Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2022 年第 2 季到 2022 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 6 檔
- 估計 +$760.8 萬
- 加碼
- 53 檔
- 估計 +$2,067 萬
- 減碼
- 33 檔
- 估計 −$1,137 萬
- 清倉
- 8 檔
- 估計 −$300.9 萬
總值從 $2.74 億變成 $2.69 億（−$578.4 萬 (−2.1%)），持股從 121 檔變成 119 檔（−2）。
2022 年第 3 季全部持倉2022 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2022 年第 3 季，下面灰字是 2022 年第 2 季。兩季之間拆股的股票，2022 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | 減碼歷史 | 390,897417,987 | −27,090−6.5% | $1,711 萬$2,192 萬 | −$118.5 萬 | 6.4%8.0% | −1.62 |
| AMZNAmazon Com Inc | 加碼歷史 | 128,167124,502 | +3,665+2.9% | $1,448 萬$1,322 萬 | +$41.4 萬 | 5.4%4.8% | +0.57 |
| GOOGLAlphabet Inc. | 加碼依 20 比 1 拆股換算歷史 | 134,552115,260 | +19,292+16.7% | $1,287 萬$1,256 萬 | +$184.5 萬 | 4.8%4.6% | +0.21 |
| VZVerizon Communications Inc | 加碼歷史 | 323,430310,930 | +12,500+4.0% | $1,228 萬$1,578 萬 | +$47.5 萬 | 4.6%5.8% | −1.18 |
| BACBank of America Corp | 加碼歷史 | 303,573237,270 | +66,303+27.9% | $916.8 萬$738.6 萬 | +$200.2 萬 | 3.4%2.7% | +0.72 |
| AAPLApple Inc. | 加碼歷史 | 64,29363,142 | +1,151+1.8% | $888.5 萬$863.3 萬 | +$15.9 萬 | 3.3%3.1% | +0.16 |
| RHRH | 加碼歷史 | 35,66912,306 | +23,363+189.9% | $877.7 萬$261.2 萬 | +$574.9 萬 | 3.3%1.0% | +2.32 |
| PPLPPL Corp | 減碼歷史 | 330,705340,205 | −9,500−2.8% | $838.3 萬$923.0 萬 | −$24.1 萬 | 3.1%3.4% | −0.24 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 74,21265,283 | +8,929+13.7% | $775.5 萬$735.2 萬 | +$93.3 萬 | 2.9%2.7% | +0.21 |
| CRMSalesforce, Inc. | 加碼歷史 | 50,30749,122 | +1,185+2.4% | $723.6 萬$810.7 萬 | +$17.0 萬 | 2.7%3.0% | −0.26 |
| BLMNBloomin' Brands, Inc. | 加碼歷史 | 385,970365,160 | +20,810+5.7% | $707.5 萬$606.9 萬 | +$38.1 萬 | 2.6%2.2% | +0.42 |
| FFord Motor Co | 加碼歷史 | 596,309565,709 | +30,600+5.4% | $667.9 萬$629.6 萬 | +$34.3 萬 | 2.5%2.3% | +0.19 |
| BABoeing Co | 加碼歷史 | 47,88444,947 | +2,937+6.5% | $592.5 萬$614.5 萬 | +$36.3 萬 | 2.2%2.2% | −0.03 |
| NVDANVIDIA Corp | 加碼歷史 | 47,78142,213 | +5,568+13.2% | $580.0 萬$639.9 萬 | +$67.6 萬 | 2.2%2.3% | −0.17 |
| HDHome Depot, Inc. | 加碼歷史 | 20,36918,879 | +1,490+7.9% | $562.1 萬$517.8 萬 | +$41.1 萬 | 2.1%1.9% | +0.21 |
| MDTMedtronic plc | 減碼歷史 | 62,35275,439 | −13,087−17.3% | $503.5 萬$677.1 萬 | −$105.7 萬 | 1.9%2.5% | −0.59 |
| UBERUber Technologies, Inc | 減碼歷史 | 182,380202,404 | −20,024−9.9% | $483.3 萬$414.1 萬 | −$53.1 萬 | 1.8%1.5% | +0.29 |
| TAT&T Inc. | 減碼歷史 | 285,237291,823 | −6,586−2.3% | $437.6 萬$611.7 萬 | −$10.1 萬 | 1.6%2.2% | −0.60 |
| TWLOTwilio Inc | 加碼歷史 | 55,55441,554 | +14,000+33.7% | $384.1 萬$348.3 萬 | +$96.8 萬 | 1.4%1.3% | +0.16 |
| PRUPrudential Financial Inc | 加碼歷史 | 44,71941,039 | +3,680+9.0% | $383.6 萬$392.7 萬 | +$31.6 萬 | 1.4%1.4% | 0.00 |
| WMTWalmart Inc. | 減碼歷史 | 29,43144,083 | −14,652−33.2% | $381.7 萬$536.0 萬 | −$190.0 萬 | 1.4%2.0% | −0.53 |
| QCOMQualcomm Inc | 加碼歷史 | 33,31830,238 | +3,080+10.2% | $376.4 萬$386.3 萬 | +$34.8 萬 | 1.4%1.4% | −0.01 |
| MSMorgan Stanley | 加碼歷史 | 45,28340,133 | +5,150+12.8% | $357.8 萬$305.3 萬 | +$40.7 萬 | 1.3%1.1% | +0.22 |
| DISWalt Disney Co | 減碼歷史 | 37,85939,157 | −1,298−3.3% | $357.1 萬$369.6 萬 | −$12.2 萬 | 1.3%1.3% | −0.02 |
| SWKSSkyworks Solutions, Inc. | 加碼歷史 | 41,81536,685 | +5,130+14.0% | $356.6 萬$339.8 萬 | +$43.7 萬 | 1.3%1.2% | +0.09 |
| RTXRTX Corp | 加碼歷史 | 41,86641,142 | +724+1.8% | $342.7 萬$395.4 萬 | +$5.93 萬 | 1.3%1.4% | −0.17 |
| FRTFederal Realty Investment Trust | 新進歷史 | 35,2220 | +35,222 | $317.4 萬$0 | +$317.4 萬 | 1.2%0.0% | +1.18 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 8,8058,267 | +538+6.5% | $289.1 萬$286.8 萬 | +$17.7 萬 | 1.1%1.0% | +0.03 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 10,6406,557 | +4,083+62.3% | $284.1 萬$179.0 萬 | +$109.0 萬 | 1.1%0.7% | +0.41 |
| PEPPepsiCo Inc | 減碼歷史 | 16,67417,526 | −852−4.9% | $272.2 萬$292.1 萬 | −$13.9 萬 | 1.0%1.1% | −0.05 |
| AVGOBroadcom Inc. | 不變歷史 | 5,6155,615 | 00.0% | $249.3 萬$272.8 萬 | $0 | 0.9%1.0% | −0.07 |
| TJXTJX Companies Inc | 加碼歷史 | 38,47337,473 | +1,000+2.7% | $239.0 萬$209.3 萬 | +$6.21 萬 | 0.9%0.8% | +0.13 |
| TGTTarget Corp | 新進歷史 | 16,0500 | +16,050 | $238.2 萬$0 | +$238.2 萬 | 0.9%0.0% | +0.89 |
| CELHCelsius Holdings, Inc. | 減碼歷史 | 26,25128,701 | −2,450−8.5% | $238.0 萬$187.3 萬 | −$22.2 萬 | 0.9%0.7% | +0.20 |
| AMDAdvanced Micro Devices Inc | 加碼歷史 | 37,55534,250 | +3,305+9.6% | $237.9 萬$261.9 萬 | +$20.9 萬 | 0.9%1.0% | −0.07 |
| KOCoca Cola Co | 不變歷史 | 41,87041,870 | 00.0% | $234.6 萬$263.4 萬 | $0 | 0.9%1.0% | −0.09 |
| GEGeneral Electric Co | 減碼歷史 | 37,76856,434 | −18,666−33.1% | $233.8 萬$359.3 萬 | −$115.6 萬 | 0.9%1.3% | −0.44 |
| BMYBristol Myers Squibb Co | 減碼歷史 | 32,82642,011 | −9,185−21.9% | $233.4 萬$323.5 萬 | −$65.3 萬 | 0.9%1.2% | −0.31 |
| Barrick Gold Corp067901108 | 加碼– | 145,554112,651 | +32,903+29.2% | $225.6 萬$199.3 萬 | +$51.0 萬 | 0.8%0.7% | +0.11 |
| STZConstellation Brands, Inc. | 減碼歷史 | 9,8099,934 | −125−1.3% | $225.3 萬$231.5 萬 | −$2.87 萬 | 0.8%0.8% | 0.00 |
| ABBVAbbVie Inc. | 加碼歷史 | 15,54615,541 | +50.0% | $208.6 萬$238.0 萬 | +$670.91 | 0.8%0.9% | −0.09 |
| METAMeta Platforms, Inc. | 減碼歷史 | 15,12422,492 | −7,368−32.8% | $205.2 萬$362.7 萬 | −$100.0 萬 | 0.8%1.3% | −0.56 |
| WFCWells Fargo & Company | 加碼歷史 | 49,67348,873 | +800+1.6% | $199.8 萬$191.4 萬 | +$3.22 萬 | 0.7%0.7% | +0.05 |
| MSFTMicrosoft Corp | 加碼歷史 | 7,3856,785 | +600+8.8% | $172.0 萬$174.2 萬 | +$14.0 萬 | 0.6%0.6% | +0.01 |
| GOOGAlphabet Inc. | 加碼依 20 比 1 拆股換算歷史 | 16,98816,480 | +508+3.1% | $163.3 萬$180.3 萬 | +$4.88 萬 | 0.6%0.7% | −0.05 |
| AMGNAmgen Inc | 加碼歷史 | 7,2387,205 | +33+0.5% | $163.1 萬$175.3 萬 | +$7,436.17 | 0.6%0.6% | −0.03 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 4,7264,776 | −50−1.0% | $138.5 萬$141.9 萬 | −$1.47 萬 | 0.5%0.5% | 0.00 |
| HONHoneywell International Inc | 減碼歷史 | 8,2718,686 | −415−4.8% | $138.1 萬$151.0 萬 | −$6.93 萬 | 0.5%0.6% | −0.04 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 8,2817,227 | +1,054+14.6% | $136.5 萬$121.8 萬 | +$17.4 萬 | 0.5%0.4% | +0.06 |
| MDBMongoDB, Inc. | 減碼歷史 | 6,7747,427 | −653−8.8% | $134.5 萬$192.7 萬 | −$13.0 萬 | 0.5%0.7% | −0.20 |
| RYNRayonier Inc | 減碼歷史 | 42,35055,590 | −13,240−23.8% | $126.9 萬$207.8 萬 | −$39.7 萬 | 0.5%0.8% | −0.28 |
| TSLATesla, Inc. | 加碼依 3 比 1 拆股換算歷史 | 4,7694,419 | +350+7.9% | $126.5 萬$99.2 萬 | +$9.28 萬 | 0.5%0.4% | +0.11 |
| NOWServiceNow, Inc. | 加碼歷史 | 3,0201,000 | +2,020+202.0% | $114.0 萬$47.6 萬 | +$76.3 萬 | 0.4%0.2% | +0.25 |
| ABNBAirbnb, Inc. | 加碼歷史 | 10,4288,988 | +1,440+16.0% | $109.5 萬$80.1 萬 | +$15.1 萬 | 0.4%0.3% | +0.12 |
| SGOLabrdn Gold ETF Trust | 減碼歷史 | 65,72565,975 | −250−0.4% | $104.6 萬$114.3 萬 | −$3,978.7 | 0.4%0.4% | −0.03 |
| VVisa Inc. | 不變歷史 | 5,3965,396 | 00.0% | $95.9 萬$106.2 萬 | $0 | 0.4%0.4% | −0.03 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | 新進– | 21,1020 | +21,102 | $87.9 萬$0 | +$87.9 萬 | 0.3%0.0% | +0.33 |
| NEENextera Energy Inc | 不變歷史 | 11,11811,118 | 00.0% | $87.2 萬$86.1 萬 | $0 | 0.3%0.3% | +0.01 |
| UPSUnited Parcel Service Inc | 不變歷史 | 5,2895,289 | 00.0% | $85.4 萬$96.5 萬 | $0 | 0.3%0.4% | −0.03 |
| WHRWhirlpool Corp | 加碼歷史 | 5,8085,428 | +380+7.0% | $78.3 萬$84.1 萬 | +$5.12 萬 | 0.3%0.3% | −0.01 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 1,5281,808 | −280−15.5% | $77.2 萬$92.9 萬 | −$14.1 萬 | 0.3%0.3% | −0.05 |
| SIBNSI-BONE, Inc. | 加碼歷史 | 43,72538,675 | +5,050+13.1% | $76.3 萬$51.1 萬 | +$8.81 萬 | 0.3%0.2% | +0.10 |
| Global X FDS37954Y483 | 加碼– | 47,59347,090 | +503+1.1% | $74.5 萬$82.3 萬 | +$7,873.74 | 0.3%0.3% | −0.02 |
| ROKURoku, Inc | 減碼歷史 | 13,09813,983 | −885−6.3% | $73.9 萬$114.9 萬 | −$4.99 萬 | 0.3%0.4% | −0.14 |
| NWLNewell Brands Inc. | 減碼歷史 | 53,050137,950 | −84,900−61.5% | $73.7 萬$262.7 萬 | −$117.9 萬 | 0.3%1.0% | −0.68 |
| MRVLMarvell Technology, Inc. | 加碼歷史 | 17,06215,762 | +1,300+8.2% | $73.2 萬$68.6 萬 | +$5.58 萬 | 0.3%0.3% | +0.02 |
| State Street Financial Select Sector SPDR ETF81369Y605 | 不變– | 23,37223,372 | 00.0% | $71.0 萬$73.5 萬 | $0 | 0.3%0.3% | 0.00 |
| CATCaterpillar Inc | 不變歷史 | 3,8353,835 | 00.0% | $62.9 萬$68.6 萬 | $0 | 0.2%0.3% | −0.02 |
| NKENIKE, Inc. | 減碼歷史 | 7,5249,024 | −1,500−16.6% | $62.5 萬$92.2 萬 | −$12.5 萬 | 0.2%0.3% | −0.10 |
| ORCLOracle Corp | 不變歷史 | 10,16810,168 | 00.0% | $62.1 萬$71.0 萬 | $0 | 0.2%0.3% | −0.03 |
| LMTLockheed Martin Corp | 加碼歷史 | 1,6051,380 | +225+16.3% | $62.0 萬$59.3 萬 | +$8.69 萬 | 0.2%0.2% | +0.01 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 2,3151,990 | +325+16.3% | $61.9 萬$55.8 萬 | +$8.69 萬 | 0.2%0.2% | +0.03 |
| PGProcter & Gamble Co | 不變歷史 | 4,7984,798 | 00.0% | $60.6 萬$69.0 萬 | $0 | 0.2%0.3% | −0.03 |
| WMWaste Management Inc | 不變歷史 | 3,3553,355 | 00.0% | $53.8 萬$51.3 萬 | $0 | 0.2%0.2% | +0.01 |
| WYNNWynn Resorts Ltd | 減碼歷史 | 8,49018,355 | −9,865−53.7% | $53.5 萬$104.6 萬 | −$62.2 萬 | 0.2%0.4% | −0.18 |
| MASMasco Corp | 不變歷史 | 11,30011,300 | 00.0% | $52.8 萬$57.2 萬 | $0 | 0.2%0.2% | −0.01 |
| CVSCVS Health Corp | 不變歷史 | 5,4425,442 | 00.0% | $51.9 萬$50.4 萬 | $0 | 0.2%0.2% | +0.01 |
| GRMNGarmin Ltd | 新進歷史 | 6,3750 | +6,375 | $51.2 萬$0 | +$51.2 萬 | 0.2%0.0% | +0.19 |
| DEDeere & Co | 不變歷史 | 1,5271,527 | 00.0% | $51.0 萬$45.7 萬 | $0 | 0.2%0.2% | +0.02 |
| Bank of Amer Corp060505682 | 不變– | 433433 | 00.0% | $50.8 萬$52.2 萬 | $0 | 0.2%0.2% | 0.00 |
| COSTCostco Wholesale Corp | 加碼歷史 | 1,063963 | +100+10.4% | $50.2 萬$46.2 萬 | +$4.72 萬 | 0.2%0.2% | +0.02 |
| NFLXNetflix Inc | 減碼歷史 | 2,0262,201 | −175−8.0% | $47.7 萬$38.5 萬 | −$4.12 萬 | 0.2%0.1% | +0.04 |
| PYPLPayPal Holdings, Inc. | 加碼歷史 | 5,4825,418 | +64+1.2% | $47.2 萬$37.8 萬 | +$5,510.4 | 0.2%0.1% | +0.04 |
| CVXChevron Corp | 減碼歷史 | 3,2533,553 | −300−8.4% | $46.7 萬$51.4 萬 | −$4.31 萬 | 0.2%0.2% | −0.01 |
| PXDPioneer Natural Resources Co | 新進歷史 | 2,1200 | +2,120 | $45.9 萬$0 | +$45.9 萬 | 0.2%0.0% | +0.17 |
| GLDSPDR Gold Trust | 加碼歷史 | 2,8202,770 | +50+1.8% | $43.6 萬$46.7 萬 | +$7,730.5 | 0.2%0.2% | −0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 3,4833,348 | +135+4.0% | $41.4 萬$47.3 萬 | +$1.60 萬 | 0.2%0.2% | −0.02 |
| SOSouthern Co | 減碼歷史 | 5,9276,102 | −175−2.9% | $40.3 萬$43.5 萬 | −$1.19 萬 | 0.2%0.2% | −0.01 |
| BPBP PLC | 減碼歷史 | 13,85515,051 | −1,196−7.9% | $39.6 萬$42.7 萬 | −$3.42 萬 | 0.1%0.2% | −0.01 |
| BROBrown & Brown, Inc. | 不變歷史 | 6,4476,447 | 00.0% | $39.0 萬$37.6 萬 | $0 | 0.1%0.1% | +0.01 |
| LLYEli Lilly & Co | 不變歷史 | 1,1821,182 | 00.0% | $38.2 萬$38.3 萬 | $0 | 0.1%0.1% | 0.00 |
| Vanguard Intl Equity Index F922042874 | 減碼– | 8,09410,344 | −2,250−21.8% | $37.4 萬$54.6 萬 | −$10.4 萬 | 0.1%0.2% | −0.06 |
| MRNAModerna, Inc. | 加碼歷史 | 3,0162,376 | +640+26.9% | $35.7 萬$33.9 萬 | +$7.58 萬 | 0.1%0.1% | +0.01 |
| TFCTruist Financial Corp | 不變歷史 | 8,1228,122 | 00.0% | $35.4 萬$38.5 萬 | $0 | 0.1%0.1% | −0.01 |
| MOAltria Group, Inc. | 加碼歷史 | 8,6638,363 | +300+3.6% | $35.0 萬$34.9 萬 | +$1.21 萬 | 0.1%0.1% | 0.00 |
| ADPAutomatic Data Processing Inc | 不變歷史 | 1,5381,538 | 00.0% | $34.8 萬$32.3 萬 | $0 | 0.1%0.1% | +0.01 |
| LOWLowes Companies Inc | 加碼歷史 | 1,7681,668 | +100+6.0% | $33.2 萬$29.1 萬 | +$1.88 萬 | 0.1%0.1% | +0.02 |
| MCDMcDonalds Corp | 不變歷史 | 1,4301,430 | 00.0% | $33.0 萬$35.3 萬 | $0 | 0.1%0.1% | −0.01 |
| Fidelity MSCI Information Technology Index ETF316092808 | 加碼– | 3,6043,433 | +171+5.0% | $32.8 萬$33.1 萬 | +$1.56 萬 | 0.1%0.1% | 0.00 |
| IPInternational Paper Co | 不變歷史 | 10,19410,194 | 00.0% | $32.3 萬$42.6 萬 | $0 | 0.1%0.2% | −0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。