Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/26 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 136
- 較 2023 年第 1 季 +6
- 總值
- $3.16 億
- 較 2023 年第 1 季 +$3,230 萬 (+11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RHRH | COM | 72,194 | $2,379 萬 | 7.5% | +12,525+21.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 132,174 | $1,723 萬 | 5.4% | +2,000+1.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 122,470 | $1,466 萬 | 4.6% | −1,470−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 66,343 | $1,287 萬 | 4.1% | −528−0.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 28,341 | $1,199 萬 | 3.8% | −16,648−37.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 292,904 | $1,074 萬 | 3.4% | +14,831+5.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 352,423 | $1,011 萬 | 3.2% | +19,546+5.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 68,413 | $995.0 萬 | 3.1% | −425−0.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 45,565 | $962.1 萬 | 3.0% | −835−1.8% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 616,735 | $933.1 萬 | 2.9% | +14,200+2.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 26,838 | $833.7 萬 | 2.6% | +4,508+20.2% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 180,711 | $780.1 萬 | 2.5% | +1,976+1.1% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 272,200 | $720.2 萬 | 2.3% | −23,350−7.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 169,814 | $631.5 萬 | 2.0% | −1,124−0.7% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 27,703 | $585.3 萬 | 1.8% | −4,793−14.7% | 減碼 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 211,040 | $567.5 萬 | 1.8% | +1,200+0.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 348,127 | $555.3 萬 | 1.8% | −11,875−3.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,564 | $496.6 萬 | 1.6% | +105+0.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 29,096 | $457.3 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,793 | $415.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 42,087 | $407.3 萬 | 1.3% | +1,610+4.0% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 26,450 | $394.6 萬 | 1.2% | −400−1.5% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 42,631 | $376.1 萬 | 1.2% | +375+0.9% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,838 | $360.0 萬 | 1.1% | +13+0.1% | 加碼 | – |
| NEENextera Energy Inc | Stock | 46,739 | $346.8 萬 | 1.1% | +36,170+342.2% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 196,286 | $332.3 萬 | 1.0% | −3,555−1.8% | 減碼 | – |
| MSMorgan Stanley | Stock | 35,160 | $300.3 萬 | 0.9% | +950+2.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 25,658 | $292.3 萬 | 0.9% | −6,580−20.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,138 | $290.9 萬 | 0.9% | −105−1.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 29,613 | $290.1 萬 | 0.9% | −2,108−6.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 30,670 | $273.8 萬 | 0.9% | +5,901+23.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,825 | $271.2 萬 | 0.9% | +60+1.3% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 52,023 | $251.6 萬 | 0.8% | +20,245+63.7% | 加碼 | – |
| TGTTarget Corp | Stock | 18,834 | $248.4 萬 | 0.8% | +3,880+25.9% | 加碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 5,984 | $245.9 萬 | 0.8% | −4−0.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 20,448 | $243.4 萬 | 0.8% | −9,015−30.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 21,786 | $239.3 萬 | 0.8% | −4,386−16.8% | 減碼 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,564 | $235.4 萬 | 0.7% | −95−1.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 12,823 | $223.4 萬 | 0.7% | +300+2.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,496 | $221.2 萬 | 0.7% | −1,996−23.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 25,738 | $218.2 萬 | 0.7% | −685−2.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,595 | $212.8 萬 | 0.7% | −950−5.1% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 48,735 | $208.0 萬 | 0.7% | +1,832+3.9% | 加碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 18,515 | $204.9 萬 | 0.6% | +275+1.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 35,330 | $200.3 萬 | 0.6% | +21,845+162.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,664 | $197.6 萬 | 0.6% | −911−5.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 29,636 | $189.5 萬 | 0.6% | −513−1.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 29,745 | $179.1 萬 | 0.6% | −1,985−6.3% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 25,870 | $164.6 萬 | 0.5% | −544−2.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,246 | $160.9 萬 | 0.5% | +41+0.6% | 加碼 | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 109,400 | $158.6 萬 | 0.5% | +109,400 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 17,931 | $158.0 萬 | 0.5% | −1,661−8.5% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 9,152 | $134.4 萬 | 0.4% | +565+6.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,040 | $131.9 萬 | 0.4% | +435+9.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 14,090 | $131.0 萬 | 0.4% | +1,550+12.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,451 | $129.5 萬 | 0.4% | −20−0.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 5,144 | $126.6 萬 | 0.4% | +451+9.6% | 加碼 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 72,710 | $118.5 萬 | 0.4% | +4,210+6.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,783 | $116.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,066 | $112.4 萬 | 0.4% | −7,239−54.4% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 56,225 | $103.3 萬 | 0.3% | −1,000−1.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,954 | $102.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,533 | $99.2 萬 | 0.3% | +300+5.7% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 4,720 | $97.8 萬 | 0.3% | +1,345+39.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,483 | $89.0 萬 | 0.3% | +1,956+128.1% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 25,940 | $87.4 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,333 | $86.2 萬 | 0.3% | 00.0% | 不變 | – |
| RYNRayonier Inc | COM | 27,300 | $85.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BXPBXP, Inc. | COM | 14,200 | $81.8 萬 | 0.3% | +14,200 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 6,353 | $81.4 萬 | 0.3% | −35−0.5% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 6,660 | $73.5 萬 | 0.2% | −275−4.0% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 4,908 | $73.0 萬 | 0.2% | +1,000+25.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 4,597 | $72.3 萬 | 0.2% | +485+11.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,739 | $71.9 萬 | 0.2% | −100−2.1% | 減碼 | 歷史 |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 40,423 | $71.8 萬 | 0.2% | −4,855−10.7% | 減碼 | – |
| GRMNGarmin Ltd | SHS | 6,450 | $67.3 萬 | 0.2% | −125−1.9% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,759 | $62.2 萬 | 0.2% | +549+13.0% | 加碼 | – |
| DEDeere & Co | Stock | 1,525 | $61.8 萬 | 0.2% | −1−0.1% | 減碼 | 歷史 |
| MASMasco Corp | COM | 10,594 | $60.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,488 | $60.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,841 | $59.4 萬 | 0.2% | +116+6.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,242 | $58.2 萬 | 0.2% | +202+19.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,063 | $57.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 9,516 | $56.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 5,365 | $56.7 萬 | 0.2% | −470−8.1% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 17,372 | $52.7 萬 | 0.2% | +1,300+8.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 7,335 | $51.5 萬 | 0.2% | +433+6.3% | 加碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 433 | $50.7 萬 | 0.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 2,900 | $50.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,820 | $50.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BPBP PLC | ADR | 13,297 | $46.9 萬 | 0.1% | −438−3.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 963 | $46.3 萬 | 0.1% | +30+3.2% | 加碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,598 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,638 | $43.7 萬 | 0.1% | −50−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,899 | $41.8 萬 | 0.1% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 905 | $41.7 萬 | 0.1% | −150−14.2% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 6,275 | $40.1 萬 | 0.1% | −224−3.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,768 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 3,193 | $38.8 萬 | 0.1% | −20−0.6% | 減碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 14,290 | $38.6 萬 | 0.1% | −9,575−40.1% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（3 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。