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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 120 项
建仓 10
增持 85
减持 18
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
ANET
ARISTA NETWORKS INC
+$2.0M
25,464
建仓
IBP
INSTALLED BLDG PRODS INC
+$1.9M
11,139
减持
AXP
AMERICAN EXPRESS CO
-$1.7M
16,578
-20%
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。
建仓
BLK
BLACKROCK INC
+$1.6M
1,648
减持
GOOG
ALPHABET INC
-$1.5M
37,870
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
17,874
+0%
减持
AAPL
APPLE INC
-$1.2M
24,618
-8%
减持
MC
MOELIS & CO
-$1.1M
27,748
-24%
减持
PGR
PROGRESSIVE CORP
+$985.0K
25,059
-2%
减持
MRK
MERCK & CO INC
-$964.4K
3,151
-75%
增持
FISV
FISERV INC
+$889.4K
18,484
+19%
增持
—
AON PLC
+$690.5K
6,876
+20%
增持
BIL
SPDR SER TR
+$662.6K
19,754
+57%
清仓
VTI
VANGUARD INDEX FDS
-$593.7K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$516.0K
0
-100%
增持
FND
FLOOR & DECOR HLDGS INC
+$485.2K
47,910
+42%
减持
NOW
SERVICENOW INC
-$479.8K
709
-28%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$447.9K
28,728
+0%
建仓
GLW
CORNING INC
+$443.4K
9,686
建仓
HON
HONEYWELL INTL INC
+$415.5K
1,962
增持
NVDA
NVIDIA CORPORATION
-$414.9K
19,214
+3%
增持
MSFT
MICROSOFT CORP
-$411.0K
9,161
+0%
增持
FNV
FRANCO NEV CORP
+$379.1K
5,615
+31%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$354.8K
1,428
+0%
减持
DEO
DIAGEO PLC
-$354.7K
5,200
-27%
增持
PM
PHILIP MORRIS INTL INC
+$353.7K
8,880
+1%
减持
AEM
AGNICO EAGLE MINES LTD
-$351.7K
6,367
-52%
增持
SCHW
SCHWAB CHARLES CORP
+$346.4K
74,798
+0%
增持
RH
RH
-$335.8K
2,117
+0%
增持
THO
THOR INDS INC
-$320.8K
49,005
+16%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$316.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$314.9K
7,391
+17%
增持
AMT
AMERICAN TOWER CORP NEW
+$312.0K
7,791
+3%
增持
BKNG
BOOKING HOLDINGS INC
-$302.7K
961
+1%
增持
SBUX
STARBUCKS CORP
+$302.5K
9,683
+36%
增持
NVR
NVR INC
-$299.5K
338
+1%
减持
—
DUPONT DE NEMOURS INC
-$295.5K
3,493
-52%
增持
AMZN
AMAZON COM INC
-$289.0K
11,120
+1%
清仓
VXUS
VANGUARD STAR FDS
-$282.3K
0
-100%
减持
NFLX
NETFLIX INC
-$272.4K
506
-39%
清仓
NVO
NOVO-NORDISK A S
-$269.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$267.6K
1,885
+13%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$254.4K
13,699
+2%
建仓
INTC
INTEL CORP
+$247.0K
10,876
减持
SGI
TEMPUR SEALY INTL INC
+$245.1K
77,048
-0%
增持
WSC
WILLSCOT HLDGS CORP
-$237.9K
48,890
+2%
建仓
CME
CME GROUP INC
+$235.6K
888
建仓
KMB
KIMBERLY-CLARK CORP
+$234.1K
1,646
增持
HSY
HERSHEY CO
+$220.0K
2,926
+77%
清仓
APP
APPLOVIN CORP
-$213.1K
0
-100%
增持
BN
BROOKFIELD CORP
-$207.9K
42,149
+0%
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$206.9K
5,291
清仓
TSLA
TESLA INC
-$200.7K
0
-100%
建仓
UGI
UGI CORP NEW
+$200.4K
6,060
增持
ECPG
ENCORE CAP GROUP INC
-$198.4K
14,968
+0%
增持
ASTS
AST SPACEMOBILE INC
+$182.2K
108,759
+0%
减持
CSCO
CISCO SYS INC
-$180.2K
18,174
-17%
增持
NSC
NORFOLK SOUTHN CORP
+$167.4K
4,929
+16%
增持
MKL
MARKEL GROUP INC
+$166.0K
1,134
+0%
增持
D
DOMINION ENERGY INC
+$156.7K
12,679
+23%
增持
AMAT
APPLIED MATLS INC
-$155.1K
9,032
+0%
增持
CVX
CHEVRON CORP NEW
+$153.7K
6,130
+2%
增持
MO
ALTRIA GROUP INC
+$151.2K
15,362
+4%
增持
ADI
ANALOG DEVICES INC
-$140.5K
19,813
+2%
增持
ZTS
ZOETIS INC
+$137.2K
3,977
+25%
增持
V
VISA INC
+$129.8K
3,293
+2%
增持
DIS
DISNEY WALT CO
-$122.4K
9,791
+0%
增持
PAYX
PAYCHEX INC
+$119.0K
7,298
+2%
增持
ABT
ABBOTT LABS
+$116.7K
5,183
+3%
减持
IT
GARTNER INC
-$111.0K
502
-24%
增持
CCI
CROWN CASTLE INC
+$104.6K
4,843
+10%
增持
L
LOEWS CORP
+$99.5K
11,848
+1%
增持
—
MEDTRONIC PLC
+$94.2K
8,076
+2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$78.0K
15,732
+5%
增持
META
META PLATFORMS INC
+$77.3K
1,145
+15%
增持
—
UNILEVER PLC
+$75.9K
16,595
+3%
增持
T
AT&T INC
+$69.5K
11,124
+3%
增持
NOC
NORTHROP GRUMMAN CORP
+$67.0K
1,349
+2%
增持
CINF
CINCINNATI FINL CORP
+$66.4K
6,367
+5%
增持
ADBE
ADOBE INC
-$65.7K
1,235
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$65.0K
3,348
+32%
增持
CMCSA
COMCAST CORP NEW
+$63.5K
24,018
+10%
增持
KO
COCA COLA CO
+$62.9K
4,835
+6%
增持
FAST
FASTENAL CO
+$60.9K
9,000
+2%
增持
TRV
TRAVELERS COMPANIES INC
+$60.7K
2,369
+1%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$59.7K
10,565
+0%
增持
CTVA
CORTEVA INC
+$57.7K
8,286
+2%
增持
SHOP
SHOPIFY INC
-$55.9K
6,748
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$55.5K
2,264
+11%
增持
—
TE CONNECTIVITY PLC
+$55.2K
4,492
+11%
增持
CDW
CDW CORP
-$54.0K
4,004
+0%
减持
GOOGL
ALPHABET INC
-$51.7K
1,442
-1%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$50.7K
17,808
-2%
增持
—
ACCENTURE PLC IRELAND
-$50.1K
1,456
+2%
增持
KMX
CARMAX INC
-$49.1K
14,103
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$47.5K
17,056
+0%
增持
TXN
TEXAS INSTRS INC
+$46.5K
5,421
+10%
减持
QQQ
INVESCO QQQ TR
-$46.0K
459
-10%
增持
LOW
LOWES COS INC
-$43.7K
3,910
+1%
增持
ENB
ENBRIDGE INC
+$43.5K
19,206
+1%
增持
MA
MASTERCARD INCORPORATED
+$42.3K
1,595
+1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$36.9K
10,242
+14%
增持
APD
AIR PRODS & CHEMS INC
+$34.3K
3,879
+1%
增持
EOG
EOG RES INC
+$33.9K
4,046
+2%
增持
ABNB
AIRBNB INC
-$33.8K
3,524
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$32.1K
7,007
-20%
增持
WDAY
WORKDAY INC
-$29.0K
1,658
+3%
增持
GD
GENERAL DYNAMICS CORP
+$28.6K
1,238
+6%
增持
PAYC
PAYCOM SOFTWARE INC
+$28.6K
1,238
+5%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$24.4K
5,616
+2%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$22.6K
3,863
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$22.5K
4,363
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$21.8K
848
+2%
增持
ET
ENERGY TRANSFER L P
-$18.5K
18,632
+0%
增持
NU
NU HLDGS LTD
+$17.6K
69,500
+4%
增持
ORCL
ORACLE CORP
+$16.6K
5,896
+22%
增持
MSCI
MSCI INC
-$15.8K
824
+3%
增持
MTB
M & T BK CORP
+$6.9K
1,646
+8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.0K
1,140
+4%
增持
SHEN
SHENANDOAH TELECOMMUNICATION
-$381
19,925
+0%
