Salomon & Ludwin, LLC
- SEC CIK
- 0001766156
- 最新申報
- 2026/8/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 172
- 較 2023 年第 1 季 +8
- 總值
- $9.40 億
- 較 2023 年第 1 季 +$1.01 億 (+12.0%)
| 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 | 1,192,802 | $8,407 萬 | 8.9% | +2,005+0.2% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 351,089 | $6,104 萬 | 6.5% | +8,116+2.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 127,694 | $5,201 萬 | 5.5% | +398+0.3% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 313,555 | $5,054 萬 | 5.4% | +2,783+0.9% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 374,221 | $3,893 萬 | 4.1% | +145,777+63.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 765,994 | $3,537 萬 | 3.8% | −4,178−0.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,037 | $2,982 萬 | 3.2% | −766−0.7% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 373,495 | $2,708 萬 | 2.9% | +20,461+5.8% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 243,112 | $2,579 萬 | 2.7% | −2,707−1.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 70,514 | $2,401 萬 | 2.6% | +311+0.4% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 314,922 | $2,362 萬 | 2.5% | +801+0.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 51,800 | $2,296 萬 | 2.4% | +322+0.6% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 116,880 | $1,985 萬 | 2.1% | +4,510+4.0% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 183,549 | $1,966 萬 | 2.1% | +266+0.1% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 102,668 | $1,923 萬 | 2.0% | +4,001+4.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 141,991 | $1,885 萬 | 2.0% | +6,338+4.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 92,208 | $1,789 萬 | 1.9% | +1,935+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 59,984 | $1,697 萬 | 1.8% | −79−0.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 277,586 | $1,603 萬 | 1.7% | +19,117+7.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 156,543 | $1,560 萬 | 1.7% | −753−0.5% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 407,527 | $1,374 萬 | 1.5% | +25,643+6.7% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 28,941 | $1,357 萬 | 1.4% | −33−0.1% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 110,405 | $1,269 萬 | 1.4% | +121+0.1% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 169,725 | $1,259 萬 | 1.3% | +6,191+3.8% | 加碼 | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 591,970 | $1,138 萬 | 1.2% | −14,292−2.4% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 101,780 | $1,086 萬 | 1.2% | +98,113+2,675.6% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 214,162 | $1,076 萬 | 1.1% | +210,162+5,254.1% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 87,247 | $1,069 萬 | 1.1% | −1,745−2.0% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 196,798 | $970.0 萬 | 1.0% | −2,091−1.1% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 88,190 | $946.5 萬 | 1.0% | +5,209+6.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 234,728 | $928.6 萬 | 1.0% | +11,107+5.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 18,778 | $837.0 萬 | 0.9% | −104−0.6% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 78,098 | $742.6 萬 | 0.8% | +877+1.1% | 加碼 | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 23,754 | $672.7 萬 | 0.7% | −246−1.0% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 190,363 | $647.4 萬 | 0.7% | −4,927−2.5% | 減碼 | – |
| WisdomTree Tr97717W406 | US AI ENHANCED | 64,525 | $603.6 萬 | 0.6% | −1,619−2.4% | 減碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 82,971 | $593.6 萬 | 0.6% | −1,164−1.4% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 76,306 | $589.0 萬 | 0.6% | −336−0.4% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 130,328 | $548.0 萬 | 0.6% | −2,684−2.0% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 108,612 | $492.0 萬 | 0.5% | −142−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 33,443 | $475.2 萬 | 0.5% | −697−2.0% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 21,938 | $450.9 萬 | 0.5% | −253−1.1% | 減碼 | – |
| DDominion Energy, Inc | Stock | 84,049 | $435.3 萬 | 0.5% | +810+1.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 9,734 | $430.4 萬 | 0.5% | 00.0% | 不變 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 143,959 | $414.5 萬 | 0.4% | −5,268−3.5% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,542 | $409.1 萬 | 0.4% | −19−0.2% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 49,673 | $403.2 萬 | 0.4% | +3,024+6.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 19,869 | $395.2 萬 | 0.4% | +111+0.6% | 加碼 | – |
| ORCLOracle Corp | Stock | 32,644 | $388.8 萬 | 0.4% | +1,894+6.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,087 | $354.2 萬 | 0.4% | −341−2.1% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 35,323 | $344.8 萬 | 0.4% | −165−0.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,430 | $341.1 萬 | 0.4% | +10+0.1% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 83,326 | $339.0 萬 | 0.4% | −283−0.3% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 14,155 | $319.5 萬 | 0.3% | −94−0.7% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 32,612 | $316.3 萬 | 0.3% | −1,241−3.7% | 減碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 22,243 | $223.8 萬 | 0.2% | +1,135+5.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 14,257 | $216.3 萬 | 0.2% | −17−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,540 | $202.6 萬 | 0.2% | +200+1.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,149 | $201.1 萬 | 0.2% | −19−0.2% | 減碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 17,700 | $199.8 萬 | 0.2% | −378−2.1% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 20,980 | $192.6 萬 | 0.2% | +8,071+62.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 31,355 | $191.3 萬 | 0.2% | −140.0% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 7,604 | $186.2 萬 | 0.2% | −4−0.1% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 7,921 | $179.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 58,086 | $176.3 萬 | 0.2% | +12,923+28.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,196 | $170.5 萬 | 0.2% | −19−0.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 38,515 | $166.4 萬 | 0.2% | −40.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,020 | $148.5 萬 | 0.2% | +12+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,250 | $142.1 萬 | 0.2% | −325−2.4% | 減碼 | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 12,676 | $140.0 萬 | 0.1% | +3,600+39.7% | 加碼 | – |
| KOCoca Cola Co | Stock | 21,969 | $132.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEUNewmarket Corp | COM | 3,180 | $127.9 萬 | 0.1% | −25−0.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,050 | $119.9 萬 | 0.1% | +247+5.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,323 | $111.6 萬 | 0.1% | +258+2.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,004 | $111.0 萬 | 0.1% | +10+0.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,370 | $110.3 萬 | 0.1% | −142−1.9% | 減碼 | – |
| PRAAPra Group Inc | COM | 46,699 | $106.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | COM | 1,587 | $102.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 15,619 | $101.7 萬 | 0.1% | +1,320+9.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,270 | $101.6 萬 | 0.1% | +285+9.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,360 | $99.2 萬 | 0.1% | −10−0.1% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,942 | $86.3 萬 | 0.1% | −28−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,883 | $85.6 萬 | 0.1% | −8−0.1% | 減碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 4,300 | $83.6 萬 | 0.1% | −10.0% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 7,070 | $82.5 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 7,495 | $81.7 萬 | 0.1% | +400+5.6% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,986 | $80.8 萬 | 0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 4,446 | $79.3 萬 | 0.1% | +1,037+30.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 24,095 | $78.4 萬 | 0.1% | −35−0.1% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,468 | $76.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,151 | $73.3 萬 | 0.1% | −4−0.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 10,057 | $72.1 萬 | 0.1% | −30.0% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 6,166 | $71.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,684 | $70.9 萬 | 0.1% | −40−1.5% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 4,400 | $69.2 萬 | 0.1% | −48−1.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,434 | $68.9 萬 | 0.1% | +270+23.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,124 | $67.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 9,532 | $65.6 萬 | 0.1% | −30.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 11,159 | $65.5 萬 | 0.1% | +11,159 | 新進 | – |
| MAMastercard Inc | Stock | 1,662 | $65.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。