申告総資産額
$11.2億
報告対象四半期: 2026-03-31 · 銘柄数: 2097
Salomon & Ludwin, LLCは最新の13F報告書で2097件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$11.2億、四半期回転率は8.3%です。
減少 IVW
-2.3% -$717.9万
減少 MSFT
-1.0% -$640.1万
増加 SUB
+7.2% $545.6万
減少 VOO
-3.9% -$430.1万
増加 MUB
+12.1% $289.4万
増加 VTEB
+9.5% $255.6万
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | ETF-その他 | 6.81% | +0.55% | +7.21% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.13% | -0.57% | -2.31% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 5.44% | +0.16% | +1.52% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.22% | -0.20% | +2.20% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.33% | — | -0.33% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.19% | -0.33% | -3.85% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.52% | -0.08% | -2.07% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.55% | +0.25% | +9.49% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.49% | -0.10% | -0.27% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.46% | -0.03% | -6.38% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.32% | +0.28% | +12.06% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.26% | +0.16% | +6.79% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.15% | -0.01% | -2.11% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.05% | -0.55% | -0.96% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.85% | -0.06% | -6.80% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.74% | — | -1.18% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.60% | -0.01% | -0.87% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.59% | -0.01% | -3.70% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.59% | -0.06% | -0.41% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.50% | -0.15% | +0.98% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.39% | +0.15% | +11.13% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.35% | -0.14% | -0.68% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.33% | +0.15% | +11.68% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.31% | -0.04% | +1.81% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.27% | +0.15% | +12.05% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 1.24% | -0.12% | +3.07% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.15% | -0.05% | -4.36% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.05% | -0.02% | -4.94% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.86% | — | -1.04% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.83% | +0.04% | -0.49% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.82% | +0.12% | +10.69% | |
| 32 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.82% | — | -2.02% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.03% | -0.73% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | -0.10% | -6.29% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | -0.01% | -2.82% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.69% | -0.02% | -3.66% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.60% | +0.10% | +0.20% | |
| 38 | IXG | Ishares Global Financials Et | ETF-その他 | 0.51% | -0.04% | -0.37% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | +2.19% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | -0.91% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.45% | — | -4.70% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.44% | — | -2.13% | |
| 43 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.44% | -0.05% | -0.51% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.43% | -0.12% | +0.82% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | -4.28% | |
| 46 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 0.40% | — | -0.69% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.39% | — | -0.14% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.38% | +0.08% | -1.39% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | -0.57% | |
| 50 | D | Dominion Energy INC | 株式-公益事業 | 0.38% | +0.03% | -0.49% |
Q3 2026のパフォーマンス
+3.6%
直近4四半期のパフォーマンス
+17.6%
価格取得が可能な保有銘柄（報告価値の69%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 2097 | $11.2億 | 8 | |
| 2025-12-31 | 2142 | $11.3億 | 5 | |
| 2025-09-30 | 2154 | $11.1億 | 18 | |
| 2025-06-30 | 1121 | $10.1億 | 0 | |
| 2025-03-31 | 717 | $9.4億 | 100 | |
| 2024-12-31 | 720 | $9.4億 | 0 | |
| 2024-09-30 | 734 | $9.8億 | 0 | |
| 2024-06-30 | 735 | $9.0億 | 0 | |
| 2024-03-31 | 852 | $11.6億 | 0 | |
| 2023-12-31 | 766 | $9.6億 | 0 | |
| 2023-09-30 | 763 | $9.6億 | 0 | |
| 2023-06-30 | 172 | $9.4億 | 0 | |
| 2023-03-31 | 165 | $8.4億 | 0 | |
| 2022-12-31 | 166 | $7.9億 | 0 | |
| 2022-09-30 | 147 | $6.7億 | 0 | |
| 2022-06-30 | 127 | $6.5億 | 0 | |
| 2022-03-31 | 124 | $6.9億 | 0 | |
| 2021-12-31 | 112 | $7.1億 | 0 | |
| 2021-09-30 | 97 | $6.4億 | 0 | |
| 2021-06-30 | 84 | $6.4億 | 100 | |
| 2021-03-31 | 78 | $5.9億 | 9 | |
| 2020-12-31 | 71 | $5.4億 | 13 | |
| 2020-09-30 | 73 | $4.8億 | 6 | |
| 2020-06-30 | 65 | $4.6億 | 32 | |
| 2020-03-31 | 237 | $3.9億 | 43 | |
| 2019-12-31 | 244 | $5.0億 | 5 | |
| 2019-09-30 | 225 | $4.9億 | 3 | |
| 2019-06-30 | 227 | $4.9億 | 5 | |
| 2019-03-31 | 249 | $4.9億 | 12 | |
| 2018-12-31 | 212 | $4.3億 | — |
Salomon & Ludwin, LLCの2026-03-31時点における主要なポジション変更： 減少: Ishares S&p 500 Growth ETF (IVW) — 保有株数 -2.31%; 減少: Microsoft CORP (MSFT) — 保有株数 -0.96%; 増加: Ishares Short-term National (SUB) — 保有株数 +7.21%; 減少: Vanguard S&p 500 ETF (VOO) — 保有株数 -3.85%; 増加: Ishares National Muni Bond E (MUB) — 保有株数 +12.06%.