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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
$135.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 104 项
建仓 4
增持 75
减持 21
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
EL
LAUDER ESTEE COS INC
+$2.7M
39,202
-0%
清仓
HXL
HEXCEL CORP NEW
-$1.7M
0
-100%
增持
GOOG
ALPHABET INC
+$926.0K
2,574
+5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$790.0K
20,567
+2%
增持
—
BROOKFIELD ASSET MGMT INC
+$744.0K
96,055
+2%
增持
—
ARISTA NETWORKS INC
+$693.0K
21,184
+210%
增持
PGR
PROGRESSIVE CORP
+$681.0K
49,933
+2%
增持
NVR
NVR INC
+$665.0K
567
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$500.0K
20,407
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$482.0K
19,789
+96%
清仓
BIL
SPDR SER TR
-$474.0K
0
-100%
减持
PFE
PFIZER INC
+$431.0K
27,159
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$418.0K
36,410
+0%
增持
CMCSA
COMCAST CORP NEW
-$383.0K
81,511
+2%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$357.0K
17,182
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$340.0K
8,202
+6%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$305.0K
4,100
+29%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$285.0K
2,436
+4%
增持
LOW
LOWES COS INC
+$271.0K
4,324
+4%
增持
ECPG
ENCORE CAP GROUP INC
+$269.0K
18,366
+4%
建仓
NKE
NIKE INC
+$262.0K
1,573
建仓
IT
GARTNER INC
+$260.0K
778
增持
APD
AIR PRODS & CHEMS INC
+$252.0K
2,340
+30%
增持
AMZN
AMAZON COM INC
+$252.0K
308
+31%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$248.0K
2,191
减持
MSFT
MICROSOFT CORP
+$229.0K
7,354
-8%
清仓
T
AT&T INC
-$220.0K
0
-100%
增持
—
CLARIVATE PLC
+$220.0K
121,435
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$217.0K
3,307
+3%
增持
MA
MASTERCARD INCORPORATED
+$217.0K
1,343
+75%
清仓
PYPL
PAYPAL HLDGS INC
-$212.0K
0
-100%
增持
CDW
CDW CORP
+$205.0K
2,298
+58%
增持
—
BLACKROCK INC
+$190.0K
1,504
+6%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$189.0K
12,511
+4%
增持
—
AON PLC
+$184.0K
7,483
+4%
增持
TSLA
TESLA INC
+$176.0K
540
+6%
增持
AMAT
APPLIED MATLS INC
+$175.0K
5,262
+4%
增持
KMX
CARMAX INC
+$164.0K
29,752
+3%
增持
PAYX
PAYCHEX INC
+$163.0K
5,999
+3%
增持
ABT
ABBOTT LABS
+$159.0K
3,700
+21%
减持
CSCO
CISCO SYS INC
+$156.0K
17,902
-0%
增持
—
ACCENTURE PLC IRELAND
+$148.0K
999
+20%
增持
UPS
UNITED PARCEL SERVICE INC
+$146.0K
3,817
+3%
增持
FAST
FASTENAL CO
+$145.0K
10,234
+3%
增持
ADI
ANALOG DEVICES INC
+$139.0K
14,581
+1%
增持
ZTS
ZOETIS INC
+$134.0K
1,570
+22%
增持
DEO
DIAGEO PLC
+$115.0K
3,372
+4%
增持
CVX
CHEVRON CORP NEW
+$111.0K
5,651
+4%
增持
V
VISA INC
+$103.0K
1,971
+36%
增持
MKL
MARKEL CORP
+$93.0K
1,168
+4%
减持
—
CERNER CORP
+$93.0K
4,550
-3%
增持
LLY
LILLY ELI & CO
+$92.0K
1,089
+21%
增持
DIS
DISNEY WALT CO
-$83.0K
9,279
+3%
增持
D
DOMINION ENERGY INC
+$82.0K
13,735
+1%
增持
JNJ
JOHNSON & JOHNSON
+$80.0K
5,719
+3%
增持
—
BARRICK GOLD CORP
+$79.0K
21,840
+17%
增持
GOOGL
ALPHABET INC
+$76.0K
209
+6%
增持
—
MEDTRONIC PLC
+$71.0K
3,392
+52%
增持
—
DRIVE SHACK INC
-$70.0K
58,415
+6%
增持
NOW
SERVICENOW INC
+$69.0K
581
+17%
增持
AXP
AMERICAN EXPRESS CO
-$62.0K
17,537
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$61.0K
1,004
+2%
增持
—
EQUITY COMWLTH
+$60.0K
17,280
+16%
增持
ASTS
AST SPACEMOBILE INC
-$59.0K
23,795
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$57.0K
929
+14%
增持
SGI
TEMPUR SEALY INTL INC
+$55.0K
61,419
+1%
增持
CRM
SALESFORCE COM INC
+$51.0K
1,680
+21%
建仓
—
SAFE BULKERS INC
+$50.0K
13,193
增持
SBUX
STARBUCKS CORP
+$50.0K
3,774
+6%
增持
—
ALLEGHANY CORP MD
+$49.0K
500
+9%
增持
AEM
AGNICO EAGLE MINES LTD
+$48.0K
7,078
+12%
减持
META
FACEBOOK INC
-$46.0K
4,465
-2%
增持
ABNB
AIRBNB INC
+$45.0K
1,604
+21%
减持
ENB
ENBRIDGE INC
-$44.0K
13,431
-6%
增持
—
UNILEVER PLC
+$42.0K
9,270
+10%
增持
NFLX
NETFLIX INC
+$39.0K
414
+20%
增持
MO
ALTRIA GROUP INC
+$38.0K
12,072
+3%
增持
BEN
FRANKLIN RESOURCES INC
+$37.0K
7,664
+4%
增持
TGT
TARGET CORP
+$34.0K
3,131
+4%
减持
UNH
UNITEDHEALTH GROUP INC
-$33.0K
633
-30%
增持
ADSK
AUTODESK INC
+$30.0K
1,011
+14%
增持
MRK
MERCK & CO INC
+$29.0K
8,427
+3%
减持
—
DUPONT DE NEMOURS INC
+$28.0K
6,648
-11%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$25.0K
1,792
-7%
减持
ET
ENERGY TRANSFER L P
-$24.0K
15,038
-3%
增持
SHOP
SHOPIFY INC
+$24.0K
183
+9%
减持
MC
MOELIS & CO
+$24.0K
45,861
-0%
增持
THO
THOR INDS INC
-$21.0K
30,151
+17%
增持
—
AMERICAN WOODMARK CORPORATIO
+$18.0K
8,498
+4%
增持
PM
PHILIP MORRIS INTL INC
+$18.0K
4,426
+4%
增持
TXN
TEXAS INSTRS INC
+$15.0K
4,731
+4%
减持
INGR
INGREDION INC
+$13.0K
4,163
-5%
增持
CINF
CINCINNATI FINL CORP
+$13.0K
4,976
+3%
减持
L
LOEWS CORP
+$12.0K
10,293
-5%
减持
TRV
TRAVELERS COMPANIES INC
-$12.0K
2,184
-6%
减持
EOG
EOG RES INC
+$7.0K
2,456
-6%
减持
—
KIRKLAND LAKE GOLD LTD
-$7.0K
7,045
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$6.0K
17,027
+0%
增持
RH
RH
-$4.0K
1,497
+24%
减持
CTVA
CORTEVA INC
-$4.0K
7,761
-12%
增持
ALGT
ALLEGIANT TRAVEL CO
-$4.0K
2,892
+4%
减持
VTRS
VIATRIS INC
-$4.0K
17,454
-2%
减持
GHC
GRAHAM HLDGS CO
+$2.0K
320
-6%
增持
INTC
INTEL CORP
+$2.0K
14,323
+4%
