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 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $205.23万 | 0.50% | 45,306 | -9,964 | -18.0% | -$45.14万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $227.67万 | 0.56% | 4,632 | -956 | -17.1% | -$46.99万 | 减仓 |
| BAC | BANK AMERICA CORP | $242.32万 | 0.59% | 49,707 | -1,567 | -3.1% | -$7.64万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $245.54万 | 0.60% | 9,433 | -1,111 | -10.5% | -$28.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $245.59万 | 0.60% | 10,132 | -287 | -2.8% | -$6.96万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $249.35万 | 0.61% | 13,676 | -12,362 | -47.5% | -$225.39万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $257.06万 | 0.63% | 35,737 | 32,756 | 1,098.8% | $235.61万 | 加仓 |
| CRM | SALESFORCE INC | $268.92万 | 0.66% | 14,406 | 1,789 | 14.2% | $33.40万 | 加仓 |
| XHB | SPDR SERIES TRUST | $273.33万 | 0.67% | 27,687 | 0 | 0.0% | — | 不变 |
| NPCE | NEUROPACE INC | $276.77万 | 0.68% | 210,469 | -3,706 | -1.7% | -$4.87万 | 减仓 |
| NKE | NIKE INC | $283.40万 | 0.69% | 53,655 | -3,400 | -6.0% | -$17.96万 | 减仓 |
| BE | BLOOM ENERGY CORP | $294.66万 | 0.72% | 21,748 | 331 | 1.5% | $4.48万 | 加仓 |
| META | META PLATFORMS INC | $304.11万 | 0.74% | 5,315 | 1,092 | 25.9% | $62.48万 | 加仓 |
| MCD | MCDONALDS CORP | $304.74万 | 0.74% | 9,805 | -1,325 | -11.9% | -$41.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $330.45万 | 0.81% | 16,244 | 273 | 1.7% | $5.55万 | 加仓 |
| GOOG | ALPHABET INC | $363.30万 | 0.89% | 12,665 | -215 | -1.7% | -$6.17万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $373.05万 | 0.91% | 37,662 | 106 | 0.3% | $1.05万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $476.27万 | 1.16% | 24,302 | -1,556 | -6.0% | -$30.49万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $484.35万 | 1.18% | 126,068 | 75,452 | 149.1% | $289.89万 | 加仓 |
| V | VISA INC | $490.84万 | 1.20% | 16,240 | -1,266 | -7.2% | -$38.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $496.09万 | 1.21% | 20,295 | 959 | 5.0% | $23.44万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $536.67万 | 1.31% | 365,331 | 67,650 | 22.7% | $99.38万 | 加仓 |
| ETR | ENTERGY CORP NEW | $572.92万 | 1.40% | 50,990 | 1,687 | 3.4% | $18.96万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $577.30万 | 1.41% | 90,331 | 6,614 | 7.9% | $42.27万 | 加仓 |
| SHY | ISHARES TR | $579.77万 | 1.41% | 70,215 | 62,625 | 825.1% | $517.10万 | 加仓 |
| MINT | PIMCO ETF TR | $600.67万 | 1.47% | 59,726 | 6,088 | 11.4% | $61.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $627.76万 | 1.53% | 10,876 | -1,011 | -8.5% | -$58.35万 | 减仓 |
| IJR | ISHARES TR | $663.56万 | 1.62% | 53,380 | -2,004 | -3.6% | -$24.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $688.06万 | 1.68% | 6,905 | 129 | 1.9% | $12.85万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $707.20万 | 1.73% | 14,758 | 916 | 6.6% | $43.89万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $722.49万 | 1.76% | 203,862 | -444 | -0.2% | -$1.57万 | 减仓 |
| WM | WASTE MGMT INC DEL | $856.85万 | 2.09% | 37,289 | 75 | 0.2% | $1.72万 | 加仓 |
| MSFT | MICROSOFT CORP | $866.88万 | 2.12% | 23,418 | 1,088 | 4.9% | $40.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $903.82万 | 2.21% | 30,726 | 18,014 | 141.7% | $529.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,144.37万 | 2.79% | 65,618 | 8,839 | 15.6% | $154.15万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $1,405.56万 | 3.43% | 485,513 | -53 | -0.0% | -$1,534 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,631.54万 | 3.98% | 322,375 | 12,107 | 3.9% | $61.27万 | 加仓 |
| AMZN | AMAZON COM INC | $1,701.90万 | 4.15% | 81,716 | 57 | 0.1% | $1.19万 | 加仓 |
| AAPL | APPLE INC | $1,757.73万 | 4.29% | 69,259 | 3,904 | 6.0% | $99.08万 | 加仓 |
| GLD | SPDR GOLD TR | $1,853.00万 | 4.52% | 43,064 | -513 | -1.2% | -$22.07万 | 减仓 |
| GOOGL | ALPHABET INC | $2,136.08万 | 5.21% | 74,283 | 1,902 | 2.6% | $54.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,146.35万 | 7.68% | 48,380 | 569 | 1.2% | $37.00万 | 加仓 |