Xcelsior Advisor Partners LLC
Scottsdale AZ · SEC CIK 0002110679
$2.63亿2026Q1 申报市值
226持仓数
27.7%前十大占比 · 第一大 4.7%
64 / 1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
FFIN 新建仓+$690.28万
IWF 加仓+$240.92万
LMT 新建仓+$228.56万
AMZN 加仓+$201.67万
VEA 加仓+$182.03万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$81.75万
VGSH 减仓-$47.00万
VT 减仓-$41.91万
VV 减仓-$38.16万
OEF 减仓-$33.37万
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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $39.24万 | 0.15% | 1,451 | 1,451 | — | $39.24万 | 新建仓 |
| GEV | GE VERNOVA INC | $39.29万 | 0.15% | 450 | -37 | -7.6% | -$3.23万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.78万 | 0.15% | 6,494 | 262 | 4.2% | $1.61万 | 加仓 |
| BA | BOEING CO | $39.83万 | 0.15% | 2,001 | 216 | 12.1% | $4.30万 | 加仓 |
| DEM | WISDOMTREE TR | $39.97万 | 0.15% | 8,044 | -212 | -2.6% | -$1.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $40.37万 | 0.15% | 2,795 | -178 | -6.0% | -$2.57万 | 减仓 |
| CMS | CMS ENERGY CORP | $41.01万 | 0.16% | 5,287 | 5,287 | — | $41.01万 | 新建仓 |
| — | HONEYWELL INTL INC | $41.10万 | 0.16% | 1,819 | 100 | 5.8% | $2.26万 | 加仓 |
| TXN | TEXAS INSTRS INC | $41.30万 | 0.16% | 2,127 | 2,127 | — | $41.30万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.12万 | 0.16% | 857 | 59 | 7.4% | $2.90万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $43.38万 | 0.17% | 2,053 | -41 | -2.0% | -$8,664 | 减仓 |
| PTNQ | PACER FDS TR | $43.59万 | 0.17% | 5,975 | -800 | -11.8% | -$5.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $44.02万 | 0.17% | 881 | 138 | 18.6% | $6.90万 | 加仓 |
| ADI | ANALOG DEVICES INC | $44.19万 | 0.17% | 1,389 | 1,389 | — | $44.19万 | 新建仓 |
| AEE | AMEREN CORP | $44.42万 | 0.17% | 4,041 | 4,041 | — | $44.42万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $44.59万 | 0.17% | 3,691 | -100 | -2.6% | -$1.21万 | 减仓 |
| MO | ALTRIA GROUP INC | $44.67万 | 0.17% | 6,768 | 103 | 1.5% | $6,797 | 加仓 |
| MGK | VANGUARD WORLD FD | $44.75万 | 0.17% | 1,218 | 85 | 7.5% | $3.12万 | 加仓 |
| MRK | MERCK & CO INC | $45.58万 | 0.17% | 3,789 | 361 | 10.5% | $4.34万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $46.68万 | 0.18% | 4,201 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $47.44万 | 0.18% | 5,972 | 5,972 | — | $47.44万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $47.55万 | 0.18% | 13,762 | 413 | 3.1% | $1.43万 | 加仓 |
| PPL | PPL CORP | $47.84万 | 0.18% | 12,524 | 12,524 | — | $47.84万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $48.11万 | 0.18% | 440 | 76 | 20.9% | $8.31万 | 加仓 |
| EXC | EXELON CORP | $48.68万 | 0.19% | 9,931 | 9,931 | — | $48.68万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $49.26万 | 0.19% | 15,289 | 397 | 2.7% | $1.28万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $50.61万 | 0.19% | 18,802 | 78 | 0.4% | $2,099 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $50.84万 | 0.19% | 2,750 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $51.01万 | 0.19% | 1,201 | 1 | 0.1% | $425 | 加仓 |
| VPU | VANGUARD WORLD FD | $51.67万 | 0.20% | 2,608 | 25 | 1.0% | $4,953 | 加仓 |
| ORCL | ORACLE CORP | $52.31万 | 0.20% | 3,556 | -21 | -0.6% | -$3,089 | 减仓 |
| VST | VISTRA CORP | $52.66万 | 0.20% | 3,503 | 3,503 | — | $52.66万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $53.07万 | 0.20% | 3,310 | 39 | 1.2% | $6,252 | 加仓 |
| IJH | ISHARES TR | $53.11万 | 0.20% | 7,864 | 248 | 3.3% | $1.67万 | 加仓 |
| V | VISA INC | $55.55万 | 0.21% | 1,838 | 759 | 70.3% | $22.94万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $55.69万 | 0.21% | 3,015 | 3,015 | — | $55.69万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $57.33万 | 0.22% | 11,612 | 230 | 2.0% | $1.14万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $57.73万 | 0.22% | 14,637 | 246 | 1.7% | $9,702 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $58.01万 | 0.22% | 7,037 | 120 | 1.7% | $9,892 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.05万 | 0.22% | 1,718 | 1,718 | — | $58.05万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $58.05万 | 0.22% | 979 | 979 | — | $58.05万 | 新建仓 |
| DVY | ISHARES TR | $60.81万 | 0.23% | 4,016 | 932 | 30.2% | $14.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.29万 | 0.24% | 3,111 | 101 | 3.4% | $2.05万 | 加仓 |
| ETR | ENTERGY CORP NEW | $64.60万 | 0.25% | 5,750 | 5,750 | — | $64.60万 | 新建仓 |
| IEMG | ISHARES INC | $65.11万 | 0.25% | 9,335 | 112 | 1.2% | $7,812 | 加仓 |
| SRE | SEMPRA | $65.84万 | 0.25% | 6,775 | 6,775 | — | $65.84万 | 新建仓 |
| SFLO | VICTORY PORTFOLIOS II | $65.87万 | 0.25% | 21,934 | 552 | 2.6% | $1.66万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $65.89万 | 0.25% | 3,323 | 66 | 2.0% | $1.31万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $66.47万 | 0.25% | 13,756 | 419 | 3.1% | $2.02万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $70.78万 | 0.27% | 2,535 | 2,535 | — | $70.78万 | 新建仓 |
| META | META PLATFORMS INC | $77.01万 | 0.29% | 1,346 | 448 | 49.9% | $25.63万 | 加仓 |
| IJR | ISHARES TR | $77.26万 | 0.29% | 6,215 | 142 | 2.3% | $1.77万 | 加仓 |
| DE | DEERE & CO | $78.07万 | 0.30% | 1,386 | 630 | 83.3% | $35.49万 | 加仓 |
| AVGO | BROADCOM INC | $82.82万 | 0.32% | 2,676 | 1,615 | 152.2% | $49.98万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $83.67万 | 0.32% | 3,916 | 113 | 3.0% | $2.41万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $84.84万 | 0.32% | 9,003 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $86.01万 | 0.33% | 10,850 | 10,850 | — | $86.01万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $88.68万 | 0.34% | 1,271 | 8 | 0.6% | $5,582 | 加仓 |
| ET | ENERGY TRANSFER L P | $90.15万 | 0.34% | 46,708 | 46,708 | — | $90.15万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $91.81万 | 0.35% | 1,916 | -19 | -1.0% | -$9,105 | 减仓 |
| GOOG | ALPHABET INC | $92.97万 | 0.35% | 3,241 | 168 | 5.5% | $4.82万 | 加仓 |
| INTC | INTEL CORP | $93.49万 | 0.36% | 21,185 | -158 | -0.7% | -$6,973 | 减仓 |
| TSLA | TESLA INC | $93.76万 | 0.36% | 2,522 | 2,024 | 406.4% | $75.24万 | 加仓 |
| CAT | CATERPILLAR INC | $97.84万 | 0.37% | 1,381 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $98.35万 | 0.37% | 1,704 | -116 | -6.4% | -$6.70万 | 减仓 |
| XAR | SPDR SERIES TRUST | $98.80万 | 0.38% | 3,890 | 5 | 0.1% | $1,270 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $100.01万 | 0.38% | 11,275 | 498 | 4.6% | $4.42万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $100.10万 | 0.38% | 9,126 | -12 | -0.1% | -$1,316 | 减仓 |
| LNG | CHENIERE ENERGY INC | $100.17万 | 0.38% | 3,530 | 4 | 0.1% | $1,135 | 加仓 |
| ABBV | ABBVIE INC | $101.67万 | 0.39% | 4,675 | 1,284 | 37.9% | $27.93万 | 加仓 |
| VDE | VANGUARD WORLD FD | $106.59万 | 0.41% | 6,160 | 586 | 10.5% | $10.14万 | 加仓 |
| IWR | ISHARES TR | $108.50万 | 0.41% | 11,159 | 5,473 | 96.3% | $53.21万 | 加仓 |
| HD | HOME DEPOT INC | $110.26万 | 0.42% | 3,352 | -34 | -1.0% | -$1.12万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $111.86万 | 0.43% | 8,534 | 4,179 | 96.0% | $54.78万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $113.09万 | 0.43% | 15,058 | 149 | 1.0% | $1.12万 | 加仓 |
| CSCO | CISCO SYS INC | $114.61万 | 0.44% | 14,771 | -25 | -0.2% | -$1,940 | 减仓 |
| IVE | ISHARES TR | $119.41万 | 0.45% | 5,655 | 168 | 3.1% | $3.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $121.85万 | 0.46% | 5,027 | -121 | -2.4% | -$2.93万 | 减仓 |
| RTX | RTX CORPORATION | $122.47万 | 0.47% | 6,349 | 234 | 3.8% | $4.51万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $125.44万 | 0.48% | 23,233 | 1,148 | 5.2% | $6.20万 | 加仓 |
| IVW | ISHARES TR | $128.26万 | 0.49% | 11,339 | 529 | 4.9% | $5.98万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $129.32万 | 0.49% | 6,738 | 266 | 4.1% | $5.11万 | 加仓 |
| PFF | ISHARES TR | $129.46万 | 0.49% | 42,698 | 8,637 | 25.4% | $26.19万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $130.92万 | 0.50% | 27,246 | 9,857 | 56.7% | $47.36万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $131.49万 | 0.50% | 63,300 | 44,000 | 228.0% | $91.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $133.23万 | 0.51% | 36,242 | 1,241 | 3.5% | $4.56万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $136.69万 | 0.52% | 25,250 | 378 | 1.5% | $2.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $139.89万 | 0.53% | 39,922 | 1,350 | 3.5% | $4.73万 | 加仓 |
| BAC | BANK AMERICA CORP | $143.36万 | 0.55% | 29,407 | -348 | -1.2% | -$1.70万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $144.08万 | 0.55% | 7,001 | 1,086 | 18.4% | $22.35万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $144.37万 | 0.55% | 3,900 | 3,900 | — | $144.37万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $144.47万 | 0.55% | 18,718 | 4,149 | 28.5% | $32.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $145.98万 | 0.56% | 1,465 | -25 | -1.7% | -$2.49万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $146.48万 | 0.56% | 41,228 | 1,132 | 2.8% | $4.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $148.76万 | 0.57% | 16,017 | 11,897 | 288.8% | $110.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $153.75万 | 0.58% | 6,290 | 550 | 9.6% | $13.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $159.18万 | 0.61% | 34,688 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $161.20万 | 0.61% | 5,480 | 136 | 2.5% | $4.00万 | 加仓 |
| IEFA | ISHARES TR | $170.93万 | 0.65% | 18,881 | 3,409 | 22.0% | $30.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $191.45万 | 0.73% | 38,374 | 3,142 | 8.9% | $15.68万 | 加仓 |