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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 131 项
建仓 11
增持 53
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$1.5M
2,543
-86%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
23,385
+20%
减持
GOOG
ALPHABET INC
+$1.2M
21,456
-5%
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
AXP
AMERICAN EXPRESS CO
-$1.2M
12,018
-27%
减持
IBP
INSTALLED BLDG PRODS INC
+$1.1M
17,446
-1%
建仓
AVGO
BROADCOM INC
+$995.7K
3,018
减持
AAPL
APPLE INC
+$791.3K
21,779
-6%
减持
THO
THOR INDS INC
+$753.1K
53,241
-1%
建仓
OKE
ONEOK INC NEW
+$676.8K
9,275
增持
GLW
CORNING INC
+$572.9K
18,345
+4%
建仓
APP
APPLOVIN CORP
+$572.7K
797
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$570.3K
11,599
-34%
清仓
ECPG
ENCORE CAP GROUP INC
-$569.0K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$559.5K
24,200
-1%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$491.8K
5,541
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$450.9K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$427.5K
933
-1%
减持
ANET
ARISTA NETWORKS INC
+$376.0K
19,871
-19%
减持
KMX
CARMAX INC
-$338.7K
13,225
-5%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$329.0K
26,873
-5%
建仓
SNPS
SYNOPSYS INC
+$322.7K
654
增持
NSC
NORFOLK SOUTHN CORP
+$321.8K
6,067
+3%
减持
FNV
FRANCO NEV CORP
+$321.6K
5,535
-1%
增持
JNJ
JOHNSON & JOHNSON
+$319.9K
7,864
+6%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$311.2K
20,493
-3%
增持
AEM
AGNICO EAGLE MINES LTD
+$310.5K
6,244
+0%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$298.1K
3,053
增持
WSC
WILLSCOT HLDGS CORP
-$289.5K
49,200
+2%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$288.8K
3,312
-3%
建仓
INTU
INTUIT
+$258.1K
378
增持
MC
MOELIS & CO
+$254.2K
27,550
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$251.8K
7,564
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$247.0K
2,521
增持
MSFT
MICROSOFT CORP
+$245.7K
9,201
+1%
建仓
IEX
IDEX CORP
+$241.7K
1,485
增持
INTC
INTEL CORP
+$240.0K
14,765
+30%
减持
V
VISA INC
-$231.8K
2,749
-17%
减持
NFLX
NETFLIX INC
-$231.7K
363
-27%
减持
—
TE CONNECTIVITY PLC
+$221.4K
4,399
-0%
减持
SCHW
SCHWAB CHARLES CORP
+$218.6K
72,349
-1%
建仓
IWF
ISHARES TR
+$216.9K
463
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$213.8K
16,635
-1%
减持
EL
LAUDER ESTEE COS INC
+$204.9K
31,171
-1%
减持
ADBE
ADOBE INC
-$201.8K
1,085
-28%
减持
NVR
NVR INC
+$192.0K
330
-1%
减持
BN
BROOKFIELD CORP
+$185.4K
40,032
-3%
减持
AMZN
AMAZON COM INC
-$182.9K
8,690
-9%
减持
BLK
BLACKROCK INC
+$182.9K
1,631
-0%
增持
MO
ALTRIA GROUP INC
+$173.0K
16,161
+6%
减持
MKL
MARKEL GROUP INC
-$170.3K
1,075
-4%
减持
ABNB
AIRBNB INC
-$165.1K
2,419
-30%
减持
GBIL
GOLDMAN SACHS ETF TR
-$160.9K
13,281
-11%
减持
FIS
FIDELITY NATL INFORMATION SV
-$158.3K
10,057
-0%
增持
CVX
CHEVRON CORP NEW
+$154.2K
8,213
+5%
减持
PM
PHILIP MORRIS INTL INC
-$151.5K
7,355
-0%
减持
NOC
NORTHROP GRUMMAN CORP
+$141.7K
1,323
-0%
减持
FND
FLOOR & DECOR HLDGS INC
-$140.0K
53,869
-0%
减持
ORCL
ORACLE CORP
+$137.4K
5,261
-14%
减持
WDAY
WORKDAY INC
-$137.0K
1,081
-35%
减持
DIS
DISNEY WALT CO
-$136.0K
9,253
-4%
增持
FISV
FISERV INC
-$135.0K
31,424
+29%
增持
CINF
CINCINNATI FINL CORP
+$133.8K
6,823
+8%
减持
TXN
TEXAS INSTRS INC
-$130.6K
5,274
-0%
增持
GD
GENERAL DYNAMICS CORP
+$127.0K
1,462
+15%
减持
ADI
ANALOG DEVICES INC
+$124.9K
19,423
-1%
减持
AMAT
APPLIED MATLS INC
+$122.4K
8,527
-4%
减持
FAST
FASTENAL CO
+$120.5K
17,544
-0%
减持
SHOP
SHOPIFY INC
+$114.0K
5,984
-11%
减持
ABT
ABBOTT LABS
-$113.2K
4,347
-15%
减持
LOW
LOWES COS INC
+$108.8K
3,825
-0%
减持
CDW
CDW CORP
-$106.0K
3,742
-5%
增持
L
LOEWS CORP
+$105.8K
11,748
+0%
减持
ASTS
AST SPACEMOBILE INC
+$100.1K
103,703
-3%
增持
IDXX
IDEXX LABS INC
+$92.3K
659
+8%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$88.4K
13,593
+0%
增持
PAYX
PAYCHEX INC
-$83.2K
7,664
+6%
减持
GOOGL
ALPHABET INC
+$82.9K
1,361
-3%
增持
MRK
MERCK & CO INC
+$78.2K
4,016
+23%
清仓
—
HIMALAYA SHIPPING LTD
-$75.3K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$74.2K
2,826
+21%
减持
D
DOMINION ENERGY INC
+$73.9K
16,707
-0%
减持
LLY
ELI LILLY & CO
-$73.2K
1,835
-3%
减持
—
AON PLC
-$69.3K
6,584
-3%
增持
MTB
M & T BK CORP
+$69.0K
2,006
+19%
增持
—
MEDTRONIC PLC
+$68.4K
8,087
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$67.6K
8,627
+20%
增持
HAS
HASBRO INC
+$67.4K
4,134
+24%
增持
HSY
HERSHEY CO
+$65.3K
2,936
+1%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$64.7K
59,230
-20%
减持
CTVA
CORTEVA INC
-$63.7K
8,493
-1%
减持
APD
AIR PRODS & CHEMS INC
-$59.3K
4,661
-1%
增持
—
ACCENTURE PLC IRELAND
-$57.8K
1,500
+5%
增持
SBUX
STARBUCKS CORP
-$55.1K
11,897
+3%
增持
T
AT&T INC
+$53.6K
13,585
+19%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$51.8K
6,867
+24%
增持
KMB
KIMBERLY-CLARK CORP
+$49.7K
2,175
+27%
增持
CMCSA
COMCAST CORP NEW
-$49.2K
13,780
+2%
清仓
—
SAFE BULKERS INC
-$47.6K
0
-100%
增持
—
BORR DRILLING LTD
+$45.7K
27,220
+81%
减持
CSCO
CISCO SYS INC
-$45.5K
17,330
-2%
减持
ENB
ENBRIDGE INC
+$45.0K
17,150
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$44.3K
1,006
-4%
增持
HON
HONEYWELL INTL INC
-$40.2K
1,964
+1%
增持
CSGP
COSTAR GROUP INC
+$38.3K
3,319
+10%
增持
KO
COCA COLA CO
+$36.6K
5,830
+18%
增持
SYY
SYSCO CORP
+$32.8K
4,390
+1%
增持
NOW
SERVICENOW INC
-$32.6K
846
+7%
减持
CCI
CROWN CASTLE INC
-$32.0K
4,735
-1%
增持
EOG
EOG RES INC
-$29.6K
4,081
+0%
建仓
LOOP
LOOP INDS INC
+$28.5K
19,280
增持
—
UNILEVER PLC
-$28.5K
16,380
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$28.5K
2,326
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$24.7K
397
+2%
减持
MA
MASTERCARD INCORPORATED
-$23.2K
1,524
-4%
减持
DEO
DIAGEO PLC
-$22.1K
3,711
-1%
增持
MSCI
MSCI INC
+$19.6K
867
+6%
增持
ET
ENERGY TRANSFER L P
-$17.9K
18,648
+0%
增持
UGI
UGI CORP NEW
-$17.7K
6,060
+1%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
-$17.3K
18,629
-5%
增持
RMCF
ROCKY MTN CHOCOLATE FACTORY
+$15.8K
23,567
+53%
减持
—
CHUBB LIMITED
-$14.3K
1,600
-0%
增持
—
REDCLOUD HLDGS PLC
-$13.3K
13,010
+6%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$11.5K
9,869
-5%
增持
PAYC
PAYCOM SOFTWARE INC
-$10.6K
1,320
+7%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$9.5K
5,671
+1%
减持
RH
RH
+$8.9K
1,977
-5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$4.5K
17,061
+0%
增持
EMR
EMERSON ELEC CO
-$4.2K
3,195
+1%
增持
CME
CME GROUP INC
-$2.1K
888
+1%
增持
META
META PLATFORMS INC
-$1.5K
993
+0%
增持
ZTS
ZOETIS INC
-$233
4,267
+7%
