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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $65.07万 | 0.16% | 1,979 | 5 | 0.3% | $1,644 | 加仓 |
| JOBY | JOBY AVIATION INC | $64.19万 | 0.16% | 77,710 | 77,710 | — | $64.19万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $64.11万 | 0.16% | 6,083 | -257 | -4.1% | -$2.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $63.64万 | 0.16% | 6,198 | -715 | -10.3% | -$7.34万 | 减仓 |
| CDNA | CAREDX INC | $63.21万 | 0.15% | 36,410 | -9,349 | -20.4% | -$16.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $60.63万 | 0.15% | 9,898 | -89 | -0.9% | -$5,452 | 减仓 |
| MRK | MERCK & CO INC | $58.46万 | 0.14% | 4,860 | 264 | 5.7% | $3.18万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $58.34万 | 0.14% | 15,304 | 15,304 | — | $58.34万 | 新建仓 |
| PHVS | PHARVARIS N V | $58.22万 | 0.14% | 20,608 | 426 | 2.1% | $1.20万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $57.95万 | 0.14% | 112,080 | -6,147 | -5.2% | -$3.18万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $57.92万 | 0.14% | 1,915 | 209 | 12.3% | $6.32万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $57.92万 | 0.14% | 15,306 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $57.63万 | 0.14% | 5,288 | -242 | -4.4% | -$2.64万 | 减仓 |
| ANIK | ANIKA THERAPEUTICS INC | $57.17万 | 0.14% | 39,426 | 39,426 | — | $57.17万 | 新建仓 |
| AGG | ISHARES TR | $56.92万 | 0.14% | 5,734 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $54.51万 | 0.13% | 19,643 | -17,662 | -47.3% | -$49.01万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $54.47万 | 0.13% | 925 | 925 | — | $54.47万 | 新建仓 |
| XFOR | X4 PHARMACEUTICALS INC | $54.11万 | 0.13% | 131,014 | 17,657 | 15.6% | $7.29万 | 加仓 |
| LIN | LINDE PLC | $53.51万 | 0.13% | 1,079 | 157 | 17.0% | $7.79万 | 加仓 |
| MNDY | MONDAY COM LTD | $53.48万 | 0.13% | 7,738 | -870 | -10.1% | -$6.01万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $53.26万 | 0.13% | 22,348 | -309 | -1.4% | -$7,363 | 减仓 |
| RTX | RTX CORPORATION | $53.02万 | 0.13% | 2,749 | 266 | 10.7% | $5.13万 | 加仓 |
| GEV | GE VERNOVA INC | $52.52万 | 0.13% | 602 | 120 | 24.9% | $10.47万 | 加仓 |
| AMGN | AMGEN INC | $52.28万 | 0.13% | 1,486 | 10 | 0.7% | $3,518 | 加仓 |
| CI | THE CIGNA GROUP | $50.54万 | 0.12% | 1,894 | 33 | 1.8% | $8,805 | 加仓 |
| SNOW | SNOWFLAKE INC | $50.42万 | 0.12% | 3,343 | 289 | 9.5% | $4.36万 | 加仓 |
| IMMX | IMMIX BIOPHARMA INC | $50.32万 | 0.12% | 55,232 | 55,232 | — | $50.32万 | 新建仓 |
| KO | COCA COLA CO | $47.20万 | 0.12% | 6,206 | 745 | 13.6% | $5.67万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.64万 | 0.11% | 5,762 | 34 | 0.6% | $2,752 | 加仓 |
| OFIX | ORTHOFIX MED INC | $46.31万 | 0.11% | 40,373 | -2,537 | -5.9% | -$2.91万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $46.06万 | 0.11% | 4,986 | -96 | -1.9% | -$8,868 | 减仓 |
| — | ISHARES ETHEREUM TR | $45.82万 | 0.11% | 28,945 | -335 | -1.1% | -$5,303 | 重新持有 |
| COWG | PACER FDS TR | $45.79万 | 0.11% | 13,573 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $45.15万 | 0.11% | 1,591 | 325 | 25.7% | $9.22万 | 加仓 |
| SIBN | SI BONE INC | $44.88万 | 0.11% | 35,532 | -6,423 | -15.3% | -$8.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.40万 | 0.11% | 2,064 | 4 | 0.2% | $860 | 加仓 |
| NFLX | NETFLIX INC. | $44.39万 | 0.11% | 4,617 | -173 | -3.6% | -$1.66万 | 减仓 |
| GM | GENERAL MTRS CO | $44.01万 | 0.11% | 5,908 | 59 | 1.0% | $4,395 | 加仓 |
| NUVB | NUVATION BIO INC | $43.31万 | 0.11% | 100,963 | -62,793 | -38.3% | -$26.94万 | 减仓 |
| BX | BLACKSTONE INC | $42.97万 | 0.10% | 3,737 | -95 | -2.5% | -$1.09万 | 减仓 |
| BLK | BLACKROCK INC | $42.94万 | 0.10% | 446 | 21 | 4.9% | $2.02万 | 加仓 |
| WDAY | WORKDAY INC | $42.13万 | 0.10% | 3,243 | 343 | 11.8% | $4.46万 | 加仓 |
| SO | SOUTHERN CO | $41.98万 | 0.10% | 4,350 | -244 | -5.3% | -$2.35万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $41.63万 | 0.10% | 5,078 | -1,711 | -25.2% | -$14.03万 | 减仓 |
| NTNX | NUTANIX INC | $41.60万 | 0.10% | 10,945 | 677 | 6.6% | $2.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $40.79万 | 0.10% | 4,419 | 65 | 1.5% | $6,000 | 加仓 |
| EEM | ISHARES TR | $39.01万 | 0.10% | 6,869 | -19 | -0.3% | -$1,079 | 减仓 |
| AMT | AMERICAN TOWER CORP | $37.85万 | 0.09% | 2,193 | -329 | -13.0% | -$5.68万 | 减仓 |
| T | AT&T INC | $37.47万 | 0.09% | 12,926 | 309 | 2.4% | $8,958 | 加仓 |
| OCS | OCULIS HOLDING AG | $36.46万 | 0.09% | 13,711 | 13,711 | — | $36.46万 | 新建仓 |
| SYM | SYMBOTIC INC | $36.42万 | 0.09% | 6,846 | 1,170 | 20.6% | $6.22万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $36.38万 | 0.09% | 3,214 | 15 | 0.5% | $1,698 | 加仓 |
| MUB | ISHARES TR | $36.08万 | 0.09% | 3,399 | 12 | 0.4% | $1,274 | 加仓 |
| PKG | PACKAGING CORP AMER | $36.06万 | 0.09% | 1,699 | -15 | -0.9% | -$3,183 | 减仓 |
| PRME | PRIME MEDICINE INC | $35.58万 | 0.09% | 102,246 | 16,707 | 19.5% | $5.81万 | 加仓 |
| ROKU | ROKU INC | $35.52万 | 0.09% | 3,754 | 360 | 10.6% | $3.41万 | 加仓 |
| ADBE | ADOBE INC | $35.03万 | 0.09% | 1,441 | -91 | -5.9% | -$2.21万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $35.01万 | 0.09% | 3,583 | -73 | -2.0% | -$7,132 | 减仓 |
| TWLO | TWILIO INC | $33.13万 | 0.08% | 2,633 | 332 | 14.4% | $4.18万 | 加仓 |
| — | HERON THERAPEUTICS INC | $33.00万 | 0.08% | 412,496 | 153,083 | 59.0% | $12.25万 | 加仓 |
| PAYX | PAYCHEX INC | $32.68万 | 0.08% | 3,548 | 194 | 5.8% | $1.79万 | 加仓 |
| — | PROSHARES TR | $32.60万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $32.60万 | 0.08% | 6,494 | 827 | 14.6% | $4.15万 | 加仓 |
| QCOM | QUALCOMM INC | $31.84万 | 0.08% | 2,472 | 488 | 24.6% | $6.28万 | 加仓 |
| YUM | YUM BRANDS INC | $31.14万 | 0.08% | 2,003 | 11 | 0.6% | $1,710 | 加仓 |
| GLW | CORNING INC | $30.80万 | 0.08% | 2,265 | 2,265 | — | $30.80万 | 新建仓 |
| TJX | TJX COS INC NEW | $30.76万 | 0.08% | 1,926 | 141 | 7.9% | $2.25万 | 加仓 |
| MDB | MONGODB INC | $30.55万 | 0.07% | 1,248 | 253 | 25.4% | $6.19万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.07万 | 0.07% | 355 | 65 | 22.4% | $5.51万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $30.06万 | 0.07% | 6,551 | 5 | 0.1% | $229 | 加仓 |
| DDOG | DATADOG INC | $29.94万 | 0.07% | 2,536 | 291 | 13.0% | $3.44万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $29.68万 | 0.07% | 8,173 | 2,368 | 40.8% | $8.60万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $29.62万 | 0.07% | 46,428 | 7,168 | 18.3% | $4.57万 | 加仓 |
| PLD | PROLOGIS INC. | $29.17万 | 0.07% | 2,207 | -50 | -2.2% | -$6,609 | 减仓 |
| SBUX | STARBUCKS CORP | $29.13万 | 0.07% | 3,251 | -237 | -6.8% | -$2.12万 | 减仓 |
| SMH | VANECK ETF TRUST | $29.08万 | 0.07% | 759 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.01万 | 0.07% | 3,739 | 10 | 0.3% | $776 | 加仓 |
| FDX | FEDEX CORP | $28.85万 | 0.07% | 810 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $28.70万 | 0.07% | 2,651 | 39 | 1.5% | $4,222 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $28.13万 | 0.07% | 6,765 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $28.00万 | 0.07% | 1,996 | 330 | 19.8% | $4.63万 | 加仓 |
| GTLB | GITLAB INC | $27.39万 | 0.07% | 12,657 | 2,287 | 22.1% | $4.95万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $27.27万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $26.97万 | 0.07% | 2,741 | -282 | -9.3% | -$2.77万 | 减仓 |
| ABBV | ABBVIE INC | $26.69万 | 0.07% | 1,227 | 87 | 7.6% | $1.89万 | 加仓 |
| TXN | TEXAS INSTRS INC | $26.60万 | 0.06% | 1,370 | 42 | 3.2% | $8,154 | 加仓 |
| ESTC | ELASTIC N V | $26.10万 | 0.06% | 5,222 | 877 | 20.2% | $4.38万 | 加仓 |
| ABNB | AIRBNB INC | $25.85万 | 0.06% | 2,047 | 372 | 22.2% | $4.70万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $25.75万 | 0.06% | 2,741 | 18 | 0.7% | $1,691 | 加仓 |
| OKLO | OKLO INC | $25.63万 | 0.06% | 5,168 | -1,439 | -21.8% | -$7.14万 | 减仓 |
| PATH | UIPATH INC | $25.57万 | 0.06% | 23,032 | 3,321 | 16.8% | $3.69万 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $25.31万 | 0.06% | 65,231 | 24,098 | 58.6% | $9.35万 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $24.23万 | 0.06% | 62,784 | 24,297 | 63.1% | $9.38万 | 加仓 |
| IWF | ISHARES TR | $23.88万 | 0.06% | 560 | 560 | — | $23.88万 | 新建仓 |
| NVS | NOVARTIS AG | $23.47万 | 0.06% | 1,537 | 60 | 4.1% | $9,163 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.60万 | 0.06% | 669 | 669 | — | $22.60万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $22.08万 | 0.05% | 6,503 | 6,503 | — | $22.08万 | 新建仓 |
| VST | VISTRA CORP | $21.89万 | 0.05% | 1,456 | 97 | 7.1% | $1.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.55万 | 0.05% | 1,473 | 1,473 | — | $21.55万 | 新建仓 |
| XNCR | XENCOR INC | $21.47万 | 0.05% | 17,806 | -9,284 | -34.3% | -$11.20万 | 减仓 |