Xcel Wealth Management, LLC
Holly Hill FL · SEC CIK 0001791002
$3.62亿2026Q1 申报市值
133持仓数
40.9%前十大占比 · 第一大 7.7%
3 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RH 加仓+$358.72万
NFLX 加仓+$192.51万
GLW 加仓+$159.44万
COF 加仓+$148.97万
SOFI 加仓+$141.38万
2026Q1 卖出最多 按季末市值估算
GE 减仓-$378.84万
BAC 减仓-$155.48万
JPM 减仓-$124.02万
VZ 减仓-$118.72万
WMT 减仓-$116.89万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -2,805 | -100.0% | -$64.09万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -2,764 | -100.0% | -$60.73万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -1,460 | -100.0% | -$47.79万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,039 | -100.0% | -$43.62万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -719 | -100.0% | -$41.05万 | 清仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,331 | -100.0% | -$37.27万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -9,531 | -100.0% | -$33.10万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,542 | -100.0% | -$31.31万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,622 | -100.0% | -$26.17万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -1,826 | -100.0% | -$25.97万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,646 | -100.0% | -$24.66万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -5,801 | -100.0% | -$22.85万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$21.43万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -481 | -100.0% | -$20.51万 | 清仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $0 | 0.00% | 0 | -8,120 | -100.0% | -$20.45万 | 清仓 |
| BLMN | BLOOMIN BRANDS INC | $10.02万 | 0.03% | 18,549 | -6,506 | -26.0% | -$3.51万 | 减仓 |
| CRM | SALESFORCE INC | $20.03万 | 0.06% | 1,073 | -156 | -12.7% | -$2.91万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.63万 | 0.06% | 1,015 | -200 | -16.5% | -$4.06万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $21.20万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $21.76万 | 0.06% | 9,115 | -17 | -0.2% | -$406 | 减仓 |
| SDY | SPDR SERIES TRUST | $23.91万 | 0.07% | 1,638 | 1,638 | — | $23.91万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $24.29万 | 0.07% | 2,480 | 287 | 13.1% | $2.81万 | 加仓 |
| ORCL | ORACLE CORP | $26.57万 | 0.07% | 1,806 | -292 | -13.9% | -$4.30万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.27万 | 0.08% | 1,473 | 1,473 | — | $28.27万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $28.52万 | 0.08% | 6,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $29.50万 | 0.08% | 5,585 | 1,530 | 37.7% | $8.08万 | 重新持有 |
| IVV | ISHARES TR | $31.12万 | 0.09% | 476 | -4 | -0.8% | -$2,615 | 减仓 |
| ITA | ISHARES TR | $31.39万 | 0.09% | 1,435 | 1,435 | — | $31.39万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $33.06万 | 0.09% | 43,100 | 23,100 | 115.5% | $17.72万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.08万 | 0.09% | 4,845 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.17万 | 0.09% | 3,702 | -897 | -19.5% | -$8.04万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $35.54万 | 0.10% | 10,018 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $35.69万 | 0.10% | 388 | 12 | 3.2% | $1.10万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $37.15万 | 0.10% | 2,389 | -120 | -4.8% | -$1.87万 | 减仓 |
| HYD | VANECK ETF TRUST | $37.35万 | 0.10% | 7,450 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $37.75万 | 0.10% | 20,950 | 15 | 0.1% | $270 | 加仓 |
| D | DOMINION ENERGY INC | $39.67万 | 0.11% | 6,417 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $41.30万 | 0.11% | 7,128 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $41.37万 | 0.11% | 1,668 | -3 | -0.2% | -$744 | 减仓 |
| KO | COCA COLA CO | $41.83万 | 0.12% | 5,501 | 50 | 0.9% | $3,802 | 加仓 |
| BRO | BROWN & BROWN INC | $44.56万 | 0.12% | 6,834 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $44.64万 | 0.12% | 18,000 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $46.11万 | 0.13% | 4,159 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $47.27万 | 0.13% | 3,610 | -27 | -0.7% | -$3,536 | 减仓 |
| TXT | TEXTRON INC | $47.65万 | 0.13% | 5,442 | -200 | -3.5% | -$1.75万 | 减仓 |
| ABNB | AIRBNB INC | $49.63万 | 0.14% | 3,930 | -15 | -0.4% | -$1,894 | 减仓 |
| LNG | CHENIERE ENERGY INC | $51.08万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $53.32万 | 0.15% | 13,073 | 73 | 0.6% | $2,978 | 加仓 |
| MAS | MASCO CORP | $54.47万 | 0.15% | 9,022 | -1,000 | -10.0% | -$6.04万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $55.79万 | 0.15% | 6,768 | 51 | 0.8% | $4,204 | 加仓 |
| SHOP | SHOPIFY INC | $56.55万 | 0.16% | 4,767 | -279 | -5.5% | -$3.31万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.14万 | 0.16% | 3,517 | 276 | 8.5% | $4.56万 | 加仓 |
| CVX | CHEVRON CORPORATION | $58.78万 | 0.16% | 2,841 | -1,450 | -33.8% | -$30.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $59.87万 | 0.17% | 1,772 | -25 | -1.4% | -$8,446 | 减仓 |
| TTAN | SERVICETITAN INC | $61.90万 | 0.17% | 9,754 | 7,079 | 264.6% | $44.92万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $62.72万 | 0.17% | 8,914 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.00万 | 0.17% | 2,599 | 1,365 | 110.6% | $33.09万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $66.46万 | 0.18% | 14,510 | -125 | -0.9% | -$5,725 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $67.46万 | 0.19% | 6,811 | 1,065 | 18.5% | $10.55万 | 加仓 |
| BXP | BXP INC | $70.84万 | 0.20% | 13,650 | -500 | -3.5% | -$2.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $72.08万 | 0.20% | 2,945 | -1,600 | -35.2% | -$39.16万 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $72.67万 | 0.20% | 50,116 | -4,753 | -8.7% | -$6.89万 | 减仓 |
| WHR | WHIRLPOOL CORP | $73.58万 | 0.20% | 13,646 | -15,333 | -52.9% | -$82.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $73.85万 | 0.20% | 5,113 | 926 | 22.1% | $13.37万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.51万 | 0.21% | 12,450 | -4,546 | -26.7% | -$27.57万 | 减仓 |
| MDT | MEDTRONIC PLC | $76.09万 | 0.21% | 8,781 | -514 | -5.5% | -$4.45万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $77.55万 | 0.21% | 95,393 | -23,453 | -19.7% | -$19.07万 | 减仓 |
| — | EXXON MOBIL CORP | $77.64万 | 0.21% | 4,576 | -358 | -7.3% | -$6.07万 | 减仓 |
| MELI | MERCADOLIBRE INC | $78.32万 | 0.22% | 453 | 294 | 184.9% | $50.83万 | 加仓 |
| MO | ALTRIA GROUP INC | $79.21万 | 0.22% | 12,004 | 2,429 | 25.4% | $16.03万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $79.24万 | 0.22% | 6,868 | -303 | -4.2% | -$3.50万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $79.50万 | 0.22% | 37,095 | -9,728 | -20.8% | -$20.85万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $81.13万 | 0.22% | 3,478 | 2,014 | 137.6% | $46.98万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $81.15万 | 0.22% | 4,433 | 413 | 10.3% | $7.56万 | 加仓 |
| CSCO | CISCO SYS INC | $85.26万 | 0.24% | 10,988 | 400 | 3.8% | $3.10万 | 加仓 |
| YETI | YETI HLDGS INC | $90.39万 | 0.25% | 24,703 | -4,701 | -16.0% | -$17.20万 | 减仓 |
| PPL | PPL CORP | $100.68万 | 0.28% | 26,356 | -7,198 | -21.5% | -$27.50万 | 减仓 |
| BLK | BLACKROCK INC | $100.98万 | 0.28% | 1,050 | -306 | -22.6% | -$29.43万 | 减仓 |
| V | VISA INC | $103.43万 | 0.29% | 3,422 | -2,000 | -36.9% | -$60.45万 | 减仓 |
| SO | SOUTHERN CO | $106.68万 | 0.30% | 11,053 | 847 | 8.3% | $8.17万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $106.79万 | 0.30% | 1,642 | 195 | 13.5% | $12.68万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.11万 | 0.30% | 19,832 | 3,105 | 18.6% | $17.24万 | 加仓 |
| BX | BLACKSTONE INC | $113.76万 | 0.31% | 9,893 | -2,219 | -18.3% | -$25.52万 | 减仓 |
| ET | ENERGY TRANSFER L P | $113.84万 | 0.31% | 58,985 | 39,835 | 208.0% | $76.88万 | 重新持有 |
| GMED | GLOBUS MED INC | $115.55万 | 0.32% | 13,411 | -32 | -0.2% | -$2,757 | 减仓 |
| T | AT&T INC | $118.20万 | 0.33% | 40,772 | -11,280 | -21.7% | -$32.70万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $120.65万 | 0.33% | 24,438 | -2,000 | -7.6% | -$9.87万 | 减仓 |
| GLD | SPDR GOLD TR | $129.09万 | 0.36% | 3,000 | 200 | 7.1% | $8.61万 | 加仓 |
| GE | GE AEROSPACE | $136.07万 | 0.38% | 4,795 | -13,350 | -73.6% | -$378.84万 | 减仓 |
| ETN | EATON CORP PLC | $144.57万 | 0.40% | 4,042 | 2,288 | 130.4% | $81.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $152.68万 | 0.42% | 11,488 | 1,025 | 9.8% | $13.62万 | 加仓 |
| DIS | DISNEY WALT CO | $171.67万 | 0.47% | 17,812 | -7,956 | -30.9% | -$76.68万 | 减仓 |
| GOOG | ALPHABET INC | $180.38万 | 0.50% | 6,288 | -327 | -4.9% | -$9.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $183.94万 | 0.51% | 23,105 | -6,434 | -21.8% | -$51.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $184.74万 | 0.51% | 4,991 | 246 | 5.2% | $9.11万 | 加仓 |
| GRMN | GARMIN LTD | $186.21万 | 0.52% | 8,026 | 0 | 0.0% | — | 不变 |
| RH | RH 看涨期权 | $192.95万 | 0.53% | 13,800 | -1,300 | -8.6% | -$18.18万 | 减仓 |
| RTX | RTX CORPORATION | $194.85万 | 0.54% | 10,101 | 316 | 3.2% | $6.10万 | 加仓 |