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 |
|---|---|---|---|---|---|---|---|---|
| BITB | BITWISE BITCOIN ETF TR | $20.89万 | 0.05% | 5,676 | 5,676 | — | $20.89万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.78万 | 0.05% | 3,535 | 3,535 | — | $20.78万 | 新建仓 |
| COR | CENCORA INC | $20.76万 | 0.05% | 661 | 24 | 3.8% | $7,539 | 加仓 |
| ADI | ANALOG DEVICES INC | $20.62万 | 0.05% | 648 | 648 | — | $20.62万 | 新建仓 |
| ECL | ECOLAB INC | $20.59万 | 0.05% | 774 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $20.52万 | 0.05% | 1,183 | 19 | 1.6% | $3,296 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $20.38万 | 0.05% | 3,486 | 3,486 | — | $20.38万 | 新建仓 |
| TEM | TEMPUS AI INC | $20.06万 | 0.05% | 4,436 | 4,436 | — | $20.06万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $20.06万 | 0.05% | 2,795 | 2,795 | — | $20.06万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $19.70万 | 0.05% | 15,548 | -11,774 | -43.1% | -$14.92万 | 减仓 |
| — | SIGHT SCIENCES INC | $18.82万 | 0.05% | 49,930 | 12,841 | 34.6% | $4.84万 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $18.73万 | 0.05% | 16,647 | 1,034 | 6.6% | $1.16万 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $17.38万 | 0.04% | 22,546 | 645 | 2.9% | $4,973 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $16.84万 | 0.04% | 58,459 | -62,524 | -51.7% | -$18.01万 | 减仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $13.71万 | 0.03% | 57,849 | 19,798 | 52.0% | $4.69万 | 加仓 |
| — | SEER INC | $11.29万 | 0.03% | 67,187 | -460 | -0.7% | -$773 | 减仓 |
| — | TRAWS PHARMA INC | $11.20万 | 0.03% | 61,175 | 61,175 | — | $11.20万 | 新建仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $10.32万 | 0.03% | 17,788 | -6,561 | -26.9% | -$3.81万 | 减仓 |
| — | AMPCO-PITTSBURG CORP | $10.24万 | 0.02% | 15,233 | 15,233 | — | $10.24万 | 新建仓 |
| IMRX | IMMUNEERING CORP | $9.84万 | 0.02% | 18,670 | -44,603 | -70.5% | -$23.51万 | 减仓 |
| — | PUTNAM ETF TRUST | $7.90万 | 0.02% | 10,123 | -1,074 | -9.6% | -$8,377 | 减仓 |
| 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 |