Palacios Wealth Management, LLC

行业集中型趋势追踪型高品质投资策略

申报总市值

US$1.6亿

申报季度: 2026-03-31 · 持股只数: 75

Palacios Wealth Management, LLC在最新一期 13F 报告中披露了 75 项持股，申报期为 2026-03-31，总持股市值约为 US$1.6亿，季度换手率为 25.2%。

机构性格雪花图

集中度: 42.13
持仓稳定性: 25.19
动能／逆势: 100
行业集中度: 100
多样化: 100
仓位均衡度: 73.55

近期动向

减仓 NVDA
+5.6%　US$539.6万
加仓 QQQI
+96.7%　US$375.7万
加仓 SPYI
+106.2%　US$293.7万
加仓 IWMI
+349.8%　US$235.1万
减仓 AAPL
+5.4%　US$38.9万
加仓 AMD
+7.0%　US$183.8万

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
1	NVDA	Nvidia CORP	股票-科技	29.35%	-2.43%	+5.60%
2	AVGO	Broadcom INC	股票-科技	6.38%	+0.56%	+11.30%
3	AAPL	Apple INC	股票-科技	4.96%	-0.82%	+5.35%
4	QQQI	Neos Nasdaq-100 High INC ETF	ETF-科技型	4.75%	+1.81%	+96.70%
5	AMZN	Amazon.com INC	股票-周期性消费	4.57%	+0.55%	+21.12%
6	SPYI	Neos S&p 500 High Income ETF	ETF-大型股与成长	3.58%	+1.45%	+106.19%
7	GOOGL	Alphabet Inc-cl A	股票-通信服务	3.20%	+0.12%	+3.46%
8	META	Meta Platforms Inc-class A	股票-通信服务	3.04%	-0.27%	+21.37%
9	AMD	Advanced Micro Devices	股票-科技	2.64%	+0.81%	+6.98%
10	JEPQ	JPM Nasdaq Equity Premium	ETF-科技型	2.50%	-0.24%	+9.43%
11	CRWD	Crowdstrike Holdings INC - A	股票-科技	2.48%	-0.46%	+8.79%
12	GOOG	Alphabet Inc-cl C	股票-通信服务	2.38%	+0.47%	+25.11%
13	IWMI	Neos Russell 2000 High INC	ETF-中小型股	1.87%	+1.39%	+349.79%
14	RYLD	Global X Russell 2000 Cov Cl	ETF-中小型股	1.56%	+0.04%	+24.41%
15	JPM	Jpmorgan Chase & Co	股票-金融	1.52%	—	+3.32%
16	MSFT	Microsoft CORP	股票-科技	1.50%	—	+15.62%
17	TSLA	Tesla INC	股票-周期性消费	1.44%	-0.46%	+9.18%
18	UBER	Uber Technologies INC	股票-工业	1.39%	-0.13%	+22.33%
19	AMGN	Amgen INC	股票-医疗保健	1.14%	-0.16%	+1.35%
20	PLTR	Palantir Technologies Inc-a	股票-科技	1.14%	-0.39%	+16.12%
21	ORCL	Oracle CORP	股票-科技	0.88%	-0.44%	-1.76%
22	ABBV	Abbvie INC	股票-医疗保健	0.87%	-0.37%	-7.66%
23	FTEC	Fidelity Msci Info Tech Indx	ETF-科技型	0.87%	+0.24%	+53.62%
24	BAC	Bank Of America CORP	股票-金融	0.80%	-0.28%	-6.66%
25	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.70%	+0.03%	+18.05%
26	QCOM	Qualcomm INC	股票-科技	0.68%	—	-6.72%
27	CAIE	Calamos Autocallable INC ETF	ETF-其他	0.64%	+0.64%	NEW
28	IBM	Intl Business Machines CORP	股票-科技	0.59%	-0.26%	+9.44%
29	MS	Morgan Stanley	股票-金融	0.57%	—	-5.72%
30	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	0.54%	+0.18%	+74.57%
31	LLY	Eli Lilly & Co	股票-医疗保健	0.48%	—	+17.79%
32	WMT	Walmart INC	股票-非周期性消费	0.43%	—	-16.86%
33	ASTS	Ast Spacemobile INC	股票-科技	0.41%	+0.19%	+126.29%
34	C	Citigroup INC	股票-金融	0.40%	—	+12.20%
35	VZ	Verizon Communications INC	股票-通信服务	0.40%	+0.05%	+16.43%
36	MU	Micron Technology INC	股票-科技	0.40%	+0.19%	+29.86%
37	MDB	Mongodb INC	股票-科技	0.39%	-0.50%	-10.79%
38	✓	Nebius Group NV	股票-其他	0.38%	+0.13%	+13.82%
39	GS	Goldman Sachs Group INC	股票-金融	0.38%	—	+13.02%
40	ARCC	Ares Capital CORP	股票-金融	0.36%	+0.11%	+87.90%
41	CRM	Salesforce INC	股票-科技	0.36%	-0.50%	-22.89%
42	T	At&t INC	股票-通信服务	0.35%	—	-3.72%
43	PFE	Pfizer INC	股票-医疗保健	0.34%	+0.12%	+78.03%
44	SCHW	Schwab (charles) CORP	股票-金融	0.31%	-0.17%	-13.83%
45	TWLO	Twilio INC - A	股票-科技	0.31%	-0.19%	-27.40%
46	CSCO	Cisco Systems INC	股票-科技	0.31%	—	+6.70%
47	XOM	Exxon Mobil CORP	股票-能源	0.30%	—	+1.09%
48	PPL	Ppl CORP	股票-公用事业	0.30%	—	-22.00%
49	GE	General Electric	股票-工业	0.26%	—	+12.88%
50	QYLD	Global X Nasd 100 Cov Call	ETF-其他	0.26%	—	+11.09%

1–50 of 75

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-03-31	75	US$1.6亿	25	1NVDA 2AVGO 3AAPL 主要持股2026-03-31 1.NVDA 2.AVGO 3.AAPL 4.QQQI 5.AMZN 6.SPYI 7.GOOGL 8.META 9.AMD 10.JEPQ
2025-12-31	68	US$1.3亿	19	1NVDA 2AVGO 3AAPL 主要持股2025-12-31 1.NVDA 2.AVGO 3.AAPL 4.AMZN 5.META 6.GOOGL 7.QQQI 8.CRWD 9.JEPQ 10.SPYI
2025-09-30	74	US$1.5亿	93	1NVDA 2AVGO 3AAPL 主要持股2025-09-30 1.NVDA 2.AVGO 3.AAPL 4.AMZN 5.SPYI 6.META 7.QQQI 8.RYLD 9.JEPQ 10.CRWD
2025-06-30	71	US$1.2亿	0	1NVDA 2AVGO 3AAPL 主要持股2025-06-30 1.NVDA 2.AVGO 3.AAPL 4.AMZN 5.META 6.JEPQ 7.CRWD 8.RYLD 9.SPYI 10.MSFT
2025-03-31	64	US$1.3亿	0	1PG 2PFE 3NVDA 主要持股2025-03-31 1.PG 2.PFE 3.NVDA 4.JEPQ 5.RYLD 6.AVGO 7.META 8.AAPL 9.SPYI 10.AMZN
2024-12-31	63	US$9261.7万	0	1NVDA 2JEPQ 3AVGO 主要持股2024-12-31 1.NVDA 2.JEPQ 3.AVGO 4.RYLD 5.AMZN 6.AAPL 7.META 8.SPYI 9.CRWD 10.MSFT

本季持股变动

Palacios Wealth Management, LLC 在 2026-03-31 最显著的持仓异动：新建仓: Calamos Autocallable INC ETF (CAIE); 新建仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建仓: Southstate Bank CORP (SSB); 清仓: American Express Co (AXP); 新建仓: Taiwan Semiconductor-sp Adr (TSM).

Palacios 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
1	QQQI	Neos Nasdaq-100 High INC ETF	+1.8%	+96.70%	加仓
2	SPYI	Neos S&p 500 High Income ETF	+1.5%	+106.19%	加仓
3	IWMI	Neos Russell 2000 High INC	+1.4%	+349.79%	加仓
4	AMD	Advanced Micro Devices	+0.8%	+6.98%	加仓
5	AVGO	Broadcom INC	+0.6%	+11.30%	加仓
6	AMZN	Amazon.com INC	+0.6%	+21.12%	加仓
7	GOOG	Alphabet Inc-cl C	+0.5%	+25.11%	加仓
8	FTEC	Fidelity Msci Info Tech Indx	+0.2%	+53.62%	加仓
9	ASTS	Ast Spacemobile INC	+0.2%	+126.29%	加仓
10	MU	Micron Technology INC	+0.2%	+29.86%	加仓
11	VOO	Vanguard S&p 500 ETF	+0.2%	+74.57%	加仓
12	✓	Nebius Group NV	+0.1%	+13.82%	加仓
13	GOOGL	Alphabet Inc-cl A	+0.1%	+3.46%	加仓
14	PFE	Pfizer INC	+0.1%	+78.03%	加仓
15	ARCC	Ares Capital CORP	+0.1%	+87.90%	加仓
16	VZ	Verizon Communications INC	+0.1%	+16.43%	加仓
17	RYLD	Global X Russell 2000 Cov Cl	0%	+24.41%	加仓
18	MO	Altria Group INC	0%	+17.90%	加仓
19	IRM	Iron Mountain INC	0%	—	不变
20	QQQ	Invesco Qqq Trust Series 1	0%	+18.05%	加仓
21	C	Citigroup INC	—	+12.20%	加仓
22	UBER	Uber Technologies INC	-0.1%	+22.33%	加仓
23	PANW	Palo Alto Networks INC	-0.2%	-22.91%	减仓
24	AMGN	Amgen INC	-0.2%	+1.35%	加仓
25	SCHW	Schwab (charles) CORP	-0.2%	-13.83%	减仓
26	TWLO	Twilio INC - A	-0.2%	-27.40%	减仓
27	JEPQ	JPM Nasdaq Equity Premium	-0.2%	+9.43%	加仓
28	IBM	Intl Business Machines CORP	-0.3%	+9.44%	加仓
29	META	Meta Platforms Inc-class A	-0.3%	+21.37%	加仓
30	BAC	Bank Of America CORP	-0.3%	-6.66%	减仓
31	ABBV	Abbvie INC	-0.4%	-7.66%	减仓
32	PLTR	Palantir Technologies Inc-a	-0.4%	+16.12%	加仓
33	ORCL	Oracle CORP	-0.4%	-1.76%	减仓
34	TSLA	Tesla INC	-0.5%	+9.18%	加仓
35	CRWD	Crowdstrike Holdings INC - A	-0.5%	+8.79%	加仓
36	CRM	Salesforce INC	-0.5%	-22.89%	减仓
37	MDB	Mongodb INC	-0.5%	-10.79%	减仓
38	AAPL	Apple INC	-0.8%	+5.35%	加仓
39	NVDA	Nvidia CORP	-2.4%	+5.60%	加仓
40	CAIE	Calamos Autocallable INC ETF	—	NEW	新建仓
41	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
42	SSB	Southstate Bank CORP	—	NEW	新建仓
43	AXP	American Express Co	—	EXIT	清仓
44	TSM	Taiwan Semiconductor-sp Adr	—	NEW	新建仓
45	DOW	Dow INC	—	NEW	新建仓
46	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	新建仓
47	AGG	Ishares Core U.s. Aggregate	—	EXIT	清仓
48	IUSG	Ishares Core S&p U.s. Growth	—	NEW	新建仓
49	GEV	GE Vernova INC	—	NEW	新建仓
50	IWM	Ishares Russell 2000 ETF	—	NEW	新建仓

FAQ

Palacios Wealth Management, LLC 是什么机构？属于哪种投资人类型？

Palacios 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$1.6亿，分布在 75 个已申报仓位之中。

Palacios Wealth Management, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Palacios Wealth Management, LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$4690.9万 (29.4%) 2. Broadcom INC (AVGO) — US$1019.7万 (6.4%) 3. Apple INC (AAPL) — US$793.4万 (5.0%) 4. Neos Nasdaq-100 High INC ETF (QQQI) — US$759.9万 (4.8%) 5. Amazon.com INC (AMZN) — US$729.7万 (4.6%)

Palacios 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，Palacios Wealth Management, LLC 共进行了 49 项显著调整：新建仓 9 个仓位、加仓 30 个既有持股、减仓 8 个仓位，并完全清仓 2 个持股。其中幅度最大的异动：新建仓: Calamos Autocallable INC ETF (CAIE); 新建仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建仓: Southstate Bank CORP (SSB); 清仓: American Express Co (AXP); 新建仓: Taiwan Semiconductor-sp Adr (TSM)

Palacios 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，Palacios Wealth Management, LLC 的主要板块分布如下： • Information Technology: 65.2% • Communication Services: 11.7% • Consumer Discretionary: 8.3% • Financials: 6.1% • Health Care: 3.8% • Industrials: 2.9%