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Palacios Wealth Management, LLC

报告期 2026-03-31 · CIK 0002053829

持仓数

75

前50大市值合计

$152.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$46.9M

235,051

30.7%

AVGO BROADCOM INC

COM

$10.2M

24,428

6.7%

AAPL APPLE INC

COM

$7.9M

29,238

5.2%

QQQI NEOS ETF TRUST

NASDAQ 100 HIGH

$7.6M

140,337

5.0%

AMZN AMAZON COM INC

COM

$7.3M

27,529

4.8%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$5.7M

109,093

3.7%

GOOGL ALPHABET INC

CAP STK CL A

$5.1M

13,297

3.3%

META META PLATFORMS INC

CL A

$4.9M

7,952

3.2%

AMD ADVANCED MICRO DEVICES INC

COM

$4.2M

11,915

2.8%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$4.0M

67,374

2.6%

CRWD CROWDSTRIKE HLDGS INC

CL A

$4.0M

8,902

2.6%

GOOG ALPHABET INC

CAP STK CL C

$3.8M

9,940

2.5%

IWMI NEOS ETF TRUST

RUSSELL 2000 HIG

$3.0M

58,477

2.0%

RYLD GLOBAL X FDS

RUSSELL 2000

$2.5M

161,689

1.6%

JPM JPMORGAN CHASE & CO

COM

$2.4M

7,769

1.6%

MSFT MICROSOFT CORP

COM

$2.4M

5,862

1.6%

TSLA TESLA INC

COM

$2.3M

6,031

1.5%

UBER UBER TECHNOLOGIES INC

COM

$2.2M

29,805

1.5%

AMGN AMGEN INC

COM

$1.8M

5,271

1.2%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.8M

13,052

1.2%

ORCL ORACLE CORP

COM

$1.4M

8,705

0.9%

ABBV ABBVIE INC

COM

$1.4M

6,562

0.9%

FTEC FIDELITY COVINGTON TRUST

MSCI INFO TECH I

$1.4M

5,618

0.9%

BAC BANK AMERICA CORP

COM

$1.3M

23,928

0.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$1.1M

1,681

0.7%

QCOM QUALCOMM INC

COM

$1.1M

6,048

0.7%

CAIE CALAMOS ETF TR

AUTOCALLABLE INC

$1.0M

37,342

0.7%

IBM INTERNATIONAL BUSINESS MACHS

COM

$950.6K

4,116

0.6%

MS MORGAN STANLEY

COM NEW

$913.7K

4,794

0.6%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$870.7K

1,318

0.6%

LLY ELI LILLY & CO

COM

$767.3K

821

0.5%

WMT WALMART INC

COM

$692.9K

5,252

0.5%

ASTS AST SPACEMOBILE INC

COM CL A

$656.5K

8,884

0.4%

C CITIGROUP INC

COM NEW

$639.0K

4,993

0.4%

VZ VERIZON COMMUNICATIONS INC

COM

$633.9K

13,199

0.4%

MU MICRON TECHNOLOGY INC

COM

$632.0K

1,222

0.4%

MDB MONGODB INC

CL A

$618.3K

2,465

0.4%

— NEBIUS GROUP N.V.

SHS CLASS A

$614.6K

4,446

0.4%

GS GOLDMAN SACHS GROUP INC

COM

$601.5K

651

0.4%

ARCC ARES CAPITAL CORP

COM

$579.1K

30,224

0.4%

CRM SALESFORCE INC

COM

$574.6K

3,255

0.4%

T AT&T INC

COM

$559.3K

21,405

0.4%

PFE PFIZER INC

COM

$549.0K

20,562

0.4%

SCHW SCHWAB CHARLES CORP

COM

$496.3K

5,416

0.3%

TWLO TWILIO INC

CL A

$495.6K

3,347

0.3%

CSCO CISCO SYS INC

COM

$490.9K

5,365

0.3%

— EXXON MOBIL CORP

COM

$484.6K

3,140

0.3%

PPL PPL CORP

COM

$477.1K

12,743

0.3%

GE GE AEROSPACE

COM NEW

$419.2K

1,446

0.3%

QYLD GLOBAL X FDS

NASDAQ 100 COVER

$412.6K

22,945

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

56%前 6 大占比

NVDA30.7%AVGO6.7%AAPL5.2%QQQI5.0%AMZN4.8%SPYI3.7%

Palacios Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心