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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 137 项
建仓 12
增持 99
减持 17
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
FISV
FISERV INC
-$4.1M
0
-100%
建仓
ITOT
ISHARES TR
+$1.6M
10,996
减持
ASTS
AST SPACEMOBILE INC
+$1.2M
86,006
-17%
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。
清仓
WSC
WILLSCOT HLDGS CORP
-$1.0M
0
-100%
建仓
UL
UNILEVER PLC
+$987.3K
15,097
清仓
—
UNILEVER PLC
-$971.0K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$818.1K
2,478
减持
GOOG
ALPHABET INC
+$786.8K
19,160
-11%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$663.2K
0
-100%
增持
FND
FLOOR & DECOR HLDGS INC
-$646.5K
54,584
+1%
增持
LLY
ELI LILLY & CO
+$644.0K
1,902
+4%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$634.6K
18,368
-32%
建仓
CMI
CUMMINS INC
+$567.1K
1,111
增持
ADI
ANALOG DEVICES INC
+$529.2K
19,548
+1%
增持
EL
LAUDER ESTEE COS INC
+$518.2K
31,178
+0%
增持
AMAT
APPLIED MATLS INC
+$486.9K
8,688
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$485.7K
21,234
+146%
增持
AXP
AMERICAN EXPRESS CO
+$478.2K
12,083
+1%
建仓
PG
PROCTER AND GAMBLE CO
+$471.0K
3,287
清仓
NFLX
NETFLIX INC
-$435.2K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$433.0K
0
-100%
增持
PGR
PROGRESSIVE CORP
-$421.0K
24,395
+1%
建仓
ISRG
INTUITIVE SURGICAL INC
+$410.0K
724
增持
ORCL
ORACLE CORP
-$405.6K
5,510
+5%
增持
SCHW
SCHWAB CHARLES CORP
+$390.4K
73,041
+1%
减持
AMT
AMERICAN TOWER CORP NEW
-$370.7K
6,174
-18%
减持
DIS
DISNEY WALT CO
-$365.4K
6,101
-34%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$355.4K
20,326
-1%
清仓
DEO
DIAGEO PLC
-$354.1K
0
-100%
减持
KMX
CARMAX INC
-$341.9K
6,510
-51%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$314.2K
59,465
+0%
减持
APP
APPLOVIN CORP
-$295.7K
411
-48%
增持
ANET
ARISTA NETWORKS INC
-$281.2K
19,951
+0%
减持
CDW
CDW CORP
-$280.3K
2,318
-38%
增持
MKL
MARKEL GROUP INC
+$277.7K
1,085
+1%
建仓
HUBB
HUBBELL INC
+$271.4K
611
清仓
KMB
KIMBERLY-CLARK CORP
-$270.4K
0
-100%
增持
MSFT
MICROSOFT CORP
-$269.3K
9,297
+1%
清仓
WDAY
WORKDAY INC
-$260.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$258.9K
9,388
+8%
减持
ENB
ENBRIDGE INC
-$258.5K
12,688
-26%
增持
IBP
INSTALLED BLDG PRODS INC
+$242.8K
17,526
+0%
建仓
MU
MICRON TECHNOLOGY INC
+$242.6K
850
建仓
JPM
JPMORGAN CHASE & CO.
+$219.1K
680
建仓
WMT
WALMART INC
+$216.4K
1,942
增持
NVR
NVR INC
-$208.4K
335
+2%
增持
JNJ
JOHNSON & JOHNSON
+$198.7K
8,006
+2%
减持
ABT
ABBOTT LABS
-$172.7K
3,269
-25%
减持
RH
RH
-$160.3K
1,347
-32%
增持
GOOGL
ALPHABET INC
+$159.3K
1,566
+15%
增持
NOW
SERVICENOW INC
-$152.0K
4,090
+383%
增持
NVDA
NVIDIA CORPORATION
+$151.1K
24,205
+4%
增持
FAST
FASTENAL CO
-$147.5K
17,763
+1%
增持
GLW
CORNING INC
+$144.3K
18,834
+3%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$136.9K
3,336
+1%
增持
GBIL
GOLDMAN SACHS ETF TR
+$134.6K
14,666
+10%
增持
AVGO
BROADCOM INC
+$134.0K
3,264
+8%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$129.5K
13,733
+1%
增持
HON
HONEYWELL INTL INC
+$125.0K
2,760
+41%
建仓
LAKE
LAKELAND INDS INC
+$122.0K
13,805
增持
BLK
BLACKROCK INC
-$118.3K
1,666
+2%
增持
MO
ALTRIA GROUP INC
-$116.7K
16,491
+2%
增持
MRK
MERCK & CO INC
+$107.3K
4,221
+5%
增持
PAYX
PAYCHEX INC
-$99.5K
7,773
+1%
减持
CTVA
CORTEVA INC
-$97.1K
7,120
-16%
减持
AAPL
APPLE INC
+$95.2K
20,749
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$86.0K
16,809
+1%
建仓
CPSH
CPS TECHNOLOGIES CORP
+$85.0K
27,520
增持
APD
AIR PRODS & CHEMS INC
-$83.2K
4,809
+3%
增持
L
LOEWS CORP
+$82.5K
11,983
+2%
增持
V
VISA INC
+$80.0K
2,904
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$72.5K
1,163
+16%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$72.4K
11,518
-1%
增持
ZTS
ZOETIS INC
-$65.8K
4,439
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$64.3K
5,976
+5%
增持
—
CHUBB LIMITED
+$61.8K
1,645
+3%
增持
FNV
FRANCO NEV CORP
-$59.6K
5,665
+2%
增持
INTC
INTEL CORP
+$55.3K
14,922
+1%
增持
—
TE CONNECTIVITY PLC
+$54.2K
4,483
+2%
增持
—
ACCENTURE PLC IRELAND
+$52.9K
1,576
+5%
增持
CINF
CINCINNATI FINL CORP
+$52.9K
6,929
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$52.6K
465
+17%
增持
MA
MASTERCARD INCORPORATED
+$51.7K
1,609
+6%
增持
—
BORR DRILLING LTD
+$51.4K
30,935
+14%
增持
ABNB
AIRBNB INC
+$50.5K
2,536
+5%
增持
IDXX
IDEXX LABS INC
+$49.8K
696
+6%
增持
META
META PLATFORMS INC
-$49.3K
1,030
+4%
增持
PAYC
PAYCOM SOFTWARE INC
-$48.1K
1,422
+8%
增持
MC
MOELIS & CO
-$47.7K
27,890
+1%
增持
CSGP
COSTAR GROUP INC
-$46.9K
3,467
+4%
减持
CSCO
CISCO SYS INC
+$43.1K
15,953
-8%
增持
—
AON PLC
+$42.7K
6,774
+3%
增持
IEX
IDEX CORP
+$42.1K
1,595
+7%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$41.4K
9,935
+1%
增持
NOC
NORTHROP GRUMMAN CORP
-$40.3K
1,343
+2%
增持
UGI
UGI CORP NEW
+$38.4K
6,410
+6%
增持
T
AT&T INC
-$38.0K
13,915
+2%
增持
TXN
TEXAS INSTRS INC
-$36.5K
5,375
+2%
增持
NSC
NORFOLK SOUTHN CORP
-$36.3K
6,187
+2%
增持
HAS
HASBRO INC
+$34.2K
4,241
+3%
增持
SBUX
STARBUCKS CORP
+$33.4K
12,349
+4%
增持
UBER
UBER TECHNOLOGIES INC
-$30.9K
2,644
+5%
增持
OKE
ONEOK INC NEW
+$30.6K
9,625
+4%
增持
KO
COCA COLA CO
+$29.7K
5,955
+2%
增持
SHEN
SHENANDOAH TELECOMMUNICATION
-$29.6K
19,067
+2%
增持
TRV
TRAVELERS COMPANIES INC
+$29.6K
2,341
+1%
增持
BN
BROOKFIELD CORP
+$27.5K
60,424
+51%
增持
MSCI
MSCI INC
+$26.7K
904
+4%
增持
INTU
INTUIT
+$26.0K
429
+13%
增持
LOW
LOWES COS INC
-$25.1K
3,882
+1%
增持
D
DOMINION ENERGY INC
-$24.2K
17,029
+2%
增持
ADBE
ADOBE INC
+$22.2K
1,157
+7%
增持
CVX
CHEVRON CORP NEW
+$21.5K
8,509
+4%
增持
SYY
SYSCO CORP
-$20.7K
4,625
+5%
增持
CCI
CROWN CASTLE INC
-$19.9K
4,917
+4%
增持
THO
THOR INDS INC
-$19.4K
53,581
+1%
增持
EMR
EMERSON ELEC CO
+$17.4K
3,289
+3%
增持
—
MEDTRONIC PLC
+$17.2K
8,197
+1%
增持
MTB
M & T BK CORP
+$16.8K
2,051
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$15.7K
3,291
+8%
增持
AEM
AGNICO EAGLE MINES LTD
+$15.7K
6,301
+1%
增持
CME
CME GROUP INC
+$14.9K
933
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$13.6K
17,063
+0%
增持
BIL
SPDR SERIES TRUST
+$13.4K
2,700
+6%
增持
ET
ENERGY TRANSFER L P
-$12.3K
18,657
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$10.7K
2,892
+2%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$10.1K
5,741
+4%
减持
SHOP
SHOPIFY INC
-$9.9K
5,463
-9%
增持
IWF
ISHARES TR
+$9.8K
479
+3%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
-$9.7K
7,077
+3%
增持
QQQ
INVESCO QQQ TR
+$9.3K
495
+1%
增持
PM
PHILIP MORRIS INTL INC
+$7.9K
7,487
+2%
增持
SNPS
SYNOPSYS INC
+$5.7K
699
+7%
增持
EOG
EOG RES INC
-$5.4K
4,306
+6%
增持
HSY
HERSHEY CO
+$5.3K
3,047
+4%
增持
BKNG
BOOKING HOLDINGS INC
-$3.5K
940
+1%
增持
GD
GENERAL DYNAMICS CORP
+$1.7K
1,486
+2%
