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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $3,114.91万 | 7.43% | 130,692 | -3,371 | -2.5% | -$80.34万 | 减仓 |
| RH | RH | $2,598.53万 | 6.20% | 157,745 | 21,952 | 16.2% | $361.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,711.65万 | 4.08% | 85,544 | -2,617 | -3.0% | -$52.36万 | 减仓 |
| GOOGL | ALPHABET INC | $1,564.35万 | 3.73% | 43,774 | -2,213 | -4.8% | -$79.09万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,545.79万 | 3.69% | 271,286 | -33,534 | -11.0% | -$191.08万 | 减仓 |
| AAPL | APPLE INC | $1,336.71万 | 3.19% | 46,195 | -755 | -1.6% | -$21.85万 | 减仓 |
| HD | HOME DEPOT INC | $1,277.87万 | 3.05% | 36,233 | 1,629 | 4.7% | $57.45万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,214.03万 | 2.90% | 37,089 | -1,412 | -3.7% | -$46.22万 | 减仓 |
| F | FORD MTR CO | $1,172.89万 | 2.80% | 843,807 | -184,392 | -17.9% | -$256.30万 | 减仓 |
| BA | BOEING CO | $1,155.82万 | 2.76% | 53,394 | -2,466 | -4.4% | -$53.38万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,098.80万 | 2.62% | 54,770 | 374 | 0.7% | $7.50万 | 加仓 |
| GLW | CORNING INC | $957.35万 | 2.28% | 37,480 | 18,241 | 94.8% | $465.93万 | 加仓 |
| AVGO | BROADCOM INC | $888.81万 | 2.12% | 23,529 | -1,283 | -5.2% | -$48.47万 | 减仓 |
| TSLA | TESLA INC | $863.07万 | 2.06% | 20,520 | 1,567 | 8.3% | $65.91万 | 加仓 |
| MS | MORGAN STANLEY | $849.96万 | 2.03% | 40,660 | -4,085 | -9.1% | -$85.39万 | 减仓 |
| — | BANK OF AMER CORP | $818.06万 | 1.95% | 6,620 | 760 | 13.0% | $93.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $782.47万 | 1.87% | 22,945 | -3,598 | -13.6% | -$122.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $771.59万 | 1.84% | 83,623 | 56,952 | 213.5% | $525.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $671.27万 | 1.60% | 13,415 | 301 | 2.3% | $15.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $585.64万 | 1.40% | 66,724 | -2,276 | -3.3% | -$19.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $538.18万 | 1.28% | 7,836 | -399 | -4.8% | -$27.40万 | 减仓 |
| CAT | CATERPILLAR INC | $536.91万 | 1.28% | 5,042 | -34 | -0.7% | -$3.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $509.17万 | 1.21% | 8,765 | -3,802 | -30.3% | -$220.86万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $500.65万 | 1.19% | 29,302 | 29,302 | — | $500.65万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $495.12万 | 1.18% | 45,874 | 16,593 | 56.7% | $179.09万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $483.64万 | 1.15% | 269,738 | 110,773 | 69.7% | $198.62万 | 加仓 |
| GEV | GE VERNOVA INC | $483.57万 | 1.15% | 4,116 | -175 | -4.1% | -$20.56万 | 减仓 |
| WMT | WALMART INC | $398.49万 | 0.95% | 35,184 | -5,261 | -13.0% | -$59.59万 | 减仓 |
| PFE | PFIZER INC | $395.24万 | 0.94% | 164,138 | 16,175 | 10.9% | $38.95万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $392.25万 | 0.94% | 5,140 | -1,795 | -25.9% | -$136.98万 | 减仓 |
| CAVA | CAVA GROUP INC | $375.41万 | 0.90% | 47,835 | -6,147 | -11.4% | -$48.24万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $347.74万 | 0.83% | 140,049 | -1,605 | -1.1% | -$3.99万 | 减仓 |
| FDX | FEDEX CORP | $334.18万 | 0.80% | 10,672 | 126 | 1.2% | $3.95万 | 加仓 |
| SKT | TANGER INC | $330.23万 | 0.79% | 83,666 | -300 | -0.4% | -$1.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $313.78万 | 0.75% | 4,261 | 151 | 3.7% | $11.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $295.12万 | 0.70% | 2,918 | -80 | -2.7% | -$8.09万 | 减仓 |
| NFLX | NETFLIX INC. | $285.64万 | 0.68% | 40,006 | 1,298 | 3.4% | $9.27万 | 加仓 |
| TJX | TJX COS INC NEW | $283.61万 | 0.68% | 18,720 | -932 | -4.7% | -$14.12万 | 减仓 |
| INTC | INTEL CORP | $276.31万 | 0.66% | 19,789 | 19,789 | — | $276.31万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $244.34万 | 0.58% | 2,612 | -407 | -13.5% | -$38.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $236.24万 | 0.56% | 32,738 | -13,671 | -29.5% | -$98.65万 | 减仓 |
| DE | DEERE & CO | $234.07万 | 0.56% | 3,690 | -5 | -0.1% | -$3,172 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $224.40万 | 0.54% | 18,179 | -6,772 | -27.1% | -$83.59万 | 减仓 |
| ETN | EATON CORP PLC | $222.82万 | 0.53% | 5,229 | 1,187 | 29.4% | $50.58万 | 加仓 |
| GOOG | ALPHABET INC | $221.96万 | 0.53% | 6,282 | -6 | -0.1% | -$2,120 | 减仓 |
| SGOL | ETFS GOLD TR | $217.28万 | 0.52% | 56,835 | 1,000 | 1.8% | $3.82万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $212.59万 | 0.51% | 11,159 | -329 | -2.9% | -$6.27万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $202.34万 | 0.48% | 17,343 | -5,654 | -24.6% | -$65.97万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $201.22万 | 0.48% | 6,755 | -56 | -0.8% | -$1.67万 | 减仓 |
| NOW | SERVICENOW INC | $195.93万 | 0.47% | 19,735 | -4,975 | -20.1% | -$49.39万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $194.95万 | 0.47% | 21,484 | -8,698 | -28.8% | -$78.93万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $191.87万 | 0.46% | 16,155 | 16,155 | — | $191.87万 | 新建仓 |
| GE | GE AEROSPACE | $180.74万 | 0.43% | 4,836 | 41 | 0.9% | $1.53万 | 加仓 |
| GRMN | GARMIN LTD | $173.40万 | 0.41% | 7,300 | -726 | -9.0% | -$17.25万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $168.99万 | 0.40% | 1,464 | -308 | -17.4% | -$35.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $167.37万 | 0.40% | 4,948 | -2,369 | -32.4% | -$80.13万 | 减仓 |
| META | META PLATFORMS INC | $160.54万 | 0.38% | 2,850 | -1,111 | -28.0% | -$62.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $152.57万 | 0.36% | 4,090 | -901 | -18.1% | -$33.61万 | 减仓 |
| SNPS | SYNOPSYS INC | $149.34万 | 0.36% | 3,348 | 3,348 | — | $149.34万 | 新建仓 |
| RTX | RTX CORPORATION | $147.35万 | 0.35% | 7,766 | -2,335 | -23.1% | -$44.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $144.38万 | 0.34% | 19,667 | 19,667 | — | $144.38万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $141.76万 | 0.34% | 5,973 | 2,495 | 71.7% | $59.21万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $132.61万 | 0.32% | 3,740 | 3,740 | — | $132.61万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $130.88万 | 0.31% | 24,413 | -25 | -0.1% | -$1,340 | 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 |
| SPY | STATE STR SPDR S&P 500 ETF T | $121.80万 | 0.29% | 1,631 | -11 | -0.7% | -$8,214 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.38万 | 0.28% | 28,197 | -35,220 | -55.5% | -$149.12万 | 减仓 |
| V | VISA INC | $116.51万 | 0.28% | 3,396 | -26 | -0.8% | -$8,920 | 减仓 |
| ET | ENERGY TRANSFER L P | $112.21万 | 0.27% | 58,685 | -300 | -0.5% | -$5,736 | 减仓 |
| Q | QNITY ELECTRONICS INC | $111.59万 | 0.27% | 6,833 | -35 | -0.5% | -$5,716 | 减仓 |
| GLD | SPDR GOLD TR | $110.51万 | 0.26% | 3,000 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $107.85万 | 0.26% | 4,247 | 4,247 | — | $107.85万 | 新建仓 |
| CSCO | CISCO SYS INC | $107.33万 | 0.26% | 9,138 | -1,850 | -16.8% | -$21.73万 | 减仓 |
| SO | SOUTHERN CO | $104.06万 | 0.25% | 10,872 | -181 | -1.6% | -$1.73万 | 减仓 |
| MO | ALTRIA GROUP INC | $100.78万 | 0.24% | 14,007 | 2,003 | 16.7% | $14.41万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $99.81万 | 0.24% | 90,983 | -4,410 | -4.6% | -$4.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $96.65万 | 0.23% | 3,437 | 838 | 32.2% | $23.57万 | 加仓 |
| YETI | YETI HLDGS INC | $96.51万 | 0.23% | 19,473 | -5,230 | -21.2% | -$25.92万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $95.26万 | 0.23% | 3,000 | 3,000 | — | $95.26万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $92.71万 | 0.22% | 8,624 | 8,624 | — | $92.71万 | 新建仓 |
| BX | BLACKSTONE INC | $90.66万 | 0.22% | 7,705 | -2,188 | -22.1% | -$25.75万 | 减仓 |
| GMED | GLOBUS MED INC | $88.05万 | 0.21% | 11,144 | -2,267 | -16.9% | -$17.91万 | 减仓 |
| MELI | MERCADOLIBRE INC | $86.40万 | 0.21% | 509 | 56 | 12.4% | $9.51万 | 加仓 |
| BXP | BXP INC | $82.22万 | 0.20% | 12,400 | -1,250 | -9.2% | -$8.29万 | 减仓 |
| PPL | PPL CORP | $79.48万 | 0.19% | 21,866 | -4,490 | -17.0% | -$16.32万 | 减仓 |
| BLK | BLACKROCK INC | $77.41万 | 0.18% | 805 | -245 | -23.3% | -$23.56万 | 减仓 |
| MDB | MONGODB INC | $77.09万 | 0.18% | 2,295 | -650 | -22.1% | -$21.83万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $76.37万 | 0.18% | 30,635 | -6,460 | -17.4% | -$16.10万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $76.01万 | 0.18% | 5,034 | 5,034 | — | $76.01万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $74.17万 | 0.18% | 5,058 | 5,058 | — | $74.17万 | 新建仓 |
| TTAN | SERVICETITAN INC | $72.62万 | 0.17% | 10,270 | 516 | 5.3% | $3.65万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.55万 | 0.17% | 3,363 | 1,890 | 128.3% | $40.21万 | 加仓 |
| DIS | DISNEY WALT CO | $70.89万 | 0.17% | 7,365 | -10,447 | -58.7% | -$100.55万 | 减仓 |
| MAS | MASCO CORP | $69.34万 | 0.17% | 8,522 | -500 | -5.5% | -$4.07万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $68.86万 | 0.16% | 8,914 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $63.01万 | 0.15% | 3,483 | -34 | -1.0% | -$6,151 | 减仓 |
| BRO | BROWN & BROWN INC | $62.34万 | 0.15% | 9,718 | 2,884 | 42.2% | $18.50万 | 加仓 |
| — | EXXON MOBIL CORP | $61.15万 | 0.15% | 4,473 | -103 | -2.3% | -$1.41万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $58.47万 | 0.14% | 4,311 | -10,199 | -70.3% | -$138.34万 | 减仓 |