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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -67,259 | -100.0% | -$459.78万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -12,861 | -100.0% | -$132.21万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -3,283 | -100.0% | -$72.52万 | 清仓 |
| — | GRAYSCALE ETHEREUM TRUST ETF | $0 | 0.00% | 0 | -28,095 | -100.0% | -$68.47万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -39,002 | -100.0% | -$52.22万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -139,385 | -100.0% | -$51.85万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -30,789 | -100.0% | -$32.08万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,941 | -100.0% | -$31.47万 | 清仓 |
| BWAY | BRAINSWAY LTD | $0 | 0.00% | 0 | -32,640 | -100.0% | -$31.04万 | 清仓 |
| TECX | TECTONIC THERAPEUTIC INC | $0 | 0.00% | 0 | -13,046 | -100.0% | -$27.21万 | 清仓 |
| BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | -8,729 | -100.0% | -$26.60万 | 清仓 |
| — | EXAGEN INC | $0 | 0.00% | 0 | -43,345 | -100.0% | -$26.35万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,600 | -100.0% | -$25.76万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -604 | -100.0% | -$21.24万 | 清仓 |
| SSUS | STRATEGY SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -3,132 | -100.0% | -$20.34万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,270 | -100.0% | -$20.33万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -26,255 | -100.0% | -$20.22万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -1,820 | -100.0% | -$20.09万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -11,356 | -100.0% | -$19.31万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -18,143 | -100.0% | -$11.74万 | 清仓 |
| — | PUTNAM ETF TRUST | $7.90万 | 0.02% | 10,123 | -1,074 | -9.6% | -$8,377 | 减仓 |
| IMRX | IMMUNEERING CORP | $9.84万 | 0.02% | 18,670 | -44,603 | -70.5% | -$23.51万 | 减仓 |
| — | AMPCO-PITTSBURG CORP | $10.24万 | 0.02% | 15,233 | 15,233 | — | $10.24万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $10.32万 | 0.03% | 17,788 | -6,561 | -26.9% | -$3.81万 | 减仓 |
| — | TRAWS PHARMA INC | $11.20万 | 0.03% | 61,175 | 61,175 | — | $11.20万 | 新建仓 |
| — | SEER INC | $11.29万 | 0.03% | 67,187 | -460 | -0.7% | -$773 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $13.71万 | 0.03% | 57,849 | 19,798 | 52.0% | $4.69万 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $16.84万 | 0.04% | 58,459 | -62,524 | -51.7% | -$18.01万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $17.38万 | 0.04% | 22,546 | 645 | 2.9% | $4,973 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $18.73万 | 0.05% | 16,647 | 1,034 | 6.6% | $1.16万 | 加仓 |
| — | SIGHT SCIENCES INC | $18.82万 | 0.05% | 49,930 | 12,841 | 34.6% | $4.84万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $19.70万 | 0.05% | 15,548 | -11,774 | -43.1% | -$14.92万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $20.06万 | 0.05% | 2,795 | 2,795 | — | $20.06万 | 新建仓 |
| TEM | TEMPUS AI INC | $20.06万 | 0.05% | 4,436 | 4,436 | — | $20.06万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $20.38万 | 0.05% | 3,486 | 3,486 | — | $20.38万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.52万 | 0.05% | 1,183 | 19 | 1.6% | $3,296 | 加仓 |
| ECL | ECOLAB INC | $20.59万 | 0.05% | 774 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $20.62万 | 0.05% | 648 | 648 | — | $20.62万 | 新建仓 |
| COR | CENCORA INC | $20.76万 | 0.05% | 661 | 24 | 3.8% | $7,539 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $20.78万 | 0.05% | 3,535 | 3,535 | — | $20.78万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $20.89万 | 0.05% | 5,676 | 5,676 | — | $20.89万 | 新建仓 |
| XNCR | XENCOR INC | $21.47万 | 0.05% | 17,806 | -9,284 | -34.3% | -$11.20万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.55万 | 0.05% | 1,473 | 1,473 | — | $21.55万 | 新建仓 |
| VST | VISTRA CORP | $21.89万 | 0.05% | 1,456 | 97 | 7.1% | $1.46万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $22.08万 | 0.05% | 6,503 | 6,503 | — | $22.08万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.60万 | 0.06% | 669 | 669 | — | $22.60万 | 新建仓 |
| NVS | NOVARTIS AG | $23.47万 | 0.06% | 1,537 | 60 | 4.1% | $9,163 | 加仓 |
| IWF | ISHARES TR | $23.88万 | 0.06% | 560 | 560 | — | $23.88万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $24.23万 | 0.06% | 62,784 | 24,297 | 63.1% | $9.38万 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $25.31万 | 0.06% | 65,231 | 24,098 | 58.6% | $9.35万 | 加仓 |
| PATH | UIPATH INC | $25.57万 | 0.06% | 23,032 | 3,321 | 16.8% | $3.69万 | 加仓 |
| OKLO | OKLO INC | $25.63万 | 0.06% | 5,168 | -1,439 | -21.8% | -$7.14万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $25.75万 | 0.06% | 2,741 | 18 | 0.7% | $1,691 | 加仓 |
| ABNB | AIRBNB INC | $25.85万 | 0.06% | 2,047 | 372 | 22.2% | $4.70万 | 加仓 |
| ESTC | ELASTIC N V | $26.10万 | 0.06% | 5,222 | 877 | 20.2% | $4.38万 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.60万 | 0.06% | 1,370 | 42 | 3.2% | $8,154 | 加仓 |
| ABBV | ABBVIE INC | $26.69万 | 0.07% | 1,227 | 87 | 7.6% | $1.89万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $26.97万 | 0.07% | 2,741 | -282 | -9.3% | -$2.77万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $27.27万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $27.39万 | 0.07% | 12,657 | 2,287 | 22.1% | $4.95万 | 加仓 |
| ZS | ZSCALER INC | $28.00万 | 0.07% | 1,996 | 330 | 19.8% | $4.63万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $28.13万 | 0.07% | 6,765 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $28.70万 | 0.07% | 2,651 | 39 | 1.5% | $4,222 | 加仓 |
| FDX | FEDEX CORP | $28.85万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.01万 | 0.07% | 3,739 | 10 | 0.3% | $776 | 加仓 |
| SMH | VANECK ETF TRUST | $29.08万 | 0.07% | 759 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $29.13万 | 0.07% | 3,251 | -237 | -6.8% | -$2.12万 | 减仓 |
| PLD | PROLOGIS INC. | $29.17万 | 0.07% | 2,207 | -50 | -2.2% | -$6,609 | 减仓 |
| QS | QUANTUMSCAPE CORP | $29.62万 | 0.07% | 46,428 | 7,168 | 18.3% | $4.57万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $29.68万 | 0.07% | 8,173 | 2,368 | 40.8% | $8.60万 | 加仓 |
| DDOG | DATADOG INC | $29.94万 | 0.07% | 2,536 | 291 | 13.0% | $3.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $30.06万 | 0.07% | 6,551 | 5 | 0.1% | $229 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.07万 | 0.07% | 355 | 65 | 22.4% | $5.51万 | 加仓 |
| MDB | MONGODB INC | $30.55万 | 0.07% | 1,248 | 253 | 25.4% | $6.19万 | 加仓 |
| TJX | TJX COS INC NEW | $30.76万 | 0.08% | 1,926 | 141 | 7.9% | $2.25万 | 加仓 |
| GLW | CORNING INC | $30.80万 | 0.08% | 2,265 | 2,265 | — | $30.80万 | 新建仓 |
| YUM | YUM BRANDS INC | $31.14万 | 0.08% | 2,003 | 11 | 0.6% | $1,710 | 加仓 |
| QCOM | QUALCOMM INC | $31.84万 | 0.08% | 2,472 | 488 | 24.6% | $6.28万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.60万 | 0.08% | 6,494 | 827 | 14.6% | $4.15万 | 加仓 |
| — | PROSHARES TR | $32.60万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $32.68万 | 0.08% | 3,548 | 194 | 5.8% | $1.79万 | 加仓 |
| — | HERON THERAPEUTICS INC | $33.00万 | 0.08% | 412,496 | 153,083 | 59.0% | $12.25万 | 加仓 |
| TWLO | TWILIO INC | $33.13万 | 0.08% | 2,633 | 332 | 14.4% | $4.18万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $35.01万 | 0.09% | 3,583 | -73 | -2.0% | -$7,132 | 减仓 |
| ADBE | ADOBE INC | $35.03万 | 0.09% | 1,441 | -91 | -5.9% | -$2.21万 | 减仓 |
| ROKU | ROKU INC | $35.52万 | 0.09% | 3,754 | 360 | 10.6% | $3.41万 | 加仓 |
| PRME | PRIME MEDICINE INC | $35.58万 | 0.09% | 102,246 | 16,707 | 19.5% | $5.81万 | 加仓 |
| PKG | PACKAGING CORP AMER | $36.06万 | 0.09% | 1,699 | -15 | -0.9% | -$3,183 | 减仓 |
| MUB | ISHARES TR | $36.08万 | 0.09% | 3,399 | 12 | 0.4% | $1,274 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $36.38万 | 0.09% | 3,214 | 15 | 0.5% | $1,698 | 加仓 |
| SYM | SYMBOTIC INC | $36.42万 | 0.09% | 6,846 | 1,170 | 20.6% | $6.22万 | 加仓 |
| OCS | OCULIS HOLDING AG | $36.46万 | 0.09% | 13,711 | 13,711 | — | $36.46万 | 新建仓 |
| T | AT&T INC | $37.47万 | 0.09% | 12,926 | 309 | 2.4% | $8,958 | 加仓 |
| AMT | AMERICAN TOWER CORP | $37.85万 | 0.09% | 2,193 | -329 | -13.0% | -$5.68万 | 减仓 |
| EEM | ISHARES TR | $39.01万 | 0.10% | 6,869 | -19 | -0.3% | -$1,079 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $40.79万 | 0.10% | 4,419 | 65 | 1.5% | $6,000 | 加仓 |
| NTNX | NUTANIX INC | $41.60万 | 0.10% | 10,945 | 677 | 6.6% | $2.57万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $41.63万 | 0.10% | 5,078 | -1,711 | -25.2% | -$14.03万 | 减仓 |
| SO | SOUTHERN CO | $41.98万 | 0.10% | 4,350 | -244 | -5.3% | -$2.35万 | 减仓 |