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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 58
增持 51
减持 24
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$15.7M
310,268
增持
GOOGL
ALPHABET INC
+$15.2M
72,381
+59%
增持
AMZN
AMAZON COM INC
+$7.8M
81,659
+53%
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
IBIT
ISHARES BITCOIN TRUST ETF
-$6.7M
50,616
-64%
建仓
IJR
ISHARES TR
+$6.7M
55,384
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$5.6M
83,717
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$4.6M
67,259
建仓
GOOG
ALPHABET INC
+$4.0M
12,880
减持
ORLY
OREILLY AUTOMOTIVE INC
-$3.5M
4,354
-88%
清仓
SHW
SHERWIN WILLIAMS CO
-$3.0M
0
-100%
建仓
XHB
SPDR SERIES TRUST
+$2.9M
27,687
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.8M
13,842
+58%
减持
ITW
ILLINOIS TOOL WKS INC
-$2.6M
10,544
-48%
增持
AAPL
APPLE INC
+$2.4M
65,355
+1%
建仓
OEF
ISHARES TR
+$2.2M
6,512
增持
CRM
SALESFORCE INC
+$2.0M
12,617
+117%
建仓
MSTB
ETF SER SOLUTIONS
+$1.9M
46,697
建仓
XLV
SELECT SECTOR SPDR TR
+$1.9M
11,972
减持
GLD
SPDR GOLD TR
+$1.8M
43,577
-0%
清仓
DIS
DISNEY WALT CO
-$1.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
56,779
+2%
建仓
AAP
ADVANCE AUTO PARTS INC
+$1.6M
40,120
减持
NKE
NIKE INC
-$1.4M
57,055
-21%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.4M
0
-100%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$1.4M
19,949
清仓
FDS
FACTSET RESH SYS INC
-$1.3M
0
-100%
增持
BFLY
BUTTERFLY NETWORK INC
+$1.3M
413,317
+183%
减持
LEN
LENNAR CORP
-$1.3M
12,861
-38%
清仓
—
UNIQURE NV
-$1.3M
0
-100%
增持
NPCE
NEUROPACE INC
+$1.3M
214,175
+8%
增持
BW
BABCOCK & WILCOX ENTERPRISES
+$1.3M
297,681
+38%
建仓
EFA
ISHARES TR
+$1.2M
12,796
建仓
PALC
PACER FDS TR
+$1.2M
22,086
建仓
VOO
VANGUARD INDEX FDS
+$1.1M
1,801
建仓
SNDX
SYNDAX PHARMACEUTICALS INC
+$1.1M
51,368
建仓
IYW
ISHARES TR
+$1.0M
5,200
增持
EBS
EMERGENT BIOSOLUTIONS INC
+$1.0M
117,121
+143%
增持
NUVB
NUVATION BIO INC
+$972.0K
163,756
+22%
增持
SPY
SPDR S&P 500 ETF TR
+$951.0K
47,811
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$946.1K
15,971
+1%
清仓
ETHA
ISHARES ETHEREUM TR
-$922.6K
0
-100%
增持
TSLA
TESLA INC
+$922.5K
2,527
+87%
清仓
CMCSA
COMCAST CORP NEW
-$899.0K
0
-100%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$869.1K
204,306
+3%
减持
NKTR
NEKTAR THERAPEUTICS
-$866.1K
14,714
-44%
增持
NOW
SERVICENOW INC
+$783.8K
9,712
+1031%
建仓
SSO
PROSHARES TR
+$765.9K
13,223
增持
AVGO
BROADCOM INC
+$743.6K
2,979
+25%
建仓
VTI
VANGUARD INDEX FDS
+$740.1K
2,207
建仓
PMAY
INNOVATOR ETFS TRUST
+$726.6K
18,354
建仓
MTUM
ISHARES TR
+$713.9K
2,852
减持
OXY
OCCIDENTAL PETE CORP
-$702.0K
25,645
-31%
减持
ADBE
ADOBE INC
-$691.4K
1,532
-57%
增持
MINT
PIMCO ETF TR
+$688.7K
53,638
+15%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$684.7K
28,095
建仓
XLY
SELECT SECTOR SPDR TR
+$660.3K
5,530
增持
JNJ
JOHNSON & JOHNSON
+$654.3K
19,336
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$631.4K
5,588
+1%
建仓
AXP
AMERICAN EXPRESS CO
+$631.1K
1,706
建仓
BEAM
BEAM THERAPEUTICS INC
+$628.1K
22,657
建仓
BX
BLACKSTONE INC
+$590.6K
3,832
建仓
AGG
ISHARES TR
+$572.7K
5,734
减持
SHY
ISHARES TR
-$561.2K
7,590
-94%
减持
LMT
LOCKHEED MARTIN CORP
-$536.1K
1,646
-41%
增持
MSFT
MICROSOFT CORP
+$529.2K
22,330
+0%
建仓
XLP
SELECT SECTOR SPDR TR
+$527.4K
6,789
增持
LLY
ELI LILLY & CO
+$519.0K
1,037
+0%
增持
SIBN
SI-BONE INC
+$511.1K
41,955
+95%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$493.9K
28,024
+61%
建仓
COWG
PACER FDS TR
+$477.9K
13,573
减持
—
ACCENTURE PLC IRELAND
-$468.5K
8,155
-25%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$464.5K
178,007
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$462.0K
12,712
+2%
增持
—
CIDARA THERAPEUTICS INC
+$458.1K
3,283
+18%
建仓
XLE
SELECT SECTOR SPDR TR
+$446.5K
9,987
减持
COST
COSTCO WHSL CORP NEW
-$426.7K
6,776
-1%
建仓
XNCR
XENCOR INC
+$414.7K
27,090
增持
DGX
QUEST DIAGNOSTICS INC
-$411.5K
25,858
+0%
增持
IMNM
IMMUNOME INC
+$409.6K
30,978
+42%
清仓
LXEO
LEXEO THERAPEUTICS INC
-$406.9K
0
-100%
增持
V
VISA INC
+$394.0K
17,506
+1%
增持
ASMB
ASSEMBLY BIOSCIENCES INC
+$377.9K
37,305
+7%
建仓
EEM
ISHARES TR
+$376.8K
6,888
建仓
MUB
ISHARES TR
+$362.7K
3,387
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$355.1K
14,967
+125%
增持
WMT
WALMART INC
+$345.1K
7,333
+18%
增持
TSCO
TRACTOR SUPPLY CO
-$335.9K
55,270
+1%
增持
DBC
INVESCO DB COMMDY INDX TRCK
+$329.1K
485,566
+4%
增持
CDNA
CAREDX INC
+$324.4K
45,759
+24%
减持
XERS
XERIS BIOPHARMA HOLDINGS INC
-$323.2K
24,349
-61%
增持
BAC
BANK AMERICA CORP
+$321.2K
51,274
+0%
建仓
GEV
GE VERNOVA INC
+$315.3K
482
减持
ORIC
ORIC PHARMACEUTICALS INC
-$304.8K
27,322
-38%
减持
AMAT
APPLIED MATLS INC
+$304.8K
4,607
-1%
增持
CAT
CATERPILLAR INC
+$296.2K
2,668
+0%
建仓
SGHT
SIGHT SCIENCES INC
+$294.1K
37,089
清仓
SDGR
SCHRODINGER INC
-$288.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$288.5K
11,887
+2%
建仓
CSCO
CISCO SYS INC
+$287.2K
3,729
减持
AMT
AMERICAN TOWER CORP NEW
-$282.8K
2,522
-36%
建仓
XLU
SELECT SECTOR SPDR TR
+$279.5K
6,546
建仓
TJX
TJX COS INC NEW
+$274.2K
1,785
建仓
SMH
VANECK ETF TRUST
+$273.2K
759
建仓
TECX
TECTONIC THERAPEUTIC INC
+$272.1K
13,046
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$270.2K
5,805
清仓
NVAX
NOVAVAX INC
-$269.2K
0
-100%
清仓
CRWV
COREWEAVE INC
-$267.4K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$267.0K
0
-100%
建仓
BBNX
BETA BIONICS INC
+$266.0K
8,729
清仓
OSCR
OSCAR HEALTH INC
-$265.9K
0
-100%
建仓
NEM
NEWMONT CORP
+$260.8K
2,612
建仓
ABBV
ABBVIE INC
+$260.6K
1,140
增持
DSGN
DESIGN THERAPEUTICS INC
+$258.6K
69,377
+33%
建仓
GS
GOLDMAN SACHS GROUP INC
+$255.3K
290
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$250.0K
0
-100%
增持
ERAS
ERASCA INC
+$247.0K
139,385
+12%
清仓
REZI
RESIDEO TECHNOLOGIES INC
-$239.5K
0
-100%
建仓
FDX
FEDEX CORP
+$234.0K
810
建仓
ABNB
AIRBNB INC
+$227.3K
1,675
清仓
SCI
SERVICE CORP INTL
-$223.3K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$216.0K
1,164
减持
PRME
PRIME MEDICINE INC
-$215.8K
85,539
-8%
建仓
COR
CENCORA INC
+$215.1K
637
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$214.0K
10,419
-1%
建仓
SYK
STRYKER CORPORATION
+$212.4K
604
增持
XMTR
XOMETRY INC
+$207.3K
16,117
+17%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$203.8K
6,340
+20%
建仓
NVS
NOVARTIS AG
+$203.7K
1,477
建仓
FOX
FOX CORP
+$203.4K
3,132
建仓
MMM
3M CO
+$203.3K
1,270
建仓
ECL
ECOLAB INC
+$203.2K
774
建仓
EXE
EXPAND ENERGY CORPORATION
+$200.9K
1,820
建仓
ACIC
AMERICAN COASTAL INS CORP
+$197.2K
15,613
建仓
ORGO
ORGANOGENESIS HLDGS INC
+$197.1K
38,051
建仓
—
WAVE LIFE SCIENCES LTD
+$193.1K
11,356
增持
—
EXXON MOBIL CORP
+$189.9K
5,434
+0%
增持
ACHR
ARCHER AVIATION INC
-$182.6K
118,227
+6%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$177.7K
3,655
+1%
减持
BALT
INNOVATOR ETFS TRUST
+$175.7K
41,588
-35%
增持
MRK
MERCK & CO INC
+$168.5K
4,596
+5%
减持
SEER
SEER INC
-$156.1K
67,647
-48%
减持
META
META PLATFORMS INC
+$153.9K
4,223
-0%
减持
SPGI
S&P GLOBAL INC
+$151.6K
2,482
-0%
建仓
VYGR
VOYAGER THERAPEUTICS INC
+$151.3K
38,487
增持
XGN
EXAGEN INC
-$150.0K
43,345
+15%
减持
JOET
VIRTUS ETF TR II
-$148.4K
29,406
-9%
增持
—
PHARVARIS N V
+$144.9K
20,182
+21%
增持
MDB
MONGODB INC
+$135.1K
995
+9%
清仓
TMCI
TREACE MED CONCEPTS INC
-$134.3K
0
-100%
增持
—
MIND MEDICINE MINDMED INC
+$134.0K
39,002
+18%
