Palisades Hudson Asset Management, L.P.
FORT LAUDERDALE FL · SEC CIK 0001388443
$2.86亿2026Q2 申报市值
108持仓数
58.8%前十大占比 · 第一大 13.1%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ESGV 加仓+$55.47万
AMD 新建仓+$46.90万
VUG 新建仓+$38.50万
NUSC 加仓+$37.20万
MU 新建仓+$34.10万
2026Q2 卖出最多 按季末市值估算
IJS 减仓-$108.85万
AAXJ 减仓-$58.39万
IJT 减仓-$47.86万
PNC 减仓-$27.62万
JP Morgan Exchan 减仓-$25.39万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IJS | iShares Tr | $3,740.60万 | 13.09% | 273,676 | -7,964 | -2.8% | -$108.85万 | 减仓 |
| VTI | Vanguard Index Fds | $2,164.10万 | 7.57% | 58,484 | 1 | 0.0% | $370 | 加仓 |
| SPY | SPDR S&P 500 ETF Tr | $2,102.50万 | 7.36% | 28,155 | -109 | -0.4% | -$8.14万 | 减仓 |
| IJT | iShares Tr | $1,720.80万 | 6.02% | 96,350 | -2,680 | -2.7% | -$47.86万 | 减仓 |
| IVV | iShares Tr | $1,591.60万 | 5.57% | 21,253 | 179 | 0.8% | $13.40万 | 加仓 |
| IJR | iShares Tr | $1,420.40万 | 4.97% | 95,774 | 36 | 0.0% | $5,339 | 加仓 |
| IEUR | iShares Tr | $1,124.50万 | 3.94% | 149,589 | -2,278 | -1.5% | -$17.12万 | 减仓 |
| AAXJ | iShares Tr | $1,014.40万 | 3.55% | 85,009 | -4,893 | -5.4% | -$58.39万 | 减仓 |
| EWJ | iShares | $990.50万 | 3.47% | 106,199 | -660 | -0.6% | -$6.16万 | 减仓 |
| — | JP Morgan Exchange Traded Fund | $925.60万 | 3.24% | 122,907 | -3,371 | -2.7% | -$25.39万 | 减仓 |
| ESGV | Vanguard World FD | $672.40万 | 2.35% | 50,847 | 4,195 | 9.0% | $55.47万 | 加仓 |
| SLYV | SPDR S&P Small Cap Value | $653.80万 | 2.29% | 59,924 | -2,150 | -3.5% | -$23.46万 | 减仓 |
| VGK | Vanguard Intl Equity Index F | $643.50万 | 2.25% | 72,676 | -836 | -1.1% | -$7.40万 | 减仓 |
| NUSC | Nuveen ESG Small-Cap ETF | $621.70万 | 2.18% | 119,284 | 7,138 | 6.4% | $37.20万 | 加仓 |
| NVDA | Nvidia Corp | $580.40万 | 2.03% | 29,004 | 1 | 0.0% | $200 | 加仓 |
| EWA | iShares | $568.30万 | 1.99% | 201,800 | 2,557 | 1.3% | $7.20万 | 加仓 |
| IAU | iShares Gold Trust | $553.10万 | 1.94% | 73,252 | 0 | 0.0% | — | 不变 |
| AAPL | Apple Inc | $510.70万 | 1.79% | 17,646 | -88 | -0.5% | -$2.55万 | 减仓 |
| VUSB | Vanguard Bd Index Fds | $475.90万 | 1.67% | 95,600 | 363 | 0.4% | $1.81万 | 加仓 |
| GLD | SPDR Gold Trust | $351.60万 | 1.23% | 9,545 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp | $330.00万 | 1.15% | 8,844 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon Com Inc | $273.00万 | 0.96% | 11,452 | -214 | -1.8% | -$5.10万 | 减仓 |
| GNR | SPDR Index Shs Fds | $269.20万 | 0.94% | 40,001 | -231 | -0.6% | -$1.55万 | 减仓 |
| GOOG | Alphabet Inc | $251.50万 | 0.88% | 7,119 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR S&P Small Cap Growth | $228.90万 | 0.80% | 19,215 | -301 | -1.5% | -$3.59万 | 减仓 |
| — | VanEck ETF Trust | $206.60万 | 0.72% | 14,143 | -1,233 | -8.0% | -$18.01万 | 减仓 |
| FREL | Fidelity MSCI Real Estate ETF | $185.00万 | 0.65% | 63,130 | 446 | 0.7% | $1.31万 | 加仓 |
| VNQ | Vanguard Index Fds | $181.10万 | 0.63% | 18,782 | -96 | -0.5% | -$9,257 | 减仓 |
| EWC | iShares | $178.30万 | 0.62% | 30,931 | 205 | 0.7% | $1.18万 | 加仓 |
| GOOGL | Alphabet Inc | $152.50万 | 0.53% | 4,269 | -277 | -6.1% | -$9.90万 | 减仓 |
| GS | The Goldman Sachs Group Inc | $144.90万 | 0.51% | 1,433 | 0 | 0.0% | — | 不变 |
| IEV | iShares Tr | $134.90万 | 0.47% | 18,521 | 196 | 1.1% | $1.43万 | 加仓 |
| TSLA | Tesla Inc | $122.90万 | 0.43% | 2,923 | -22 | -0.7% | -$9,250 | 减仓 |
| ICLN | iShares Tr | $117.00万 | 0.41% | 57,102 | 7,123 | 14.3% | $14.59万 | 加仓 |
| IWM | iShares Tr | $116.10万 | 0.41% | 3,863 | 1 | 0.0% | $301 | 加仓 |
| COST | Costco Whsl Corp New | $112.40万 | 0.39% | 1,201 | 0 | 0.0% | — | 不变 |
| STLD | Steel Dynamics Inc | $111.80万 | 0.39% | 4,874 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard Intl Equity Index F | $108.90万 | 0.38% | 1,586 | 4 | 0.3% | $2,747 | 加仓 |
| IWO | iShares Tr | $101.60万 | 0.36% | 2,579 | 3 | 0.1% | $1,182 | 加仓 |
| V | Visa Inc | $98.60万 | 0.35% | 2,873 | 0 | 0.0% | — | 不变 |
| IWN | iShares Tr | $80.20万 | 0.28% | 3,624 | 8 | 0.2% | $1,770 | 加仓 |
| AXP | American Express Co | $78.30万 | 0.27% | 2,315 | 0 | 0.0% | — | 不变 |
| — | JPMorgan Exchange Traded Fund | $75.80万 | 0.27% | 7,622 | -27 | -0.4% | -$2,685 | 减仓 |
| APH | Amphenol Corp Class A | $73.30万 | 0.26% | 4,160 | 0 | 0.0% | — | 不变 |
| CHRW | C H Robinson Worldwide Inc | $72.90万 | 0.26% | 3,871 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies PLC Class A | $70.10万 | 0.25% | 1,427 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $63.50万 | 0.22% | 1,237 | -271 | -18.0% | -$13.91万 | 减仓 |
| AVGO | Broadcom | $61.50万 | 0.22% | 1,629 | 0 | 0.0% | — | 不变 |
| ABBV | AbbVie Inc | $60.00万 | 0.21% | 2,384 | -897 | -27.3% | -$22.58万 | 减仓 |
| PLD | Prologis Inc | $59.90万 | 0.21% | 4,419 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $59.00万 | 0.21% | 10,464 | 0 | 0.0% | — | 不变 |
| KLAC | KLA Corp | $57.90万 | 0.20% | 1,920 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $57.00万 | 0.20% | 1,258 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR Series Trust | $56.90万 | 0.20% | 21,259 | 1,144 | 5.7% | $3.06万 | 加仓 |
| MAR | Marriott Intl Inc | $56.80万 | 0.20% | 1,533 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Bd Index Fds | $55.50万 | 0.19% | 11,450 | 3,098 | 37.1% | $15.02万 | 加仓 |
| YUM | Yum Brands Inc | $51.50万 | 0.18% | 3,223 | -920 | -22.2% | -$14.70万 | 减仓 |
| CAT | Caterpillar | $50.10万 | 0.18% | 471 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $49.90万 | 0.17% | 886 | 0 | 0.0% | — | 不变 |
| GRID | First Trust NASDAQ Cln Edge Inf ETF | $49.20万 | 0.17% | 2,565 | 704 | 37.8% | $13.50万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $46.90万 | 0.16% | 807 | 807 | — | $46.90万 | 新建仓 |
| HIG | The Hartford Insurance Group Inc | $46.70万 | 0.16% | 3,523 | 0 | 0.0% | — | 不变 |
| PNC | PNC Finl Svcs Group Inc | $46.00万 | 0.16% | 1,872 | -1,124 | -37.5% | -$27.62万 | 减仓 |
| DE | Deere & Co | $45.20万 | 0.16% | 712 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $44.20万 | 0.15% | 620 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Labs | $43.50万 | 0.15% | 4,789 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $43.50万 | 0.15% | 1,047 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $43.40万 | 0.15% | 2,005 | 0 | 0.0% | — | 不变 |
| SLV | iShares Silver Trust | $42.40万 | 0.15% | 7,939 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $39.20万 | 0.14% | 1,878 | 0 | 0.0% | — | 不变 |
| INTU | Intuit | $38.80万 | 0.14% | 1,488 | -5 | -0.3% | -$1,304 | 减仓 |
| VUG | Vanguard Morn Growth ETF | $38.50万 | 0.13% | 4,464 | 4,464 | — | $38.50万 | 新建仓 |
| RHP | Ryman Hospitality Pptys Inc | $38.40万 | 0.13% | 2,986 | 0 | 0.0% | — | 不变 |
| IYH | iShares Tr | $38.10万 | 0.13% | 5,692 | -375 | -6.2% | -$2.51万 | 减仓 |
| NOC | Northrop Grumman Corp | $37.20万 | 0.13% | 729 | 1 | 0.1% | $510 | 加仓 |
| CSCO | Cisco Systems Inc | $35.30万 | 0.12% | 3,007 | 11 | 0.4% | $1,291 | 加仓 |
| ORCL | Oracle Corp | $35.00万 | 0.12% | 2,385 | 0 | 0.0% | — | 不变 |
| UNP | Union Pac Corp | $34.70万 | 0.12% | 1,276 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $34.10万 | 0.12% | 295 | 295 | — | $34.10万 | 新建仓 |
| WMT | Walmart Inc | $33.90万 | 0.12% | 2,990 | 0 | 0.0% | — | 不变 |
| MSI | Motorola Solutions Inc | $33.60万 | 0.12% | 810 | 0 | 0.0% | — | 不变 |
| GGG | Graco Inc | $33.40万 | 0.12% | 4,416 | 0 | 0.0% | — | 不变 |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | $32.50万 | 0.11% | 5,192 | 12 | 0.2% | $751 | 加仓 |
| VSS | Vanguard Intl Equity Index F | $30.10万 | 0.11% | 1,948 | -333 | -14.6% | -$5.15万 | 减仓 |
| AZO | Autozone Inc | $29.40万 | 0.10% | 92 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corp | $29.00万 | 0.10% | 5,098 | 0 | 0.0% | — | 不变 |
| TXRH | Texas Roadhouse Inc | $28.40万 | 0.10% | 1,468 | 0 | 0.0% | — | 不变 |
| ELV | Elevance Health Inc | $28.00万 | 0.10% | 723 | -183 | -20.2% | -$7.09万 | 减仓 |
| MRSH | Marsh & McClennan Companies Inc | $26.80万 | 0.09% | 1,607 | 0 | 0.0% | — | 不变 |
| HD | The Home Depot Inc | $26.60万 | 0.09% | 754 | 0 | 0.0% | — | 不变 |
| LITE | Lumentum Holdings Inc | $26.20万 | 0.09% | 305 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Co | $26.10万 | 0.09% | 10,898 | 0 | 0.0% | — | 不变 |
| IJH | iShares Tr | $26.00万 | 0.09% | 3,373 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Sys Inc | $25.50万 | 0.09% | 1,243 | -12 | -1.0% | -$2,462 | 减仓 |
| MCK | McKesson Corp | $25.30万 | 0.09% | 335 | 0 | 0.0% | — | 不变 |
| EBAY | eBay Inc | $24.30万 | 0.09% | 2,172 | 2,172 | — | $24.30万 | 新建仓 |
| SCHD | Schwab Strategic Tr | $24.10万 | 0.08% | 7,599 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks Corp | $24.00万 | 0.08% | 2,348 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp Del | $23.70万 | 0.08% | 1,244 | 0 | 0.0% | — | 不变 |
| SCHH | Schwab Strategic Tr | $23.70万 | 0.08% | 10,001 | -242 | -2.4% | -$5,735 | 减仓 |