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Salomon & Ludwin, LLC

SEC CIK
0001766156
最新申報
2026/8/7

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/7/25 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
735
較 2024 年第 1 季 −117
總值
$8.96 億
較 2024 年第 1 季 −$2.67 億 (−22.9%)
申報日
2024/7/25
SEC
Salomon & Ludwin, LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares S&P 500 Growth ETF464287309ETF838,230$7,758 萬8.7%−300,393−26.4%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF238,202$5,385 萬6.0%−97,577−29.1%減碼–
iShares Tr464288158SHRT NAT MUN ETF511,790$5,350 萬6.0%+7,843+1.6%加碼–
Vanguard S&P 500 ETF922908363ETF98,991$4,950 萬5.5%−25,930−20.8%減碼–
iShares S&P 500 Value ETF464287408ETF234,181$4,263 萬4.8%−77,149−24.8%減碼–
Vanguard Ftse Developed Markets ETF921943858ETF572,692$2,830 萬3.2%−178,775−23.8%減碼–
SPYSPDR S&P 500 ETF TrustETF50,597$2,754 萬3.1%−6,765−11.8%減碼歷史
MSFTMicrosoft CorpStock59,600$2,664 萬3.0%−11,528−16.2%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF444,021$2,598 萬2.9%−111,368−20.1%減碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD447,369$2,242 萬2.5%+37,229+9.1%加碼–
iShares MSCI Eafe ETF464287465ETF286,234$2,240 萬2.5%−118,045−29.2%減碼–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF233,419$2,057 萬2.3%−74,790−24.3%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF169,809$2,014 萬2.2%−54,236−24.2%減碼–
iShares Tr464288414NATIONAL MUN ETF187,310$1,996 萬2.2%+21,037+12.7%加碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS306,179$1,781 萬2.0%−128,895−29.6%減碼–
Vanguard Morningstar Growth ETF922908736ETF44,721$1,673 萬1.9%−13,214−22.8%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF85,175$1,552 萬1.7%−35,230−29.3%減碼–
iShares Russell 2000 ETF464287655ETF74,616$1,513 萬1.7%−27,548−27.0%減碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF131,334$1,490 萬1.7%−47,905−26.7%減碼–
State Street Health Care Select Sector SPDR ETF81369Y209ETF99,866$1,455 萬1.6%−39,585−28.4%減碼–
AAPLApple Inc.Stock63,509$1,338 萬1.5%−25,790−28.9%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF117,915$1,258 萬1.4%−31,824−21.3%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF282,652$1,161 萬1.3%−137,045−32.7%減碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF79,914$1,026 萬1.1%−27,659−25.7%減碼–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL189,393$961.1 萬1.1%+44,710+30.9%加碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF118,832$909.4 萬1.0%−42,364−26.3%減碼–
iShares Core S&P 500 ETF464287200ETF16,010$876.1 萬1.0%−2,930−15.5%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS140,794$825.2 萬0.9%−21,407−13.2%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF87,787$811.1 萬0.9%−38,874−30.7%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF143,003$765.4 萬0.9%−43,102−23.2%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF62,461$760.7 萬0.8%−31,206−33.3%減碼–
SPDR Series Trust78464A672ST INTER ETF268,067$756.5 萬0.8%−19,654−6.8%減碼–
iShares Tr464287234MSCI EMG MKT ETF172,724$734.9 萬0.8%−74,613−30.2%減碼–
iShares Tr4642874571 3 YR TREAS BD83,315$685.7 萬0.8%−19,118−18.7%減碼–
SPDR Series Trust78464A763ST STR SP DIV47,656$602.7 萬0.7%−35,520−42.7%減碼–
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV283,663$553.9 萬0.6%−245,952−46.4%減碼–
iShares S&P Small-Cap 600 Value ETF464287879ETF56,305$547.7 萬0.6%−21,646−27.8%減碼–
iShares Tr464287333GLOBAL FINLS ETF63,960$544.1 萬0.6%−15,388−19.4%減碼–
Vanguard Consumer Discretionary ETF92204A108ETF17,185$536.8 萬0.6%−5,514−24.3%減碼–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF61,138$478.8 萬0.5%−13,801−18.4%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF21,225$462.8 萬0.5%−3,169−13.0%減碼–
MOAltria Group, Inc.Stock101,041$460.2 萬0.5%−9,222−8.4%減碼歷史
Vanguard Information Technology ETF92204A702ETF7,848$452.5 萬0.5%−1,481−15.9%減碼–
ORCLOracle CorpStock31,796$449.0 萬0.5%−1,431−4.3%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF16,720$404.8 萬0.5%−1,931−10.4%減碼–
First Tr Exchange-Traded FD336917109SHS95,789$360.7 萬0.4%−77,902−44.9%減碼–
DDominion Energy, IncStock72,971$357.6 萬0.4%−5,825−7.4%減碼歷史
Vanguard Industrials ETF92204A603ETF15,189$357.3 萬0.4%−5,029−24.9%減碼–
MDYSPDR S&P Midcap 400 ETF TrustETF6,647$355.7 萬0.4%−1,389−17.3%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF43,310$347.0 萬0.4%+3,957+10.1%加碼–
Vanguard Total World Stock ETF922042742ETF30,231$340.5 萬0.4%−2,176−6.7%減碼–
Vanguard Morningstar Value ETF922908744ETF21,004$336.6 萬0.4%−10,290−32.9%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF76,348$334.1 萬0.4%−19,323−20.2%減碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF35,174$320.3 萬0.4%−16,350−31.7%減碼–
WisdomTree Tr97717W406US AI ENHANCED30,595$303.4 萬0.3%−25,171−45.1%減碼–
PMPhilip Morris International Inc.Stock29,167$295.6 萬0.3%−4,019−12.1%減碼歷史
LOWLowes Companies IncStock13,352$294.4 萬0.3%−706−5.0%減碼歷史
WisdomTree Tr97717W505US MIDCAP DIVID62,486$290.0 萬0.3%−58,721−48.4%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF55,681$271.4 萬0.3%+4,639+9.1%加碼–
MCDMcDonalds CorpStock10,315$262.9 萬0.3%−635−5.8%減碼歷史
WisdomTree Tr97717W604US SMALLCAP DIVD68,639$212.2 萬0.2%−64,138−48.3%減碼–
AMZNAmazon Com IncStock10,302$199.1 萬0.2%−6,261−37.8%減碼歷史
Vanguard Health Care ETF92204A504ETF7,454$198.3 萬0.2%−1,926−20.5%減碼–
iShares Russell 1000 Growth ETF464287614ETF5,291$192.9 萬0.2%−938−15.1%減碼–
NEUNewmarket CorpCOM3,403$175.4 萬0.2%00.0%不變歷史
Vanguard Energy ETF92204A306ETF13,520$172.5 萬0.2%−1,776−11.6%減碼–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20,125$172.4 萬0.2%−3,415−14.5%減碼–
LRCXLam Research CorpCOM1,587$169.0 萬0.2%00.0%不變歷史
iShares Tr46436E7180-3 MTH TREASURY15,977$160.9 萬0.2%−8,341−34.3%減碼–
NSCNorfolk Southern CorpStock7,404$159.0 萬0.2%−27−0.4%減碼歷史
PGProcter & Gamble CoStock9,524$157.1 萬0.2%−5,260−35.6%減碼歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF36,908$129.5 萬0.1%+5,979+19.3%加碼–
JNJJohnson & JohnsonStock8,294$121.2 萬0.1%−3,522−29.8%減碼歷史
Invesco QQQ Trust Series I46090E103ETF2,509$120.2 萬0.1%−651−20.6%減碼–
KOCoca Cola CoStock18,504$117.8 萬0.1%−8,789−32.2%減碼歷史
Vanguard Consumer Staples ETF92204A207ETF5,713$116.0 萬0.1%−1,372−19.4%減碼–
SPDR Series Trust78464A821ST STR SP400GRW12,529$105.3 萬0.1%+655+5.5%加碼–
LLYEli Lilly & CoStock1,148$103.9 萬0.1%−23,342−95.3%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF3,861$103.3 萬0.1%−15−0.4%減碼–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF8,770$96.9 萬0.1%−4,480−33.8%減碼–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF13,088$95.5 萬0.1%+1,103+9.2%加碼–
PRAAPra Group IncCOM46,699$91.8 萬0.1%00.0%不變歷史
iShares Tr464288760US AER DEF ETF6,870$90.7 萬0.1%−200−2.8%減碼–
GOOGLAlphabet Inc.Stock4,848$88.3 萬0.1%−4,640−48.9%減碼歷史
TFCTruist Financial CorpCOM22,652$88.0 萬0.1%−8,211−26.6%減碼歷史
PEPPepsiCo IncStock5,219$86.1 萬0.1%−1,640−23.9%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,178$85.1 萬0.1%−423−7.6%減碼–
ABBVAbbVie Inc.Stock4,882$83.7 萬0.1%−2,545−34.3%減碼歷史
XOMExxonMobil Holdings CorpCOM7,198$82.9 萬0.1%−7,618−51.4%減碼歷史
TMOThermo Fisher Scientific Inc.Stock1,446$80.0 萬0.1%−104−6.7%減碼歷史
Vanguard Morningstar Large-Cap ETF922908637ETF3,041$75.9 萬0.1%−158−4.9%減碼–
JPMJPMorgan Chase & CoStock3,656$73.9 萬0.1%−2,519−40.8%減碼歷史
METAMeta Platforms, Inc.Stock1,424$71.8 萬0.1%−43−2.9%減碼歷史
GLDSPDR Gold TrustETF3,305$71.1 萬0.1%−520−13.6%減碼歷史
MAMastercard IncStock1,606$70.9 萬0.1%−198−11.0%減碼歷史
Vanguard Financials ETF92204A405ETF6,633$66.3 萬0.1%−2,537−27.7%減碼–
COSTCostco Wholesale CorpStock744$63.2 萬0.1%−245−24.8%減碼歷史
CVXChevron CorpStock4,031$63.1 萬0.1%−956−19.2%減碼歷史
iShares S&P 100 ETF464287101ETF2,258$59.7 萬0.1%00.0%不變–
UNHUnitedHealth Group IncStock1,168$59.5 萬0.1%−430−26.9%減碼歷史

2024 年第 1 季之後清倉(121 檔)

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 121 檔。

Salomon & Ludwin, LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
FERGFerguson Enterprises Inc.SHS1,323$28.9 萬<0.1%歷史
FDXFedEx CorpStock855$24.8 萬<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP5,491$23.4 萬<0.1%–
SYYSysco CorpStock2,777$22.5 萬<0.1%歷史
Townebank Portsmouth Va89214P109COM7,905$22.2 萬<0.1%–
SPDR Series Trust78468R523ST STR BL 12 ETF1,813$18.0 萬<0.1%–
Touchstone Bankshares IN89157H106COM13,472$17.0 萬<0.1%–
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV3,253$13.8 萬<0.1%–
Cyberark Software LtdM2682V108SHS510$13.5 萬<0.1%–
Fidelity Covington Trust31609A305ENHANCED LARGE4,432$13.1 萬<0.1%–
HRBH&R Block IncCOM2,537$12.5 萬<0.1%歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT2,975$11.9 萬<0.1%–
Citizens Banc17316V104COM4,206$10.8 萬<0.1%–
NVRNVR IncCOM13$10.5 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD868$10.1 萬<0.1%–
WHRWhirlpool CorpStock797$9.53 萬<0.1%歷史
WMBWilliams Companies, Inc.COM2,390$9.31 萬<0.1%歷史
State Street SPDR S&P Software & Services ETF78464A599ETF579$9.03 萬<0.1%–
SPDR Index Shs FDS78463X152ST STR SP N AM1,510$8.24 萬<0.1%–
CFGCitizens Financial Group IncCOM2,140$7.77 萬<0.1%歷史
HIGHartford Insurance Group, Inc.Stock735$7.57 萬<0.1%歷史
HALHalliburton CoStock1,810$7.14 萬<0.1%歷史
NTNXNutanix, Inc.Stock1,154$7.12 萬<0.1%歷史
CINFCincinnati Financial CorpCOM560$6.95 萬<0.1%歷史
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX638$6.57 萬<0.1%–
ORLYO Reilly Automotive IncStock56$6.32 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW390$6.29 萬<0.1%歷史
iShares Tr464287762US HLTHCARE ETF1,000$6.19 萬<0.1%–
SPDR Series Trust78464A581ST STR SP HCEQ635$5.58 萬<0.1%–
BGBunge Global SACOM SHS538$5.51 萬<0.1%歷史
DVNDevon Energy CorpStock1,047$5.25 萬<0.1%歷史
First Tr Exchange-Traded FD33738D309SENIOR LN FD1,080$4.99 萬<0.1%–
State Street SPDR S&P Biotech ETF78464A870ETF493$4.68 萬<0.1%–
Fidelity Covington Trust31609A503ENH MID COR ETF1,520$4.64 萬<0.1%–
SRESempraStock610$4.38 萬<0.1%歷史
IPGInterpublic Group of Companies, Inc.COM1,296$4.23 萬<0.1%歷史
Fidelity Comwlth Tr315912808NASDAQ COMPSIT586$3.77 萬<0.1%–
WSOWatsco IncCOM87$3.76 萬<0.1%歷史
KVUEKenvue Inc.Stock1,549$3.32 萬<0.1%歷史
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN1,600$3.25 萬<0.1%歷史
FNFFidelity National Financial, Inc.COM SHS609$3.23 萬<0.1%歷史
ADMArcher-Daniels-Midland CoStock508$3.19 萬<0.1%歷史
NCNOnCino, Inc.COM834$3.12 萬<0.1%歷史
CLXClorox CoStock203$3.11 萬<0.1%歷史
FRFHFFairfax Financial Holdings LtdCommon Stock27$2.91 萬<0.1%歷史
SPRYARS Pharmaceuticals, Inc.COM2,785$2.85 萬<0.1%歷史
First Tr MLP & Energy Incom33739B104COM2,900$2.80 萬<0.1%–
CMECME Group Inc.COM130$2.80 萬<0.1%歷史
UNMUnum GroupStock515$2.76 萬<0.1%歷史
PWRQuanta Services, Inc.COM100$2.60 萬<0.1%歷史
iShares Tr464287580US CONSUM DISCRE264$2.16 萬<0.1%–
NINisource Inc.COM715$1.98 萬<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM92$1.96 萬<0.1%歷史
TNLTravel & Leisure Co.COM400$1.96 萬<0.1%歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT600$1.87 萬<0.1%歷史
WPMWheaton Precious Metals Corp.COM392$1.85 萬<0.1%歷史
BENFranklin Templeton IncCOM630$1.77 萬<0.1%歷史
VanEck ETF Trust92189F429PREFERRED SECURT1,000$1.77 萬<0.1%–
ULUnilever PLCSPON ADR NEW348$1.75 萬<0.1%歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF367$1.55 萬<0.1%–
HSICHenry Schein IncCOM194$1.47 萬<0.1%歷史
EXPEExpedia Group, Inc.Stock96$1.32 萬<0.1%歷史
RFRegions Financial CorpCOM618$1.30 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 600300$1.28 萬<0.1%–
LAMRLamar Advertising CoREIT107$1.28 萬<0.1%歷史
TJXTJX Companies IncStock125$1.27 萬<0.1%歷史
BROBrown & Brown, Inc.Stock140$1.23 萬<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF200$1.22 萬<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT280$1.09 萬<0.1%–
iShares Tr464287770U.S. FIN SVC ETF147$9,746<0.1%–
JBLUJetBlue Airways CorpCOM1,067$7,917<0.1%歷史
FDSFactset Research Systems IncStock17$7,725<0.1%歷史
PCGPG&E CorpStock460$7,710<0.1%歷史
RCSPIMCO Strategic Income Fund, Inc.CEF1,222$7,442<0.1%歷史
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL51$7,131<0.1%–
GLPIGaming & Leisure Properties, Inc.COM154$7,095<0.1%歷史
Zurich Insurance Group AG Sponsored ADR989825104COM130$7,050<0.1%–
JKHYJack Henry & Associates IncStock38$6,602<0.1%歷史
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL78$6,134<0.1%–
EPCEdgewell Personal Care CoCOM155$5,989<0.1%歷史
Vanguard World FD921910840MEGA CAP VAL ETF45$5,378<0.1%–
Munchener Ruckversicherungs-Gesellschaft AG ADR626188106ADR109$5,327<0.1%–
CBSHCommerce Bancshares IncStock100$5,320<0.1%歷史
CDXSCodexis, Inc.COM1,500$5,235<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM102$5,173<0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock24$5,114<0.1%歷史
MKCMcCormick & Co IncStock66$5,069<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE69$4,707<0.1%歷史
iShares U.S. Healthcare Providers ETF464288828ETF80$4,377<0.1%–
STXSeagate Technology Holdings plcORD SHS45$4,187<0.1%歷史
BCEBce IncCOM NEW113$3,840<0.1%歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT165$3,833<0.1%歷史
HIWHighwoods Properties, Inc.COM144$3,770<0.1%歷史
EQNREquinor ASASPONSORED ADR133$3,595<0.1%歷史
MTWManitowoc Co IncCOM NEW250$3,535<0.1%歷史
PXDPioneer Natural Resources CoCOM13$3,413<0.1%歷史
Amplify ETF Tr032108664AMPLIFY CYBERSEC51$3,270<0.1%–
TUTelus CorpCOM200$3,202<0.1%歷史
Siemens A G Sponsored ADR826197501COM33$3,149<0.1%–
SPGSimon Property Group Inc.REIT19$2,973<0.1%歷史