Salvus Wealth Management, LLC
- SEC CIK
- 0001809236
- 最新申報
- 2026/7/10
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/10 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 125
- 較 2026 年第 1 季 −1
- 總值
- $1.78 億
- 較 2026 年第 1 季 +$652.2 萬 (+3.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 16,193 | $810.3 萬 | 4.5% | −597−3.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,966 | $705.5 萬 | 4.0% | −1,218−5.7% | 減碼 | 歷史 |
| ASTSAST SpaceMobile, Inc. | COM CL A | 70,399 | $625.6 萬 | 3.5% | −6,289−8.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 67,597 | $623.7 萬 | 3.5% | −4,084−5.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,064 | $580.6 萬 | 3.3% | −521−2.5% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 7,816 | $565.1 萬 | 3.2% | −715−8.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 25,232 | $504.9 萬 | 2.8% | +804+3.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 22,696 | $495.8 萬 | 2.8% | −1,546−6.4% | 減碼 | 歷史 |
| SGISomnigroup International Inc. | COM | 55,851 | $437.9 萬 | 2.5% | −2,634−4.5% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 22,882 | $407.8 萬 | 2.3% | −593−2.5% | 減碼依 25 比 1 拆股換算 | 歷史 |
| AXPAmerican Express Co | Stock | 11,504 | $389.1 萬 | 2.2% | −454−3.8% | 減碼 | 歷史 |
| THOThor Industries Inc | COM | 50,416 | $378.9 萬 | 2.1% | −2,240−4.3% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 3,615 | $348.8 萬 | 2.0% | +201+5.9% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,063 | $338.1 萬 | 1.9% | −319−3.4% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 18,792 | $319.2 萬 | 1.8% | −1,072−5.4% | 減碼 | 歷史 |
| FNDFloor & Decor Holdings, Inc. | CL A | 52,616 | $312.3 萬 | 1.7% | −2,158−3.9% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 68,596 | $292.2 萬 | 1.6% | −6,139−8.2% | 減碼 | 歷史 |
| ABGAsbury Automotive Group Inc | COM | 13,263 | $266.7 萬 | 1.5% | −510−3.7% | 減碼 | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 11,310 | $259.9 萬 | 1.5% | −6,086−35.0% | 減碼 | 歷史 |
| MKLMarkel Group Inc. | COM | 1,325 | $258.8 萬 | 1.4% | −115−8.0% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 25,778 | $258.2 萬 | 1.4% | −26,596−50.8% | 減碼 | – |
| AWIArmstrong World Industries Inc | COM | 15,141 | $242.9 萬 | 1.4% | +3,654+31.8% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 9,270 | $236.8 萬 | 1.3% | −3,028−24.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,893 | $227.1 萬 | 1.3% | −75−3.8% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 28,655 | $226.2 萬 | 1.3% | −2,016−6.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 16,112 | $225.0 萬 | 1.3% | +285+1.8% | 加碼 | 歷史 |
| NVRNVR Inc | COM | 321 | $218.7 萬 | 1.2% | −15−4.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,937 | $201.6 萬 | 1.1% | −152−1.9% | 減碼 | 歷史 |
| MCMoelis & Co | CL A | 29,689 | $194.2 萬 | 1.1% | −1,259−4.1% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 5,906 | $185.8 萬 | 1.0% | −317−5.1% | 減碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 5,561 | $183.4 萬 | 1.0% | +97+1.8% | 加碼 | 歷史 |
| SUNBSunbelt Rentals Holdings, Inc. | SHS | 24,220 | $181.2 萬 | 1.0% | +24,220 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,211 | $171.9 萬 | 1.0% | +337+4.9% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 18,616 | $171.4 萬 | 1.0% | −1,661−8.2% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,153 | $164.9 萬 | 0.9% | −9,440−69.4% | 減碼 | 歷史 |
| AONAon plc | CL A | 4,935 | $163.7 萬 | 0.9% | −1,782−26.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,599 | $153.8 萬 | 0.9% | −63−3.8% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,145 | $150.8 萬 | 0.8% | +490+10.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,325 | $138.0 萬 | 0.8% | −255−3.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,237 | $132.0 萬 | 0.7% | −1,272−10.2% | 減碼 | 歷史 |
| CINFCincinnati Financial Corp | COM | 7,114 | $131.7 萬 | 0.7% | +14+0.2% | 加碼 | 歷史 |
| LLoews Corp | COM | 11,258 | $127.5 萬 | 0.7% | +50+0.4% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,746 | $126.7 萬 | 0.7% | −141−1.8% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 18,361 | $125.4 萬 | 0.7% | −2,194−10.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 29,599 | $125.3 萬 | 0.7% | +5,467+22.7% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,703 | $121.5 萬 | 0.7% | −209−10.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,065 | $121.2 萬 | 0.7% | −1,170−22.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 16,449 | $118.4 萬 | 0.7% | −267−1.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,120 | $117.9 萬 | 0.7% | −338−9.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,453 | $116.7 萬 | 0.7% | −795−11.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,000 | $115.4 萬 | 0.6% | +100+11.1% | 加碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 5,470 | $114.0 萬 | 0.6% | +160+3.0% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 18,427 | $110.8 萬 | 0.6% | +4,212+29.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 10,781 | $110.2 萬 | 0.6% | −1,459−11.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,232 | $92.8 萬 | 0.5% | −222−9.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,676 | $91.8 萬 | 0.5% | −303−10.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,697 | $83.7 萬 | 0.5% | +2,985+38.7% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 9,225 | $80.2 萬 | 0.4% | +105+1.2% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 8,084 | $79.5 萬 | 0.4% | +169+2.1% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 3,704 | $78.9 萬 | 0.4% | +3,704 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 1,457 | $74.8 萬 | 0.4% | −205−12.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,348 | $73.8 萬 | 0.4% | −403−10.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,034 | $73.8 萬 | 0.4% | −676−11.8% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 15,331 | $73.6 萬 | 0.4% | −1,896−11.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 7,223 | $71.7 萬 | 0.4% | −841−10.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 7,326 | $70.5 萬 | 0.4% | −675−8.4% | 減碼 | 歷史 |
| RYNRayonier Inc | COM | 32,880 | $70.0 萬 | 0.4% | +32,880 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,200 | $67.6 萬 | 0.4% | −184−13.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 5,189 | $67.3 萬 | 0.4% | +620+13.6% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,892 | $67.3 萬 | 0.4% | −883−13.0% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 12,268 | $64.9 萬 | 0.4% | −1,115−8.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,037 | $64.7 萬 | 0.4% | +500+11.0% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 1,225 | $64.1 萬 | 0.4% | +650+113.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 17,068 | $62.7 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,763 | $62.5 萬 | 0.3% | +169+10.6% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,178 | $60.0 萬 | 0.3% | −135−10.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,242 | $59.3 萬 | 0.3% | +28+2.3% | 加碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,480 | $59.0 萬 | 0.3% | +271+12.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,650 | $59.0 萬 | 0.3% | +84+5.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,190 | $58.4 萬 | 0.3% | +746+11.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,942 | $57.8 萬 | 0.3% | +384+10.8% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,730 | $57.1 萬 | 0.3% | −28−1.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,180 | $54.2 萬 | 0.3% | +6,180 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 2,666 | $53.7 萬 | 0.3% | −2,207−45.3% | 減碼 | 歷史 |
| IEXIdex Corp | COM | 2,248 | $51.0 萬 | 0.3% | +28+1.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,479 | $50.4 萬 | 0.3% | −177−10.7% | 減碼 | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 6,735 | $48.8 萬 | 0.3% | −809−10.7% | 減碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 34,826 | $48.3 萬 | 0.3% | −3,106−8.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 647 | $48.3 萬 | 0.3% | −79−10.9% | 減碼 | 歷史 |
| CDWCDW Corp | COM | 3,382 | $47.6 萬 | 0.3% | −326−8.8% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,095 | $47.4 萬 | 0.3% | −146−11.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,691 | $46.7 萬 | 0.3% | +490+15.3% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 826 | $46.3 萬 | 0.3% | −113−12.0% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 1,045 | $45.1 萬 | 0.3% | +1,045 | 新進 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 2,884 | $44.7 萬 | 0.3% | −644−18.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,104 | $44.4 萬 | 0.2% | −15−0.5% | 減碼 | 歷史 |
| HASHasbro, Inc. | COM | 5,297 | $43.7 萬 | 0.2% | +687+14.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,164 | $43.5 萬 | 0.2% | +1,164 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 1,400 | $42.2 萬 | 0.2% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 9,084 | $40.7 萬 | 0.2% | −823−8.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 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 |
|---|---|---|---|---|---|
| NUNu Holdings Ltd. | ORD SHS CL A | 69,500 | $99.9 萬 | 0.6% | 歷史 |
| HONHoneywell International Inc | COM | 2,608 | $58.9 萬 | 0.3% | 歷史 |
| ZTSZoetis Inc. | Stock | 4,606 | $54.4 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 1,633 | $32.4 萬 | 0.2% | 歷史 |
| SNPSSynopsys Inc | COM | 746 | $29.6 萬 | 0.2% | 歷史 |
| SYYSysco Corp | Stock | 4,072 | $29.0 萬 | 0.2% | 歷史 |
| SHENShenandoah Telecommunications Co | COM | 18,709 | $28.8 萬 | 0.2% | 歷史 |
| WDCWestern Digital Corp | COM | 740 | $20.0 萬 | 0.1% | 歷史 |
| CPSHCPS Technologies Corp | COM | 27,520 | $10.3 萬 | 0.1% | 歷史 |