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Palumbo Wealth Management LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.1亿

申报季度: 2026-03-31 · 持股只数: 221

Palumbo Wealth Management LLC在最新一期 13F 报告中披露了 221 项持股，申报期为 2026-03-31，总持股市值约为 US$4.1亿，季度换手率为 22.4%。

机构性格雪花图

集中度
9.37
持仓稳定性
22.37
动能／逆势
100
行业集中度
47.76
多样化
100
仓位均衡度
79.51

近期动向

  • 加仓 SHY

    +825.1%　US$516.9万

  • 加仓 JPM

    +141.7%　US$494.2万

  • 加仓 BW

    +22.7%　US$347.9万

  • 加仓 DBC

    -0.0%　US$319.8万

  • 加仓 UBER

    +1098.8%　US$232.7万

  • 加仓 IBIT

    +149.1%　US$233.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长7.68%-0.36%+1.19%
2GOOGLAlphabet Inc-cl A股票-通信服务5.21%-0.38%+2.63%
3GLDSpdr Gold SharesETF-避险与商品4.52%+0.26%-1.18%
4AAPLApple INC股票-科技4.29%—+5.97%
5AMZNAmazon.com INC股票-周期性消费4.15%-0.50%+0.07%
6JPSTJpmorgan Ultra-short IncomeETF-其他3.98%+0.11%+3.90%
7DBCInvesco Db Commodity Index TETF-避险与商品3.43%+0.75%-0.01%
8NVDANvidia CORP股票-科技2.79%+0.18%+15.57%
9JPMJpmorgan Chase & Co股票-金融2.21%+1.20%+141.71%
10MSFTMicrosoft CORP股票-科技2.12%-0.54%+4.87%
11WMWaste Management INC股票-工业2.09%—+0.20%
12PHYSSprott Physical Gold Trust股票-其他1.76%—-0.22%
13BRK-BBerkshire Hathaway Inc-cl B股票-其他1.73%—+6.62%
14COSTCostco Wholesale CORP股票-非周期性消费1.68%+0.24%+1.90%
15IJRIshares Core S&p Small-cap EETF-中小型股1.62%—-3.62%
16QQQInvesco Qqq Trust Series 1ETF-科技型1.53%-0.27%-8.51%
17MINTPimco Enhanced Short MaturitETF-其他1.47%+0.14%+11.35%
18SHYIshares 1-3 Year Treasury BoETF-政府公债1.41%+1.25%+825.10%
19HELOJpmorgan Hedged Equity ETFETF-其他1.41%—+7.90%
20ETREntergy CORP股票-公用事业1.40%+0.28%+3.42%
21BWBabcock & Wilcox Enterpr股票-其他1.31%+0.84%+22.73%
22JNJJohnson & Johnson股票-医疗保健1.21%+0.22%+4.96%
23VVisa Inc-class A Shares股票-金融1.20%-0.31%-7.23%
24IBITIshares Bitcoin Trust ETFETF-加密货币1.18%+0.56%+149.07%
25DGXQuest Diagnostics INC股票-医疗保健1.16%—-6.02%
26MRVLMarvell Technology INC股票-科技0.91%+0.12%+0.28%
27GOOGAlphabet Inc-cl C股票-通信服务0.89%—-1.67%
28AMDAdvanced Micro Devices股票-科技0.81%—+1.71%
29MCDMcdonald's CORP股票-周期性消费0.74%—-11.90%
30METAMeta Platforms Inc-class A股票-通信服务0.74%—+25.86%
31BEBloom Energy Corp- A股票-工业0.72%+0.26%+1.55%
32NKENike INC -cl B股票-周期性消费0.69%-0.21%-5.96%
33NPCENeuropace INC股票-其他0.68%-0.14%-1.73%
34XHBSs Spdr S&p Homebldrs ETFETF-其他0.67%——
35CRMSalesforce INC股票-科技0.66%-0.16%+14.18%
36UBERUber Technologies INC股票-工业0.63%+0.57%+1098.83%
37WSMWilliams-sonoma INC股票-周期性消费0.61%-0.54%-47.48%
38IBMIntl Business Machines CORP股票-科技0.60%-0.16%-2.75%
39ITWIllinois Tool Works股票-工业0.60%—-10.54%
40BACBank Of America CORP股票-金融0.59%—-3.06%
41TMOThermo Fisher Scientific INC股票-医疗保健0.56%-0.24%-17.11%
42TSCOTractor Supply Company股票-周期性消费0.50%-0.18%-18.03%
43OEFIshares S&p 100 ETFETF-其他0.50%—-1.54%
44MSCIMsci INC股票-金融0.47%-0.16%-18.76%
45AAPAdvance Auto Parts INC股票-周期性消费0.47%—-9.79%
46CATCaterpillar INC股票-工业0.46%—+0.04%
47MSTBLha Market State TacticalETF-其他0.43%—-1.33%
48XLVSs Health Care Select SectorETF-其他0.41%—-4.10%
49CRWDCrowdstrike Holdings INC - A股票-科技0.39%—+13.28%
50OXYOccidental Petroleum CORP股票-能源0.38%—-5.93%
1–50 of 221

本季持股变动

Palumbo Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 清仓: Grayscale Bitcoin Trust ETF (GBTC); 清仓: Lennar Corp-a (LEN); 新建仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Novavax INC (NVAX); 清仓: Cidara Therapeutics INC (CDTX).

Palumbo Wealth Management LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SHYIshares 1-3 Year Treasury Bo+1.3%+825.10%加仓
2JPMJpmorgan Chase & Co+1.2%+141.71%加仓
3BWBabcock & Wilcox Enterpr+0.8%+22.73%加仓
4DBCInvesco Db Commodity Index T+0.8%-0.01%减仓
5UBERUber Technologies INC+0.6%+1098.83%加仓
6IBITIshares Bitcoin Trust ETF+0.6%+149.07%加仓
7ETREntergy CORP+0.3%+3.42%加仓
8GLDSpdr Gold Shares+0.3%-1.18%减仓
9BEBloom Energy Corp- A+0.3%+1.55%加仓
10COSTCostco Wholesale CORP+0.2%+1.90%加仓
11JNJJohnson & Johnson+0.2%+4.96%加仓
12NVDANvidia CORP+0.2%+15.57%加仓
13MINTPimco Enhanced Short Maturit+0.1%+11.35%加仓
14MRVLMarvell Technology INC+0.1%+0.28%加仓
15JPSTJpmorgan Ultra-short Income+0.1%+3.90%加仓
16NPCENeuropace INC-0.1%-1.73%减仓
17BALTInn Defined Wealth Shield-0.2%-43.55%减仓
18CRMSalesforce INC-0.2%+14.18%加仓
19IBMIntl Business Machines CORP-0.2%-2.75%减仓
20MSCIMsci INC-0.2%-18.76%减仓
21MNDYmonday.com Ltd.-0.2%-10.11%减仓
22ASMBAssembly Biosciences INC-0.2%-47.34%减仓
23TSCOTractor Supply Company-0.2%-18.03%减仓
24EBSEmergent Biosolutions INC-0.2%-31.47%减仓
25NKENike INC -cl B-0.2%-5.96%减仓
26BSXBoston Scientific CORP-0.2%-7.74%减仓
27ACNAccenture plc-0.2%-18.21%减仓
28TMOThermo Fisher Scientific INC-0.2%-17.11%减仓
29NUVBNuvation Bio INC-0.3%-38.35%减仓
30QQQInvesco Qqq Trust Series 1-0.3%-8.51%减仓
31VVisa Inc-class A Shares-0.3%-7.23%减仓
32SPYSs Spdr S&p 500 ETF Trust-us-0.4%+1.19%加仓
33GOOGLAlphabet Inc-cl A-0.4%+2.63%加仓
34AMZNAmazon.com INC-0.5%+0.07%加仓
35WSMWilliams-sonoma INC-0.5%-47.48%减仓
36MSFTMicrosoft CORP-0.5%+4.87%加仓
37GBTCGrayscale Bitcoin Trust ETF—EXIT清仓
38LENLennar Corp-a—EXIT清仓
39RSPInvesco S&p 500 Equal Weight—NEW新建仓
40NVAXNovavax INC—NEW新建仓
41CDTXCidara Therapeutics INC—EXIT清仓
42DFTXDefinium Therapeutics INC—NEW新建仓
43EVMNEvommune INC—NEW新建仓
44ETHEGrayscale Ethereum Staking E—EXIT清仓
45JOBYJoby Aviation, Inc.—NEW新建仓
46KODKodiak Sciences INC—NEW新建仓
47ANIKAnika Therapeutics INC—NEW新建仓
48MLMMartin Marietta Materials—NEW新建仓
49BRD1EURMind Medicine Mindmed INC—EXIT清仓
50ERASErasca INC—EXIT清仓

FAQ

Palumbo Wealth Management LLC 是什么机构？属于哪种投资人类型？
Palumbo Wealth Management LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.1亿，分布在 221 个已申报仓位之中。
Palumbo Wealth Management LLC 目前前几大持股有哪些？
根据最新 13F 申报，Palumbo Wealth Management LLC 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3146.3万 (7.7%) 2. Alphabet Inc-cl A (GOOGL) — US$2136.1万 (5.2%) 3. Spdr Gold Shares (GLD) — US$1853.0万 (4.5%) 4. Apple INC (AAPL) — US$1757.7万 (4.3%) 5. Amazon.com INC (AMZN) — US$1701.9万 (4.2%)
Palumbo Wealth Management LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Palumbo Wealth Management LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 18 个既有持股、减仓 18 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：清仓: Grayscale Bitcoin Trust ETF (GBTC); 清仓: Lennar Corp-a (LEN); 新建仓: Invesco S&p 500 Equal Weight (RSP); 新建仓: Novavax INC (NVAX); 清仓: Cidara Therapeutics INC (CDTX)
Palumbo Wealth Management LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Palumbo Wealth Management LLC 的主要板块分布如下： • Information Technology: 28.3% • Consumer Discretionary: 15.2% • Communication Services: 12.9% • Financials: 12.6% • Industrials: 11.4% • Health Care: 8.3%