Salomon & Ludwin, LLC
- SEC CIK
- 0001766156
- 最新申報
- 2026/8/7
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/1 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 97
- 較 2021 年第 2 季 +17
- 總值
- $6.43 億
- 較 2021 年第 2 季 +$581.4 萬 (+0.9%)
| 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 | 1,331,191 | $9,839 萬 | 15.3% | −42,835−3.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 320,211 | $4,781 萬 | 7.4% | −5,097−1.6% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 321,740 | $4,679 萬 | 7.3% | +2,534+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 606,818 | $3,064 萬 | 4.8% | +18,719+3.2% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 265,418 | $2,743 萬 | 4.3% | −3,941−1.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 419,615 | $2,690 萬 | 4.2% | +360,531+610.2% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 336,037 | $2,661 萬 | 4.1% | −1,015−0.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 100,143 | $2,635 萬 | 4.1% | +2,680+2.7% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 190,228 | $1,960 萬 | 3.0% | +561+0.3% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 106,579 | $1,913 萬 | 3.0% | +2,038+1.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 234,433 | $1,829 萬 | 2.8% | +16,254+7.4% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 81,462 | $1,782 萬 | 2.8% | +2,151+2.7% | 加碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 116,506 | $1,515 萬 | 2.4% | +128+0.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 51,112 | $1,483 萬 | 2.3% | −1,363−2.6% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 110,249 | $1,404 萬 | 2.2% | +1,362+1.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 122,423 | $1,337 萬 | 2.1% | +4,641+3.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 657,561 | $1,302 萬 | 2.0% | −13,615−2.0% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 94,625 | $1,112 萬 | 1.7% | −550−0.6% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 294,103 | $1,104 萬 | 1.7% | +11,793+4.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,880 | $1,068 萬 | 1.7% | +1,460+6.2% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 167,510 | $1,035 萬 | 1.6% | +4,413+2.7% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 195,218 | $983.5 萬 | 1.5% | +7,332+3.9% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 142,035 | $977.8 萬 | 1.5% | +6,622+4.9% | 加碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 77,657 | $781.8 萬 | 1.2% | +839+1.1% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 213,962 | $700.9 萬 | 1.1% | −4,412−2.0% | 減碼 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 73,878 | $694.3 萬 | 1.1% | −2,000−2.6% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 80,589 | $660.5 萬 | 1.0% | −131−0.2% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 62,742 | $613.9 萬 | 1.0% | +2,936+4.9% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 19,170 | $594.2 萬 | 0.9% | +135+0.7% | 加碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 139,229 | $577.1 萬 | 0.9% | −734−0.5% | 減碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 65,606 | $514.7 萬 | 0.8% | +502+0.8% | 加碼 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 157,146 | $484.5 萬 | 0.8% | −5,107−3.1% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,263 | $436.7 萬 | 0.7% | +1,267+4.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,627 | $366.8 萬 | 0.6% | +35+0.5% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 18,107 | $340.2 萬 | 0.5% | +769+4.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 21,416 | $303.0 萬 | 0.5% | +5,398+33.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 39,826 | $207.5 萬 | 0.3% | +1,410+3.7% | 加碼 | – |
| DDominion Energy, Inc | Stock | 27,690 | $202.2 萬 | 0.3% | −12,418−31.0% | 減碼 | 歷史 |
| PRAAPra Group Inc | COM | 46,302 | $195.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 20,631 | $152.5 萬 | 0.2% | +227+1.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,769 | $146.4 萬 | 0.2% | +483+5.2% | 加碼 | – |
| NEUNewmarket Corp | COM | 3,852 | $130.5 萬 | 0.2% | −311−7.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,156 | $117.2 萬 | 0.2% | +1,394+50.5% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 18,032 | $105.8 萬 | 0.2% | +517+3.0% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,150 | $103.5 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 303 | $99.5 萬 | 0.2% | +146+93.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,436 | $86.0 萬 | 0.1% | +2,154+19.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,084 | $74.6 萬 | 0.1% | +883+73.5% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,772 | $68.5 萬 | 0.1% | +5+0.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,787 | $64.4 萬 | 0.1% | +2,787 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 217 | $58.0 萬 | 0.1% | +87+66.9% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,408 | $57.2 萬 | 0.1% | −2,232−19.2% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 3,332 | $54.7 萬 | 0.1% | +100+3.1% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,581 | $54.2 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,258 | $52.6 萬 | 0.1% | +261+8.7% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,087 | $52.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 13,183 | $51.4 萬 | 0.1% | +2,399+22.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,867 | $51.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,128 | $48.0 萬 | 0.1% | +3,128 | 新進 | – |
| iShares S&P 100 ETF464287101 | ETF | 2,258 | $44.6 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 161 | $42.9 萬 | 0.1% | +41+34.2% | 加碼 | 歷史 |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 4,343 | $41.1 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 6,973 | $38.0 萬 | 0.1% | +2,597+59.3% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 1,600 | $35.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 2,057 | $34.8 萬 | 0.1% | +419+25.6% | 加碼 | 歷史 |
| Townebank Portsmouth Va89214P109 | COM | 10,945 | $34.0 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 997 | $32.7 萬 | 0.1% | +997 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 3,621 | $32.6 萬 | 0.1% | −859−19.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 4,243 | $32.2 萬 | 0.1% | −1,010−19.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,948 | $31.9 萬 | <0.1% | +1,948 | 新進 | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 6,170 | $31.6 萬 | <0.1% | +6,170 | 新進 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 4,106 | $31.1 萬 | <0.1% | +793+23.9% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 4,878 | $30.2 萬 | <0.1% | +4,878 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,351 | $30.1 萬 | <0.1% | +1,351 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,561 | $30.1 萬 | <0.1% | −433−21.7% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 6,098 | $29.6 萬 | <0.1% | −1,696−21.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,209 | $29.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,540 | $29.1 萬 | <0.1% | +2,540 | 新進 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,838 | $28.9 萬 | <0.1% | +154+5.7% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 1,881 | $28.3 萬 | <0.1% | +42+2.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,986 | $27.8 萬 | <0.1% | +1,986 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 3,067 | $27.4 萬 | <0.1% | −731−19.2% | 減碼 | – |
| VanEck ETF Trust92189F528 | VANECK SHRT MUNI | 14,949 | $26.9 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,027 | $26.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 638 | $25.6 萬 | <0.1% | +638 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,068 | $25.3 萬 | <0.1% | +200+23.0% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 2,662 | $24.7 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 77,264 | $23.9 萬 | <0.1% | +77,264 | 新進 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 3,573 | $23.7 萬 | <0.1% | +3,573 | 新進 | – |
| INTCIntel Corp | Stock | 4,361 | $23.2 萬 | <0.1% | +4,361 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,002 | $23.2 萬 | <0.1% | +579+13.1% | 加碼 | 歷史 |
| AUBAtlantic Union Bankshares Corp | COM | 6,303 | $23.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 795 | $21.7 萬 | <0.1% | +795 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,246 | $21.3 萬 | <0.1% | +2,246 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 2,624 | $20.6 萬 | <0.1% | +2,624 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,394 | $20.6 萬 | <0.1% | +2,394 | 新進 | 歷史 |
| SIENProject Sage Oldco, Inc. | COM | 19,184 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |