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 |
|---|---|---|---|---|---|---|---|---|
| B | BARRICK MNG CORP | $53.32万 | 0.15% | 13,073 | 73 | 0.6% | $2,978 | 加仓 |
| LNG | CHENIERE ENERGY INC | $51.08万 | 0.14% | 1,800 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $49.63万 | 0.14% | 3,930 | -15 | -0.4% | -$1,894 | 减仓 |
| TXT | TEXTRON INC | $47.65万 | 0.13% | 5,442 | -200 | -3.5% | -$1.75万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $47.27万 | 0.13% | 3,610 | -27 | -0.7% | -$3,536 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $46.11万 | 0.13% | 4,159 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $44.64万 | 0.12% | 18,000 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $44.56万 | 0.12% | 6,834 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.83万 | 0.12% | 5,501 | 50 | 0.9% | $3,802 | 加仓 |
| IWM | ISHARES TR | $41.37万 | 0.11% | 1,668 | -3 | -0.2% | -$744 | 减仓 |
| MAGS | LISTED FDS TR | $41.30万 | 0.11% | 7,128 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $39.67万 | 0.11% | 6,417 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $37.75万 | 0.10% | 20,950 | 15 | 0.1% | $270 | 加仓 |
| HYD | VANECK ETF TRUST | $37.35万 | 0.10% | 7,450 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $37.15万 | 0.10% | 2,389 | -120 | -4.8% | -$1.87万 | 减仓 |
| LLY | ELI LILLY & CO | $35.69万 | 0.10% | 388 | 12 | 3.2% | $1.10万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $35.54万 | 0.10% | 10,018 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.17万 | 0.09% | 3,702 | -897 | -19.5% | -$8.04万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.08万 | 0.09% | 4,845 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $33.06万 | 0.09% | 43,100 | 23,100 | 115.5% | $17.72万 | 加仓 |
| ITA | ISHARES TR | $31.39万 | 0.09% | 1,435 | 1,435 | — | $31.39万 | 新建仓 |
| IVV | ISHARES TR | $31.12万 | 0.09% | 476 | -4 | -0.8% | -$2,615 | 减仓 |
| NKE | NIKE INC | $29.50万 | 0.08% | 5,585 | 1,530 | 37.7% | $8.08万 | 重新持有 |
| FMHI | FIRST TR EXCH TRADED FD III | $28.52万 | 0.08% | 6,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.27万 | 0.08% | 1,473 | 1,473 | — | $28.27万 | 新建仓 |
| ORCL | ORACLE CORP | $26.57万 | 0.07% | 1,806 | -292 | -13.9% | -$4.30万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $24.29万 | 0.07% | 2,480 | 287 | 13.1% | $2.81万 | 加仓 |
| SDY | SPDR SERIES TRUST | $23.91万 | 0.07% | 1,638 | 1,638 | — | $23.91万 | 新建仓 |
| GRNY | TIDAL TRUST I | $21.76万 | 0.06% | 9,115 | -17 | -0.2% | -$406 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $21.20万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.63万 | 0.06% | 1,015 | -200 | -16.5% | -$4.06万 | 减仓 |
| CRM | SALESFORCE INC | $20.03万 | 0.06% | 1,073 | -156 | -12.7% | -$2.91万 | 减仓 |
| BLMN | BLOOMIN BRANDS INC | $10.02万 | 0.03% | 18,549 | -6,506 | -26.0% | -$3.51万 | 减仓 |
| 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 |