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 |
|---|---|---|---|---|---|---|---|---|
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.20万 | 0.10% | 5,693 | -69 | -1.2% | -$5,600 | 减仓 |
| EEM | ISHARES TR | $47.15万 | 0.10% | 6,893 | 24 | 0.3% | $1,642 | 加仓 |
| OKLO | OKLO INC | $47.29万 | 0.10% | 9,037 | 3,869 | 74.9% | $20.25万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.97万 | 0.10% | 2,070 | 6 | 0.3% | $1,419 | 加仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $49.06万 | 0.10% | 58,539 | -21,725 | -27.1% | -$18.21万 | 减仓 |
| COWG | PACER FDS TR | $49.34万 | 0.10% | 12,290 | -1,283 | -9.5% | -$5.15万 | 减仓 |
| SMH | VANECK ETF TRUST | $49.75万 | 0.11% | 759 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $50.30万 | 0.11% | 9,470 | -428 | -4.3% | -$2.27万 | 减仓 |
| KO | COCA COLA CO | $50.44万 | 0.11% | 6,207 | 1 | 0.0% | $81 | 加仓 |
| CI | THE CIGNA GROUP | $51.40万 | 0.11% | 1,864 | -30 | -1.6% | -$8,272 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $51.49万 | 0.11% | 446 | 446 | — | $51.49万 | 新建仓 |
| ROKU | ROKU INC | $52.40万 | 0.11% | 3,793 | 39 | 1.0% | $5,387 | 加仓 |
| AMGN | AMGEN INC | $52.71万 | 0.11% | 1,456 | -30 | -2.0% | -$1.09万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $53.24万 | 0.11% | 2,409 | 2,409 | — | $53.24万 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $53.41万 | 0.11% | 114,743 | 114,743 | — | $53.41万 | 新建仓 |
| RTX | RTX CORPORATION | $54.18万 | 0.11% | 2,855 | 106 | 3.9% | $2.01万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $54.59万 | 0.12% | 19,865 | 222 | 1.1% | $6,101 | 加仓 |
| TWLO | TWILIO INC | $55.13万 | 0.12% | 2,672 | 39 | 1.5% | $8,047 | 加仓 |
| LIN | LINDE PLC | $55.71万 | 0.12% | 1,073 | -6 | -0.6% | -$3,115 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.26万 | 0.12% | 15,306 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $56.52万 | 0.12% | 5,710 | -24 | -0.4% | -$2,376 | 减仓 |
| NTNX | NUTANIX INC | $56.59万 | 0.12% | 11,105 | 160 | 1.5% | $8,154 | 加仓 |
| MNDY | MONDAY COM LTD | $56.86万 | 0.12% | 7,855 | 117 | 1.5% | $8,470 | 加仓 |
| GLW | CORNING INC | $57.85万 | 0.12% | 2,265 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $58.24万 | 0.12% | 576,661 | 576,661 | — | $58.24万 | 新建仓 |
| NUVB | NUVATION BIO INC | $58.48万 | 0.12% | 102,955 | 1,992 | 2.0% | $1.13万 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $58.63万 | 0.12% | 40,076 | 650 | 1.6% | $9,510 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $59.15万 | 0.13% | 5,044 | -244 | -4.6% | -$2.86万 | 减仓 |
| GE | GE AEROSPACE | $59.27万 | 0.13% | 1,586 | -5 | -0.3% | -$1,869 | 减仓 |
| ABT | ABBOTT LABORATORIES | $59.43万 | 0.13% | 6,550 | 352 | 5.7% | $3.19万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.37万 | 0.13% | 6,878 | -171 | -2.4% | -$1.50万 | 减仓 |
| XNCR | XENCOR INC | $60.44万 | 0.13% | 37,540 | 19,734 | 110.8% | $31.77万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $60.55万 | 0.13% | 15,541 | 237 | 1.5% | $9,234 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $60.92万 | 0.13% | 1,056 | 131 | 14.2% | $7.56万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $61.84万 | 0.13% | 132,417 | 132,417 | — | $61.84万 | 新建仓 |
| URA | GLOBAL X FDS | $62.58万 | 0.13% | 14,321 | -12,216 | -46.0% | -$53.38万 | 减仓 |
| MRK | MERCK & CO INC | $63.19万 | 0.13% | 4,918 | 58 | 1.2% | $7,453 | 加仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $65.25万 | 0.14% | 85,624 | 85,624 | — | $65.25万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $65.99万 | 0.14% | 1,951 | 36 | 1.9% | $1.22万 | 加仓 |
| SDGR | SCHRODINGER INC | $66.24万 | 0.14% | 40,763 | 40,763 | — | $66.24万 | 新建仓 |
| MLPX | GLOBAL X FDS | $66.90万 | 0.14% | 9,082 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $67.05万 | 0.14% | 141,753 | 29,673 | 26.5% | $14.04万 | 加仓 |
| DDOG | DATADOG INC | $67.64万 | 0.14% | 2,598 | 62 | 2.4% | $1.61万 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.07万 | 0.14% | 4,106 | 101 | 2.5% | $1.67万 | 加仓 |
| — | AMPCO-PITTSBURG CORP | $68.50万 | 0.14% | 79,185 | 63,952 | 419.8% | $55.32万 | 加仓 |
| HD | HOME DEPOT INC | $68.92万 | 0.15% | 1,954 | -25 | -1.3% | -$8,817 | 减仓 |
| IMNM | IMMUNOME INC | $69.20万 | 0.15% | 32,659 | 608 | 1.9% | $1.29万 | 加仓 |
| — | SIGHT SCIENCES INC | $69.67万 | 0.15% | 128,536 | 78,606 | 157.4% | $42.60万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $72.04万 | 0.15% | 10,319 | 146 | 1.4% | $1.02万 | 加仓 |
| GEV | GE VERNOVA INC | $72.58万 | 0.15% | 618 | 16 | 2.7% | $1.88万 | 加仓 |
| PHVS | PHARVARIS N V | $72.63万 | 0.15% | 21,004 | 396 | 1.9% | $1.37万 | 加仓 |
| C | CITIGROUP INC | $75.61万 | 0.16% | 5,402 | 5,402 | — | $75.61万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $75.80万 | 0.16% | 18,354 | -4,526 | -19.8% | -$18.69万 | 减仓 |
| — | EXXON MOBIL CORP | $76.39万 | 0.16% | 5,588 | 99 | 1.8% | $1.35万 | 加仓 |
| TEM | TEMPUS AI INC | $76.60万 | 0.16% | 13,222 | 8,786 | 198.1% | $50.90万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $78.00万 | 0.16% | 22,726 | 378 | 1.7% | $1.30万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $79.16万 | 0.17% | 23,099 | -379 | -1.6% | -$1.30万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $80.65万 | 0.17% | 2,180 | 7 | 0.3% | $2,590 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $82.26万 | 0.17% | 37,631 | 448 | 1.2% | $9,793 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $82.91万 | 0.18% | 6,663 | -7 | -0.1% | -$871 | 减仓 |
| WMT | WALMART INC | $83.89万 | 0.18% | 7,407 | 17 | 0.2% | $1,925 | 加仓 |
| SNOW | SNOWFLAKE INC | $84.29万 | 0.18% | 3,312 | -31 | -0.9% | -$7,889 | 减仓 |
| JOBY | JOBY AVIATION INC | $85.38万 | 0.18% | 95,714 | 18,004 | 23.2% | $16.06万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $86.32万 | 0.18% | 1,694 | -6 | -0.4% | -$3,057 | 减仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $86.46万 | 0.18% | 23,198 | 310 | 1.4% | $1.16万 | 加仓 |
| NVAX | NOVAVAX INC | $87.56万 | 0.19% | 92,947 | 836 | 0.9% | $7,875 | 加仓 |
| RECS | COLUMBIA ETF TR I | $88.53万 | 0.19% | 20,455 | 351 | 1.7% | $1.52万 | 加仓 |
| SSO | PROSHARES TR | $89.28万 | 0.19% | 13,250 | 10 | 0.1% | $674 | 加仓 |
| VLO | VALERO ENERGY CORP | $91.73万 | 0.19% | 3,522 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $96.50万 | 0.20% | 9,720 | -355 | -3.5% | -$3.52万 | 减仓 |
| MTUM | ISHARES TR | $96.63万 | 0.20% | 2,819 | -33 | -1.2% | -$1.13万 | 减仓 |
| SPGI | S&P GLOBAL INC | $97.28万 | 0.21% | 2,389 | -67 | -2.7% | -$2.73万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $98.77万 | 0.21% | 23,142 | -220 | -0.9% | -$9,390 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $99.71万 | 0.21% | 5,983 | -92 | -1.5% | -$1.53万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $101.59万 | 0.21% | 149,173 | 2,464 | 1.7% | $1.68万 | 加仓 |
| SIBN | SI BONE INC | $103.09万 | 0.22% | 63,166 | 27,634 | 77.8% | $45.10万 | 加仓 |
| DSGN | DESIGN THERAPEUTICS INC | $103.81万 | 0.22% | 71,744 | 336 | 0.5% | $4,862 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $105.16万 | 0.22% | 3,182 | -84 | -2.6% | -$2.78万 | 减仓 |
| SHY | ISHARES TR | $110.02万 | 0.23% | 13,399 | -56,816 | -80.9% | -$466.52万 | 减仓 |
| TSLA | TESLA INC | $112.55万 | 0.24% | 2,676 | -45 | -1.7% | -$1.89万 | 减仓 |
| JOET | VIRTUS ETF TR II | $113.33万 | 0.24% | 24,484 | -3,492 | -12.5% | -$16.16万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $113.92万 | 0.24% | 5,354 | -854 | -13.8% | -$18.17万 | 减仓 |
| NET | CLOUDFLARE INC | $114.67万 | 0.24% | 4,675 | 66 | 1.4% | $1.62万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $116.36万 | 0.25% | 23,956 | -169 | -0.7% | -$8,208 | 减仓 |
| NKE | NIKE INC | $123.95万 | 0.26% | 30,194 | -23,461 | -43.7% | -$96.31万 | 减仓 |
| PALC | PACER FDS TR | $126.67万 | 0.27% | 21,200 | -886 | -4.0% | -$5.29万 | 减仓 |
| AVGO | BROADCOM INC | $128.09万 | 0.27% | 3,391 | 248 | 7.9% | $9.37万 | 加仓 |
| IYW | ISHARES TR | $131.16万 | 0.28% | 5,200 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $132.75万 | 0.28% | 41,997 | -3,309 | -7.3% | -$10.46万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $133.66万 | 0.28% | 11,456 | 9,983 | 677.7% | $116.47万 | 加仓 |
| EFA | ISHARES TR | $133.80万 | 0.28% | 12,880 | 160 | 1.3% | $1.66万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $137.28万 | 0.29% | 86,451 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $137.77万 | 0.29% | 29,287 | -8,679 | -22.9% | -$40.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $139.35万 | 0.29% | 9,503 | 29 | 0.3% | $4,252 | 加仓 |
| ETN | EATON CORP PLC | $139.48万 | 0.30% | 3,273 | 6 | 0.2% | $2,557 | 加仓 |
| LLY | ELI LILLY & CO | $143.48万 | 0.30% | 1,196 | 97 | 8.8% | $11.64万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $156.41万 | 0.33% | 206,889 | 160,461 | 345.6% | $121.31万 | 加仓 |
| APH | AMPHENOL CORP | $162.61万 | 0.34% | 9,222 | 25 | 0.3% | $4,408 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $170.63万 | 0.36% | 10,755 | -726 | -6.3% | -$11.52万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $171.27万 | 0.36% | 20,041 | 92 | 0.5% | $7,862 | 加仓 |