13FBOX
XCELSIOR ADVISOR PARTNERS LLC · 13F 持仓分析
期权收益计算器 机构排行

XCELSIOR ADVISOR PARTNERS LLC

No.3298 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.59亿
环比变动 Q1 2026
+$4.96亿+188.9%
持仓股票数
452
新买入
229
加仓
185
减仓
27
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
FIRST FINL BANKSHARESFFIN
4.43%2.63%$3,362.4万97.2万股$690.3万23.4万股+73.7万股+314.61%加仓
苹果AAPL
3.01%2.85%$2,285.3万7.9万股$749.8万3.0万股+4.9万股+167.31%加仓
英伟达NVDA
2.82%3.02%$2,144.9万10.7万股$792.9万4.5万股+6.2万股+135.78%加仓
微软MSFT
2.7%2.5%$2,051.8万5.5万股$656.4万1.8万股+3.7万股+210.21%加仓
F第一信托·USTFVD
2.38%$1,806.7万37.5万股$00股+37.5万股新买入
亚马逊AMZN
1.96%1.84%$1,490.6万6.3万股$482.7万2.3万股+3.9万股+169.83%加仓
V先锋领航·FTSEVEA
1.78%4.67%$1,354.9万19.0万股$1,227.0万19.1万股-1,323股-0.69%减仓
IiShares黄金信托IAU
1.36%2.4%$1,035.7万13.7万股$631.0万7.2万股+6.6万股+91.65%加仓
Targa资源TRGP
1.35%$1,028.1万3.8万股$00股+3.8万股新买入
艾伯维ABBV
1.32%0.39%$1,004.9万4.0万股$101.7万4,675股+3.5万股+754.22%加仓
WELLS FARGO NEWWFC
1.29%0.14%$977.1万11.8万股$36.2万4,552股+11.4万股+2,497.43%加仓
埃克森美孚XOM
1.26%2.05%$956.8万7.0万股$538.0万3.2万股+3.8万股+120.70%加仓
SSPDR标普500 ETFSPY
1.19%2.25%$901.7万1.2万股$592.2万9,106股+2,968股+32.59%加仓
谷歌AGOOGL
1.16%0.92%$882.6万2.5万股$240.6万8,368股+1.6万股+195.14%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.14%2%$864.5万3.7万股$527.0万2.5万股+1.2万股+49.11%加仓
V先锋领航指数基金VTV
1.12%2.53%$851.5万3.9万股$663.8万3.4万股+5,236股+15.48%加仓
强生JNJ
1.12%0.58%$850.9万3.4万股$153.7万6,290股+2.7万股+432.62%加仓
礼来LLY
1.05%0.81%$798.8万6,660股$213.4万2,320股+4,340股+187.07%加仓
S嘉信策略信托SCHD
1.05%2.5%$795.4万25.1万股$657.5万21.4万股+3.7万股+17.04%加仓
EENERGY TRANSFER L PET
1.04%0.34%$788.6万41.2万股$90.1万4.7万股+36.6万股+783.06%加仓
Meta平台META
1.02%0.29%$777.1万1.4万股$77.0万1,346股+1.2万股+924.89%加仓
V先锋领航·MIDVO
1.01%2.55%$767.2万9.5万股$669.4万2.3万股+7.2万股+308.52%加仓
IIOVANCE BIOTHERAPEUTICSIOVA
0.98%0.02%$742.1万178.4万股$5.0万1.4万股+177.0万股+12,507.24%加仓
V先锋领航指数基金VB
0.94%2.29%$713.4万2.4万股$601.6万2.3万股+566股+2.46%加仓
IiShares安硕信托ITA
0.92%2.28%$701.4万2.9万股$598.5万2.7万股+1,574股+5.75%加仓
摩根大通JPM
0.87%0.61%$664.1万2.0万股$161.2万5,480股+1.5万股+270.20%加仓
DDimensional维度ETF信托DFAC
0.87%2.22%$661.4万14.9万股$583.3万15.0万股-1,019股-0.68%减仓
IiShares安硕·RUSSELLIWF
0.87%1.99%$659.3万5.3万股$523.2万1.2万股+4.1万股+332.68%加仓
SSPDR黄金信托GLD
0.87%$657.4万1.8万股$00股+1.8万股新买入
伯克希尔哈撒韦BRK.B
0.8%0.35%$607.2万1.2万股$91.8万1,916股+1.0万股+533.35%加仓
V先锋领航指数基金VV
0.74%1.91%$562.0万1.6万股$502.2万1.7万股-464股-2.76%减仓
F第一信托交易所交易基金RDVY
0.74%$561.8万6.9万股$00股+6.9万股新买入
博通AVGO
0.72%0.32%$544.0万1.4万股$82.8万2,676股+1.2万股+438.15%加仓
雪佛龙CVX
0.71%1.45%$539.4万3.3万股$381.4万1.8万股+1.4万股+76.54%加仓
AAlphabet Inc Class CGOOG
0.69%0.35%$520.2万1.5万股$93.0万3,241股+1.1万股+354.27%加仓
好市多COST
0.68%0.56%$513.7万5,491股$146.0万1,465股+4,026股+274.81%加仓
特斯拉TSLA
0.67%0.36%$510.2万1.2万股$93.8万2,522股+9,608股+380.97%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.62%$473.3万12.9万股$00股+12.9万股新买入
V先锋领航指数基金VUG
0.6%1.35%$458.0万5.3万股$353.6万8,095股+4.5万股+556.76%加仓
V先锋领航斯科茨代尔基金VGSH
0.6%1.39%$454.4万7.8万股$365.3万6.2万股+1.6万股+25.12%加仓
PPacer基金信托COWZ
0.6%0.13%$453.5万7.3万股$34.4万5,501股+6.7万股+1,225.52%加仓
沃尔玛WMT
0.59%0.75%$449.2万4.0万股$196.6万1.6万股+2.4万股+150.76%加仓
AMD超威AMD
0.59%0.24%$447.8万7,709股$63.3万3,111股+4,598股+147.80%加仓
英特尔INTC
0.55%0.36%$420.8万3.0万股$93.5万2.1万股+8,952股+42.26%加仓
百时美施贵宝BMY
0.53%0.09%$402.5万7.0万股$22.5万3,705股+6.6万股+1,785.51%加仓
美光科技MU
0.53%0.13%$400.3万3,468股$34.5万1,020股+2,448股+240.00%加仓
雷神技术RTX
0.5%0.47%$381.9万2.0万股$122.5万6,349股+1.4万股+217.04%加仓
V先锋领航白厅基金VYM
0.47%1.25%$360.2万2.3万股$328.3万2.2万股+624股+2.81%加仓
IiShares安硕·S&P 100 ETFIWO
0.47%1.2%$358.6万9,802股$315.5万9,920股-118股-1.19%减仓
洛克希德马丁LMT
0.46%0.87%$346.7万6,804股$228.6万3,782股+3,022股+79.90%加仓

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