Excelsior Advisor Network LLC
- SEC CIK
- 0002110679
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位。
- 持股檔數
- 168
- 2025 年第 3 季沒有申報
- 總值
- $2.06 億
- 2025 年第 3 季沒有申報
Excelsior Advisor Network LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IOVAIovance Biotherapeutics, Inc. | COM | 15,150 | $4.14 萬 | <0.1% | – | – | 歷史 |
| NEOGNeogen Corp | COM | 10,000 | $6.99 萬 | <0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 11,816 | $15.5 萬 | 0.1% | – | – | 歷史 |
| CLSKCleanspark, Inc. | COM NEW | 16,600 | $16.8 萬 | 0.1% | – | – | 歷史 |
| RKTRocket Companies, Inc. | Stock | 10,000 | $19.4 萬 | 0.1% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 870 | $20.0 萬 | 0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 228 | $20.0 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 1,306 | $20.1 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 2,385 | $20.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,521 | $20.8 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 3,875 | $20.9 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,847 | $21.0 萬 | 0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 1,034 | $21.1 萬 | 0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 685 | $21.4 萬 | 0.1% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 200 | $21.4 萬 | 0.1% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 1,323 | $21.4 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 670 | $21.6 萬 | 0.1% | – | – | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 2,857 | $21.7 萬 | 0.1% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 1,253 | $21.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 796 | $22.2 萬 | 0.1% | – | – | – |
| PNWPinnacle West Capital Corp | COM | 2,517 | $22.3 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 498 | $22.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 2,453 | $22.6 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 883 | $22.7 萬 | 0.1% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 862 | $23.2 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 770 | $23.3 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,313 | $23.3 萬 | 0.1% | – | – | – |
| APHAmphenol Corp | CL A | 1,740 | $23.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,241 | $24.8 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,117 | $25.8 萬 | 0.1% | – | – | 歷史 |
| RSReliance, Inc. | COM | 901 | $26.0 萬 | 0.1% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 6,334 | $26.2 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 2,800 | $26.3 萬 | 0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,906 | $26.5 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 721 | $26.7 萬 | 0.1% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 748 | $27.0 萬 | 0.1% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,543 | $27.3 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 8,571 | $27.6 萬 | 0.1% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 8,197 | $27.7 萬 | 0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 949 | $27.9 萬 | 0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,232 | $27.9 萬 | 0.1% | – | – | – |
| RIORio Tinto PLC | ADR | 3,482 | $27.9 萬 | 0.1% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 4,790 | $28.8 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 2,494 | $29.1 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,328 | $29.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 2,028 | $30.2 萬 | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,072 | $30.5 萬 | 0.1% | – | – | 歷史 |
| AFLAflac Inc | Stock | 2,791 | $30.8 萬 | 0.1% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 487 | $31.8 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,895 | $32.4 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 1,067 | $32.9 萬 | 0.2% | – | – | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 364 | $33.0 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,120 | $33.1 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 13,435 | $33.5 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,719 | $33.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 2,521 | $35.1 萬 | 0.2% | – | – | – |
| DEDeere & Co | Stock | 756 | $35.2 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,428 | $36.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,089 | $36.5 萬 | 0.2% | – | – | – |
| SHWSherwin Williams Co | COM | 1,129 | $36.6 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,061 | $36.7 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,079 | $37.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 559 | $38.3 萬 | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 6,665 | $38.4 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 8,256 | $38.6 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 1,785 | $38.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 1,645 | $38.8 萬 | 0.2% | – | – | – |
| Angel Oak Funds Trust03463K760 | INCOME ETF | 19,300 | $40.2 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 4,317 | $40.2 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 743 | $42.4 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,973 | $42.6 萬 | 0.2% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 2,094 | $43.0 萬 | 0.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,084 | $43.5 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 13,349 | $44.2 萬 | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 2,765 | $44.5 萬 | 0.2% | – | – | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 4,201 | $45.6 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 798 | $46.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,133 | $46.8 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 14,892 | $47.2 萬 | 0.2% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 2,583 | $47.8 萬 | 0.2% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 4,355 | $50.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,616 | $50.3 萬 | 0.2% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,791 | $50.6 萬 | 0.2% | – | – | – |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 6,775 | $53.3 萬 | 0.3% | – | – | – |
| Davis Fundamental ETF Tr23908L405 | SELCT INTL ETF | 18,724 | $53.4 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 14,391 | $54.7 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,686 | $54.7 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 6,917 | $57.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 898 | $59.3 萬 | 0.3% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,271 | $60.3 萬 | 0.3% | – | – | 歷史 |
| Direxion Shs ETF Tr25459W862 | DRX S&P500BULL | 2,750 | $60.7 萬 | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,223 | $62.0 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,382 | $62.3 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 13,337 | $62.5 萬 | 0.3% | – | – | – |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 21,382 | $63.0 萬 | 0.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,010 | $64.5 萬 | 0.3% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 3,803 | $65.1 萬 | 0.3% | – | – | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,200 | $68.2 萬 | 0.3% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 3,526 | $68.5 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,577 | $69.7 萬 | 0.3% | – | – | 歷史 |