XW

Xcel Wealth Management, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.6亿

申报季度: 2026-03-31 · 持股只数: 133

Xcel Wealth Management, LLC在最新一期 13F 报告中披露了 133 项持股，申报期为 2026-03-31，总持股市值约为 US$3.6亿，季度换手率为 18.5%。

机构性格雪花图

集中度
10.07
持仓稳定性
18.5
动能／逆势
100
行业集中度
56.12
多样化
100
仓位均衡度
84.7

近期动向

  • 减仓 GE

    -73.6%　-US$422.9万

  • 减仓 BAC

    -9.5%　-US$365.9万

  • 加仓 NFLX

    +107.1%　US$197.0万

  • 加仓 GLW

    +156.1%　US$195.8万

  • 减仓 JPM

    -9.9%　-US$243.9万

  • 加仓 CAVA

    -5.9%　US$100.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 132 大持股（共 133 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AMZNAmazon.com INC股票-周期性消费7.72%-0.29%-1.69%
2RHRh股票-周期性消费5.79%+0.08%+19.45%
3NVDANvidia CORP股票-科技4.25%+0.06%-0.16%
4BACBank Of America CORP股票-金融4.11%-0.60%-9.47%
5GOOGLAlphabet Inc-cl A股票-通信服务3.66%+0.14%+4.04%
6AAPLApple INC股票-科技3.30%-0.18%-6.61%
7FFord Motor Co股票-周期性消费3.28%-0.32%-4.68%
8HDHome Depot INC股票-周期性消费3.15%+0.12%-0.11%
9JPMJpmorgan Chase & Co股票-金融3.13%-0.37%-9.87%
10BABoeing Co/the股票-工业3.08%+0.08%+2.88%
11COFCapital One Financial CORP股票-金融2.74%-0.11%+17.66%
12AVGOBroadcom INC股票-科技2.12%-0.15%-3.84%
13MSMorgan Stanley股票-金融2.04%-0.18%-8.80%
14TSLATesla INC股票-周期性消费1.95%+0.03%+13.19%
15BAC 7.25 PERP LBank Of America CORP股票-金融1.93%—+4.74%
16NEENextera Energy INC股票-公用事业1.77%+0.27%-6.05%
17BRK-BBerkshire Hathaway Inc-cl B股票-其他1.74%—+9.11%
18WMTWalmart INC股票-非周期性消费1.39%-0.02%-18.87%
19VOOVanguard S&p 500 ETFETF-大型股与成长1.36%—+1.99%
20CAVACava Group INC股票-周期性消费1.21%+0.35%-5.88%
21PANWPalo Alto Networks INC股票-科技1.18%-0.05%+1.27%
22PFEPfizer INC股票-医疗保健1.15%—-6.46%
23FDXFedex CORP股票-工业1.04%+0.22%-4.96%
24GEVGE Vernova INC股票-工业1.04%+0.25%-10.12%
25NFLXNetflix INC股票-通信服务1.03%+0.58%+107.15%
26CATCaterpillar INC股票-工业0.99%—-22.81%
27PLTRPalantir Technologies Inc-a股票-科技0.93%-0.09%+1.76%
28UBERUber Technologies INC股票-工业0.92%-0.18%-12.59%
29VZVerizon Communications INC股票-通信服务0.88%—-27.16%
30TJXTjx Companies INC股票-周期性消费0.87%—-2.21%
31ABTAbbott Laboratories股票-医疗保健0.86%+0.24%+55.20%
32COSTCostco Wholesale CORP股票-非周期性消费0.83%+0.27%+18.25%
33PRUPrudential Financial INC股票-金融0.79%+0.33%+82.42%
34SKTTanger INC股票-房地产0.79%—+3.45%
35CRWDCrowdstrike Holdings INC - A股票-科技0.75%—+18.75%
36FRTFederal Realty Invs Trust股票-房地产0.73%-0.08%-20.93%
37LEVILevi Strauss & Co- Class A股票-其他0.72%—+7.14%
38GLWCorning INC股票-科技0.72%+0.55%+156.08%
39NOWServicenow INC股票-科技0.71%-0.12%+16.50%
40AMDAdvanced Micro Devices股票-科技0.71%—+1.00%
41GSGoldman Sachs Group INC股票-金融0.70%—+15.93%
42SOFISofi Technologies INC股票-金融0.70%+0.23%+127.31%
43SCHWSchwab (charles) CORP股票-金融0.69%—-5.32%
44SGOLAbrdn Physical Gold SharesETF-避险与商品0.69%—+0.55%
45QQQInvesco Qqq Trust Series 1ETF-科技型0.66%—+20.39%
46METAMeta Platforms Inc-class A股票-通信服务0.63%-0.08%-5.83%
47AXPAmerican Express Co股票-金融0.61%-0.13%-7.12%
48DEDeere & Co股票-工业0.58%—+3.21%
49TOSTToast Inc-class A股票-科技0.55%-0.15%-2.98%
50RTXRtx CORP股票-工业0.54%—+3.23%
1–50 of 132

本季持股变动

Xcel Wealth Management, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Energy Transfer LP (ET); 清仓: Abbvie INC (ABBV); 清仓: Waste Management INC (WM); 清仓: Amgen INC (AMGN); 减仓: General Electric (GE) — 股数 -73.57%.

Xcel Wealth Management, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1NFLXNetflix INC+0.6%+107.15%加仓
2GLWCorning INC+0.6%+156.08%加仓
3CAVACava Group INC+0.4%-5.88%减仓
4PRUPrudential Financial INC+0.3%+82.42%加仓
5COSTCostco Wholesale CORP+0.3%+18.25%加仓
6NEENextera Energy INC+0.3%-6.05%减仓
7ETNEaton Corporation plc+0.3%+130.44%加仓
8GEVGE Vernova INC+0.3%-10.12%减仓
9ABTAbbott Laboratories+0.2%+55.20%加仓
10SOFISofi Technologies INC+0.2%+127.31%加仓
11FDXFedex CORP+0.2%-4.96%减仓
12GOOGLAlphabet Inc-cl A+0.1%+4.04%加仓
13FERGFerguson Enterprises INC+0.1%+137.57%加仓
14MELIMercadolibre INC+0.1%+184.91%加仓
15HDHome Depot INC+0.1%-0.11%减仓
16RHRh+0.1%+19.45%加仓
17BABoeing Co/the+0.1%+2.88%加仓
18NVDANvidia CORP+0.1%-0.16%减仓
19TSLATesla INC0%+13.19%加仓
20WMTWalmart INC0%-18.87%减仓
21PANWPalo Alto Networks INC-0.1%+1.27%加仓
22MSFTMicrosoft CORP-0.1%+5.18%加仓
23FRTFederal Realty Invs Trust-0.1%-20.93%减仓
24METAMeta Platforms Inc-class A-0.1%-5.83%减仓
25PLTRPalantir Technologies Inc-a-0.1%+1.76%加仓
26BLKBlackrock INC-0.1%-22.57%减仓
27KURAKura Oncology INC-0.1%-19.73%减仓
28COFCapital One Financial CORP-0.1%+17.66%加仓
29NOWServicenow INC-0.1%+16.50%加仓
30AXPAmerican Express Co-0.1%-7.12%减仓
31AVGOBroadcom INC-0.2%-3.84%减仓
32TOSTToast Inc-class A-0.2%-2.98%减仓
33BXBlackstone INC-0.2%-18.32%减仓
34AAPLApple INC-0.2%-6.61%减仓
35MSMorgan Stanley-0.2%-8.80%减仓
36UBERUber Technologies INC-0.2%-12.59%减仓
37WFCWells Fargo & Co-0.2%-21.78%减仓
38VVisa Inc-class A Shares-0.2%-36.89%减仓
39DISWalt Disney Co/the-0.3%-30.88%减仓
40AMZNAmazon.com INC-0.3%-1.69%减仓
41MDBMongodb INC-0.3%-35.20%减仓
42FFord Motor Co-0.3%-4.68%减仓
43WHRWhirlpool CORP-0.3%-52.91%减仓
44JPMJpmorgan Chase & Co-0.4%-9.87%减仓
45BACBank Of America CORP-0.6%-9.47%减仓
46GEGeneral Electric-1%-73.57%减仓
47ETEnergy Transfer LP—NEW新建仓
48ABBVAbbvie INC—EXIT清仓
49WMWaste Management INC—EXIT清仓
50AMGNAmgen INC—EXIT清仓

FAQ

Xcel Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Xcel Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.6亿，分布在 133 个已申报仓位之中。
Xcel Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Xcel Wealth Management, LLC 按市值排列的前几大持股为： 1. Amazon.com INC (AMZN) — US$2792.1万 (7.7%) 2. Rh (RH) — US$2091.6万 (5.8%) 3. Nvidia CORP (NVDA) — US$1537.5万 (4.3%) 4. Bank Of America CORP (BAC) — US$1486.0万 (4.1%) 5. Alphabet Inc-cl A (GOOGL) — US$1322.4万 (3.7%)
Xcel Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Xcel Wealth Management, LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 18 个既有持股、减仓 28 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Energy Transfer LP (ET); 清仓: Abbvie INC (ABBV); 清仓: Waste Management INC (WM); 清仓: Amgen INC (AMGN); 减仓: General Electric (GE) — 股数 -73.57%
Xcel Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Xcel Wealth Management, LLC 的主要板块分布如下： • Financials: 24.7% • Information Technology: 23.4% • Consumer Discretionary: 19.9% • Industrials: 12.8% • Communication Services: 11.2% • Consumer Staples: 4.0%