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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 93
减持 32
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
+$1.2M
54,241
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$1.1M
40,051
-0%
增持
TLT
ISHARES TR
+$1.0M
129,107
+2%
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
AAPL
APPLE INC
+$960.0K
44,159
-0%
增持
ETR
ENTERGY CORP NEW
+$653.2K
23,468
+3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$635.4K
264,637
+0%
增持
HON
HONEYWELL INTL INC
+$626.7K
4,497
+217%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$531.4K
472,342
-1%
增持
IEF
ISHARES TR
+$522.2K
84,085
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$513.3K
5,725
+2%
增持
FISV
FISERV INC
+$499.7K
14,761
+2%
减持
XLRE
SELECT SECTOR SPDR TR
+$496.2K
79,317
-0%
建仓
PNI
PIMCO NEW YORK MUN FD II
+$487.4K
61,780
建仓
—
PIMCO MUN INCOME FD III
+$484.3K
58,635
增持
ITW
ILLINOIS TOOL WKS INC
+$468.8K
14,179
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$450.4K
9,063
+1%
清仓
EOT
EATON VANCE NATL MUN OPPORT
-$446.6K
0
-100%
增持
MCD
MCDONALDS CORP
+$438.1K
8,074
+2%
清仓
NUW
NUVEEN AMT-FREE MUN VALUE FD
-$438.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$422.4K
4,877
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$418.4K
7,301
+1%
增持
DGX
QUEST DIAGNOSTICS INC
+$412.1K
19,390
+2%
增持
KO
COCA COLA CO
+$405.1K
42,139
+2%
建仓
KLAC
KLA CORP
+$397.0K
513
增持
MSCI
MSCI INC
+$344.9K
3,020
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$341.4K
11,187
+12%
增持
SHY
ISHARES TR
+$335.4K
7,329
+118%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$324.2K
4,073
+3%
增持
PG
PROCTER AND GAMBLE CO
+$323.7K
10,327
+16%
增持
NKE
NIKE INC
+$311.8K
23,054
+1%
建仓
C
CITIGROUP INC
+$297.3K
4,749
建仓
WGS
GENEDX HOLDINGS CORP
+$286.9K
6,761
减持
OEF
ISHARES TR
-$286.0K
6,556
-18%
减持
—
ACCENTURE PLC IRELAND
+$272.5K
7,112
-4%
增持
MSFT
MICROSOFT CORP
+$267.4K
16,270
+8%
增持
COST
COSTCO WHSL CORP NEW
+$266.5K
5,668
+1%
建仓
MMM
3M CO
+$266.2K
1,947
增持
ED
CONSOLIDATED EDISON INC
+$254.2K
5,042
+66%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$234.5K
5,211
建仓
GTLB
GITLAB INC
+$233.9K
4,539
增持
V
VISA INC
+$230.6K
14,584
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$228.4K
6,139
清仓
NVO
NOVO-NORDISK A S
-$223.7K
0
-100%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$223.2K
7,047
增持
SJM
SMUCKER J M CO
+$222.3K
14,095
+4%
清仓
INTC
INTEL CORP
-$218.6K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$209.3K
1,638
+3%
建仓
ECL
ECOLAB INC
+$208.6K
817
增持
TGT
TARGET CORP
+$202.3K
9,300
+10%
增持
TSCO
TRACTOR SUPPLY CO
+$201.8K
6,954
+3%
减持
DIS
DISNEY WALT CO
-$199.4K
19,069
-7%
建仓
XMTR
XOMETRY INC
+$191.2K
10,406
增持
GOOG
ALPHABET INC
-$183.8K
11,465
+0%
增持
AMZN
AMAZON COM INC
-$183.0K
29,427
+0%
增持
SPGI
S&P GLOBAL INC
+$169.6K
2,375
+0%
增持
MINT
PIMCO ETF TR
+$166.1K
7,742
+27%
增持
AMAT
APPLIED MATLS INC
-$156.6K
4,872
+1%
建仓
—
ZURA BIO LTD
+$155.6K
38,335
增持
BAC
BANK AMERICA CORP
+$155.1K
40,910
+11%
增持
AMT
AMERICAN TOWER CORP NEW
+$152.8K
3,714
+2%
减持
JNJ
JOHNSON & JOHNSON
+$149.5K
15,515
-4%
增持
NOW
SERVICENOW INC
+$147.9K
847
+9%
减持
VGLT
VANGUARD SCOTTSDALE FDS
+$143.1K
89,996
-4%
减持
CAT
CATERPILLAR INC
+$140.9K
2,557
-1%
增持
—
MONDAY COM LTD
+$139.9K
2,525
+8%
增持
GOOGL
ALPHABET INC
-$139.6K
12,005
+3%
减持
FDS
FACTSET RESH SYS INC
+$137.3K
2,735
-0%
增持
NEE
NEXTERA ENERGY INC
+$128.0K
6,817
+8%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$127.0K
2,721
+17%
增持
META
META PLATFORMS INC
+$114.6K
1,326
+4%
增持
XGN
EXAGEN INC
+$114.6K
76,364
+15%
增持
QQQ
INVESCO QQQ TR
+$111.4K
10,705
+0%
减持
CVX
CHEVRON CORP NEW
-$110.0K
3,088
-14%
增持
HD
HOME DEPOT INC
+$108.2K
1,722
+1%
增持
BX
BLACKSTONE INC
+$101.0K
3,428
+0%
建仓
CRMD
CORMEDIX INC
+$99.9K
12,366
减持
—
OPTINOSE INC
-$88.4K
78,378
-42%
增持
—
LYONDELLBASELL INDUSTRIES N
+$87.7K
3,770
+32%
增持
DSGN
DESIGN THERAPEUTICS INC
+$87.1K
36,774
+11%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$86.6K
0
-100%
增持
MNKD
MANNKIND CORP
+$85.2K
76,840
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$85.1K
5,376
+0%
减持
JOET
VIRTUS ETF TR II
+$82.7K
39,277
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$82.7K
9,948
+0%
增持
CRM
SALESFORCE INC
+$80.3K
3,679
+2%
减持
TSLA
TESLA INC
+$80.0K
1,283
-1%
增持
ABT
ABBOTT LABS
+$79.9K
7,205
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$79.7K
671
+0%
增持
SO
SOUTHERN CO
+$78.1K
3,881
+11%
增持
CHD
CHURCH & DWIGHT CO INC
+$75.4K
17,813
+3%
建仓
TMCI
TREACE MED CONCEPTS INC
+$75.4K
12,996
增持
SBUX
STARBUCKS CORP
+$73.6K
3,743
+0%
增持
WM
WASTE MGMT INC DEL
-$69.2K
31,553
+2%
增持
PRU
PRUDENTIAL FINL INC
+$67.6K
3,776
+14%
清仓
ZVRA
ZEVRA THERAPEUTICS INC
-$63.2K
0
-100%
增持
PALC
PACER FDS TR
+$63.0K
18,239
+6%
增持
WMT
WALMART INC
+$62.4K
4,630
+1%
增持
SEER
SEER INC
+$62.3K
122,292
+15%
增持
—
BLACKROCK INC
+$62.0K
373
+1%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$57.2K
91,314
-0%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$56.1K
11,291
+3%
减持
QCOM
QUALCOMM INC
-$55.2K
1,881
-0%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$55.1K
29,374
-7%
减持
EFA
ISHARES TR
+$54.5K
12,355
-1%
增持
NVDA
NVIDIA CORPORATION
+$53.5K
28,888
+3%
减持
ERAS
ERASCA INC
-$52.9K
39,723
-42%
增持
RTX
RTX CORPORATION
+$52.0K
2,475
+0%
增持
WDAY
WORKDAY INC
+$50.1K
1,115
+12%
减持
NUVB
NUVATION BIO INC
-$45.1K
16,446
-42%
减持
PAYX
PAYCHEX INC
+$45.1K
3,099
-1%
减持
PKG
PACKAGING CORP AMER
+$45.1K
1,689
-3%
增持
MUB
ISHARES TR
+$42.8K
4,245
+8%
增持
XLU
SELECT SECTOR SPDR TR
+$42.3K
3,234
+1%
清仓
—
ADC THERAPEUTICS SA
-$41.9K
0
-100%
增持
SSO
PROSHARES TR
+$40.2K
5,222
+0%
增持
VTI
VANGUARD INDEX FDS
+$39.4K
2,265
+1%
减持
MRK
MERCK & CO INC
-$37.7K
3,650
-0%
减持
—
EATON CORP PLC
+$37.0K
2,871
-2%
增持
F
FORD MTR CO
-$36.6K
19,676
+1%
减持
ARDX
ARDELYX INC
-$33.1K
20,526
-13%
增持
T
AT&T INC
+$32.2K
10,464
+1%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$32.0K
2,093
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$31.9K
2,033
+0%
清仓
—
SIRIUS XM HOLDINGS INC
-$31.7K
0
-100%
增持
CI
THE CIGNA GROUP
+$30.6K
1,781
+0%
增持
IJR
ISHARES TR
+$29.5K
2,825
+0%
增持
PLD
PROLOGIS INC.
+$29.3K
2,009
+1%
减持
MSTB
ETF SER SOLUTIONS
+$28.9K
55,242
-3%
增持
VOO
VANGUARD INDEX FDS
+$27.6K
597
+4%
增持
—
INFINERA CORP
+$27.1K
23,954
+8%
增持
—
LINDE PLC
+$26.9K
688
+0%
建仓
—
VENTYX BIOSCIENCES INC
+$26.5K
12,140
增持
ABR
ARBOR REALTY TRUST INC
+$23.1K
14,040
+3%
增持
OABI
OMNIAB INC
+$22.1K
24,640
+13%
减持
CMCSA
COMCAST CORP NEW
+$21.7K
12,609
-2%
建仓
BFLY
BUTTERFLY NETWORK INC
+$20.7K
11,682
减持
EEM
ISHARES TR
+$20.4K
8,948
-2%
增持
FDX
FEDEX CORP
-$19.9K
809
+1%
增持
—
ELEVATION ONCOLOGY INC
-$19.9K
17,515
+55%
增持
—
INOZYME PHARMA INC
+$19.4K
15,286
+13%
增持
APH
AMPHENOL CORP NEW
-$18.9K
9,003
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$18.4K
4,975
+0%
增持
AMGN
AMGEN INC
+$16.8K
1,336
+1%
增持
YUM
YUM BRANDS INC
+$16.0K
2,066
+0%
减持
TIP
ISHARES TR
-$15.4K
54,976
-4%
减持
TFJL
INNOVATOR ETFS TRUST
+$15.3K
166,152
-6%
增持
PFE
PFIZER INC
+$15.2K
9,674
+2%
增持
TXN
TEXAS INSTRS INC
+$14.8K
1,131
+1%
增持
NTNX
NUTANIX INC
+$14.4K
3,886
+2%
增持
NAUT
NAUTILUS BIOTECHNOLOGY INC
+$14.2K
19,587
+10%
