Palumbo Wealth Management LLC
GREAT NECK NY · SEC CIK 0001846310
$4.10亿2026Q1 申报市值
221持仓数
40.4%前十大占比 · 第一大 7.7%
22 / 20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
JPM 加仓+$529.89万
SHY 加仓+$517.10万
IBIT 加仓+$289.89万
UBER 加仓+$235.61万
NVDA 加仓+$154.15万
2026Q1 卖出最多 按季末市值估算
GBTC 清仓-$459.78万
WSM 减仓-$225.39万
LEN 清仓-$132.21万
CIDARA THERAPEUT 清仓-$72.52万
GRAYSCALE ETHERE 清仓-$68.47万
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 |
|---|---|---|---|---|---|---|---|---|
| WDAY | WORKDAY INC | $42.13万 | 0.10% | 3,243 | 343 | 11.8% | $4.46万 | 加仓 |
| BLK | BLACKROCK INC | $42.94万 | 0.10% | 446 | 21 | 4.9% | $2.02万 | 加仓 |
| BX | BLACKSTONE INC | $42.97万 | 0.10% | 3,737 | -95 | -2.5% | -$1.09万 | 减仓 |
| NUVB | NUVATION BIO INC | $43.31万 | 0.11% | 100,963 | -62,793 | -38.3% | -$26.94万 | 减仓 |
| GM | GENERAL MTRS CO | $44.01万 | 0.11% | 5,908 | 59 | 1.0% | $4,395 | 加仓 |
| NFLX | NETFLIX INC. | $44.39万 | 0.11% | 4,617 | -173 | -3.6% | -$1.66万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.40万 | 0.11% | 2,064 | 4 | 0.2% | $860 | 加仓 |
| SIBN | SI BONE INC | $44.88万 | 0.11% | 35,532 | -6,423 | -15.3% | -$8.11万 | 减仓 |
| GE | GE AEROSPACE | $45.15万 | 0.11% | 1,591 | 325 | 25.7% | $9.22万 | 加仓 |
| COWG | PACER FDS TR | $45.79万 | 0.11% | 13,573 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $45.82万 | 0.11% | 28,945 | -335 | -1.1% | -$5,303 | 重新持有 |
| MIRM | MIRUM PHARMACEUTICALS INC | $46.06万 | 0.11% | 4,986 | -96 | -1.9% | -$8,868 | 减仓 |
| OFIX | ORTHOFIX MED INC | $46.31万 | 0.11% | 40,373 | -2,537 | -5.9% | -$2.91万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.64万 | 0.11% | 5,762 | 34 | 0.6% | $2,752 | 加仓 |
| KO | COCA COLA CO | $47.20万 | 0.12% | 6,206 | 745 | 13.6% | $5.67万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $50.32万 | 0.12% | 55,232 | 55,232 | — | $50.32万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $50.42万 | 0.12% | 3,343 | 289 | 9.5% | $4.36万 | 加仓 |
| CI | THE CIGNA GROUP | $50.54万 | 0.12% | 1,894 | 33 | 1.8% | $8,805 | 加仓 |
| AMGN | AMGEN INC | $52.28万 | 0.13% | 1,486 | 10 | 0.7% | $3,518 | 加仓 |
| GEV | GE VERNOVA INC | $52.52万 | 0.13% | 602 | 120 | 24.9% | $10.47万 | 加仓 |
| RTX | RTX CORPORATION | $53.02万 | 0.13% | 2,749 | 266 | 10.7% | $5.13万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $53.26万 | 0.13% | 22,348 | -309 | -1.4% | -$7,363 | 减仓 |
| MNDY | MONDAY COM LTD | $53.48万 | 0.13% | 7,738 | -870 | -10.1% | -$6.01万 | 减仓 |
| LIN | LINDE PLC | $53.51万 | 0.13% | 1,079 | 157 | 17.0% | $7.79万 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $54.11万 | 0.13% | 131,014 | 17,657 | 15.6% | $7.29万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $54.47万 | 0.13% | 925 | 925 | — | $54.47万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $54.51万 | 0.13% | 19,643 | -17,662 | -47.3% | -$49.01万 | 减仓 |
| AGG | ISHARES TR | $56.92万 | 0.14% | 5,734 | 0 | 0.0% | — | 不变 |
| ANIK | ANIKA THERAPEUTICS INC | $57.17万 | 0.14% | 39,426 | 39,426 | — | $57.17万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $57.63万 | 0.14% | 5,288 | -242 | -4.4% | -$2.64万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $57.92万 | 0.14% | 15,306 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $57.92万 | 0.14% | 1,915 | 209 | 12.3% | $6.32万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $57.95万 | 0.14% | 112,080 | -6,147 | -5.2% | -$3.18万 | 减仓 |
| PHVS | PHARVARIS N V | $58.22万 | 0.14% | 20,608 | 426 | 2.1% | $1.20万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $58.34万 | 0.14% | 15,304 | 15,304 | — | $58.34万 | 新建仓 |
| MRK | MERCK & CO INC | $58.46万 | 0.14% | 4,860 | 264 | 5.7% | $3.18万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $60.63万 | 0.15% | 9,898 | -89 | -0.9% | -$5,452 | 减仓 |
| CDNA | CAREDX INC | $63.21万 | 0.15% | 36,410 | -9,349 | -20.4% | -$16.23万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $63.64万 | 0.16% | 6,198 | -715 | -10.3% | -$7.34万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $64.11万 | 0.16% | 6,083 | -257 | -4.1% | -$2.71万 | 减仓 |
| JOBY | JOBY AVIATION INC | $64.19万 | 0.16% | 77,710 | 77,710 | — | $64.19万 | 新建仓 |
| HD | HOME DEPOT INC | $65.07万 | 0.16% | 1,979 | 5 | 0.3% | $1,644 | 加仓 |
| NEE | NEXTERA ENERGY INC | $65.47万 | 0.16% | 7,049 | 473 | 7.2% | $4.39万 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $65.58万 | 0.16% | 146,709 | -31,298 | -17.6% | -$13.99万 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $66.62万 | 0.16% | 80,264 | -36,857 | -31.5% | -$30.59万 | 减仓 |
| MLPX | GLOBAL X FDS | $67.15万 | 0.16% | 9,082 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $68.45万 | 0.17% | 2,852 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $68.69万 | 0.17% | 13,240 | 17 | 0.1% | $882 | 加仓 |
| EVMN | EVOMMUNE INC | $68.81万 | 0.17% | 29,931 | 29,931 | — | $68.81万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $69.72万 | 0.17% | 2,173 | -34 | -1.5% | -$1.09万 | 减仓 |
| IMNM | IMMUNOME INC | $70.10万 | 0.17% | 32,051 | 1,073 | 3.5% | $2.35万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $71.76万 | 0.18% | 37,966 | 37,966 | — | $71.76万 | 新建仓 |
| XMTR | XOMETRY INC | $72.70万 | 0.18% | 17,800 | 1,683 | 10.4% | $6.87万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $73.19万 | 0.18% | 10,173 | -4,541 | -30.9% | -$32.67万 | 减仓 |
| NVAX | NOVAVAX INC | $74.98万 | 0.18% | 92,111 | 61,066 | 196.7% | $49.71万 | 重新持有 |
| — | HONEYWELL INTL INC | $75.14万 | 0.18% | 3,325 | 137 | 4.3% | $3.10万 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $75.98万 | 0.19% | 71,408 | 2,031 | 2.9% | $2.16万 | 加仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $76.26万 | 0.19% | 22,888 | -5,136 | -18.3% | -$17.11万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $78.37万 | 0.19% | 20,104 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $78.57万 | 0.19% | 23,478 | -18,110 | -43.5% | -$60.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $82.86万 | 0.20% | 4,005 | 237 | 6.3% | $4.90万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $86.86万 | 0.21% | 37,183 | -14,185 | -27.6% | -$33.14万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $86.94万 | 0.21% | 10,360 | -4,607 | -30.8% | -$38.66万 | 减仓 |
| VLO | VALERO ENERGY CORP | $87.02万 | 0.21% | 3,522 | 45 | 1.3% | $1.11万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $91.46万 | 0.22% | 22,880 | 4,526 | 24.7% | $18.09万 | 加仓 |
| WMT | WALMART INC | $91.84万 | 0.22% | 7,390 | 57 | 0.8% | $7,084 | 加仓 |
| — | EXXON MOBIL CORP | $93.13万 | 0.23% | 5,489 | 55 | 1.0% | $9,332 | 加仓 |
| IYW | ISHARES TR | $94.34万 | 0.23% | 5,200 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $95.10万 | 0.23% | 4,609 | 721 | 18.5% | $14.88万 | 加仓 |
| AVGO | BROADCOM INC | $97.28万 | 0.24% | 3,143 | 164 | 5.5% | $5.08万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $98.41万 | 0.24% | 6,075 | -229 | -3.6% | -$3.71万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $99.31万 | 0.24% | 3,266 | -389 | -10.6% | -$11.83万 | 减仓 |
| LLY | ELI LILLY & CO | $101.07万 | 0.25% | 1,099 | 62 | 6.0% | $5.70万 | 加仓 |
| TSLA | TESLA INC | $101.15万 | 0.25% | 2,721 | 194 | 7.7% | $7.21万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $102.73万 | 0.25% | 1,700 | 54 | 3.3% | $3.26万 | 加仓 |
| SPGI | S&P GLOBAL INC | $104.48万 | 0.25% | 2,456 | -26 | -1.0% | -$1.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $104.48万 | 0.25% | 1,748 | -53 | -2.9% | -$3.17万 | 减仓 |
| NOW | SERVICENOW INC | $105.33万 | 0.26% | 10,075 | 363 | 3.7% | $3.80万 | 加仓 |
| JOET | VIRTUS ETF TR II | $111.99万 | 0.27% | 27,976 | -1,430 | -4.9% | -$5.72万 | 减仓 |
| PALC | PACER FDS TR | $114.43万 | 0.28% | 22,086 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $116.21万 | 0.28% | 9,197 | 29 | 0.3% | $3,664 | 加仓 |
| ETN | EATON CORP PLC | $116.85万 | 0.29% | 3,267 | 62 | 1.9% | $2.22万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $119.15万 | 0.29% | 6,208 | 6,208 | — | $119.15万 | 新建仓 |
| EFA | ISHARES TR | $123.55万 | 0.30% | 12,720 | -76 | -0.6% | -$7,382 | 减仓 |
| URA | GLOBAL X FDS | $128.52万 | 0.31% | 26,537 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $132.26万 | 0.32% | 6,670 | -1,485 | -18.2% | -$29.45万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $135.49万 | 0.33% | 19,949 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $136.85万 | 0.33% | 9,474 | -887 | -8.6% | -$12.81万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $145.57万 | 0.36% | 360,328 | -52,989 | -12.8% | -$21.41万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $146.60万 | 0.36% | 23,362 | -1,959 | -7.7% | -$12.29万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $149.73万 | 0.37% | 86,451 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $151.42万 | 0.37% | 4,430 | -177 | -3.8% | -$6.05万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $156.81万 | 0.38% | 24,125 | -1,520 | -5.9% | -$9.88万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $158.82万 | 0.39% | 4,068 | 477 | 13.3% | $18.62万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $168.32万 | 0.41% | 11,481 | -491 | -4.1% | -$7.20万 | 减仓 |
| — | ETF SER SOLUTIONS | $176.47万 | 0.43% | 46,077 | -620 | -1.3% | -$2.37万 | 减仓 |
| CAT | CATERPILLAR INC | $189.06万 | 0.46% | 2,669 | 1 | 0.0% | $708 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $190.92万 | 0.47% | 36,194 | -3,926 | -9.8% | -$20.71万 | 减仓 |
| MSCI | MSCI INC | $194.41万 | 0.47% | 3,607 | -833 | -18.8% | -$44.90万 | 减仓 |
| OEF | ISHARES TR | $203.95万 | 0.50% | 6,412 | -100 | -1.5% | -$3.18万 | 减仓 |