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$4.0亿
US$4.0亿
140 檔
26.1%
Q2 2026 季度申报显示，Xcel Wealth Management, LLC 披露的美股组合总市值为 US$4.0亿，涵盖 140 个不同之权益投资仓位。
在 Q2 2026，Xcel Wealth Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 86 个仓位并完全清仓 6 档持股，调降曝光的仓位数量高于加仓动作。
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, NVDA 等）合计占整体申报市值的 26.1%，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 | 7.43% | +0.63% | -2.51% | |
| 2 | RH | Rh | 股票-周期性消费 | 6.20% | -1.48% | +5.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.08% | +0.60% | -2.97% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.73% | -0.04% | -4.81% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 3.69% | -0.69% | -11.00% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.19% | +0.17% | -1.61% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 3.05% | -0.54% | +4.71% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.90% | +0.05% | -3.67% | |
| 9 | F | Ford Motor Co | 股票-周期性消费 | 2.80% | -0.53% | -17.93% | |
| 10 | BA | Boeing Co/the | 股票-工业 | 2.76% | -0.28% | -4.41% | |
| 11 | COF | Capital One Financial CORP | 股票-金融 | 2.62% | +0.02% | +0.69% | |
| 12 | GLW | Corning Inc | 股票-科技 | 2.28% | -0.86% | +94.81% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | -0.09% | -5.17% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 2.06% | -0.24% | +8.27% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 2.03% | -0.17% | -9.13% | |
| 16 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.95% | -0.21% | +12.97% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.87% | +0.22% | -13.56% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.84% | +0.18% | +213.54% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | +0.05% | +2.30% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.40% | -0.18% | -3.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.28% | — | -4.85% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 1.28% | -0.40% | -0.67% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.21% | +0.01% | -30.25% | |
| 24 | ✓ | 股票-其他 | 1.19% | +1.17% | — | ||
| 25 | PRU | Prudential Financial Inc | 股票-金融 | 1.18% | +0.03% | +56.67% | |
| 26 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.15% | -0.09% | +69.68% | |
| 27 | GEV | GE Vernova Inc | 股票-工业 | 1.15% | -0.19% | -4.08% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.95% | -0.07% | -13.01% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 0.94% | -0.05% | +10.93% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.94% | +0.27% | -25.88% | |
| 31 | CAVA | Cava Group Inc | 股票-周期性消费 | 0.90% | -0.11% | -11.39% | |
| 32 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.83% | -0.20% | -1.13% | |
| 33 | FDX | Fedex CORP | 股票-工业 | 0.80% | +0.04% | +1.19% | |
| 34 | SKT | Tanger Inc | 股票-房地产 | 0.79% | -0.08% | -0.36% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.75% | +0.07% | +3.67% | |
| 36 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | -0.06% | -2.67% | |
| 37 | NFLX | Netflix Inc | 股票-通信服务 | 0.68% | -0.04% | +3.35% | |
| 38 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.68% | -0.07% | -4.74% | |
| 39 | INTC | Intel CORP | 股票-科技 | 0.66% | +1.64% | — | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.58% | -0.05% | -13.48% | |
| 41 | UBER | Uber Technologies Inc | 股票-工业 | 0.56% | -0.05% | -29.46% | |
| 42 | DE | Deere & Co | 股票-工业 | 0.56% | +0.05% | -0.14% | |
| 43 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.54% | -0.07% | -27.14% | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.53% | -0.03% | +29.37% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.53% | — | -0.10% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.52% | +0.03% | +1.79% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | +0.02% | -2.86% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.48% | +0.33% | -24.59% | |
| 49 | MRVL | Marvell Technology Inc | 股票-科技 | 0.48% | -0.07% | -0.82% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.47% | +0.18% | -20.13% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.6% | +94.81% | 加仓 |
| 2 | ✓ | +1.2% | NEW | 新建仓 | |
| 3 | SCHW | Schwab (charles) CORP | +1.2% | +213.54% | 加仓 |
| 4 | PANW | Palo Alto Networks Inc | +0.7% | -13.56% | 减仓 |
| 5 | INTC | Intel CORP | +0.7% | NEW | 新建仓 |
| 6 | AMD | Advanced Micro Devices | +0.5% | -30.25% | 减仓 |
| 7 | ROAD | Construction Partners Inc-a | +0.5% | NEW | 新建仓 |
| 8 | SOFI | Sofi Technologies Inc | +0.5% | +69.68% | 加仓 |
| 9 | RH | Rh | +0.4% | +5.45% | 加仓 |
| 10 | PRU | Prudential Financial Inc | +0.4% | +56.67% | 加仓 |
| 11 | SNPS | Synopsys Inc | +0.4% | NEW | 新建仓 |
| 12 | BND | Vanguard Total Bond Market | +0.3% | NEW | 新建仓 |
| 13 | ARM | Arm Holdings Plc-adr | +0.3% | NEW | 新建仓 |
| 14 | CAT | Caterpillar Inc | +0.3% | -0.67% | 减仓 |
| 15 | MRVL | Marvell Technology Inc | +0.3% | -0.82% | 减仓 |
| 16 | JNJ | Johnson & Johnson | +0.3% | NEW | 新建仓 |
| 17 | MU | Micron Technology Inc | +0.2% | -17.38% | 减仓 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | NEW | 新建仓 |
| 19 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建仓 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -25.88% | 减仓 |
| 21 | ✓ | +0.2% | NEW | 新建仓 | |
| 22 | ✓ | +0.1% | NEW | 新建仓 | |
| 23 | ETN | Eaton Corporation plc | +0.1% | +29.37% | 加仓 |
| 24 | FERG | Ferguson Enterprises Inc | +0.1% | +71.74% | 加仓 |
| 25 | TSLA | Tesla Inc | +0.1% | +8.27% | 加仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | -4.08% | 减仓 |
| 27 | LEVI | Levi Strauss & Co- Class A | +0.1% | -1.13% | 减仓 |
| 28 | WY | Weyerhaeuser Co | +0.1% | NEW | 新建仓 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.67% | 加仓 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -2.86% | 减仓 |
| 31 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +128.31% | 加仓 |
| 32 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建仓 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.81% | 减仓 |
| 34 | IBM | Intl Business Machines CORP | +0.1% | +32.24% | 加仓 |
| 35 | GE | General Electric | +0.1% | +0.86% | 加仓 |
| 36 | Q | Qnity Electronics Inc | +0.1% | -0.51% | 减仓 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建仓 |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -0.10% | 减仓 |
| 39 | KURA | Kura Oncology Inc | 0% | -4.62% | 减仓 |
| 40 | BRO | Brown & Brown Inc | 0% | +42.20% | 加仓 |
| 41 | BAC 7.25 PERP L债券 | Bank Of America CORP | 0% | +12.97% | 加仓 |
| 42 | CSCO | Cisco Systems Inc | 0% | -16.84% | 减仓 |
| 43 | MO | Altria Group Inc | 0% | +16.69% | 加仓 |
| 44 | MAS | Masco CORP | 0% | -5.54% | 减仓 |
| 45 | ITA | Ishares U.s. Aerospace & Def | 0% | +31.01% | 加仓 |
| 46 | JEPQ | JPM Nasdaq Equity Premium | 0% | +6.90% | 加仓 |
| 47 | LLY | Eli Lilly & Co | 0% | +1.55% | 加仓 |
| 48 | CELH | Celsius Holdings Inc | 0% | +51.91% | 加仓 |
| 49 | AVGO | Broadcom Inc | — | -5.17% | 减仓 |
| 50 | SKT | Tanger Inc | — | -0.36% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Xcel Wealth Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 140 个公开持股仓位。
在 Q2 2026 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分别为：AMZN (7.4%)、RH (6.2%)、NVDA (4.1%)。其中最大持股仓位 AMZN 占据整体投资组合约 7.4% 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
市值: US$500.7万
本季最大获利了结 / 清仓标的
TOST
前期市值: US$200.1万
在 Q2 2026 季度中，Xcel Wealth Management, LLC 共进行了 138 项持仓异动，包含新建仓 14 个仓位、加仓 32 个仓位、减仓 86 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 TOST。
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。