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Salvus Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Salvus Wealth Management, LLC

报告期 2026-03-31 · CIK 0001809236

持仓数

126

前50大市值合计

$135.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.0M

16,790

5.9%

SCHW SCHWAB CHARLES CORP

COM

$6.7M

71,681

5.0%

ASTS AST SPACEMOBILE INC

COM CL A

$6.4M

76,688

4.7%

GOOG ALPHABET INC

CAP STK CL C

$6.1M

21,184

4.5%

GBIL GOLDMAN SACHS ETF TR

ACCES TREASURY

$5.2M

52,374

3.9%

AAPL APPLE INC

COM

$5.2M

20,585

3.9%

PGR PROGRESSIVE CORP

COM

$4.8M

24,242

3.5%

IBP INSTALLED BLDG PRODS INC

COM

$4.6M

17,396

3.4%

ADI ANALOG DEVICES INC

COM

$4.3M

13,593

3.2%

SGI SOMNIGROUP INTERNATIONAL INC

COM

$4.3M

58,485

3.2%

NVDA NVIDIA CORPORATION

COM

$4.3M

24,428

3.1%

THO THOR INDS INC

COM

$4.2M

52,656

3.1%

BKNG BOOKING HOLDINGS INC

COM

$4.0M

939

2.9%

AXP AMERICAN EXPRESS CO

COM

$3.6M

11,958

2.7%

MSFT MICROSOFT CORP

COM

$3.5M

9,382

2.6%

BN BROOKFIELD CORP

CL A LTD VT SH

$3.0M

74,735

2.2%

AMAT APPLIED MATLS INC

COM

$2.9M

8,531

2.2%

FND FLOOR & DECOR HLDGS INC

CL A

$2.8M

54,774

2.1%

MKL MARKEL GROUP INC

COM

$2.8M

1,440

2.0%

ABG ASBURY AUTOMOTIVE GROUP INC

COM

$2.7M

13,773

2.0%

ANET ARISTA NETWORKS INC

COM SHS

$2.4M

19,864

1.8%

NVR NVR INC

COM

$2.2M

336

1.6%

EL LAUDER ESTEE COS INC

CL A

$2.2M

30,671

1.6%

— AON PLC

SHS CL A

$2.2M

6,717

1.6%

JNJ JOHNSON & JOHNSON

COM

$2.0M

8,089

1.5%

AWI ARMSTRONG WORLD INDS INC NEW

COM

$1.9M

11,487

1.4%

ORLY OREILLY AUTOMOTIVE INC

COM

$1.9M

20,277

1.4%

KNSL KINSALE CAP GROUP INC

COM

$1.9M

5,464

1.4%

LLY ELI LILLY & CO

COM

$1.8M

1,968

1.3%

NSC NORFOLK SOUTHN CORP

COM

$1.8M

6,223

1.3%

CVX CHEVRON CORPORATION

COM

$1.8M

8,580

1.3%

MC MOELIS & CO

CL A

$1.8M

30,948

1.3%

GLW CORNING INC

COM

$1.7M

12,298

1.2%

BLK BLACKROCK INC

COM

$1.6M

1,662

1.2%

AMZN AMAZON COM INC

COM

$1.4M

6,874

1.1%

AMT AMERICAN TOWER CORP

COM

$1.4M

7,887

1.0%

APD AIR PRODUCTS AND CHEMICALS I

COM

$1.4M

4,655

1.0%

— SEAGATE TECHNOLOGY HLDNGS PL

ORD SHS

$1.3M

3,414

1.0%

FNV FRANCO NEV CORP

COM

$1.3M

5,310

1.0%

D DOMINION ENERGY INC

COM

$1.3M

20,555

0.9%

VZ VERIZON COMMUNICATIONS INC

COM

$1.2M

24,132

0.9%

PM PHILIP MORRIS INTL INC

COM

$1.2M

7,248

0.9%

L LOEWS CORP

COM

$1.2M

11,208

0.9%

CINF CINCINNATI FINL CORP

COM

$1.1M

7,100

0.8%

MO ALTRIA GROUP INC

COM

$1.1M

16,716

0.8%

SBUX STARBUCKS CORP

COM

$1.1M

12,240

0.8%

AVGO BROADCOM INC

COM

$1.1M

3,458

0.8%

CMI CUMMINS INC

COM

$1.0M

1,912

0.8%

— TE CONNECTIVITY PLC

ORD SHS

$1.0M

4,873

0.8%

TXN TEXAS INSTRS INC

COM

$1.0M

5,235

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

28%前 6 大占比

BRK/B5.9%SCHW5.0%ASTS4.7%GOOG4.5%GBIL3.9%AAPL3.9%