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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 99 项
建仓 7
增持 35
减持 51
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
—
CLARIVATE PLC
-$2.7M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.1M
18,572
-9%
建仓
FND
FLOOR & DECOR HLDGS INC
+$2.0M
32,066
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
GOOG
ALPHABET INC
-$1.6M
2,784
+1%
减持
—
BROOKFIELD ASSET MGMT INC
-$1.2M
97,055
-0%
减持
—
ARISTA NETWORKS INC
-$1.0M
20,732
-3%
建仓
—
BLACK KNIGHT INC
+$1.0M
15,319
增持
AXP
AMERICAN EXPRESS CO
-$865.0K
18,088
+0%
减持
AAPL
APPLE INC
-$815.0K
21,173
-0%
减持
EL
LAUDER ESTEE COS INC
-$735.0K
38,663
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$677.0K
37,283
+4%
增持
BKNG
BOOKING HOLDINGS INC
-$603.0K
1,045
+1%
减持
—
AON PLC
-$530.0K
6,226
-8%
增持
SGI
TEMPUR SEALY INTL INC
-$479.0K
82,029
+3%
减持
MSFT
MICROSOFT CORP
-$465.0K
8,089
-2%
建仓
SHEN
SHENANDOAH TELECOMMUNICATION
+$453.0K
20,405
减持
DIS
DISNEY WALT CO
-$445.0K
10,094
-1%
增持
CMCSA
COMCAST CORP NEW
-$444.0K
90,351
+6%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$420.0K
1,691
-22%
建仓
IVV
ISHARES TR
+$344.0K
908
清仓
NFLX
NETFLIX INC
-$340.0K
0
-100%
增持
MC
MOELIS & CO
-$325.0K
48,335
+2%
增持
META
META PLATFORMS INC
-$315.0K
5,565
+2%
建仓
VV
VANGUARD INDEX FDS
+$282.0K
1,637
建仓
AGG
ISHARES TR
+$279.0K
2,747
增持
ADI
ANALOG DEVICES INC
-$271.0K
15,205
+1%
清仓
NKE
NIKE INC
-$258.0K
0
-100%
增持
NVR
NVR INC
-$256.0K
590
+1%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
-$256.0K
17,663
+1%
减持
RH
RH
-$253.0K
2,170
-1%
增持
THO
THOR INDS INC
+$253.0K
37,065
+16%
减持
CSCO
CISCO SYS INC
-$248.0K
18,439
-1%
清仓
IT
GARTNER INC
-$246.0K
0
-100%
减持
TGT
TARGET CORP
-$246.0K
3,392
-1%
减持
—
BLACKROCK INC
-$243.0K
1,530
-0%
清仓
PYPL
PAYPAL HLDGS INC
-$238.0K
0
-100%
增持
KMX
CARMAX INC
-$229.0K
41,302
+0%
减持
AMAT
APPLIED MATLS INC
-$229.0K
5,461
-1%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$228.0K
12,960
-1%
减持
MKL
MARKEL CORP
-$226.0K
1,162
-1%
增持
AMZN
AMAZON COM INC
-$223.0K
9,227
+2401%
减持
AEM
AGNICO EAGLE MINES LTD
-$216.0K
12,002
-4%
清仓
GD
GENERAL DYNAMICS CORP
-$211.0K
0
-100%
增持
ABNB
AIRBNB INC
-$203.0K
2,639
+3%
增持
TSLA
TESLA INC
-$192.0K
505
+2%
减持
ALGT
ALLEGIANT TRAVEL CO
-$154.0K
3,034
-1%
增持
NSC
NORFOLK SOUTHN CORP
-$152.0K
2,836
+1%
减持
TXN
TEXAS INSTRS INC
-$150.0K
4,876
-0%
减持
PAYX
PAYCHEX INC
-$141.0K
6,110
-0%
减持
MO
ALTRIA GROUP INC
-$133.0K
12,326
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$131.0K
3,913
-1%
增持
SBUX
STARBUCKS CORP
-$126.0K
8,645
+0%
减持
ABT
ABBOTT LABS
-$122.0K
3,618
-17%
减持
MRK
MERCK & CO INC
+$116.0K
14,202
-1%
减持
DEO
DIAGEO PLC
-$106.0K
3,464
-1%
减持
ECPG
ENCORE CAP GROUP INC
-$105.0K
19,072
-1%
减持
LOW
LOWES COS INC
-$104.0K
3,533
-1%
增持
—
UNILEVER PLC
+$103.0K
11,415
+24%
减持
FAST
FASTENAL CO
-$103.0K
10,414
-1%
增持
—
BARRICK GOLD CORP
-$101.0K
24,195
+12%
减持
ZTS
ZOETIS INC
-$99.0K
1,218
-25%
减持
ASTS
AST SPACEMOBILE INC
-$94.0K
24,680
-1%
减持
CDW
CDW CORP
-$93.0K
4,071
-1%
增持
CVX
CHEVRON CORP NEW
-$92.0K
5,225
+0%
减持
CINF
CINCINNATI FINL CORP
-$88.0K
5,082
-0%
建仓
SRNE
SORRENTO THERAPEUTICS INC
+$82.0K
40,911
增持
CRM
SALESFORCE INC
-$80.0K
1,997
+3%
减持
D
DOMINION ENERGY INC
-$76.0K
13,916
-0%
减持
PGR
PROGRESSIVE CORP
-$76.0K
48,271
-3%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$73.0K
4,351
-0%
增持
INTC
INTEL CORP
-$73.0K
6,141
+0%
减持
ENB
ENBRIDGE INC
-$72.0K
12,791
-4%
减持
L
LOEWS CORP
-$70.0K
9,903
-2%
增持
V
VISA INC
-$57.0K
2,801
+2%
增持
—
ACCENTURE PLC IRELAND
-$56.0K
1,102
+3%
增持
ADSK
AUTODESK INC
-$54.0K
1,537
+4%
减持
FIS
FIDELITY NATL INFORMATION SV
-$53.0K
5,935
-0%
增持
NOW
SERVICENOW INC
-$52.0K
718
+2%
增持
MA
MASTERCARD INCORPORATED
-$51.0K
1,625
+3%
减持
CTVA
CORTEVA INC
-$44.0K
7,275
-4%
增持
—
DUPONT DE NEMOURS INC
-$44.0K
7,947
+20%
减持
LLY
LILLY ELI & CO
+$42.0K
1,140
-0%
减持
TRV
TRAVELERS COMPANIES INC
-$40.0K
2,219
-2%
减持
—
AMERICAN WOODMARK CORPORATIO
-$38.0K
8,822
-1%
减持
EOG
EOG RES INC
-$38.0K
2,271
-6%
减持
APD
AIR PRODS & CHEMS INC
-$25.0K
2,417
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$25.0K
17,031
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$22.0K
820
+5%
减持
AMT
AMERICAN TOWER CORP NEW
+$22.0K
8,474
-1%
增持
—
MEDTRONIC PLC
-$21.0K
3,934
+17%
减持
—
ALLEGHANY CORP MD
-$15.0K
480
-2%
减持
—
DRIVE SHACK INC
-$13.0K
60,899
-2%
减持
PM
PHILIP MORRIS INTL INC
-$11.0K
4,238
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$10.0K
23,678
-1%
增持
—
EQUITY COMWLTH
-$9.0K
17,229
+1%
减持
PFE
PFIZER INC
+$8.0K
17,806
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$7.0K
1,350
+23%
增持
KO
COCA COLA CO
+$5.0K
4,046
+0%
减持
JNJ
JOHNSON & JOHNSON
-$1.0K
5,859
-0%