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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
$318.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 105 项
建仓 10
增持 28
减持 57
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$4.1M
29,362
+48%
增持
MINT
PIMCO ETF TR
+$3.7M
65,895
+125%
增持
IEF
ISHARES TR
+$1.4M
118,497
+12%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
CRL
CHARLES RIV LABS INTL INC
+$1.0M
2,447
减持
DIS
DISNEY WALT CO
-$927.0K
2,412
-68%
清仓
PWR
QUANTA SVCS INC
-$895.0K
0
-100%
减持
TIP
ISHARES TR
-$892.0K
69,942
-9%
减持
F
FORD MTR CO DEL
-$854.0K
38,715
-59%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$851.0K
16,436
建仓
FTNT
FORTINET INC
+$807.0K
2,763
建仓
IT
GARTNER INC
+$805.0K
2,649
清仓
—
KANSAS CITY SOUTHERN
-$754.0K
0
-100%
清仓
MGM
MGM RESORTS INTERNATIONAL
-$748.0K
0
-100%
建仓
IDXX
IDEXX LABS INC
+$713.0K
1,147
清仓
—
HESS CORP
-$709.0K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$613.0K
17,832
+104%
减持
—
SIRIUS XM HOLDINGS INC
-$599.0K
17,249
-84%
建仓
AMOM
EXCHANGE LISTED FDS TR
+$597.0K
17,108
减持
FDX
FEDEX CORP
-$588.0K
2,133
-40%
减持
PG
PROCTER AND GAMBLE CO
-$575.0K
10,002
-32%
建仓
—
ASML HOLDING N V
+$557.0K
747
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$492.0K
19,942
+39%
清仓
COF
CAPITAL ONE FINL CORP
-$472.0K
0
-100%
减持
OIH
VANECK ETF TRUST
-$463.0K
3,024
-37%
减持
JPM
JPMORGAN CHASE & CO
-$395.0K
11,037
-22%
减持
UPS
UNITED PARCEL SERVICE INC
-$375.0K
4,328
-23%
减持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$339.0K
621,296
-7%
增持
TLT
ISHARES TR
+$320.0K
59,140
+4%
清仓
REZI
RESIDEO TECHNOLOGIES INC
-$302.0K
0
-100%
增持
—
DISCOVER FINL SVCS
+$295.0K
4,897
+89%
增持
NVDA
NVIDIA CORPORATION
-$287.0K
10,159
+240%
减持
BX
BLACKSTONE INC
-$287.0K
8,049
-36%
减持
TGT
TARGET CORP
-$266.0K
4,630
-16%
减持
CAT
CATERPILLAR INC
-$264.0K
5,374
-10%
减持
XLU
SELECT SECTOR SPDR TR
-$247.0K
8,479
-32%
减持
—
LYONDELLBASELL INDUSTRIES N
-$247.0K
9,810
-14%
减持
PRU
PRUDENTIAL FINL INC
-$242.0K
7,483
-25%
清仓
NKE
NIKE INC
-$228.0K
0
-100%
清仓
VFC
V F CORP
-$222.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$216.0K
675
清仓
PFF
ISHARES TR
-$210.0K
0
-100%
清仓
SPSB
SPDR SER TR
-$209.0K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$206.0K
906
建仓
ABNB
AIRBNB INC
+$200.0K
1,193
减持
—
EATON CORP PLC
-$181.0K
6,437
-16%
减持
DOCU
DOCUSIGN INC
-$151.0K
1,026
-31%
增持
MSTB
ETF SER SOLUTIONS
+$148.0K
36,713
+17%
减持
PYPL
PAYPAL HLDGS INC
-$141.0K
3,322
-4%
减持
BTI
BRITISH AMERN TOB PLC
-$138.0K
13,405
-14%
减持
AMZN
AMAZON COM INC
-$138.0K
425
-5%
减持
KO
COCA COLA CO
-$128.0K
13,690
-12%
减持
SHY
ISHARES TR
-$125.0K
11,660
-11%
减持
WMT
WALMART INC
-$124.0K
1,584
-35%
减持
NFLX
NETFLIX INC
-$111.0K
515
-36%
增持
GLD
SPDR GOLD TR
+$103.0K
58,905
+2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$88.0K
3,935
-31%
减持
AAPL
APPLE INC
+$80.0K
24,484
-1%
增持
EEM
ISHARES TR
-$79.0K
29,453
+4%
减持
TXN
TEXAS INSTRS INC
-$70.0K
1,223
-23%
增持
CI
CIGNA CORP NEW
-$68.0K
1,894
+0%
减持
—
BLACKROCK INC
-$68.0K
380
-14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$67.0K
11,613
-6%
减持
CVX
CHEVRON CORP NEW
-$60.0K
2,507
-16%
减持
QCOM
QUALCOMM INC
-$59.0K
2,128
-9%
增持
ED
CONSOLIDATED EDISON INC
+$56.0K
11,463
+6%
减持
SO
SOUTHERN CO
-$56.0K
10,817
-10%
减持
PAYX
PAYCHEX INC
-$53.0K
8,812
-9%
减持
LMT
LOCKHEED MARTIN CORP
-$49.0K
673
-9%
增持
GNRC
GENERAC HLDGS INC
+$47.0K
2,164
+7%
增持
—
EXXON MOBIL CORP
-$44.0K
12,369
+1%
减持
MCD
MCDONALDS CORP
-$38.0K
3,982
-8%
减持
PFE
PFIZER INC
+$37.0K
20,123
-5%
增持
SPGI
S&P GLOBAL INC
+$35.0K
2,330
+0%
减持
GDX
VANECK ETF TRUST
-$33.0K
6,828
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$32.0K
125,775
-0%
减持
GM
GENERAL MTRS CO
-$32.0K
3,892
-3%
增持
CSCO
CISCO SYS INC
+$29.0K
14,822
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$26.0K
4,200
+1%
减持
—
MEDTRONIC PLC
-$25.0K
1,646
-12%
增持
MRK
MERCK & CO INC
+$25.0K
10,985
+7%
减持
MSFT
MICROSOFT CORP
+$25.0K
12,179
-3%
减持
GOOG
ALPHABET INC
+$25.0K
191
-1%
减持
HD
HOME DEPOT INC
-$18.0K
2,289
-5%
减持
CMCSA
COMCAST CORP NEW
-$18.0K
12,928
-1%
减持
MTUM
ISHARES TR
-$16.0K
62,051
-1%
减持
NEE
NEXTERA ENERGY INC
-$16.0K
6,991
-9%
减持
BAC
BK OF AMERICA CORP
+$16.0K
19,965
-1%
减持
—
LINDE PLC
-$16.0K
792
-8%
增持
MMM
3M CO
-$15.0K
3,357
+10%
增持
EFA
ISHARES TR
+$15.0K
36,101
+2%
减持
YUM
YUM BRANDS INC
+$14.0K
2,373
-1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$13.0K
8,211
+1%
减持
HON
HONEYWELL INTL INC
-$13.0K
1,463
-1%
增持
VXUS
VANGUARD STAR FDS
+$9.0K
5,572
+7%
减持
WM
WASTE MGMT INC DEL
-$8.0K
5,373
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$7.0K
3,414
-3%
减持
QQQ
INVESCO QQQ TR
+$7.0K
3,020
-0%
增持
V
VISA INC
-$6.0K
1,627
+3%
减持
LNT
ALLIANT ENERGY CORP
-$4.0K
12,842
-1%
增持
INTC
INTEL CORP
+$3.0K
14,109
+6%
减持
COST
COSTCO WHSL CORP NEW
-$3.0K
1,426
-12%
减持
SSO
PROSHARES TR
+$2.0K
3,453
-0%
增持
IWR
ISHARES TR
-$2.0K
2,614
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.0K
1,825
+0%
增持
VTI
VANGUARD INDEX FDS
+$0
1,386
+0%
