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 |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | $324.99万 | 0.43% | 18,432 | 16,841 | 1,058.5% | $296.94万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $327.13万 | 0.43% | 28,039 | 25,846 | 1,178.6% | $301.55万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $331.13万 | 0.44% | 35,256 | 35,256 | — | $331.13万 | 新建仓 |
| HD | HOME DEPOT INC | $343.18万 | 0.45% | 9,731 | 6,379 | 190.3% | $224.97万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $345.53万 | 0.46% | 75,525 | 4,560 | 6.4% | $20.86万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $346.67万 | 0.46% | 6,804 | 3,022 | 79.9% | $153.97万 | 加仓 |
| OEF | ISHARES TR | $358.63万 | 0.47% | 9,802 | -118 | -1.2% | -$4.32万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $360.17万 | 0.47% | 22,791 | 624 | 2.8% | $9.86万 | 加仓 |
| RTX | RTX CORPORATION | $381.91万 | 0.50% | 20,129 | 13,780 | 217.0% | $261.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $400.26万 | 0.53% | 3,468 | 2,448 | 240.0% | $282.53万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $402.52万 | 0.53% | 69,858 | 66,153 | 1,785.5% | $381.17万 | 加仓 |
| INTC | INTEL CORP | $420.80万 | 0.55% | 30,137 | 8,952 | 42.3% | $125.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $447.82万 | 0.59% | 7,709 | 4,598 | 147.8% | $267.10万 | 加仓 |
| WMT | WALMART INC | $449.17万 | 0.59% | 39,658 | 23,843 | 150.8% | $270.05万 | 加仓 |
| COWZ | PACER FDS TR | $453.54万 | 0.60% | 72,917 | 67,416 | 1,225.5% | $419.33万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $454.40万 | 0.60% | 78,076 | 15,676 | 25.1% | $91.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $457.97万 | 0.60% | 53,165 | 4,595 | 9.5% | $39.58万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $473.33万 | 0.62% | 128,762 | 128,762 | — | $473.33万 | 新建仓 |
| TSLA | TESLA INC | $510.19万 | 0.67% | 12,130 | 9,608 | 381.0% | $404.11万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $513.70万 | 0.68% | 5,491 | 4,026 | 274.8% | $376.65万 | 加仓 |
| GOOG | ALPHABET INC | $520.22万 | 0.69% | 14,723 | 11,482 | 354.3% | $405.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $539.36万 | 0.71% | 32,539 | 14,107 | 76.5% | $233.84万 | 加仓 |
| AVGO | BROADCOM INC | $543.99万 | 0.72% | 14,401 | 11,725 | 438.2% | $442.90万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $561.76万 | 0.74% | 69,301 | 69,301 | — | $561.76万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $562.00万 | 0.74% | 16,342 | -464 | -2.8% | -$15.96万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $607.22万 | 0.80% | 12,135 | 10,219 | 533.4% | $511.35万 | 加仓 |
| GLD | SPDR GOLD TR | $657.37万 | 0.87% | 17,845 | 17,845 | — | $657.37万 | 新建仓 |
| IWF | ISHARES TR | $659.27万 | 0.87% | 53,094 | 4,010 | 8.2% | $49.79万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $661.37万 | 0.87% | 149,091 | -1,019 | -0.7% | -$4.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $664.05万 | 0.87% | 20,287 | 14,807 | 270.2% | $484.68万 | 加仓 |
| ITA | ISHARES TR | $701.37万 | 0.92% | 28,932 | 1,574 | 5.8% | $38.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $713.40万 | 0.94% | 23,535 | 566 | 2.5% | $17.16万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $742.11万 | 0.98% | 1,783,924 | 1,769,774 | 12,507.2% | $736.23万 | 加仓 |
| VO | VANGUARD INDEX FDS | $767.18万 | 1.01% | 95,219 | 1,987 | 2.1% | $16.01万 | 加仓 |
| META | META PLATFORMS INC | $777.09万 | 1.02% | 13,795 | 12,449 | 924.9% | $701.27万 | 加仓 |
| ET | ENERGY TRANSFER L P | $788.62万 | 1.04% | 412,459 | 365,751 | 783.1% | $699.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $795.44万 | 1.05% | 250,849 | 36,528 | 17.0% | $115.83万 | 加仓 |
| LLY | ELI LILLY & CO | $798.76万 | 1.05% | 6,660 | 4,340 | 187.1% | $520.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $850.86万 | 1.12% | 33,502 | 27,212 | 432.6% | $691.11万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $851.48万 | 1.12% | 39,071 | 5,236 | 15.5% | $114.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $864.54万 | 1.14% | 36,537 | 12,033 | 49.1% | $284.73万 | 加仓 |
| GOOGL | ALPHABET INC | $882.58万 | 1.16% | 24,697 | 16,329 | 195.1% | $583.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $901.65万 | 1.19% | 12,074 | 2,968 | 32.6% | $221.64万 | 加仓 |
| — | EXXON MOBIL CORP | $956.78万 | 1.26% | 69,981 | 38,273 | 120.7% | $523.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $977.10万 | 1.29% | 118,235 | 113,683 | 2,497.4% | $939.48万 | 加仓 |
| ABBV | ABBVIE INC | $1,004.92万 | 1.32% | 39,935 | 35,260 | 754.2% | $887.28万 | 加仓 |
| TRGP | TARGA RES CORP | $1,028.06万 | 1.35% | 38,340 | 38,340 | — | $1,028.06万 | 新建仓 |
| IAU | ISHARES GOLD TR | $1,035.75万 | 1.36% | 137,167 | 65,594 | 91.6% | $495.30万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,354.90万 | 1.78% | 190,161 | -1,323 | -0.7% | -$9.43万 | 减仓 |
| AMZN | AMAZON COM INC | $1,490.65万 | 1.96% | 62,543 | 39,364 | 169.8% | $938.20万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,806.73万 | 2.38% | 374,997 | 374,997 | — | $1,806.73万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,906.36万 | 2.51% | 51,106 | 37,274 | 269.5% | $1,390.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,144.86万 | 2.82% | 107,195 | 61,731 | 135.8% | $1,235.17万 | 加仓 |
| AAPL | APPLE INC | $2,285.28万 | 3.01% | 78,977 | 49,432 | 167.3% | $1,430.37万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $3,362.45万 | 4.43% | 971,806 | 737,414 | 314.6% | $2,551.45万 | 加仓 |