Palacios Wealth Management, LLC
ORMOND BEACH FL · SEC CIK 0002053829
$1.60亿2026Q1 申报市值
75持仓数
65.0%前十大占比 · 第一大 29.4%
7 / 2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
QQQI 加仓+$373.60万
SPYI 加仓+$294.40万
NVDA 加仓+$248.64万
IWMI 加仓+$232.02万
AMZN 加仓+$127.25万
2026Q1 卖出最多 按季末市值估算
AXP 清仓-$32.85万
AGG 清仓-$23.36万
TWLO 减仓-$18.70万
CRM 减仓-$17.05万
WMT 减仓-$14.05万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -888 | -100.0% | -$32.85万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,339 | -100.0% | -$23.36万 | 清仓 |
| BB | BLACKBERRY LTD | $6.52万 | 0.04% | 12,080 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $14.20万 | 0.09% | 51,624 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $20.01万 | 0.13% | 720 | -331 | -31.5% | -$9.20万 | 重新持有 |
| GEV | GE VERNOVA INC | $20.26万 | 0.13% | 187 | 187 | — | $20.26万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $20.80万 | 0.13% | 2,120 | -250 | -10.5% | -$2.45万 | 减仓 |
| IUSG | ISHARES TR | $20.95万 | 0.13% | 1,180 | 1,180 | — | $20.95万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $22.78万 | 0.14% | 14,146 | 5,189 | 57.9% | $8.35万 | 加仓 |
| F | FORD MTR CO | $23.93万 | 0.15% | 19,809 | 8,110 | 69.3% | $9.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.06万 | 0.15% | 508 | 508 | — | $24.06万 | 新建仓 |
| DOW | DOW HLDGS INC | $25.18万 | 0.16% | 6,220 | -2,885 | -31.7% | -$11.68万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.74万 | 0.16% | 650 | 650 | — | $25.74万 | 新建仓 |
| — | NEOS ETF TRUST | $26.75万 | 0.17% | 4,946 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $27.87万 | 0.17% | 2,686 | 105 | 4.1% | $1.09万 | 加仓 |
| CSX | CSX CORP | $28.53万 | 0.18% | 6,279 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $30.38万 | 0.19% | 1,250 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $30.68万 | 0.19% | 2,326 | 825 | 55.0% | $10.88万 | 加仓 |
| BA | BOEING CO | $31.22万 | 0.20% | 1,363 | -449 | -24.8% | -$10.28万 | 减仓 |
| LOW | LOWES COS INC | $33.26万 | 0.21% | 1,393 | -192 | -12.1% | -$4.58万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $34.25万 | 0.21% | 3,507 | 3,507 | — | $34.25万 | 新建仓 |
| IRM | IRON MTN INC DEL | $34.71万 | 0.22% | 2,755 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.37万 | 0.23% | 6,167 | 96 | 1.6% | $5,817 | 加仓 |
| MO | ALTRIA GROUP INC | $37.47万 | 0.23% | 5,158 | 783 | 17.9% | $5.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $37.59万 | 0.24% | 523 | 523 | — | $37.59万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $38.50万 | 0.24% | 2,147 | -638 | -22.9% | -$11.44万 | 减仓 |
| TJX | TJX COS INC NEW | $39.44万 | 0.25% | 2,516 | 295 | 13.3% | $4.62万 | 加仓 |
| QYLD | GLOBAL X FDS | $41.26万 | 0.26% | 22,945 | 2,290 | 11.1% | $4.12万 | 加仓 |
| GE | GE AEROSPACE | $41.92万 | 0.26% | 1,446 | 165 | 12.9% | $4.78万 | 加仓 |
| PPL | PPL CORP | $47.71万 | 0.30% | 12,743 | -3,595 | -22.0% | -$13.46万 | 减仓 |
| — | EXXON MOBIL CORP | $48.46万 | 0.30% | 3,140 | 34 | 1.1% | $5,247 | 加仓 |
| CSCO | CISCO SYS INC | $49.09万 | 0.31% | 5,365 | 337 | 6.7% | $3.08万 | 加仓 |
| TWLO | TWILIO INC | $49.56万 | 0.31% | 3,347 | -1,263 | -27.4% | -$18.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $49.63万 | 0.31% | 5,416 | -869 | -13.8% | -$7.96万 | 减仓 |
| PFE | PFIZER INC | $54.90万 | 0.34% | 20,562 | 9,012 | 78.0% | $24.06万 | 加仓 |
| T | AT&T INC | $55.93万 | 0.35% | 21,405 | -828 | -3.7% | -$2.16万 | 减仓 |
| CRM | SALESFORCE INC | $57.46万 | 0.36% | 3,255 | -966 | -22.9% | -$17.05万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $57.91万 | 0.36% | 30,224 | 14,139 | 87.9% | $27.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.15万 | 0.38% | 651 | 75 | 13.0% | $6.93万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $61.46万 | 0.38% | 4,446 | 540 | 13.8% | $7.46万 | 加仓 |
| MDB | MONGODB INC | $61.83万 | 0.39% | 2,465 | -298 | -10.8% | -$7.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $63.20万 | 0.40% | 1,222 | 281 | 29.9% | $14.53万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $63.39万 | 0.40% | 13,199 | 1,863 | 16.4% | $8.95万 | 加仓 |
| C | CITIGROUP INC | $63.90万 | 0.40% | 4,993 | 543 | 12.2% | $6.95万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $65.65万 | 0.41% | 8,884 | 4,958 | 126.3% | $36.64万 | 加仓 |
| WMT | WALMART INC | $69.29万 | 0.43% | 5,252 | -1,065 | -16.9% | -$14.05万 | 减仓 |
| LLY | ELI LILLY & CO | $76.73万 | 0.48% | 821 | 124 | 17.8% | $11.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $87.07万 | 0.54% | 1,318 | 563 | 74.6% | $37.19万 | 加仓 |
| MS | MORGAN STANLEY | $91.37万 | 0.57% | 4,794 | -291 | -5.7% | -$5.55万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.06万 | 0.59% | 4,116 | 355 | 9.4% | $8.20万 | 加仓 |
| CAIE | CALAMOS ETF TR | $101.64万 | 0.64% | 37,342 | 37,342 | — | $101.64万 | 新建仓 |
| QCOM | QUALCOMM INC | $108.61万 | 0.68% | 6,048 | -436 | -6.7% | -$7.83万 | 减仓 |
| QQQ | INVESCO QQQ TR | $112.25万 | 0.70% | 1,681 | 257 | 18.0% | $17.16万 | 加仓 |
| BAC | BANK AMERICA CORP | $127.92万 | 0.80% | 23,928 | -1,706 | -6.7% | -$9.12万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $138.38万 | 0.87% | 5,618 | 1,961 | 53.6% | $48.30万 | 加仓 |
| ABBV | ABBVIE INC | $138.67万 | 0.87% | 6,562 | -544 | -7.7% | -$11.50万 | 减仓 |
| ORCL | ORACLE CORP | $140.49万 | 0.88% | 8,705 | -156 | -1.8% | -$2.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $181.57万 | 1.14% | 13,052 | 1,812 | 16.1% | $25.21万 | 加仓 |
| AMGN | AMGEN INC | $182.52万 | 1.14% | 5,271 | 70 | 1.3% | $2.42万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $222.38万 | 1.39% | 29,805 | 5,441 | 22.3% | $40.60万 | 加仓 |
| TSLA | TESLA INC | $230.16万 | 1.44% | 6,031 | 507 | 9.2% | $19.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $239.04万 | 1.50% | 5,862 | 792 | 15.6% | $32.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $243.35万 | 1.52% | 7,769 | 250 | 3.3% | $7.83万 | 加仓 |
| RYLD | GLOBAL X FDS | $249.97万 | 1.56% | 161,689 | 31,725 | 24.4% | $49.05万 | 加仓 |
| IWMI | NEOS ETF TRUST | $298.35万 | 1.87% | 58,477 | 45,476 | 349.8% | $232.02万 | 加仓 |
| GOOG | ALPHABET INC | $379.65万 | 2.38% | 9,940 | 1,995 | 25.1% | $76.20万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $396.81万 | 2.48% | 8,902 | 719 | 8.8% | $32.05万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $399.33万 | 2.50% | 67,374 | 5,808 | 9.4% | $34.42万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $422.37万 | 2.64% | 11,915 | 777 | 7.0% | $27.54万 | 加仓 |
| META | META PLATFORMS INC | $486.59万 | 3.04% | 7,952 | 1,400 | 21.4% | $85.67万 | 加仓 |
| GOOGL | ALPHABET INC | $511.67万 | 3.20% | 13,297 | 445 | 3.5% | $17.12万 | 加仓 |
| SPYI | NEOS ETF TRUST | $571.65万 | 3.58% | 109,093 | 56,184 | 106.2% | $294.40万 | 加仓 |
| AMZN | AMAZON COM INC | $729.68万 | 4.57% | 27,529 | 4,801 | 21.1% | $127.25万 | 加仓 |
| QQQI | NEOS ETF TRUST | $759.92万 | 4.75% | 140,337 | 68,993 | 96.7% | $373.60万 | 加仓 |
| AAPL | APPLE INC | $793.36万 | 4.96% | 29,238 | 1,485 | 5.4% | $40.29万 | 加仓 |
| AVGO | BROADCOM INC | $1,019.70万 | 6.38% | 24,428 | 2,480 | 11.3% | $103.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,690.91万 | 29.35% | 235,051 | 12,459 | 5.6% | $248.64万 | 加仓 |