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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 106 项
建仓 7
增持 33
减持 63
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
KMX
CARMAX INC
-$2.5M
16,448
-61%
建仓
ABG
ASBURY AUTOMOTIVE GROUP INC
+$2.4M
10,454
建仓
WSC
WILLSCOT MOBIL MINI HLDNG CO
+$1.8M
47,345
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
EL
LAUDER ESTEE COS INC
-$1.6M
33,016
-1%
增持
AAPL
APPLE INC
+$1.5M
23,938
+15%
减持
FND
FLOOR & DECOR HLDGS INC
-$1.1M
33,821
-1%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$1.0M
18,107
-27%
减持
ASTS
AST SPACEMOBILE INC
+$955.6K
110,415
-2%
减持
THO
THOR INDS INC
-$860.3K
34,932
-1%
增持
NVDA
NVIDIA CORPORATION
+$846.5K
18,620
+1057%
减持
SGI
TEMPUR SEALY INTL INC
-$826.4K
76,685
-2%
减持
GOOG
ALPHABET INC
+$780.3K
40,194
-7%
减持
ADI
ANALOG DEVICES INC
+$543.0K
19,464
-1%
减持
—
ARISTA NETWORKS INC
-$420.9K
6,104
-31%
清仓
ADSK
AUTODESK INC
-$394.5K
0
-100%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$363.0K
29,011
+49%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$351.8K
17,853
-1%
增持
APD
AIR PRODS & CHEMS INC
+$327.5K
3,757
+42%
增持
AXP
AMERICAN EXPRESS CO
+$306.0K
21,889
+5%
减持
BKNG
BOOKING HOLDINGS INC
+$303.2K
1,322
-3%
建仓
SHOP
SHOPIFY INC
+$291.8K
4,418
清仓
TSLA
TESLA INC
-$287.8K
0
-100%
减持
—
AON PLC
-$272.9K
5,793
-2%
减持
NVR
NVR INC
-$270.9K
403
-2%
建仓
GOOGL
ALPHABET INC
+$261.2K
1,434
减持
DIS
DISNEY WALT CO
-$242.5K
9,881
-1%
减持
RH
RH
-$236.9K
2,141
-2%
建仓
MSCI
MSCI INC
+$236.5K
491
减持
FAST
FASTENAL CO
-$235.6K
8,846
-14%
减持
AMAT
APPLIED MATLS INC
+$232.8K
9,110
-2%
减持
NFLX
NETFLIX INC
-$208.3K
792
-35%
减持
NSC
NORFOLK SOUTHN CORP
-$189.2K
4,551
-1%
增持
LLY
ELI LILLY & CO
+$176.7K
1,344
+1%
减持
CDW
CDW CORP
-$143.9K
4,049
-1%
减持
PGR
PROGRESSIVE CORP
-$140.5K
29,890
-3%
减持
LOW
LOWES COS INC
-$139.1K
3,843
-1%
减持
AMZN
AMAZON COM INC
+$139.0K
12,550
-1%
建仓
—
NEW YORK CMNTY BANCORP INC
+$138.6K
43,030
减持
MSFT
MICROSOFT CORP
+$133.4K
8,646
-3%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$131.9K
1,439
-2%
减持
JNJ
JOHNSON & JOHNSON
-$118.3K
6,361
-4%
增持
MRK
MERCK & CO INC
-$112.5K
15,364
+1%
减持
TXN
TEXAS INSTRS INC
+$104.2K
5,325
-0%
增持
PM
PHILIP MORRIS INTL INC
+$102.2K
8,669
+2%
减持
SBUX
STARBUCKS CORP
-$95.8K
7,040
-0%
增持
CMCSA
COMCAST CORP NEW
-$92.7K
23,750
+1%
减持
INTC
INTEL CORP
-$91.8K
6,684
-1%
增持
CRM
SALESFORCE INC
-$91.0K
2,427
+2%
减持
ECPG
ENCORE CAP GROUP INC
-$90.9K
18,820
-2%
减持
DEO
DIAGEO PLC
-$88.2K
3,793
-0%
减持
AEM
AGNICO EAGLE MINES LTD
+$79.6K
18,147
-2%
减持
—
BLACKROCK INC
-$79.2K
1,563
-1%
减持
—
MEDTRONIC PLC
-$76.9K
7,824
-2%
减持
TRV
TRAVELERS COMPANIES INC
-$71.4K
2,364
-1%
增持
NVO
NOVO-NORDISK A S
+$69.3K
2,866
+8%
增持
BIL
SPDR SER TR
+$68.9K
5,303
+17%
建仓
FLNT
FLUENT INC
+$68.6K
19,003
增持
UNH
UNITEDHEALTH GROUP INC
+$67.1K
1,009
+12%
减持
—
UNILEVER PLC
+$66.6K
16,065
-1%
减持
CCI
CROWN CASTLE INC
-$66.3K
7,607
-1%
增持
ADBE
ADOBE INC
+$64.4K
859
+5%
减持
MC
MOELIS & CO
-$62.9K
60,450
-2%
减持
L
LOEWS CORP
-$61.4K
11,548
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$54.8K
8,338
-2%
清仓
—
FLUENT INC
-$54.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$53.0K
702
+12%
增持
NOW
SERVICENOW INC
+$52.5K
907
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$52.2K
4,281
-0%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$51.6K
10,688
-2%
增持
NOC
NORTHROP GRUMMAN CORP
-$51.2K
1,300
+1%
减持
BN
BROOKFIELD CORP
-$50.8K
42,622
-2%
减持
CVX
CHEVRON CORP NEW
-$44.8K
5,858
-4%
减持
CINF
CINCINNATI FINL CORP
-$41.6K
5,792
-1%
增持
ZTS
ZOETIS INC
+$41.1K
2,157
+10%
减持
PAYX
PAYCHEX INC
-$38.1K
6,852
-1%
减持
—
DUPONT DE NEMOURS INC
+$33.3K
9,516
-0%
增持
V
VISA INC
+$33.0K
3,036
+11%
增持
—
ACCENTURE PLC IRELAND
-$30.8K
1,347
+6%
减持
META
META PLATFORMS INC
-$29.4K
1,134
-8%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
-$28.2K
20,149
-2%
增持
WDAY
WORKDAY INC
-$27.4K
935
+8%
增持
CSCO
CISCO SYS INC
-$26.5K
22,294
+2%
减持
MO
ALTRIA GROUP INC
+$25.7K
14,295
-0%
增持
MA
MASTERCARD INCORPORATED
-$25.7K
1,493
+5%
减持
MKL
MARKEL GROUP INC
+$25.6K
1,147
-2%
增持
CTVA
CORTEVA INC
-$25.1K
8,010
+1%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$22.5K
3,698
-4%
减持
GBIL
GOLDMAN SACHS ETF TR
-$22.3K
11,992
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$20.8K
2,666
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$20.3K
1,094
+9%
减持
ENB
ENBRIDGE INC
-$20.2K
18,601
-1%
增持
ABT
ABBOTT LABS
+$19.5K
4,710
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
-$18.4K
26,159
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$18.2K
74,299
-2%
减持
EOG
EOG RES INC
-$17.2K
3,871
-2%
增持
NKE
NIKE INC
-$17.0K
3,209
+17%
增持
KO
COCA COLA CO
+$10.1K
4,008
+0%
增持
ET
ENERGY TRANSFER L P
+$9.2K
18,609
+0%
增持
IT
GARTNER INC
-$9.2K
645
+3%
减持
FIS
FIDELITY NATL INFORMATION SV
+$8.4K
10,177
-0%
增持
ABNB
AIRBNB INC
-$7.3K
3,247
+7%
减持
—
EQUITY COMWLTH
+$5.4K
23,040
-1%
减持
FNV
FRANCO NEV CORP
-$3.6K
2,880
-1%
减持
D
DOMINION ENERGY INC
-$3.4K
9,277
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$3.3K
17,049
+0%
减持
GD
GENERAL DYNAMICS CORP
+$1.8K
1,046
-2%