13FBOX
Xcel Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Xcel Wealth Management, LLC

No.4748 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.19亿
环比变动 Q1 2026
+$5,754.1万+15.9%
持仓股票数
140
新买入
13
加仓
32
减仓
87
清仓
5
持股不变
8
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
亚马逊AMZN
7.43%7.72%$3,114.9万13.1万股$2,792.1万13.4万股-3,371股-2.51%减仓
RRHRH
6.2%5.79%$2,598.5万15.8万股$2,091.6万15.0万股+8,152股+5.45%加仓
英伟达NVDA
4.08%4.25%$1,711.7万8.6万股$1,537.5万8.8万股-2,617股-2.97%减仓
谷歌AGOOGL
3.73%3.66%$1,564.4万4.4万股$1,322.4万4.6万股-2,213股-4.81%减仓
BBANK OF AMERBAC
3.69%4.11%$1,545.8万27.1万股$1,486.0万30.5万股-3.4万股-11.00%减仓
苹果AAPL
3.19%3.3%$1,336.7万4.6万股$1,191.5万4.7万股-755股-1.61%减仓
家得宝HD
3.05%3.15%$1,277.9万3.6万股$1,138.1万3.5万股+1,629股+4.71%加仓
摩根大通JPM
2.9%3.13%$1,214.0万3.7万股$1,132.5万3.9万股-1,412股-3.67%减仓
福特F
2.8%3.28%$1,172.9万84.4万股$1,186.5万102.8万股-18.4万股-17.93%减仓
波音BA
2.76%3.08%$1,155.8万5.3万股$1,111.8万5.6万股-2,466股-4.41%减仓
第一资本COF
2.62%2.74%$1,098.8万5.5万股$992.3万5.4万股+374股+0.69%加仓
康宁GLW
2.28%0.72%$957.4万3.7万股$261.6万1.9万股+1.8万股+94.81%加仓
博通AVGO
2.12%2.12%$888.8万2.4万股$768.0万2.5万股-1,283股-5.17%减仓
特斯拉TSLA
2.06%1.95%$863.1万2.1万股$704.6万1.9万股+1,567股+8.27%加仓
摩根士丹利MS
2.03%2.04%$850.0万4.1万股$736.4万4.5万股-4,085股-9.13%减仓
BBANK AMERICA CORP 7.25CNV PFD LBAC
1.95%1.93%$818.1万6,620股$698.2万5,860股+760股+12.97%加仓
PALO ALTOPANW
1.87%1.18%$782.5万2.3万股$425.5万2.7万股-3,598股-13.56%减仓
嘉信理财SCHW
1.84%0.69%$771.6万8.4万股$250.7万2.7万股+5.7万股+213.54%加仓
伯克希尔哈撒韦BRK.B
1.6%1.74%$671.3万1.3万股$628.4万1.3万股+301股+2.30%加仓
N新纪元能源NEE
1.4%1.77%$585.6万6.7万股$640.9万6.9万股-2,276股-3.30%减仓
V先锋领航指数基金VOO
1.28%1.36%$538.2万7,836股$492.1万8,235股-399股-4.85%减仓
卡特彼勒CAT
1.28%0.99%$536.9万5,042股$359.6万5,076股-34股-0.67%减仓
AMD超威AMD
1.21%0.71%$509.2万8,765股$255.7万1.3万股-3,802股-30.25%减仓
SSpaceXSPCX
1.19%$500.7万2.9万股$00股+2.9万股新买入
保德信金融PRU
1.18%0.79%$495.1万4.6万股$286.0万2.9万股+1.7万股+56.67%加仓
SOFI TECHNOLOGIES COMSOFI
1.15%0.7%$483.6万27.0万股$252.4万15.9万股+11.1万股+69.68%加仓
GE VernovaGEV
1.15%1.04%$483.6万4,116股$374.6万4,291股-175股-4.08%减仓
沃尔玛WMT
0.95%1.39%$398.5万3.5万股$502.7万4.0万股-5,261股-13.01%减仓
辉瑞PFE
0.94%1.15%$395.2万16.4万股$415.5万14.8万股+1.6万股+10.93%加仓
CrowdStrikeCRWD
0.94%0.75%$392.3万5,140股$270.7万6,935股-1,795股-25.88%减仓
CCAVACAVA
0.9%1.21%$375.4万4.8万股$436.7万5.4万股-6,147股-11.39%减仓
LEVI STRAUSS & NEWLEVI
0.83%0.72%$347.7万14.0万股$261.9万14.2万股-1,605股-1.13%减仓
联邦快递FDX
0.8%1.04%$334.2万1.1万股$375.6万1.1万股+126股+1.19%加仓
TANGERSKT
0.79%0.79%$330.2万8.4万股$285.3万8.4万股-300股-0.36%减仓
I景顺QQQ信托VOO
0.75%0.66%$313.8万4,261股$237.2万4,110股+151股+3.67%加仓
高盛GS
0.7%0.7%$295.1万2,918股$253.6万2,998股-80股-2.67%减仓
NETFLIXNFLX
0.68%1.03%$285.6万4.0万股$372.2万3.9万股+1,298股+3.35%加仓
TJXTJX
0.68%0.87%$283.6万1.9万股$313.8万2.0万股-932股-4.74%减仓
英特尔INTC
0.66%$276.3万2.0万股$00股+2.0万股新买入
好市多COST
0.58%0.83%$244.3万2,612股$300.8万3,019股-407股-13.48%减仓
优步UBER
0.56%0.92%$236.2万3.3万股$333.8万4.6万股-1.4万股-29.46%减仓
迪尔DE
0.56%0.58%$234.1万3,690股$208.1万3,695股-5股-0.14%减仓
FEDERAL RLTY INVT TR NEWFRT
0.54%0.73%$224.4万1.8万股$265.0万2.5万股-6,772股-27.14%减仓
伊顿ETN
0.53%0.4%$222.8万5,229股$144.6万4,042股+1,187股+29.37%加仓
AAlphabet Inc Class CGOOG
0.53%0.5%$222.0万6,282股$180.4万6,288股-6股-0.10%减仓
EETFS GOLD TRSGOL
0.52%0.69%$217.3万5.7万股$249.1万5.6万股+1,000股+1.79%加仓
SSPDR行业精选信托XLK
0.51%0.42%$212.6万1.1万股$152.7万1.1万股-329股-2.86%减仓
帕兰提尔PLTR
0.48%0.93%$202.3万1.7万股$336.4万2.3万股-5,654股-24.59%减仓
迈威尔MRVL
0.48%0.19%$201.2万6,755股$67.5万6,811股-56股-0.82%减仓
ServiceNowNOW
0.47%0.71%$195.9万2.0万股$258.3万2.5万股-4,975股-20.13%减仓

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