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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 99 项
建仓 5
增持 63
减持 19
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$11.5M
111,007
-82%
增持
MSTB
ETF SER SOLUTIONS
+$7.9M
279,438
+661%
增持
MINT
PIMCO ETF TR
+$7.7M
141,762
+115%
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。
减持
SPY
SPDR S&P 500 ETF TR
-$4.6M
16,750
-43%
增持
MTUM
ISHARES TR
+$1.6M
68,948
+11%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.2M
206,238
+64%
建仓
—
ARISTA NETWORKS INC
+$1.1M
7,720
清仓
CRL
CHARLES RIV LABS INTL INC
-$1.0M
0
-100%
清仓
SHY
ISHARES TR
-$1.0M
0
-100%
增持
F
FORD MTR CO DEL
+$918.0K
70,579
+82%
增持
AAPL
APPLE INC
+$909.0K
24,632
+1%
增持
NVDA
NVIDIA CORPORATION
+$906.0K
10,237
+1%
清仓
GNRC
GENERAC HLDGS INC
-$884.0K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$852.0K
7,433
清仓
CARR
CARRIER GLOBAL CORPORATION
-$851.0K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$827.0K
2,307
增持
MSFT
MICROSOFT CORP
+$729.0K
12,376
+2%
清仓
IDXX
IDEXX LABS INC
-$713.0K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$706.0K
6,247
清仓
—
DISCOVER FINL SVCS
-$602.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$511.0K
3,546
-71%
减持
GLD
SPDR GOLD TR
-$509.0K
53,602
-9%
增持
TLT
ISHARES TR
+$463.0K
60,721
+3%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$427.0K
20,553
增持
EFA
ISHARES TR
+$416.0K
41,080
+14%
增持
TIP
ISHARES TR
+$416.0K
72,344
+3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$376.0K
12,475
-30%
增持
PFE
PFIZER INC
+$376.0K
21,014
+4%
增持
FTNT
FORTINET INC
+$341.0K
3,194
+16%
减持
PYPL
PAYPAL HLDGS INC
-$277.0K
3,113
-6%
增持
PG
PROCTER AND GAMBLE CO
+$267.0K
10,178
+2%
清仓
DOCU
DOCUSIGN INC
-$264.0K
0
-100%
增持
PAYX
PAYCHEX INC
+$263.0K
9,184
+4%
减持
OIH
VANECK ETF TRUST
-$241.0K
1,923
-36%
减持
AMOM
EXCHANGE LISTED FDS TR
-$233.0K
10,121
-41%
清仓
WMT
WALMART INC
-$221.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$210.0K
16,050
+8%
增持
COST
COSTCO WHSL CORP NEW
+$208.0K
1,496
+5%
增持
IT
GARTNER INC
+$207.0K
3,027
+14%
清仓
COIN
COINBASE GLOBAL INC
-$206.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$206.0K
0
-100%
增持
—
EATON CORP PLC
+$201.0K
6,721
+4%
清仓
ABNB
AIRBNB INC
-$200.0K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$200.0K
0
-100%
增持
IEF
ISHARES TR
+$185.0K
120,330
+2%
增持
MCD
MCDONALDS CORP
+$183.0K
4,263
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$171.0K
4,476
+3%
增持
ED
CONSOLIDATED EDISON INC
+$167.0K
11,710
+2%
增持
QCOM
QUALCOMM INC
+$155.0K
2,352
+11%
增持
CAT
CATERPILLAR INC
+$148.0K
5,708
+6%
减持
HD
HOME DEPOT INC
+$143.0K
2,155
-6%
增持
WM
WASTE MGMT INC DEL
+$143.0K
5,668
+5%
增持
LNT
ALLIANT ENERGY CORP
+$141.0K
13,985
+9%
增持
KO
COCA COLA CO
+$140.0K
14,491
+6%
减持
FDX
FEDEX CORP
-$136.0K
1,283
-40%
增持
EEM
ISHARES TR
+$135.0K
33,148
+13%
增持
—
ASML HOLDING N V
+$127.0K
859
+15%
增持
QQQ
INVESCO QQQ TR
+$123.0K
3,026
+0%
增持
BX
BLACKSTONE INC
+$116.0K
8,132
+1%
增持
SPGI
S&P GLOBAL INC
+$111.0K
2,334
+0%
增持
SO
SOUTHERN CO
+$109.0K
11,356
+5%
增持
BTI
BRITISH AMERN TOB PLC
+$108.0K
15,532
+16%
增持
INTC
INTEL CORP
+$105.0K
16,640
+18%
增持
V
VISA INC
+$102.0K
2,140
+32%
减持
NEE
NEXTERA ENERGY INC
+$102.0K
6,978
-0%
增持
MRK
MERCK & CO INC
+$94.0K
11,991
+9%
增持
XLU
SELECT SECTOR SPDR TR
+$91.0K
8,846
+4%
减持
META
META PLATFORMS INC
-$74.0K
1,008
-17%
增持
CMCSA
COMCAST CORP NEW
-$70.0K
12,984
+0%
增持
BAC
BK OF AMERICA CORP
+$70.0K
20,620
+3%
增持
—
LYONDELLBASELL INDUSTRIES N
+$67.0K
10,716
+9%
增持
—
ACCENTURE PLC IRELAND
+$65.0K
677
+0%
增持
GOOG
ALPHABET INC
+$64.0K
198
+4%
减持
SSO
PROSHARES TR
+$61.0K
3,245
-6%
增持
CI
CIGNA CORP NEW
+$58.0K
1,903
+0%
增持
PRU
PRUDENTIAL FINL INC
+$57.0K
7,795
+4%
增持
MMM
3M CO
+$54.0K
3,618
+8%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$50.0K
6,741
-18%
增持
XLV
SELECT SECTOR SPDR TR
+$47.0K
3,423
+0%
增持
DIS
DISNEY WALT CO
+$44.0K
2,917
+21%
增持
CVX
CHEVRON CORP NEW
+$43.0K
2,534
+1%
增持
—
LINDE PLC
+$43.0K
793
+0%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$43.0K
20,041
+0%
减持
YUM
YUM BRANDS INC
+$38.0K
2,364
-0%
减持
—
SIRIUS XM HOLDINGS INC
-$36.0K
10,944
-37%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$34.0K
1,830
+0%
增持
VTI
VANGUARD INDEX FDS
+$28.0K
1,391
+0%
增持
AMZN
AMAZON COM INC
+$24.0K
426
+0%
减持
—
BLACKROCK INC
+$22.0K
373
-2%
增持
VXUS
VANGUARD STAR FDS
+$18.0K
5,825
+5%
增持
IWR
ISHARES TR
+$16.0K
2,647
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.0K
4,254
+1%
减持
TGT
TARGET CORP
+$12.0K
4,629
-0%
增持
JPM
JPMORGAN CHASE & CO
+$9.0K
11,467
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$8.0K
676
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.0K
12,136
+5%
增持
TXN
TEXAS INSTRS INC
-$4.0K
1,228
+0%
减持
GDX
VANECK ETF TRUST
+$3.0K
6,381
-7%
增持
HON
HONEYWELL INTL INC
+$2.0K
1,501
+3%
