PALLADIEM, LLC
BRYN MAWR PA · SEC CIK 0001629271
$1.05亿2026Q1 申报市值
158持仓数
63.0%前十大占比 · 第一大 9.2%
7 / 12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
SPDR GOLD MINISH 新建仓+$690.74万
QUAL 加仓+$35.78万
AZN 新建仓+$29.03万
POWL 加仓+$12.72万
CAT 加仓+$10.23万
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$38.39万
SPYV 减仓-$37.80万
IBIT 减仓-$37.55万
SAP 清仓-$28.90万
IQLT 减仓-$26.40万
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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | SPDR GOLD MINISHARES ETV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -1,181 | -100.0% | -$28.90万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -1,412 | -100.0% | -$26.12万 | 清仓 |
| NVO | NOVO-NORDISK A S ADR | $0 | 0.00% | 0 | -2,279 | -100.0% | -$11.67万 | 清仓 |
| NDSN | NORDSON CORP COM | $0 | 0.00% | 0 | -428 | -100.0% | -$10.45万 | 清仓 |
| AMT | AMERICAN TOWER CORP NEW COM | $0 | 0.00% | 0 | -339 | -100.0% | -$5.99万 | 清仓 |
| THRM | GENTHERM INC COM | $0 | 0.00% | 0 | -1,400 | -100.0% | -$5.25万 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$3.64万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $0 | 0.00% | 0 | -180 | -100.0% | -$2.08万 | 清仓 |
| — | THOMSON REUTERS CORP COM | $0 | 0.00% | 0 | -155 | -100.0% | -$2.06万 | 清仓 |
| EFX | EQUIFAX INC COM | $0 | 0.00% | 0 | -85 | -100.0% | -$1.88万 | 清仓 |
| DASH | DOORDASH INC CL A | $0 | 0.00% | 0 | -80 | -100.0% | -$1.82万 | 清仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $0 | 0.00% | 0 | -52 | -100.0% | -$4,503 | 清仓 |
| ABT | ABBOTT LABORATORIES COM | $100 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC COM | $355 | 0.00% | 3 | -199 | -98.5% | -$2.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $378 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $427 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $646 | 0.00% | 16 | -2,571 | -99.4% | -$10.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $670 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $832 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $869 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $901 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $901 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $1,039 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $1,053 | 0.00% | 3 | -152 | -98.1% | -$5.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,123 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1,174 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $1,214 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,225 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $1,233 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $1,239 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $1,243 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1,254 | 0.00% | 4 | -236 | -98.3% | -$7.40万 | 减仓 |
| AMGN | AMGEN INC COM | $1,404 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1,488 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $1,566 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $1,571 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1,814 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $1,846 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $2,288 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $2,641 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $2,679 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $3,631 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4,319 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $4,531 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $1.22万 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.76万 | 0.02% | 384 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $2.09万 | 0.02% | 391 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC COM | $2.21万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $2.23万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $2.24万 | 0.02% | 230 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $2.34万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $2.34万 | 0.02% | 1,301 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2.35万 | 0.02% | 768 | 71 | 10.2% | $2,170 | 加仓 |
| WTRG | ESSENTIAL UTILS INC COM | $2.42万 | 0.02% | 590 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS SHS | $2.46万 | 0.02% | 251 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL COM | $2.50万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A SPONSORED ADS | $2.72万 | 0.03% | 460 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $2.74万 | 0.03% | 135 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP COM | $2.80万 | 0.03% | 244 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $2.94万 | 0.03% | 174 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $2.96万 | 0.03% | 137 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $3.00万 | 0.03% | 610 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $3.15万 | 0.03% | 407 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC COM | $3.23万 | 0.03% | 18 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $3.26万 | 0.03% | 255 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $3.35万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC COM NEW | $3.39万 | 0.03% | 813 | 813 | — | $3.39万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $3.41万 | 0.03% | 70 | 70 | — | $3.41万 | 新建仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $3.43万 | 0.03% | 720 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $3.60万 | 0.03% | 1,080 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3.98万 | 0.04% | 90 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $4.30万 | 0.04% | 132 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $4.51万 | 0.04% | 210 | 110 | 110.0% | $2.36万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $4.77万 | 0.05% | 778 | -15 | -1.9% | -$919 | 减仓 |
| COHR | COHERENT CORP COM | $4.83万 | 0.05% | 170 | 170 | — | $4.83万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $4.86万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| VERX | VERTEX INC CL A | $4.92万 | 0.05% | 4,370 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $5.34万 | 0.05% | 364 | 2 | 0.6% | $293 | 加仓 |
| QCOM | QUALCOMM INC COM | $5.75万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5.77万 | 0.06% | 125 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $5.99万 | 0.06% | 78 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $6.36万 | 0.06% | 126 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC COM | $6.42万 | 0.06% | 975 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $6.42万 | 0.06% | 160 | 160 | — | $6.42万 | 新建仓 |
| ORCL | ORACLE CORP COM | $6.71万 | 0.06% | 486 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $6.71万 | 0.06% | 1,281 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $6.79万 | 0.06% | 407 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $6.81万 | 0.06% | 818 | 618 | 309.0% | $5.14万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $7.28万 | 0.07% | 4,645 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $7.34万 | 0.07% | 480 | 480 | — | $7.34万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $7.68万 | 0.07% | 923 | 5 | 0.5% | $416 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $8.01万 | 0.08% | 1,210 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $8.17万 | 0.08% | 325 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $8.37万 | 0.08% | 252 | 2 | 0.8% | $665 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $8.78万 | 0.08% | 175 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $9.10万 | 0.09% | 2,950 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $9.37万 | 0.09% | 1,066 | 2 | 0.2% | $176 | 加仓 |
| CAT | CATERPILLAR INC COM | $10.39万 | 0.10% | 132 | 130 | 6,500.0% | $10.23万 | 加仓 |
| HEI | HEICO CORP NEW COM | $10.41万 | 0.10% | 355 | 0 | 0.0% | — | 不变 |