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 |
|---|---|---|---|---|---|---|---|---|
| XMTR | XOMETRY INC | $174.61万 | 0.37% | 18,091 | 291 | 1.6% | $2.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $185.43万 | 0.39% | 2,700 | 952 | 54.5% | $65.38万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $188.84万 | 0.40% | 133,927 | -231,404 | -63.3% | -$326.28万 | 减仓 |
| — | ETF SER SOLUTIONS | $195.48万 | 0.41% | 45,578 | -499 | -1.1% | -$2.14万 | 减仓 |
| MSCI | MSCI INC | $196.40万 | 0.42% | 3,507 | -100 | -2.8% | -$5.60万 | 减仓 |
| ABSI | ABSCI CORPORATION | $212.32万 | 0.45% | 183,193 | 183,193 | — | $212.32万 | 新建仓 |
| CRM | SALESFORCE INC | $214.91万 | 0.45% | 13,718 | -688 | -4.8% | -$10.78万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $223.23万 | 0.47% | 35,878 | -316 | -0.9% | -$1.97万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $228.51万 | 0.48% | 4,558 | -74 | -1.6% | -$3.71万 | 减仓 |
| OEF | ISHARES TR | $234.60万 | 0.50% | 6,412 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC | $236.40万 | 0.50% | 82,946 | 46,536 | 127.8% | $132.63万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $251.11万 | 0.53% | 9,284 | -149 | -1.6% | -$4.03万 | 减仓 |
| MCD | MCDONALDS CORP | $254.86万 | 0.54% | 9,429 | -376 | -3.8% | -$10.16万 | 减仓 |
| BAC | BANK OF AMER CORP | $275.14万 | 0.58% | 48,287 | -1,420 | -2.9% | -$8.09万 | 减仓 |
| — | CARLSMED INC | $277.46万 | 0.59% | 267,298 | 267,298 | — | $277.46万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $281.89万 | 0.60% | 10,024 | -108 | -1.1% | -$3.04万 | 减仓 |
| CAT | CATERPILLAR INC | $288.19万 | 0.61% | 2,706 | 37 | 1.4% | $3.94万 | 加仓 |
| META | META PLATFORMS INC | $290.12万 | 0.61% | 5,151 | -164 | -3.1% | -$9.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $309.83万 | 0.66% | 4,060 | -8 | -0.2% | -$6,105 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $311.01万 | 0.66% | 43,100 | 7,363 | 20.6% | $53.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $316.45万 | 0.67% | 4,377 | -53 | -1.2% | -$3.83万 | 减仓 |
| XHB | SPDR SERIES TRUST | $319.95万 | 0.68% | 27,687 | 0 | 0.0% | — | 不变 |
| NPCE | NEUROPACE INC | $332.42万 | 0.70% | 209,199 | -1,270 | -0.6% | -$2.02万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $414.14万 | 0.88% | 124,405 | -1,663 | -1.3% | -$5.54万 | 减仓 |
| GOOG | ALPHABET INC | $451.68万 | 0.96% | 12,783 | 118 | 0.9% | $4.17万 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $451.71万 | 0.96% | 536,472 | 176,144 | 48.9% | $148.31万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $502.89万 | 1.06% | 23,727 | -575 | -2.4% | -$12.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $508.92万 | 1.08% | 20,038 | -257 | -1.3% | -$6.53万 | 减仓 |
| BE | BLOOM ENERGY CORP | $534.24万 | 1.13% | 17,649 | -4,099 | -18.8% | -$124.08万 | 减仓 |
| V | VISA INC | $548.27万 | 1.16% | 15,980 | -260 | -1.6% | -$8.92万 | 减仓 |
| ETR | ENTERGY CORP NEW | $580.13万 | 1.23% | 50,507 | -483 | -0.9% | -$5.55万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $608.01万 | 1.29% | 201,527 | -2,335 | -1.1% | -$7.04万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $623.58万 | 1.32% | 92,274 | 1,943 | 2.2% | $13.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $634.93万 | 1.34% | 6,787 | -118 | -1.7% | -$11.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $741.53万 | 1.57% | 14,819 | 61 | 0.4% | $3.05万 | 加仓 |
| IJR | ISHARES TR | $781.94万 | 1.65% | 52,724 | -656 | -1.2% | -$9.73万 | 减仓 |
| WM | WASTE MGMT INC DEL | $800.72万 | 1.69% | 35,926 | -1,363 | -3.7% | -$30.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $818.60万 | 1.73% | 11,116 | 240 | 2.2% | $17.67万 | 加仓 |
| MINT | PIMCO ETF TR | $924.05万 | 1.95% | 91,663 | 31,937 | 53.5% | $321.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $947.75万 | 2.00% | 16,315 | 71 | 0.4% | $4.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,004.30万 | 2.12% | 30,682 | -44 | -0.1% | -$1.44万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,121.01万 | 2.37% | 37,632 | -30 | -0.1% | -$8,937 | 减仓 |
| MSFT | MICROSOFT CORP | $1,243.48万 | 2.63% | 33,335 | 9,917 | 42.3% | $369.93万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $1,268.51万 | 2.68% | 475,810 | -9,703 | -2.0% | -$25.87万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,307.39万 | 2.77% | 65,340 | -278 | -0.4% | -$5.56万 | 减仓 |
| GLD | SPDR GOLD TR | $1,561.19万 | 3.30% | 42,380 | -684 | -1.6% | -$25.20万 | 减仓 |
| AMZN | AMAZON COM INC | $1,935.49万 | 4.09% | 81,207 | -509 | -0.6% | -$12.13万 | 减仓 |
| AAPL | APPLE INC | $2,009.09万 | 4.25% | 69,432 | 173 | 0.2% | $5.01万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,021.60万 | 4.28% | 399,763 | 77,388 | 24.0% | $391.35万 | 加仓 |
| GOOGL | ALPHABET INC | $2,654.85万 | 5.62% | 74,288 | 5 | 0.0% | $1,787 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,599.96万 | 7.62% | 48,207 | -173 | -0.4% | -$12.92万 | 减仓 |