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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $41.75万 | 0.05% | 3,299 | 630 | 23.6% | $7.97万 | 加仓 |
| TJX | TJX COS INC NEW | $41.60万 | 0.05% | 2,746 | 1,480 | 116.9% | $22.42万 | 加仓 |
| PAYX | PAYCHEX INC | $40.93万 | 0.05% | 4,162 | 4,162 | — | $40.93万 | 新建仓 |
| APP | APPLOVIN CORP | $40.65万 | 0.05% | 789 | 209 | 36.0% | $10.77万 | 加仓 |
| SUSA | ISHARES TR | $40.24万 | 0.05% | 2,608 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $40.05万 | 0.05% | 2,524 | 2,524 | — | $40.05万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $39.90万 | 0.05% | 21,534 | 21,534 | — | $39.90万 | 新建仓 |
| YUM | YUM BRANDS INC | $39.57万 | 0.05% | 2,475 | 2,475 | — | $39.57万 | 新建仓 |
| LOW | LOWES COS INC | $39.31万 | 0.05% | 1,783 | 1,783 | — | $39.31万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $39.15万 | 0.05% | 9,173 | 9,173 | — | $39.15万 | 新建仓 |
| IYW | ISHARES TR | $39.07万 | 0.05% | 1,549 | 288 | 22.8% | $7.26万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $39.06万 | 0.05% | 626 | 626 | — | $39.06万 | 新建仓 |
| COR | CENCORA INC | $38.99万 | 0.05% | 1,378 | 1,378 | — | $38.99万 | 新建仓 |
| D | DOMINION ENERGY INC | $38.88万 | 0.05% | 5,693 | 930 | 19.5% | $6.35万 | 加仓 |
| SHOP | SHOPIFY INC | $38.80万 | 0.05% | 3,398 | 473 | 16.2% | $5.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $38.72万 | 0.05% | 2,323 | 2,323 | — | $38.72万 | 新建仓 |
| DTE | DTE ENERGY CO | $38.66万 | 0.05% | 2,537 | 479 | 23.3% | $7.30万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $38.47万 | 0.05% | 5,212 | 5,212 | — | $38.47万 | 新建仓 |
| VRSN | VERISIGN INC | $38.04万 | 0.05% | 1,512 | 1,512 | — | $38.04万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $37.35万 | 0.05% | 8,732 | -48 | -0.5% | -$2,053 | 减仓 |
| IBB | ISHARES TR | $37.30万 | 0.05% | 1,961 | 1,961 | — | $37.30万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.26万 | 0.05% | 896 | 896 | — | $37.26万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $37.23万 | 0.05% | 4,587 | 681 | 17.4% | $5.53万 | 加仓 |
| CLX | CLOROX CO DEL | $36.81万 | 0.05% | 3,857 | 3,857 | — | $36.81万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $36.64万 | 0.05% | 6,488 | 6,488 | — | $36.64万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $36.52万 | 0.05% | 6,572 | 6,572 | — | $36.52万 | 新建仓 |
| FDX | FEDEX CORP | $36.35万 | 0.05% | 1,161 | 495 | 74.3% | $15.50万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $36.19万 | 0.05% | 3,305 | 3,305 | — | $36.19万 | 新建仓 |
| COP | CONOCOPHILLIPS | $36.08万 | 0.05% | 3,470 | 3,470 | — | $36.08万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $36.07万 | 0.05% | 3,753 | 3,753 | — | $36.07万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $35.65万 | 0.05% | 8,355 | -42 | -0.5% | -$1,792 | 减仓 |
| MUSA | MURPHY USA INC | $34.84万 | 0.05% | 647 | 647 | — | $34.84万 | 新建仓 |
| TLH | ISHARES TR | $34.46万 | 0.05% | 3,434 | 3,434 | — | $34.46万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $34.29万 | 0.05% | 5,580 | 5,580 | — | $34.29万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $34.27万 | 0.05% | 1,850 | 1,850 | — | $34.27万 | 新建仓 |
| IWP | ISHARES TR | $34.22万 | 0.05% | 2,337 | 260 | 12.5% | $3.81万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $33.89万 | 0.04% | 1,715 | 402 | 30.6% | $7.94万 | 加仓 |
| INCY | INCYTE CORP | $33.74万 | 0.04% | 2,976 | 2,976 | — | $33.74万 | 新建仓 |
| RS | RELIANCE INC | $33.70万 | 0.04% | 902 | 1 | 0.1% | $374 | 加仓 |
| IREN | IREN LIMITED | $33.66万 | 0.04% | 7,360 | 1,285 | 21.2% | $5.88万 | 加仓 |
| CVS | CVS HEALTH CORP | $33.50万 | 0.04% | 3,238 | 3,238 | — | $33.50万 | 新建仓 |
| DOW | DOW HLDGS INC | $33.34万 | 0.04% | 12,184 | 12,184 | — | $33.34万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $32.78万 | 0.04% | 6,748 | 6,748 | — | $32.78万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $32.66万 | 0.04% | 428 | 428 | — | $32.66万 | 新建仓 |
| T | AT&T INC | $32.57万 | 0.04% | 15,736 | 15,736 | — | $32.57万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $32.51万 | 0.04% | 3,198 | 3,198 | — | $32.51万 | 新建仓 |
| VICI | VICI PPTYS INC | $32.34万 | 0.04% | 12,180 | 12,180 | — | $32.34万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $32.31万 | 0.04% | 3,461 | 608 | 21.3% | $5.68万 | 加仓 |
| OGE | OGE ENERGY CORP | $32.15万 | 0.04% | 6,607 | 849 | 14.7% | $4.13万 | 加仓 |
| AFL | AFLAC INC | $32.08万 | 0.04% | 2,736 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC | $31.85万 | 0.04% | 25,300 | 25,300 | — | $31.85万 | 新建仓 |
| IWM | ISHARES TR | $31.85万 | 0.04% | 1,060 | 1,060 | — | $31.85万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $31.71万 | 0.04% | 7,345 | 7,345 | — | $31.71万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $31.70万 | 0.04% | 496 | -955 | -65.8% | -$61.04万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $31.64万 | 0.04% | 8,590 | 8,590 | — | $31.64万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $31.60万 | 0.04% | 6,259 | 6,259 | — | $31.60万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $31.43万 | 0.04% | 1,026 | 208 | 25.4% | $6.37万 | 加仓 |
| GCOW | PACER FDS TR | $31.15万 | 0.04% | 7,194 | 7,194 | — | $31.15万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $31.11万 | 0.04% | 2,192 | 2,192 | — | $31.11万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.79万 | 0.04% | 3,427 | 3,427 | — | $30.79万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $30.74万 | 0.04% | 604 | 268 | 79.8% | $13.64万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $30.66万 | 0.04% | 2,150 | 2,150 | — | $30.66万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $30.03万 | 0.04% | 1,417 | 114 | 8.7% | $2.42万 | 加仓 |
| IWO | ISHARES TR | $29.59万 | 0.04% | 751 | 63 | 9.2% | $2.48万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $29.57万 | 0.04% | 2,024 | 2,024 | — | $29.57万 | 新建仓 |
| IYG | ISHARES TR | $29.24万 | 0.04% | 3,232 | 3,232 | — | $29.24万 | 新建仓 |
| BN | BROOKFIELD CORP | $28.97万 | 0.04% | 6,802 | 1,006 | 17.4% | $4.28万 | 加仓 |
| BRC | BRADY CORP | $28.94万 | 0.04% | 3,161 | 10 | 0.3% | $916 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $28.79万 | 0.04% | 2,691 | 66 | 2.5% | $7,062 | 加仓 |
| O | REALTY INCOME CORP | $28.68万 | 0.04% | 4,629 | 4,629 | — | $28.68万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $28.62万 | 0.04% | 2,325 | 1,002 | 75.7% | $12.33万 | 重新持有 |
| BLK | BLACKROCK INC | $28.42万 | 0.04% | 296 | 296 | — | $28.42万 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III | $28.13万 | 0.04% | 15,731 | 15,731 | — | $28.13万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $28.05万 | 0.04% | 3,671 | 3,671 | — | $28.05万 | 新建仓 |
| NRG | NRG ENERGY INC | $27.62万 | 0.04% | 1,891 | 327 | 20.9% | $4.78万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $27.40万 | 0.04% | 810 | 117 | 16.9% | $3.96万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.10万 | 0.04% | 6,154 | 6,154 | — | $27.10万 | 新建仓 |
| MMM | 3M CO | $26.95万 | 0.04% | 1,664 | 1,664 | — | $26.95万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $26.89万 | 0.04% | 3,238 | 3,238 | — | $26.89万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.86万 | 0.04% | 1,031 | 211 | 25.7% | $5.50万 | 加仓 |
| MDU | MDU RES GROUP INC | $26.81万 | 0.04% | 12,638 | 1,982 | 18.6% | $4.20万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $26.78万 | 0.04% | 3,346 | 3,346 | — | $26.78万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $26.70万 | 0.04% | 2,952 | 159 | 5.7% | $1.44万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $26.64万 | 0.04% | 796 | -74 | -8.5% | -$2.48万 | 重新持有 |
| MP | MP MATERIALS CORP | $26.63万 | 0.04% | 4,754 | 4,754 | — | $26.63万 | 新建仓 |
| PICK | ISHARES INC | $26.41万 | 0.03% | 4,542 | 4,542 | — | $26.41万 | 新建仓 |
| DDOG | DATADOG INC | $26.40万 | 0.03% | 1,014 | 1,014 | — | $26.40万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $26.19万 | 0.03% | 17,975 | 17,975 | — | $26.19万 | 新建仓 |
| XME | SPDR SERIES TRUST | $25.96万 | 0.03% | 2,428 | 2,428 | — | $25.96万 | 新建仓 |
| IWS | ISHARES TR | $25.73万 | 0.03% | 1,563 | 125 | 8.7% | $2.06万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $25.47万 | 0.03% | 13,712 | 13,712 | — | $25.47万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $25.43万 | 0.03% | 2,392 | -43 | -1.8% | -$4,571 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $24.95万 | 0.03% | 1,152 | 1,152 | — | $24.95万 | 新建仓 |
| TGT | TARGET CORP | $24.75万 | 0.03% | 1,895 | 51 | 2.8% | $6,660 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $24.68万 | 0.03% | 6,327 | 6,327 | — | $24.68万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $24.65万 | 0.03% | 1,507 | 1,507 | — | $24.65万 | 新建仓 |
| ILMN | ILLUMINA INC | $24.63万 | 0.03% | 1,401 | 1,401 | — | $24.63万 | 新建仓 |
| GSK | GSK PLC | $24.47万 | 0.03% | 4,669 | 4,669 | — | $24.47万 | 新建仓 |
| SN | SHARKNINJA INC | $24.36万 | 0.03% | 1,600 | 1,600 | — | $24.36万 | 新建仓 |
| PLD | PROLOGIS INC. | $24.31万 | 0.03% | 1,794 | 1,794 | — | $24.31万 | 新建仓 |