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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,146.35万 | 7.68% | 48,380 | 569 | 1.2% | $37.00万 | 加仓 |
| GOOGL | ALPHABET INC | $2,136.08万 | 5.21% | 74,283 | 1,902 | 2.6% | $54.69万 | 加仓 |
| GLD | SPDR GOLD TR | $1,853.00万 | 4.52% | 43,064 | -513 | -1.2% | -$22.07万 | 减仓 |
| AAPL | APPLE INC | $1,757.73万 | 4.29% | 69,259 | 3,904 | 6.0% | $99.08万 | 加仓 |
| AMZN | AMAZON COM INC | $1,701.90万 | 4.15% | 81,716 | 57 | 0.1% | $1.19万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,631.54万 | 3.98% | 322,375 | 12,107 | 3.9% | $61.27万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $1,405.56万 | 3.43% | 485,513 | -53 | -0.0% | -$1,534 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,144.37万 | 2.79% | 65,618 | 8,839 | 15.6% | $154.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $903.82万 | 2.21% | 30,726 | 18,014 | 141.7% | $529.89万 | 加仓 |
| MSFT | MICROSOFT CORP | $866.88万 | 2.12% | 23,418 | 1,088 | 4.9% | $40.28万 | 加仓 |
| WM | WASTE MGMT INC DEL | $856.85万 | 2.09% | 37,289 | 75 | 0.2% | $1.72万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $722.49万 | 1.76% | 203,862 | -444 | -0.2% | -$1.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $707.20万 | 1.73% | 14,758 | 916 | 6.6% | $43.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $688.06万 | 1.68% | 6,905 | 129 | 1.9% | $12.85万 | 加仓 |
| IJR | ISHARES TR | $663.56万 | 1.62% | 53,380 | -2,004 | -3.6% | -$24.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $627.76万 | 1.53% | 10,876 | -1,011 | -8.5% | -$58.35万 | 减仓 |
| MINT | PIMCO ETF TR | $600.67万 | 1.47% | 59,726 | 6,088 | 11.4% | $61.23万 | 加仓 |
| SHY | ISHARES TR | $579.77万 | 1.41% | 70,215 | 62,625 | 825.1% | $517.10万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $577.30万 | 1.41% | 90,331 | 6,614 | 7.9% | $42.27万 | 加仓 |
| ETR | ENTERGY CORP NEW | $572.92万 | 1.40% | 50,990 | 1,687 | 3.4% | $18.96万 | 加仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $536.67万 | 1.31% | 365,331 | 67,650 | 22.7% | $99.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $496.09万 | 1.21% | 20,295 | 959 | 5.0% | $23.44万 | 加仓 |
| V | VISA INC | $490.84万 | 1.20% | 16,240 | -1,266 | -7.2% | -$38.26万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $484.35万 | 1.18% | 126,068 | 75,452 | 149.1% | $289.89万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $476.27万 | 1.16% | 24,302 | -1,556 | -6.0% | -$30.49万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $373.05万 | 0.91% | 37,662 | 106 | 0.3% | $1.05万 | 加仓 |
| GOOG | ALPHABET INC | $363.30万 | 0.89% | 12,665 | -215 | -1.7% | -$6.17万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $330.45万 | 0.81% | 16,244 | 273 | 1.7% | $5.55万 | 加仓 |
| MCD | MCDONALDS CORP | $304.74万 | 0.74% | 9,805 | -1,325 | -11.9% | -$41.18万 | 减仓 |
| META | META PLATFORMS INC | $304.11万 | 0.74% | 5,315 | 1,092 | 25.9% | $62.48万 | 加仓 |
| BE | BLOOM ENERGY CORP | $294.66万 | 0.72% | 21,748 | 331 | 1.5% | $4.48万 | 加仓 |
| NKE | NIKE INC | $283.40万 | 0.69% | 53,655 | -3,400 | -6.0% | -$17.96万 | 减仓 |
| NPCE | NEUROPACE INC | $276.77万 | 0.68% | 210,469 | -3,706 | -1.7% | -$4.87万 | 减仓 |
| XHB | SPDR SERIES TRUST | $273.33万 | 0.67% | 27,687 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $268.92万 | 0.66% | 14,406 | 1,789 | 14.2% | $33.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $257.06万 | 0.63% | 35,737 | 32,756 | 1,098.8% | $235.61万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $249.35万 | 0.61% | 13,676 | -12,362 | -47.5% | -$225.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $245.59万 | 0.60% | 10,132 | -287 | -2.8% | -$6.96万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $245.54万 | 0.60% | 9,433 | -1,111 | -10.5% | -$28.92万 | 减仓 |
| BAC | BANK AMERICA CORP | $242.32万 | 0.59% | 49,707 | -1,567 | -3.1% | -$7.64万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $227.67万 | 0.56% | 4,632 | -956 | -17.1% | -$46.99万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $205.23万 | 0.50% | 45,306 | -9,964 | -18.0% | -$45.14万 | 减仓 |
| OEF | ISHARES TR | $203.95万 | 0.50% | 6,412 | -100 | -1.5% | -$3.18万 | 减仓 |
| MSCI | MSCI INC | $194.41万 | 0.47% | 3,607 | -833 | -18.8% | -$44.90万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $190.92万 | 0.47% | 36,194 | -3,926 | -9.8% | -$20.71万 | 减仓 |
| CAT | CATERPILLAR INC | $189.06万 | 0.46% | 2,669 | 1 | 0.0% | $708 | 加仓 |
| — | ETF SER SOLUTIONS | $176.47万 | 0.43% | 46,077 | -620 | -1.3% | -$2.37万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $168.32万 | 0.41% | 11,481 | -491 | -4.1% | -$7.20万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $158.82万 | 0.39% | 4,068 | 477 | 13.3% | $18.62万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $156.81万 | 0.38% | 24,125 | -1,520 | -5.9% | -$9.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $151.42万 | 0.37% | 4,430 | -177 | -3.8% | -$6.05万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $149.73万 | 0.37% | 86,451 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $146.60万 | 0.36% | 23,362 | -1,959 | -7.7% | -$12.29万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $145.57万 | 0.36% | 360,328 | -52,989 | -12.8% | -$21.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $136.85万 | 0.33% | 9,474 | -887 | -8.6% | -$12.81万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $135.49万 | 0.33% | 19,949 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $132.26万 | 0.32% | 6,670 | -1,485 | -18.2% | -$29.45万 | 减仓 |
| URA | GLOBAL X FDS | $128.52万 | 0.31% | 26,537 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $123.55万 | 0.30% | 12,720 | -76 | -0.6% | -$7,382 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $119.15万 | 0.29% | 6,208 | 6,208 | — | $119.15万 | 新建仓 |
| ETN | EATON CORP PLC | $116.85万 | 0.29% | 3,267 | 62 | 1.9% | $2.22万 | 加仓 |
| APH | AMPHENOL CORP | $116.21万 | 0.28% | 9,197 | 29 | 0.3% | $3,664 | 加仓 |
| PALC | PACER FDS TR | $114.43万 | 0.28% | 22,086 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS ETF TR II | $111.99万 | 0.27% | 27,976 | -1,430 | -4.9% | -$5.72万 | 减仓 |
| NOW | SERVICENOW INC | $105.33万 | 0.26% | 10,075 | 363 | 3.7% | $3.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $104.48万 | 0.25% | 1,748 | -53 | -2.9% | -$3.17万 | 减仓 |
| SPGI | S&P GLOBAL INC | $104.48万 | 0.25% | 2,456 | -26 | -1.0% | -$1.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $102.73万 | 0.25% | 1,700 | 54 | 3.3% | $3.26万 | 加仓 |
| TSLA | TESLA INC | $101.15万 | 0.25% | 2,721 | 194 | 7.7% | $7.21万 | 加仓 |
| LLY | ELI LILLY & CO | $101.07万 | 0.25% | 1,099 | 62 | 6.0% | $5.70万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $99.31万 | 0.24% | 3,266 | -389 | -10.6% | -$11.83万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $98.41万 | 0.24% | 6,075 | -229 | -3.6% | -$3.71万 | 减仓 |
| AVGO | BROADCOM INC | $97.28万 | 0.24% | 3,143 | 164 | 5.5% | $5.08万 | 加仓 |
| NET | CLOUDFLARE INC | $95.10万 | 0.23% | 4,609 | 721 | 18.5% | $14.88万 | 加仓 |
| IYW | ISHARES TR | $94.34万 | 0.23% | 5,200 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $93.13万 | 0.23% | 5,489 | 55 | 1.0% | $9,332 | 加仓 |
| WMT | WALMART INC | $91.84万 | 0.22% | 7,390 | 57 | 0.8% | $7,084 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $91.46万 | 0.22% | 22,880 | 4,526 | 24.7% | $18.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $87.02万 | 0.21% | 3,522 | 45 | 1.3% | $1.11万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $86.94万 | 0.21% | 10,360 | -4,607 | -30.8% | -$38.66万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $86.86万 | 0.21% | 37,183 | -14,185 | -27.6% | -$33.14万 | 减仓 |
| CVX | CHEVRON CORPORATION | $82.86万 | 0.20% | 4,005 | 237 | 6.3% | $4.90万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $78.57万 | 0.19% | 23,478 | -18,110 | -43.5% | -$60.61万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $78.37万 | 0.19% | 20,104 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $76.26万 | 0.19% | 22,888 | -5,136 | -18.3% | -$17.11万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $75.98万 | 0.19% | 71,408 | 2,031 | 2.9% | $2.16万 | 加仓 |
| — | HONEYWELL INTL INC | $75.14万 | 0.18% | 3,325 | 137 | 4.3% | $3.10万 | 加仓 |
| NVAX | NOVAVAX INC | $74.98万 | 0.18% | 92,111 | 61,066 | 196.7% | $49.71万 | 重新持有 |
| NKTR | NEKTAR THERAPEUTICS | $73.19万 | 0.18% | 10,173 | -4,541 | -30.9% | -$32.67万 | 减仓 |
| XMTR | XOMETRY INC | $72.70万 | 0.18% | 17,800 | 1,683 | 10.4% | $6.87万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $71.76万 | 0.18% | 37,966 | 37,966 | — | $71.76万 | 新建仓 |
| IMNM | IMMUNOME INC | $70.10万 | 0.17% | 32,051 | 1,073 | 3.5% | $2.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $69.72万 | 0.17% | 2,173 | -34 | -1.5% | -$1.09万 | 减仓 |
| EVMN | EVOMMUNE INC | $68.81万 | 0.17% | 29,931 | 29,931 | — | $68.81万 | 新建仓 |
| SSO | PROSHARES TR | $68.69万 | 0.17% | 13,240 | 17 | 0.1% | $882 | 加仓 |
| MTUM | ISHARES TR | $68.45万 | 0.17% | 2,852 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $67.15万 | 0.16% | 9,082 | 0 | 0.0% | — | 不变 |
| EBS | EMERGENT BIOSOLUTIONS INC | $66.62万 | 0.16% | 80,264 | -36,857 | -31.5% | -$30.59万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $65.58万 | 0.16% | 146,709 | -31,298 | -17.6% | -$13.99万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $65.47万 | 0.16% | 7,049 | 473 | 7.2% | $4.39万 | 加仓 |