SW

Salvus Wealth Management, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$1.8億

申報季度: 2026-06-30 · 持股檔數: 125

Salvus Wealth Management, LLC在最新一期 13F 報告中揭露了 125 項持股，申報期為 2026-06-30，總持股市值約為 US$1.8億，季度換手率為 23.1%。

機構性格雪花圖

集中度
7.07
持倉穩定性
23.08
動能／逆勢
100
產業集中度
55.77
多樣化
100
倉位均衡度
88.96

近期動向

  • 減碼 GBIL

    -50.8%　-US$266.5萬

  • 減碼 ADI

    -69.4%　-US$267.5萬

  • 加碼 AMAT

    -8.4%　US$273.5萬

  • 減碼 IBP

    -35.0%　-US$201.3萬

  • 加碼 STX

    +5.9%　US$215.1萬

  • 新建倉 SUNB

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他4.54%—-3.56%
2GOOGAlphabet Inc-cl C股票-通訊服務3.95%+0.42%-5.75%
3ASTSAst Spacemobile INC股票-科技3.50%—-8.20%
4SCHWSchwab (charles) CORP股票-金融3.49%-0.43%-5.70%
5AAPLApple INC股票-科技3.25%+0.21%-2.53%
6AMATApplied Materials INC股票-科技3.17%+1.47%-8.38%
7NVDANvidia CORP股票-科技2.83%+0.35%+3.29%
8PGRProgressive CORP股票-金融2.78%—-6.38%
9SGISomnigroup International INC股票-循環性消費2.45%—-4.50%
10BKNGBooking Holdings INC股票-循環性消費2.28%—+2336.85%
11AXPAmerican Express Co股票-金融2.18%+0.08%-3.80%
12THOThor Industries INC股票-循環性消費2.12%-0.33%-4.25%
13STXSeagate Technology Holdings plc股票-科技1.95%+1.17%+5.89%
14MSFTMicrosoft CORP股票-科技1.89%—-3.40%
15ANETArista Networks INC股票-科技1.79%+0.37%-5.40%
16FNDFloor & Decor Holdings Inc-a股票-循環性消費1.75%+0.13%-3.94%
17BNBrookfield CORP股票-金融1.64%—-8.21%
18ABGAsbury Automotive Group股票-循環性消費1.49%—-3.70%
19IBPInstalled Building Products股票-循環性消費1.46%-1.22%-34.99%
20MKLMarkel Group INC股票-金融1.45%—-7.99%
21GBILGoldman Sachs Access TreasurETF-避險與商品1.45%-1.60%-50.78%
22AWIArmstrong World Industries股票-工業1.36%+0.26%+31.81%
23GLWCorning INC股票-科技1.33%+0.36%-24.62%
24LLYEli Lilly & Co股票-醫療保健1.27%+0.22%-3.81%
25ELEstee Lauder Companies-cl A股票-非循環性消費1.27%—-6.57%
26INTCIntel CORP股票-科技1.26%+0.85%+1.80%
27NVRNvr INC股票-循環性消費1.23%—-4.46%
28JNJJohnson & Johnson股票-醫療保健1.13%—-1.88%
29MCMoelis & Co - Class A股票-金融1.09%—-4.07%
30NSCNorfolk Southern CORP股票-工業1.04%—-5.09%
31KNSLKinsale Capital Group INC股票-金融1.03%—+1.78%
32SUNBSunbelt Rentals Holdings INC股票-工業1.02%+1.02%NEW
33AMZNAmazon.com INC股票-循環性消費0.96%+0.13%+4.90%
34ORLYO'reilly Automotive INC股票-循環性消費0.96%—-8.19%
35ADIAnalog Devices INC股票-科技0.92%-1.59%-69.45%
36AONAon plc股票-金融0.92%-0.34%-26.53%
37BLKBlackrock INC股票-金融0.86%—-3.79%
38APDAir Products & Chemicals INC股票-原物料0.85%—+10.53%
39CVXChevron CORP股票-能源0.77%-0.26%-2.97%
40CSCOCisco Systems INC股票-科技0.74%+0.18%-10.17%
41CINFCincinnati Financial CORP股票-金融0.74%+0.09%+0.20%
42LLoews CORP股票-金融0.71%—+0.45%
43AMTAmerican Tower CORP股票-房地產0.71%—-1.79%
44DDominion Energy INC股票-公用事業0.70%—-10.67%
45VZVerizon Communications INC股票-通訊服務0.70%—+22.65%
46CMICummins INC股票-工業0.68%—-10.93%
47TXNTexas Instruments INC股票-科技0.68%+0.09%-22.35%
48MOAltria Group INC股票-非循環性消費0.66%—-1.60%
49AVGOBroadcom INC股票-科技0.66%—-9.77%
50PMPhilip Morris International股票-非循環性消費0.65%—-10.97%
1–50 of 125

本季持股變動

Salvus Wealth Management, LLC 在 2026-06-30 最顯著的持倉異動： 新建倉: Sunbelt Rentals Holdings INC (SUNB); 清倉: Nu Holdings Ltd. (NU); 新建倉: Republic Services INC (RSG); 新建倉: Rayonier INC (RYN); 清倉: Honeywell International INC (HON).

Salvus Wealth Management, LLC 於截至 2026-06-30 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1AMATApplied Materials INC+1.5%-8.38%減碼
2STXSeagate Technology Holdings plc+1.2%+5.89%加碼
3SUNBSunbelt Rentals Holdings INC+1%NEW新建倉
4INTCIntel CORP+0.9%+1.80%加碼
5MUMicron Technology INC+0.5%+11.11%加碼
6RSGRepublic Services INC+0.4%NEW新建倉
7GOOGAlphabet Inc-cl C+0.4%-5.75%減碼
8RYNRayonier INC+0.4%NEW新建倉
9ANETArista Networks INC+0.4%-5.40%減碼
10GLWCorning INC+0.4%-24.62%減碼
11NVDANvidia CORP+0.4%+3.29%加碼
12NEENextera Energy INC+0.3%NEW新建倉
13AWIArmstrong World Industries+0.3%+31.81%加碼
14DELLDell Technologies -c+0.3%NEW新建倉
15GEGeneral Electric+0.2%NEW新建倉
16LLYEli Lilly & Co+0.2%-3.81%減碼
17AAPLApple INC+0.2%-2.53%減碼
18HUBBHubbell INC+0.2%+113.04%加碼
19CSCOCisco Systems INC+0.2%-10.17%減碼
20GEVGE Vernova INC+0.2%NEW新建倉
21ULUnilever Plc-sponsored Adr+0.2%+29.63%加碼
22CRWDCrowdstrike Holdings INC - A+0.2%NEW新建倉
23FNDFloor & Decor Holdings Inc-a+0.1%-3.94%減碼
24AMZNAmazon.com INC+0.1%+4.90%加碼
25UNHUnitedhealth Group INC+0.1%-9.05%減碼
26KLACKla CORP+0.1%+900.00%加碼
27LRCXLam Research CORP+0.1%-11.76%減碼
28CINFCincinnati Financial CORP+0.1%+0.20%加碼
29TXNTexas Instruments INC+0.1%-22.35%減碼
30AXPAmerican Express Co+0.1%-3.80%減碼
31WDCWestern Digital CORP-0.1%EXIT清倉
32CSGPCostar Group INC-0.1%-12.33%減碼
33CCOICogent Communications Holdin-0.2%-8.19%減碼
34SNPSSynopsys INC-0.2%EXIT清倉
35SYYSysco CORP-0.2%EXIT清倉
36SHENShenandoah Telecommunication-0.2%EXIT清倉
37AEMAgnico Eagle Mines LTD-0.2%-18.25%減碼
38NOCNorthrop Grumman CORP-0.2%-10.28%減碼
39ACNAccenture plc-0.2%EXIT清倉
40CVXChevron CORP-0.3%-2.97%減碼
41TELTE Connectivity plc-0.3%-45.29%減碼
42ZTSZoetis INC-0.3%EXIT清倉
43THOThor Industries INC-0.3%-4.25%減碼
44HONHoneywell International INC-0.3%EXIT清倉
45AONAon plc-0.3%-26.53%減碼
46SCHWSchwab (charles) CORP-0.4%-5.70%減碼
47NUNu Holdings Ltd.-0.6%EXIT清倉
48IBPInstalled Building Products-1.2%-34.99%減碼
49ADIAnalog Devices INC-1.6%-69.45%減碼
50GBILGoldman Sachs Access Treasur-1.6%-50.78%減碼

FAQ

Salvus Wealth Management, LLC 是什麼機構？屬於哪種投資人類型？
Salvus Wealth Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$1.8億，分佈在 125 個已申報部位之中。
Salvus Wealth Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Salvus Wealth Management, LLC 按市值排列的前幾大持股為： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$810.3萬 (4.5%) 2. Alphabet Inc-cl C (GOOG) — US$705.5萬 (4.0%) 3. Ast Spacemobile INC (ASTS) — US$625.6萬 (3.5%) 4. Schwab (charles) CORP (SCHW) — US$623.7萬 (3.5%) 5. Apple INC (AAPL) — US$580.6萬 (3.3%)
Salvus Wealth Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Salvus Wealth Management, LLC 共進行了 50 項顯著調整：新建倉 8 個部位、加碼 10 個既有持股、減碼 24 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Sunbelt Rentals Holdings INC (SUNB); 清倉: Nu Holdings Ltd. (NU); 新建倉: Republic Services INC (RSG); 新建倉: Rayonier INC (RYN); 清倉: Honeywell International INC (HON)
Salvus Wealth Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Salvus Wealth Management, LLC 的主要板塊分佈如下： • Information Technology: 30.4% • Financials: 21.1% • Consumer Discretionary: 18.4% • Industrials: 7.8% • Communication Services: 6.5% • Health Care: 4.4%