Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/26 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 121
- 較 2022 年第 1 季 −16
- 總值
- $2.74 億
- 較 2022 年第 1 季 −$9,032 萬 (−24.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 417,987 | $2,192 萬 | 8.0% | −33,641−7.4% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 310,930 | $1,578 萬 | 5.8% | +2,626+0.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 124,502 | $1,322 萬 | 4.8% | −7,398−5.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,763 | $1,256 萬 | 4.6% | +1,591+38.1% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 340,205 | $923.0 萬 | 3.4% | −14,570−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 63,142 | $863.3 萬 | 3.1% | −5,279−7.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 49,122 | $810.7 萬 | 3.0% | +5,625+12.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 237,270 | $738.6 萬 | 2.7% | +24,077+11.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 65,283 | $735.2 萬 | 2.7% | +1,345+2.1% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 75,439 | $677.1 萬 | 2.5% | −464−0.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 42,213 | $639.9 萬 | 2.3% | +4,482+11.9% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 565,709 | $629.6 萬 | 2.3% | +28,550+5.3% | 加碼 | 歷史 |
| BABoeing Co | Stock | 44,947 | $614.5 萬 | 2.2% | −1,037−2.3% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 291,823 | $611.7 萬 | 2.2% | +190,011+186.6% | 加碼 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 365,160 | $606.9 萬 | 2.2% | −79,400−17.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 44,083 | $536.0 萬 | 2.0% | −2,799−6.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,879 | $517.8 萬 | 1.9% | +7,571+67.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 202,404 | $414.1 萬 | 1.5% | +7,057+3.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 41,142 | $395.4 萬 | 1.4% | +157+0.4% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 41,039 | $392.7 萬 | 1.4% | +5,872+16.7% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 30,238 | $386.3 萬 | 1.4% | +8,667+40.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 39,157 | $369.6 萬 | 1.3% | +9,896+33.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,492 | $362.7 萬 | 1.3% | +4,566+25.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 56,434 | $359.3 萬 | 1.3% | −7,834−12.2% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 41,554 | $348.3 萬 | 1.3% | +3,757+9.9% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 36,685 | $339.8 萬 | 1.2% | +3,345+10.0% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 42,011 | $323.5 萬 | 1.2% | −42,609−50.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 40,133 | $305.3 萬 | 1.1% | +2,023+5.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,526 | $292.1 萬 | 1.1% | −199−1.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,267 | $286.8 萬 | 1.0% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 5,615 | $272.8 萬 | 1.0% | −2,175−27.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 41,870 | $263.4 萬 | 1.0% | −3,395−7.5% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 137,950 | $262.7 萬 | 1.0% | −6,400−4.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 34,250 | $261.9 萬 | 1.0% | +3,774+12.4% | 加碼 | 歷史 |
| RHRH | COM | 12,306 | $261.2 萬 | 1.0% | +4,124+50.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,541 | $238.0 萬 | 0.9% | −9,576−38.1% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,934 | $231.5 萬 | 0.8% | −3,915−28.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 37,473 | $209.3 萬 | 0.8% | +774+2.1% | 加碼 | 歷史 |
| RYNRayonier Inc | COM | 55,590 | $207.8 萬 | 0.8% | −2,125−3.7% | 減碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 112,651 | $199.3 萬 | 0.7% | +35,400+45.8% | 加碼 | – |
| MDBMongoDB, Inc. | CL A | 7,427 | $192.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 48,873 | $191.4 萬 | 0.7% | −596−1.2% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 28,701 | $187.3 萬 | 0.7% | −900−3.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 824 | $180.3 萬 | 0.7% | +58+7.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,557 | $179.0 萬 | 0.7% | +3,088+89.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,205 | $175.3 萬 | 0.6% | −866−10.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,785 | $174.2 萬 | 0.6% | −740−9.8% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,686 | $151.0 萬 | 0.6% | −5,495−38.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,776 | $141.9 萬 | 0.5% | −3,369−41.4% | 減碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 29,207 | $127.1 萬 | 0.5% | −3,799−11.5% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 7,227 | $121.8 萬 | 0.4% | −753−9.4% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 13,983 | $114.9 萬 | 0.4% | −5,775−29.2% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 65,975 | $114.3 萬 | 0.4% | +5,000+8.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,396 | $106.2 萬 | 0.4% | −19,185−78.0% | 減碼 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 18,355 | $104.6 萬 | 0.4% | −20,700−53.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,473 | $99.2 萬 | 0.4% | +72+5.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,289 | $96.5 萬 | 0.4% | −20,450−79.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,808 | $92.9 萬 | 0.3% | +16+0.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 9,024 | $92.2 萬 | 0.3% | −2,809−23.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,118 | $86.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 5,428 | $84.1 萬 | 0.3% | +5,428 | 新進 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 47,090 | $82.3 萬 | 0.3% | +1,345+2.9% | 加碼 | – |
| ABNBAirbnb, Inc. | Stock | 8,988 | $80.1 萬 | 0.3% | −6,980−43.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 23,372 | $73.5 萬 | 0.3% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 10,168 | $71.0 萬 | 0.3% | −110−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,798 | $69.0 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,835 | $68.6 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 15,762 | $68.6 萬 | 0.3% | +6,896+77.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,380 | $59.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 11,300 | $57.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,990 | $55.8 萬 | 0.2% | +100+5.3% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 10,344 | $54.6 萬 | 0.2% | −12,985−55.7% | 減碼 | – |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 433 | $52.2 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 3,553 | $51.4 萬 | 0.2% | −2,433−40.6% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 3,355 | $51.3 萬 | 0.2% | −13,515−80.1% | 減碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 38,675 | $51.1 萬 | 0.2% | −1,400−3.5% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 5,442 | $50.4 萬 | 0.2% | −17−0.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,000 | $47.6 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,348 | $47.3 萬 | 0.2% | +157+4.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,770 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 963 | $46.2 萬 | 0.2% | −200−17.2% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,527 | $45.7 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 6,102 | $43.5 萬 | 0.2% | +178+3.0% | 加碼 | 歷史 |
| BPBP PLC | ADR | 15,051 | $42.7 萬 | 0.2% | +50.0% | 加碼 | 歷史 |
| IPInternational Paper Co | COM | 10,194 | $42.6 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,201 | $38.5 萬 | 0.1% | −262−10.6% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 8,122 | $38.5 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,182 | $38.3 萬 | 0.1% | −2,139−64.4% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,418 | $37.8 萬 | 0.1% | −1,224−18.4% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,447 | $37.6 萬 | 0.1% | +300+4.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,430 | $35.3 萬 | 0.1% | +86+6.4% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 7,602 | $35.0 萬 | 0.1% | −267−3.4% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 8,363 | $34.9 萬 | 0.1% | +1,859+28.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,622 | $34.6 萬 | 0.1% | −494−23.3% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 2,376 | $33.9 萬 | 0.1% | −900−27.5% | 減碼 | 歷史 |
| Paramount Global92556H206 | CL B | 13,470 | $33.2 萬 | 0.1% | −28,800−68.1% | 減碼 | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,433 | $33.1 萬 | 0.1% | +36+1.1% | 加碼 | – |
| HRBH&R Block Inc | COM | 9,350 | $33.0 萬 | 0.1% | −68,000−87.9% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,538 | $32.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,699 | $32.0 萬 | 0.1% | −285−14.4% | 減碼 | – |
2022 年第 1 季之後清倉（20 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GMGeneral Motors Co | COM | 12,292 | $53.8 萬 | 0.1% | 歷史 |
| LUVSouthwest Airlines Co | COM | 11,359 | $52.0 萬 | 0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 2,480 | $46.4 萬 | 0.1% | 歷史 |
| DOWDow Inc. | Stock | 6,946 | $44.3 萬 | 0.1% | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 13,000 | $43.8 萬 | 0.1% | – |
| FDXFedEx Corp | Stock | 1,840 | $42.6 萬 | 0.1% | 歷史 |
| WENWendy's Co | Stock | 18,400 | $40.4 萬 | 0.1% | 歷史 |
| LINLinde PLC | SHS | 1,180 | $37.7 萬 | 0.1% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,395 | $37.4 萬 | 0.1% | 歷史 |
| DRIDarden Restaurants Inc | COM | 2,670 | $35.5 萬 | 0.1% | 歷史 |
| KEYKeycorp | COM | 14,500 | $32.5 萬 | 0.1% | 歷史 |
| ALCOAlico, Inc. | COM | 7,500 | $28.2 萬 | 0.1% | 歷史 |
| ECLEcolab Inc. | Stock | 1,430 | $25.2 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 6,493 | $24.3 萬 | 0.1% | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 2,690 | $22.4 萬 | 0.1% | 歷史 |
| BHCBausch Health Companies Inc. | Stock | 9,400 | $21.5 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,757 | $20.8 萬 | 0.1% | 歷史 |
| IRMIron Mountain Inc | COM | 3,725 | $20.6 萬 | 0.1% | 歷史 |
| PSAPublic Storage | COM | 528 | $20.6 萬 | 0.1% | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 1,650 | $20.1 萬 | 0.1% | 歷史 |