Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- 最新申報
- 2026/7/24
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/24 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 139
- 較 2026 年第 1 季 +7
- 總值
- $4.18 億
- 較 2026 年第 1 季 +$5,873 萬 (+16.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 130,692 | $3,115 萬 | 7.4% | −3,371−2.5% | 減碼 | 歷史 |
| RHRH | COM | 157,745 | $2,599 萬 | 6.2% | +21,952+16.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 85,544 | $1,712 萬 | 4.1% | −2,617−3.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 43,774 | $1,564 萬 | 3.7% | −2,213−4.8% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 271,286 | $1,546 萬 | 3.7% | −33,534−11.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 46,195 | $1,337 萬 | 3.2% | −755−1.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 36,233 | $1,278 萬 | 3.1% | +1,629+4.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 37,089 | $1,214 萬 | 2.9% | −1,412−3.7% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 843,807 | $1,173 萬 | 2.8% | −184,392−17.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 53,394 | $1,156 萬 | 2.8% | −2,466−4.4% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 54,770 | $1,099 萬 | 2.6% | +374+0.7% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 37,480 | $957.4 萬 | 2.3% | +18,241+94.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 23,529 | $888.8 萬 | 2.1% | −1,283−5.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 20,520 | $863.1 萬 | 2.1% | +1,567+8.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 40,660 | $850.0 萬 | 2.0% | −4,085−9.1% | 減碼 | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 6,620 | $818.1 萬 | 2.0% | +760+13.0% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 22,945 | $782.5 萬 | 1.9% | −3,598−13.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 83,623 | $771.6 萬 | 1.8% | +56,952+213.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 13,415 | $671.3 萬 | 1.6% | +301+2.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 66,724 | $585.6 萬 | 1.4% | −2,276−3.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,836 | $538.2 萬 | 1.3% | −399−4.8% | 減碼 | – |
| CATCaterpillar Inc | Stock | 5,042 | $536.9 萬 | 1.3% | −34−0.7% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,765 | $509.2 萬 | 1.2% | −3,802−30.3% | 減碼 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 29,302 | $500.7 萬 | 1.2% | +29,302 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 45,874 | $495.1 萬 | 1.2% | +16,593+56.7% | 加碼 | 歷史 |
| SOFISoFi Technologies, Inc. | Stock | 269,738 | $483.6 萬 | 1.2% | +110,773+69.7% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 4,116 | $483.6 萬 | 1.2% | −175−4.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 35,184 | $398.5 萬 | 1.0% | −5,261−13.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 164,138 | $395.2 萬 | 0.9% | +16,175+10.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 5,140 | $392.3 萬 | 0.9% | −1,795−25.9% | 減碼 | 歷史 |
| CAVACava Group, Inc. | COM | 47,835 | $375.4 萬 | 0.9% | −6,147−11.4% | 減碼 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 140,049 | $347.7 萬 | 0.8% | −1,605−1.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 10,672 | $334.2 萬 | 0.8% | +126+1.2% | 加碼 | 歷史 |
| SKTTanger Inc. | COM | 83,666 | $330.2 萬 | 0.8% | −300−0.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,261 | $313.8 萬 | 0.8% | +151+3.7% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,918 | $295.1 萬 | 0.7% | −80−2.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 40,006 | $285.6 萬 | 0.7% | +1,298+3.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 18,720 | $283.6 萬 | 0.7% | −932−4.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 19,789 | $276.3 萬 | 0.7% | +19,789 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,612 | $244.3 萬 | 0.6% | −407−13.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 32,738 | $236.2 萬 | 0.6% | −13,671−29.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 3,690 | $234.1 萬 | 0.6% | −5−0.1% | 減碼 | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 18,179 | $224.4 萬 | 0.5% | −6,772−27.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 5,229 | $222.8 萬 | 0.5% | +1,187+29.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,282 | $222.0 萬 | 0.5% | −6−0.1% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 56,835 | $217.3 萬 | 0.5% | +1,000+1.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 11,159 | $212.6 萬 | 0.5% | −329−2.9% | 減碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 17,343 | $202.3 萬 | 0.5% | −5,654−24.6% | 減碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 6,755 | $201.2 萬 | 0.5% | −56−0.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 19,735 | $195.9 萬 | 0.5% | −4,975−20.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 21,484 | $194.9 萬 | 0.5% | −8,698−28.8% | 減碼 | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 16,155 | $191.9 萬 | 0.5% | +16,155 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 4,836 | $180.7 萬 | 0.4% | +41+0.9% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 7,300 | $173.4 萬 | 0.4% | −726−9.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,464 | $169.0 萬 | 0.4% | −308−17.4% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,948 | $167.4 萬 | 0.4% | −2,369−32.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,850 | $160.5 萬 | 0.4% | −1,111−28.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,090 | $152.6 萬 | 0.4% | −901−18.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,348 | $149.3 萬 | 0.4% | +3,348 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 7,766 | $147.4 萬 | 0.4% | −2,335−23.1% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 19,667 | $144.4 萬 | 0.3% | +19,667 | 新進 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 5,973 | $141.8 萬 | 0.3% | +2,495+71.7% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 3,740 | $132.6 萬 | 0.3% | +3,740 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,413 | $130.9 萬 | 0.3% | −25−0.1% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 21,201 | $130.3 萬 | 0.3% | +1,369+6.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,631 | $121.8 萬 | 0.3% | −11−0.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 28,197 | $119.4 萬 | 0.3% | −35,220−55.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,396 | $116.5 萬 | 0.3% | −26−0.8% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 58,685 | $112.2 萬 | 0.3% | −300−0.5% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 6,833 | $111.6 萬 | 0.3% | −35−0.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,000 | $110.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,247 | $107.9 萬 | 0.3% | +4,247 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,138 | $107.3 萬 | 0.3% | −1,850−16.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 10,872 | $104.1 萬 | 0.2% | −181−1.6% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 14,007 | $100.8 萬 | 0.2% | +2,003+16.7% | 加碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 90,983 | $99.8 萬 | 0.2% | −4,410−4.6% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,437 | $96.7 萬 | 0.2% | +838+32.2% | 加碼 | 歷史 |
| YETIYETI Holdings, Inc. | COM | 19,473 | $96.5 萬 | 0.2% | −5,230−21.2% | 減碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 3,000 | $95.3 萬 | 0.2% | +3,000 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,624 | $92.7 萬 | 0.2% | +8,624 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 7,705 | $90.7 萬 | 0.2% | −2,188−22.1% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 11,144 | $88.0 萬 | 0.2% | −2,267−16.9% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 509 | $86.4 萬 | 0.2% | +56+12.4% | 加碼 | 歷史 |
| BXPBXP, Inc. | COM | 12,400 | $82.2 萬 | 0.2% | −1,250−9.2% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 21,866 | $79.5 萬 | 0.2% | −4,490−17.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 805 | $77.4 萬 | 0.2% | −245−23.3% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 2,295 | $77.1 萬 | 0.2% | −650−22.1% | 減碼 | 歷史 |
| DEAEasterly Government Properties, Inc. | COM SHS | 30,635 | $76.4 萬 | 0.2% | −6,460−17.4% | 減碼 | 歷史 |
| FDXFFedEx Freight Holding Company, Inc. | COMMON STOCK | 5,034 | $76.0 萬 | 0.2% | +5,034 | 新進 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $74.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TTANServiceTitan, Inc. | SHS CL A | 10,270 | $72.6 萬 | 0.2% | +516+5.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,363 | $71.6 萬 | 0.2% | +1,890+128.3% | 加碼 | – |
| DISWalt Disney Co | Stock | 7,365 | $70.9 萬 | 0.2% | −10,447−58.7% | 減碼 | 歷史 |
| MASMasco Corp | COM | 8,522 | $69.3 萬 | 0.2% | −500−5.5% | 減碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 8,914 | $68.9 萬 | 0.2% | 00.0% | 不變 | – |
| PMPhilip Morris International Inc. | Stock | 3,483 | $63.0 萬 | 0.2% | −34−1.0% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 9,718 | $62.3 萬 | 0.1% | +2,884+42.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,473 | $61.2 萬 | 0.1% | −103−2.3% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 4,311 | $58.5 萬 | 0.1% | −526−10.9% | 減碼依 1 比 3 拆股換算 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,821 | $56.6 萬 | 0.1% | −2,629−21.1% | 減碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| PGProcter & Gamble Co | Stock | – | $74.2 萬 |
2026 年第 1 季之後清倉（6 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TOSTToast, Inc. | Stock | 75,481 | $200.1 萬 | 0.6% | 歷史 |
| AVAVAeroVironment Inc | COM | 4,433 | $81.1 萬 | 0.2% | 歷史 |
| MDTMedtronic plc | Stock | 8,781 | $76.1 萬 | 0.2% | 歷史 |
| PGProcter & Gamble Co | Stock | 5,113 | $73.9 萬 | 0.2% | 歷史 |
| WHRWhirlpool Corp | Stock | 13,646 | $73.6 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,073 | $20.0 萬 | 0.1% | 歷史 |