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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 92
减持 22
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$5.0M
44,935
-13%
减持
GLD
SPDR GOLD TR
+$2.4M
53,837
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
10,328
+39%
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
MINT
PIMCO ETF TR
+$2.1M
23,411
+672%
增持
WM
WASTE MGMT INC DEL
+$1.8M
37,334
+11%
增持
SHY
ISHARES TR
+$1.5M
28,078
+166%
增持
V
VISA INC
+$1.2M
17,677
+13%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.1M
277,008
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
2,367
+23%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
390,054
-6%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
17,729
+40%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
6,991
+16%
增持
DGX
QUEST DIAGNOSTICS INC
+$1.1M
25,856
+19%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.1M
76,494
+36%
增持
SJM
SMUCKER J M CO
+$1.0M
19,210
+68%
增持
MCD
MCDONALDS CORP
+$945.7K
11,622
+25%
增持
UNH
UNITEDHEALTH GROUP INC
+$928.0K
7,089
+29%
增持
ITW
ILLINOIS TOOL WKS INC
+$826.6K
19,774
+23%
增持
FISV
FISERV INC
+$825.4K
18,958
+16%
增持
CHD
CHURCH & DWIGHT CO INC
+$808.4K
27,465
+30%
增持
SHW
SHERWIN WILLIAMS CO
+$775.5K
8,691
+31%
增持
TSCO
TRACTOR SUPPLY CO
+$775.1K
53,539
+31%
增持
CMCSA
COMCAST CORP NEW
+$708.5K
65,772
+44%
增持
BALT
INNOVATOR ETFS TRUST
+$699.4K
29,421
+313%
增持
NVDA
NVIDIA CORPORATION
+$661.6K
41,564
+45%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$644.5K
5,054
+41%
清仓
WGS
GENEDX HOLDINGS CORP
-$638.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$591.0K
10,436
+14%
减持
NOW
SERVICENOW INC
-$577.8K
695
-35%
增持
META
META PLATFORMS INC
+$554.9K
3,345
+43%
增持
FDS
FACTSET RESH SYS INC
+$530.8K
4,615
+41%
增持
ETR
ENTERGY CORP NEW
+$523.7K
49,887
+1%
增持
OXY
OCCIDENTAL PETE CORP
+$477.9K
38,119
+34%
增持
ADBE
ADOBE INC
+$454.2K
3,814
+68%
增持
NPCE
NEUROPACE INC
+$437.8K
46,111
+300%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$432.4K
483,691
-1%
增持
QQQ
INVESCO QQQ TR
-$431.2K
10,869
+1%
增持
—
ACCENTURE PLC IRELAND
+$419.9K
10,449
+29%
建仓
LLY
ELI LILLY & CO
+$410.6K
497
减持
CRWD
CROWDSTRIKE HLDGS INC
-$367.2K
2,621
-31%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$366.6K
31,607
增持
AAPL
APPLE INC
+$354.1K
52,467
+16%
建仓
SDGR
SCHRODINGER INC
+$345.3K
17,493
增持
MSCI
MSCI INC
+$332.2K
4,261
+23%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$330.3K
21,105
+70%
增持
—
MONDAY COM LTD
+$319.4K
4,867
+33%
增持
AMT
AMERICAN TOWER CORP NEW
+$297.5K
4,580
+20%
建仓
GE
GE AEROSPACE
+$292.4K
1,461
减持
—
CHIMERIX INC
+$281.1K
58,954
-7%
增持
MSFT
MICROSOFT CORP
+$278.5K
20,022
+17%
增持
GOOG
ALPHABET INC
-$274.6K
12,135
+6%
建仓
HRTX
HERON THERAPEUTICS INC
+$273.0K
124,103
减持
DIS
DISNEY WALT CO
-$268.3K
15,714
-4%
清仓
—
CREDO TECHNOLOGY GROUP HOLDI
-$257.5K
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$256.3K
3,445
+61%
建仓
ZS
ZSCALER INC
+$254.0K
1,280
建仓
VZ
VERIZON COMMUNICATIONS INC
+$249.4K
5,499
建仓
GDX
VANECK ETF TRUST
+$249.0K
5,416
建仓
CSCO
CISCO SYS INC
+$242.3K
3,926
建仓
MIRM
MIRUM PHARMACEUTICALS INC
+$242.2K
5,376
建仓
MMM
3M CO
+$239.5K
1,631
增持
BAC
BANK AMERICA CORP
+$234.1K
47,247
+20%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$232.6K
953
增持
XLRE
SELECT SECTOR SPDR TR
+$228.8K
85,432
+4%
建仓
SYK
STRYKER CORPORATION
+$225.3K
605
增持
—
EXXON MOBIL CORP
+$224.6K
5,664
+36%
清仓
—
INFINERA CORP
-$222.6K
0
-100%
清仓
FDX
FEDEX CORP
-$212.2K
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$211.5K
2,670
减持
NKE
NIKE INC
-$211.2K
16,684
-1%
增持
AMZN
AMAZON COM INC
-$210.6K
35,570
+12%
清仓
CRTO
CRITEO S A
-$208.2K
0
-100%
建仓
ROKU
ROKU INC
+$206.0K
2,925
建仓
ZLAB
ZAI LAB LTD
+$202.8K
5,612
清仓
BIB
PROSHARES TR
-$202.6K
0
-100%
建仓
PRME
PRIME MEDICINE INC
+$190.0K
95,462
增持
WCN
WASTE CONNECTIONS INC
+$186.1K
3,414
+22%
增持
ABT
ABBOTT LABS
+$178.9K
7,444
+4%
增持
GOOGL
ALPHABET INC
+$178.5K
20,919
+30%
增持
PG
PROCTER AND GAMBLE CO
+$174.2K
10,792
+9%
清仓
—
PARAGON 28 INC
-$171.0K
0
-100%
增持
—
UNIQURE NV
-$167.8K
25,400
+3%
增持
NTNX
NUTANIX INC
+$167.4K
7,114
+32%
减持
FOX
FOX CORP
+$166.7K
25,327
-1%
清仓
—
ZUORA INC
-$160.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$158.9K
3,644
+17%
减持
XLV
SELECT SECTOR SPDR TR
+$151.2K
19,737
-1%
增持
—
DYNAVAX TECHNOLOGIES CORP
+$145.2K
32,397
+50%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$143.7K
0
-100%
建仓
—
GH RESEARCH PLC
+$141.9K
12,869
减持
JOET
VIRTUS ETF TR II
-$139.8K
36,306
-7%
建仓
—
MIND MEDICINE MINDMED INC
+$132.4K
22,628
建仓
QS
QUANTUMSCAPE CORP
+$130.9K
31,456
减持
AMAT
APPLIED MATLS INC
-$127.2K
4,542
-6%
增持
SPGI
S&P GLOBAL INC
+$123.9K
2,576
+8%
清仓
—
MATTERPORT INC
-$123.6K
0
-100%
建仓
CGEM
CULLINAN THERAPEUTICS INC
+$123.1K
16,268
增持
CI
THE CIGNA GROUP
+$122.7K
1,876
+5%
增持
NFLX
NETFLIX INC
+$118.6K
435
+35%
增持
JPM
JPMORGAN CHASE & CO.
+$114.0K
11,617
+2%
增持
DSGN
DESIGN THERAPEUTICS INC
-$112.5K
58,278
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$111.6K
4,924
-29%
建仓
BWAY
BRAINSWAY LTD
+$111.5K
11,773
增持
TSLA
TESLA INC
+$109.0K
2,401
+89%
增持
AMGN
AMGEN INC
+$108.1K
1,501
+9%
增持
T
AT&T INC
+$105.6K
12,246
+16%
建仓
GRCE
GRACE THERAPEUTICS INC
+$104.9K
46,007
减持
XLY
SELECT SECTOR SPDR TR
-$103.0K
2,859
-4%
增持
ORGO
ORGANOGENESIS HLDGS INC
+$102.4K
38,666
+92%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$99.9K
0
-100%
增持
OEF
ISHARES TR
-$97.6K
6,621
+1%
增持
QCOM
QUALCOMM INC
+$96.5K
2,515
+33%
增持
—
LINDE PLC
+$95.6K
826
+20%
增持
—
EATON CORP PLC
-$94.8K
3,163
+10%
增持
KO
COCA COLA CO
+$86.6K
4,709
+17%
增持
CRM
SALESFORCE INC
+$84.9K
5,231
+33%
减持
MSTB
ETF SER SOLUTIONS
-$81.7K
54,325
-0%
增持
WMT
WALMART INC
+$79.0K
5,727
+22%
增持
TXN
TEXAS INSTRS INC
+$77.9K
1,620
+42%
增持
XMTR
XOMETRY INC
-$76.7K
14,263
+41%
减持
EFA
ISHARES TR
+$76.4K
12,496
-0%
增持
BX
BLACKSTONE INC
-$75.8K
3,707
+8%
清仓
OABI
OMNIAB INC
-$75.1K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$73.8K
3,143
+2%
减持
SEER
SEER INC
-$72.8K
104,754
-3%
增持
WDAY
WORKDAY INC
+$72.5K
2,024
+30%
建仓
VERV
VERVE THERAPEUTICS INC
+$72.4K
15,845
增持
SO
SOUTHERN CO
+$69.9K
4,261
+9%
增持
CAT
CATERPILLAR INC
-$63.9K
2,615
+2%
减持
—
ASSERTIO HOLDINGS INC
-$63.6K
171,176
-17%
增持
ACHR
ARCHER AVIATION INC
+$60.9K
82,480
+53%
增持
SNOW
SNOWFLAKE INC
+$59.1K
2,406
+27%
增持
YUM
YUM BRANDS INC
+$55.5K
2,120
+2%
增持
PAYX
PAYCHEX INC
+$55.1K
3,192
+2%
增持
BE
BLOOM ENERGY CORP
+$54.1K
16,115
+36%
增持
—
ELASTIC N V
+$50.6K
3,403
+33%
减持
UPS
UNITED PARCEL SERVICE INC
-$50.4K
2,759
-2%
增持
TMCI
TREACE MED CONCEPTS INC
+$49.9K
25,690
+15%
增持
ARDX
ARDELYX INC
+$49.3K
27,638
+62%
增持
GTLB
GITLAB INC
+$49.2K
7,954
+38%
增持
PLD
PROLOGIS INC.
+$48.2K
2,344
+16%
增持
PKG
PACKAGING CORP AMER
-$44.8K
1,701
+0%
增持
RDDT
REDDIT INC
-$43.5K
2,158
+31%
增持
OKLO
OKLO INC
+$43.4K
12,160
+18%
增持
BLK
BLACKROCK INC
+$42.4K
451
+20%
增持
TEAM
ATLASSIAN CORPORATION
+$41.8K
1,250
+36%
减持
XLE
SELECT SECTOR SPDR TR
+$41.6K
5,740
-1%
增持
CRMD
CORMEDIX INC
+$41.4K
46,598
+54%
减持
TIP
ISHARES TR
-$40.9K
4,193
-12%
增持
—
INOZYME PHARMA INC
-$37.4K
29,784
+28%
