Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/29 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 138
- 較 2025 年第 2 季 +9
- 總值
- $3.85 億
- 較 2025 年第 2 季 +$3,336 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 136,786 | $3,003 萬 | 7.8% | +350.0% | 加碼 | 歷史 |
| RHRH | COM | 125,677 | $2,553 萬 | 6.6% | +11,789+10.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 341,125 | $1,760 萬 | 4.6% | −15,329−4.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 88,236 | $1,646 萬 | 4.3% | −597−0.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 42,766 | $1,349 萬 | 3.5% | −343−0.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 33,178 | $1,344 萬 | 3.5% | +123+0.4% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,739 | $1,292 萬 | 3.4% | −972−1.9% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 1,059,930 | $1,268 萬 | 3.3% | −8,297−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 44,775 | $1,088 萬 | 2.8% | −14,988−25.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 49,230 | $1,063 萬 | 2.8% | +5,327+12.1% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 43,987 | $935.1 萬 | 2.4% | +373+0.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 25,689 | $847.5 萬 | 2.2% | −1,090−4.1% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 49,070 | $780.0 萬 | 2.0% | −500−1.0% | 減碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 5,645 | $722.5 萬 | 1.9% | +420+8.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,927 | $599.6 萬 | 1.6% | −948−7.4% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 73,560 | $555.3 萬 | 1.4% | +868+1.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 18,145 | $545.8 萬 | 1.4% | +12+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 26,210 | $533.7 萬 | 1.4% | +2,152+8.9% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 53,246 | $521.7 萬 | 1.4% | −1,135−2.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 50,130 | $516.6 萬 | 1.3% | −300−0.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,097 | $495.8 萬 | 1.3% | +10.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 11,093 | $493.3 萬 | 1.3% | +97+0.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 184,782 | $470.8 萬 | 1.2% | −14,854−7.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 40,695 | $466.0 萬 | 1.2% | −1,860−4.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 25,014 | $456.3 萬 | 1.2% | +4,263+20.5% | 加碼 | 歷史 |
| WHRWhirlpool Corp | Stock | 54,458 | $428.0 萬 | 1.1% | −2,446−4.3% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,530 | $416.9 萬 | 1.1% | +9+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 86,575 | $380.5 萬 | 1.0% | −6,472−7.0% | 減碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 36,083 | $365.6 萬 | 1.0% | −320−0.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,943 | $330.3 萬 | 0.9% | −130−1.3% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 54,593 | $329.8 萬 | 0.9% | +11,843+27.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,288 | $314.9 萬 | 0.8% | −20−0.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,545 | $312.3 萬 | 0.8% | +2,585+65.3% | 加碼 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 133,805 | $311.8 萬 | 0.8% | −400−0.3% | 減碼 | 歷史 |
| DEAEasterly Government Properties, Inc. | COM SHS | 129,543 | $297.0 萬 | 0.8% | −4,932−3.7% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 79,596 | $290.6 萬 | 0.8% | +1,200+1.5% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 20,096 | $290.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,837 | $286.2 萬 | 0.7% | +75+1.3% | 加碼 | 歷史 |
| SKTTanger Inc. | COM | 80,386 | $272.0 萬 | 0.7% | +2,100+2.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 28,171 | $268.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 11,096 | $261.7 萬 | 0.7% | +5,819+110.3% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 29,865 | $250.3 萬 | 0.7% | −100.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,770 | $247.0 萬 | 0.6% | +39+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,628 | $243.3 萬 | 0.6% | +128+5.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 12,112 | $206.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 55,529 | $204.4 萬 | 0.5% | +15,324+38.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,463 | $201.6 萬 | 0.5% | +766+6.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,531 | $201.6 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 8,026 | $197.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 70,932 | $187.4 萬 | 0.5% | +392+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,422 | $185.1 萬 | 0.5% | +11+0.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,907 | $174.5 萬 | 0.5% | −487−14.3% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 12,957 | $173.5 萬 | 0.5% | −1,073−7.6% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 16,181 | $167.9 萬 | 0.4% | −2,300−12.4% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 9,785 | $163.7 萬 | 0.4% | +458+4.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,615 | $161.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,356 | $158.1 萬 | 0.4% | −151−10.0% | 減碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 46,968 | $155.8 萬 | 0.4% | −12,520−21.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 51,533 | $145.5 萬 | 0.4% | −4,716−8.4% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 4,645 | $144.2 萬 | 0.4% | −30−0.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 26,438 | $142.4 萬 | 0.4% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,928 | $138.9 萬 | 0.4% | +355+7.8% | 加碼 | – |
| PPLPPL Corp | COM | 36,144 | $134.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AVAVAeroVironment Inc | COM | 3,736 | $117.6 萬 | 0.3% | +3,736 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 14,777 | $115.1 萬 | 0.3% | +14,777 | 新進 | 歷史 |
| BXPBXP, Inc. | COM | 14,200 | $105.6 萬 | 0.3% | −900−6.0% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,686 | $103.7 萬 | 0.3% | −8−0.5% | 減碼 | 歷史 |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 65,171 | $101.5 萬 | 0.3% | −3,550−5.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,800 | $99.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 809 | $97.0 萬 | 0.3% | +12+1.5% | 加碼 | 歷史 |
| OKLOOklo Inc. | COM CL A | 8,588 | $95.9 萬 | 0.2% | +8,588 | 新進 | 歷史 |
| SOSouthern Co | Stock | 9,593 | $90.9 萬 | 0.2% | +347+3.8% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 15,796 | $90.9 萬 | 0.2% | +3,137+24.8% | 加碼 | – |
| KURAKura Oncology, Inc. | COM | 102,321 | $90.6 萬 | 0.2% | +102,321 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 9,395 | $89.5 萬 | 0.2% | −365−3.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 18,575 | $83.8 萬 | 0.2% | −2,169−10.5% | 減碼 | 歷史 |
| BBarrick Mining Corp | Stock | 24,725 | $81.0 萬 | 0.2% | −8,325−25.2% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 13,643 | $78.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,147 | $76.4 萬 | 0.2% | +117+11.4% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,101 | $75.8 萬 | 0.2% | −30−0.6% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,551 | $70.9 萬 | 0.2% | +20+1.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,348 | $70.8 萬 | 0.2% | +10,348 | 新進 | 歷史 |
| MASMasco Corp | COM | 10,022 | $70.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,310 | $70.3 萬 | 0.2% | −2,204−21.0% | 減碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 12,228 | $70.3 萬 | 0.2% | −2,600−17.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,805 | $64.9 萬 | 0.2% | −25−0.9% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,834 | $64.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CRCLCircle Internet Group, Inc. | COM CL A | 4,810 | $63.8 萬 | 0.2% | +4,810 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 2,764 | $61.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 9,022 | $59.6 萬 | 0.2% | +1,554+20.8% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,155 | $57.1 萬 | 0.1% | +670+10.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,441 | $55.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,576 | $54.9 萬 | 0.1% | −159−4.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,812 | $54.3 萬 | 0.1% | +9+0.2% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 4,170 | $50.6 萬 | 0.1% | +1,554+59.4% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,159 | $49.2 萬 | 0.1% | −1,004−19.4% | 減碼 | – |
| LDOSLeidos Holdings, Inc. | COM | 2,509 | $47.4 萬 | 0.1% | −625−19.9% | 減碼 | 歷史 |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 7,125 | $46.2 萬 | 0.1% | −35−0.5% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 3,647 | $45.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 4,424 | $44.7 萬 | 0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 2,226 | $27.7 萬 | 0.1% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,300 | $22.5 萬 | 0.1% | 歷史 |
| CIKCredit Suisse Asset Management Income Fund, Inc. | COM | 15,755 | $4.66 萬 | <0.1% | 歷史 |