Palacios Wealth Management, LLC
ORMOND BEACH FL · SEC CIK 0002053829
$1.69亿2026Q2 申报市值
76持仓数
64.2%前十大占比 · 第一大 27.8%
3 / 2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
QQQI 加仓+$110.31万
CAIE 加仓+$72.61万
SPYI 加仓+$66.95万
VGT 新建仓+$45.51万
ASTS 加仓+$34.34万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$58.50万
RYLD 减仓-$38.23万
SPY 清仓-$37.59万
NBIS 减仓-$29.83万
DOW 清仓-$25.18万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4,704.57万 | 27.80% | 235,123 | 72 | 0.0% | $1.44万 | 加仓 |
| QQQI | NEOS ETF TRUST | $907.29万 | 5.36% | 159,762 | 19,425 | 13.8% | $110.31万 | 加仓 |
| AVGO | BROADCOM INC | $902.86万 | 5.33% | 23,901 | -527 | -2.2% | -$19.91万 | 减仓 |
| AAPL | APPLE INC | $845.99万 | 5.00% | 29,237 | -1 | -0.0% | -$289 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $665.84万 | 3.93% | 8,725 | -177 | -2.0% | -$13.51万 | 减仓 |
| AMZN | AMAZON COM INC | $656.50万 | 3.88% | 27,545 | 16 | 0.1% | $3,813 | 加仓 |
| SPYI | NEOS ETF TRUST | $646.12万 | 3.82% | 121,703 | 12,610 | 11.6% | $66.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $633.65万 | 3.74% | 10,908 | -1,007 | -8.5% | -$58.50万 | 减仓 |
| GOOGL | ALPHABET INC | $467.80万 | 2.76% | 13,090 | -207 | -1.6% | -$7.40万 | 减仓 |
| META | META PLATFORMS INC | $439.93万 | 2.60% | 7,810 | -142 | -1.8% | -$8.00万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $398.19万 | 2.35% | 64,789 | -2,585 | -3.8% | -$15.89万 | 减仓 |
| GOOG | ALPHABET INC | $355.87万 | 2.10% | 10,072 | 132 | 1.3% | $4.66万 | 加仓 |
| IWMI | NEOS ETF TRUST | $332.36万 | 1.96% | 62,100 | 3,623 | 6.2% | $19.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $253.81万 | 1.50% | 7,754 | -15 | -0.2% | -$4,910 | 减仓 |
| TSLA | TESLA INC | $251.73万 | 1.49% | 5,985 | -46 | -0.8% | -$1.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $224.94万 | 1.33% | 6,030 | 168 | 2.9% | $6.27万 | 加仓 |
| RYLD | GLOBAL X FDS | $220.31万 | 1.30% | 137,782 | -23,907 | -14.8% | -$38.23万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $212.14万 | 1.25% | 29,399 | -406 | -1.4% | -$2.93万 | 减仓 |
| AMGN | AMGEN INC | $189.00万 | 1.12% | 5,219 | -52 | -1.0% | -$1.88万 | 减仓 |
| CAIE | CALAMOS ETF TR | $174.22万 | 1.03% | 64,027 | 26,685 | 71.5% | $72.61万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $173.90万 | 1.03% | 6,089 | 471 | 8.4% | $13.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $167.79万 | 0.99% | 14,382 | 1,330 | 10.2% | $15.52万 | 加仓 |
| ABBV | ABBVIE INC | $158.99万 | 0.94% | 6,318 | -244 | -3.7% | -$6.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $152.14万 | 0.90% | 1,318 | 96 | 7.9% | $11.08万 | 加仓 |
| BAC | BANK OF AMER CORP | $135.94万 | 0.80% | 23,858 | -70 | -0.3% | -$3,989 | 减仓 |
| ORCL | ORACLE CORP | $128.26万 | 0.76% | 8,752 | 47 | 0.5% | $6,888 | 加仓 |
| QQQ | INVESCO QQQ TR | $124.60万 | 0.74% | 1,692 | 11 | 0.7% | $8,100 | 加仓 |
| QCOM | QUALCOMM INC | $115.57万 | 0.68% | 6,254 | 206 | 3.4% | $3.81万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $113.29万 | 0.67% | 12,749 | 3,865 | 43.5% | $34.34万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $112.60万 | 0.67% | 4,004 | -112 | -2.7% | -$3.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $104.21万 | 0.62% | 1,517 | 199 | 15.1% | $13.67万 | 加仓 |
| LLY | ELI LILLY & CO | $100.27万 | 0.59% | 836 | 15 | 1.8% | $1.80万 | 加仓 |
| MS | MORGAN STANLEY | $100.03万 | 0.59% | 4,785 | -9 | -0.2% | -$1,881 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $92.96万 | 0.55% | 3,366 | -1,080 | -24.3% | -$29.83万 | 减仓 |
| MDB | MONGODB INC | $83.74万 | 0.49% | 2,493 | 28 | 1.1% | $9,405 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $76.12万 | 0.45% | 2,232 | 85 | 4.0% | $2.90万 | 加仓 |
| C | CITIGROUP INC | $69.63万 | 0.41% | 4,975 | -18 | -0.4% | -$2,519 | 减仓 |
| TWLO | TWILIO INC | $66.79万 | 0.39% | 3,237 | -110 | -3.3% | -$2.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.85万 | 0.39% | 651 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $61.35万 | 0.36% | 5,223 | -142 | -2.6% | -$1.67万 | 减仓 |
| WMT | WALMART INC | $58.71万 | 0.35% | 5,184 | -68 | -1.3% | -$7,702 | 减仓 |
| ARCC | ARES CAPITAL CORP | $56.01万 | 0.33% | 30,224 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $55.74万 | 0.33% | 13,166 | -33 | -0.3% | -$1,397 | 减仓 |
| GE | GE AEROSPACE | $53.74万 | 0.32% | 1,438 | -8 | -0.6% | -$2,990 | 减仓 |
| CRM | SALESFORCE INC | $49.86万 | 0.29% | 3,183 | -72 | -2.2% | -$1.13万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $49.86万 | 0.29% | 5,404 | -12 | -0.2% | -$1,107 | 减仓 |
| PFE | PFIZER INC | $48.35万 | 0.29% | 20,078 | -484 | -2.4% | -$1.17万 | 减仓 |
| VGT | VANGUARD WORLD FD | $45.51万 | 0.27% | 3,808 | 3,808 | — | $45.51万 | 新建仓 |
| PPL | PPL CORP | $44.07万 | 0.26% | 12,124 | -619 | -4.9% | -$2.25万 | 减仓 |
| — | EXXON MOBIL CORP | $42.47万 | 0.25% | 3,106 | -34 | -1.1% | -$4,648 | 减仓 |
| QYLD | GLOBAL X FDS | $40.63万 | 0.24% | 22,045 | -900 | -3.9% | -$1.66万 | 减仓 |
| T | AT&T INC | $37.97万 | 0.22% | 18,344 | -3,061 | -14.3% | -$6.34万 | 减仓 |
| MO | ALTRIA GROUP INC | $36.98万 | 0.22% | 5,140 | -18 | -0.3% | -$1,295 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $35.03万 | 0.21% | 3,507 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $34.80万 | 0.21% | 2,755 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.80万 | 0.20% | 5,866 | -301 | -4.9% | -$1.73万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $33.61万 | 0.20% | 1,250 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $33.03万 | 0.20% | 2,180 | -336 | -13.4% | -$5.09万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.52万 | 0.19% | 660 | 10 | 1.5% | $4,776 | 加仓 |
| LOW | LOWES COS INC | $30.71万 | 0.18% | 1,393 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $29.50万 | 0.17% | 1,363 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $27.62万 | 0.16% | 4,946 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $27.49万 | 0.16% | 234 | 47 | 25.1% | $5.52万 | 加仓 |
| F | FORD MTR CO | $27.30万 | 0.16% | 19,638 | -171 | -0.9% | -$2,377 | 减仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $27.05万 | 0.16% | 51,624 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $26.76万 | 0.16% | 5,631 | -648 | -10.3% | -$3.08万 | 减仓 |
| DIS | DISNEY WALT CO | $24.89万 | 0.15% | 2,586 | -100 | -3.7% | -$9,625 | 减仓 |
| — | CALAMOS ETF TR | $23.92万 | 0.14% | 8,908 | 8,908 | — | $23.92万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.67万 | 0.14% | 473 | -35 | -6.9% | -$1.75万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.60万 | 0.14% | 13,164 | -982 | -6.9% | -$1.76万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $22.34万 | 0.13% | 750 | 750 | — | $22.34万 | 新建仓 |
| IUSG | ISHARES TR | $22.19万 | 0.13% | 1,180 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $21.80万 | 0.13% | 2,020 | -100 | -4.7% | -$1.08万 | 减仓 |
| IWM | ISHARES TR | $20.31万 | 0.12% | 676 | -44 | -6.1% | -$1.32万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $20.12万 | 0.12% | 2,096 | -230 | -9.9% | -$2.21万 | 减仓 |
| BB | BLACKBERRY LTD | $15.28万 | 0.09% | 12,080 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -523 | -100.0% | -$37.59万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,220 | -100.0% | -$25.18万 | 清仓 |