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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2,792.13万 | 7.72% | 134,063 | -2,307 | -1.7% | -$48.05万 | 减仓 |
| RH | RH | $1,898.66万 | 5.25% | 135,793 | 25,656 | 23.3% | $358.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,537.52万 | 4.25% | 88,161 | -143 | -0.2% | -$2.49万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,486.00万 | 4.11% | 304,820 | -31,893 | -9.5% | -$155.48万 | 减仓 |
| GOOGL | ALPHABET INC | $1,322.39万 | 3.66% | 45,987 | 1,787 | 4.0% | $51.39万 | 加仓 |
| AAPL | APPLE INC | $1,191.53万 | 3.30% | 46,950 | -3,321 | -6.6% | -$84.28万 | 减仓 |
| F | FORD MTR CO | $1,186.54万 | 3.28% | 1,028,199 | -50,477 | -4.7% | -$58.25万 | 减仓 |
| HD | HOME DEPOT INC | $1,138.11万 | 3.15% | 34,604 | -37 | -0.1% | -$1.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,132.55万 | 3.13% | 38,501 | -4,216 | -9.9% | -$124.02万 | 减仓 |
| BA | BOEING CO | $1,111.78万 | 3.08% | 55,860 | 1,566 | 2.9% | $31.17万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $992.34万 | 2.74% | 54,396 | 8,166 | 17.7% | $148.97万 | 加仓 |
| AVGO | BROADCOM INC | $767.96万 | 2.12% | 24,812 | -992 | -3.8% | -$30.70万 | 减仓 |
| MS | MORGAN STANLEY | $736.37万 | 2.04% | 44,745 | -4,315 | -8.8% | -$71.01万 | 减仓 |
| TSLA | TESLA INC | $704.58万 | 1.95% | 18,953 | 2,209 | 13.2% | $82.12万 | 加仓 |
| — | BANK AMERICA CORP | $698.21万 | 1.93% | 5,860 | 265 | 4.7% | $31.57万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $640.87万 | 1.77% | 69,000 | -4,442 | -6.0% | -$41.26万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $628.42万 | 1.74% | 13,114 | 1,095 | 9.1% | $52.47万 | 加仓 |
| WMT | WALMART INC | $502.65万 | 1.39% | 40,445 | -9,405 | -18.9% | -$116.89万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $492.08万 | 1.36% | 8,235 | 161 | 2.0% | $9.62万 | 加仓 |
| CAVA | CAVA GROUP INC | $436.71万 | 1.21% | 53,982 | -3,373 | -5.9% | -$27.29万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $425.54万 | 1.18% | 26,543 | 333 | 1.3% | $5.34万 | 加仓 |
| PFE | PFIZER INC | $415.48万 | 1.15% | 147,963 | -10,224 | -6.5% | -$28.71万 | 减仓 |
| FDX | FEDEX CORP | $375.64万 | 1.04% | 10,546 | -550 | -5.0% | -$19.59万 | 减仓 |
| GEV | GE VERNOVA INC | $374.56万 | 1.04% | 4,291 | -483 | -10.1% | -$42.16万 | 减仓 |
| NFLX | NETFLIX INC. | $372.18万 | 1.03% | 38,708 | 20,022 | 107.1% | $192.51万 | 加仓 |
| CAT | CATERPILLAR INC | $359.65万 | 0.99% | 5,076 | -1,500 | -22.8% | -$106.28万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $336.40万 | 0.93% | 22,997 | 397 | 1.8% | $5.81万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $333.82万 | 0.92% | 46,409 | -6,687 | -12.6% | -$48.10万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $318.36万 | 0.88% | 63,417 | -23,649 | -27.2% | -$118.72万 | 减仓 |
| TJX | TJX COS INC NEW | $313.84万 | 0.87% | 19,652 | -445 | -2.2% | -$7.11万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $309.88万 | 0.86% | 30,182 | 10,735 | 55.2% | $110.22万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $300.82万 | 0.83% | 3,019 | 466 | 18.3% | $46.43万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $286.05万 | 0.79% | 29,281 | 13,230 | 82.4% | $129.24万 | 加仓 |
| SKT | TANGER INC | $285.32万 | 0.79% | 83,966 | 2,800 | 3.4% | $9.51万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $270.75万 | 0.75% | 6,935 | 1,095 | 18.8% | $42.75万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $265.00万 | 0.73% | 24,951 | -6,604 | -20.9% | -$70.14万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $261.92万 | 0.72% | 141,654 | 9,434 | 7.1% | $17.44万 | 加仓 |
| GLW | CORNING INC | $261.59万 | 0.72% | 19,239 | 11,726 | 156.1% | $159.44万 | 加仓 |
| NOW | SERVICENOW INC | $258.34万 | 0.71% | 24,710 | 3,500 | 16.5% | $36.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $255.65万 | 0.71% | 12,567 | 124 | 1.0% | $2.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $253.63万 | 0.70% | 2,998 | 412 | 15.9% | $34.85万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $252.44万 | 0.70% | 158,965 | 89,033 | 127.3% | $141.38万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $250.65万 | 0.69% | 26,671 | -1,500 | -5.3% | -$14.10万 | 减仓 |
| SGOL | ETFS GOLD TR | $249.14万 | 0.69% | 55,835 | 306 | 0.6% | $1.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $237.22万 | 0.66% | 4,110 | 696 | 20.4% | $40.17万 | 加仓 |
| META | META PLATFORMS INC | $226.62万 | 0.63% | 3,961 | -245 | -5.8% | -$14.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $221.32万 | 0.61% | 7,317 | -561 | -7.1% | -$16.97万 | 减仓 |
| DE | DEERE & CO | $208.14万 | 0.58% | 3,695 | 115 | 3.2% | $6.48万 | 加仓 |
| TOST | TOAST INC | $200.10万 | 0.55% | 75,481 | -2,315 | -3.0% | -$6.14万 | 减仓 |
| RTX | RTX CORPORATION | $194.85万 | 0.54% | 10,101 | 316 | 3.2% | $6.10万 | 加仓 |
| RH | RH 看涨期权 | $192.95万 | 0.53% | 13,800 | -1,300 | -8.6% | -$18.18万 | 减仓 |
| GRMN | GARMIN LTD | $186.21万 | 0.52% | 8,026 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $184.74万 | 0.51% | 4,991 | 246 | 5.2% | $9.11万 | 加仓 |
| WFC | WELLS FARGO & CO | $183.94万 | 0.51% | 23,105 | -6,434 | -21.8% | -$51.22万 | 减仓 |
| GOOG | ALPHABET INC | $180.38万 | 0.50% | 6,288 | -327 | -4.9% | -$9.38万 | 减仓 |
| DIS | DISNEY WALT CO | $171.67万 | 0.47% | 17,812 | -7,956 | -30.9% | -$76.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $152.68万 | 0.42% | 11,488 | 1,025 | 9.8% | $13.62万 | 加仓 |
| ETN | EATON CORP PLC | $144.57万 | 0.40% | 4,042 | 2,288 | 130.4% | $81.83万 | 加仓 |
| GE | GE AEROSPACE | $136.07万 | 0.38% | 4,795 | -13,350 | -73.6% | -$378.84万 | 减仓 |
| GLD | SPDR GOLD TR | $129.09万 | 0.36% | 3,000 | 200 | 7.1% | $8.61万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $120.65万 | 0.33% | 24,438 | -2,000 | -7.6% | -$9.87万 | 减仓 |
| T | AT&T INC | $118.20万 | 0.33% | 40,772 | -11,280 | -21.7% | -$32.70万 | 减仓 |
| GMED | GLOBUS MED INC | $115.55万 | 0.32% | 13,411 | -32 | -0.2% | -$2,757 | 减仓 |
| ET | ENERGY TRANSFER L P | $113.84万 | 0.31% | 58,985 | 39,835 | 208.0% | $76.88万 | 重新持有 |
| BX | BLACKSTONE INC | $113.76万 | 0.31% | 9,893 | -2,219 | -18.3% | -$25.52万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $110.11万 | 0.30% | 19,832 | 3,105 | 18.6% | $17.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $106.79万 | 0.30% | 1,642 | 195 | 13.5% | $12.68万 | 加仓 |
| SO | SOUTHERN CO | $106.68万 | 0.30% | 11,053 | 847 | 8.3% | $8.17万 | 加仓 |
| V | VISA INC | $103.43万 | 0.29% | 3,422 | -2,000 | -36.9% | -$60.45万 | 减仓 |
| BLK | BLACKROCK INC | $100.98万 | 0.28% | 1,050 | -306 | -22.6% | -$29.43万 | 减仓 |
| PPL | PPL CORP | $100.68万 | 0.28% | 26,356 | -7,198 | -21.5% | -$27.50万 | 减仓 |
| YETI | YETI HLDGS INC | $90.39万 | 0.25% | 24,703 | -4,701 | -16.0% | -$17.20万 | 减仓 |
| CSCO | CISCO SYS INC | $85.26万 | 0.24% | 10,988 | 400 | 3.8% | $3.10万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $81.15万 | 0.22% | 4,433 | 413 | 10.3% | $7.56万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $81.13万 | 0.22% | 3,478 | 2,014 | 137.6% | $46.98万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $79.50万 | 0.22% | 37,095 | -9,728 | -20.8% | -$20.85万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $79.24万 | 0.22% | 6,868 | -303 | -4.2% | -$3.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $79.21万 | 0.22% | 12,004 | 2,429 | 25.4% | $16.03万 | 加仓 |
| MELI | MERCADOLIBRE INC | $78.32万 | 0.22% | 453 | 294 | 184.9% | $50.83万 | 加仓 |
| — | EXXON MOBIL CORP | $77.64万 | 0.21% | 4,576 | -358 | -7.3% | -$6.07万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $77.55万 | 0.21% | 95,393 | -23,453 | -19.7% | -$19.07万 | 减仓 |
| MDT | MEDTRONIC PLC | $76.09万 | 0.21% | 8,781 | -514 | -5.5% | -$4.45万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $75.51万 | 0.21% | 12,450 | -4,546 | -26.7% | -$27.57万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $73.85万 | 0.20% | 5,113 | 926 | 22.1% | $13.37万 | 加仓 |
| WHR | WHIRLPOOL CORP | $73.58万 | 0.20% | 13,646 | -15,333 | -52.9% | -$82.68万 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $72.67万 | 0.20% | 50,116 | -4,753 | -8.7% | -$6.89万 | 减仓 |
| MDB | MONGODB INC | $72.08万 | 0.20% | 2,945 | -1,600 | -35.2% | -$39.16万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $70.84万 | 0.20% | 13,650 | -500 | -3.5% | -$2.60万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $67.46万 | 0.19% | 6,811 | 1,065 | 18.5% | $10.55万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $66.46万 | 0.18% | 14,510 | -125 | -0.9% | -$5,725 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.00万 | 0.17% | 2,599 | 1,365 | 110.6% | $33.09万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $62.72万 | 0.17% | 8,914 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $61.90万 | 0.17% | 9,754 | 7,079 | 264.6% | $44.92万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $59.87万 | 0.17% | 1,772 | -25 | -1.4% | -$8,446 | 减仓 |
| CVX | CHEVRON CORPORATION | $58.78万 | 0.16% | 2,841 | -1,450 | -33.8% | -$30.00万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $58.14万 | 0.16% | 3,517 | 276 | 8.5% | $4.56万 | 加仓 |
| SHOP | SHOPIFY INC | $56.55万 | 0.16% | 4,767 | -279 | -5.5% | -$3.31万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $55.79万 | 0.15% | 6,768 | 51 | 0.8% | $4,204 | 加仓 |
| MAS | MASCO CORP | $54.47万 | 0.15% | 9,022 | -1,000 | -10.0% | -$6.04万 | 减仓 |