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 |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | $200.10万 | 0.55% | 75,481 | -2,315 | -3.0% | -$6.14万 | 减仓 |
| DE | DEERE & CO | $208.14万 | 0.58% | 3,695 | 115 | 3.2% | $6.48万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $221.32万 | 0.61% | 7,317 | -561 | -7.1% | -$16.97万 | 减仓 |
| META | META PLATFORMS INC | $226.62万 | 0.63% | 3,961 | -245 | -5.8% | -$14.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $237.22万 | 0.66% | 4,110 | 696 | 20.4% | $40.17万 | 加仓 |
| SGOL | ETFS GOLD TR | $249.14万 | 0.69% | 55,835 | 306 | 0.6% | $1.37万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $250.65万 | 0.69% | 26,671 | -1,500 | -5.3% | -$14.10万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $252.44万 | 0.70% | 158,965 | 89,033 | 127.3% | $141.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $253.63万 | 0.70% | 2,998 | 412 | 15.9% | $34.85万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $255.65万 | 0.71% | 12,567 | 124 | 1.0% | $2.52万 | 加仓 |
| NOW | SERVICENOW INC | $258.34万 | 0.71% | 24,710 | 3,500 | 16.5% | $36.59万 | 加仓 |
| GLW | CORNING INC | $261.59万 | 0.72% | 19,239 | 11,726 | 156.1% | $159.44万 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $261.92万 | 0.72% | 141,654 | 9,434 | 7.1% | $17.44万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $265.00万 | 0.73% | 24,951 | -6,604 | -20.9% | -$70.14万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $270.75万 | 0.75% | 6,935 | 1,095 | 18.8% | $42.75万 | 加仓 |
| SKT | TANGER INC | $285.32万 | 0.79% | 83,966 | 2,800 | 3.4% | $9.51万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $286.05万 | 0.79% | 29,281 | 13,230 | 82.4% | $129.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $300.82万 | 0.83% | 3,019 | 466 | 18.3% | $46.43万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $309.88万 | 0.86% | 30,182 | 10,735 | 55.2% | $110.22万 | 加仓 |
| TJX | TJX COS INC NEW | $313.84万 | 0.87% | 19,652 | -445 | -2.2% | -$7.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $318.36万 | 0.88% | 63,417 | -23,649 | -27.2% | -$118.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $333.82万 | 0.92% | 46,409 | -6,687 | -12.6% | -$48.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $336.40万 | 0.93% | 22,997 | 397 | 1.8% | $5.81万 | 加仓 |
| CAT | CATERPILLAR INC | $359.65万 | 0.99% | 5,076 | -1,500 | -22.8% | -$106.28万 | 减仓 |
| NFLX | NETFLIX INC. | $372.18万 | 1.03% | 38,708 | 20,022 | 107.1% | $192.51万 | 加仓 |
| GEV | GE VERNOVA INC | $374.56万 | 1.04% | 4,291 | -483 | -10.1% | -$42.16万 | 减仓 |
| FDX | FEDEX CORP | $375.64万 | 1.04% | 10,546 | -550 | -5.0% | -$19.59万 | 减仓 |
| PFE | PFIZER INC | $415.48万 | 1.15% | 147,963 | -10,224 | -6.5% | -$28.71万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $425.54万 | 1.18% | 26,543 | 333 | 1.3% | $5.34万 | 加仓 |
| CAVA | CAVA GROUP INC | $436.71万 | 1.21% | 53,982 | -3,373 | -5.9% | -$27.29万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $492.08万 | 1.36% | 8,235 | 161 | 2.0% | $9.62万 | 加仓 |
| WMT | WALMART INC | $502.65万 | 1.39% | 40,445 | -9,405 | -18.9% | -$116.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $628.42万 | 1.74% | 13,114 | 1,095 | 9.1% | $52.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $640.87万 | 1.77% | 69,000 | -4,442 | -6.0% | -$41.26万 | 减仓 |
| — | BANK AMERICA CORP | $698.21万 | 1.93% | 5,860 | 265 | 4.7% | $31.57万 | 加仓 |
| TSLA | TESLA INC | $704.58万 | 1.95% | 18,953 | 2,209 | 13.2% | $82.12万 | 加仓 |
| MS | MORGAN STANLEY | $736.37万 | 2.04% | 44,745 | -4,315 | -8.8% | -$71.01万 | 减仓 |
| AVGO | BROADCOM INC | $767.96万 | 2.12% | 24,812 | -992 | -3.8% | -$30.70万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $992.34万 | 2.74% | 54,396 | 8,166 | 17.7% | $148.97万 | 加仓 |
| BA | BOEING CO | $1,111.78万 | 3.08% | 55,860 | 1,566 | 2.9% | $31.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,132.55万 | 3.13% | 38,501 | -4,216 | -9.9% | -$124.02万 | 减仓 |
| HD | HOME DEPOT INC | $1,138.11万 | 3.15% | 34,604 | -37 | -0.1% | -$1.22万 | 减仓 |
| F | FORD MTR CO | $1,186.54万 | 3.28% | 1,028,199 | -50,477 | -4.7% | -$58.25万 | 减仓 |
| AAPL | APPLE INC | $1,191.53万 | 3.30% | 46,950 | -3,321 | -6.6% | -$84.28万 | 减仓 |
| GOOGL | ALPHABET INC | $1,322.39万 | 3.66% | 45,987 | 1,787 | 4.0% | $51.39万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,486.00万 | 4.11% | 304,820 | -31,893 | -9.5% | -$155.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,537.52万 | 4.25% | 88,161 | -143 | -0.2% | -$2.49万 | 减仓 |
| RH | RH | $1,898.66万 | 5.25% | 135,793 | 25,656 | 23.3% | $358.72万 | 加仓 |
| AMZN | AMAZON COM INC | $2,792.13万 | 7.72% | 134,063 | -2,307 | -1.7% | -$48.05万 | 减仓 |