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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 51
减持 54
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
SHY
ISHARES TR
+$5.2M
70,215
+825%
增持
JPM
JPMORGAN CHASE & CO
+$4.9M
30,726
+142%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$4.6M
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
BW
BABCOCK & WILCOX ENTERPRISES
+$3.5M
365,331
+23%
减持
DBC
INVESCO DB COMMDY INDX TRCK
+$3.2M
485,513
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.3M
126,068
+149%
增持
UBER
UBER TECHNOLOGIES INC
+$2.3M
35,737
+1099%
减持
WSM
WILLIAMS SONOMA INC
-$2.2M
13,676
-47%
增持
MSFT
MICROSOFT CORP
-$2.1M
23,418
+5%
增持
AMZN
AMAZON COM INC
-$1.8M
81,716
+0%
清仓
LEN
LENNAR CORP
-$1.3M
0
-100%
增持
GOOGL
ALPHABET INC
-$1.3M
74,283
+3%
减持
GLD
SPDR GOLD TR
+$1.3M
43,064
-1%
减持
V
VISA INC
-$1.2M
16,240
-7%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
6,208
增持
ETR
ENTERGY CORP NEW
+$1.2M
50,990
+3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
48,380
+1%
增持
BE
BLOOM ENERGY CORP
+$1.1M
21,748
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.0M
6,905
+2%
减持
NUVB
NUVATION BIO INC
-$1.0M
100,963
-38%
减持
QQQ
INVESCO QQQ TR
-$1.0M
10,876
-9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$961.5K
4,632
-17%
增持
JNJ
JOHNSON & JOHNSON
+$959.4K
20,295
+5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$884.9K
23,362
-8%
减持
—
ACCENTURE PLC IRELAND
-$865.4K
6,670
-18%
增持
NVDA
NVIDIA CORPORATION
+$854.4K
65,618
+16%
减持
NKE
NIKE INC
-$801.0K
53,655
-6%
减持
EBS
EMERGENT BIOSOLUTIONS INC
-$781.4K
80,264
-31%
建仓
NVAX
NOVAVAX INC
+$749.8K
92,111
减持
—
MONDAY COM LTD
-$735.4K
7,738
-10%
清仓
—
CIDARA THERAPEUTICS INC
-$725.2K
0
-100%
减持
ASMB
ASSEMBLY BIOSCIENCES INC
-$723.6K
19,643
-47%
建仓
DFTX
DEFINIUM THERAPEUTICS INC
+$717.6K
37,966
减持
TSCO
TRACTOR SUPPLY CO
-$711.7K
45,306
-18%
建仓
EVMN
EVOMMUNE INC
+$688.1K
29,931
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$684.7K
0
-100%
增持
CRM
SALESFORCE INC
-$653.2K
14,406
+14%
建仓
JOBY
JOBY AVIATION INC
+$641.9K
77,710
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$630.4K
10,132
-3%
增持
MINT
PIMCO ETF TR
+$624.7K
59,726
+11%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$618.9K
322,375
+4%
减持
BALT
INNOVATOR ETFS TRUST
-$607.9K
23,478
-44%
减持
MSCI
MSCI INC
-$603.1K
3,607
-19%
建仓
KOD
KODIAK SCIENCES INC
+$583.4K
15,304
建仓
ANIK
ANIKA THERAPEUTICS INC
+$571.7K
39,426
建仓
MLM
MARTIN MARIETTA MATLS INC
+$544.7K
925
减持
NPCE
NEUROPACE INC
-$539.2K
210,469
-2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$538.9K
37,662
+0%
清仓
—
MIND MEDICINE MINDMED INC
-$522.2K
0
-100%
清仓
ERAS
ERASCA INC
-$518.5K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
+$513.6K
24,125
-6%
建仓
IMMX
IMMIX BIOPHARMA INC
+$503.2K
55,232
减持
PHYS
SPROTT ASSET MANAGEMENT LP
+$478.7K
203,862
-0%
建仓
ETHA
ISHARES ETHEREUM TR
+$458.2K
28,945
增持
NOW
SERVICENOW INC
-$434.4K
10,075
+4%
减持
GOOG
ALPHABET INC
-$408.8K
12,665
-2%
减持
BAC
BANK AMERICA CORP
-$396.9K
49,707
-3%
增持
WM
WASTE MGMT INC DEL
+$392.2K
37,289
+0%
减持
SIBN
SI BONE INC
-$378.6K
35,532
-15%
建仓
—
OCULIS HOLDING AG
+$364.6K
13,711
增持
CAT
CATERPILLAR INC
+$362.3K
2,669
+0%
减持
MCD
MCDONALDS CORP
-$354.3K
9,805
-12%
减持
AAP
ADVANCE AUTO PARTS INC
+$332.5K
36,194
-10%
减持
AMAT
APPLIED MATLS INC
+$330.4K
4,430
-4%
减持
SANA
SANA BIOTECHNOLOGY INC
-$324.0K
58,459
-52%
减持
TSHA
TAYSHA GENE THERAPIES INC
-$323.2K
146,709
-18%
清仓
RXST
RXSIGHT INC
-$320.8K
0
-100%
减持
IMRX
IMMUNEERING CORP
-$317.9K
18,670
-70%
清仓
TEAM
ATLASSIAN CORPORATION
-$314.7K
0
-100%
清仓
BWAY
BRAINSWAY LTD
-$310.4K
0
-100%
减持
ACHR
ARCHER AVIATION INC
-$309.6K
112,080
-5%
建仓
GLW
CORNING INC
+$308.0K
2,265
增持
VLO
VALERO ENERGY CORP
+$304.2K
3,522
+1%
增持
—
EXXON MOBIL CORP
+$277.4K
5,489
+1%
减持
DGX
QUEST DIAGNOSTICS INC
+$275.5K
24,302
-6%
清仓
TECX
TECTONIC THERAPEUTIC INC
-$272.1K
0
-100%
清仓
BBNX
BETA BIONICS INC
-$266.0K
0
-100%
清仓
XGN
EXAGEN INC
-$263.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$257.6K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$254.2K
4,005
+6%
增持
META
META PLATFORMS INC
+$253.4K
5,315
+26%
减持
DNTH
DIANTHUS THERAPEUTICS INC
+$252.6K
10,360
-31%
减持
SPGI
S&P GLOBAL INC
-$252.4K
2,456
-1%
建仓
IWF
ISHARES TR
+$238.8K
560
增持
XMTR
XOMETRY INC
-$231.5K
17,800
+10%
减持
CDNA
CAREDX INC
-$230.0K
36,410
-20%
减持
ABT
ABBOTT LABORATORIES
-$229.8K
6,198
-10%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$226.0K
669
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$220.8K
6,503
减持
OKLO
OKLO INC
-$217.8K
5,168
-22%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$215.5K
1,473
清仓
SYK
STRYKER CORPORATION
-$212.4K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$212.0K
1,700
+3%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$211.7K
90,331
+8%
减持
SNDX
SYNDAX PHARMACEUTICALS INC
-$210.6K
37,183
-28%
增持
GEV
GE VERNOVA INC
+$209.9K
602
+25%
建仓
BITB
BITWISE BITCOIN ETF TR
+$208.9K
5,676
清仓
SSUS
STRATEGY SHS
-$208.0K
0
-100%
建仓
FCX
FREEPORT MCMORAN INC
+$207.8K
3,535
建仓
ADI
ANALOG DEVICES INC
+$206.2K
648
减持
IDYA
IDEAYA BIOSCIENCES INC
-$206.2K
22,888
-18%
建仓
BTI
BRITISH AMERN TOB PLC
+$203.8K
3,486
清仓
FOX
FOX CORP
-$203.4K
0
-100%
清仓
MMM
3M CO
-$203.3K
0
-100%
清仓
CRVS
CORVUS PHARMACEUTICALS INC
-$202.2K
0
-100%
增持
WDAY
WORKDAY INC
-$201.5K
3,243
+12%
清仓
EXE
EXPAND ENERGY CORPORATION
-$200.9K
0
-100%
建仓
TEM
TEMPUS AI INC
+$200.6K
4,436
建仓
LNT
ALLIANT ENERGY CORP
+$200.6K
2,795
减持
XNCR
XENCOR INC
-$200.0K
17,806
-34%
减持
OEF
ISHARES TR
-$194.0K
6,412
-2%
清仓
—
WAVE LIFE SCIENCES LTD
-$193.1K
0
-100%
增持
AAPL
APPLE INC
-$190.1K
69,259
+6%
增持
PMAY
INNOVATOR ETFS TRUST
+$187.9K
22,880
+25%
减持
OFIX
ORTHOFIX MED INC
-$187.4K
40,373
-6%
减持
ADBE
ADOBE INC
-$185.9K
1,441
-6%
增持
NET
CLOUDFLARE INC
+$184.5K
4,609
+19%
增持
NAUT
NAUTILUS BIOTECHNOLOGY INC
+$172.9K
65,231
+59%
减持
XLV
SELECT SECTOR SPDR TR
-$170.1K
11,481
-4%
增持
SNOW
SNOWFLAKE INC
-$165.7K
3,343
+9%
减持
BX
BLACKSTONE INC
-$160.9K
3,737
-2%
减持
XLE
SELECT SECTOR SPDR TR
+$159.8K
9,898
-1%
增持
—
EATON CORP PLC
+$147.7K
3,267
+2%
增持
—
LINDE PLC
+$141.9K
1,079
+17%
减持
ITW
ILLINOIS TOOL WKS INC
-$141.5K
9,433
-11%
增持
HON
HONEYWELL INTL INC
+$129.5K
3,325
+4%
增持
NEE
NEXTERA ENERGY INC
+$126.7K
7,049
+7%
增持
TSLA
TESLA INC
-$124.9K
2,721
+8%
减持
WCN
WASTE CONNECTIONS INC
-$123.2K
6,075
-4%
清仓
NOK
NOKIA CORP
-$117.4K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$116.4K
9,474
-9%
增持
AMD
ADVANCED MICRO DEVICES INC
-$115.8K
16,244
+2%
增持
GTLB
GITLAB INC
-$115.3K
12,657
+22%
减持
JOET
VIRTUS ETF TR II
-$115.1K
27,976
-5%
减持
BFLY
BUTTERFLY NETWORK INC
-$114.9K
360,328
-13%
增持
NTNX
NUTANIX INC
-$114.7K
10,945
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$114.4K
14,758
+7%
增持
QS
QUANTUMSCAPE CORP
-$112.9K
46,428
+18%
增持
MDB
MONGODB INC
-$112.1K
1,248
+25%
建仓
TRAW
TRAWS PHARMA INC
+$112.0K
61,175
减持
XLP
SELECT SECTOR SPDR TR
-$111.1K
5,078
-25%
减持
NKTR
NEKTAR THERAPEUTICS
+$109.8K
10,173
-31%
增持
DSGN
DESIGN THERAPEUTICS INC
+$109.0K
71,408
+3%
增持
SGHT
SIGHT SCIENCES INC
-$105.9K
49,930
+35%
增持
LLY
ELI LILLY & CO
-$104.2K
1,099
+6%
建仓
AP
AMPCO-PITTSBURG CORP
+$102.4K
15,233
增持
WMT
WALMART INC
+$101.4K
7,390
+1%
增持
MRK
MERCK & CO INC
+$100.8K
4,860
+6%
减持
MSTB
ETF SER SOLUTIONS
-$99.4K
46,077
-1%
减持
BEAM
BEAM THERAPEUTICS INC
-$95.5K
22,348
-1%
