Salvus Wealth Management, LLC
- SEC CIK
- 0001809236
- 最新申報
- 2026/7/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 126
- 較 2025 年第 1 季 +5
- 總值
- $1.71 億
- 較 2025 年第 1 季 +$1,180 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 16,776 | $814.9 萬 | 4.8% | −1,098−6.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 73,307 | $668.9 萬 | 3.9% | −1,491−2.0% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 24,491 | $653.6 萬 | 3.8% | −568−2.3% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 944 | $546.5 萬 | 3.2% | −17−1.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 16,370 | $522.2 萬 | 3.0% | −208−1.3% | 減碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 74,351 | $506.0 萬 | 3.0% | −2,697−3.5% | 減碼 | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 106,776 | $499.0 萬 | 2.9% | −1,983−1.8% | 減碼 | 歷史 |
| THOThor Industries Inc | COM | 53,681 | $476.7 萬 | 2.8% | +4,676+9.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,172 | $475.4 萬 | 2.8% | −1,446−5.9% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 19,525 | $464.7 萬 | 2.7% | −288−1.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,087 | $452.0 萬 | 2.6% | −74−0.8% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 24,282 | $418.6 萬 | 2.4% | +5,798+31.4% | 加碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 54,109 | $411.0 萬 | 2.4% | +6,199+12.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,490 | $398.9 萬 | 2.3% | −15,380−40.6% | 減碼 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 13,559 | $323.4 萬 | 1.9% | −140−1.0% | 減碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 17,545 | $316.4 萬 | 1.8% | +6,406+57.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,550 | $308.9 萬 | 1.8% | +336+1.7% | 加碼 | 歷史 |
| AWIArmstrong World Industries Inc | COM | 17,507 | $284.4 萬 | 1.7% | −301−1.7% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 41,391 | $256.0 萬 | 1.5% | −758−1.8% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 31,459 | $254.2 萬 | 1.5% | −1,557−4.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 24,625 | $251.9 萬 | 1.5% | −839−3.3% | 減碼 | 歷史 |
| NVRNVR Inc | COM | 333 | $245.9 萬 | 1.4% | −5−1.5% | 減碼 | 歷史 |
| AONAon plc | CL A | 6,775 | $241.7 萬 | 1.4% | −101−1.5% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 1,114 | $222.5 萬 | 1.3% | −20−1.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,531 | $209.1 萬 | 1.2% | −1,589−14.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 21,060 | $189.8 萬 | 1.1% | −360−1.7% | 減碼依 15 比 1 拆股換算 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 18,776 | $172.2 萬 | 1.0% | −978−5.0% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 1,638 | $171.9 萬 | 1.0% | −10−0.6% | 減碼 | 歷史 |
| MCMoelis & Co | CL A | 27,450 | $171.1 萬 | 1.0% | −298−1.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,721 | $170.6 萬 | 1.0% | −70−0.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,868 | $162.3 萬 | 0.9% | −164−1.8% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,863 | $150.1 萬 | 0.9% | +934+18.9% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 14,898 | $149.2 萬 | 0.9% | −834−5.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,890 | $147.4 萬 | 0.9% | +5+0.3% | 加碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 28,202 | $136.0 萬 | 0.8% | −526−1.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,382 | $134.4 萬 | 0.8% | −1,498−16.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,139 | $134.2 萬 | 0.8% | +243+4.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 4,717 | $133.0 萬 | 0.8% | +838+21.6% | 加碼 | 歷史 |
| WSCWillScot Holdings Corp | COM CL A | 48,470 | $132.8 萬 | 0.8% | −420−0.9% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 17,746 | $123.1 萬 | 0.7% | −428−2.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,640 | $119.5 萬 | 0.7% | −151−1.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,296 | $117.0 萬 | 0.7% | +3+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,452 | $113.8 萬 | 0.7% | +61+0.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,830 | $112.1 萬 | 0.7% | +1,700+27.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,296 | $110.0 萬 | 0.6% | −125−2.3% | 減碼 | 歷史 |
| LLoews Corp | COM | 11,713 | $107.4 萬 | 0.6% | −135−1.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 11,586 | $106.2 萬 | 0.6% | +1,903+19.7% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 7,251 | $105.5 萬 | 0.6% | −47−0.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 16,340 | $100.0 萬 | 0.6% | −255−1.5% | 減碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 69,500 | $95.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 16,774 | $94.8 萬 | 0.6% | +4,095+32.3% | 加碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 6,345 | $94.5 萬 | 0.6% | −22−0.3% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 13,869 | $93.2 萬 | 0.5% | −234−1.7% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 17,720 | $93.2 萬 | 0.5% | +8,034+82.9% | 加碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 5,565 | $91.2 萬 | 0.5% | −50−0.9% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 15,258 | $89.5 萬 | 0.5% | −104−0.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,584 | $89.0 萬 | 0.5% | −11−0.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,842 | $85.2 萬 | 0.5% | −68−1.7% | 減碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 10,090 | $82.1 萬 | 0.5% | −152−1.5% | 減碼 | 歷史 |
| ENBEnbridge Inc | Stock | 18,103 | $82.0 萬 | 0.5% | −1,103−5.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 789 | $81.1 萬 | 0.5% | +80+11.3% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 6,721 | $77.5 萬 | 0.5% | −27−0.4% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 4,413 | $74.4 萬 | 0.4% | −79−1.8% | 減碼 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 6,239 | $74.2 萬 | 0.4% | −128−2.0% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 17,615 | $74.0 萬 | 0.4% | −385−2.1% | 減碼依 2 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 990 | $73.1 萬 | 0.4% | −155−13.5% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 3,931 | $70.2 萬 | 0.4% | −73−1.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,051 | $70.2 萬 | 0.4% | −25−0.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,113 | $69.5 萬 | 0.4% | −70−1.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 498 | $66.7 萬 | 0.4% | −8−1.6% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,329 | $66.4 萬 | 0.4% | −20−1.5% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 8,562 | $63.8 萬 | 0.4% | +276+3.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 4,005 | $62.5 萬 | 0.4% | +28+0.7% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 2,321 | $62.1 萬 | 0.4% | −48−2.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,511 | $58.5 萬 | 0.3% | +276+22.3% | 加碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 10,374 | $57.3 萬 | 0.3% | −191−1.8% | 減碼 | 歷史 |
| ECPGEncore Capital Group Inc | COM | 14,698 | $56.9 萬 | 0.3% | −270−1.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 17,058 | $52.9 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,416 | $49.3 萬 | 0.3% | +68+2.0% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 4,759 | $48.9 萬 | 0.3% | −84−1.7% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,073 | $48.7 萬 | 0.3% | +27+0.7% | 加碼 | 歷史 |
| HSYHershey Co | COM | 2,916 | $48.4 萬 | 0.3% | −10−0.3% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 13,510 | $48.2 萬 | 0.3% | −10,508−43.8% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 819 | $47.2 萬 | 0.3% | −5−0.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,608 | $46.6 萬 | 0.3% | +1,608 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 3,467 | $45.9 萬 | 0.3% | −57−1.6% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,948 | $45.4 萬 | 0.3% | −14−0.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,112 | $45.1 萬 | 0.3% | −28−2.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 1,431 | $42.8 萬 | 0.2% | −25−1.7% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,175 | $42.3 萬 | 0.2% | +3,175 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 5,621 | $41.6 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,655 | $39.7 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| RHRH | COM | 2,078 | $39.3 萬 | 0.2% | −39−1.8% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 3,731 | $37.6 萬 | 0.2% | −1,469−28.2% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,274 | $37.2 萬 | 0.2% | +36+2.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,948 | $35.0 萬 | 0.2% | +113+2.3% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 18,640 | $33.8 萬 | 0.2% | +80.0% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 11,405 | $33.0 萬 | 0.2% | +281+2.5% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 613 | $32.9 萬 | 0.2% | +613 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 4,340 | $32.9 萬 | 0.2% | +4,340 | 新進 | 歷史 |
2025 年第 1 季之後清倉（5 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 4,363 | $48.0 萬 | 0.3% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 848 | $44.4 萬 | 0.3% | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 3,863 | $30.0 萬 | 0.2% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 3,493 | $26.1 萬 | 0.2% | 歷史 |
| ITGartner Inc | COM | 502 | $21.1 萬 | 0.1% | 歷史 |