13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001791002
申報總市值
US$4.2億
US$4.2億
132 檔
22.0%
根據最新整理的 13F 季度數據集，Xcel Wealth Management, LLC 於 Q1 2026 結束時的管理資產規模為 US$4.2億。該機構在本季度申報了 132 檔美股持倉，呈現出該時期的主要投資地圖。
Xcel Wealth Management, LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 79 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Xcel Wealth Management, LLC 的前 5 大持股（包含 AMZN, RH, NVDA）貢獻了組合市值的 22.0%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 股票-循環性消費 | 7.72% | -0.29% | -1.69% | |
| 2 | RH | Rh | 股票-循環性消費 | 5.79% | +0.41% | +19.45% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.25% | -0.17% | -0.16% | |
| 4 | BAC | Bank Of America CORP | 股票-金融 | 4.11% | -0.42% | -9.47% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.66% | +0.07% | +4.04% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.30% | -0.11% | -6.61% | |
| 7 | F | Ford Motor Co | 股票-循環性消費 | 3.28% | -0.48% | -4.68% | |
| 8 | HD | Home Depot Inc | 股票-循環性消費 | 3.15% | -0.10% | -0.11% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.13% | -0.23% | -9.87% | |
| 10 | BA | Boeing Co/the | 股票-工業 | 3.08% | -0.32% | +2.88% | |
| 11 | COF | Capital One Financial CORP | 股票-金融 | 2.74% | -0.12% | +17.66% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | — | -3.84% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.04% | -0.01% | -8.80% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.95% | +0.11% | +13.19% | |
| 15 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.93% | +0.02% | +4.74% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.77% | -0.37% | -6.05% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | -0.14% | +9.11% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.39% | -0.44% | -18.87% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | -0.08% | +1.99% | |
| 20 | CAVA | Cava Group Inc | 股票-循環性消費 | 1.21% | -0.31% | -5.88% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.18% | +0.69% | +1.27% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 1.15% | -0.21% | -6.46% | |
| 23 | FDX | Fedex CORP | 股票-工業 | 1.04% | -0.24% | -4.96% | |
| 24 | GEV | GE Vernova Inc | 股票-工業 | 1.04% | +0.11% | -10.12% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 1.03% | -0.35% | +107.15% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.99% | +0.29% | -22.81% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.93% | -0.45% | +1.76% | |
| 28 | UBER | Uber Technologies Inc | 股票-工業 | 0.92% | -0.36% | -12.59% | |
| 29 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.88% | -0.60% | -27.16% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.87% | -0.19% | -2.21% | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.86% | -0.39% | +55.20% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | -0.25% | +18.25% | |
| 33 | PRU | Prudential Financial Inc | 股票-金融 | 0.79% | +0.39% | +82.42% | |
| 34 | SKT | Tanger Inc | 股票-房地產 | 0.79% | — | +3.45% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.75% | +0.19% | +18.75% | |
| 36 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.73% | -0.19% | -20.93% | |
| 37 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.72% | +0.11% | +7.14% | |
| 38 | GLW | Corning Inc | 股票-科技 | 0.72% | +1.56% | +156.08% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.71% | -0.24% | +16.50% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | +0.50% | +1.00% | |
| 41 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.70% | — | +15.93% | |
| 42 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.70% | +0.45% | +127.31% | |
| 43 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.69% | +1.15% | -5.32% | |
| 44 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.69% | -0.17% | +0.55% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.66% | +0.09% | +20.39% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.25% | -5.83% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.61% | -0.21% | -7.12% | |
| 48 | DE | Deere & Co | 股票-工業 | 0.58% | -0.02% | +3.21% | |
| 49 | TOST | Toast Inc-class A | 股票-科技 | 0.55% | -0.55% | EXIT | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.54% | -0.19% | +3.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.6% | +107.15% | 加碼 |
| 2 | GLW | Corning Inc | +0.6% | +156.08% | 加碼 |
| 3 | CAVA | Cava Group Inc | +0.4% | -5.88% | 減碼 |
| 4 | PRU | Prudential Financial Inc | +0.3% | +82.42% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.3% | +18.25% | 加碼 |
| 6 | NEE | Nextera Energy Inc | +0.3% | -6.05% | 減碼 |
| 7 | ETN | Eaton Corporation plc | +0.3% | +130.44% | 加碼 |
| 8 | GEV | GE Vernova Inc | +0.3% | -10.12% | 減碼 |
| 9 | ABT | Abbott Laboratories | +0.2% | +55.20% | 加碼 |
| 10 | SOFI | Sofi Technologies Inc | +0.2% | +127.31% | 加碼 |
| 11 | FDX | Fedex CORP | +0.2% | -4.96% | 減碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +9.11% | 加碼 |
| 13 | DE | Deere & Co | +0.2% | +3.21% | 加碼 |
| 14 | PFE | Pfizer Inc | +0.2% | -6.46% | 減碼 |
| 15 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.2% | +4.74% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.04% | 加碼 |
| 17 | FERG | Ferguson Enterprises Inc | +0.1% | +137.57% | 加碼 |
| 18 | MELI | Mercadolibre Inc | +0.1% | +184.91% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +20.39% | 加碼 |
| 20 | HD | Home Depot Inc | +0.1% | -0.11% | 減碼 |
| 21 | GS | Goldman Sachs Group Inc | +0.1% | +15.93% | 加碼 |
| 22 | GRMN | Garmin Ltd. | +0.1% | — | 不變 |
| 23 | SGOL | Abrdn Physical Gold Shares | +0.1% | +0.55% | 加碼 |
| 24 | TTAN | Servicetitan Inc-a | +0.1% | +264.64% | 加碼 |
| 25 | SKT | Tanger Inc | +0.1% | +3.45% | 加碼 |
| 26 | RH | Rh | +0.1% | +19.45% | 加碼 |
| 27 | BA | Boeing Co/the | +0.1% | +2.88% | 加碼 |
| 28 | IBRX | Immunitybio Inc | +0.1% | +115.50% | 加碼 |
| 29 | IBM | Intl Business Machines CORP | +0.1% | +110.62% | 加碼 |
| 30 | MO | Altria Group Inc | +0.1% | +25.37% | 加碼 |
| 31 | GLD | Spdr Gold Shares | +0.1% | +7.14% | 加碼 |
| 32 | RTX | Rtx CORP | +0.1% | +3.23% | 加碼 |
| 33 | TJX | Tjx Companies Inc | +0.1% | -2.21% | 減碼 |
| 34 | Q | Qnity Electronics Inc | +0.1% | -4.23% | 減碼 |
| 35 | MRVL | Marvell Technology Inc | +0.1% | +18.53% | 加碼 |
| 36 | SO | Southern Co/the | +0.1% | +8.30% | 加碼 |
| 37 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.99% | 加碼 |
| 38 | NVDA | Nvidia CORP | +0.1% | -0.16% | 減碼 |
| 39 | XOM | Exxon Mobil CORP | +0.1% | -7.26% | 減碼 |
| 40 | LNG | Cheniere Energy Inc | +0.1% | — | 不變 |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +22.12% | 加碼 |
| 42 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +18.56% | 加碼 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.48% | 加碼 |
| 44 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +18.75% | 加碼 |
| 45 | MU | Micron Technology Inc | 0% | -1.39% | 減碼 |
| 46 | XLK | Ss Technology Select Sector | 0% | +9.80% | 加碼 |
| 47 | TSLA | Tesla Inc | 0% | +13.19% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | -22.81% | 減碼 |
| 49 | AMD | Advanced Micro Devices | 0% | +1.00% | 加碼 |
| 50 | 6D8 | Dupont De Nemours Inc | 0% | -0.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Xcel Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.2億，共申報了 132 個公開持股部位。
在 Q1 2026 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分別為：AMZN (7.7%)、RH (5.8%)、NVDA (4.3%)。其中最大持股部位 AMZN 佔據整體投資組合約 7.7% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
ET
市值: US$113.8萬
本季最大獲利了結 / 清倉標的
ABBV
前期市值: US$64.1萬
在 Q1 2026 季度中，Xcel Wealth Management, LLC 共進行了 134 項持倉異動，包含新建倉 5 個部位、加碼 50 個部位、減碼 63 個部位以及清倉 16 個部位。 其中最大新建倉標的為 ET。 本季清倉部位包含 ABBV。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。