Palatine Hill Wealth Management, LLC
CIK 2107248 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $124.2M
- 持仓
- 55
- 截至
- 2026年6月30日
按 13F 价值排名第 7943（共 9443） · 前 84.1%
投资组合价值同比（季度）：+8.1% 13F不披露现金
- 前十大持仓权重
- 76.61%
- 前二十五大持仓权重
- 91.11%
- 持仓高于 1%
- 16
- 有效持仓数量
- 5.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 8.18% 估计买入 $9772699 · 卖出 $11237551
- 新仓位
- 10
- 增加
- 30
- 减少
- 11
- 已结清
- 3
本页内容
行业细分
Technology
6.5%
Retail
2.1%
Consumer Discretionary
2.0%
Communication Services
1.5%
Healthcare
0.8%
Financials
0.7%
Industrials
0.7%
Communications
0.6%
Consumer products
0.5%
Financial Services
0.3%
其他/未映射
84.4%
完整投资组合 55 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $46768566 | 37.67% | 62451 | $8439665 | 上涨 ×1 | ||
| SPDW | $15821245 | 12.74% | 313976 | $2566341 | 上涨 ×1 | ||
| SPEM | $7171775 | 5.78% | 138505 | $1016563 | 上涨 ×2 | ||
| SPYM | $4472477 | 3.60% | 50893 | $560900 | 下跌 ×2 | ||
| ARKB | $4315858 | 3.48% | 221781 | $-684838 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $4216434 | 3.40% | 14572 | $527030 | 上涨 ×1 | ||
| VEA | $3755873 | 3.02% | 52714 | $517718 | 上涨 ×1 | ||
| VOO | $3306990 | 2.66% | 4815 | $447713 | 上涨 ×2 | ||
| SPYG | $2785418 | 2.24% | 23409 | $856803 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2510857 | 2.02% | 5970 | $146720 | 下跌 ×2 | ||
| FTMH | $2415596 | 1.95% | 203333 | $262345 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2219942 | 1.79% | 9314 | $329167 | 上涨 ×1 | ||
| VWO | $1783716 | 1.44% | 29883 | $245507 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1637468 | 1.32% | 4390 | $-60002 | 下跌 ×2 | ||
| BITB | $1329107 | 1.07% | 41717 | $-322055 | 下跌 ×2 | ||
| ETHA iShares Ethereum Trust ETF | $1244883 | 1.00% | 104700 | $-435377 | 下跌 ×2 | ||
| QWLD | $1167906 | 0.94% | 7688 | $146898 | 上涨 ×2 | ||
| IWB | $920147 | 0.74% | 2247 | $70821 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $849438 | 0.68% | 2595 | $87332 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $792150 | 0.64% | 2217 | $187159 | 上涨 ×1 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $773810 | 0.62% | 10167 | $76917 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $755353 | 0.61% | 2000 | $149057 | 上涨 ×1 | ||
| QUAL | $738821 | 0.60% | 3367 | $186216 | 上涨 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $687504 | 0.55% | 4047 | $191964 | 上涨 ×1 | ||
| WDFC WD-40 Company - Common Stock | $682192 | 0.55% | 2800 | $111160 | |||
| 未知发行人 (CUSIP: 30233Q108) | $634755 | 0.51% | 4643 | 上涨 ×1 | |||
| 未知发行人 (CUSIP: 61692G109) | $625590 | 0.50% | 37127 | 上涨 ×1 | |||
| VEU | $604675 | 0.49% | 7220 | $62453 | |||
| DOL | $594990 | 0.48% | 8001 | $51031 | |||
| RSF RiverNorth Capital and Income Fund Common Stock | $565326 | 0.46% | 38668 | $-9230549 | 下跌 ×1 | ||
| SPY SPY | $488478 | 0.39% | 654 | $198998 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $485475 | 0.39% | 1374 | $121163 | 上涨 ×1 | ||
| TAXF | $483238 | 0.39% | 9506 | $-21066 | 下跌 ×1 | ||
| MA Mastercard Incorporated Common Stock | $414671 | 0.33% | 807 | $45749 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 84615Q103) | $408355 | 0.33% | 2390 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $397071 | 0.32% | 331 | $130367 | 上涨 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $390270 | 0.31% | 399 | $82307 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $335595 | 0.27% | 2963 | $-30769 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $327698 | 0.26% | 445 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $319802 | 0.26% | 568 | $4859 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $316232 | 0.25% | 1581 | $65732 | 上涨 ×2 | ||
| WEAV Weave Communications, Inc. Common Stock | $311486 | 0.25% | 52001 | $71241 | |||
| ABBV AbbVie Inc. Common Stock | $303729 | 0.24% | 1207 | $75582 | 上涨 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $291747 | 0.23% | 979 | 上涨 ×1 | |||
| VUG | $280644 | 0.23% | 3258 | $43467 | 上涨 ×1 | ||
| SPAB | $270640 | 0.22% | 10605 | $15875 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $268178 | 0.22% | 3756 | $-85462 | 上涨 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $266638 | 0.21% | 459 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $250252 | 0.20% | 235 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $248027 | 0.20% | 882 | $38117 | 上涨 ×1 | ||
| FETH | $238146 | 0.19% | 15130 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $236652 | 0.19% | 932 | $1291 | 下跌 ×1 | ||
| EMR Emerson Electric Company Common Stock | $232762 | 0.19% | 1626 | $20117 | 上涨 ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $228835 | 0.18% | 6874 | 上涨 ×1 | |||
| VTV | $220981 | 0.18% | 1014 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 未知发行人 (CUSIP: 30233Q108) | $634755 | 4643 | 0.51% |
| 未知发行人 (CUSIP: 61692G109) | $625590 | 37127 | 0.50% |
| 未知发行人 (CUSIP: 84615Q103) | $408355 | 2390 | 0.33% |
| QQQ | $327698 | 445 | 0.26% |
| TXN | $291747 | 979 | 0.23% |
| AMD | $266638 | 459 | 0.21% |
| CAT | $250252 | 235 | 0.20% |
| FETH | $238146 | 15130 | 0.19% |
| IBIT | $228835 | 6874 | 0.18% |
| VTV | $220981 | 1014 | 0.18% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +4K | +$8.4M |
| SPDW | 增持 | +24K | +$2.6M |
| SPEM | 增持 | +7K | +$1.0M |
| SPYG | 增持 | +4K | +$857K |
| ARKB | 削减 | -571 | -$685K |
| SPYM | 削减 | -212 | +$561K |
| AAPL | 增持 | +33 | +$527K |
| VEA | 增持 | +2K | +$518K |
| VOO | 增持 | +30 | +$448K |
| ETHA | 削减 | -1K | -$435K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。