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Palacios Wealth Management, LLC · 13F 持仓分析
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Palacios Wealth Management, LLC

No.7719 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.69亿
环比变动 Q1 2026
+$941.1万+5.9%
持仓股票数
76
新买入
3
加仓
21
减仓
41
清仓
2
持股不变
11
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
英伟达NVDA
27.8%29.35%$4,704.6万23.5万股$4,690.9万23.5万股+72股+0.03%加仓
NNEOS ETF TRUSTQQQI
5.36%4.75%$907.3万16.0万股$759.9万14.0万股+1.9万股+13.84%加仓
博通AVGO
5.33%6.38%$902.9万2.4万股$1,019.7万2.4万股-527股-2.16%减仓
苹果AAPL
5%4.96%$846.0万2.9万股$793.4万2.9万股-1股-0.00%减仓
CrowdStrikeCRWD
3.93%2.48%$665.8万8,725股$396.8万8,902股-177股-1.99%减仓
亚马逊AMZN
3.88%4.57%$656.5万2.8万股$729.7万2.8万股+16股+0.06%加仓
NNEOS ETF TRUSTSPYI
3.82%3.58%$646.1万12.2万股$571.6万10.9万股+1.3万股+11.56%加仓
AMD超威AMD
3.74%2.64%$633.7万1.1万股$422.4万1.2万股-1,007股-8.45%减仓
谷歌AGOOGL
2.76%3.2%$467.8万1.3万股$511.7万1.3万股-207股-1.56%减仓
Meta平台META
2.6%3.04%$439.9万7,810股$486.6万7,952股-142股-1.79%减仓
J摩根大通交易所交易基金JEPQ
2.35%2.5%$398.2万6.5万股$399.3万6.7万股-2,585股-3.84%减仓
AAlphabet Inc Class CGOOG
2.1%2.38%$355.9万1.0万股$379.6万9,940股+132股+1.33%加仓
NNEOS RUSSELL 2000 HIGH INCOME ETFIWMI
1.96%1.87%$332.4万6.2万股$298.3万5.8万股+3,623股+6.20%加仓
摩根大通JPM
1.5%1.52%$253.8万7,754股$243.3万7,769股-15股-0.19%减仓
特斯拉TSLA
1.49%1.44%$251.7万5,985股$230.2万6,031股-46股-0.76%减仓
微软MSFT
1.33%1.5%$224.9万6,030股$239.0万5,862股+168股+2.87%加仓
GGLOBAL X RUSSELL 2000 COVERED CALL ETFRYLD
1.3%1.56%$220.3万13.8万股$250.0万16.2万股-2.4万股-14.79%减仓
优步UBER
1.25%1.39%$212.1万2.9万股$222.4万3.0万股-406股-1.36%减仓
AMGEN COMAMGN
1.12%1.14%$189.0万5,219股$182.5万5,271股-52股-0.99%减仓
CCALAMOS ETF TRCAIE
1.03%0.64%$174.2万6.4万股$101.6万3.7万股+2.7万股+71.46%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
1.03%0.87%$173.9万6,089股$138.4万5,618股+471股+8.38%加仓
帕兰提尔PLTR
0.99%1.14%$167.8万1.4万股$181.6万1.3万股+1,330股+10.19%加仓
艾伯维ABBV
0.94%0.87%$159.0万6,318股$138.7万6,562股-244股-3.72%减仓
美光科技MU
0.9%0.4%$152.1万1,318股$63.2万1,222股+96股+7.86%加仓
BBANK OF AMERBAC
0.8%0.8%$135.9万2.4万股$127.9万2.4万股-70股-0.29%减仓
甲骨文ORCL
0.76%0.88%$128.3万8,752股$140.5万8,705股+47股+0.54%加仓
I景顺QQQ信托VOO
0.74%0.7%$124.6万1,692股$112.2万1,681股+11股+0.65%加仓
Q高通QCOM
0.68%0.68%$115.6万6,254股$108.6万6,048股+206股+3.41%加仓
AAST SPACEMOBILE COM CL AASTS
0.67%0.41%$113.3万1.3万股$65.7万8,884股+3,865股+43.51%加仓
IIBMIBM
0.67%0.59%$112.6万4,004股$95.1万4,116股-112股-2.72%减仓
V先锋领航指数基金VOO
0.62%0.54%$104.2万1,517股$87.1万1,318股+199股+15.10%加仓
礼来LLY
0.59%0.48%$100.3万836股$76.7万821股+15股+1.83%加仓
摩根士丹利MS
0.59%0.57%$100.0万4,785股$91.4万4,794股-9股-0.19%减仓
NEBIUSNBIS
0.55%0.38%$93.0万3,366股$61.5万4,446股-1,080股-24.29%减仓
MONGODB CL AMDB
0.49%0.39%$83.7万2,493股$61.8万2,465股+28股+1.14%加仓
PALO ALTOPANW
0.45%0.24%$76.1万2,232股$38.5万2,147股+85股+3.96%加仓
C花旗集团C
0.41%0.4%$69.6万4,975股$63.9万4,993股-18股-0.36%减仓
TwilioTWLO
0.39%0.31%$66.8万3,237股$49.6万3,347股-110股-3.29%减仓
高盛GS
0.39%0.38%$65.9万651股$60.1万651股00.00%持仓不变
思科CSCO
0.36%0.31%$61.4万5,223股$49.1万5,365股-142股-2.65%减仓
沃尔玛WMT
0.35%0.43%$58.7万5,184股$69.3万5,252股-68股-1.29%减仓
ARES CAPITALARCC
0.33%0.36%$56.0万3.0万股$57.9万3.0万股00.00%持仓不变
威瑞森VZ
0.33%0.4%$55.7万1.3万股$63.4万1.3万股-33股-0.25%减仓
GE航空GE
0.32%0.26%$53.7万1,438股$41.9万1,446股-8股-0.55%减仓
赛富时CRM
0.29%0.36%$49.9万3,183股$57.5万3,255股-72股-2.21%减仓
嘉信理财SCHW
0.29%0.31%$49.9万5,404股$49.6万5,416股-12股-0.22%减仓
辉瑞PFE
0.29%0.34%$48.3万2.0万股$54.9万2.1万股-484股-2.35%减仓
V先锋领航全球基金VGT
0.27%$45.5万3,808股$00股+3,808股新买入
PPL COMPPL
0.26%0.3%$44.1万1.2万股$47.7万1.3万股-619股-4.86%减仓
埃克森美孚XOM
0.25%0.3%$42.5万3,106股$48.5万3,140股-34股-1.08%减仓

🧭 机构资金流板块热力图

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