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 |
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA CORP | $26.79万 | 0.06% | 888 | 888 | — | $26.79万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $26.55万 | 0.06% | 517 | 517 | — | $26.55万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $26.38万 | 0.06% | 5,818 | -733 | -11.2% | -$3.32万 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.72万 | 0.05% | 647 | -1 | -0.2% | -$397 | 减仓 |
| PATH | UIPATH INC | $25.43万 | 0.05% | 23,399 | 367 | 1.6% | $3,989 | 加仓 |
| QLD | PROSHARES TR | $24.91万 | 0.05% | 2,574 | 2,574 | — | $24.91万 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $24.89万 | 0.05% | 6,765 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $24.55万 | 0.05% | 1,567 | 30 | 2.0% | $4,701 | 加仓 |
| NEM | NEWMONT CORP | $24.51万 | 0.05% | 2,624 | -27 | -1.0% | -$2,522 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $24.45万 | 0.05% | 717 | 717 | — | $24.45万 | 新建仓 |
| T | AT&T INC | $24.10万 | 0.05% | 11,645 | -1,281 | -9.9% | -$2.65万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $23.73万 | 0.05% | 3,773 | 238 | 6.7% | $1.50万 | 加仓 |
| SSUS | STRATEGY SHS | $23.60万 | 0.05% | 4,266 | 0 | 0.0% | — | 重新持有 |
| — | INNOVATOR ETFS TRUST | $23.08万 | 0.05% | 11,902 | 11,902 | — | $23.08万 | 新建仓 |
| VST | VISTRA CORP | $23.03万 | 0.05% | 1,452 | -4 | -0.3% | -$635 | 减仓 |
| PWR | QUANTA SVCS INC | $22.61万 | 0.05% | 314 | 314 | — | $22.61万 | 新建仓 |
| GWW | WW GRAINGER INC | $22.58万 | 0.05% | 166 | 166 | — | $22.58万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $22.49万 | 0.05% | 64,247 | 1,463 | 2.3% | $5,121 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $21.91万 | 0.05% | 227 | 227 | — | $21.91万 | 新建仓 |
| MUB | ISHARES TR | $21.77万 | 0.05% | 2,023 | -1,376 | -40.5% | -$14.81万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $21.62万 | 0.05% | 3,501 | 15 | 0.4% | $926 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $21.42万 | 0.05% | 2,808 | 13 | 0.5% | $992 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $21.29万 | 0.05% | 2,757 | 16 | 0.6% | $1,235 | 加仓 |
| UNP | UNION PAC CORP | $21.15万 | 0.04% | 777 | 777 | — | $21.15万 | 新建仓 |
| ECL | ECOLAB INC | $21.06万 | 0.04% | 756 | -18 | -2.3% | -$5,015 | 减仓 |
| ARVN | ARVINAS INC | $21.03万 | 0.04% | 25,305 | 25,305 | — | $21.03万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $20.86万 | 0.04% | 59,773 | 1,314 | 2.2% | $4,586 | 加仓 |
| RBRK | RUBRIK INC. | $20.84万 | 0.04% | 2,596 | 2,596 | — | $20.84万 | 新建仓 |
| FDX | FEDEX CORP | $20.62万 | 0.04% | 658 | -152 | -18.8% | -$4.76万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $20.35万 | 0.04% | 6,626 | 123 | 1.9% | $3,777 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $20.05万 | 0.04% | 2,177 | -2,242 | -50.7% | -$20.65万 | 减仓 |
| ACIC | AMERICAN COASTAL INS CORP | $18.48万 | 0.04% | 16,647 | 0 | 0.0% | — | 不变 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $14.34万 | 0.03% | 18,105 | 317 | 1.8% | $2,511 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $12.39万 | 0.03% | 66,232 | 1,001 | 1.5% | $1,872 | 加仓 |
| — | SEER INC | $11.37万 | 0.02% | 68,483 | 1,296 | 1.9% | $2,151 | 加仓 |
| IMRX | IMMUNEERING CORP | $9.52万 | 0.02% | 19,083 | 413 | 2.2% | $2,061 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $9.50万 | 0.02% | 17,520 | -5,026 | -22.3% | -$2.72万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -13,676 | -100.0% | -$249.35万 | 清仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -29,931 | -100.0% | -$68.81万 | 清仓 |
| IMMX | IMMIX BIOPHARMA INC | $0 | 0.00% | 0 | -55,232 | -100.0% | -$50.32万 | 清仓 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 0 | -40,373 | -100.0% | -$46.31万 | 清仓 |
| OCS | OCULIS HOLDING AG | $0 | 0.00% | 0 | -13,711 | -100.0% | -$36.46万 | 清仓 |
| — | HERON THERAPEUTICS INC | $0 | 0.00% | 0 | -412,496 | -100.0% | -$33.00万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -2,240 | -100.0% | -$23.88万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -5,676 | -100.0% | -$20.89万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -661 | -100.0% | -$20.76万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,183 | -100.0% | -$20.52万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -15,548 | -100.0% | -$19.70万 | 清仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $0 | 0.00% | 0 | -57,849 | -100.0% | -$13.71万 | 清仓 |
| — | TRAWS PHARMA INC | $0 | 0.00% | 0 | -61,175 | -100.0% | -$11.20万 | 清仓 |
| — | PUTNAM ETF TRUST | $0 | 0.00% | 0 | -10,123 | -100.0% | -$7.90万 | 清仓 |