CIK: 0002053829
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%。
Palacios Wealth Management, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.105——换算下来相当于约 9 个等权重仓位，明显低于其实际披露的 75 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.64），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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 | NBIS | 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% |
Q3 2026表现
+3.7%
近4个季度表现
+22.3%
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).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-11-05 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-05-09 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-30 | 13F-HR | 在 EDGAR 上查看 |
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