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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 35
增持 69
减持 27
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$20.9M
414,088
清仓
TLT
ISHARES TR
-$12.7M
0
-100%
清仓
IEF
ISHARES TR
-$8.3M
0
-100%
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。
增持
SPY
SPDR S&P 500 ETF TR
+$7.1M
51,399
+28%
减持
TIP
ISHARES TR
-$5.6M
4,756
-91%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$5.5M
0
-100%
清仓
TFJL
INNOVATOR ETFS TRUST
-$3.5M
0
-100%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$3.5M
56,134
减持
KO
COCA COLA CO
-$2.8M
4,027
-90%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$1.8M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.5M
31,807
+8%
清仓
TGT
TARGET CORP
-$1.4M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
19,849
+100%
增持
CMCSA
COMCAST CORP NEW
+$1.2M
45,790
+263%
建仓
FOX
FOX CORP
+$1.2M
25,543
增持
GOOGL
ALPHABET INC
+$1.1M
16,146
+34%
增持
AAPL
APPLE INC
+$1.0M
45,126
+2%
建仓
ADBE
ADOBE INC
+$1.0M
2,268
增持
V
VISA INC
+$941.8K
15,667
+7%
减持
NKE
NIKE INC
-$767.7K
16,787
-27%
增持
FISV
FISERV INC
+$709.3K
16,362
+11%
减持
JNJ
JOHNSON & JOHNSON
-$682.0K
12,670
-18%
建仓
XLY
SELECT SECTOR SPDR TR
+$667.4K
2,975
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$657.7K
12,397
增持
ETR
ENTERGY CORP NEW
+$652.6K
49,343
+110%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$649.2K
3,595
-12%
增持
META
META PLATFORMS INC
+$613.9K
2,345
+77%
建仓
XLP
SELECT SECTOR SPDR TR
+$585.8K
7,451
增持
CRWD
CROWDSTRIKE HLDGS INC
+$528.2K
3,774
+39%
建仓
XLE
SELECT SECTOR SPDR TR
+$494.7K
5,775
增持
COST
COSTCO WHSL CORP NEW
+$488.9K
6,018
+6%
清仓
PNI
PIMCO NEW YORK MUN FD II
-$487.4K
0
-100%
清仓
—
PIMCO MUN INCOME FD III
-$484.3K
0
-100%
建仓
WCN
WASTE CONNECTIONS INC
+$479.3K
2,795
减持
MINT
PIMCO ETF TR
-$475.3K
3,032
-61%
增持
ACHR
ARCHER AVIATION INC
+$462.8K
53,897
+161%
减持
SJM
SMUCKER J M CO
-$449.3K
11,420
-19%
建仓
—
UNIQURE NV
+$437.1K
24,749
清仓
KLAC
KLA CORP
-$397.0K
0
-100%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$394.0K
1,923
+17%
建仓
VLO
VALERO ENERGY CORP
+$389.1K
3,174
建仓
BLK
BLACKROCK INC
+$384.2K
375
增持
JPM
JPMORGAN CHASE & CO.
+$376.7K
11,412
+2%
增持
NOW
SERVICENOW INC
+$373.6K
1,067
+26%
增持
ITW
ILLINOIS TOOL WKS INC
+$361.8K
16,081
+13%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$361.6K
0
-100%
清仓
—
BLACKROCK INC
-$354.2K
0
-100%
增持
WGS
GENEDX HOLDINGS CORP
+$351.2K
8,303
+23%
增持
CHD
CHURCH & DWIGHT CO INC
+$349.9K
21,156
+19%
减持
NVDA
NVIDIA CORPORATION
+$334.9K
28,618
-1%
增持
—
ACCENTURE PLC IRELAND
+$326.5K
8,075
+14%
增持
MSCI
MSCI INC
+$317.1K
3,462
+15%
增持
CRM
SALESFORCE INC
+$312.1K
3,945
+7%
增持
FDS
FACTSET RESH SYS INC
+$309.7K
3,263
+19%
增持
QQQ
INVESCO QQQ TR
+$303.3K
10,813
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$298.8K
6,971
+14%
建仓
GM
GENERAL MTRS CO
+$297.3K
5,581
清仓
C
CITIGROUP INC
-$297.3K
0
-100%
建仓
SNOW
SNOWFLAKE INC
+$292.6K
1,895
清仓
PFE
PFIZER INC
-$280.0K
0
-100%
增持
DGX
QUEST DIAGNOSTICS INC
+$276.3K
21,786
+12%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$275.0K
21,533
建仓
RDDT
REDDIT INC
+$269.8K
1,651
清仓
MMM
3M CO
-$266.2K
0
-100%
建仓
BE
BLOOM ENERGY CORP
+$262.8K
11,831
增持
WM
WASTE MGMT INC DEL
+$258.7K
33,744
+7%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$257.5K
3,832
建仓
HGER
HARBOR ETF TRUST
+$254.4K
11,495
增持
SHY
ISHARES TR
+$254.3K
10,536
+44%
减持
GOOG
ALPHABET INC
+$253.5K
11,397
-1%
建仓
—
ELASTIC N V
+$252.7K
2,550
减持
HON
HONEYWELL INTL INC
-$252.2K
2,999
-33%
减持
ED
CONSOLIDATED EDISON INC
-$251.3K
3,068
-39%
建仓
MYO
MYOMO INC
+$241.9K
37,564
减持
XMTR
XOMETRY INC
+$241.0K
10,130
-3%
增持
MSFT
MICROSOFT CORP
+$236.4K
17,171
+6%
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$234.5K
0
-100%
增持
MCD
MCDONALDS CORP
+$226.0K
9,261
+15%
建仓
BALT
INNOVATOR ETFS TRUST
+$223.8K
7,123
建仓
TEAM
ATLASSIAN CORPORATION
+$223.4K
918
清仓
VZ
VERIZON COMMUNICATIONS INC
-$223.4K
0
-100%
建仓
—
CHIMERIX INC
+$220.6K
63,400
建仓
OKLO
OKLO INC
+$219.6K
10,346
建仓
CRTO
CRITEO S A
+$208.2K
5,264
增持
BFLY
BUTTERFLY NETWORK INC
+$208.2K
73,370
+528%
清仓
F
FORD MTR CO
-$207.8K
0
-100%
减持
AMAT
APPLIED MATLS INC
-$198.1K
4,835
-1%
增持
XLRE
SELECT SECTOR SPDR TR
-$196.5K
82,285
+4%
建仓
—
PHARVARIS N V
+$195.9K
10,221
建仓
ASMB
ASSEMBLY BIOSCIENCES INC
+$180.3K
11,427
增持
NET
CLOUDFLARE INC
+$177.6K
3,647
+37%
减持
TSLA
TESLA INC
+$177.6K
1,271
-1%
建仓
MDXG
MIMEDX GROUP INC
+$171.1K
17,785
建仓
—
PARAGON 28 INC
+$171.0K
16,553
增持
AMT
AMERICAN TOWER CORP NEW
-$164.5K
3,812
+3%
增持
—
MONDAY COM LTD
+$162.7K
3,670
+45%
清仓
—
ZURA BIO LTD
-$155.6K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
+$151.8K
40,989
+489%
增持
CRMD
CORMEDIX INC
+$145.7K
30,326
+145%
建仓
PATH
UIPATH INC
+$144.1K
11,337
建仓
DNA
GINKGO BIOWORKS HOLDINGS INC
+$143.7K
14,631
增持
DSGN
DESIGN THERAPEUTICS INC
+$139.6K
54,696
+49%
增持
NUVB
NUVATION BIO INC
+$136.2K
65,360
+297%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$135.3K
274,507
+4%
建仓
NPCE
NEUROPACE INC
+$128.9K
11,517
增持
WDAY
WORKDAY INC
+$127.7K
1,551
+39%
减持
EEM
ISHARES TR
-$125.6K
6,810
-24%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$123.9K
13,509
+92%
减持
PG
PROCTER AND GAMBLE CO
-$123.8K
9,931
-4%
增持
CI
THE CIGNA GROUP
-$122.7K
1,790
+1%
减持
NEE
NEXTERA ENERGY INC
-$121.3K
6,347
-7%
增持
XGN
EXAGEN INC
+$119.5K
86,704
+14%
减持
BAC
BANK AMERICA CORP
+$114.2K
39,533
-3%
建仓
OCUL
OCULAR THERAPEUTIX INC
+$99.9K
11,693
增持
NTNX
NUTANIX INC
+$99.0K
5,382
+38%
增持
OXY
OCCIDENTAL PETE CORP
+$91.6K
28,409
+12%
增持
PALC
PACER FDS TR
+$91.4K
20,209
+11%
增持
GTLB
GITLAB INC
+$90.7K
5,761
+27%
增持
TMCI
TREACE MED CONCEPTS INC
+$90.2K
22,259
+71%
增持
EFA
ISHARES TR
-$88.4K
12,497
+1%
减持
OEF
ISHARES TR
+$76.4K
6,546
-0%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$75.9K
12,373
+10%
增持
SHW
SHERWIN WILLIAMS CO
+$74.5K
6,647
+16%
减持
CAT
CATERPILLAR INC
-$73.6K
2,554
-0%
增持
AMGN
AMGEN INC
-$71.0K
1,379
+3%
增持
BX
BLACKSTONE INC
+$69.0K
3,445
+0%
增持
DBC
INVESCO DB COMMDY INDX TRCK
-$68.4K
488,807
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$66.7K
5,505
+13%
减持
UPS
UNITED PARCEL SERVICE INC
-$66.5K
2,806
-9%
增持
LMT
LOCKHEED MARTIN CORP
-$65.0K
673
+0%
减持
PRU
PRUDENTIAL FINL INC
-$65.0K
3,309
-12%
建仓
ORGO
ORGANOGENESIS HLDGS INC
+$64.6K
20,190
增持
—
INFINERA CORP
+$60.9K
33,883
+41%
减持
GLD
SPDR GOLD TR
-$60.9K
54,198
-0%
增持
—
ZUORA INC
+$60.8K
16,152
+40%
减持
ARDX
ARDELYX INC
-$55.0K
17,041
-17%
增持
—
MATTERPORT INC
+$52.8K
26,073
+66%
清仓
—
OPTINOSE INC
-$52.5K
0
-100%
增持
WMT
WALMART INC
+$49.9K
4,690
+1%
增持
MRK
MERCK & CO INC
-$49.2K
3,672
+1%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$45.1K
2,134
+2%
减持
MSTB
ETF SER SOLUTIONS
-$44.4K
54,349
-2%
增持
SPGI
S&P GLOBAL INC
-$42.1K
2,379
+0%
增持
—
ASSERTIO HOLDINGS INC
-$40.3K
205,598
+11%
增持
APH
AMPHENOL CORP NEW
+$40.3K
9,026
+0%
增持
PLD
PROLOGIS INC.
-$39.8K
2,023
+1%
增持
—
LINDE PLC
-$39.3K
690
+0%
减持
ERAS
ERASCA INC
-$36.7K
28,600
-28%
增持
QCOM
QUALCOMM INC
-$30.0K
1,887
+0%
减持
OABI
OMNIAB INC
-$29.2K
21,204
-14%
