Palumbo Wealth Management LLC
GREAT NECK NY · SEC CIK 0001846310
$4.73亿2026Q2 申报市值
237持仓数
39.6%前十大占比 · 第一大 7.6%
29 / 14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
JPST 加仓+$391.35万
MSFT 加仓+$369.93万
MINT 加仓+$321.96万
CARLSMED INC 新建仓+$277.46万
ABSI 新建仓+$212.32万
2026Q2 卖出最多 按季末市值估算
SHY 减仓-$466.52万
BW 减仓-$326.28万
WSM 清仓-$249.35万
BE 减仓-$124.08万
NKE 减仓-$96.31万
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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -13,676 | -100.0% | -$249.35万 | 清仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -29,931 | -100.0% | -$68.81万 | 清仓 |
| IMMX | IMMIX BIOPHARMA INC | $0 | 0.00% | 0 | -55,232 | -100.0% | -$50.32万 | 清仓 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 0 | -40,373 | -100.0% | -$46.31万 | 清仓 |
| OCS | OCULIS HOLDING AG | $0 | 0.00% | 0 | -13,711 | -100.0% | -$36.46万 | 清仓 |
| — | HERON THERAPEUTICS INC | $0 | 0.00% | 0 | -412,496 | -100.0% | -$33.00万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,240 | -100.0% | -$23.88万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,676 | -100.0% | -$20.89万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -661 | -100.0% | -$20.76万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,183 | -100.0% | -$20.52万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -15,548 | -100.0% | -$19.70万 | 清仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $0 | 0.00% | 0 | -57,849 | -100.0% | -$13.71万 | 清仓 |
| — | TRAWS PHARMA INC | $0 | 0.00% | 0 | -61,175 | -100.0% | -$11.20万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -10,123 | -100.0% | -$7.90万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $9.50万 | 0.02% | 17,520 | -5,026 | -22.3% | -$2.72万 | 减仓 |
| IMRX | IMMUNEERING CORP | $9.52万 | 0.02% | 19,083 | 413 | 2.2% | $2,061 | 加仓 |
| — | SEER INC | $11.37万 | 0.02% | 68,483 | 1,296 | 1.9% | $2,151 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $12.39万 | 0.03% | 66,232 | 1,001 | 1.5% | $1,872 | 加仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $14.34万 | 0.03% | 18,105 | 317 | 1.8% | $2,511 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $18.48万 | 0.04% | 16,647 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.05万 | 0.04% | 2,177 | -2,242 | -50.7% | -$20.65万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $20.35万 | 0.04% | 6,626 | 123 | 1.9% | $3,777 | 加仓 |
| FDX | FEDEX CORP | $20.62万 | 0.04% | 658 | -152 | -18.8% | -$4.76万 | 减仓 |
| RBRK | RUBRIK INC. | $20.84万 | 0.04% | 2,596 | 2,596 | — | $20.84万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $20.86万 | 0.04% | 59,773 | 1,314 | 2.2% | $4,586 | 加仓 |
| ARVN | ARVINAS INC | $21.03万 | 0.04% | 25,305 | 25,305 | — | $21.03万 | 新建仓 |
| ECL | ECOLAB INC | $21.06万 | 0.04% | 756 | -18 | -2.3% | -$5,015 | 减仓 |
| UNP | UNION PAC CORP | $21.15万 | 0.04% | 777 | 777 | — | $21.15万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $21.29万 | 0.05% | 2,757 | 16 | 0.6% | $1,235 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $21.42万 | 0.05% | 2,808 | 13 | 0.5% | $992 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $21.62万 | 0.05% | 3,501 | 15 | 0.4% | $926 | 加仓 |
| MUB | ISHARES TR | $21.77万 | 0.05% | 2,023 | -1,376 | -40.5% | -$14.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.91万 | 0.05% | 227 | 227 | — | $21.91万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $22.49万 | 0.05% | 64,247 | 1,463 | 2.3% | $5,121 | 加仓 |
| GWW | WW GRAINGER INC | $22.58万 | 0.05% | 166 | 166 | — | $22.58万 | 新建仓 |
| PWR | QUANTA SVCS INC | $22.61万 | 0.05% | 314 | 314 | — | $22.61万 | 新建仓 |
| VST | VISTRA CORP | $23.03万 | 0.05% | 1,452 | -4 | -0.3% | -$635 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.08万 | 0.05% | 11,902 | 11,902 | — | $23.08万 | 新建仓 |
| SSUS | STRATEGY SHS | $23.60万 | 0.05% | 4,266 | 0 | 0.0% | — | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $23.73万 | 0.05% | 3,773 | 238 | 6.7% | $1.50万 | 加仓 |
| T | AT&T INC | $24.10万 | 0.05% | 11,645 | -1,281 | -9.9% | -$2.65万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $24.45万 | 0.05% | 717 | 717 | — | $24.45万 | 新建仓 |
| NEM | NEWMONT CORP | $24.51万 | 0.05% | 2,624 | -27 | -1.0% | -$2,522 | 减仓 |
| NVS | NOVARTIS AG | $24.55万 | 0.05% | 1,567 | 30 | 2.0% | $4,701 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $24.89万 | 0.05% | 6,765 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $24.91万 | 0.05% | 2,574 | 2,574 | — | $24.91万 | 新建仓 |
| PATH | UIPATH INC | $25.43万 | 0.05% | 23,399 | 367 | 1.6% | $3,989 | 加仓 |
| ADI | ANALOG DEVICES INC | $25.72万 | 0.05% | 647 | -1 | -0.2% | -$397 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $26.38万 | 0.06% | 5,818 | -733 | -11.2% | -$3.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.55万 | 0.06% | 517 | 517 | — | $26.55万 | 新建仓 |
| KLAC | KLA CORP | $26.79万 | 0.06% | 888 | 888 | — | $26.79万 | 新建仓 |
| TJX | TJX COS INC NEW | $27.04万 | 0.06% | 1,785 | -141 | -7.3% | -$2.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.25万 | 0.06% | 6,437 | -57 | -0.9% | -$2,413 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $28.47万 | 0.06% | 827 | 827 | — | $28.47万 | 新建仓 |
| ZS | ZSCALER INC | $28.48万 | 0.06% | 2,018 | 22 | 1.1% | $3,105 | 加仓 |
| ABBV | ABBVIE INC | $28.55万 | 0.06% | 1,134 | -93 | -7.6% | -$2.34万 | 减仓 |
| ADBE | ADOBE INC | $28.74万 | 0.06% | 1,402 | -39 | -2.7% | -$7,996 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $29.18万 | 0.06% | 2,714 | -27 | -1.0% | -$2,903 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $29.30万 | 0.06% | 2,390 | -3,693 | -60.7% | -$45.27万 | 减仓 |
| NFLX | NETFLIX INC. | $29.43万 | 0.06% | 4,122 | -495 | -10.7% | -$3.53万 | 减仓 |
| PLD | PROLOGIS INC. | $29.91万 | 0.06% | 2,208 | 1 | 0.0% | $135 | 加仓 |
| ESTC | ELASTIC N V | $30.24万 | 0.06% | 5,303 | 81 | 1.6% | $4,619 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $30.25万 | 0.06% | 3,103 | -7,257 | -70.0% | -$70.74万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $30.91万 | 0.07% | 8,260 | 87 | 1.1% | $3,256 | 加仓 |
| ABNB | AIRBNB INC | $31.08万 | 0.07% | 2,172 | 125 | 6.1% | $1.79万 | 加仓 |
| — | MYOMO INC | $31.18万 | 0.07% | 299,776 | 299,776 | — | $31.18万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $31.34万 | 0.07% | 67,116 | -63,898 | -48.8% | -$29.84万 | 减仓 |
| SYM | SYMBOTIC INC | $31.39万 | 0.07% | 6,984 | 138 | 2.0% | $6,203 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $31.45万 | 0.07% | 2,686 | -2,300 | -46.1% | -$26.93万 | 减仓 |
| INTC | INTEL CORP | $31.66万 | 0.07% | 2,267 | 2,267 | — | $31.66万 | 新建仓 |
| YUM | YUM BRANDS INC | $31.74万 | 0.07% | 1,985 | -18 | -0.9% | -$2,878 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.86万 | 0.07% | 688 | 19 | 2.8% | $9,075 | 加仓 |
| PAYX | PAYCHEX INC | $33.37万 | 0.07% | 3,394 | -154 | -4.3% | -$1.51万 | 减仓 |
| SBUX | STARBUCKS CORP | $33.94万 | 0.07% | 3,321 | 70 | 2.2% | $7,154 | 加仓 |
| — | ISHARES ETHEREUM TR | $34.42万 | 0.07% | 28,945 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $35.25万 | 0.07% | 2,155 | -38 | -1.7% | -$6,215 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $35.77万 | 0.08% | 3,233 | 19 | 0.6% | $2,102 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $37.21万 | 0.08% | 1,683 | 1,683 | — | $37.21万 | 新建仓 |
| HON | HONEYWELL INTL INC | $37.72万 | 0.08% | 1,685 | -1,640 | -49.3% | -$36.71万 | 减仓 |
| PKG | PACKAGING CORP AMER | $37.96万 | 0.08% | 1,593 | -106 | -6.2% | -$2.53万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.97万 | 0.08% | 375 | 20 | 5.6% | $2.03万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $38.02万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| PRME | PRIME MEDICINE INC | $38.30万 | 0.08% | 103,801 | 1,555 | 1.5% | $5,738 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $38.72万 | 0.08% | 3,588 | 5 | 0.1% | $540 | 加仓 |
| GTLB | GITLAB INC | $39.18万 | 0.08% | 12,832 | 175 | 1.4% | $5,343 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $39.37万 | 0.08% | 14,532 | 14,532 | — | $39.37万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $39.61万 | 0.08% | 4,768 | -310 | -6.1% | -$2.58万 | 减仓 |
| OABI | OMNIAB INC | $39.85万 | 0.08% | 161,975 | 161,975 | — | $39.85万 | 新建仓 |
| — | PROSHARES TR | $40.30万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $40.81万 | 0.09% | 3,334 | 91 | 2.8% | $1.11万 | 加仓 |
| TXN | TEXAS INSTRS INC | $41.71万 | 0.09% | 1,399 | 29 | 2.1% | $8,646 | 加仓 |
| SO | SOUTHERN CO | $42.47万 | 0.09% | 4,437 | 87 | 2.0% | $8,327 | 加仓 |
| MDB | MONGODB INC | $42.56万 | 0.09% | 1,267 | 19 | 1.5% | $6,382 | 加仓 |
| GM | GENERAL MTRS CO | $42.72万 | 0.09% | 5,542 | -366 | -6.2% | -$2.82万 | 减仓 |
| QCOM | QUALCOMM INC | $42.78万 | 0.09% | 2,315 | -157 | -6.4% | -$2.90万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $42.97万 | 0.09% | 2,660 | 2,660 | — | $42.97万 | 新建仓 |
| BLK | BLACKROCK INC | $43.88万 | 0.09% | 456 | 10 | 2.2% | $9,622 | 加仓 |
| CSCO | CISCO SYS INC | $44.53万 | 0.09% | 3,791 | 52 | 1.4% | $6,108 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $44.77万 | 0.09% | 91,739 | 91,739 | — | $44.77万 | 新建仓 |
| BX | BLACKSTONE INC | $45.73万 | 0.10% | 3,886 | 149 | 4.0% | $1.75万 | 加仓 |