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Palumbo Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Palumbo Wealth Management LLC

No.4394 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.73亿
环比变动 Q1 2026
+$6,293.3万+15.4%
持仓股票数
237
新买入
30
加仓
100
减仓
93
清仓
14
持股不变
14
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
7.62%7.68%$3,600.0万4.8万股$3,146.3万4.8万股-173股-0.36%减仓
谷歌AGOOGL
5.62%5.21%$2,654.8万7.4万股$2,136.1万7.4万股+5股+0.01%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
4.28%3.98%$2,021.6万40.0万股$1,631.5万32.2万股+7.7万股+24.01%加仓
苹果AAPL
4.25%4.29%$2,009.1万6.9万股$1,757.7万6.9万股+173股+0.25%加仓
亚马逊AMZN
4.09%4.15%$1,935.5万8.1万股$1,701.9万8.2万股-509股-0.62%减仓
SSPDR黄金信托GLD
3.3%4.52%$1,561.2万4.2万股$1,853.0万4.3万股-684股-1.59%减仓
英伟达NVDA
2.77%2.79%$1,307.4万6.5万股$1,144.4万6.6万股-278股-0.42%减仓
IINVESCO DB COMMODITY INDEX TRACKING FUNDDBC
2.68%3.43%$1,268.5万47.6万股$1,405.6万48.6万股-9,703股-2.00%减仓
微软MSFT
2.63%2.12%$1,243.5万3.3万股$866.9万2.3万股+9,917股+42.35%加仓
迈威尔MRVL
2.37%0.91%$1,121.0万3.8万股$373.0万3.8万股-30股-0.08%减仓
摩根大通JPM
2.12%2.21%$1,004.3万3.1万股$903.8万3.1万股-44股-0.14%减仓
AMD超威AMD
2%0.81%$947.8万1.6万股$330.5万1.6万股+71股+0.44%加仓
PPIMCO太平洋投资管理ETFMINT
1.95%1.47%$924.1万9.2万股$600.7万6.0万股+3.2万股+53.47%加仓
I景顺QQQ信托VOO
1.73%1.53%$818.6万1.1万股$627.8万1.1万股+240股+2.21%加仓
WASTE MGMT DELWM
1.69%2.09%$800.7万3.6万股$856.9万3.7万股-1,363股-3.66%减仓
IiShares安硕·COREIJR
1.65%1.62%$781.9万5.3万股$663.6万5.3万股-656股-1.23%减仓
伯克希尔哈撒韦BRK.B
1.57%1.73%$741.5万1.5万股$707.2万1.5万股+61股+0.41%加仓
好市多COST
1.34%1.68%$634.9万6,787股$688.1万6,905股-118股-1.71%减仓
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
1.32%1.41%$623.6万9.2万股$577.3万9.0万股+1,943股+2.15%加仓
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
1.29%1.76%$608.0万20.2万股$722.5万20.4万股-2,335股-1.15%减仓
EntergyETR
1.23%1.4%$580.1万5.1万股$572.9万5.1万股-483股-0.95%减仓
VisaV
1.16%1.2%$548.3万1.6万股$490.8万1.6万股-260股-1.60%减仓
Bloom EnergyBE
1.13%0.72%$534.2万1.8万股$294.7万2.2万股-4,099股-18.85%减仓
强生JNJ
1.08%1.21%$508.9万2.0万股$496.1万2.0万股-257股-1.27%减仓
奎斯特诊断DGX
1.06%1.16%$502.9万2.4万股$476.3万2.4万股-575股-2.37%减仓
BUTTERFLY NETWORKBFLY
0.96%0.36%$451.7万53.6万股$145.6万36.0万股+17.6万股+48.88%加仓
AAlphabet Inc Class CGOOG
0.96%0.89%$451.7万1.3万股$363.3万1.3万股+118股+0.93%加仓
IiShares比特币ETFIBIT
0.88%1.18%$414.1万12.4万股$484.4万12.6万股-1,663股-1.32%减仓
NEUROPACE COMNPCE
0.7%0.68%$332.4万20.9万股$276.8万21.0万股-1,270股-0.60%减仓
SSPDR道富系列信托XHB
0.68%0.67%$320.0万2.8万股$273.3万2.8万股00.00%持仓不变
应用材料AMAT
0.67%0.37%$316.5万4,377股$151.4万4,430股-53股-1.20%减仓
优步UBER
0.66%0.63%$311.0万4.3万股$257.1万3.6万股+7,363股+20.60%加仓
CrowdStrikeCRWD
0.66%0.39%$309.8万4,060股$158.8万4,068股-8股-0.20%减仓
Meta平台META
0.61%0.74%$290.1万5,151股$304.1万5,315股-164股-3.09%减仓
卡特彼勒CAT
0.61%0.46%$288.2万2,706股$189.1万2,669股+37股+1.39%加仓
IIBMIBM
0.6%0.6%$281.9万1.0万股$245.6万1.0万股-108股-1.07%减仓
CCARLSMEDCARL
0.59%$277.5万26.7万股$00股+26.7万股新买入
BBANK OF AMERBAC
0.58%0.59%$275.1万4.8万股$242.3万5.0万股-1,420股-2.86%减仓
麦当劳MCD
0.54%0.74%$254.9万9,429股$304.7万9,805股-376股-3.83%减仓
ILLINOIS TOOLITW
0.53%0.6%$251.1万9,284股$245.5万9,433股-149股-1.58%减仓
CCAREDXCDNA
0.5%0.15%$236.4万8.3万股$63.2万3.6万股+4.7万股+127.81%加仓
IiShares安硕·S&P 100 ETFIWO
0.5%0.5%$234.6万6,412股$203.9万6,412股00.00%持仓不变
T赛默飞世尔TMO
0.48%0.56%$228.5万4,558股$227.7万4,632股-74股-1.60%减仓
ADVANCE AUTO PARTSAAP
0.47%0.47%$223.2万3.6万股$190.9万3.6万股-316股-0.87%减仓
赛富时CRM
0.45%0.66%$214.9万1.4万股$268.9万1.4万股-688股-4.78%减仓
AABSCI CORPORATION COMABSI
0.45%$212.3万18.3万股$00股+18.3万股新买入
明晟MSCI
0.42%0.47%$196.4万3,507股$194.4万3,607股-100股-2.77%减仓
LLHA MARKET STATE TACTICAL BETA ETFMSTB
0.41%0.43%$195.5万4.6万股$176.5万4.6万股-499股-1.08%减仓
BBABCOCK & WILCOX ENTERPRISESBW
0.4%1.31%$188.8万13.4万股$536.7万36.5万股-23.1万股-63.34%减仓
V先锋领航指数基金VOO
0.39%0.25%$185.4万2,700股$104.5万1,748股+952股+54.46%加仓

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