Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 126
- 較 2024 年第 3 季 0
- 總值
- $3.61 億
- 較 2024 年第 3 季 +$1,898 萬 (+5.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RHRH | COM | 128,619 | $5,062 萬 | 14.0% | +4,069+3.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 126,967 | $2,786 萬 | 7.7% | +400.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 91,808 | $1,738 萬 | 4.8% | −3,318−3.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 376,099 | $1,653 萬 | 4.6% | −9,875−2.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 53,280 | $1,334 萬 | 3.7% | −804−1.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 52,183 | $1,251 萬 | 3.5% | −1,010−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 89,878 | $1,207 萬 | 3.3% | −510−0.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 29,184 | $1,135 萬 | 3.1% | +2,510+9.4% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,095,313 | $1,084 萬 | 3.0% | −6,843−0.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 47,458 | $840.0 萬 | 2.3% | −2,625−5.2% | 減碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 59,098 | $676.6 萬 | 1.9% | +85+0.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 167,641 | $670.4 萬 | 1.9% | −10,867−6.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 53,005 | $666.4 萬 | 1.8% | −5,110−8.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,537 | $658.9 萬 | 1.8% | +21+0.1% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 232,167 | $615.9 萬 | 1.7% | −44,544−16.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 59,966 | $541.8 萬 | 1.5% | −3,347−5.3% | 減碼 | 歷史 |
| BLMNBloomin' Brands, Inc. | COM | 422,114 | $515.4 萬 | 1.4% | +174,036+70.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 12,453 | $502.9 萬 | 1.4% | −614−4.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,539 | $499.4 萬 | 1.4% | −157−0.7% | 減碼 | 歷史 |
| DEAEasterly Government Properties, Inc. | COM | 413,352 | $469.6 萬 | 1.3% | +20,129+5.1% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,390 | $465.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 24,681 | $449.1 萬 | 1.2% | −709−2.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,257 | $444.9 萬 | 1.2% | −40.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 58,365 | $418.4 萬 | 1.2% | −1,855−3.1% | 減碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 37,235 | $416.8 萬 | 1.2% | +80.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 35,712 | $397.7 萬 | 1.1% | +6,027+20.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 56,225 | $339.1 萬 | 0.9% | −11,120−16.5% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 19,104 | $318.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 26,729 | $316.8 萬 | 0.9% | −1,410−5.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,793 | $290.6 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,854 | $284.2 萬 | 0.8% | −150−3.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 23,030 | $266.5 萬 | 0.7% | −515−2.2% | 減碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 67,902 | $261.5 萬 | 0.7% | −3,000−4.2% | 減碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 2,137 | $260.5 萬 | 0.7% | −10.0% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 20,095 | $242.8 萬 | 0.7% | −475−2.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 12,293 | $212.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 28,195 | $208.7 萬 | 0.6% | −1,000−3.4% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 29,569 | $207.7 萬 | 0.6% | −482−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 16,659 | $188.4 萬 | 0.5% | +225+1.4% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,400 | $184.8 萬 | 0.5% | +390+7.8% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 8,426 | $173.8 萬 | 0.5% | −25−0.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,384 | $170.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 14,012 | $169.3 萬 | 0.5% | +1,177+9.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 70,994 | $161.7 萬 | 0.4% | −929−1.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,292 | $155.0 萬 | 0.4% | −117−0.9% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 47,144 | $153.0 萬 | 0.4% | −12,705−21.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,970 | $144.0 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 10,635 | $143.8 萬 | 0.4% | −4,670−30.5% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,450 | $140.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 18,516 | $140.0 萬 | 0.4% | +10,216+123.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,519 | $139.2 萬 | 0.4% | +20+1.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,260 | $138.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 6,104 | $134.9 萬 | 0.4% | −292−4.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 26,438 | $127.8 萬 | 0.4% | 00.0% | 不變 | – |
| CELHCelsius Holdings, Inc. | COM NEW | 47,938 | $126.3 萬 | 0.3% | −23,880−33.3% | 減碼 | 歷史 |
| BXPBXP, Inc. | COM | 15,800 | $117.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MDBMongoDB, Inc. | CL A | 4,975 | $115.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 13,829 | $114.4 萬 | 0.3% | −20−0.1% | 減碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 71,720 | $110.4 萬 | 0.3% | −300−0.4% | 減碼 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 71,621 | $108.9 萬 | 0.3% | +100+0.1% | 加碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 40,225 | $100.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,271 | $99.3 萬 | 0.3% | +48+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,272 | $95.7 萬 | 0.3% | +57+2.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,276 | $90.1 萬 | 0.2% | −150−1.3% | 減碼 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 10,048 | $89.1 萬 | 0.2% | −8,060−44.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,819 | $83.8 萬 | 0.2% | +7,029+90.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,455 | $82.1 萬 | 0.2% | −40−1.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 7,696 | $81.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,573 | $80.4 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 4,600 | $77.1 萬 | 0.2% | −60−1.3% | 減碼 | 歷史 |
| MASMasco Corp | COM | 10,522 | $76.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 713 | $73.1 萬 | 0.2% | +713 | 新進 | 歷史 |
| SOSouthern Co | Stock | 8,776 | $72.2 萬 | 0.2% | +147+1.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,820 | $68.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Barrick Gold Corp067901108 | COM | 43,200 | $67.0 萬 | 0.2% | −14,750−25.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,104 | $64.7 萬 | 0.2% | −11−1.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,525 | $64.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,284 | $64.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,130 | $63.1 萬 | 0.2% | −1,061−9.5% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 2,900 | $58.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 10,173 | $57.4 萬 | 0.2% | +30.0% | 加碼 | – |
| RYNRayonier Inc | COM | 21,550 | $56.2 萬 | 0.2% | −1,500−6.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,692 | $55.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NWLNewell Brands Inc. | Stock | 54,363 | $54.1 萬 | 0.2% | +21,590+65.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,516 | $53.5 萬 | 0.1% | −816−18.8% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 6,771 | $52.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 6,157 | $51.8 萬 | 0.1% | +108+1.8% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 5,163 | $50.0 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,801 | $49.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 3,263 | $47.3 萬 | 0.1% | −785−19.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,000 | $46.0 萬 | 0.1% | 00.0% | 不變 | – |
| MRVLMarvell Technology, Inc. | COM | 4,100 | $45.3 萬 | 0.1% | +300+7.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,765 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 7,950 | $41.3 萬 | 0.1% | +450+6.0% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 509 | $39.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,966 | $39.0 萬 | 0.1% | −50−1.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 427 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,460 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 712 | $37.5 萬 | 0.1% | −12−1.7% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,725 | $37.1 萬 | 0.1% | +25+1.5% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。