小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 102 项
建仓 3
增持 67
减持 24
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
EL
LAUDER ESTEE COS INC
-$3.9M
38,856
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
20,321
-0%
增持
NVR
NVR INC
-$732.0K
586
+3%
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。
减持
PFE
PFIZER INC
-$678.0K
17,885
-34%
增持
SGI
TEMPUR SEALY INTL INC
-$657.0K
79,926
+30%
增持
MC
MOELIS & CO
-$640.0K
47,432
+3%
增持
THO
THOR INDS INC
-$612.0K
31,982
+6%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$597.0K
5,943
减持
PGR
PROGRESSIVE CORP
+$562.0K
49,901
-0%
增持
MRK
MERCK & CO. INC
+$533.0K
14,364
+70%
增持
AXP
AMERICAN EXPRESS CO
+$503.0K
18,033
+3%
减持
INTC
INTEL CORP
-$435.0K
6,115
-57%
清仓
—
CERNER CORP
-$423.0K
0
-100%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
-$415.0K
17,553
+2%
减持
LOW
LOWES COS INC
-$397.0K
3,565
-18%
增持
AEM
AGNICO EAGLE MINES LTD
+$389.0K
12,487
+76%
增持
SBUX
STARBUCKS CORP
+$345.0K
8,639
+129%
增持
—
BROOKFIELD ASSET MGMT INC
-$298.0K
97,260
+1%
清仓
—
KIRKLAND LAKE GOLD LTD
-$296.0K
0
-100%
增持
META
FACEBOOK INC
-$290.0K
5,450
+22%
增持
MKL
MARKEL CORP
+$288.0K
1,172
+0%
增持
GOOG
ALPHABET INC
+$283.0K
2,768
+8%
增持
CDW
CDW CORP
+$263.0K
4,102
+79%
清仓
BEN
FRANKLIN RESOURCES INC
-$257.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
-$255.0K
8,536
+4%
清仓
SHOP
SHOPIFY INC
-$252.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$248.0K
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$238.0K
2,058
清仓
VTRS
VIATRIS INC
-$236.0K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$232.0K
2,172
-11%
减持
GOOGL
ALPHABET INC
-$213.0K
141
-33%
建仓
GD
GENERAL DYNAMICS CORP
+$211.0K
876
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$203.0K
0
-100%
清仓
GHC
GRAHAM HLDGS CO
-$202.0K
0
-100%
增持
—
BLACKROCK INC
-$202.0K
1,537
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$188.0K
2,795
-15%
增持
—
CLARIVATE PLC
-$186.0K
159,310
+31%
减持
CVX
CHEVRON CORP NEW
+$185.0K
5,206
-8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$184.0K
23,798
+20%
增持
V
VISA INC
+$181.0K
2,742
+39%
增持
AMZN
AMAZON COM INC
+$176.0K
369
+20%
增持
ABNB
AIRBNB INC
+$171.0K
2,551
+59%
增持
CINF
CINCINNATI FINL CORP
+$126.0K
5,100
+2%
增持
—
AMERICAN WOODMARK CORPORATIO
-$119.0K
8,895
+5%
减持
—
BARRICK GOLD CORP
+$114.0K
21,550
-1%
增持
CMCSA
COMCAST CORP NEW
-$113.0K
85,206
+5%
增持
D
DOMINION ENERGY INC
+$108.0K
13,974
+2%
增持
APD
AIR PRODS & CHEMS INC
-$106.0K
2,423
+4%
增持
AMAT
APPLIED MATLS INC
-$102.0K
5,510
+5%
增持
CSCO
CISCO SYS INC
-$100.0K
18,550
+4%
增持
KMX
CARMAX INC
+$91.0K
41,105
+38%
增持
NFLX
NETFLIX INC
+$91.0K
908
+119%
增持
RH
RH
-$88.0K
2,189
+46%
减持
ENB
ENBRIDGE INC
+$88.0K
13,311
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$81.0K
782
+24%
减持
—
ALLEGHANY CORP DEL
+$81.0K
490
-2%
增持
MA
MASTERCARD INCORPORATED
+$81.0K
1,579
+18%
减持
—
UNILEVER PLC
-$79.0K
9,220
-1%
增持
MO
ALTRIA GROUP INC
+$76.0K
12,395
+3%
增持
ZTS
ZOETIS INC
-$75.0K
1,631
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$73.0K
2,269
+4%
减持
CTVA
CORTEVA INC
+$71.0K
7,615
-2%
减持
EOG
EOG RES INC
+$71.0K
2,426
-1%
增持
ADI
ANALOG DEVICES INC
-$71.0K
15,089
+3%
增持
—
ARISTA NETWORKS INC
-$71.0K
21,401
+1%
增持
MSFT
MICROSOFT CORP
+$70.0K
8,248
+12%
增持
ECPG
ENCORE CAP GROUP INC
+$66.0K
19,240
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$66.0K
17,029
+0%
增持
JNJ
JOHNSON & JOHNSON
+$63.0K
5,876
+3%
减持
L
LOEWS CORP
+$62.0K
10,138
-2%
增持
ASTS
AST SPACEMOBILE INC
+$60.0K
24,905
+5%
增持
AAPL
APPLE INC
+$58.0K
21,247
+3%
增持
—
ACCENTURE PLC IRELAND
-$52.0K
1,072
+7%
减持
—
DUPONT DE NEMOURS INC
-$51.0K
6,602
-1%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$50.0K
4,365
+6%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$45.0K
13,082
+5%
减持
INGR
INGREDION INC
-$44.0K
4,113
-1%
增持
ALGT
ALLEGIANT TRAVEL CO
-$44.0K
3,059
+6%
增持
NVDA
NVIDIA CORPORATION
-$42.0K
2,557
+2%
减持
—
AON PLC
-$40.0K
6,784
-9%
减持
TSLA
TESLA INC
-$39.0K
494
-9%
增持
DIS
DISNEY WALT CO
-$39.0K
10,190
+10%
减持
—
EQUITY COMWLTH
+$35.0K
17,115
-1%
增持
ADSK
AUTODESK INC
+$34.0K
1,485
+47%
增持
DEO
DIAGEO PLC
-$33.0K
3,490
+3%
增持
FAST
FASTENAL CO
-$33.0K
10,486
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$29.0K
35,973
-1%
增持
LLY
LILLY ELI & CO
+$27.0K
1,144
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$27.0K
3,942
+3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$26.0K
1,100
+18%
减持
—
MEDTRONIC PLC
+$23.0K
3,372
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$22.0K
1,035
+3%
增持
PAYX
PAYCHEX INC
+$18.0K
6,136
+2%
增持
CRM
SALESFORCE COM INC
-$17.0K
1,932
+15%
增持
NOW
SERVICENOW INC
+$16.0K
706
+22%
增持
IT
GARTNER INC
-$14.0K
828
+6%
增持
—
DRIVE SHACK INC
+$12.0K
62,104
+6%
增持
PM
PHILIP MORRIS INTL INC
+$9.0K
4,569
+3%
增持
TXN
TEXAS INSTRS INC
+$7.0K
4,897
+4%
增持
ABT
ABBOTT LABS
-$6.0K
4,353
+18%
增持
NKE
NIKE INC
-$4.0K
1,918
+22%
增持
TGT
TARGET CORP
+$0
3,417
+9%
