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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $52.66万 | 0.20% | 3,503 | 3,503 | — | $52.66万 | 新建仓 |
| ORCL | ORACLE CORP | $52.31万 | 0.20% | 3,556 | -21 | -0.6% | -$3,089 | 减仓 |
| VPU | VANGUARD WORLD FD | $51.67万 | 0.20% | 2,608 | 25 | 1.0% | $4,953 | 加仓 |
| AXON | AXON ENTERPRISE INC | $51.01万 | 0.19% | 1,201 | 1 | 0.1% | $425 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $50.84万 | 0.19% | 2,750 | 0 | 0.0% | — | 不变 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $50.61万 | 0.19% | 18,802 | 78 | 0.4% | $2,099 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $49.26万 | 0.19% | 15,289 | 397 | 2.7% | $1.28万 | 加仓 |
| EXC | EXELON CORP | $48.68万 | 0.19% | 9,931 | 9,931 | — | $48.68万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $48.11万 | 0.18% | 440 | 76 | 20.9% | $8.31万 | 加仓 |
| PPL | PPL CORP | $47.84万 | 0.18% | 12,524 | 12,524 | — | $47.84万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $47.55万 | 0.18% | 13,762 | 413 | 3.1% | $1.43万 | 加仓 |
| XEL | XCEL ENERGY INC | $47.44万 | 0.18% | 5,972 | 5,972 | — | $47.44万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $46.68万 | 0.18% | 4,201 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $45.58万 | 0.17% | 3,789 | 361 | 10.5% | $4.34万 | 加仓 |
| MGK | VANGUARD WORLD FD | $44.75万 | 0.17% | 1,218 | 85 | 7.5% | $3.12万 | 加仓 |
| MO | ALTRIA GROUP INC | $44.67万 | 0.17% | 6,768 | 103 | 1.5% | $6,797 | 加仓 |
| VFH | VANGUARD WORLD FD | $44.59万 | 0.17% | 3,691 | -100 | -2.6% | -$1.21万 | 减仓 |
| AEE | AMEREN CORP | $44.42万 | 0.17% | 4,041 | 4,041 | — | $44.42万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $44.19万 | 0.17% | 1,389 | 1,389 | — | $44.19万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $44.02万 | 0.17% | 881 | 138 | 18.6% | $6.90万 | 加仓 |
| PTNQ | PACER FDS TR | $43.59万 | 0.17% | 5,975 | -800 | -11.8% | -$5.84万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $43.38万 | 0.17% | 2,053 | -41 | -2.0% | -$8,664 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $42.12万 | 0.16% | 857 | 59 | 7.4% | $2.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $41.30万 | 0.16% | 2,127 | 2,127 | — | $41.30万 | 新建仓 |
| — | HONEYWELL INTL INC | $41.10万 | 0.16% | 1,819 | 100 | 5.8% | $2.26万 | 加仓 |
| CMS | CMS ENERGY CORP | $41.01万 | 0.16% | 5,287 | 5,287 | — | $41.01万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $40.37万 | 0.15% | 2,795 | -178 | -6.0% | -$2.57万 | 减仓 |
| DEM | WISDOMTREE TR | $39.97万 | 0.15% | 8,044 | -212 | -2.6% | -$1.05万 | 减仓 |
| BA | BOEING CO | $39.83万 | 0.15% | 2,001 | 216 | 12.1% | $4.30万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $39.78万 | 0.15% | 6,494 | 262 | 4.2% | $1.61万 | 加仓 |
| GEV | GE VERNOVA INC | $39.29万 | 0.15% | 450 | -37 | -7.6% | -$3.23万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $39.24万 | 0.15% | 1,451 | 1,451 | — | $39.24万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $39.07万 | 0.15% | 1,218 | 129 | 11.8% | $4.14万 | 加仓 |
| PFE | PFIZER INC | $39.00万 | 0.15% | 13,888 | 453 | 3.4% | $1.27万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $38.90万 | 0.15% | 651 | 651 | — | $38.90万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $38.86万 | 0.15% | 9,004 | 9,004 | — | $38.86万 | 新建仓 |
| NI | NISOURCE INC | $38.29万 | 0.15% | 8,207 | 8,207 | — | $38.29万 | 新建仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $37.68万 | 0.14% | 1,645 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $36.24万 | 0.14% | 4,552 | 235 | 5.4% | $1.87万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $36.07万 | 0.14% | 3,666 | 594 | 19.3% | $5.84万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $35.48万 | 0.13% | 15,776 | 15,776 | — | $35.48万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $35.32万 | 0.13% | 1,102 | -27 | -2.4% | -$8,655 | 减仓 |
| RIO | RIO TINTO PLC | $35.28万 | 0.13% | 3,782 | 300 | 8.6% | $2.80万 | 加仓 |
| WMB | WILLIAMS COS INC | $35.27万 | 0.13% | 4,846 | 56 | 1.2% | $4,076 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.95万 | 0.13% | 2,669 | 2,669 | — | $34.95万 | 新建仓 |
| SHOP | SHOPIFY INC | $34.70万 | 0.13% | 2,925 | 160 | 5.8% | $1.90万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.47万 | 0.13% | 1,020 | 1,020 | — | $34.47万 | 新建仓 |
| SUSA | ISHARES TR | $34.45万 | 0.13% | 2,608 | 87 | 3.5% | $1.15万 | 加仓 |
| COWZ | PACER FDS TR | $34.41万 | 0.13% | 5,501 | 958 | 21.1% | $5.99万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $34.24万 | 0.13% | 16,765 | 16,765 | — | $34.24万 | 新建仓 |
| IVV | ISHARES TR | $33.31万 | 0.13% | 510 | -49 | -8.8% | -$3.20万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $32.75万 | 0.12% | 949 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $32.23万 | 0.12% | 1,866 | 1,866 | — | $32.23万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.08万 | 0.12% | 2,193 | 2,193 | — | $32.08万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $31.62万 | 0.12% | 3,906 | 3,906 | — | $31.62万 | 新建仓 |
| DTE | DTE ENERGY CO | $30.09万 | 0.11% | 2,058 | 2,058 | — | $30.09万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $30.04万 | 0.11% | 8,397 | 200 | 2.4% | $7,156 | 加仓 |
| AFL | AFLAC INC | $30.02万 | 0.11% | 2,736 | -55 | -2.0% | -$6,034 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $29.67万 | 0.11% | 8,780 | 209 | 2.4% | $7,062 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $29.47万 | 0.11% | 2,546 | 2,546 | — | $29.47万 | 新建仓 |
| D | DOMINION ENERGY INC | $29.45万 | 0.11% | 4,763 | 4,763 | — | $29.45万 | 新建仓 |
| NFLX | NETFLIX INC. | $28.96万 | 0.11% | 3,012 | 212 | 7.6% | $2.04万 | 加仓 |
| ITOT | ISHARES TR | $28.88万 | 0.11% | 2,028 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $28.71万 | 0.11% | 950 | 180 | 23.4% | $5.44万 | 加仓 |
| SMH | VANECK ETF TRUST | $28.69万 | 0.11% | 748 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $28.40万 | 0.11% | 215 | 15 | 7.5% | $1.98万 | 加仓 |
| GE | GE AEROSPACE | $28.00万 | 0.11% | 987 | -80 | -7.5% | -$2.27万 | 减仓 |
| OGE | OGE ENERGY CORP | $27.62万 | 0.11% | 5,758 | 5,758 | — | $27.62万 | 新建仓 |
| RS | RELIANCE INC | $27.38万 | 0.10% | 901 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.84万 | 0.10% | 2,614 | 286 | 12.3% | $2.94万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $26.83万 | 0.10% | 3,738 | 3,738 | — | $26.83万 | 新建仓 |
| UNP | UNION PAC CORP | $26.62万 | 0.10% | 1,097 | -20 | -1.8% | -$4,852 | 减仓 |
| IWP | ISHARES TR | $26.61万 | 0.10% | 2,077 | 556 | 36.6% | $7.12万 | 加仓 |
| QCOM | QUALCOMM INC | $26.54万 | 0.10% | 2,061 | 166 | 8.8% | $2.14万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $26.45万 | 0.10% | 2,625 | 108 | 4.3% | $1.09万 | 加仓 |
| C | CITIGROUP INC | $26.11万 | 0.10% | 2,302 | -192 | -7.7% | -$2.18万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $25.87万 | 0.10% | 2,802 | -104 | -3.6% | -$9,600 | 减仓 |
| BRC | BRADY CORP | $25.60万 | 0.10% | 3,151 | 3,151 | — | $25.60万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $25.54万 | 0.10% | 1,303 | 50 | 4.0% | $9,799 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $25.44万 | 0.10% | 5,055 | 5,055 | — | $25.44万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.24万 | 0.10% | 2,853 | 2,853 | — | $25.24万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $24.64万 | 0.09% | 721 | -162 | -18.3% | -$5.54万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $24.20万 | 0.09% | 1,313 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $23.97万 | 0.09% | 2,676 | 2,676 | — | $23.97万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $23.91万 | 0.09% | 6,365 | 31 | 0.5% | $1,165 | 加仓 |
| FDX | FEDEX CORP | $23.72万 | 0.09% | 666 | 666 | — | $23.72万 | 新建仓 |
| BN | BROOKFIELD CORP | $23.46万 | 0.09% | 5,796 | 5,796 | — | $23.46万 | 新建仓 |
| EVRG | EVERGY INC | $23.34万 | 0.09% | 2,849 | 2,849 | — | $23.34万 | 新建仓 |
| APP | APPLOVIN CORP | $23.08万 | 0.09% | 580 | 580 | — | $23.08万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $22.93万 | 0.09% | 1,685 | 1,685 | — | $22.93万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $22.92万 | 0.09% | 336 | 336 | — | $22.92万 | 新建仓 |
| IYW | ISHARES TR | $22.88万 | 0.09% | 1,261 | 20 | 1.6% | $3,628 | 加仓 |
| — | HERON THERAPEUTICS INC | $22.85万 | 0.09% | 285,609 | 285,609 | — | $22.85万 | 新建仓 |
| NRG | NRG ENERGY INC | $22.85万 | 0.09% | 1,564 | 1,564 | — | $22.85万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $22.83万 | 0.09% | 2,435 | -18 | -0.7% | -$1,687 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.47万 | 0.09% | 3,705 | -170 | -4.4% | -$1.03万 | 减仓 |
| CLSK | CLEANSPARK INC | $22.42万 | 0.09% | 26,350 | 9,750 | 58.7% | $8.30万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $22.37万 | 0.09% | 2,793 | 408 | 17.1% | $3.27万 | 加仓 |
| TGT | TARGET CORP | $22.35万 | 0.09% | 1,844 | 1,844 | — | $22.35万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $22.33万 | 0.08% | 685 | 0 | 0.0% | — | 不变 |