Palisades Hudson Asset Management, L.P.
FORT LAUDERDALE FL · SEC CIK 0001388443
$2.57亿2026Q1 申报市值
108持仓数
57.5%前十大占比 · 第一大 13.0%
7 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ESGV 加仓+$61.90万
FITB 新建仓+$48.60万
VUSB 加仓+$41.85万
VOO 加仓+$29.69万
VTV 新建仓+$25.20万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$228.21万
Comerica Inc 清仓-$48.80万
JP Morgan Exchan 减仓-$39.05万
IEUR 减仓-$31.79万
IJS 减仓-$29.81万
2026Q1 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 | $3,336.00万 | 13.00% | 281,640 | -2,517 | -0.9% | -$29.81万 | 减仓 |
| VTI | Vanguard Index Fds | $1,876.20万 | 7.31% | 58,483 | -36 | -0.1% | -$1.15万 | 减仓 |
| SPY | SPDR S&P 500 ETF Tr | $1,838.10万 | 7.16% | 28,264 | -451 | -1.6% | -$29.33万 | 减仓 |
| IJT | iShares Tr | $1,433.10万 | 5.59% | 99,030 | 746 | 0.8% | $10.80万 | 加仓 |
| IVV | iShares Tr | $1,376.60万 | 5.37% | 21,074 | -34 | -0.2% | -$2.22万 | 减仓 |
| IJR | iShares Tr | $1,190.10万 | 4.64% | 95,738 | -64 | -0.1% | -$7,956 | 减仓 |
| IEUR | iShares Tr | $1,067.20万 | 4.16% | 151,867 | -4,524 | -2.9% | -$31.79万 | 减仓 |
| EWJ | iShares | $902.30万 | 3.52% | 106,859 | -509 | -0.5% | -$4.30万 | 减仓 |
| — | JP Morgan Exchange Traded Fund | $870.20万 | 3.39% | 126,278 | -5,667 | -4.3% | -$39.05万 | 减仓 |
| AAXJ | iShares Tr | $865.70万 | 3.37% | 89,902 | -1,119 | -1.2% | -$10.78万 | 减仓 |
| IAU | iShares Gold Trust | $645.80万 | 2.52% | 73,252 | -25,886 | -26.1% | -$228.21万 | 减仓 |
| VGK | Vanguard Intl Equity Index F | $606.00万 | 2.36% | 73,512 | -743 | -1.0% | -$6.12万 | 减仓 |
| SLYV | SPDR S&P Small Cap Value | $587.10万 | 2.29% | 62,074 | 317 | 0.5% | $3.00万 | 加仓 |
| EWA | iShares | $553.10万 | 2.16% | 199,243 | 299 | 0.2% | $8,300 | 加仓 |
| ESGV | Vanguard World FD | $523.80万 | 2.04% | 46,652 | 5,513 | 13.4% | $61.90万 | 加仓 |
| NVDA | Nvidia Corp | $505.80万 | 1.97% | 29,003 | 0 | 0.0% | — | 不变 |
| NUSC | Nuveen ESG Small-Cap ETF | $505.30万 | 1.97% | 112,146 | 4,177 | 3.9% | $18.82万 | 加仓 |
| VUSB | Vanguard Bd Index Fds | $474.10万 | 1.85% | 95,237 | 8,407 | 9.7% | $41.85万 | 加仓 |
| AAPL | Apple Inc | $450.10万 | 1.75% | 17,734 | -87 | -0.5% | -$2.21万 | 减仓 |
| GLD | SPDR Gold Trust | $410.70万 | 1.60% | 9,545 | -213 | -2.2% | -$9.16万 | 减仓 |
| MSFT | Microsoft Corp | $327.50万 | 1.28% | 8,844 | 0 | 0.0% | — | 不变 |
| GNR | SPDR Index Shs Fds | $300.40万 | 1.17% | 40,232 | -590 | -1.4% | -$4.41万 | 减仓 |
| AMZN | Amazon Com Inc | $243.00万 | 0.95% | 11,666 | 0 | 0.0% | — | 不变 |
| — | VanEck ETF Trust | $213.40万 | 0.83% | 15,376 | 0 | 0.0% | — | 不变 |
| GOOG | Alphabet Inc | $204.20万 | 0.80% | 7,119 | 13 | 0.2% | $3,729 | 加仓 |
| SLYG | SPDR S&P Small Cap Growth | $188.60万 | 0.74% | 19,516 | 121 | 0.6% | $1.17万 | 加仓 |
| FREL | Fidelity MSCI Real Estate ETF | $168.70万 | 0.66% | 62,684 | 527 | 0.8% | $1.42万 | 加仓 |
| EWC | iShares | $168.30万 | 0.66% | 30,726 | -297 | -1.0% | -$1.63万 | 减仓 |
| VNQ | Vanguard Index Fds | $167.50万 | 0.65% | 18,878 | 1,746 | 10.2% | $15.49万 | 加仓 |
| GOOGL | Alphabet Inc | $130.70万 | 0.51% | 4,546 | 90 | 2.0% | $2.59万 | 加仓 |
| IEV | iShares Tr | $124.50万 | 0.49% | 18,325 | -145 | -0.8% | -$9,851 | 减仓 |
| GS | Goldman Sachs Group Inc | $121.20万 | 0.47% | 1,433 | 0 | 0.0% | — | 不变 |
| COST | Costco Whsl Corp New | $119.10万 | 0.46% | 1,201 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Inc | $109.40万 | 0.43% | 2,945 | 412 | 16.3% | $15.30万 | 加仓 |
| IWM | iShares Tr | $95.80万 | 0.37% | 3,862 | 0 | 0.0% | — | 不变 |
| VOO | Vanguard Intl Equity Index F | $94.50万 | 0.37% | 1,582 | 497 | 45.8% | $29.69万 | 加仓 |
| ICLN | iShares Tr | $91.40万 | 0.36% | 49,979 | 2,137 | 4.5% | $3.91万 | 加仓 |
| STLD | Steel Dynamics Inc | $87.70万 | 0.34% | 4,874 | 0 | 0.0% | — | 不变 |
| V | Visa Inc | $86.80万 | 0.34% | 2,873 | 0 | 0.0% | — | 不变 |
| IWO | iShares Tr | $80.80万 | 0.31% | 2,576 | 1 | 0.0% | $314 | 加仓 |
| MA | Mastercard Inc | $75.30万 | 0.29% | 1,508 | 0 | 0.0% | — | 不变 |
| — | JPMorgan Exchange Traded Fund | $71.90万 | 0.28% | 7,649 | -29 | -0.4% | -$2,726 | 减仓 |
| ABBV | AbbVie Inc | $71.30万 | 0.28% | 3,281 | 0 | 0.0% | — | 不变 |
| AXP | American Express Co | $70.00万 | 0.27% | 2,315 | 0 | 0.0% | — | 不变 |
| IWN | iShares Tr | $68.60万 | 0.27% | 3,616 | 6 | 0.2% | $1,138 | 加仓 |
| INTU | Intuit | $64.50万 | 0.25% | 1,493 | 0 | 0.0% | — | 不变 |
| YUM | Yum Brands Inc | $64.40万 | 0.25% | 4,143 | 0 | 0.0% | — | 不变 |
| CHRW | C H Robinson Worldwide Inc | $64.30万 | 0.25% | 3,871 | 0 | 0.0% | — | 不变 |
| PNC | PNC Finl Svcs Group Inc | $62.30万 | 0.24% | 2,996 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies PLC Class A | $59.40万 | 0.23% | 1,427 | 0 | 0.0% | — | 不变 |
| PLD | Prologis Inc | $58.40万 | 0.23% | 4,419 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp | $54.90万 | 0.21% | 1,258 | 0 | 0.0% | — | 不变 |
| BWZ | SPDR Series Trust | $54.10万 | 0.21% | 20,115 | 46 | 0.2% | $1,237 | 加仓 |
| SLV | iShares Silver Trust | $54.10万 | 0.21% | 7,939 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp Class A | $52.60万 | 0.21% | 4,160 | 0 | 0.0% | — | 不变 |
| META | Meta Platforms Inc | $50.70万 | 0.20% | 886 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom | $50.40万 | 0.20% | 1,629 | 8 | 0.5% | $2,475 | 加仓 |
| MAR | Marriott Intl Inc | $50.10万 | 0.20% | 1,533 | 0 | 0.0% | — | 不变 |
| NOC | Northrop Grumman Corp | $49.70万 | 0.19% | 728 | 0 | 0.0% | — | 不变 |
| ABT | Abbott Labs | $49.10万 | 0.19% | 4,789 | 0 | 0.0% | — | 不变 |
| FITB | Fifth Third Bancorp | $48.60万 | 0.19% | 10,464 | 10,464 | — | $48.60万 | 新建仓 |
| HIG | The Hartford Insurance Group Inc | $47.60万 | 0.19% | 3,523 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Bd Index Fds | $40.10万 | 0.16% | 8,352 | 25 | 0.3% | $1,200 | 加仓 |
| DE | Deere & Co | $40.10万 | 0.16% | 712 | 0 | 0.0% | — | 不变 |
| BA | Boeing Co | $39.90万 | 0.16% | 2,005 | 0 | 0.0% | — | 不变 |
| IYH | iShares Tr | $37.40万 | 0.15% | 6,067 | -58 | -0.9% | -$3,575 | 减仓 |
| GGG | Graco Inc | $37.40万 | 0.15% | 4,416 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $37.10万 | 0.14% | 2,990 | -1,300 | -30.3% | -$16.13万 | 减仓 |
| MSI | Motorola Solutions Inc | $35.20万 | 0.14% | 810 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle Corp | $35.10万 | 0.14% | 2,385 | 0 | 0.0% | — | 不变 |
| CMI | Cummins Inc | $33.40万 | 0.13% | 620 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar | $33.40万 | 0.13% | 471 | 0 | 0.0% | — | 不变 |
| VSS | Vanguard Intl Equity Index F | $33.30万 | 0.13% | 2,281 | 0 | 0.0% | — | 不变 |
| AZO | Autozone Inc | $31.10万 | 0.12% | 92 | 0 | 0.0% | — | 不变 |
| MS | Morgan Stanley | $30.90万 | 0.12% | 1,878 | 0 | 0.0% | — | 不变 |
| UNP | Union Pac Corp | $30.90万 | 0.12% | 1,276 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Sys Inc | $30.50万 | 0.12% | 1,255 | 0 | 0.0% | — | 不变 |
| GRID | First Trust NASDAQ Cln Edge Inf ETF | $30.40万 | 0.12% | 1,861 | 277 | 17.5% | $4.52万 | 加仓 |
| T | AT&T Inc | $30.30万 | 0.12% | 10,445 | 3,027 | 40.8% | $8.78万 | 重新持有 |
| MCK | McKesson Corp | $29.00万 | 0.11% | 335 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth Group Inc | $28.40万 | 0.11% | 1,047 | 0 | 0.0% | — | 不变 |
| KLAC | KLA Corp | $28.20万 | 0.11% | 192 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & McClennan Companies Inc | $27.90万 | 0.11% | 1,607 | 0 | 0.0% | — | 不变 |
| RHP | Ryman Hospitality Pptys Inc | $27.60万 | 0.11% | 2,986 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Co | $26.60万 | 0.10% | 10,898 | 0 | 0.0% | — | 不变 |
| ELV | Elevance Health Inc | $26.50万 | 0.10% | 906 | 0 | 0.0% | — | 不变 |
| IQSU | NYLI Candriam U.S. Large Cap Equity ETF | $26.50万 | 0.10% | 5,180 | 13 | 0.3% | $665 | 加仓 |
| VTV | Vanguard Value ETF | $25.20万 | 0.10% | 1,282 | 1,282 | — | $25.20万 | 新建仓 |
| GILD | Gilead Sciences Inc | $24.90万 | 0.10% | 1,792 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corp | $24.80万 | 0.10% | 5,098 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $24.80万 | 0.10% | 754 | 0 | 0.0% | — | 不变 |
| TXRH | Texas Roadhouse Inc | $24.20万 | 0.09% | 1,468 | 0 | 0.0% | — | 不变 |
| DHR | Danaher Corp Del | $23.60万 | 0.09% | 1,244 | 0 | 0.0% | — | 不变 |
| SCHD | Schwab Strategic Tr | $23.30万 | 0.09% | 7,599 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems Inc | $23.20万 | 0.09% | 2,996 | 0 | 0.0% | — | 不变 |
| PG | Proctor and Gamble Co | $23.10万 | 0.09% | 1,601 | 0 | 0.0% | — | 不变 |
| IJH | iShares Tr | $22.80万 | 0.09% | 3,373 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $22.60万 | 0.09% | 1,325 | 1,325 | — | $22.60万 | 新建仓 |
| NFLX | Netflix Inc | $22.40万 | 0.09% | 2,330 | 0 | 0.0% | — | 不变 |
| SCHH | Schwab Strategic Tr | $22.00万 | 0.09% | 10,243 | 295 | 3.0% | $6,336 | 加仓 |