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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 112 项
建仓 8
增持 46
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
ARISTA NETWORKS INC
-$2.4M
0
-100%
清仓
—
BLACKROCK INC
-$1.5M
0
-100%
减持
GOOG
ALPHABET INC
+$896.0K
39,115
-0%
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
FND
FLOOR & DECOR HLDGS INC
-$884.3K
33,803
-1%
减持
BKNG
BOOKING HOLDINGS INC
-$838.5K
952
-28%
减持
SCHW
SCHWAB CHARLES CORP
+$659.8K
74,433
-1%
减持
ASTS
AST SPACEMOBILE INC
-$589.5K
108,577
-1%
减持
AMT
AMERICAN TOWER CORP NEW
-$584.9K
7,542
-11%
建仓
—
TE CONNECTIVITY PLC
+$579.6K
4,054
减持
NVR
NVR INC
-$568.3K
336
-1%
减持
MC
MOELIS & CO
-$561.9K
36,559
-23%
减持
MRK
MERCK & CO INC
-$504.5K
12,537
-19%
减持
AXP
AMERICAN EXPRESS CO
+$484.5K
20,662
-1%
增持
AAPL
APPLE INC
+$474.7K
26,731
+0%
清仓
—
EQUITY COMWLTH
-$458.5K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$428.8K
5,485
减持
PGR
PROGRESSIVE CORP
-$395.7K
25,487
-1%
减持
FISV
FISERV INC
+$391.5K
15,541
-0%
减持
CCI
CROWN CASTLE INC
-$387.7K
4,409
-34%
减持
AMAT
APPLIED MATLS INC
-$371.5K
9,013
-1%
增持
DEO
DIAGEO PLC
+$366.1K
7,076
+86%
减持
ADI
ANALOG DEVICES INC
-$357.0K
19,468
-0%
增持
NVDA
NVIDIA CORPORATION
+$335.4K
18,596
+4%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$316.7K
1,506
增持
BIL
SPDR SER TR
+$299.8K
12,572
+36%
清仓
IGM
ISHARES TR
-$287.8K
0
-100%
建仓
HSY
HERSHEY CO
+$280.4K
1,656
减持
VZ
VERIZON COMMUNICATIONS INC
-$258.5K
8,751
-35%
清仓
XLE
SELECT SECTOR SPDR TR
-$244.7K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$241.9K
1,180
增持
ORCL
ORACLE CORP
+$226.1K
4,847
+42%
减持
CDW
CDW CORP
-$218.4K
3,997
-1%
建仓
APP
APPLOVIN CORP
+$213.1K
658
减持
UNH
UNITEDHEALTH GROUP INC
-$202.6K
835
-22%
减持
WSC
WILLSCOT HLDGS CORP
-$201.3K
47,745
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$201.3K
17,825
-1%
建仓
TSLA
TESLA INC
+$200.7K
497
增持
SHOP
SHOPIFY INC
+$187.3K
6,585
+3%
减持
TXN
TEXAS INSTRS INC
-$178.0K
4,947
-8%
增持
MSFT
MICROSOFT CORP
+$177.4K
9,134
+7%
减持
ECPG
ENCORE CAP GROUP INC
-$176.0K
14,894
-21%
减持
CMCSA
COMCAST CORP NEW
-$173.6K
21,923
-8%
减持
NSC
NORFOLK SOUTHN CORP
-$168.4K
4,261
-9%
增持
NFLX
NETFLIX INC
+$164.8K
835
+2%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$160.8K
18,110
-1%
减持
MKL
MARKEL GROUP INC
+$159.6K
1,132
-1%
减持
BN
BROOKFIELD CORP
+$157.5K
42,071
-1%
增持
THO
THOR INDS INC
+$153.5K
42,168
+19%
增持
V
VISA INC
+$151.0K
3,241
+2%
增持
FNV
FRANCO NEV CORP
+$147.8K
4,300
+49%
减持
SGI
TEMPUR SEALY INTL INC
+$146.6K
77,060
-0%
减持
JNJ
JOHNSON & JOHNSON
-$142.4K
6,298
-3%
减持
DIS
DISNEY WALT CO
+$140.2K
9,777
-1%
减持
—
UNILEVER PLC
-$136.8K
16,090
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$128.0K
1,100
-3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$127.9K
9,013
-12%
减持
CSCO
CISCO SYS INC
+$124.8K
21,989
-1%
减持
KMX
CARMAX INC
-$121.4K
14,041
-14%
减持
RH
RH
+$117.7K
2,114
-1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$108.4K
2,542
-15%
增持
NVO
NOVO-NORDISK A S
-$95.3K
3,133
+2%
增持
LOW
LOWES COS INC
-$90.4K
3,872
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$83.6K
3,984
-7%
减持
—
MEDTRONIC PLC
-$81.9K
7,906
-0%
增持
ZTS
ZOETIS INC
+$80.2K
3,177
+42%
增持
NOC
NORTHROP GRUMMAN CORP
-$73.9K
1,329
+1%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$73.0K
3,813
+1%
增持
ADBE
ADOBE INC
-$72.1K
1,213
+3%
增持
L
LOEWS CORP
+$69.5K
11,683
+0%
增持
MA
MASTERCARD INCORPORATED
+$68.6K
1,580
+2%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$67.4K
10,547
-1%
减持
META
META PLATFORMS INC
-$66.6K
995
-12%
增持
ET
ENERGY TRANSFER L P
+$66.1K
18,625
+0%
增持
LLY
ELI LILLY & CO
+$58.6K
1,670
+20%
建仓
—
BORR DRILLING LTD
+$58.6K
15,020
减持
—
AON PLC
+$54.9K
5,718
-1%
增持
MTB
M & T BK CORP
+$51.8K
1,528
+16%
减持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$49.4K
13,495
-0%
增持
PAYX
PAYCHEX INC
+$49.3K
7,181
+1%
增持
CINF
CINCINNATI FINL CORP
+$48.8K
6,083
+0%
增持
SBUX
STARBUCKS CORP
-$42.1K
7,094
+0%
增持
GD
GENERAL DYNAMICS CORP
-$40.8K
1,172
+1%
增持
ENB
ENBRIDGE INC
+$39.3K
19,031
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$38.4K
17,054
+0%
增持
KO
COCA COLA CO
-$37.9K
4,551
+2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$35.0K
1,426
-1%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
-$32.8K
19,892
-1%
增持
WDAY
WORKDAY INC
+$31.7K
1,613
+3%
减持
GOOGL
ALPHABET INC
+$29.1K
1,451
-2%
增持
AEM
AGNICO EAGLE MINES LTD
-$27.7K
13,322
+0%
增持
ABNB
AIRBNB INC
+$26.6K
3,461
+2%
增持
MSCI
MSCI INC
+$26.5K
803
+3%
减持
NOW
SERVICENOW INC
+$26.4K
985
-13%
增持
—
HIMALAYA SHIPPING LTD
-$25.1K
13,045
+28%
增持
MO
ALTRIA GROUP INC
+$21.1K
14,741
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$19.1K
881
+2%
增持
APD
AIR PRODS & CHEMS INC
-$16.4K
3,826
+1%
增持
D
DOMINION ENERGY INC
+$15.8K
10,290
+10%
减持
CTVA
CORTEVA INC
-$15.2K
8,141
-0%
减持
AMZN
AMAZON COM INC
+$14.7K
10,961
-15%
增持
IT
GARTNER INC
-$12.8K
664
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$12.4K
2,349
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$12.0K
2,048
+1%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$10.9K
28,665
-1%
增持
ABT
ABBOTT LABS
+$10.7K
5,047
+3%
增持
GBIL
GOLDMAN SACHS ETF TR
+$9.5K
14,992
+1%
增持
—
ACCENTURE PLC IRELAND
+$9.2K
1,434
+2%
增持
CVX
CHEVRON CORP NEW
-$8.7K
6,019
+1%
减持
T
AT&T INC
+$4.2K
10,765
-2%
增持
PM
PHILIP MORRIS INTL INC
-$3.5K
8,773
+1%
减持
FAST
FASTENAL CO
+$2.6K
8,859
-0%
增持
EOG
EOG RES INC
+$2.3K
3,956
+1%
