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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 131 项
建仓 19
增持 57
减持 43
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
BILZ
PIMCO ETF TR
-$6.6M
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$5.3M
96,336
+816%
减持
TLT
ISHARES TR
-$3.6M
95,457
-35%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$2.8M
17,586
减持
IEF
ISHARES TR
-$1.9M
89,729
-22%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
34,322
+1%
增持
GLD
SPDR GOLD TR
+$1.3M
62,102
+1%
增持
AAPL
APPLE INC
+$991.9K
44,540
+1%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$832.2K
31,945
+72%
减持
WM
WASTE MGMT INC DEL
+$805.7K
32,844
-1%
增持
AMZN
AMAZON COM INC
+$711.6K
26,981
+1%
减持
MSFT
MICROSOFT CORP
+$707.8K
14,456
-3%
增持
INTC
INTEL CORP
+$666.7K
18,216
+160%
建仓
CRM
SALESFORCE INC
+$552.6K
2,100
增持
QQQ
INVESCO QQQ TR
+$545.6K
10,435
+0%
清仓
CSCO
CISCO SYS INC
-$511.8K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$508.5K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC
+$487.4K
8,327
+13%
增持
NKE
NIKE INC
+$455.0K
16,393
+18%
建仓
EOT
EATON VANCE NATL MUN OPPORT
+$448.7K
26,520
建仓
PLD
PROLOGIS INC.
+$445.1K
3,339
增持
V
VISA INC
+$436.6K
10,269
+6%
建仓
AMAT
APPLIED MATLS INC
+$430.2K
2,654
建仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
+$430.2K
31,562
建仓
ARCC
ARES CAPITAL CORP
+$420.8K
21,007
增持
SBUX
STARBUCKS CORP
+$417.7K
6,489
+188%
建仓
MLPX
GLOBAL X FDS
+$405.2K
9,082
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$403.3K
15,306
减持
COST
COSTCO WHSL CORP NEW
+$400.8K
4,786
-2%
增持
—
ACCENTURE PLC IRELAND
+$387.1K
5,247
+11%
清仓
UBER
UBER TECHNOLOGIES INC
-$369.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$360.1K
10,380
-25%
增持
SHW
SHERWIN WILLIAMS CO
+$343.2K
4,247
+10%
清仓
PNC
PNC FINL SVCS GROUP INC
-$306.9K
0
-100%
减持
MSTB
ETF SER SOLUTIONS
-$294.9K
80,946
-19%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$293.7K
280,967
-4%
建仓
TSLA
TESLA INC
+$288.7K
1,162
减持
TIP
ISHARES TR
-$279.5K
62,621
-7%
清仓
CVS
CVS HEALTH CORP
-$279.3K
0
-100%
增持
KO
COCA COLA CO
+$272.3K
32,502
+11%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$271.9K
1,065
清仓
RTX
RTX CORPORATION
-$268.2K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
+$266.2K
18,068
-1%
增持
JPM
JPMORGAN CHASE & CO
+$263.3K
10,243
+0%
增持
FISV
FISERV INC
+$262.0K
10,389
+5%
清仓
TMUS
T-MOBILE US INC
-$246.1K
0
-100%
清仓
—
MEDTRONIC PLC
-$242.4K
0
-100%
增持
CHD
CHURCH & DWIGHT CO INC
+$240.3K
12,404
+22%
减持
TFJL
INNOVATOR ETFS TR
+$236.9K
166,749
-4%
建仓
BIB
PROSHARES TR
+$228.2K
4,000
增持
ORLY
OREILLY AUTOMOTIVE INC
+$226.8K
1,224
+19%
增持
MCD
MCDONALDS CORP
+$213.6K
6,067
+1%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$209.6K
4,586
建仓
NOW
SERVICENOW INC
+$207.7K
294
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$207.6K
2,782
+11%
清仓
DAL
DELTA AIR LINES INC DEL
-$203.5K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$189.5K
2,850
+10%
清仓
SAN
BANCO SANTANDER S.A.
-$188.0K
0
-100%
减持
TGT
TARGET CORP
+$187.9K
6,482
-3%
增持
BF/B
BROWN FORMAN CORP
+$187.7K
18,817
+22%
增持
ABT
ABBOTT LABS
+$184.3K
5,268
+29%
增持
DIS
DISNEY WALT CO
+$183.9K
11,826
+8%
增持
SPGI
S&P GLOBAL INC
+$179.2K
2,361
+0%
增持
NVDA
NVIDIA CORPORATION
+$177.9K
2,816
+1%
增持
TSCO
TRACTOR SUPPLY CO
+$174.1K
5,632
+10%
建仓
T
AT&T INC
+$169.3K
10,090
增持
SJM
SMUCKER J M CO
+$155.1K
8,777
+13%
增持
JNJ
JOHNSON & JOHNSON
+$147.1K
9,903
+10%
减持
OXY
OCCIDENTAL PETE CORP
-$145.2K
18,216
-4%
增持
GOOG
ALPHABET INC
+$141.4K
8,588
+6%
减持
MINT
PIMCO ETF TR
-$140.5K
10,294
-12%
增持
FDS
FACTSET RESH SYS INC
+$132.3K
1,994
+6%
增持
DBC
INVESCO DB COMMDY INDX TRCK
-$130.3K
500,588
+12%
增持
MSCI
MSCI INC
+$128.4K
1,656
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$126.5K
5,219
+1%
减持
JOET
VIRTUS ETF TR II
-$116.4K
51,744
-15%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$111.7K
102,080
+4%
增持
SSUS
STRATEGY SHS
+$110.6K
9,251
+44%
减持
BAC
BANK AMERICA CORP
-$109.5K
28,936
-27%
增持
META
META PLATFORMS INC
+$108.6K
1,211
+14%
增持
PALC
PACER FDS TR
+$97.2K
9,181
+21%
增持
BX
BLACKSTONE INC
+$84.3K
3,540
+0%
增持
AMGN
AMGEN INC
+$83.6K
1,289
+20%
减持
—
EATON CORP PLC
+$79.2K
3,032
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$77.1K
9,922
+0%
增持
SSO
PROSHARES TR
+$75.3K
6,404
+0%
增持
PAYX
PAYCHEX INC
+$72.5K
4,488
+12%
清仓
—
ICL GROUP LTD
-$70.9K
0
-100%
增持
APH
AMPHENOL CORP NEW
+$68.7K
4,475
+0%
减持
HD
HOME DEPOT INC
+$68.1K
1,694
-1%
减持
IJR
ISHARES TR
-$66.8K
3,506
-26%
增持
VTI
VANGUARD INDEX FDS
+$63.7K
2,232
+2%
增持
—
EXXON MOBIL CORP
-$62.6K
3,799
+1%
减持
EFA
ISHARES TR
-$62.0K
14,378
-13%
减持
QCOM
QUALCOMM INC
+$61.0K
1,872
-1%
减持
CAT
CATERPILLAR INC
+$57.0K
2,631
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$55.6K
3,402
-10%
减持
—
BLACKROCK INC
+$53.1K
367
-3%
减持
CMCSA
COMCAST CORP NEW
-$48.3K
12,719
-7%
建仓
ORGO
ORGANOGENESIS HLDGS INC
+$45.5K
11,132
减持
FDX
FEDEX CORP
-$44.7K
929
-12%
减持
EEM
ISHARES TR
-$43.3K
11,160
-14%
减持
MTUM
ISHARES TR
+$43.3K
3,882
-4%
减持
F
FORD MTR CO DEL
-$38.5K
20,925
-11%
增持
HON
HONEYWELL INTL INC
+$36.4K
1,444
+0%
减持
PFE
PFIZER INC
-$35.0K
7,249
-1%
建仓
—
OPTINOSE INC
+$33.5K
25,959
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$33.0K
2,071
+1%
增持
PRU
PRUDENTIAL FINL INC
+$31.5K
3,421
+0%
增持
CVX
CHEVRON CORP NEW
+$29.6K
3,560
+20%
减持
WMT
WALMART INC
-$29.0K
1,278
-11%
增持
VOO
VANGUARD INDEX FDS
+$26.4K
574
+1%
增持
CI
THE CIGNA GROUP
+$25.7K
1,760
+0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$24.2K
5,296
+1%
减持
—
LINDE PLC
+$22.6K
684
-1%
减持
MRK
MERCK & CO INC
+$21.5K
3,941
-1%
建仓
SEER
SEER INC
+$19.5K
10,045
减持
SO
SOUTHERN CO
+$18.9K
3,709
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$17.0K
666
-4%
增持
MUB
ISHARES TR
+$15.7K
2,542
+0%
减持
ED
CONSOLIDATED EDISON INC
+$15.3K
3,185
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.8K
3,172
-5%
减持
NEE
NEXTERA ENERGY INC
+$12.7K
6,276
-2%
增持
—
SIRIUS XM HOLDINGS INC
+$11.0K
11,270
+1%
减持
YUM
YUM BRANDS INC
+$10.9K
2,044
-0%
减持
PG
PROCTER AND GAMBLE CO
-$9.6K
9,007
-1%
建仓
—
ASSEMBLY BIOSCIENCES INC
+$8.3K
10,075
增持
ABR
ARBOR REALTY TRUST INC
+$6.7K
12,769
+4%
减持
PKG
PACKAGING CORP AMER
-$5.2K
1,909
-7%
减持
—
LYONDELLBASELL INDUSTRIES N
-$3.7K
3,263
-2%
减持
XLU
SELECT SECTOR SPDR TR
+$3.0K
3,373
-6%
