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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 131 项
建仓 6
增持 66
减持 43
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
GBIL
GOLDMAN SACHS ETF TR
+$3.8M
52,374
+257%
建仓
KNSL
KINSALE CAP GROUP INC
+$1.9M
5,464
清仓
ITOT
ISHARES TR
-$1.6M
0
-100%
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
THO
THOR INDS INC
-$1.3M
52,656
-2%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
939
-0%
减持
EL
LAUDER ESTEE COS INC
-$1.1M
30,671
-2%
增持
MSFT
MICROSOFT CORP
-$1.0M
9,382
+1%
减持
SGI
SOMNIGROUP INTERNATIONAL INC
-$985.8K
58,485
-2%
减持
ADI
ANALOG DEVICES INC
-$976.9K
13,593
-30%
减持
AXP
AMERICAN EXPRESS CO
-$853.0K
11,958
-1%
减持
PGR
PROGRESSIVE CORP
-$749.5K
24,242
-1%
减持
AMZN
AMAZON COM INC
-$735.3K
6,874
-27%
减持
AMAT
APPLIED MATLS INC
+$683.1K
8,531
-2%
清仓
ENB
ENBRIDGE INC
-$606.9K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$560.9K
71,681
-2%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$557.5K
7,544
清仓
HSY
HERSHEY CO
-$554.5K
0
-100%
增持
FND
FLOOR & DECOR HLDGS INC
-$541.1K
54,774
+0%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
-$502.0K
13,773
+0%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$501.9K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$490.2K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$478.3K
8,580
+1%
清仓
CTVA
CORTEVA INC
-$477.3K
0
-100%
增持
CMI
CUMMINS INC
+$461.6K
1,912
+72%
增持
MKL
MARKEL GROUP INC
+$423.9K
1,440
+33%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$418.8K
3,414
+2%
减持
AAPL
APPLE INC
-$416.5K
20,585
-1%
清仓
ABT
ABBOTT LABS
-$409.6K
0
-100%
清仓
ADBE
ADOBE INC
-$404.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$403.3K
16,790
-0%
减持
AEM
AGNICO EAGLE MINES LTD
-$352.1K
3,528
-44%
增持
VZ
VERIZON COMMUNICATIONS INC
+$346.6K
24,132
+14%
增持
CSGP
COSTAR GROUP INC
+$325.9K
13,857
+300%
增持
JNJ
JOHNSON & JOHNSON
+$320.4K
8,089
+1%
增持
CCOI
COGENT COMM HOLDINGS INC
+$318.6K
37,932
+107%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$313.8K
0
-100%
减持
AWI
ARMSTRONG WORLD INDS INC NEW
-$308.0K
11,487
-0%
增持
KMX
CARMAX INC
+$304.9K
13,383
+106%
清仓
INTU
INTUIT
-$284.2K
0
-100%
增持
AMT
AMERICAN TOWER CORP
+$277.2K
7,887
+28%
清仓
APP
APPLOVIN CORP
-$276.9K
0
-100%
增持
D
DOMINION ENERGY INC
+$273.0K
20,555
+21%
建仓
LRCX
LAM RESEARCH CORP
+$265.2K
1,241
减持
CSCO
CISCO SYS INC
-$258.3K
12,509
-22%
清仓
CME
CME GROUP INC
-$254.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$254.0K
24,428
+1%
增持
BN
BROOKFIELD CORP
+$251.7K
74,735
+24%
清仓
UGI
UGI CORP NEW
-$239.9K
0
-100%
增持
LLY
ELI LILLY & CO
-$234.0K
1,968
+3%
增持
ORCL
ORACLE CORP
-$234.0K
5,710
+4%
增持
NVR
NVR INC
-$228.9K
336
+0%
清仓
PAYC
PAYCOM SOFTWARE INC
-$226.6K
0
-100%
建仓
CAT
CATERPILLAR INC
+$223.2K
315
减持
—
AON PLC
-$222.3K
6,717
-1%
增持
NOW
SERVICENOW INC
+$216.5K
8,064
+97%
清仓
UBER
UBER TECHNOLOGIES INC
-$216.0K
0
-100%
增持
EOG
EOG RES INC
+$208.4K
4,569
+6%
建仓
KLAC
KLA CORP
+$206.1K
140
建仓
WDC
WESTERN DIGITAL CORP
+$200.2K
740
减持
BLK
BLACKROCK INC
-$184.8K
1,662
-0%
减持
UL
UNILEVER PLC
-$177.5K
14,215
-6%
减持
ANET
ARISTA NETWORKS INC
-$175.3K
19,864
-0%
减持
TRV
TRAVELERS COMPANIES INC
-$166.3K
1,758
-25%
减持
APD
AIR PRODUCTS AND CHEMICALS I
+$164.3K
4,655
-3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$155.1K
726
+56%
减持
UNH
UNITEDHEALTH GROUP INC
-$154.0K
2,454
-1%
增持
MC
MOELIS & CO
-$153.1K
30,948
+11%
增持
MO
ALTRIA GROUP INC
+$152.2K
16,716
+1%
增持
INTC
INTEL CORP
+$147.8K
15,827
+6%
增持
PAYX
PAYCHEX INC
-$142.8K
7,915
+2%
减持
FNV
FRANCO NEV CORP
+$137.6K
5,310
-6%
增持
IEX
IDEX CORP
+$137.0K
2,220
+39%
增持
CDW
CDW CORP
+$133.0K
3,708
+60%
减持
NOC
NORTHROP GRUMMAN CORP
+$130.0K
1,313
-2%
减持
—
MEDTRONIC PLC
-$119.2K
7,712
-6%
增持
V
VISA INC
-$118.1K
2,979
+3%
减持
OKE
ONEOK INC NEW
+$116.9K
9,120
-5%
增持
META
META PLATFORMS INC
+$111.9K
1,384
+34%
减持
ASTS
AST SPACEMOBILE INC
+$108.5K
76,688
-11%
增持
MRK
MERCK & CO INC
+$101.5K
4,537
+7%
增持
—
ACCENTURE PLC IRELAND
-$99.0K
1,633
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$98.7K
17,066
+0%
增持
T
AT&T INC
+$98.6K
15,323
+10%
增持
LOOP
LOOP INDS INC
+$93.3K
78,710
+308%
增持
MA
MASTERCARD INCORPORATED
-$88.1K
1,662
+3%
减持
FAST
FASTENAL CO
+$86.5K
17,227
-3%
减持
TXN
TEXAS INSTRS INC
+$83.8K
5,235
-3%
增持
HAS
HASBRO INC
+$83.7K
4,610
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$80.2K
3,201
+11%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$80.1K
9,907
-0%
增持
DIS
DISNEY WALT CO
+$77.1K
8,001
+31%
增持
SHOP
SHOPIFY INC
-$75.7K
6,775
+24%
增持
KO
COCA COLA CO
+$73.8K
6,444
+8%
增持
IWF
ISHARES TR
+$71.8K
700
+46%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$70.5K
0
-100%
减持
SHEN
SHENANDOAH TELECOMMUNICATION
+$68.1K
18,709
-2%
增持
IDXX
IDEXX LABS INC
-$67.4K
718
+3%
减持
IBP
INSTALLED BLDG PRODS INC
+$66.5K
17,396
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$65.7K
747
+3%
减持
L
LOEWS CORP
-$65.6K
11,208
-6%
增持
GOOG
ALPHABET INC
+$64.4K
21,184
+11%
增持
MU
MICRON TECHNOLOGY INC
+$61.5K
900
+6%
增持
AVGO
BROADCOM INC
-$59.4K
3,458
+6%
增持
BIL
SPDR SERIES TRUST
+$57.2K
3,316
+23%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$56.8K
1,214
+4%
减持
SBUX
STARBUCKS CORP
+$56.7K
12,240
-1%
增持
ET
ENERGY TRANSFER L P
+$52.6K
18,665
+0%
减持
HON
HONEYWELL INTL INC
+$51.0K
2,608
-6%
减持
SYY
SYSCO CORP
-$50.4K
4,072
-12%
减持
LOW
LOWES COS INC
-$49.9K
3,751
-3%
减持
CCI
CROWN CASTLE INC
-$47.9K
4,785
-3%
增持
GD
GENERAL DYNAMICS CORP
+$46.8K
1,594
+7%
增持
MTB
M & T BK CORP
+$43.4K
2,209
+8%
增持
PG
PROCTER & GAMBLE CO
+$42.9K
3,558
+8%
增持
QQQ
INVESCO QQQ TR
+$35.9K
589
+19%
增持
RH
RH
+$32.7K
1,960
+46%
增持
SNPS
SYNOPSYS INC
-$32.6K
746
+7%
减持
EMR
EMERSON ELEC CO
-$27.9K
3,119
-5%
增持
—
CHUBB LTD SWITZ
+$26.3K
1,656
+1%
减持
GLW
CORNING INC
+$23.1K
12,298
-35%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$17.8K
20,277
-0%
增持
FLNT
FLUENT INC
+$15.8K
19,448
+2%
增持
CINF
CINCINNATI FINL CORP
-$14.5K
7,100
+2%
增持
ZTS
ZOETIS INC
-$14.0K
4,606
+4%
增持
MSCI
MSCI INC
-$12.5K
939
+4%
减持
HUBB
HUBBELL INC
+$10.8K
575
-6%
增持
ABNB
AIRBNB INC
-$9.4K
2,651
+5%
减持
PM
PHILIP MORRIS INTL INC
-$2.5K
7,248
-3%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
-$1.8K
7,874
+11%
增持
—
TE CONNECTIVITY PLC
-$1.4K
4,873
+9%
增持
NSC
NORFOLK SOUTHN CORP
-$310
6,223
+1%
