Xcel Wealth Management, LLC
Holly Hill FL · SEC CIK 0001791002
$4.19亿2026Q2 申报市值
140持仓数
39.8%前十大占比 · 第一大 7.4%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHW 加仓+$525.50万
SPCX 新建仓+$500.65万
GLW 加仓+$465.93万
RH 加仓+$361.62万
INTC 新建仓+$276.31万
2026Q2 卖出最多 按季末市值估算
F 减仓-$256.30万
AMD 减仓-$220.86万
TOST 清仓-$200.10万
BAC 减仓-$191.08万
VZ 减仓-$149.12万
2026Q2 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 | $0 | 0.00% | 0 | -75,481 | -100.0% | -$200.10万 | 清仓 |
| RH | RH 看涨期权 | $0 | 0.00% | 0 | -13,800 | -100.0% | -$192.95万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -4,433 | -100.0% | -$81.15万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -8,781 | -100.0% | -$76.09万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -5,113 | -100.0% | -$73.85万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -13,646 | -100.0% | -$73.58万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$20.03万 | 清仓 |
| BLMN | BLOOMIN BRANDS INC | $9.62万 | 0.02% | 10,521 | -8,028 | -43.3% | -$7.34万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $21.31万 | 0.05% | 576 | -75 | -11.5% | -$2.78万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.13万 | 0.05% | 988 | -27 | -2.7% | -$6,048 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $23.27万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $24.68万 | 0.06% | 8,925 | -190 | -2.1% | -$5,253 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $24.73万 | 0.06% | 2,402 | 13 | 0.5% | $1,339 | 加仓 |
| SDY | SPDR SERIES TRUST | $24.94万 | 0.06% | 1,639 | 1 | 0.1% | $152 | 加仓 |
| SPYG | SPDR SERIES TRUST | $26.28万 | 0.06% | 2,209 | -271 | -10.9% | -$3.22万 | 减仓 |
| ORCL | ORACLE CORP | $26.35万 | 0.06% | 1,798 | -8 | -0.4% | -$1,172 | 减仓 |
| IBRX | IMMUNITYBIO INC | $26.70万 | 0.06% | 30,500 | -12,600 | -29.2% | -$11.03万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $29.09万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $32.51万 | 0.08% | 4,000 | -1,501 | -27.3% | -$12.20万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $32.77万 | 0.08% | 3,059 | -1,100 | -26.4% | -$11.78万 | 减仓 |
| IVV | ISHARES TR | $32.98万 | 0.08% | 440 | -36 | -7.6% | -$2.70万 | 减仓 |
| NKE | NIKE INC | $34.22万 | 0.08% | 8,336 | 2,751 | 49.3% | $11.29万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $34.76万 | 0.08% | 1,463 | 1,463 | — | $34.76万 | 新建仓 |
| SBUX | STARBUCKS CORP | $35.56万 | 0.08% | 3,480 | -222 | -6.0% | -$2.27万 | 减仓 |
| B | BARRICK MNG CORP | $35.71万 | 0.09% | 9,723 | -3,350 | -25.6% | -$12.30万 | 减仓 |
| IWM | ISHARES TR | $38.25万 | 0.09% | 1,273 | -395 | -23.7% | -$11.87万 | 减仓 |
| HYD | VANECK ETF TRUST | $38.38万 | 0.09% | 7,450 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $38.66万 | 0.09% | 20,864 | -86 | -0.4% | -$1,594 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $38.81万 | 0.09% | 3,066 | -544 | -15.1% | -$6.89万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $39.27万 | 0.09% | 4,845 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $42.56万 | 0.10% | 17,778 | 17,778 | — | $42.56万 | 新建仓 |
| D | DOMINION ENERGY INC | $43.69万 | 0.10% | 6,397 | -20 | -0.3% | -$1,366 | 减仓 |
| MAGS | LISTED FDS TR | $44.55万 | 0.11% | 6,928 | -200 | -2.8% | -$1.29万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $44.56万 | 0.11% | 15,218 | 5,200 | 51.9% | $15.23万 | 加仓 |
| TXT | TEXTRON INC | $44.72万 | 0.11% | 4,875 | -567 | -10.4% | -$5.20万 | 减仓 |
| ITA | ISHARES TR | $45.58万 | 0.11% | 1,880 | 445 | 31.0% | $10.79万 | 加仓 |
| WFC | WELLS FARGO & CO | $45.75万 | 0.11% | 5,536 | -17,569 | -76.0% | -$145.18万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $45.79万 | 0.11% | 18,000 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $46.01万 | 0.11% | 1,925 | 125 | 6.9% | $2.99万 | 加仓 |
| SHOP | SHOPIFY INC | $46.27万 | 0.11% | 4,052 | -715 | -15.0% | -$8.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $46.76万 | 0.11% | 2,821 | -20 | -0.7% | -$3,315 | 减仓 |
| LLY | ELI LILLY & CO | $47.26万 | 0.11% | 394 | 6 | 1.5% | $7,197 | 加仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $49.54万 | 0.12% | 34,258 | -15,858 | -31.6% | -$22.93万 | 减仓 |
| T | AT&T INC | $50.60万 | 0.12% | 24,447 | -16,325 | -40.0% | -$33.79万 | 减仓 |
| ABNB | AIRBNB INC | $53.02万 | 0.13% | 3,705 | -225 | -5.7% | -$3.22万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $55.51万 | 0.13% | 6,270 | -498 | -7.4% | -$4.41万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.59万 | 0.14% | 9,821 | -2,629 | -21.1% | -$15.15万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $58.47万 | 0.14% | 4,311 | -10,199 | -70.3% | -$138.34万 | 减仓 |
| — | EXXON MOBIL CORP | $61.15万 | 0.15% | 4,473 | -103 | -2.3% | -$1.41万 | 减仓 |
| BRO | BROWN & BROWN INC | $62.34万 | 0.15% | 9,718 | 2,884 | 42.2% | $18.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $63.01万 | 0.15% | 3,483 | -34 | -1.0% | -$6,151 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $68.86万 | 0.16% | 8,914 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $69.34万 | 0.17% | 8,522 | -500 | -5.5% | -$4.07万 | 减仓 |
| DIS | DISNEY WALT CO | $70.89万 | 0.17% | 7,365 | -10,447 | -58.7% | -$100.55万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.55万 | 0.17% | 3,363 | 1,890 | 128.3% | $40.21万 | 加仓 |
| TTAN | SERVICETITAN INC | $72.62万 | 0.17% | 10,270 | 516 | 5.3% | $3.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $74.17万 | 0.18% | 5,058 | 5,058 | — | $74.17万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $76.01万 | 0.18% | 5,034 | 5,034 | — | $76.01万 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $76.37万 | 0.18% | 30,635 | -6,460 | -17.4% | -$16.10万 | 减仓 |
| MDB | MONGODB INC | $77.09万 | 0.18% | 2,295 | -650 | -22.1% | -$21.83万 | 减仓 |
| BLK | BLACKROCK INC | $77.41万 | 0.18% | 805 | -245 | -23.3% | -$23.56万 | 减仓 |
| PPL | PPL CORP | $79.48万 | 0.19% | 21,866 | -4,490 | -17.0% | -$16.32万 | 减仓 |
| BXP | BXP INC | $82.22万 | 0.20% | 12,400 | -1,250 | -9.2% | -$8.29万 | 减仓 |
| MELI | MERCADOLIBRE INC | $86.40万 | 0.21% | 509 | 56 | 12.4% | $9.51万 | 加仓 |
| GMED | GLOBUS MED INC | $88.05万 | 0.21% | 11,144 | -2,267 | -16.9% | -$17.91万 | 减仓 |
| BX | BLACKSTONE INC | $90.66万 | 0.22% | 7,705 | -2,188 | -22.1% | -$25.75万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $92.71万 | 0.22% | 8,624 | 8,624 | — | $92.71万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $95.26万 | 0.23% | 3,000 | 3,000 | — | $95.26万 | 新建仓 |
| YETI | YETI HLDGS INC | $96.51万 | 0.23% | 19,473 | -5,230 | -21.2% | -$25.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $96.65万 | 0.23% | 3,437 | 838 | 32.2% | $23.57万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $99.81万 | 0.24% | 90,983 | -4,410 | -4.6% | -$4.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $100.78万 | 0.24% | 14,007 | 2,003 | 16.7% | $14.41万 | 加仓 |
| SO | SOUTHERN CO | $104.06万 | 0.25% | 10,872 | -181 | -1.6% | -$1.73万 | 减仓 |
| CSCO | CISCO SYS INC | $107.33万 | 0.26% | 9,138 | -1,850 | -16.8% | -$21.73万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $107.85万 | 0.26% | 4,247 | 4,247 | — | $107.85万 | 新建仓 |
| GLD | SPDR GOLD TR | $110.51万 | 0.26% | 3,000 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $111.59万 | 0.27% | 6,833 | -35 | -0.5% | -$5,716 | 减仓 |
| ET | ENERGY TRANSFER L P | $112.21万 | 0.27% | 58,685 | -300 | -0.5% | -$5,736 | 减仓 |
| V | VISA INC | $116.51万 | 0.28% | 3,396 | -26 | -0.8% | -$8,920 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.38万 | 0.28% | 28,197 | -35,220 | -55.5% | -$149.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.80万 | 0.29% | 1,631 | -11 | -0.7% | -$8,214 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $130.30万 | 0.31% | 21,201 | 1,369 | 6.9% | $8.41万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $130.88万 | 0.31% | 24,413 | -25 | -0.1% | -$1,340 | 减仓 |
| ARM | ARM HOLDINGS PLC | $132.61万 | 0.32% | 3,740 | 3,740 | — | $132.61万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $141.76万 | 0.34% | 5,973 | 2,495 | 71.7% | $59.21万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $144.38万 | 0.34% | 19,667 | 19,667 | — | $144.38万 | 新建仓 |
| RTX | RTX CORPORATION | $147.35万 | 0.35% | 7,766 | -2,335 | -23.1% | -$44.30万 | 减仓 |
| SNPS | SYNOPSYS INC | $149.34万 | 0.36% | 3,348 | 3,348 | — | $149.34万 | 新建仓 |
| MSFT | MICROSOFT CORP | $152.57万 | 0.36% | 4,090 | -901 | -18.1% | -$33.61万 | 减仓 |
| META | META PLATFORMS INC | $160.54万 | 0.38% | 2,850 | -1,111 | -28.0% | -$62.58万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $167.37万 | 0.40% | 4,948 | -2,369 | -32.4% | -$80.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $168.99万 | 0.40% | 1,464 | -308 | -17.4% | -$35.55万 | 减仓 |
| GRMN | GARMIN LTD | $173.40万 | 0.41% | 7,300 | -726 | -9.0% | -$17.25万 | 减仓 |
| GE | GE AEROSPACE | $180.74万 | 0.43% | 4,836 | 41 | 0.9% | $1.53万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $191.87万 | 0.46% | 16,155 | 16,155 | — | $191.87万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $194.95万 | 0.47% | 21,484 | -8,698 | -28.8% | -$78.93万 | 减仓 |
| NOW | SERVICENOW INC | $195.93万 | 0.47% | 19,735 | -4,975 | -20.1% | -$49.39万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $201.22万 | 0.48% | 6,755 | -56 | -0.8% | -$1.67万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $202.34万 | 0.48% | 17,343 | -5,654 | -24.6% | -$65.97万 | 减仓 |