Salvus Wealth Management, LLC 13F 持仓 · 2026年Q2
Salvus Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 125 只证券，申报市值合计 1.78 亿美元。前几大持仓：BRKB（4.54%）、GOOG（3.95%）、ASTS（3.50%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.1M | 4.54% | 16,193 | 减持 |
| 2 | GOOG | ALPHABET INC | $7.1M | 3.95% | 19,966 | 减持 |
| 3 | ASTS | AST SPACEMOBILE INC | $6.3M | 3.50% | 70,399 | 减持 |
| 4 | SCHW | SCHWAB CHARLES CORP | $6.2M | 3.49% | 67,597 | 减持 |
| 5 | AAPL | APPLE INC | $5.8M | 3.25% | 20,064 | 减持 |
| 6 | AMAT | APPLIED MATLS INC | $5.7M | 3.17% | 7,816 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $5.0M | 2.83% | 25,232 | 增持 |
| 8 | PGR | PROGRESSIVE CORP | $5.0M | 2.78% | 22,696 | 减持 |
| 9 | SGI | SOMNIGROUP INTERNATIONAL INC | $4.4M | 2.45% | 55,851 | 减持 |
| 10 | BKNG | BOOKING HOLDINGS INC | $4.1M | 2.28% | 22,882 | 增持 |
| 11 | AXP | AMERICAN EXPRESS CO | $3.9M | 2.18% | 11,504 | 减持 |
| 12 | THO | THOR INDS INC | $3.8M | 2.12% | 50,416 | 减持 |
| 13 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.5M | 1.95% | 3,615 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $3.4M | 1.89% | 9,063 | 减持 |
| 15 | ANET | ARISTA NETWORKS INC | $3.2M | 1.79% | 18,792 | 减持 |
| 16 | FND | FLOOR & DECOR HLDGS INC | $3.1M | 1.75% | 52,616 | 减持 |
| 17 | BN | BROOKFIELD CORP | $2.9M | 1.64% | 68,596 | 减持 |
| 18 | ABG | ASBURY AUTOMOTIVE GROUP INC | $2.7M | 1.49% | 13,263 | 减持 |
| 19 | IBP | INSTALLED BLDG PRODS INC | $2.6M | 1.46% | 11,310 | 减持 |
| 20 | GBIL | GOLDMAN SACHS ETF TR | $2.6M | 1.45% | 25,778 | 减持 |
| 21 | MKL | MARKEL GROUP INC | $2.6M | 1.45% | 1,325 | 减持 |
| 22 | AWI | ARMSTRONG WORLD INDS INC NEW | $2.4M | 1.36% | 15,141 | 增持 |
| 23 | GLW | CORNING INC | $2.4M | 1.33% | 9,270 | 减持 |
| 24 | EL | LAUDER ESTEE COS INC | $2.3M | 1.27% | 28,655 | 减持 |
| 25 | LLY | ELI LILLY & CO | $2.3M | 1.27% | 1,893 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR