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Palumbo Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Palumbo Wealth Management LLC

报告期 2026-03-31 · CIK 0001846310

持仓数

221

前50大市值合计

$318.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$31.5M

48,380

9.9%

GOOGL ALPHABET INC

CAP STK CL A

$21.4M

74,283

6.7%

GLD SPDR GOLD TR

GOLD SHS

$18.5M

43,064

5.8%

AAPL APPLE INC

COM

$17.6M

69,259

5.5%

AMZN AMAZON COM INC

COM

$17.0M

81,716

5.3%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$16.3M

322,375

5.1%

DBC INVESCO DB COMMDY INDX TRCK

UNIT

$14.1M

485,513

4.4%

NVDA NVIDIA CORPORATION

COM

$11.4M

65,618

3.6%

JPM JPMORGAN CHASE & CO

COM

$9.0M

30,726

2.8%

MSFT MICROSOFT CORP

COM

$8.7M

23,418

2.7%

WM WASTE MGMT INC DEL

COM

$8.6M

37,289

2.7%

PHYS SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR

$7.2M

203,862

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$7.1M

14,758

2.2%

COST COSTCO WHOLESALE CORPORATION

COM

$6.9M

6,905

2.2%

IJR ISHARES TR

CORE S&P SCP ETF

$6.6M

53,380

2.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$6.3M

10,876

2.0%

MINT PIMCO ETF TR

ENHAN SHRT MA AC

$6.0M

59,726

1.9%

SHY ISHARES TR

1 3 YR TREAS BD

$5.8M

70,215

1.8%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$5.8M

90,331

1.8%

ETR ENTERGY CORP NEW

COM

$5.7M

50,990

1.8%

BW BABCOCK & WILCOX ENTERPRISES

COM

$5.4M

365,331

1.7%

JNJ JOHNSON & JOHNSON

COM

$5.0M

20,295

1.6%

V VISA INC

COM CL A

$4.9M

16,240

1.5%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$4.8M

126,068

1.5%

DGX QUEST DIAGNOSTICS INC

COM

$4.8M

24,302

1.5%

MRVL MARVELL TECHNOLOGY INC

COM

$3.7M

37,662

1.2%

GOOG ALPHABET INC

CAP STK CL C

$3.6M

12,665

1.1%

AMD ADVANCED MICRO DEVICES INC

COM

$3.3M

16,244

1.0%

MCD MCDONALDS CORP

COM

$3.0M

9,805

1.0%

META META PLATFORMS INC

CL A

$3.0M

5,315

1.0%

BE BLOOM ENERGY CORP

COM CL A

$2.9M

21,748

0.9%

NKE NIKE INC

CL B

$2.8M

53,655

0.9%

NPCE NEUROPACE INC

COM

$2.8M

210,469

0.9%

XHB SPDR SERIES TRUST

STATE STREET SPD

$2.7M

27,687

0.9%

CRM SALESFORCE INC

COM

$2.7M

14,406

0.8%

UBER UBER TECHNOLOGIES INC

COM

$2.6M

35,737

0.8%

WSM WILLIAMS SONOMA INC

COM

$2.5M

13,676

0.8%

IBM INTERNATIONAL BUSINESS MACHS

COM

$2.5M

10,132

0.8%

ITW ILLINOIS TOOL WKS INC

COM

$2.5M

9,433

0.8%

BAC BANK AMERICA CORP

COM

$2.4M

49,707

0.8%

TMO THERMO FISHER SCIENTIFIC INC

COM

$2.3M

4,632

0.7%

TSCO TRACTOR SUPPLY CO

COM

$2.1M

45,306

0.6%

OEF ISHARES TR

S&P 100 ETF

$2.0M

6,412

0.6%

MSCI MSCI INC

COM

$1.9M

3,607

0.6%

AAP ADVANCE AUTO PARTS INC

COM

$1.9M

36,194

0.6%

CAT CATERPILLAR INC

COM

$1.9M

2,669

0.6%

MSTB ETF SER SOLUTIONS

LHA MKT ST TACTL

$1.8M

46,077

0.6%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$1.7M

11,481

0.5%

CRWD CROWDSTRIKE HLDGS INC

CL A

$1.6M

4,068

0.5%

OXY OCCIDENTAL PETE CORP

COM

$1.6M

24,125

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

SPY9.9%GOOGL6.7%GLD5.8%AAPL5.5%AMZN5.3%JPST5.1%