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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $1,227.03万 | 4.67% | 191,484 | 28,407 | 17.4% | $182.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $792.89万 | 3.02% | 45,464 | 2,933 | 6.9% | $51.15万 | 加仓 |
| AAPL | APPLE INC | $749.84万 | 2.85% | 29,545 | 6,751 | 29.6% | $171.34万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $690.28万 | 2.63% | 234,392 | 234,392 | — | $690.28万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $669.36万 | 2.55% | 23,308 | 2,858 | 14.0% | $82.08万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $663.84万 | 2.53% | 33,835 | 3,752 | 12.5% | $73.61万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $657.54万 | 2.50% | 214,321 | 2,738 | 1.3% | $8.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $630.99万 | 2.40% | 71,573 | -9,273 | -11.5% | -$81.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $601.60万 | 2.29% | 22,969 | 3,330 | 17.0% | $87.22万 | 加仓 |
| ITA | ISHARES TR | $598.46万 | 2.28% | 27,358 | 136 | 0.5% | $2.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $592.20万 | 2.25% | 9,106 | 50 | 0.6% | $3.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $583.33万 | 2.22% | 150,110 | 3,893 | 2.7% | $15.13万 | 加仓 |
| — | EXXON MOBIL CORP | $537.95万 | 2.05% | 31,708 | 4,478 | 16.4% | $75.97万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $526.98万 | 2.00% | 24,504 | 5,911 | 31.8% | $127.12万 | 加仓 |
| IWF | ISHARES TR | $523.24万 | 1.99% | 12,271 | 5,650 | 85.3% | $240.92万 | 加仓 |
| MSFT | MICROSOFT CORP | $512.03万 | 1.95% | 13,832 | 3,749 | 37.2% | $138.78万 | 加仓 |
| VV | VANGUARD INDEX FDS | $502.25万 | 1.91% | 16,806 | -1,277 | -7.1% | -$38.16万 | 减仓 |
| AMZN | AMAZON COM INC | $482.75万 | 1.84% | 23,179 | 9,683 | 71.7% | $201.67万 | 加仓 |
| CVX | CHEVRON CORPORATION | $381.35万 | 1.45% | 18,432 | 1,635 | 9.7% | $33.83万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $365.29万 | 1.39% | 62,400 | -8,029 | -11.4% | -$47.00万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $353.58万 | 1.35% | 8,095 | 1,879 | 30.2% | $82.07万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $328.29万 | 1.25% | 22,167 | 2,022 | 10.0% | $29.95万 | 加仓 |
| OEF | ISHARES TR | $315.53万 | 1.20% | 9,920 | -1,049 | -9.6% | -$33.37万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $290.28万 | 1.10% | 53,705 | -2,890 | -5.1% | -$15.62万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $280.17万 | 1.07% | 70,965 | 4,297 | 6.4% | $16.96万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $244.44万 | 0.93% | 17,672 | -3,030 | -14.6% | -$41.91万 | 减仓 |
| GOOGL | ALPHABET INC | $240.63万 | 0.92% | 8,368 | 3,967 | 90.1% | $114.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $228.56万 | 0.87% | 3,782 | 3,782 | — | $228.56万 | 新建仓 |
| IWD | ISHARES TR | $220.64万 | 0.84% | 10,326 | 6,420 | 164.4% | $137.18万 | 加仓 |
| LLY | ELI LILLY & CO | $213.42万 | 0.81% | 2,320 | 1,228 | 112.5% | $112.96万 | 加仓 |
| WMT | WALMART INC | $196.55万 | 0.75% | 15,815 | 2,838 | 21.9% | $35.27万 | 加仓 |
| SO | SOUTHERN CO | $194.74万 | 0.74% | 20,176 | 4,826 | 31.4% | $46.58万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $191.45万 | 0.73% | 38,374 | 3,142 | 8.9% | $15.68万 | 加仓 |
| IEFA | ISHARES TR | $170.93万 | 0.65% | 18,881 | 3,409 | 22.0% | $30.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $161.20万 | 0.61% | 5,480 | 136 | 2.5% | $4.00万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $159.18万 | 0.61% | 34,688 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $153.75万 | 0.58% | 6,290 | 550 | 9.6% | $13.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $148.76万 | 0.57% | 16,017 | 11,897 | 288.8% | $110.50万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $146.48万 | 0.56% | 41,228 | 1,132 | 2.8% | $4.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $145.98万 | 0.56% | 1,465 | -25 | -1.7% | -$2.49万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $144.47万 | 0.55% | 18,718 | 4,149 | 28.5% | $32.02万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $144.37万 | 0.55% | 3,900 | 3,900 | — | $144.37万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $144.08万 | 0.55% | 7,001 | 1,086 | 18.4% | $22.35万 | 加仓 |
| BAC | BANK AMERICA CORP | $143.36万 | 0.55% | 29,407 | -348 | -1.2% | -$1.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $139.89万 | 0.53% | 39,922 | 1,350 | 3.5% | $4.73万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $136.69万 | 0.52% | 25,250 | 378 | 1.5% | $2.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $133.23万 | 0.51% | 36,242 | 1,241 | 3.5% | $4.56万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $131.49万 | 0.50% | 63,300 | 44,000 | 228.0% | $91.40万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $130.92万 | 0.50% | 27,246 | 9,857 | 56.7% | $47.36万 | 加仓 |
| PFF | ISHARES TR | $129.46万 | 0.49% | 42,698 | 8,637 | 25.4% | $26.19万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $129.32万 | 0.49% | 6,738 | 266 | 4.1% | $5.11万 | 加仓 |
| IVW | ISHARES TR | $128.26万 | 0.49% | 11,339 | 529 | 4.9% | $5.98万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $125.44万 | 0.48% | 23,233 | 1,148 | 5.2% | $6.20万 | 加仓 |
| RTX | RTX CORPORATION | $122.47万 | 0.47% | 6,349 | 234 | 3.8% | $4.51万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $121.85万 | 0.46% | 5,027 | -121 | -2.4% | -$2.93万 | 减仓 |
| IVE | ISHARES TR | $119.41万 | 0.45% | 5,655 | 168 | 3.1% | $3.55万 | 加仓 |
| CSCO | CISCO SYS INC | $114.61万 | 0.44% | 14,771 | -25 | -0.2% | -$1,940 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $113.09万 | 0.43% | 15,058 | 149 | 1.0% | $1.12万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $111.86万 | 0.43% | 8,534 | 4,179 | 96.0% | $54.78万 | 加仓 |
| HD | HOME DEPOT INC | $110.26万 | 0.42% | 3,352 | -34 | -1.0% | -$1.12万 | 减仓 |
| IWR | ISHARES TR | $108.50万 | 0.41% | 11,159 | 5,473 | 96.3% | $53.21万 | 加仓 |
| VDE | VANGUARD WORLD FD | $106.59万 | 0.41% | 6,160 | 586 | 10.5% | $10.14万 | 加仓 |
| ABBV | ABBVIE INC | $101.67万 | 0.39% | 4,675 | 1,284 | 37.9% | $27.93万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $100.17万 | 0.38% | 3,530 | 4 | 0.1% | $1,135 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $100.10万 | 0.38% | 9,126 | -12 | -0.1% | -$1,316 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $100.01万 | 0.38% | 11,275 | 498 | 4.6% | $4.42万 | 加仓 |
| XAR | SPDR SERIES TRUST | $98.80万 | 0.38% | 3,890 | 5 | 0.1% | $1,270 | 加仓 |
| QQQ | INVESCO QQQ TR | $98.35万 | 0.37% | 1,704 | -116 | -6.4% | -$6.70万 | 减仓 |
| CAT | CATERPILLAR INC | $97.84万 | 0.37% | 1,381 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $93.76万 | 0.36% | 2,522 | 2,024 | 406.4% | $75.24万 | 加仓 |
| INTC | INTEL CORP | $93.49万 | 0.36% | 21,185 | -158 | -0.7% | -$6,973 | 减仓 |
| GOOG | ALPHABET INC | $92.97万 | 0.35% | 3,241 | 168 | 5.5% | $4.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $91.81万 | 0.35% | 1,916 | -19 | -1.0% | -$9,105 | 减仓 |
| ET | ENERGY TRANSFER L P | $90.15万 | 0.34% | 46,708 | 46,708 | — | $90.15万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $88.68万 | 0.34% | 1,271 | 8 | 0.6% | $5,582 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $86.01万 | 0.33% | 10,850 | 10,850 | — | $86.01万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $84.84万 | 0.32% | 9,003 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $83.67万 | 0.32% | 3,916 | 113 | 3.0% | $2.41万 | 加仓 |
| AVGO | BROADCOM INC | $82.82万 | 0.32% | 2,676 | 1,615 | 152.2% | $49.98万 | 加仓 |
| DE | DEERE & CO | $78.07万 | 0.30% | 1,386 | 630 | 83.3% | $35.49万 | 加仓 |
| IJR | ISHARES TR | $77.26万 | 0.29% | 6,215 | 142 | 2.3% | $1.77万 | 加仓 |
| META | META PLATFORMS INC | $77.01万 | 0.29% | 1,346 | 448 | 49.9% | $25.63万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $70.78万 | 0.27% | 2,535 | 2,535 | — | $70.78万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $66.47万 | 0.25% | 13,756 | 419 | 3.1% | $2.02万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $65.89万 | 0.25% | 3,323 | 66 | 2.0% | $1.31万 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $65.87万 | 0.25% | 21,934 | 552 | 2.6% | $1.66万 | 加仓 |
| SRE | SEMPRA | $65.84万 | 0.25% | 6,775 | 6,775 | — | $65.84万 | 新建仓 |
| IEMG | ISHARES INC | $65.11万 | 0.25% | 9,335 | 112 | 1.2% | $7,812 | 加仓 |
| ETR | ENTERGY CORP NEW | $64.60万 | 0.25% | 5,750 | 5,750 | — | $64.60万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.29万 | 0.24% | 3,111 | 101 | 3.4% | $2.05万 | 加仓 |
| DVY | ISHARES TR | $60.81万 | 0.23% | 4,016 | 932 | 30.2% | $14.11万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $58.05万 | 0.22% | 979 | 979 | — | $58.05万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $58.05万 | 0.22% | 1,718 | 1,718 | — | $58.05万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $58.01万 | 0.22% | 7,037 | 120 | 1.7% | $9,892 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $57.73万 | 0.22% | 14,637 | 246 | 1.7% | $9,702 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $57.33万 | 0.22% | 11,612 | 230 | 2.0% | $1.14万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $55.69万 | 0.21% | 3,015 | 3,015 | — | $55.69万 | 新建仓 |
| V | VISA INC | $55.55万 | 0.21% | 1,838 | 759 | 70.3% | $22.94万 | 加仓 |
| IJH | ISHARES TR | $53.11万 | 0.20% | 7,864 | 248 | 3.3% | $1.67万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $53.07万 | 0.20% | 3,310 | 39 | 1.2% | $6,252 | 加仓 |