13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001791002
申报总市值
US$4.2亿
US$4.2亿
138 檔
24.6%
截至 Q3 2025 季度末，Xcel Wealth Management, LLC 的美股持仓估值约为 US$4.2亿，全数申报仓位共有 138 档。
Xcel Wealth Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 8 个全新仓位及加仓 19 档持股的同时，亦同步清仓 2 档并减仓 21 档标的。
在资产配置集中度方面，Xcel Wealth Management, LLC 的前 5 大核心持股（包含 AMZN, RH, BAC 等）合计占整体申报市值的 24.6%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.81% | -0.29% | +0.03% | |
| 2 | RH | Rh | 股票-周期性消费 | 6.64% | +0.41% | +10.35% | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 4.57% | -0.42% | -4.30% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.28% | -0.17% | -0.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.51% | -0.23% | -0.80% | |
| 6 | HD | Home Depot Inc | 股票-周期性消费 | 3.49% | -0.10% | +0.37% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.36% | -0.11% | -1.88% | |
| 8 | F | Ford Motor Co | 股票-周期性消费 | 3.30% | -0.48% | -0.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.83% | +0.07% | -25.08% | |
| 10 | BA | Boeing Co/the | 股票-工业 | 2.76% | -0.32% | +12.13% | |
| 11 | COF | Capital One Financial CORP | 股票-金融 | 2.43% | -0.12% | +0.86% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.20% | — | -4.07% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.03% | -0.01% | -1.01% | |
| 14 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.88% | +0.02% | +8.04% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | -0.14% | -7.36% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.44% | -0.37% | +1.19% | |
| 17 | GE | General Electric | 股票-工业 | 1.42% | +0.05% | +0.07% | |
| 18 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.39% | +0.69% | +8.95% | |
| 19 | UBER | Uber Technologies Inc | 股票-工业 | 1.36% | -0.36% | -2.09% | |
| 20 | WMT | Walmart Inc | 股票-非周期性消费 | 1.34% | -0.44% | -0.59% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.29% | -0.08% | +0.01% | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 1.28% | +0.11% | +0.88% | |
| 23 | PFE | Pfizer Inc | 股票-医疗保健 | 1.22% | -0.21% | -7.44% | |
| 24 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.21% | -0.30% | -4.37% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.19% | -0.45% | +20.54% | |
| 26 | WHR | Whirlpool CORP | 股票-周期性消费 | 1.11% | -0.20% | EXIT | |
| 27 | NOW | Servicenow Inc | 股票-科技 | 1.08% | -0.24% | +0.20% | |
| 28 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.99% | -0.60% | -6.96% | |
| 29 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.95% | -0.19% | -0.88% | |
| 30 | AXP | American Express Co | 股票-金融 | 0.86% | -0.21% | -1.29% | |
| 31 | CAVA | Cava Group Inc | 股票-周期性消费 | 0.86% | -0.31% | +27.70% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.25% | -0.46% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.81% | +0.29% | +65.28% | |
| 34 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.81% | +0.11% | -0.30% | |
| 35 | DEA | Easterly Government Properti | 股票-其他 | 0.77% | -0.04% | -3.67% | |
| 36 | TOST | Toast Inc-class A | 股票-科技 | 0.76% | -0.55% | EXIT | |
| 37 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.76% | -0.19% | — | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.74% | +0.19% | +1.30% | |
| 39 | SKT | Tanger Inc | 股票-房地产 | 0.71% | — | +2.68% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.70% | +1.15% | — | |
| 41 | FDX | Fedex CORP | 股票-工业 | 0.68% | -0.24% | +110.27% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.65% | -0.40% | -0.03% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.15% | +0.82% | |
| 44 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.63% | -0.25% | +5.12% | |
| 45 | BX | Blackstone Inc | 股票-金融 | 0.54% | -0.09% | — | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.53% | -0.17% | +38.11% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.50% | +6.55% | |
| 48 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.52% | — | -0.08% | |
| 49 | GRMN | Garmin Ltd. | 股票-科技 | 0.51% | -0.11% | — | |
| 50 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.49% | +0.45% | +0.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -0.67% | 减仓 |
| 2 | COF | Capital One Financial CORP | +1.1% | +0.86% | 加仓 |
| 3 | BAC 7.25 PERP L债券 | Bank Of America CORP | +1.1% | +8.04% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.9% | -4.07% | 加仓 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.7% | +20.54% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.5% | +65.28% | 加仓 |
| 7 | BA | Boeing Co/the | +0.4% | +12.13% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.4% | +0.88% | 减仓 |
| 9 | MSFT | Microsoft CORP | +0.4% | +0.82% | 加仓 |
| 10 | GE | General Electric | +0.3% | +0.07% | 减仓 |
| 11 | LEVI | Levi Strauss & Co- Class A | +0.3% | -0.30% | 加仓 |
| 12 | CAVA | Cava Group Inc | +0.3% | +27.70% | 加仓 |
| 13 | SOFI | Sofi Technologies Inc | +0.2% | +0.56% | 减仓 |
| 14 | 6D8 | Dupont De Nemours Inc | +0.2% | — | 加仓 |
| 15 | MS | Morgan Stanley | +0.2% | -1.01% | 减仓 |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | -0.08% | 加仓 |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -0.80% | 减仓 |
| 18 | SGOL | Abrdn Physical Gold Shares | +0.2% | +38.11% | 加仓 |
| 19 | AMD | Advanced Micro Devices | +0.1% | +6.55% | 减仓 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1.30% | 加仓 |
| 21 | UBER | Uber Technologies Inc | +0.1% | -2.09% | 减仓 |
| 22 | PANW | Palo Alto Networks Inc | +0.1% | +8.95% | 加仓 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -0.46% | 加仓 |
| 24 | AXP | American Express Co | 0% | -1.29% | 加仓 |
| 25 | NEE | Nextera Energy Inc | 0% | +1.19% | 加仓 |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +0.01% | 减仓 |
| 27 | F | Ford Motor Co | -0.1% | -0.78% | 减仓 |
| 28 | AMZN | Amazon.com Inc | -0.1% | +0.03% | 加仓 |
| 29 | BAC | Bank Of America CORP | -0.1% | -4.30% | 减仓 |
| 30 | HD | Home Depot Inc | -0.1% | +0.37% | 加仓 |
| 31 | MRVL | Marvell Technology Inc | -0.2% | -22.88% | 减仓 |
| 32 | AAPL | Apple Inc | -0.3% | -1.88% | 减仓 |
| 33 | YETI | Yeti Holdings Inc | -0.3% | -21.05% | 减仓 |
| 34 | WHR | Whirlpool CORP | -0.5% | -4.30% | 减仓 |
| 35 | PFE | Pfizer Inc | -0.6% | -7.44% | 减仓 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -7.36% | 减仓 |
| 37 | VZ | Verizon Communications Inc | -0.9% | -6.96% | 减仓 |
| 38 | BLMN | Bloomin' Brands Inc | -1% | -54.23% | 减仓 |
| 39 | GOOGL | Alphabet Inc-cl A | -1% | -25.08% | 减仓 |
| 40 | RH | Rh | -2.7% | +10.35% | 减仓 |
| 41 | DEA | Easterly Government Properties, Inc. | — | EXIT | 清仓 |
| 42 | DEA | Easterly Government Properti | — | NEW | 新建仓 |
| 43 | SKT | Tanger Inc | — | NEW | 新建仓 |
| 44 | FDX | Fedex CORP | — | NEW | 新建仓 |
| 45 | UPS | United Parcel Service-cl B | — | EXIT | 清仓 |
| 46 | AVAV | Aerovironment Inc | — | NEW | 新建仓 |
| 47 | OKLO | Oklo Inc | — | NEW | 新建仓 |
| 48 | KURA | Kura Oncology Inc | — | NEW | 新建仓 |
| 49 | B | Barrick Mining CORP | — | NEW | 新建仓 |
| 50 | CSCO | Cisco Systems Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Xcel Wealth Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$4.2亿，共申报了 138 个公开持股仓位。
在 Q3 2025 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分别为：AMZN (7.8%)、RH (6.6%)、BAC (4.6%)。其中最大持股仓位 AMZN 占据整体投资组合约 7.8% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
DEA
市值: US$297.0万
本季最大获利了结 / 清仓标的
DEA
前期市值: US$422.5万
在 Q3 2025 季度中，Xcel Wealth Management, LLC 共进行了 50 项持仓异动，包含新建仓 8 个仓位、加仓 19 个仓位、减仓 21 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 DEA。 本季清仓仓位包含 DEA。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。