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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $54.17万 | 0.07% | 2,430 | 2,430 | — | $54.17万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $54.42万 | 0.07% | 6,190 | 100 | 1.6% | $8,791 | 加仓 |
| EFA | ISHARES TR | $54.68万 | 0.07% | 5,264 | 5,264 | — | $54.68万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $54.75万 | 0.07% | 1,544 | 1,544 | — | $54.75万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $55.09万 | 0.07% | 7,221 | 3,483 | 93.2% | $26.57万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.26万 | 0.07% | 7,680 | 912 | 13.5% | $6.56万 | 加仓 |
| AEE | AMEREN CORP | $55.62万 | 0.07% | 4,920 | 879 | 21.8% | $9.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.72万 | 0.07% | 6,051 | 3,249 | 116.0% | $29.92万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $55.78万 | 0.07% | 13,725 | -37 | -0.3% | -$1,504 | 减仓 |
| EVRG | EVERGY INC | $56.87万 | 0.07% | 6,580 | 3,731 | 131.0% | $32.25万 | 加仓 |
| EXC | EXELON CORP | $57.00万 | 0.08% | 12,226 | 2,295 | 23.1% | $10.70万 | 加仓 |
| NTRS | NORTHERN TR CORP | $57.54万 | 0.08% | 3,310 | 3,310 | — | $57.54万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $58.27万 | 0.08% | 2,606 | 2,606 | — | $58.27万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $58.37万 | 0.08% | 5,669 | 5,669 | — | $58.37万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $58.39万 | 0.08% | 14,550 | -87 | -0.6% | -$3,491 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $58.49万 | 0.08% | 7,967 | 7,967 | — | $58.49万 | 新建仓 |
| PPL | PPL CORP | $58.58万 | 0.08% | 16,115 | 3,591 | 28.7% | $13.05万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $58.63万 | 0.08% | 41,490 | 41,490 | — | $58.63万 | 新建仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $58.65万 | 0.08% | 12,286 | 12,286 | — | $58.65万 | 新建仓 |
| NFLX | NETFLIX INC. | $59.57万 | 0.08% | 8,343 | 5,331 | 177.0% | $38.06万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $60.01万 | 0.08% | 12,332 | 12,332 | — | $60.01万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $60.15万 | 0.08% | 11,864 | 11,864 | — | $60.15万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $60.94万 | 0.08% | 359 | 359 | — | $60.94万 | 新建仓 |
| SGOV | ISHARES TR | $60.99万 | 0.08% | 6,059 | 6,059 | — | $60.99万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $61.04万 | 0.08% | 26,959 | 26,959 | — | $61.04万 | 新建仓 |
| ADBE | ADOBE INC | $61.05万 | 0.08% | 2,978 | 2,978 | — | $61.05万 | 新建仓 |
| USB | US BANCORP | $61.38万 | 0.08% | 10,163 | 10,163 | — | $61.38万 | 新建仓 |
| RIO | RIO TINTO PLC | $61.93万 | 0.08% | 6,524 | 2,742 | 72.5% | $26.03万 | 加仓 |
| DVY | ISHARES TR | $62.41万 | 0.08% | 3,993 | -23 | -0.6% | -$3,595 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $63.44万 | 0.08% | 657 | 657 | — | $63.44万 | 新建仓 |
| XEL | XCEL ENERGY INC | $63.45万 | 0.08% | 7,902 | 1,930 | 32.3% | $15.50万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $63.85万 | 0.08% | 7,212 | 175 | 2.5% | $1.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $64.41万 | 0.08% | 1,741 | 523 | 42.9% | $19.35万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $65.19万 | 0.09% | 7,111 | 7,111 | — | $65.19万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $65.41万 | 0.09% | 8,009 | 8,009 | — | $65.41万 | 新建仓 |
| VST | VISTRA CORP | $65.74万 | 0.09% | 4,144 | 641 | 18.3% | $10.17万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $65.97万 | 0.09% | 7,009 | 7,009 | — | $65.97万 | 新建仓 |
| POWL | POWELL INDS INC | $66.59万 | 0.09% | 2,325 | 2,325 | — | $66.59万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $68.63万 | 0.09% | 21,468 | 21,468 | — | $68.63万 | 新建仓 |
| WMB | WILLIAMS COS INC | $69.47万 | 0.09% | 9,345 | 4,499 | 92.8% | $33.44万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $69.49万 | 0.09% | 34,121 | 17,356 | 103.5% | $35.35万 | 加仓 |
| STE | STERIS PLC | $70.34万 | 0.09% | 3,340 | 3,340 | — | $70.34万 | 新建仓 |
| C | CITIGROUP INC | $70.76万 | 0.09% | 5,056 | 2,754 | 119.6% | $38.54万 | 加仓 |
| MDT | MEDTRONIC PLC | $70.81万 | 0.09% | 9,051 | 9,051 | — | $70.81万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.84万 | 0.09% | 1,413 | 556 | 64.9% | $27.88万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $72.27万 | 0.10% | 2,670 | -80 | -2.9% | -$2.17万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $72.30万 | 0.10% | 2,041 | 1,430 | 234.0% | $50.66万 | 加仓 |
| NOW | SERVICENOW INC | $72.36万 | 0.10% | 7,288 | 7,288 | — | $72.36万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $72.72万 | 0.10% | 4,844 | -1,316 | -21.4% | -$19.76万 | 减仓 |
| BX | BLACKSTONE INC | $73.52万 | 0.10% | 6,248 | 4,942 | 378.4% | $58.15万 | 重新持有 |
| STWD | STARWOOD PPTY TR INC | $73.77万 | 0.10% | 45,035 | 45,035 | — | $73.77万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $74.15万 | 0.10% | 3,121 | 1,068 | 52.0% | $25.37万 | 加仓 |
| CTAS | CINTAS CORP | $75.22万 | 0.10% | 4,423 | 4,423 | — | $75.22万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $75.92万 | 0.10% | 3,057 | 522 | 20.6% | $12.96万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.31万 | 0.10% | 2,603 | 2,603 | — | $76.31万 | 新建仓 |
| CALF | PACER FDS TR | $76.75万 | 0.10% | 15,165 | 15,165 | — | $76.75万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $76.91万 | 0.10% | 13,337 | -419 | -3.0% | -$2.42万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $76.97万 | 0.10% | 22,506 | 572 | 2.6% | $1.96万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $77.16万 | 0.10% | 13,010 | 13,010 | — | $77.16万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $77.57万 | 0.10% | 14,605 | 8,111 | 124.9% | $43.08万 | 加仓 |
| ALAB | ASTERA LABS INC | $77.57万 | 0.10% | 1,606 | 1,606 | — | $77.57万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $77.61万 | 0.10% | 14,476 | 2,864 | 24.7% | $15.35万 | 加仓 |
| ASML | ASML HLDG NV | $78.19万 | 0.10% | 393 | 178 | 82.8% | $35.41万 | 加仓 |
| IVV | ISHARES TR | $78.62万 | 0.10% | 1,050 | 540 | 105.9% | $40.43万 | 加仓 |
| MCK | MCKESSON CORP | $79.34万 | 0.10% | 1,050 | 1,050 | — | $79.34万 | 新建仓 |
| GLW | CORNING INC | $80.33万 | 0.11% | 3,145 | 3,145 | — | $80.33万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $80.81万 | 0.11% | 2,032 | 2,032 | — | $80.81万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $80.84万 | 0.11% | 1,442 | 241 | 20.1% | $13.51万 | 加仓 |
| AZN | ASTRAZENECA PLC | $82.26万 | 0.11% | 4,338 | 4,338 | — | $82.26万 | 新建仓 |
| SLV | ISHARES SILVER TR | $82.49万 | 0.11% | 15,427 | 15,427 | — | $82.49万 | 新建仓 |
| CCJ | CAMECO CORP | $85.72万 | 0.11% | 8,415 | 8,415 | — | $85.72万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $86.06万 | 0.11% | 14,274 | 14,274 | — | $86.06万 | 新建仓 |
| NDAQ | NASDAQ INC | $86.15万 | 0.11% | 10,930 | 10,930 | — | $86.15万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $87.29万 | 0.11% | 2,919 | 2,919 | — | $87.29万 | 新建仓 |
| IJH | ISHARES TR | $87.74万 | 0.12% | 11,378 | 3,514 | 44.7% | $27.10万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $88.41万 | 0.12% | 9,003 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $88.87万 | 0.12% | 17,627 | 17,627 | — | $88.87万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $89.10万 | 0.12% | 6,506 | 6,506 | — | $89.10万 | 新建仓 |
| NEM | NEWMONT CORP | $89.87万 | 0.12% | 9,622 | 7,625 | 381.8% | $71.22万 | 加仓 |
| PFE | PFIZER INC | $90.79万 | 0.12% | 37,705 | 23,817 | 171.5% | $57.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $92.91万 | 0.12% | 4,877 | 4,877 | — | $92.91万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $94.54万 | 0.12% | 3,956 | 426 | 12.1% | $10.18万 | 加仓 |
| EQIX | EQUINIX INC | $95.20万 | 0.13% | 913 | 913 | — | $95.20万 | 新建仓 |
| AMGN | AMGEN INC | $95.80万 | 0.13% | 2,646 | 2,646 | — | $95.80万 | 新建仓 |
| SBUX | STARBUCKS CORP | $96.55万 | 0.13% | 9,448 | 6,772 | 253.1% | $69.20万 | 加仓 |
| SMH | VANECK ETF TRUST | $97.62万 | 0.13% | 1,488 | 740 | 98.9% | $48.55万 | 加仓 |
| SPGI | S&P GLOBAL INC | $98.00万 | 0.13% | 2,406 | 2,406 | — | $98.00万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $98.28万 | 0.13% | 5,474 | 5,474 | — | $98.28万 | 新建仓 |
| IEF | ISHARES TR | $99.01万 | 0.13% | 10,470 | 10,470 | — | $99.01万 | 新建仓 |
| RKT | ROCKET COS INC | $99.15万 | 0.13% | 62,951 | 52,951 | 529.5% | $83.40万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $100.31万 | 0.13% | 5,706 | 5,706 | — | $100.31万 | 新建仓 |
| UNP | UNION PAC CORP | $100.32万 | 0.13% | 3,688 | 2,591 | 236.2% | $70.48万 | 加仓 |
| DC | DAKOTA GOLD CORP | $102.18万 | 0.13% | 239,865 | 239,865 | — | $102.18万 | 新建仓 |
| ORCL | ORACLE CORP | $102.69万 | 0.14% | 7,007 | 3,451 | 97.0% | $50.57万 | 加仓 |
| CRM | SALESFORCE INC | $104.26万 | 0.14% | 6,655 | 6,655 | — | $104.26万 | 新建仓 |
| PEP | PEPSICO INC | $104.39万 | 0.14% | 7,710 | 7,710 | — | $104.39万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $104.95万 | 0.14% | 2,527 | 2,527 | — | $104.95万 | 新建仓 |
| HON | HONEYWELL INTL INC | $105.84万 | 0.14% | 4,727 | 2,908 | 159.9% | $65.11万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $106.72万 | 0.14% | 4,827 | 4,827 | — | $106.72万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $106.86万 | 0.14% | 3,951 | 3,951 | — | $106.86万 | 新建仓 |