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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $194.74万 | 0.74% | 20,176 | 4,826 | 31.4% | $46.58万 | 加仓 |
| WMT | WALMART INC | $196.55万 | 0.75% | 15,815 | 2,838 | 21.9% | $35.27万 | 加仓 |
| LLY | ELI LILLY & CO | $213.42万 | 0.81% | 2,320 | 1,228 | 112.5% | $112.96万 | 加仓 |
| IWD | ISHARES TR | $220.64万 | 0.84% | 10,326 | 6,420 | 164.4% | $137.18万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $228.56万 | 0.87% | 3,782 | 3,782 | — | $228.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $240.63万 | 0.92% | 8,368 | 3,967 | 90.1% | $114.08万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $244.44万 | 0.93% | 17,672 | -3,030 | -14.6% | -$41.91万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $280.17万 | 1.07% | 70,965 | 4,297 | 6.4% | $16.96万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $290.28万 | 1.10% | 53,705 | -2,890 | -5.1% | -$15.62万 | 减仓 |
| OEF | ISHARES TR | $315.53万 | 1.20% | 9,920 | -1,049 | -9.6% | -$33.37万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $328.29万 | 1.25% | 22,167 | 2,022 | 10.0% | $29.95万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $353.58万 | 1.35% | 8,095 | 1,879 | 30.2% | $82.07万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $365.29万 | 1.39% | 62,400 | -8,029 | -11.4% | -$47.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $381.35万 | 1.45% | 18,432 | 1,635 | 9.7% | $33.83万 | 加仓 |
| AMZN | AMAZON COM INC | $482.75万 | 1.84% | 23,179 | 9,683 | 71.7% | $201.67万 | 加仓 |
| VV | VANGUARD INDEX FDS | $502.25万 | 1.91% | 16,806 | -1,277 | -7.1% | -$38.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $512.03万 | 1.95% | 13,832 | 3,749 | 37.2% | $138.78万 | 加仓 |
| IWF | ISHARES TR | $523.24万 | 1.99% | 12,271 | 5,650 | 85.3% | $240.92万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $526.98万 | 2.00% | 24,504 | 5,911 | 31.8% | $127.12万 | 加仓 |
| — | EXXON MOBIL CORP | $537.95万 | 2.05% | 31,708 | 4,478 | 16.4% | $75.97万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $583.33万 | 2.22% | 150,110 | 3,893 | 2.7% | $15.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $592.20万 | 2.25% | 9,106 | 50 | 0.6% | $3.25万 | 加仓 |
| ITA | ISHARES TR | $598.46万 | 2.28% | 27,358 | 136 | 0.5% | $2.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $601.60万 | 2.29% | 22,969 | 3,330 | 17.0% | $87.22万 | 加仓 |
| IAU | ISHARES GOLD TR | $630.99万 | 2.40% | 71,573 | -9,273 | -11.5% | -$81.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $657.54万 | 2.50% | 214,321 | 2,738 | 1.3% | $8.40万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $663.84万 | 2.53% | 33,835 | 3,752 | 12.5% | $73.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $669.36万 | 2.55% | 23,308 | 2,858 | 14.0% | $82.08万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $690.28万 | 2.63% | 234,392 | 234,392 | — | $690.28万 | 新建仓 |
| AAPL | APPLE INC | $749.84万 | 2.85% | 29,545 | 6,751 | 29.6% | $171.34万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $792.89万 | 3.02% | 45,464 | 2,933 | 6.9% | $51.15万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,227.03万 | 4.67% | 191,484 | 28,407 | 17.4% | $182.03万 | 加仓 |