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 |
|---|---|---|---|---|---|---|---|---|
| MDU | MDU RES GROUP INC | $22.08万 | 0.08% | 10,656 | 10,656 | — | $22.08万 | 新建仓 |
| NEM | NEWMONT CORP | $21.62万 | 0.08% | 1,997 | 1,997 | — | $21.62万 | 新建仓 |
| IWO | ISHARES TR | $21.59万 | 0.08% | 688 | 18 | 2.7% | $5,649 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $21.32万 | 0.08% | 1,183 | 1,183 | — | $21.32万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $21.23万 | 0.08% | 6,552 | 6,552 | — | $21.23万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $21.08万 | 0.08% | 1,034 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $21.05万 | 0.08% | 818 | 22 | 2.8% | $5,662 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $20.97万 | 0.08% | 611 | 611 | — | $20.97万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.96万 | 0.08% | 693 | -28 | -3.9% | -$8,469 | 减仓 |
| IWS | ISHARES TR | $20.96万 | 0.08% | 1,438 | 1,438 | — | $20.96万 | 新建仓 |
| IREN | IREN LIMITED | $20.83万 | 0.08% | 6,075 | 6,075 | — | $20.83万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $20.56万 | 0.08% | 7,734 | 7,734 | — | $20.56万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.53万 | 0.08% | 3,492 | 3,492 | — | $20.53万 | 新建仓 |
| EFV | ISHARES TR | $20.52万 | 0.08% | 2,760 | 2,760 | — | $20.52万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $20.33万 | 0.08% | 11,453 | 11,453 | — | $20.33万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.26万 | 0.08% | 820 | 820 | — | $20.26万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.22万 | 0.08% | 1,266 | 1,266 | — | $20.22万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $20.14万 | 0.08% | 2,857 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.11万 | 0.08% | 4,525 | 4,525 | — | $20.11万 | 新建仓 |
| APH | AMPHENOL CORP | $20.10万 | 0.08% | 1,591 | -149 | -8.6% | -$1.88万 | 减仓 |
| PCG | PG&E CORP | $18.03万 | 0.07% | 10,260 | 10,260 | — | $18.03万 | 新建仓 |
| RKT | ROCKET COS INC | $14.25万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $13.64万 | 0.05% | 11,816 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NE | $12.33万 | 0.05% | 45,000 | 45,000 | — | $12.33万 | 新建仓 |
| NEOG | NEOGEN CORP | $9.29万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.97万 | 0.02% | 14,150 | -1,000 | -6.6% | -$3,510 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -862 | -100.0% | -$23.20万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |