Xcelsior Advisor Partners LLC
Scottsdale AZ · SEC CIK 0002110679
$7.59亿2026Q2 申报市值
453持仓数
22.9%前十大占比 · 第一大 4.4%
224 / 2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
FFIN 加仓+$2,551.45万
FVD 新建仓+$1,806.73万
AAPL 加仓+$1,430.37万
MSFT 加仓+$1,390.40万
NVDA 加仓+$1,235.17万
2026Q2 卖出最多 按季末市值估算
VONG 减仓-$70.08万
WDC 减仓-$61.04万
BIV 减仓-$30.23万
KTOS 清仓-$20.14万
VDE 减仓-$19.76万
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 |
|---|---|---|---|---|---|---|---|---|
| DFAX | DIMENSIONAL ETF TRUST | $31.64万 | 0.04% | 8,590 | 8,590 | — | $31.64万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.70万 | 0.04% | 496 | -955 | -65.8% | -$61.04万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $31.71万 | 0.04% | 7,345 | 7,345 | — | $31.71万 | 新建仓 |
| IWM | ISHARES TR | $31.85万 | 0.04% | 1,060 | 1,060 | — | $31.85万 | 新建仓 |
| DCTH | DELCATH SYS INC | $31.85万 | 0.04% | 25,300 | 25,300 | — | $31.85万 | 新建仓 |
| AFL | AFLAC INC | $32.08万 | 0.04% | 2,736 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $32.15万 | 0.04% | 6,607 | 849 | 14.7% | $4.13万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $32.31万 | 0.04% | 3,461 | 608 | 21.3% | $5.68万 | 加仓 |
| VICI | VICI PPTYS INC | $32.34万 | 0.04% | 12,180 | 12,180 | — | $32.34万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $32.51万 | 0.04% | 3,198 | 3,198 | — | $32.51万 | 新建仓 |
| T | AT&T INC | $32.57万 | 0.04% | 15,736 | 15,736 | — | $32.57万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.66万 | 0.04% | 428 | 428 | — | $32.66万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $32.78万 | 0.04% | 6,748 | 6,748 | — | $32.78万 | 新建仓 |
| DOW | DOW HLDGS INC | $33.34万 | 0.04% | 12,184 | 12,184 | — | $33.34万 | 新建仓 |
| CVS | CVS HEALTH CORP | $33.50万 | 0.04% | 3,238 | 3,238 | — | $33.50万 | 新建仓 |
| IREN | IREN LIMITED | $33.66万 | 0.04% | 7,360 | 1,285 | 21.2% | $5.88万 | 加仓 |
| RS | RELIANCE INC | $33.70万 | 0.04% | 902 | 1 | 0.1% | $374 | 加仓 |
| INCY | INCYTE CORP | $33.74万 | 0.04% | 2,976 | 2,976 | — | $33.74万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $33.89万 | 0.04% | 1,715 | 402 | 30.6% | $7.94万 | 加仓 |
| IWP | ISHARES TR | $34.22万 | 0.05% | 2,337 | 260 | 12.5% | $3.81万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $34.27万 | 0.05% | 1,850 | 1,850 | — | $34.27万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $34.29万 | 0.05% | 5,580 | 5,580 | — | $34.29万 | 新建仓 |
| TLH | ISHARES TR | $34.46万 | 0.05% | 3,434 | 3,434 | — | $34.46万 | 新建仓 |
| MUSA | MURPHY USA INC | $34.84万 | 0.05% | 647 | 647 | — | $34.84万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $35.65万 | 0.05% | 8,355 | -42 | -0.5% | -$1,792 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $36.07万 | 0.05% | 3,753 | 3,753 | — | $36.07万 | 新建仓 |
| COP | CONOCOPHILLIPS | $36.08万 | 0.05% | 3,470 | 3,470 | — | $36.08万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $36.19万 | 0.05% | 3,305 | 3,305 | — | $36.19万 | 新建仓 |
| FDX | FEDEX CORP | $36.35万 | 0.05% | 1,161 | 495 | 74.3% | $15.50万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $36.52万 | 0.05% | 6,572 | 6,572 | — | $36.52万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.64万 | 0.05% | 6,488 | 6,488 | — | $36.64万 | 新建仓 |
| CLX | CLOROX CO DEL | $36.81万 | 0.05% | 3,857 | 3,857 | — | $36.81万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.23万 | 0.05% | 4,587 | 681 | 17.4% | $5.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.26万 | 0.05% | 896 | 896 | — | $37.26万 | 新建仓 |
| IBB | ISHARES TR | $37.30万 | 0.05% | 1,961 | 1,961 | — | $37.30万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $37.35万 | 0.05% | 8,732 | -48 | -0.5% | -$2,053 | 减仓 |
| VRSN | VERISIGN INC | $38.04万 | 0.05% | 1,512 | 1,512 | — | $38.04万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $38.47万 | 0.05% | 5,212 | 5,212 | — | $38.47万 | 新建仓 |
| DTE | DTE ENERGY CO | $38.66万 | 0.05% | 2,537 | 479 | 23.3% | $7.30万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $38.72万 | 0.05% | 2,323 | 2,323 | — | $38.72万 | 新建仓 |
| SHOP | SHOPIFY INC | $38.80万 | 0.05% | 3,398 | 473 | 16.2% | $5.40万 | 加仓 |
| D | DOMINION ENERGY INC | $38.88万 | 0.05% | 5,693 | 930 | 19.5% | $6.35万 | 加仓 |
| COR | CENCORA INC | $38.99万 | 0.05% | 1,378 | 1,378 | — | $38.99万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $39.06万 | 0.05% | 626 | 626 | — | $39.06万 | 新建仓 |
| IYW | ISHARES TR | $39.07万 | 0.05% | 1,549 | 288 | 22.8% | $7.26万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $39.15万 | 0.05% | 9,173 | 9,173 | — | $39.15万 | 新建仓 |
| LOW | LOWES COS INC | $39.31万 | 0.05% | 1,783 | 1,783 | — | $39.31万 | 新建仓 |
| YUM | YUM BRANDS INC | $39.57万 | 0.05% | 2,475 | 2,475 | — | $39.57万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $39.90万 | 0.05% | 21,534 | 21,534 | — | $39.90万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $40.05万 | 0.05% | 2,524 | 2,524 | — | $40.05万 | 新建仓 |
| SUSA | ISHARES TR | $40.24万 | 0.05% | 2,608 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $40.65万 | 0.05% | 789 | 209 | 36.0% | $10.77万 | 加仓 |
| PAYX | PAYCHEX INC | $40.93万 | 0.05% | 4,162 | 4,162 | — | $40.93万 | 新建仓 |
| TJX | TJX COS INC NEW | $41.60万 | 0.05% | 2,746 | 1,480 | 116.9% | $22.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.75万 | 0.05% | 3,299 | 630 | 23.6% | $7.97万 | 加仓 |
| DEO | DIAGEO PLC | $41.83万 | 0.06% | 5,204 | 5,204 | — | $41.83万 | 新建仓 |
| URI | UNITED RENTALS INC | $42.74万 | 0.06% | 377 | 377 | — | $42.74万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $43.12万 | 0.06% | 13,640 | 13,640 | — | $43.12万 | 新建仓 |
| ITOT | ISHARES TR | $43.17万 | 0.06% | 2,628 | 600 | 29.6% | $9.86万 | 加仓 |
| DEM | WISDOMTREE TR | $43.27万 | 0.06% | 8,044 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $43.34万 | 0.06% | 1,185 | 235 | 24.7% | $8.59万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $43.52万 | 0.06% | 10,533 | 5,478 | 108.4% | $22.64万 | 加仓 |
| ZTS | ZOETIS INC | $43.73万 | 0.06% | 6,086 | 6,086 | — | $43.73万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $44.40万 | 0.06% | 1,326 | 1,326 | — | $44.40万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $44.69万 | 0.06% | 3,931 | 3,931 | — | $44.69万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $44.74万 | 0.06% | 9,487 | 9,487 | — | $44.74万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $44.76万 | 0.06% | 5,094 | 5,094 | — | $44.76万 | 新建仓 |
| CMS | CMS ENERGY CORP | $45.13万 | 0.06% | 5,899 | 612 | 11.6% | $4.68万 | 加仓 |
| OKE | ONEOK INC NEW | $45.25万 | 0.06% | 5,205 | 5,205 | — | $45.25万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $45.41万 | 0.06% | 1,604 | 1,604 | — | $45.41万 | 新建仓 |
| CLSK | CLEANSPARK INC | $45.69万 | 0.06% | 31,405 | 5,055 | 19.2% | $7.36万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $45.76万 | 0.06% | 4,256 | 590 | 16.1% | $6.34万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $45.76万 | 0.06% | 6,341 | 6,341 | — | $45.76万 | 新建仓 |
| NI | NISOURCE INC | $46.48万 | 0.06% | 9,775 | 1,568 | 19.1% | $7.46万 | 加仓 |
| HSY | HERSHEY CO | $46.53万 | 0.06% | 2,652 | 2,652 | — | $46.53万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $46.56万 | 0.06% | 3,643 | -5,483 | -60.1% | -$70.08万 | 减仓 |
| AVY | AVERY DENNISON CORP | $46.69万 | 0.06% | 2,876 | 1,010 | 54.1% | $16.40万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $47.32万 | 0.06% | 1,645 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $47.60万 | 0.06% | 2,802 | 2,802 | — | $47.60万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $48.18万 | 0.06% | 3,661 | -30 | -0.8% | -$3,948 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $48.59万 | 0.06% | 11,034 | 2,030 | 22.5% | $8.94万 | 加仓 |
| MS | MORGAN STANLEY | $49.13万 | 0.06% | 2,350 | 2,350 | — | $49.13万 | 新建仓 |
| SOXX | ISHARES TR | $49.35万 | 0.06% | 770 | 770 | — | $49.35万 | 新建仓 |
| STBA | S & T BANCORP INC | $49.42万 | 0.07% | 10,068 | 10,068 | — | $49.42万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $49.90万 | 0.07% | 4,201 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $49.91万 | 0.07% | 3,624 | 3,624 | — | $49.91万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $49.94万 | 0.07% | 22,865 | 7,089 | 44.9% | $15.48万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $50.43万 | 0.07% | 19,761 | 19,761 | — | $50.43万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $50.65万 | 0.07% | 2,588 | -20 | -0.8% | -$3,915 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $51.24万 | 0.07% | 9,965 | 3,600 | 56.6% | $18.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $51.49万 | 0.07% | 2,846 | 2,846 | — | $51.49万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $51.60万 | 0.07% | 2,362 | 2,362 | — | $51.60万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $52.05万 | 0.07% | 15,253 | -36 | -0.2% | -$1,228 | 减仓 |
| INTU | INTUIT | $52.12万 | 0.07% | 1,997 | 1,997 | — | $52.12万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $52.48万 | 0.07% | 2,287 | 2,287 | — | $52.48万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.65万 | 0.07% | 1,060 | 1,060 | — | $52.65万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $52.78万 | 0.07% | 730 | 9 | 1.2% | $6,507 | 加仓 |
| PTNQ | PACER FDS TR | $52.97万 | 0.07% | 5,975 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $53.05万 | 0.07% | 979 | 0 | 0.0% | — | 不变 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $53.59万 | 0.07% | 18,802 | 0 | 0.0% | — | 不变 |