小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 61
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
UNH
UNITEDHEALTH GROUP INC
-$3.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.5M
46,647
+31%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
49,300
+19%
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
+$2.8M
45,185
+1%
增持
MSFT
MICROSOFT CORP
+$2.5M
20,081
+0%
清仓
SJM
SMUCKER J M CO
-$2.3M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.0M
48,770
+131%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
9,934
增持
NPCE
NEUROPACE INC
+$1.3M
169,890
+268%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
8,766
-15%
增持
QQQ
INVESCO QQQ TR
+$1.1M
11,213
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$950.6K
2,705
+300%
减持
FISV
FISERV INC
-$928.6K
18,896
-0%
增持
WCN
WASTE CONNECTIONS INC
+$818.2K
7,957
+133%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$780.0K
232,141
-16%
增持
META
META PLATFORMS INC
+$719.4K
3,587
+7%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$691.5K
83,999
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$628.8K
11,998
+3%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$622.0K
470,474
-3%
建仓
NKTR
NEKTAR THERAPEUTICS
+$614.3K
23,772
减持
SHY
ISHARES TR
-$595.2K
20,851
-26%
增持
GOOGL
ALPHABET INC
+$594.2K
21,728
+4%
建仓
SIBN
SI-BONE INC
+$576.8K
30,649
建仓
GFL
GFL ENVIRONMENTAL INC
+$553.4K
10,983
建仓
AVGO
BROADCOM INC
+$553.1K
2,006
增持
CRWD
CROWDSTRIKE HLDGS INC
+$525.9K
2,847
+9%
减持
GLD
SPDR GOLD TR
+$509.6K
52,561
-2%
减持
CHD
CHURCH & DWIGHT CO INC
-$504.0K
26,216
-5%
清仓
—
CHIMERIX INC
-$501.7K
0
-100%
建仓
ARVN
ARVINAS INC
+$492.1K
66,858
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$482.7K
10,441
+0%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$474.8K
46,783
清仓
TIP
ISHARES TR
-$465.8K
0
-100%
增持
BALT
INNOVATOR ETFS TRUST
+$438.9K
42,462
+44%
建仓
RECS
COLUMBIA ETF TR I
+$438.4K
11,916
建仓
BBNX
BETA BIONICS INC
+$430.7K
29,579
增持
BAC
BANK AMERICA CORP
+$426.6K
50,680
+7%
增持
OKLO
OKLO INC
+$420.6K
12,210
+0%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$416.2K
7,530
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$366.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$363.2K
993
+100%
减持
DIS
DISNEY WALT CO
+$346.4K
15,300
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$340.5K
5,363
+6%
减持
—
MONDAY COM LTD
+$334.5K
4,827
-1%
建仓
SGHT
SIGHT SCIENCES INC
+$327.9K
79,404
增持
GOOG
ALPHABET INC
+$321.7K
12,501
+3%
增持
APH
AMPHENOL CORP NEW
+$304.9K
9,096
+1%
减持
ACHR
ARCHER AVIATION INC
+$300.6K
81,757
-1%
清仓
CRMD
CORMEDIX INC
-$287.0K
0
-100%
增持
—
EATON CORP PLC
+$284.7K
3,206
+1%
减持
OXY
OCCIDENTAL PETE CORP
-$284.5K
38,016
-0%
减持
—
DYNAVAX TECHNOLOGIES CORP
-$270.7K
15,065
-53%
清仓
—
UNIQURE NV
-$269.2K
0
-100%
增持
PRME
PRIME MEDICINE INC
+$262.9K
183,358
+92%
建仓
—
AKERO THERAPEUTICS INC
+$262.0K
4,910
增持
OEF
ISHARES TR
+$260.0K
6,746
+2%
清仓
MYO
MYOMO INC
-$258.6K
0
-100%
减持
NET
CLOUDFLARE INC
+$257.4K
3,193
-2%
建仓
UBER
UBER TECHNOLOGIES INC
+$256.3K
2,747
清仓
HGER
HARBOR ETF TRUST
-$253.3K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$249.1K
4,876
-1%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$247.5K
803
减持
XLV
SELECT SECTOR SPDR TR
-$247.2K
19,547
-1%
增持
JMOM
J P MORGAN EXCHANGE TRADED F
+$245.8K
15,279
+17%
减持
COST
COSTCO WHSL CORP NEW
+$242.7K
6,924
-1%
减持
PG
PROCTER AND GAMBLE CO
-$240.0K
10,037
-7%
建仓
DAL
DELTA AIR LINES INC DEL
+$235.6K
4,791
建仓
INTU
INTUIT
+$233.9K
297
建仓
DDOG
DATADOG INC
+$230.8K
1,718
建仓
GEV
GE VERNOVA INC
+$228.7K
432
减持
DGX
QUEST DIAGNOSTICS INC
+$226.7K
25,617
-1%
建仓
LXEO
LEXEO THERAPEUTICS INC
+$226.3K
56,303
建仓
TJX
TJX COS INC NEW
+$224.6K
1,819
建仓
SANA
SANA BIOTECHNOLOGY INC
+$221.4K
81,093
建仓
AGG
ISHARES TR
+$216.3K
2,180
清仓
TMCI
TREACE MED CONCEPTS INC
-$215.5K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$211.6K
759
建仓
UFOX
ETF SER SOLUTIONS
+$211.0K
4,000
建仓
TWLO
TWILIO INC
+$208.4K
1,676
清仓
ZLAB
ZAI LAB LTD
-$202.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$202.4K
881
+52%
增持
AMAT
APPLIED MATLS INC
+$202.1K
4,704
+4%
减持
ETR
ENTERGY CORP NEW
-$196.8K
48,942
-2%
增持
NFLX
NETFLIX INC
+$192.9K
447
+3%
减持
MSTB
ETF SER SOLUTIONS
+$188.6K
52,215
-4%
增持
SDGR
SCHRODINGER INC
+$188.2K
26,518
+52%
减持
SNOW
SNOWFLAKE INC
+$182.3K
2,386
-1%
增持
MCD
MCDONALDS CORP
-$181.4K
11,804
+2%
减持
XLRE
SELECT SECTOR SPDR TR
-$181.3K
81,941
-4%
增持
NOW
SERVICENOW INC
+$174.6K
708
+2%
减持
TSLA
TESLA INC
-$173.7K
1,412
-41%
增持
ASMB
ASSEMBLY BIOSCIENCES INC
+$166.3K
18,667
+4%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$165.1K
3,563
+3%
减持
—
EXXON MOBIL CORP
-$163.7K
4,731
-16%
增持
SSO
PROSHARES TR
+$155.0K
6,525
+12%
减持
AMT
AMERICAN TOWER CORP NEW
-$154.1K
3,812
-17%
增持
CAT
CATERPILLAR INC
+$153.3K
2,617
+0%
增持
JNJ
JOHNSON & JOHNSON
-$152.0K
18,253
+3%
减持
WM
WASTE MGMT INC DEL
-$149.8K
37,118
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$145.6K
36,007
+1421%
减持
ZS
ZSCALER INC
+$143.8K
1,267
-1%
减持
CVX
CHEVRON CORP NEW
-$137.9K
3,294
-10%
清仓
ARDX
ARDELYX INC
-$135.7K
0
-100%
增持
MINT
PIMCO ETF TR
+$127.6K
24,700
+6%
增持
—
GH RESEARCH PLC
+$122.0K
21,651
+68%
减持
XMTR
XOMETRY INC
+$121.1K
14,104
-1%
增持
MSCI
MSCI INC
+$119.1K
4,384
+3%
清仓
—
ASSERTIO HOLDINGS INC
-$115.5K
0
-100%
减持
JOET
VIRTUS ETF TR II
+$113.2K
35,231
-3%
增持
EFA
ISHARES TR
+$111.8K
12,676
+1%
增持
MNKD
MANNKIND CORP
-$111.1K
101,438
+4%
减持
MUB
ISHARES TR
-$109.8K
3,345
-23%
增持
MTUM
ISHARES TR
+$109.4K
2,840
+0%
增持
WMT
WALMART INC
+$105.8K
6,224
+9%
减持
XGN
EXAGEN INC
+$104.6K
66,012
-33%
减持
FDS
FACTSET RESH SYS INC
-$97.6K
4,473
-3%
减持
ADBE
ADOBE INC
-$95.2K
3,535
-7%
增持
HON
HONEYWELL INTL INC
+$95.1K
3,184
+4%
增持
ERAS
ERASCA INC
+$93.6K
120,466
+178%
减持
RDDT
REDDIT INC
+$91.5K
2,111
-2%
增持
CRM
SALESFORCE INC
+$88.9K
5,474
+5%
增持
QS
QUANTUMSCAPE CORP
+$84.2K
32,000
+2%
增持
—
LINDE PLC
+$83.5K
997
+21%
减持
FOX
FOX CORP
-$78.9K
24,329
-4%
增持
TSCO
TRACTOR SUPPLY CO
-$74.6K
54,489
+2%
清仓
VERV
VERVE THERAPEUTICS INC
-$72.4K
0
-100%
减持
QCOM
QUALCOMM INC
-$72.1K
1,973
-22%
减持
MDXG
MIMEDX GROUP INC
-$68.0K
18,435
-22%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$67.9K
388,328
-0%
减持
BE
BLOOM ENERGY CORP
+$67.7K
16,076
-0%
减持
AMGN
AMGEN INC
-$65.5K
1,440
-4%
增持
KO
COCA COLA CO
+$63.3K
5,663
+20%
减持
NEE
NEXTERA ENERGY INC
-$61.2K
6,155
-11%
减持
XLE
SELECT SECTOR SPDR TR
-$60.2K
5,614
-2%
增持
PALC
PACER FDS TR
+$58.8K
21,035
+3%
增持
ITW
ILLINOIS TOOL WKS INC
+$56.8K
20,065
+1%
减持
VTI
VANGUARD INDEX FDS
+$56.7K
2,280
-2%
减持
PLD
PROLOGIS INC.
-$54.2K
1,977
-16%
增持
—
ACCENTURE PLC IRELAND
-$53.0K
10,731
+3%
减持
ROKU
ROKU INC
+$50.6K
2,920
-0%
增持
BWAY
BRAINSWAY LTD
+$49.4K
12,237
+4%
减持
TXN
TEXAS INSTRS INC
-$48.7K
1,168
-28%
增持
ABR
ARBOR REALTY TRUST INC
+$48.6K
20,960
+40%
增持
SEER
SEER INC
+$48.5K
105,376
+1%
增持
VLO
VALERO ENERGY CORP
+$48.2K
3,477
+10%
减持
XLY
SELECT SECTOR SPDR TR
+$48.1K
2,818
-1%
增持
MIRM
MIRUM PHARMACEUTICALS INC
+$43.0K
5,604
+4%
减持
NTNX
NUTANIX INC
+$42.4K
7,051
-1%
减持
PATH
UIPATH INC
+$39.3K
15,931
-0%
增持
GRCE
GRACE THERAPEUTICS INC
+$39.3K
48,541
+6%
