Palatine Hill Wealth Management, LLC
BIRMINGHAM MI · SEC CIK 0002107248
$1.15亿2026Q1 申报市值
48持仓数
77.1%前十大占比 · 第一大 33.4%
2 / 3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
VOO 加仓+$248.34万
FTMH 新建仓+$215.33万
ARKB 加仓+$25.80万
JNJ 新建仓+$23.54万
SPEM 加仓+$17.46万
2026Q1 卖出最多 按季末市值估算
SPDW 减仓-$394.12万
IVV 减仓-$147.89万
VEA 减仓-$69.31万
CBRE 清仓-$30.69万
AAPL 减仓-$29.08万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,832.89万 | 33.37% | 58,678 | -2,264 | -3.7% | -$147.89万 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,325.49万 | 11.54% | 290,359 | -86,336 | -22.9% | -$394.12万 | 减仓 |
| — | RIVERNORTH CAP AND INCM FD INC COM | $979.59万 | 8.53% | 673,256 | 141 | 0.0% | $2,052 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $615.52万 | 5.36% | 131,213 | 3,723 | 2.9% | $17.46万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $500.07万 | 4.35% | 222,352 | 11,471 | 5.4% | $25.80万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $391.16万 | 3.41% | 51,105 | -170 | -0.3% | -$1.30万 | 减仓 |
| AAPL | APPLE INC COM | $368.94万 | 3.21% | 14,539 | -1,146 | -7.3% | -$29.08万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $323.82万 | 2.82% | 50,533 | -10,816 | -17.6% | -$69.31万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $285.93万 | 2.49% | 4,785 | 4,156 | 660.7% | $248.34万 | 加仓 |
| TSLA | TESLA INC COM | $236.41万 | 2.06% | 6,360 | -35 | -0.5% | -$1.30万 | 减仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | $215.33万 | 1.87% | 186,752 | 186,752 | — | $215.33万 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $192.86万 | 1.68% | 19,698 | 205 | 1.1% | $2.01万 | 加仓 |
| AMZN | AMAZON COM INC COM | $189.08万 | 1.65% | 9,079 | -703 | -7.2% | -$14.64万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $169.75万 | 1.48% | 4,586 | -311 | -6.4% | -$11.51万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $168.03万 | 1.46% | 106,144 | -5,056 | -4.5% | -$8.00万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $165.12万 | 1.44% | 44,856 | -4,905 | -9.9% | -$18.06万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $153.82万 | 1.34% | 28,459 | -377 | -1.3% | -$2.04万 | 减仓 |
| — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $102.10万 | 0.89% | 7,133 | 428 | 6.4% | $6.13万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $84.93万 | 0.74% | 2,382 | -127 | -5.1% | -$4.53万 | 减仓 |
| — | EXXON MOBIL CORP COM | $78.77万 | 0.69% | 4,642 | 24 | 0.5% | $4,072 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $76.21万 | 0.66% | 2,591 | -37 | -1.4% | -$1.09万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $69.69万 | 0.61% | 10,178 | 5 | 0.0% | $342 | 加仓 |
| AVGO | BROADCOM INC COM | $60.63万 | 0.53% | 1,960 | -283 | -12.6% | -$8.75万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $60.50万 | 0.53% | 2,105 | -442 | -17.4% | -$12.70万 | 减仓 |
| WDFC | WD 40 CO COM | $57.10万 | 0.50% | 2,800 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $55.26万 | 0.48% | 2,881 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $54.40万 | 0.47% | 8,001 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $54.22万 | 0.47% | 7,220 | -119 | -1.6% | -$8,937 | 减仓 |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $50.43万 | 0.44% | 10,076 | 722 | 7.7% | $3.61万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $49.55万 | 0.43% | 4,036 | -12 | -0.3% | -$1,473 | 减仓 |
| CI | THE CIGNA GROUP COM | $45.45万 | 0.40% | 1,704 | 226 | 15.3% | $6.03万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $36.89万 | 0.32% | 738 | -220 | -23.0% | -$11.00万 | 减仓 |
| WMT | WALMART INC COM | $36.64万 | 0.32% | 2,948 | 8 | 0.3% | $994 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $36.43万 | 0.32% | 1,270 | -498 | -28.2% | -$14.29万 | 减仓 |
| NFLX | NETFLIX INC. COM | $35.36万 | 0.31% | 3,678 | -140 | -3.7% | -$1.35万 | 减仓 |
| META | META PLATFORMS INC CL A | $31.49万 | 0.27% | 551 | 42 | 8.3% | $2.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $30.80万 | 0.27% | 344 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $28.95万 | 0.25% | 445 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $26.67万 | 0.23% | 290 | -4 | -1.4% | -$3,679 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $25.48万 | 0.22% | 9,944 | 325 | 3.4% | $8,326 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $25.05万 | 0.22% | 1,438 | 279 | 24.1% | $4.86万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $24.07万 | 0.21% | 4,755 | -2,697 | -36.2% | -$13.65万 | 减仓 |
| — | WEAVE COMMUNICATIONS INC COM | $24.02万 | 0.21% | 52,001 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $23.72万 | 0.21% | 543 | -27 | -4.7% | -$1.18万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $23.54万 | 0.20% | 963 | 963 | — | $23.54万 | 新建仓 |
| ABBV | ABBVIE INC COM | $22.81万 | 0.20% | 1,049 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $21.26万 | 0.19% | 1,623 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $20.99万 | 0.18% | 866 | -10 | -1.1% | -$2,424 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $0 | 0.00% | 0 | -1,909 | -100.0% | -$30.69万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $0 | 0.00% | 0 | -442 | -100.0% | -$25.61万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -2,704 | -100.0% | -$20.61万 | 清仓 |