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Salomon & Ludwin, LLC

SEC CIK
0001766156
最新申報
2026/8/7

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/7 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
2,116
較 2026 年第 1 季 +19
總值
$12.2 億
較 2026 年第 1 季 +$9,546 萬 (+8.5%)
申報日
2026/8/7
SEC
Salomon & Ludwin, LLC 在 2026 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 ETF464287309ETF578,289$7,914 萬6.5%−20,201−3.4%減碼–
iShares Tr464288158SHRT NAT MUN ETF726,711$7,732 萬6.4%+15,623+2.2%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF404,790$7,528 萬6.2%−28,507−6.6%減碼–
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL1,202,000$6,123 萬5.0%+12,119+1.0%加碼–
Vanguard S&P 500 ETF922908363ETF75,056$5,145 萬4.2%−2,722−3.5%減碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF539,532$4,931 萬4.1%+10,144+1.9%加碼–
iShares S&P 500 Value ETF464287408ETF179,309$4,084 萬3.4%−6,732−3.6%減碼–
SPYSPDR S&P 500 ETF TrustETF40,540$3,023 萬2.5%−1,986−4.7%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF423,984$2,983 萬2.5%−1,670−0.4%減碼–
Vanguard Mun BD FDS922907746TAX EXEMPT BD578,375$2,925 萬2.4%+14,271+2.5%加碼–
iShares Tr464288414NATIONAL MUN ETF253,804$2,730 萬2.2%+12,487+5.2%加碼–
iShares Core S&P Mid-Cap ETF464287507ETF344,299$2,631 萬2.2%−8,326−2.4%減碼–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS443,813$2,575 萬2.1%+12,510+2.9%加碼–
MSFTMicrosoft CorpStock60,342$2,319 萬1.9%−1,223−2.0%減碼歷史
iShares MSCI Eafe ETF464287465ETF206,707$2,129 萬1.8%−5,019−2.4%減碼–
iShares Russell 2000 ETF464287655ETF70,681$2,124 萬1.7%−685−1.0%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF128,393$2,031 萬1.7%−3,138−2.4%減碼–
AAPLApple Inc.Stock68,528$2,017 萬1.7%−877−1.3%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF165,410$1,920 萬1.6%−9,186−5.3%減碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF155,065$1,836 萬1.5%−2,052−1.3%減碼–
Vanguard Morningstar Growth ETF922908736ETF201,162$1,732 萬1.4%−4,266−2.1%減碼依 6 比 1 拆股換算–
State Street Health Care Select Sector SPDR ETF81369Y209ETF99,600$1,593 萬1.3%−950−0.9%減碼–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS269,897$1,584 萬1.3%+9,427+3.6%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF279,970$1,541 萬1.3%−2,145−0.8%減碼–
SPDR Series Trust78464A672ST INTER ETF536,824$1,517 萬1.2%+20,994+4.1%加碼–
iShares Tr4642874571 3 YR TREAS BD178,384$1,460 萬1.2%+7,471+4.4%加碼–
iShares S&P Mid-Cap 400 Value ETF464287705ETF94,459$1,386 萬1.1%−2,030−2.1%減碼–
iShares Core S&P Small Cap ETF464287804ETF91,530$1,350 萬1.1%−1,981−2.1%減碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF58,790$1,083 萬0.9%−445−0.8%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF212,790$1,075 萬0.9%+13,196+6.6%加碼–
iShares S&P Small-Cap 600 Growth ETF464287887ETF59,814$1,024 萬0.8%−2,422−3.9%減碼–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF113,058$944.2 萬0.8%−1,313−1.1%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF110,644$891.9 萬0.7%−1,227−1.1%減碼–
iShares Tr464287234MSCI EMG MKT ETF134,008$890.9 萬0.7%−2,710−2.0%減碼–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF74,840$886.4 萬0.7%−3,958−5.0%減碼–
iShares Core S&P 500 ETF464287200ETF11,292$845.4 萬0.7%−973−7.9%減碼–
MOAltria Group, Inc.Stock101,548$726.5 萬0.6%−93−0.1%減碼歷史
LRCXLam Research CorpStock16,077$629.0 萬0.5%−112−0.7%減碼歷史
iShares Tr464287333GLOBAL FINLS ETF49,345$622.9 萬0.5%−671−1.3%減碼–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF93,694$571.5 萬0.5%−1,784−1.9%減碼–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF50,142$545.5 萬0.4%−2,113−4.0%減碼–
Vanguard Consumer Discretionary ETF92204A108ETF13,651$543.9 萬0.4%−171−1.2%減碼–
iShares S&P Small-Cap 600 Value ETF464287879ETF39,626$540.9 萬0.4%−2,344−5.6%減碼–
SPDR Series Trust78464A763ST STR SP DIV34,033$520.7 萬0.4%−969−2.8%減碼–
Vanguard Morningstar Small-Cap ETF922908751ETF16,849$508.0 萬0.4%−894−5.0%減碼–
PMPhilip Morris International Inc.Stock27,598$490.4 萬0.4%−303−1.1%減碼歷史
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV203,973$478.7 萬0.4%−1,212−0.6%減碼–
ORCLOracle CorpStock32,744$466.6 萬0.4%−40.0%減碼歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF57,421$461.3 萬0.4%−1,439−2.4%減碼依 4 比 1 拆股換算–
DDominion Energy, IncStock67,733$459.2 萬0.4%−120.0%減碼歷史
Vanguard Industrials ETF92204A603ETF12,629$448.8 萬0.4%−138−1.1%減碼–
Vanguard Total World Stock ETF922042742ETF28,160$439.6 萬0.4%−98−0.3%減碼–
Vanguard Information Technology ETF92204A702ETF36,510$428.0 萬0.4%−4,146−10.2%減碼依 8 比 1 拆股換算–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF37,636$419.5 萬0.3%+1,897+5.3%加碼–
State Street Energy Select Sector SPDR ETF81369Y506ETF74,585$395.9 萬0.3%+2,309+3.2%加碼–
MDYSPDR S&P Midcap 400 ETF TrustETF5,616$391.5 萬0.3%−122−2.1%減碼歷史
AMZNAmazon Com IncStock15,263$368.9 萬0.3%−72−0.5%減碼歷史
First Tr Exchange-Traded FD336917109SHS72,191$353.2 萬0.3%−1,526−2.1%減碼–
Vanguard Ftse Emerging Markets ETF922042858ETF59,601$352.9 萬0.3%−415−0.7%減碼–
Vanguard Morningstar Value ETF922908744ETF15,616$339.5 萬0.3%−464−2.9%減碼–
WisdomTree Tr97717W406US AI ENHANCED24,856$323.4 萬0.3%−427−1.7%減碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF58,991$306.7 萬0.3%+2,683+4.8%加碼–
NEUNewmarket CorpCOM3,740$293.8 萬0.2%00.0%不變歷史
LOWLowes Companies IncStock12,749$282.9 萬0.2%−432−3.3%減碼歷史
NVDANVIDIA CorpStock13,938$275.4 萬0.2%+190+1.4%加碼歷史
GOOGLAlphabet Inc.Stock7,500$270.9 萬0.2%−30−0.4%減碼歷史
MCDMcDonalds CorpStock9,806$264.2 萬0.2%+148+1.5%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF20,517$252.4 萬0.2%−955−4.4%減碼依 4 比 1 拆股換算–
WisdomTree Tr97717W505US MIDCAP DIVID38,454$217.2 萬0.2%−492−1.3%減碼–
WisdomTree Tr97717W604US SMALLCAP DIVD50,460$205.1 萬0.2%−1,941−3.7%減碼–
AMATApplied Materials IncStock3,123$203.3 萬0.2%−142−4.3%減碼歷史
SPDR Series Trust78464A821ST STR SP400GRW17,717$196.2 萬0.2%−857−4.6%減碼–
LLYEli Lilly & CoStock1,638$195.2 萬0.2%−53−3.1%減碼歷史
Vanguard Energy ETF92204A306ETF12,627$188.2 萬0.2%−78−0.6%減碼–
KOCoca Cola CoStock21,902$178.0 萬0.1%00.0%不變歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF18,845$177.8 萬0.1%−285−1.5%減碼–
JPMJPMorgan Chase & CoStock5,155$172.2 萬0.1%+311+6.4%加碼歷史
JNJJohnson & JohnsonStock6,720$170.7 萬0.1%−26−0.4%減碼歷史
iShares Tr464288760US AER DEF ETF6,870$167.5 萬0.1%00.0%不變–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,612$162.4 萬0.1%−412−5.1%減碼–
GOOGAlphabet Inc.Stock4,323$154.7 萬0.1%−79−1.8%減碼歷史
Vanguard Health Care ETF92204A504ETF4,907$147.6 萬0.1%−14−0.3%減碼–
AVGOBroadcom Inc.Stock3,902$144.1 萬0.1%−249−6.0%減碼歷史
ABBVAbbVie Inc.Stock5,275$132.4 萬0.1%+41+0.8%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF3,475$128.3 萬0.1%−146−4.0%減碼–
TSLATesla, Inc.Stock2,852$121.3 萬0.1%+79+2.8%加碼歷史
TFCTruist Financial CorpCOM21,859$111.2 萬0.1%−44−0.2%減碼歷史
SPDR Series Trust78464A201ST STR SP600GRWO9,398$108.0 萬0.1%−140−1.5%減碼–
Invesco QQQ Trust Series I46090E103ETF1,410$102.3 萬0.1%−30−2.1%減碼–
AUBAtlantic Union Bankshares CorpCOM22,182$95.8 萬0.1%00.0%不變歷史
Ssga Active ETF Tr78467V103ST STR REAL ETF27,925$95.7 萬0.1%+27,925新進–
CLColgate Palmolive CoStock10,318$95.7 萬0.1%00.0%不變歷史
iShares Tr46436E7180-3 MTH TREASURY8,978$90.1 萬0.1%−110−1.2%減碼–
PRAAPra Group IncCOM46,881$89.7 萬0.1%−149−0.3%減碼歷史
INTCIntel CorpStock6,900$87.6 萬0.1%−80−1.1%減碼歷史
XOMExxonMobil Holdings CorpCOM6,429$87.6 萬0.1%−112−1.7%減碼歷史
CATCaterpillar IncStock874$86.7 萬0.1%+1+0.1%加碼歷史
GEGeneral Electric CoStock2,243$84.1 萬0.1%−42−1.8%減碼歷史
iShares S&P 100 ETF464287101ETF2,258$82.6 萬0.1%00.0%不變–
NSCNorfolk Southern CorpStock2,582$82.4 萬0.1%−12−0.5%減碼歷史

2026 年第 1 季之後清倉(90 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Salomon & Ludwin, LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HONHoneywell International IncCOM666$15.3 萬<0.1%歷史
VIAVViavi Solutions Inc.COM2,162$7.98 萬<0.1%歷史
SMTCSemtech CorpStock948$7.84 萬<0.1%歷史
SANMSanmina CorpCOM568$7.40 萬<0.1%歷史
SEESealed Air CorpCOM1,573$6.62 萬<0.1%歷史
ALSumisho Air Lease CorpCL A834$5.42 萬<0.1%歷史
LKQLKQ CorpCOM1,903$5.36 萬<0.1%歷史
TPHTri Pointe Homes, Inc.COM1,133$5.30 萬<0.1%歷史
DOCNDigitalOcean Holdings, Inc.COM566$5.09 萬<0.1%歷史
Kyocera Corp Sponsored ADS501556203ADR2,507$3.87 萬<0.1%–
Clearway Energy, Inc.18539C105CL A856$3.44 萬<0.1%–
Vonovia SE ADR92887H107ADR2,646$3.39 萬<0.1%–
KMPRKEMPER CorpCOM898$2.75 萬<0.1%歷史
Artorius Stedim Biotech S A80386Y101ADR1,182$2.31 萬<0.1%–
GTMZoomInfo Technologies Inc.Stock3,652$2.12 萬<0.1%歷史
CSGSCSG Systems International IncCOM253$2.03 萬<0.1%歷史
AMWDAmerican Woodmark CorpCOM526$2.01 萬<0.1%歷史
CTRACoterra Energy Inc.Stock506$1.75 萬<0.1%歷史
BTDPYBarratt Developments PLCADR2,430$1.70 萬<0.1%歷史
PHMPultegroup IncCOM142$1.67 萬<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock118$1.63 萬<0.1%歷史
SAROStandardAero, Inc.COM613$1.61 萬<0.1%歷史
CPNGCoupang, Inc.CL A823$1.56 萬<0.1%歷史
CDECoeur Mining, Inc.COM NEW795$1.52 萬<0.1%歷史
KWKennedy-Wilson Holdings, Inc.COM1,396$1.52 萬<0.1%歷史
NVRIEnviri CorpCOM750$1.49 萬<0.1%歷史
GRFSGrifols SASP ADR REP B NVT1,767$1.46 萬<0.1%歷史
NSSCNapco Security Technologies, IncStock346$1.38 萬<0.1%歷史
PTCPTC Inc.Stock96$1.37 萬<0.1%歷史
Entain ADR293603106ADR1,705$1.29 萬<0.1%–
AVYAvery Dennison CorpCOM75$1.29 萬<0.1%歷史
TRMBTrimble Inc.COM191$1.24 萬<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A188$1.18 萬<0.1%歷史
AOSSmith A O CorpCOM182$1.17 萬<0.1%歷史
CWANClearwater Analytics Holdings, Inc.CL A485$1.15 萬<0.1%歷史
TYLTyler Technologies IncCOM33$1.12 萬<0.1%歷史
OMCOmnicom Group Inc.COM145$1.08 萬<0.1%歷史
UHSUniversal Health Services IncCL B61$1.08 萬<0.1%歷史
MCWMister Car Wash, Inc.COM1,455$1.01 萬<0.1%歷史
DOCSDoximity, Inc.CL A444$1.01 萬<0.1%歷史
SPXCSPX Technologies, Inc.COM48$9,470<0.1%歷史
ORAOrmat Technologies, Inc.COM80$9,027<0.1%歷史
INSMINSMED IncCOM PAR $.0155$8,934<0.1%歷史
VREVeris Residential, Inc.COM443$8,395<0.1%歷史
CABOCable One, Inc.COM86$8,321<0.1%歷史
NICENICE Ltd.SPONSORED ADR72$8,150<0.1%歷史
TRUTransUnionCOM115$7,972<0.1%歷史
PRAProassurance CorpCOM312$7,675<0.1%歷史
HOLXHologic IncCOM101$7,641<0.1%歷史
AMCRAmcor plcCOM NEW188$7,507<0.1%歷史
ZZillow Group, Inc.CL C CAP STK177$7,186<0.1%歷史
TWTradeweb Markets Inc.Stock58$7,146<0.1%歷史
GDENNew Royal Holdco I Inc.COM257$6,949<0.1%歷史
AZOAutoZone IncCOM2$6,801<0.1%歷史
NVRNVR IncCOM1$6,663<0.1%歷史
MNDYmonday.com Ltd.SHS97$6,629<0.1%歷史
Monotaro Co Ltd ADR61022V107ADR597$6,531<0.1%–
FSLRFirst Solar, Inc.Stock30$5,860<0.1%歷史
CCCCCC Intelligent Solutions Holdings Inc.COM969$5,804<0.1%歷史
CLBCore Laboratories Inc.COM347$5,667<0.1%歷史
SNCYSun Country Airlines Holdings, LLCCOM336$5,662<0.1%歷史
KTOSKratos Defense & Security Solutions, Inc.COM NEW81$5,452<0.1%歷史
Japan Airlines Co Ltd Jal ADR471038109ADR656$5,445<0.1%–
LDOSLeidos Holdings, Inc.COM33$5,241<0.1%歷史
ORIOld Republic International CorpCOM129$5,210<0.1%歷史
WTRGEssential Utilities, Inc.COM111$4,560<0.1%歷史
CLXClorox CoStock42$4,248<0.1%歷史
SSTKShutterstock, Inc.COM256$4,234<0.1%歷史
WHRWhirlpool CorpStock75$4,160<0.1%歷史
TECHBIO-TECHNE CorpCOM69$3,666<0.1%歷史
BDNBrandywine Realty TrustSH BEN INT NEW1,422$3,655<0.1%歷史
CHDNChurchill Downs IncCOM40$3,563<0.1%歷史
ROLRollins IncCOM66$3,559<0.1%歷史
GGGGraco IncCOM38$3,216<0.1%歷史
ATDRFAuto Trader Group plcADR2,059$3,191<0.1%歷史
Asx Ltd ADR00212E103ADR57$2,090<0.1%–
PATHUiPath, Inc.Stock120$1,349<0.1%歷史
M3 Inc55379N106COM259$1,336<0.1%–
TRUPTrupanion, Inc.COM47$1,206<0.1%歷史
RGENRepligen CorpCOM10$1,178<0.1%歷史
Sysmex Corp Unsponsored ADR87184P109ADR123$1,102<0.1%–
Wise PLC - Spon ADR97725Q102COM67$840<0.1%–
Whitbread PLC Sponsored ADR96342K100ADR104$826<0.1%–
PEGAPegasystems IncCOM18$767<0.1%歷史
MATMattel IncCOM47$675<0.1%歷史
SCIService Corp InternationalCOM5$424<0.1%歷史
Jde Peets BV - Unsp ADR47216Q103COM23$418<0.1%–
DOXAmdocs LtdSHS4$266<0.1%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2$190<0.1%歷史
PSNParsons CorpCOM3$169<0.1%歷史