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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 34
增持 50
减持 14
清仓 52
方向
标的
Δ市值
现股数(环比)
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$19.7M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$6.2M
142,047
+191%
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$5.3M
0
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。
-100%
建仓
WSM
WILLIAMS SONOMA INC
+$4.6M
23,603
增持
NKE
NIKE INC
+$4.0M
72,371
+390%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
47,513
+5%
增持
AAPL
APPLE INC
+$3.7M
65,027
+14%
增持
GOOGL
ALPHABET INC
+$3.6M
45,424
+109%
清仓
XLRE
SELECT SECTOR SPDR TR
-$3.4M
0
-100%
清仓
FISV
FISERV INC
-$3.3M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$3.1M
37,055
清仓
XLV
SELECT SECTOR SPDR TR
-$2.6M
0
-100%
建仓
LEN
LENNAR CORP
+$2.6M
20,737
清仓
CHD
CHURCH & DWIGHT CO INC
-$2.5M
0
-100%
清仓
XHB
SPDR SERIES TRUST
-$2.5M
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$2.4M
25,330
清仓
GOOG
ALPHABET INC
-$2.2M
0
-100%
增持
MINT
PIMCO ETF TR
+$2.2M
46,611
+89%
清仓
OEF
ISHARES TR
-$2.1M
0
-100%
清仓
MSTB
ETF SER SOLUTIONS
-$1.9M
0
-100%
增持
BE
BLOOM ENERGY CORP
+$1.6M
23,444
+46%
减持
CMCSA
COMCAST CORP NEW
-$1.6M
28,611
-58%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.4M
4,303
建仓
—
UNIQURE NV
+$1.3M
21,778
清仓
FOX
FOX CORP
-$1.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
55,924
+13%
建仓
URA
GLOBAL X FDS
+$1.2M
24,521
清仓
EFA
ISHARES TR
-$1.1M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
15,756
+59%
清仓
PALC
PACER FDS TR
-$1.0M
0
-100%
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$982.3K
0
-100%
建仓
ETHA
ISHARES ETHEREUM TR
+$922.6K
29,280
清仓
IYW
ISHARES TR
-$901.0K
0
-100%
增持
NKTR
NEKTAR THERAPEUTICS
+$873.9K
26,154
+10%
增持
AMZN
AMAZON COM INC
+$830.7K
53,369
+14%
增持
QQQ
INVESCO QQQ TR
+$827.9K
11,682
+4%
增持
FDS
FACTSET RESH SYS INC
-$698.9K
4,603
+3%
清仓
PMAY
INNOVATOR ETFS TRUST
-$693.6K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$693.0K
0
-100%
清仓
MTUM
ISHARES TR
-$682.5K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$664.7K
0
-100%
清仓
SSO
PROSHARES TR
-$637.6K
0
-100%
建仓
OFIX
ORTHOFIX MED INC
+$628.8K
42,954
建仓
BW
BABCOCK & WILCOX ENTERPRISES
+$625.1K
215,563
清仓
XLY
SELECT SECTOR SPDR TR
-$612.5K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$604.3K
35,853
-0%
减持
COST
COSTCO WHSL CORP NEW
-$584.5K
6,822
-1%
清仓
XLP
SELECT SECTOR SPDR TR
-$573.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$559.0K
18,935
+4%
增持
ASMB
ASSEMBLY BIOSCIENCES INC
+$552.6K
34,798
+86%
增持
—
ACCENTURE PLC IRELAND
-$551.1K
10,896
+2%
清仓
BX
BLACKSTONE INC
-$543.4K
0
-100%
增持
SHY
ISHARES TR
-$537.9K
122,246
+486%
建仓
CDNA
CAREDX INC
+$537.7K
36,984
减持
GLD
SPDR GOLD TR
-$524.0K
43,599
-17%
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$514.5K
157,353
建仓
XERS
XERIS BIOPHARMA HOLDINGS INC
+$514.4K
63,189
增持
ETR
ENTERGY CORP NEW
+$503.7K
49,191
+1%
清仓
VOO
VANGUARD INDEX FDS
-$500.3K
0
-100%
清仓
ARVN
ARVINAS INC
-$492.1K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$476.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$432.4K
5,546
+3%
清仓
BBNX
BETA BIONICS INC
-$430.7K
0
-100%
建仓
EBS
EMERGENT BIOSOLUTIONS INC
+$425.1K
48,196
增持
V
VISA INC
-$421.0K
17,402
+0%
减持
WCN
WASTE CONNECTIONS INC
-$392.6K
6,204
-22%
清仓
MNKD
MANNKIND CORP
-$379.4K
0
-100%
增持
RECS
COLUMBIA ETF TR I
+$362.8K
19,857
+67%
清仓
MUB
ISHARES TR
-$349.5K
0
-100%
建仓
IMRX
IMMUNEERING CORP
+$343.4K
49,052
清仓
EEM
ISHARES TR
-$331.5K
0
-100%
清仓
IJR
ISHARES TR
-$329.1K
0
-100%
清仓
SGHT
SIGHT SCIENCES INC
-$327.9K
0
-100%
建仓
XFOR
X4 PHARMACEUTICALS INC
+$326.0K
95,327
清仓
RDDT
REDDIT INC
-$317.9K
0
-100%
增持
DGX
QUEST DIAGNOSTICS INC
+$297.2K
25,743
+0%
建仓
MDB
MONGODB INC
+$282.4K
910
增持
MSFT
MICROSOFT CORP
+$281.2K
22,242
+11%
建仓
SYM
SYMBOTIC INC
+$274.6K
5,095
减持
XMTR
XOMETRY INC
+$274.6K
13,790
-2%
增持
NUVB
NUVATION BIO INC
+$273.6K
133,861
+18%
建仓
NVAX
NOVAVAX INC
+$269.2K
31,045
建仓
CRWV
COREWEAVE INC
+$267.4K
1,954
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$267.1K
467,295
-1%
建仓
—
CIDARA THERAPEUTICS INC
+$267.1K
2,789
建仓
CVS
CVS HEALTH CORP
+$267.0K
3,995
建仓
OSCR
OSCAR HEALTH INC
+$265.9K
14,044
增持
AVGO
BROADCOM INC
-$265.6K
2,374
+18%
清仓
XLU
SELECT SECTOR SPDR TR
-$264.3K
0
-100%
清仓
—
GH RESEARCH PLC
-$263.9K
0
-100%
建仓
VST
VISTRA CORP
+$263.1K
1,427
清仓
—
AKERO THERAPEUTICS INC
-$262.0K
0
-100%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$261.7K
6,650
减持
SIBN
SI-BONE INC
-$260.6K
21,485
-30%
清仓
CSCO
CISCO SYS INC
-$260.0K
0
-100%
建仓
IMNM
IMMUNOME INC
+$255.8K
21,844
增持
ITW
ILLINOIS TOOL WKS INC
+$251.8K
20,106
+0%
增持
WM
WASTE MGMT INC DEL
-$251.3K
37,433
+1%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$250.0K
545
减持
OKLO
OKLO INC
-$249.2K
3,892
-68%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$247.5K
0
-100%
减持
SDGR
SCHRODINGER INC
-$244.9K
14,390
-46%
建仓
REZI
RESIDEO TECHNOLOGIES INC
+$239.5K
5,546
清仓
SYK
STRYKER CORPORATION
-$238.7K
0
-100%
建仓
BIB
PROSHARES TR
+$238.3K
12,851
建仓
SHOP
SHOPIFY INC
+$237.8K
1,600
清仓
ECL
ECOLAB INC
-$236.3K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$235.6K
0
-100%
减持
TSLA
TESLA INC
-$234.6K
1,352
-4%
清仓
INTU
INTUIT
-$233.9K
0
-100%
减持
GFL
GFL ENVIRONMENTAL INC
-$232.6K
6,765
-38%
增持
—
MIND MEDICINE MINDMED INC
+$232.2K
32,929
+37%
清仓
GEV
GE VERNOVA INC
-$228.7K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$226.2K
0
-100%
增持
APH
AMPHENOL CORP NEW
+$226.1K
9,139
+0%
清仓
TJX
TJX COS INC NEW
-$224.6K
0
-100%
增持
TSCO
TRACTOR SUPPLY CO
+$224.6K
54,751
+0%
清仓
MMM
3M CO
-$224.1K
0
-100%
建仓
SCI
SERVICE CORP INTL
+$223.3K
2,683
增持
CAT
CATERPILLAR INC
+$216.3K
2,665
+2%
清仓
AGG
ISHARES TR
-$216.3K
0
-100%
建仓
RXST
RXSIGHT INC
+$215.5K
23,967
清仓
SMH
VANECK ETF TRUST
-$211.6K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$205.5K
10,523
+1%
增持
DIS
DISNEY WALT CO
-$204.4K
15,403
+1%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$204.1K
0
-100%
增持
QS
QUANTUMSCAPE CORP
+$202.1K
33,855
+6%
减持
DSGN
DESIGN THERAPEUTICS INC
+$188.1K
52,081
-14%
增持
ACHR
ARCHER AVIATION INC
+$184.6K
111,861
+37%
增持
LXEO
LEXEO THERAPEUTICS INC
+$180.5K
61,276
+9%
增持
NFLX
NETFLIX INC
-$179.0K
490
+10%
增持
LLY
ELI LILLY & CO
-$177.8K
1,035
+4%
增持
CRM
SALESFORCE INC
-$175.7K
5,805
+6%
建仓
CRVS
CORVUS PHARMACEUTICALS INC
+$174.0K
23,614
增持
SANA
SANA BIOTECHNOLOGY INC
+$173.7K
111,288
+37%
增持
SPGI
S&P GLOBAL INC
-$162.9K
2,492
+0%
减持
OXY
OCCIDENTAL PETE CORP
+$159.4K
37,174
-2%
增持
—
PHARVARIS N V
+$159.1K
16,641
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$155.5K
12,402
+3%
清仓
ORGO
ORGANOGENESIS HLDGS INC
-$150.3K
0
-100%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$149.4K
0
-100%
增持
BALT
INNOVATOR ETFS TRUST
-$144.3K
63,692
+50%
清仓
GRCE
GRACE THERAPEUTICS INC
-$144.2K
0
-100%
增持
NPCE
NEUROPACE INC
+$143.4K
197,476
+16%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$143.1K
17,452
+11%
增持
ADBE
ADOBE INC
-$140.1K
3,575
+1%
增持
NET
CLOUDFLARE INC
+$139.1K
3,562
+12%
增持
WMT
WALMART INC
-$136.6K
6,237
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$134.9K
3,339
+17%
建仓
TMCI
TREACE MED CONCEPTS INC
+$134.3K
20,022
