,455−2.5% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 163,097 | $1,093 萬 | 1.7% | +7,846+5.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 187,886 | $1,036 萬 | 1.6% | +3,954+2.1% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 282,310 | $1,036 萬 | 1.6% | +10,703+3.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,420 | $1,003 萬 | 1.6% | +1,502+6.9% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 135,413 | $947.5 萬 | 1.5% | +2,126+1.6% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 76,818 | $809.9 萬 | 1.3% | +1,309+1.7% | 加碼 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 75,878 | $737.9 萬 | 1.2% | −4,096−5.1% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 218,374 | $724.6 萬 | 1.1% | −13,379−5.8% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 80,720 | $691.9 萬 | 1.1% | −145−0.2% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 59,806 | $612.4 萬 | 1.0% | +2,558+4.5% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 19,035 | $597.7 萬 | 0.9% | −19−0.1% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 139,963 | $587.1 萬 | 0.9% | −1,408−1.0% | 減碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 162,253 | $517.4 萬 | 0.8% | −2,866−1.7% | 減碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 65,104 | $505.3 萬 | 0.8% | −58−0.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,996 | $426.1 萬 | 0.7% | +381+1.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,592 | $372.8 萬 | 0.6% | +389+5.4% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 17,338 | $340.6 萬 | 0.5% | −14−0.1% | 減碼 | – |
| DDominion Energy, Inc | Stock | 40,108 | $295.1 萬 | 0.5% | −56−0.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,018 | $219.4 萬 | 0.3% | +3,705+30.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 38,416 | $206.9 萬 | 0.3% | +1,562+4.2% | 加碼 | – |
| PRAAPra Group Inc | COM | 46,302 | $178.1 萬 | 0.3% | +3,727+8.8% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 20,404 | $154.8 萬 | 0.2% | −15−0.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,286 | $140.0 萬 | 0.2% | +3,962+74.4% | 加碼 | – |
| NEUNewmarket Corp | COM | 4,163 | $134.0 萬 | 0.2% | +4,163 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,150 | $103.4 萬 | 0.2% | −539−9.5% | 減碼 | – |
| TFCTruist Financial Corp | COM | 17,515 | $97.2 萬 | 0.2% | −101−0.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,762 | $74.8 萬 | 0.1% | +317+13.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 11,282 | $71.0 萬 | 0.1% | +673+6.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 11,640 | $70.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,767 | $68.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,581 | $54.4 萬 | 0.1% | +6,581 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 157 | $54.0 萬 | 0.1% | +12+8.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,087 | $53.6 萬 | 0.1% | +893+14.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,232 | $53.5 萬 | 0.1% | −266−7.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,867 | $50.7 萬 | 0.1% | +363+24.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 2,997 | $49.4 萬 | 0.1% | +603+25.2% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,258 | $44.3 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,201 | $42.6 萬 | 0.1% | +342+39.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 10,784 | $42.6 萬 | 0.1% | +619+6.1% | 加碼 | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 4,343 | $42.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 5,253 | $40.5 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 4,480 | $40.4 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,794 | $37.9 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,994 | $36.7 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,798 | $34.0 萬 | 0.1% | 00.0% | 不變 | – |
| Townebank Portsmouth Va89214P109 | COM | 10,945 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 130 | $31.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 120 | $30.1 萬 | <0.1% | −6−4.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,027 | $29.0 萬 | <0.1% | +27+1.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,638 | $28.8 萬 | <0.1% | +1,638 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,209 | $27.9 萬 | <0.1% | −40−3.2% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 2,684 | $27.8 萬 | <0.1% | −17−0.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,839 | $27.2 萬 | <0.1% | +206+12.6% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 1,600 | $27.0 萬 | <0.1% | +100+6.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 14,949 | $27.0 萬 | <0.1% | +14,949 | 新進 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 3,313 | $25.7 萬 | <0.1% | +293+9.7% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 2,662 | $24.1 萬 | <0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,376 | $23.2 萬 | <0.1% | +296+7.3% | 加碼 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 6,303 | $22.8 萬 | <0.1% | +6,303 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 868 | $20.6 萬 | <0.1% | +868 | 新進 | – |
| WFCWells Fargo & Company | Stock | 4,423 | $20.0 萬 | <0.1% | +4,423 | 新進 | 歷史 |
| SIENProject Sage Oldco, Inc. | COM | 19,184 | $15.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $8.60 萬 | $12.9 萬 |