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 |
|---|---|---|---|---|---|---|---|---|
| COKE | COCA COLA CONS INC | $24.15万 | 0.03% | 1,265 | 1,265 | — | $24.15万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $23.97万 | 0.03% | 3,565 | 3,565 | — | $23.97万 | 新建仓 |
| MATX | MATSON INC | $23.91万 | 0.03% | 1,244 | 1,244 | — | $23.91万 | 新建仓 |
| IGLB | ISHARES TR | $23.13万 | 0.03% | 4,623 | 4,623 | — | $23.13万 | 新建仓 |
| YOU | CLEAR SECURE INC | $23.06万 | 0.03% | 4,138 | 4,138 | — | $23.06万 | 新建仓 |
| PCG | PG&E CORP | $23.05万 | 0.03% | 13,702 | 3,442 | 33.5% | $5.79万 | 加仓 |
| GWW | WW GRAINGER INC | $23.01万 | 0.03% | 169 | 169 | — | $23.01万 | 新建仓 |
| MET | METLIFE INC | $22.95万 | 0.03% | 2,713 | 2,713 | — | $22.95万 | 新建仓 |
| NTRA | NATERA INC | $22.80万 | 0.03% | 840 | 840 | — | $22.80万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $22.77万 | 0.03% | 1,135 | 1,135 | — | $22.77万 | 新建仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $22.70万 | 0.03% | 5,783 | 5,783 | — | $22.70万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $22.69万 | 0.03% | 1,184 | 1,184 | — | $22.69万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $22.64万 | 0.03% | 1,930 | 1,930 | — | $22.64万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $22.63万 | 0.03% | 773 | 773 | — | $22.63万 | 新建仓 |
| DFGR | DIMENSIONAL ETF TRUST | $22.41万 | 0.03% | 7,736 | 2 | 0.0% | $58 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.28万 | 0.03% | 2,695 | 2,695 | — | $22.28万 | 新建仓 |
| VTR | VENTAS INC | $22.24万 | 0.03% | 2,505 | 2,505 | — | $22.24万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $22.14万 | 0.03% | 5,810 | 5,810 | — | $22.14万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.09万 | 0.03% | 864 | 864 | — | $22.09万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.88万 | 0.03% | 442 | 442 | — | $21.88万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.85万 | 0.03% | 1,147 | 1,147 | — | $21.85万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $21.79万 | 0.03% | 2,798 | 2,798 | — | $21.79万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $21.78万 | 0.03% | 2,703 | 2,703 | — | $21.78万 | 新建仓 |
| RXO | RXO INC | $21.76万 | 0.03% | 7,886 | 7,886 | — | $21.76万 | 新建仓 |
| FTS | FORTIS INC | $21.46万 | 0.03% | 3,750 | 3,750 | — | $21.46万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $21.35万 | 0.03% | 1,978 | 1,978 | — | $21.35万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $21.24万 | 0.03% | 1,183 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $21.22万 | 0.03% | 1,035 | 1 | 0.1% | $205 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $21.19万 | 0.03% | 5,568 | 5,568 | — | $21.19万 | 新建仓 |
| KLAC | KLA CORP | $21.12万 | 0.03% | 700 | 700 | — | $21.12万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $20.97万 | 0.03% | 5,702 | -850 | -13.0% | -$3.13万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $20.96万 | 0.03% | 819 | 819 | — | $20.96万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $20.78万 | 0.03% | 2,279 | 2,279 | — | $20.78万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $20.74万 | 0.03% | 4,625 | 100 | 2.2% | $4,485 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $20.69万 | 0.03% | 155 | 155 | — | $20.69万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $20.63万 | 0.03% | 11,540 | 87 | 0.8% | $1,556 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $20.44万 | 0.03% | 1,142 | 1,142 | — | $20.44万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.41万 | 0.03% | 829 | 829 | — | $20.41万 | 新建仓 |
| IGV | ISHARES TR | $20.35万 | 0.03% | 2,246 | 2,246 | — | $20.35万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $20.32万 | 0.03% | 646 | 646 | — | $20.32万 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $20.21万 | 0.03% | 9,779 | 9,779 | — | $20.21万 | 新建仓 |
| GUNR | FLEXSHARES TR | $20.18万 | 0.03% | 4,095 | 4,095 | — | $20.18万 | 新建仓 |
| DGRW | WISDOMTREE TR | $20.13万 | 0.03% | 2,106 | 2,106 | — | $20.13万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $20.07万 | 0.03% | 559 | 559 | — | $20.07万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $19.97万 | 0.03% | 95,991 | 95,991 | — | $19.97万 | 新建仓 |
| F | FORD MTR CO | $18.16万 | 0.02% | 13,066 | 1,250 | 10.6% | $1.74万 | 加仓 |
| — | HERON THERAPEUTICS INC | $17.32万 | 0.02% | 405,777 | 120,168 | 42.1% | $5.13万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $9.22万 | 0.01% | 13,075 | 13,075 | — | $9.22万 | 新建仓 |
| NEOG | NEOGEN CORP | $8.99万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $4.62万 | 0.01% | 12,700 | 12,700 | — | $4.62万 | 新建仓 |
| ALT | ALTIMMUNE INC | $3.95万 | 0.01% | 13,000 | 13,000 | — | $3.95万 | 新建仓 |
| — | LOANDEPOT INC | $3.85万 | 0.01% | 30,800 | 30,800 | — | $3.85万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $3.46万 | 0.00% | 15,100 | 15,100 | — | $3.46万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -2,857 | -100.0% | -$20.14万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -45,000 | -100.0% | -$12.33万 | 清仓 |