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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 103 项
建仓 6
增持 35
减持 61
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
SCHW
SCHWAB CHARLES CORP
+$1.9M
75,873
+26%
减持
FND
FLOOR & DECOR HLDGS INC
+$760.1K
40,906
-3%
减持
AXP
AMERICAN EXPRESS CO
+$741.8K
21,146
-2%
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
THO
THOR INDS INC
+$709.4K
35,497
-3%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$598.6K
25,218
-3%
增持
ASTS
AST SPACEMOBILE INC
+$587.1K
113,182
+351%
减持
MC
MOELIS & CO
+$582.8K
62,153
-3%
清仓
—
AMERICAN WOODMARK CORPORATIO
-$551.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$541.1K
8,483
+1%
减持
—
ARISTA NETWORKS INC
+$498.7K
11,526
-4%
减持
SGI
TEMPUR SEALY INTL INC
+$480.3K
79,329
-4%
减持
PGR
PROGRESSIVE CORP
+$475.9K
30,971
-3%
减持
BN
BROOKFIELD CORP
+$463.9K
97,384
-12%
增持
AMT
AMERICAN TOWER CORP NEW
+$450.2K
8,565
+1%
减持
AAPL
APPLE INC
+$418.0K
20,809
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$413.6K
1,372
-5%
减持
ADI
ANALOG DEVICES INC
+$362.3K
19,837
-3%
减持
NVR
NVR INC
+$357.8K
414
-3%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$357.0K
10,993
-54%
减持
GOOG
ALPHABET INC
+$313.9K
54,478
-2%
减持
AMZN
AMAZON COM INC
+$280.9K
12,528
-2%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$271.1K
19,631
-1%
增持
—
BLACKROCK INC
+$265.0K
1,572
+1%
减持
KMX
CARMAX INC
+$239.3K
42,787
-1%
建仓
WDAY
WORKDAY INC
+$235.8K
854
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$233.5K
2,735
建仓
NVO
NOVO-NORDISK A S
+$230.7K
2,230
增持
CCI
CROWN CASTLE INC
+$223.0K
7,657
+7%
减持
VXUS
VANGUARD STAR FDS
-$213.9K
9,582
-33%
减持
AMAT
APPLIED MATLS INC
+$212.7K
9,333
-1%
减持
—
AON PLC
-$209.1K
5,955
-1%
建仓
NKE
NIKE INC
+$208.7K
1,922
减持
BIL
SPDR SER TR
-$202.6K
4,551
-32%
增持
NSC
NORFOLK SOUTHN CORP
+$192.9K
4,575
+1%
增持
—
MEDTRONIC PLC
+$180.4K
7,949
+31%
减持
AEM
AGNICO EAGLE MINES LTD
+$166.3K
18,562
-1%
增持
NOW
SERVICENOW INC
+$159.3K
1,046
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$148.3K
26,265
+1%
增持
CRM
SALESFORCE INC
+$145.9K
2,391
+0%
增持
INTC
INTEL CORP
+$130.8K
6,765
+15%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$126.6K
5,320
-35%
增持
CVX
CHEVRON CORP NEW
-$110.9K
6,090
+1%
增持
ADBE
ADOBE INC
+$105.6K
1,177
+1%
减持
CDW
CDW CORP
+$101.1K
4,136
-1%
减持
FAST
FASTENAL CO
+$99.1K
10,273
-1%
增持
NU
NU HLDGS LTD
+$92.9K
62,500
+6%
增持
ENB
ENBRIDGE INC
+$89.3K
18,901
+6%
减持
DIS
DISNEY WALT CO
+$88.9K
10,059
-0%
减持
MRK
MERCK & CO INC
+$87.2K
15,207
-0%
减持
NVDA
NVIDIA CORPORATION
+$80.8K
1,579
-2%
减持
CSCO
CISCO SYS INC
-$79.5K
21,747
-1%
增持
V
VISA INC
+$76.1K
2,440
+0%
减持
NFLX
NETFLIX INC
+$73.0K
1,477
-14%
减持
MKL
MARKEL GROUP INC
-$70.8K
1,179
-1%
增持
LLY
ELI LILLY & CO
+$70.3K
1,241
+2%
建仓
—
HIMALAYA SHIPPING LTD
+$69.1K
10,220
增持
FNV
FRANCO NEV CORP
-$61.7K
2,895
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$61.5K
2,414
-1%
减持
EL
LAUDER ESTEE COS INC
-$61.0K
36,419
-2%
减持
L
LOEWS CORP
+$59.6K
11,808
-2%
增持
—
ACCENTURE PLC IRELAND
+$57.0K
1,253
+1%
增持
GD
GENERAL DYNAMICS CORP
+$57.0K
1,068
+7%
减持
IT
GARTNER INC
+$56.3K
664
-6%
减持
RH
RH
+$56.2K
2,199
-1%
减持
TXN
TEXAS INSTRS INC
+$53.7K
5,353
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$53.3K
1,469
-1%
建仓
RMCF
ROCKY MTN CHOCOLATE FACTORY
+$53.0K
11,530
减持
ECPG
ENCORE CAP GROUP INC
+$52.4K
19,354
-1%
减持
LOW
LOWES COS INC
+$51.0K
3,874
-1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$50.4K
3,833
+1%
减持
ADSK
AUTODESK INC
+$49.8K
1,604
-3%
增持
ABT
ABBOTT LABS
+$47.0K
3,533
+0%
增持
—
FLUENT INC
+$46.4K
106,290
+91%
增持
MA
MASTERCARD INCORPORATED
+$45.6K
1,400
+1%
减持
FIS
FIDELITY NATL INFORMATION SV
+$44.3K
10,233
-1%
增持
PAYX
PAYCHEX INC
+$38.2K
6,932
+2%
增持
ZTS
ZOETIS INC
+$34.4K
1,404
+1%
减持
APD
AIR PRODS & CHEMS INC
-$33.1K
2,650
-1%
减持
NOC
NORTHROP GRUMMAN CORP
+$32.5K
1,288
-1%
增持
KO
COCA COLA CO
+$29.4K
4,005
+9%
减持
CTVA
CORTEVA INC
-$29.4K
7,956
-1%
减持
SBUX
STARBUCKS CORP
+$27.9K
7,051
-1%
减持
VTI
VANGUARD INDEX FDS
+$25.3K
3,133
-7%
增持
CINF
CINCINNATI FINL CORP
+$23.9K
5,849
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.1K
18,183
-2%
减持
EOG
EOG RES INC
-$22.8K
3,256
-1%
增持
PYPL
PAYPAL HLDGS INC
+$20.6K
4,835
+2%
减持
GBIL
GOLDMAN SACHS ETF TR
-$20.2K
12,117
-1%
减持
CMCSA
COMCAST CORP NEW
-$19.3K
23,614
-1%
减持
—
UNILEVER PLC
-$18.9K
13,565
-1%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
+$18.4K
20,711
-1%
减持
D
DOMINION ENERGY INC
+$18.1K
9,320
-1%
减持
DEO
DIAGEO PLC
-$18.0K
3,809
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$17.3K
17,044
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$17.0K
609
+1%
减持
—
DUPONT DE NEMOURS INC
+$15.9K
9,531
-1%
增持
MO
ALTRIA GROUP INC
-$14.0K
14,326
+2%
减持
—
EQUITY COMWLTH
+$10.5K
23,386
-2%
增持
TSLA
TESLA INC
+$9.7K
1,617
+3%
减持
PM
PHILIP MORRIS INTL INC
+$7.5K
8,462
-1%
减持
UPS
UNITED PARCEL SERVICE INC
+$2.1K
4,288
-1%
减持
JNJ
JOHNSON & JOHNSON
+$943
6,615
-1%
增持
ABNB
AIRBNB INC
-$591
2,989
+1%
