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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 123 项
建仓 10
增持 37
减持 71
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
ASTS
AST SPACEMOBILE INC
+$2.5M
106,776
-2%
减持
GOOG
ALPHABET INC
-$1.9M
22,490
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
16,776
-6%
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
IBP
INSTALLED BLDG PRODS INC
+$1.3M
17,545
+58%
减持
MSFT
MICROSOFT CORP
+$1.1M
9,087
-1%
增持
THO
THOR INDS INC
+$1.1M
53,681
+10%
减持
BKNG
BOOKING HOLDINGS INC
+$1.0M
944
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
19,550
+2%
减持
SCHW
SCHWAB CHARLES CORP
+$833.3K
73,307
-2%
减持
AXP
AMERICAN EXPRESS CO
+$761.4K
16,370
-1%
减持
AAPL
APPLE INC
-$714.1K
23,172
-6%
减持
ADI
ANALOG DEVICES INC
+$651.7K
19,525
-1%
减持
PGR
PROGRESSIVE CORP
-$556.3K
24,491
-2%
减持
ANET
ARISTA NETWORKS INC
+$546.4K
24,625
-3%
增持
ORCL
ORACLE CORP
+$517.9K
6,139
+4%
增持
GLW
CORNING INC
+$488.5K
17,720
+83%
清仓
UPS
UNITED PARCEL SERVICE INC
-$479.9K
0
-100%
建仓
—
CHUBB LIMITED
+$465.9K
1,608
减持
SGI
SOMNIGROUP INTERNATIONAL INC
+$446.0K
74,351
-4%
清仓
UNH
UNITEDHEALTH GROUP INC
-$444.2K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$423.3K
3,175
减持
CMCSA
COMCAST CORP NEW
-$404.1K
13,510
-44%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$401.7K
28,202
-2%
减持
EL
LAUDER ESTEE COS INC
+$362.8K
31,459
-5%
减持
BN
BROOKFIELD CORP
+$351.0K
41,391
-2%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
+$335.0K
17,507
-2%
增持
NSC
NORFOLK SOUTHN CORP
+$333.3K
5,863
+19%
建仓
IDXX
IDEXX LABS INC
+$328.8K
613
建仓
SYY
SYSCO CORP
+$328.7K
4,340
减持
—
AON PLC
-$327.1K
6,775
-1%
减持
AMAT
APPLIED MATLS INC
+$312.7K
8,868
-2%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$299.8K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$260.9K
0
-100%
增持
FND
FLOOR & DECOR HLDGS INC
+$254.8K
54,109
+13%
增持
NOW
SERVICENOW INC
+$246.7K
789
+11%
建仓
HAS
HASBRO INC
+$246.2K
3,335
建仓
CSGP
COSTAR GROUP INC
+$241.8K
3,007
建仓
SPY
SPDR S&P 500 ETF TR
+$239.4K
388
增持
D
DOMINION ENERGY INC
+$237.2K
16,774
+32%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$236.7K
1,045
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$232.3K
926
减持
DIS
DISNEY WALT CO
+$229.1K
9,640
-2%
清仓
IT
GARTNER INC
-$210.7K
0
-100%
减持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$209.1K
13,559
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$208.6K
3,416
+2%
减持
NFLX
NETFLIX INC
+$195.0K
498
-2%
增持
APD
AIR PRODS & CHEMS INC
+$186.5K
4,717
+22%
减持
DEO
DIAGEO PLC
-$168.7K
3,731
-28%
减持
KMX
CARMAX INC
-$166.8K
13,869
-2%
减持
BLK
BLACKROCK INC
+$158.9K
1,638
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$147.6K
21,060
+1375%
减持
SHOP
SHOPIFY INC
+$131.0K
6,721
-0%
减持
TXN
TEXAS INSTRS INC
+$125.4K
5,296
-2%
增持
CTVA
CORTEVA INC
+$116.7K
8,562
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$116.4K
1,112
-2%
增持
SBUX
STARBUCKS CORP
+$111.8K
11,586
+20%
增持
ADBE
ADOBE INC
+$110.9K
1,511
+22%
减持
CSCO
CISCO SYS INC
+$109.7K
17,746
-2%
减持
—
TE CONNECTIVITY PLC
+$109.5K
4,413
-2%
减持
MKL
MARKEL GROUP INC
+$104.9K
1,114
-2%
增持
FISV
FISERV INC
+$104.6K
24,282
+31%
减持
RH
RH
-$103.5K
2,078
-2%
增持
CVX
CHEVRON CORP NEW
+$95.7K
7,830
+28%
减持
MC
MOELIS & CO
+$91.3K
27,450
-1%
减持
BIL
SPDR SERIES TRUST
-$89.7K
18,776
-5%
增持
JNJ
JOHNSON & JOHNSON
-$87.4K
7,452
+1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$84.0K
14,898
-5%
增持
LLY
ELI LILLY & CO
-$83.5K
1,890
+0%
减持
PAYX
PAYCHEX INC
-$71.2K
7,251
-1%
减持
META
META PLATFORMS INC
+$70.8K
990
-14%
减持
PM
PHILIP MORRIS INTL INC
-$65.0K
7,382
-17%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$61.6K
10,374
-2%
减持
CDW
CDW CORP
+$60.4K
3,931
-2%
减持
LOW
LOWES COS INC
-$59.5K
3,842
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
+$56.6K
10,090
-1%
减持
ECPG
ENCORE CAP GROUP INC
+$55.9K
14,698
-2%
增持
QQQ
INVESCO QQQ TR
+$55.6K
491
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$53.3K
17,058
+0%
减持
AEM
AGNICO EAGLE MINES LTD
+$51.8K
6,239
-2%
增持
FAST
FASTENAL CO
+$41.9K
17,615
+96%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$39.3K
5,554
+5%
减持
HON
HONEYWELL INTL INC
+$38.2K
1,948
-1%
减持
ABNB
AIRBNB INC
+$37.8K
3,467
-2%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$36.9K
5,621
+0%
建仓
—
REDCLOUD HLDGS PLC
+$36.9K
12,285
增持
GD
GENERAL DYNAMICS CORP
+$34.1K
1,274
+3%
增持
MTB
M & T BK CORP
+$33.2K
1,688
+3%
增持
EOG
EOG RES INC
-$31.7K
4,073
+1%
减持
WSC
WILLSCOT HLDGS CORP
-$31.1K
48,470
-1%
减持
ENB
ENBRIDGE INC
-$30.6K
18,103
-6%
增持
ZTS
ZOETIS INC
-$30.2K
4,005
+1%
减持
FNV
FRANCO NEV CORP
+$27.5K
5,565
-1%
减持
MO
ALTRIA GROUP INC
-$27.4K
15,258
-1%
减持
—
ACCENTURE PLC IRELAND
-$26.6K
1,431
-2%
减持
NOC
NORTHROP GRUMMAN CORP
-$26.2K
1,329
-1%
减持
GOOGL
ALPHABET INC
+$25.0K
1,407
-2%
减持
AMZN
AMAZON COM INC
-$24.7K
9,531
-14%
增持
MRK
MERCK & CO INC
-$24.0K
3,270
+4%
减持
—
MEDTRONIC PLC
-$23.9K
8,051
-0%
减持
UGI
UGI CORP NEW
+$18.8K
6,020
-1%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
+$16.8K
19,565
-2%
减持
HSY
HERSHEY CO
-$16.5K
2,916
-0%
增持
V
VISA INC
+$16.2K
3,296
+0%
减持
CCI
CROWN CASTLE INC
-$15.9K
4,759
-2%
减持
MA
MASTERCARD INCORPORATED
+$15.9K
1,584
-1%
增持
T
AT&T INC
+$15.5K
11,405
+3%
减持
L
LOEWS CORP
-$15.3K
11,713
-1%
减持
PAYC
PAYCOM SOFTWARE INC
+$14.8K
1,233
-0%
增持
KMB
KIMBERLY-CLARK CORP
-$13.4K
1,712
+4%
减持
—
UNILEVER PLC
+$11.3K
16,340
-2%
减持
AMT
AMERICAN TOWER CORP NEW
+$11.2K
7,721
-1%
减持
NVR
NVR INC
+$10.8K
333
-1%
减持
WDAY
WORKDAY INC
+$10.0K
1,655
-0%
增持
ET
ENERGY TRANSFER L P
-$8.4K
18,640
+0%
增持
INTC
INTEL CORP
+$8.4K
11,401
+5%
减持
ABT
ABBOTT LABS
+$7.9K
5,113
-1%
减持
CME
CME GROUP INC
+$6.4K
878
-1%
减持
MSCI
MSCI INC
+$6.4K
819
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$6.3K
7,200
+3%
减持
TRV
TRAVELERS COMPANIES INC
-$5.5K
2,321
-2%
减持
CINF
CINCINNATI FINL CORP
+$4.4K
6,345
-0%
增持
KO
COCA COLA CO
+$3.8K
4,948
+2%
增持
DUK
DUKE ENERGY CORP NEW
-$611
2,335
+3%
