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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $56.59万 | 0.14% | 9,821 | -2,629 | -21.1% | -$15.15万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $55.51万 | 0.13% | 6,270 | -498 | -7.4% | -$4.41万 | 减仓 |
| ABNB | AIRBNB INC | $53.02万 | 0.13% | 3,705 | -225 | -5.7% | -$3.22万 | 减仓 |
| T | AT&T INC | $50.60万 | 0.12% | 24,447 | -16,325 | -40.0% | -$33.79万 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $49.54万 | 0.12% | 34,258 | -15,858 | -31.6% | -$22.93万 | 减仓 |
| LLY | ELI LILLY & CO | $47.26万 | 0.11% | 394 | 6 | 1.5% | $7,197 | 加仓 |
| CVX | CHEVRON CORPORATION | $46.76万 | 0.11% | 2,821 | -20 | -0.7% | -$3,315 | 减仓 |
| SHOP | SHOPIFY INC | $46.27万 | 0.11% | 4,052 | -715 | -15.0% | -$8.16万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $46.01万 | 0.11% | 1,925 | 125 | 6.9% | $2.99万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $45.79万 | 0.11% | 18,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $45.75万 | 0.11% | 5,536 | -17,569 | -76.0% | -$145.18万 | 减仓 |
| ITA | ISHARES TR | $45.58万 | 0.11% | 1,880 | 445 | 31.0% | $10.79万 | 加仓 |
| TXT | TEXTRON INC | $44.72万 | 0.11% | 4,875 | -567 | -10.4% | -$5.20万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $44.56万 | 0.11% | 15,218 | 5,200 | 51.9% | $15.23万 | 加仓 |
| MAGS | LISTED FDS TR | $44.55万 | 0.11% | 6,928 | -200 | -2.8% | -$1.29万 | 减仓 |
| D | DOMINION ENERGY INC | $43.69万 | 0.10% | 6,397 | -20 | -0.3% | -$1,366 | 减仓 |
| WY | WEYERHAEUSER CO | $42.56万 | 0.10% | 17,778 | 17,778 | — | $42.56万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $39.27万 | 0.09% | 4,845 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $38.81万 | 0.09% | 3,066 | -544 | -15.1% | -$6.89万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $38.66万 | 0.09% | 20,864 | -86 | -0.4% | -$1,594 | 减仓 |
| HYD | VANECK ETF TRUST | $38.38万 | 0.09% | 7,450 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $38.25万 | 0.09% | 1,273 | -395 | -23.7% | -$11.87万 | 减仓 |
| B | BARRICK MNG CORP | $35.71万 | 0.09% | 9,723 | -3,350 | -25.6% | -$12.30万 | 减仓 |
| SBUX | STARBUCKS CORP | $35.56万 | 0.08% | 3,480 | -222 | -6.0% | -$2.27万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $34.76万 | 0.08% | 1,463 | 1,463 | — | $34.76万 | 新建仓 |
| NKE | NIKE INC | $34.22万 | 0.08% | 8,336 | 2,751 | 49.3% | $11.29万 | 加仓 |
| IVV | ISHARES TR | $32.98万 | 0.08% | 440 | -36 | -7.6% | -$2.70万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $32.77万 | 0.08% | 3,059 | -1,100 | -26.4% | -$11.78万 | 减仓 |
| KO | COCA COLA CO | $32.51万 | 0.08% | 4,000 | -1,501 | -27.3% | -$12.20万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $29.09万 | 0.07% | 6,000 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $26.70万 | 0.06% | 30,500 | -12,600 | -29.2% | -$11.03万 | 减仓 |
| ORCL | ORACLE CORP | $26.35万 | 0.06% | 1,798 | -8 | -0.4% | -$1,172 | 减仓 |
| SPYG | SPDR SERIES TRUST | $26.28万 | 0.06% | 2,209 | -271 | -10.9% | -$3.22万 | 减仓 |
| SDY | SPDR SERIES TRUST | $24.94万 | 0.06% | 1,639 | 1 | 0.1% | $152 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $24.73万 | 0.06% | 2,402 | 13 | 0.5% | $1,339 | 加仓 |
| GRNY | TIDAL TRUST I | $24.68万 | 0.06% | 8,925 | -190 | -2.1% | -$5,253 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $23.27万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.13万 | 0.05% | 988 | -27 | -2.7% | -$6,048 | 减仓 |
| VTI | VANGUARD INDEX FDS | $21.31万 | 0.05% | 576 | -75 | -11.5% | -$2.78万 | 重新持有 |
| BLMN | BLOOMIN BRANDS INC | $9.62万 | 0.02% | 10,521 | -8,028 | -43.3% | -$7.34万 | 减仓 |
| 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 |