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 |
|---|---|---|---|---|---|---|---|---|
| PHVS | PHARVARIS N V | $72.63万 | 0.15% | 21,004 | 396 | 1.9% | $1.37万 | 加仓 |
| GEV | GE VERNOVA INC | $72.58万 | 0.15% | 618 | 16 | 2.7% | $1.88万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $72.04万 | 0.15% | 10,319 | 146 | 1.4% | $1.02万 | 加仓 |
| — | SIGHT SCIENCES INC | $69.67万 | 0.15% | 128,536 | 78,606 | 157.4% | $42.60万 | 加仓 |
| IMNM | IMMUNOME INC | $69.20万 | 0.15% | 32,659 | 608 | 1.9% | $1.29万 | 加仓 |
| HD | HOME DEPOT INC | $68.92万 | 0.15% | 1,954 | -25 | -1.3% | -$8,817 | 减仓 |
| — | AMPCO-PITTSBURG CORP | $68.50万 | 0.14% | 79,185 | 63,952 | 419.8% | $55.32万 | 加仓 |
| CVX | CHEVRON CORPORATION | $68.07万 | 0.14% | 4,106 | 101 | 2.5% | $1.67万 | 加仓 |
| DDOG | DATADOG INC | $67.64万 | 0.14% | 2,598 | 62 | 2.4% | $1.61万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $67.05万 | 0.14% | 141,753 | 29,673 | 26.5% | $14.04万 | 加仓 |
| MLPX | GLOBAL X FDS | $66.90万 | 0.14% | 9,082 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC | $66.24万 | 0.14% | 40,763 | 40,763 | — | $66.24万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $65.99万 | 0.14% | 1,951 | 36 | 1.9% | $1.22万 | 加仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $65.25万 | 0.14% | 85,624 | 85,624 | — | $65.25万 | 新建仓 |
| MRK | MERCK & CO INC | $63.19万 | 0.13% | 4,918 | 58 | 1.2% | $7,453 | 加仓 |
| URA | GLOBAL X FDS | $62.58万 | 0.13% | 14,321 | -12,216 | -46.0% | -$53.38万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $61.84万 | 0.13% | 132,417 | 132,417 | — | $61.84万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $60.92万 | 0.13% | 1,056 | 131 | 14.2% | $7.56万 | 加仓 |
| KOD | KODIAK SCIENCES INC | $60.55万 | 0.13% | 15,541 | 237 | 1.5% | $9,234 | 加仓 |
| XNCR | XENCOR INC | $60.44万 | 0.13% | 37,540 | 19,734 | 110.8% | $31.77万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.37万 | 0.13% | 6,878 | -171 | -2.4% | -$1.50万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $59.43万 | 0.13% | 6,550 | 352 | 5.7% | $3.19万 | 加仓 |
| GE | GE AEROSPACE | $59.27万 | 0.13% | 1,586 | -5 | -0.3% | -$1,869 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $59.15万 | 0.13% | 5,044 | -244 | -4.6% | -$2.86万 | 减仓 |
| ANIK | ANIKA THERAPEUTICS INC | $58.63万 | 0.12% | 40,076 | 650 | 1.6% | $9,510 | 加仓 |
| NUVB | NUVATION BIO INC | $58.48万 | 0.12% | 102,955 | 1,992 | 2.0% | $1.13万 | 加仓 |
| — | CHEGG INC | $58.24万 | 0.12% | 576,661 | 576,661 | — | $58.24万 | 新建仓 |
| GLW | CORNING INC | $57.85万 | 0.12% | 2,265 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $56.86万 | 0.12% | 7,855 | 117 | 1.5% | $8,470 | 加仓 |
| NTNX | NUTANIX INC | $56.59万 | 0.12% | 11,105 | 160 | 1.5% | $8,154 | 加仓 |
| AGG | ISHARES TR | $56.52万 | 0.12% | 5,710 | -24 | -0.4% | -$2,376 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.26万 | 0.12% | 15,306 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $55.71万 | 0.12% | 1,073 | -6 | -0.6% | -$3,115 | 减仓 |
| TWLO | TWILIO INC | $55.13万 | 0.12% | 2,672 | 39 | 1.5% | $8,047 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $54.59万 | 0.12% | 19,865 | 222 | 1.1% | $6,101 | 加仓 |
| RTX | RTX CORPORATION | $54.18万 | 0.11% | 2,855 | 106 | 3.9% | $2.01万 | 加仓 |
| LXEO | LEXEO THERAPEUTICS INC | $53.41万 | 0.11% | 114,743 | 114,743 | — | $53.41万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $53.24万 | 0.11% | 2,409 | 2,409 | — | $53.24万 | 新建仓 |
| AMGN | AMGEN INC | $52.71万 | 0.11% | 1,456 | -30 | -2.0% | -$1.09万 | 减仓 |
| ROKU | ROKU INC | $52.40万 | 0.11% | 3,793 | 39 | 1.0% | $5,387 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $51.49万 | 0.11% | 446 | 446 | — | $51.49万 | 新建仓 |
| CI | THE CIGNA GROUP | $51.40万 | 0.11% | 1,864 | -30 | -1.6% | -$8,272 | 减仓 |
| KO | COCA COLA CO | $50.44万 | 0.11% | 6,207 | 1 | 0.0% | $81 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $50.30万 | 0.11% | 9,470 | -428 | -4.3% | -$2.27万 | 减仓 |
| SMH | VANECK ETF TRUST | $49.75万 | 0.11% | 759 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $49.34万 | 0.10% | 12,290 | -1,283 | -9.5% | -$5.15万 | 减仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $49.06万 | 0.10% | 58,539 | -21,725 | -27.1% | -$18.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $48.97万 | 0.10% | 2,070 | 6 | 0.3% | $1,419 | 加仓 |
| OKLO | OKLO INC | $47.29万 | 0.10% | 9,037 | 3,869 | 74.9% | $20.25万 | 加仓 |
| EEM | ISHARES TR | $47.15万 | 0.10% | 6,893 | 24 | 0.3% | $1,642 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $46.20万 | 0.10% | 5,693 | -69 | -1.2% | -$5,600 | 减仓 |
| BX | BLACKSTONE INC | $45.73万 | 0.10% | 3,886 | 149 | 4.0% | $1.75万 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $44.77万 | 0.09% | 91,739 | 91,739 | — | $44.77万 | 新建仓 |
| CSCO | CISCO SYS INC | $44.53万 | 0.09% | 3,791 | 52 | 1.4% | $6,108 | 加仓 |
| BLK | BLACKROCK INC | $43.88万 | 0.09% | 456 | 10 | 2.2% | $9,622 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $42.97万 | 0.09% | 2,660 | 2,660 | — | $42.97万 | 新建仓 |
| QCOM | QUALCOMM INC | $42.78万 | 0.09% | 2,315 | -157 | -6.4% | -$2.90万 | 减仓 |
| GM | GENERAL MTRS CO | $42.72万 | 0.09% | 5,542 | -366 | -6.2% | -$2.82万 | 减仓 |
| MDB | MONGODB INC | $42.56万 | 0.09% | 1,267 | 19 | 1.5% | $6,382 | 加仓 |
| SO | SOUTHERN CO | $42.47万 | 0.09% | 4,437 | 87 | 2.0% | $8,327 | 加仓 |
| TXN | TEXAS INSTRS INC | $41.71万 | 0.09% | 1,399 | 29 | 2.1% | $8,646 | 加仓 |
| WDAY | WORKDAY INC | $40.81万 | 0.09% | 3,334 | 91 | 2.8% | $1.11万 | 加仓 |
| — | PROSHARES TR | $40.30万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| OABI | OMNIAB INC | $39.85万 | 0.08% | 161,975 | 161,975 | — | $39.85万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $39.61万 | 0.08% | 4,768 | -310 | -6.1% | -$2.58万 | 减仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $39.37万 | 0.08% | 14,532 | 14,532 | — | $39.37万 | 新建仓 |
| GTLB | GITLAB INC | $39.18万 | 0.08% | 12,832 | 175 | 1.4% | $5,343 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $38.72万 | 0.08% | 3,588 | 5 | 0.1% | $540 | 加仓 |
| PRME | PRIME MEDICINE INC | $38.30万 | 0.08% | 103,801 | 1,555 | 1.5% | $5,738 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $38.02万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $37.97万 | 0.08% | 375 | 20 | 5.6% | $2.03万 | 加仓 |
| PKG | PACKAGING CORP AMER | $37.96万 | 0.08% | 1,593 | -106 | -6.2% | -$2.53万 | 减仓 |
| HON | HONEYWELL INTL INC | $37.72万 | 0.08% | 1,685 | -1,640 | -49.3% | -$36.71万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $37.21万 | 0.08% | 1,683 | 1,683 | — | $37.21万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $35.77万 | 0.08% | 3,233 | 19 | 0.6% | $2,102 | 加仓 |
| AMT | AMERICAN TOWER CORP | $35.25万 | 0.07% | 2,155 | -38 | -1.7% | -$6,215 | 减仓 |
| — | ISHARES ETHEREUM TR | $34.42万 | 0.07% | 28,945 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.94万 | 0.07% | 3,321 | 70 | 2.2% | $7,154 | 加仓 |
| PAYX | PAYCHEX INC | $33.37万 | 0.07% | 3,394 | -154 | -4.3% | -$1.51万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.86万 | 0.07% | 688 | 19 | 2.8% | $9,075 | 加仓 |
| YUM | YUM BRANDS INC | $31.74万 | 0.07% | 1,985 | -18 | -0.9% | -$2,878 | 减仓 |
| INTC | INTEL CORP | $31.66万 | 0.07% | 2,267 | 2,267 | — | $31.66万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $31.45万 | 0.07% | 2,686 | -2,300 | -46.1% | -$26.93万 | 减仓 |
| SYM | SYMBOTIC INC | $31.39万 | 0.07% | 6,984 | 138 | 2.0% | $6,203 | 加仓 |
| XFOR | X4 PHARMACEUTICALS INC | $31.34万 | 0.07% | 67,116 | -63,898 | -48.8% | -$29.84万 | 减仓 |
| — | MYOMO INC | $31.18万 | 0.07% | 299,776 | 299,776 | — | $31.18万 | 新建仓 |
| ABNB | AIRBNB INC | $31.08万 | 0.07% | 2,172 | 125 | 6.1% | $1.79万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $30.91万 | 0.07% | 8,260 | 87 | 1.1% | $3,256 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $30.25万 | 0.06% | 3,103 | -7,257 | -70.0% | -$70.74万 | 减仓 |
| ESTC | ELASTIC N V | $30.24万 | 0.06% | 5,303 | 81 | 1.6% | $4,619 | 加仓 |
| PLD | PROLOGIS INC. | $29.91万 | 0.06% | 2,208 | 1 | 0.0% | $135 | 加仓 |
| NFLX | NETFLIX INC. | $29.43万 | 0.06% | 4,122 | -495 | -10.7% | -$3.53万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $29.30万 | 0.06% | 2,390 | -3,693 | -60.7% | -$45.27万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $29.18万 | 0.06% | 2,714 | -27 | -1.0% | -$2,903 | 减仓 |
| ADBE | ADOBE INC | $28.74万 | 0.06% | 1,402 | -39 | -2.7% | -$7,996 | 减仓 |
| ABBV | ABBVIE INC | $28.55万 | 0.06% | 1,134 | -93 | -7.6% | -$2.34万 | 减仓 |
| ZS | ZSCALER INC | $28.48万 | 0.06% | 2,018 | 22 | 1.1% | $3,105 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $28.47万 | 0.06% | 827 | 827 | — | $28.47万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.25万 | 0.06% | 6,437 | -57 | -0.9% | -$2,413 | 减仓 |
| TJX | TJX COS INC NEW | $27.04万 | 0.06% | 1,785 | -141 | -7.3% | -$2.14万 | 减仓 |