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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $76.31万 | 0.10% | 2,603 | 2,603 | — | $76.31万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $75.92万 | 0.10% | 3,057 | 522 | 20.6% | $12.96万 | 加仓 |
| CTAS | CINTAS CORP | $75.22万 | 0.10% | 4,423 | 4,423 | — | $75.22万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $74.15万 | 0.10% | 3,121 | 1,068 | 52.0% | $25.37万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $73.77万 | 0.10% | 45,035 | 45,035 | — | $73.77万 | 新建仓 |
| BX | BLACKSTONE INC | $73.52万 | 0.10% | 6,248 | 4,942 | 378.4% | $58.15万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $72.72万 | 0.10% | 4,844 | -1,316 | -21.4% | -$19.76万 | 减仓 |
| NOW | SERVICENOW INC | $72.36万 | 0.10% | 7,288 | 7,288 | — | $72.36万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $72.30万 | 0.10% | 2,041 | 1,430 | 234.0% | $50.66万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $72.27万 | 0.10% | 2,670 | -80 | -2.9% | -$2.17万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.84万 | 0.09% | 1,413 | 556 | 64.9% | $27.88万 | 加仓 |
| MDT | MEDTRONIC PLC | $70.81万 | 0.09% | 9,051 | 9,051 | — | $70.81万 | 新建仓 |
| C | CITIGROUP INC | $70.76万 | 0.09% | 5,056 | 2,754 | 119.6% | $38.54万 | 加仓 |
| STE | STERIS PLC | $70.34万 | 0.09% | 3,340 | 3,340 | — | $70.34万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $69.49万 | 0.09% | 34,121 | 17,356 | 103.5% | $35.35万 | 加仓 |
| WMB | WILLIAMS COS INC | $69.47万 | 0.09% | 9,345 | 4,499 | 92.8% | $33.44万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $68.63万 | 0.09% | 21,468 | 21,468 | — | $68.63万 | 新建仓 |
| POWL | POWELL INDS INC | $66.59万 | 0.09% | 2,325 | 2,325 | — | $66.59万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $65.97万 | 0.09% | 7,009 | 7,009 | — | $65.97万 | 新建仓 |
| VST | VISTRA CORP | $65.74万 | 0.09% | 4,144 | 641 | 18.3% | $10.17万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $65.41万 | 0.09% | 8,009 | 8,009 | — | $65.41万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $65.19万 | 0.09% | 7,111 | 7,111 | — | $65.19万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $64.41万 | 0.08% | 1,741 | 523 | 42.9% | $19.35万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $63.85万 | 0.08% | 7,212 | 175 | 2.5% | $1.55万 | 加仓 |
| XEL | XCEL ENERGY INC | $63.45万 | 0.08% | 7,902 | 1,930 | 32.3% | $15.50万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $63.44万 | 0.08% | 657 | 657 | — | $63.44万 | 新建仓 |
| DVY | ISHARES TR | $62.41万 | 0.08% | 3,993 | -23 | -0.6% | -$3,595 | 减仓 |
| RIO | RIO TINTO PLC | $61.93万 | 0.08% | 6,524 | 2,742 | 72.5% | $26.03万 | 加仓 |
| USB | US BANCORP | $61.38万 | 0.08% | 10,163 | 10,163 | — | $61.38万 | 新建仓 |
| ADBE | ADOBE INC | $61.05万 | 0.08% | 2,978 | 2,978 | — | $61.05万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $61.04万 | 0.08% | 26,959 | 26,959 | — | $61.04万 | 新建仓 |
| SGOV | ISHARES TR | $60.99万 | 0.08% | 6,059 | 6,059 | — | $60.99万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $60.94万 | 0.08% | 359 | 359 | — | $60.94万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $60.15万 | 0.08% | 11,864 | 11,864 | — | $60.15万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $60.01万 | 0.08% | 12,332 | 12,332 | — | $60.01万 | 新建仓 |
| NFLX | NETFLIX INC. | $59.57万 | 0.08% | 8,343 | 5,331 | 177.0% | $38.06万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $58.65万 | 0.08% | 12,286 | 12,286 | — | $58.65万 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $58.63万 | 0.08% | 41,490 | 41,490 | — | $58.63万 | 新建仓 |
| PPL | PPL CORP | $58.58万 | 0.08% | 16,115 | 3,591 | 28.7% | $13.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $58.49万 | 0.08% | 7,967 | 7,967 | — | $58.49万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $58.39万 | 0.08% | 14,550 | -87 | -0.6% | -$3,491 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $58.37万 | 0.08% | 5,669 | 5,669 | — | $58.37万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $58.27万 | 0.08% | 2,606 | 2,606 | — | $58.27万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $57.54万 | 0.08% | 3,310 | 3,310 | — | $57.54万 | 新建仓 |
| EXC | EXELON CORP | $57.00万 | 0.08% | 12,226 | 2,295 | 23.1% | $10.70万 | 加仓 |
| EVRG | EVERGY INC | $56.87万 | 0.07% | 6,580 | 3,731 | 131.0% | $32.25万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $55.78万 | 0.07% | 13,725 | -37 | -0.3% | -$1,504 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $55.72万 | 0.07% | 6,051 | 3,249 | 116.0% | $29.92万 | 加仓 |
| AEE | AMEREN CORP | $55.62万 | 0.07% | 4,920 | 879 | 21.8% | $9.94万 | 加仓 |
| MO | ALTRIA GROUP INC | $55.26万 | 0.07% | 7,680 | 912 | 13.5% | $6.56万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $55.09万 | 0.07% | 7,221 | 3,483 | 93.2% | $26.57万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $54.75万 | 0.07% | 1,544 | 1,544 | — | $54.75万 | 新建仓 |
| EFA | ISHARES TR | $54.68万 | 0.07% | 5,264 | 5,264 | — | $54.68万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $54.42万 | 0.07% | 6,190 | 100 | 1.6% | $8,791 | 加仓 |
| WM | WASTE MGMT INC DEL | $54.17万 | 0.07% | 2,430 | 2,430 | — | $54.17万 | 新建仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $53.59万 | 0.07% | 18,802 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $53.05万 | 0.07% | 979 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $52.97万 | 0.07% | 5,975 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $52.78万 | 0.07% | 730 | 9 | 1.2% | $6,507 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.65万 | 0.07% | 1,060 | 1,060 | — | $52.65万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $52.48万 | 0.07% | 2,287 | 2,287 | — | $52.48万 | 新建仓 |
| INTU | INTUIT | $52.12万 | 0.07% | 1,997 | 1,997 | — | $52.12万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $52.05万 | 0.07% | 15,253 | -36 | -0.2% | -$1,228 | 减仓 |
| PGR | PROGRESSIVE CORP | $51.60万 | 0.07% | 2,362 | 2,362 | — | $51.60万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $51.49万 | 0.07% | 2,846 | 2,846 | — | $51.49万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $51.24万 | 0.07% | 9,965 | 3,600 | 56.6% | $18.51万 | 加仓 |
| VPU | VANGUARD WORLD FD | $50.65万 | 0.07% | 2,588 | -20 | -0.8% | -$3,915 | 减仓 |
| SPAB | SPDR SERIES TRUST | $50.43万 | 0.07% | 19,761 | 19,761 | — | $50.43万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $49.94万 | 0.07% | 22,865 | 7,089 | 44.9% | $15.48万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $49.91万 | 0.07% | 3,624 | 3,624 | — | $49.91万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $49.90万 | 0.07% | 4,201 | 0 | 0.0% | — | 不变 |
| STBA | S & T BANCORP INC | $49.42万 | 0.07% | 10,068 | 10,068 | — | $49.42万 | 新建仓 |
| SOXX | ISHARES TR | $49.35万 | 0.06% | 770 | 770 | — | $49.35万 | 新建仓 |
| MS | MORGAN STANLEY | $49.13万 | 0.06% | 2,350 | 2,350 | — | $49.13万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $48.59万 | 0.06% | 11,034 | 2,030 | 22.5% | $8.94万 | 加仓 |
| VFH | VANGUARD WORLD FD | $48.18万 | 0.06% | 3,661 | -30 | -0.8% | -$3,948 | 减仓 |
| ANET | ARISTA NETWORKS INC | $47.60万 | 0.06% | 2,802 | 2,802 | — | $47.60万 | 新建仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $47.32万 | 0.06% | 1,645 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $46.69万 | 0.06% | 2,876 | 1,010 | 54.1% | $16.40万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $46.56万 | 0.06% | 3,643 | -5,483 | -60.1% | -$70.08万 | 减仓 |
| HSY | HERSHEY CO | $46.53万 | 0.06% | 2,652 | 2,652 | — | $46.53万 | 新建仓 |
| NI | NISOURCE INC | $46.48万 | 0.06% | 9,775 | 1,568 | 19.1% | $7.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $45.76万 | 0.06% | 4,256 | 590 | 16.1% | $6.34万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $45.76万 | 0.06% | 6,341 | 6,341 | — | $45.76万 | 新建仓 |
| CLSK | CLEANSPARK INC | $45.69万 | 0.06% | 31,405 | 5,055 | 19.2% | $7.36万 | 加仓 |
| IDCC | INTERDIGITAL INC | $45.41万 | 0.06% | 1,604 | 1,604 | — | $45.41万 | 新建仓 |
| OKE | ONEOK INC NEW | $45.25万 | 0.06% | 5,205 | 5,205 | — | $45.25万 | 新建仓 |
| CMS | CMS ENERGY CORP | $45.13万 | 0.06% | 5,899 | 612 | 11.6% | $4.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $44.76万 | 0.06% | 5,094 | 5,094 | — | $44.76万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $44.74万 | 0.06% | 9,487 | 9,487 | — | $44.74万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $44.69万 | 0.06% | 3,931 | 3,931 | — | $44.69万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $44.40万 | 0.06% | 1,326 | 1,326 | — | $44.40万 | 新建仓 |
| ZTS | ZOETIS INC | $43.73万 | 0.06% | 6,086 | 6,086 | — | $43.73万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $43.52万 | 0.06% | 10,533 | 5,478 | 108.4% | $22.64万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $43.34万 | 0.06% | 1,185 | 235 | 24.7% | $8.59万 | 加仓 |
| DEM | WISDOMTREE TR | $43.27万 | 0.06% | 8,044 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $43.17万 | 0.06% | 2,628 | 600 | 29.6% | $9.86万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $43.12万 | 0.06% | 13,640 | 13,640 | — | $43.12万 | 新建仓 |
| URI | UNITED RENTALS INC | $42.74万 | 0.06% | 377 | 377 | — | $42.74万 | 新建仓 |
| DEO | DIAGEO PLC | $41.83万 | 0.06% | 5,204 | 5,204 | — | $41.83万 | 新建仓 |