Palatine Hill Wealth Management, LLC
BIRMINGHAM MI · SEC CIK 0002107248
$1.24亿2026Q2 申报市值
55持仓数
76.6%前十大占比 · 第一大 37.7%
10 / 3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
IVV 加仓+$282.55万
SPDW 加仓+$119.01万
XOM 新建仓+$63.48万
MORGAN STANLEY B 新建仓+$62.56万
SPYG 加仓+$44.16万
2026Q2 卖出最多 按季末市值估算
RIVERNORTH CAP A 减仓-$927.77万
EXXON MOBIL CORP 清仓-$78.77万
CI 清仓-$45.45万
JPST 清仓-$24.07万
TSLA 减仓-$16.40万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $4,676.86万 | 37.67% | 62,451 | 3,773 | 6.4% | $282.55万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $1,582.12万 | 12.74% | 313,976 | 23,617 | 8.1% | $119.01万 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $717.18万 | 5.78% | 138,505 | 7,292 | 5.6% | $37.76万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $447.25万 | 3.60% | 50,893 | -212 | -0.4% | -$1.86万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $431.59万 | 3.48% | 221,781 | -571 | -0.3% | -$1.11万 | 减仓 |
| AAPL | APPLE INC COM | $421.64万 | 3.40% | 14,572 | 33 | 0.2% | $9,549 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $375.59万 | 3.02% | 52,714 | 2,181 | 4.3% | $15.54万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $330.70万 | 2.66% | 4,815 | 30 | 0.6% | $2.06万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $278.54万 | 2.24% | 23,409 | 3,711 | 18.8% | $44.16万 | 加仓 |
| TSLA | TESLA INC COM | $251.09万 | 2.02% | 5,970 | -390 | -6.1% | -$16.40万 | 减仓 |
| FTMH | FRANKLIN MUNICIPAL HIGH YIELD ETF | $241.56万 | 1.95% | 203,333 | 16,581 | 8.9% | $19.70万 | 加仓 |
| AMZN | AMAZON COM INC COM | $221.99万 | 1.79% | 9,314 | 235 | 2.6% | $5.60万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $178.37万 | 1.44% | 29,883 | 1,424 | 5.0% | $8.50万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $163.75万 | 1.32% | 4,390 | -196 | -4.3% | -$7.31万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $132.91万 | 1.07% | 41,717 | -3,139 | -7.0% | -$10.00万 | 减仓 |
| — | ISHARES ETHEREUM TRUST ETF | $124.49万 | 1.00% | 104,700 | -1,444 | -1.4% | -$1.72万 | 减仓 |
| — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $116.79万 | 0.94% | 7,688 | 555 | 7.8% | $8.43万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $92.01万 | 0.74% | 2,247 | -135 | -5.7% | -$5.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $84.94万 | 0.68% | 2,595 | 4 | 0.2% | $1,309 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $79.22万 | 0.64% | 2,217 | 112 | 5.3% | $4.00万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $77.38万 | 0.62% | 10,167 | -11 | -0.1% | -$837 | 减仓 |
| AVGO | BROADCOM INC COM | $75.54万 | 0.61% | 2,000 | 40 | 2.0% | $1.51万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $73.88万 | 0.60% | 3,367 | 486 | 16.9% | $10.66万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $68.75万 | 0.55% | 4,047 | 11 | 0.3% | $1,869 | 加仓 |
| WDFC | WD 40 CO COM | $68.22万 | 0.55% | 2,800 | 0 | 0.0% | — | 不变 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $63.48万 | 0.51% | 4,643 | 4,643 | — | $63.48万 | 新建仓 |
| — | MORGAN STANLEY BITCOIN TRUST ETF | $62.56万 | 0.50% | 37,127 | 37,127 | — | $62.56万 | 新建仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $60.47万 | 0.49% | 7,220 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TRUE DEVELOPED INTERNATIONAL FUND | $59.50万 | 0.48% | 8,001 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH CAP AND INCM FD INC COM | $56.53万 | 0.46% | 38,668 | -634,588 | -94.3% | -$927.77万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $48.85万 | 0.39% | 654 | 209 | 47.0% | $15.61万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $48.55万 | 0.39% | 1,374 | 104 | 8.2% | $3.67万 | 加仓 |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $48.32万 | 0.39% | 9,506 | -570 | -5.7% | -$2.90万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $41.47万 | 0.33% | 807 | 69 | 9.3% | $3.55万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $40.84万 | 0.33% | 2,390 | 2,390 | — | $40.84万 | 新建仓 |
| LLY | ELI LILLY & CO COM | $39.71万 | 0.32% | 331 | 41 | 14.1% | $4.92万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $39.03万 | 0.31% | 399 | 55 | 16.0% | $5.38万 | 加仓 |
| WMT | WALMART INC COM | $33.56万 | 0.27% | 2,963 | 15 | 0.5% | $1,699 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $32.77万 | 0.26% | 445 | 445 | — | $32.77万 | 新建仓 |
| META | META PLATFORMS INC CL A | $31.98万 | 0.26% | 568 | 17 | 3.1% | $9,572 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $31.62万 | 0.25% | 1,581 | 143 | 9.9% | $2.86万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC COM | $31.15万 | 0.25% | 52,001 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $30.37万 | 0.24% | 1,207 | 158 | 15.1% | $3.98万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $29.17万 | 0.23% | 979 | 979 | — | $29.17万 | 新建仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $28.06万 | 0.23% | 3,258 | 0 | 0.0% | — | 不变 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $27.06万 | 0.22% | 10,605 | 661 | 6.6% | $1.69万 | 加仓 |
| NFLX | NETFLIX INC. COM | $26.82万 | 0.22% | 3,756 | 78 | 2.1% | $5,569 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $26.66万 | 0.21% | 459 | 459 | — | $26.66万 | 新建仓 |
| CAT | CATERPILLAR INC COM | $25.03万 | 0.20% | 235 | 235 | — | $25.03万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $24.80万 | 0.20% | 882 | 16 | 1.8% | $4,499 | 加仓 |
| — | FIDELITY ETHEREUM FUND ETF | $23.81万 | 0.19% | 15,130 | 15,130 | — | $23.81万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $23.67万 | 0.19% | 932 | -31 | -3.2% | -$7,871 | 减仓 |
| EMR | EMERSON ELEC CO COM | $23.28万 | 0.19% | 1,626 | 3 | 0.2% | $429 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.88万 | 0.18% | 6,874 | 6,874 | — | $22.88万 | 新建仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $22.10万 | 0.18% | 1,014 | 1,014 | — | $22.10万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,642 | -100.0% | -$78.77万 | 清仓 |
| CI | THE CIGNA GROUP COM | $0 | 0.00% | 0 | -1,704 | -100.0% | -$45.45万 | 清仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $0 | 0.00% | 0 | -4,755 | -100.0% | -$24.07万 | 清仓 |