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$4.0億
US$4.0億
140 檔
26.1%
Q2 2026 季度申報顯示，Xcel Wealth Management, LLC 揭露的美股組合總市值為 US$4.0億，涵蓋 140 個不同之權益投資部位。
Xcel Wealth Management, LLC 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 92 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 26.1%，形成該機構在 Q2 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 | 7.43% | +0.63% | -2.51% | |
| 2 | RH | Rh | 股票-循環性消費 | 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-通訊服務 | 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-循環性消費 | 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-循環性消費 | 2.80% | -0.53% | -17.93% | |
| 10 | BA | Boeing Co/the | 股票-工業 | 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-循環性消費 | 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債券 | Bank Of America CORP | 債券 | 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-公用事業 | 1.40% | -0.18% | -3.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.28% | — | -4.85% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 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-工業 | 1.15% | -0.19% | -4.08% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.95% | -0.07% | -13.01% | |
| 29 | PFE | Pfizer Inc | 股票-醫療保健 | 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-循環性消費 | 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-工業 | 0.80% | +0.04% | +1.19% | |
| 34 | SKT | Tanger Inc | 股票-房地產 | 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-通訊服務 | 0.68% | -0.04% | +3.35% | |
| 38 | TJX | Tjx Companies Inc | 股票-循環性消費 | 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-非循環性消費 | 0.58% | -0.05% | -13.48% | |
| 41 | UBER | Uber Technologies Inc | 股票-工業 | 0.56% | -0.05% | -29.46% | |
| 42 | DE | Deere & Co | 股票-工業 | 0.56% | +0.05% | -0.14% | |
| 43 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.54% | -0.07% | -27.14% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | -0.03% | +29.37% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.53% | — | -0.10% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 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% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.6% | +94.81% | 加碼 |
| 2 | ✓ | +1.2% | NEW | 新建倉 | |
| 3 | SCHW | Schwab (charles) CORP | +1.2% | +213.54% | 加碼 |
| 4 | PANW | Palo Alto Networks Inc | +0.7% | -13.56% | 減碼 |
| 5 | INTC | Intel CORP | +0.7% | NEW | 新建倉 |
| 6 | AMD | Advanced Micro Devices | +0.5% | -30.25% | 減碼 |
| 7 | ROAD | Construction Partners Inc-a | +0.5% | NEW | 新建倉 |
| 8 | SOFI | Sofi Technologies Inc | +0.5% | +69.68% | 加碼 |
| 9 | RH | Rh | +0.4% | +5.45% | 加碼 |
| 10 | PRU | Prudential Financial Inc | +0.4% | +56.67% | 加碼 |
| 11 | SNPS | Synopsys Inc | +0.4% | NEW | 新建倉 |
| 12 | BND | Vanguard Total Bond Market | +0.3% | NEW | 新建倉 |
| 13 | ARM | Arm Holdings Plc-adr | +0.3% | NEW | 新建倉 |
| 14 | CAT | Caterpillar Inc | +0.3% | -0.67% | 減碼 |
| 15 | MRVL | Marvell Technology Inc | +0.3% | -0.82% | 減碼 |
| 16 | JNJ | Johnson & Johnson | +0.3% | NEW | 新建倉 |
| 17 | MU | Micron Technology Inc | +0.2% | -17.38% | 減碼 |
| 18 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | NEW | 新建倉 |
| 19 | UPS | United Parcel Service-cl B | +0.2% | NEW | 新建倉 |
| 20 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -25.88% | 減碼 |
| 21 | ✓ | +0.2% | NEW | 新建倉 | |
| 22 | ✓ | +0.1% | NEW | 新建倉 | |
| 23 | ETN | Eaton Corporation plc | +0.1% | +29.37% | 加碼 |
| 24 | FERG | Ferguson Enterprises Inc | +0.1% | +71.74% | 加碼 |
| 25 | TSLA | Tesla Inc | +0.1% | +8.27% | 加碼 |
| 26 | GEV | GE Vernova Inc | +0.1% | -4.08% | 減碼 |
| 27 | LEVI | Levi Strauss & Co- Class A | +0.1% | -1.13% | 減碼 |
| 28 | WY | Weyerhaeuser Co | +0.1% | NEW | 新建倉 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.67% | 加碼 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -2.86% | 減碼 |
| 31 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +128.31% | 加碼 |
| 32 | CAH | Cardinal Health Inc | +0.1% | NEW | 新建倉 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.81% | 減碼 |
| 34 | IBM | Intl Business Machines CORP | +0.1% | +32.24% | 加碼 |
| 35 | GE | General Electric | +0.1% | +0.86% | 加碼 |
| 36 | Q | Qnity Electronics Inc | +0.1% | -0.51% | 減碼 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建倉 |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -0.10% | 減碼 |
| 39 | KURA | Kura Oncology Inc | 0% | -4.62% | 減碼 |
| 40 | BRO | Brown & Brown Inc | 0% | +42.20% | 加碼 |
| 41 | BAC 7.25 PERP L債券 | Bank Of America CORP | 0% | +12.97% | 加碼 |
| 42 | CSCO | Cisco Systems Inc | 0% | -16.84% | 減碼 |
| 43 | MO | Altria Group Inc | 0% | +16.69% | 加碼 |
| 44 | MAS | Masco CORP | 0% | -5.54% | 減碼 |
| 45 | ITA | Ishares U.s. Aerospace & Def | 0% | +31.01% | 加碼 |
| 46 | JEPQ | JPM Nasdaq Equity Premium | 0% | +6.90% | 加碼 |
| 47 | LLY | Eli Lilly & Co | 0% | +1.55% | 加碼 |
| 48 | CELH | Celsius Holdings Inc | 0% | +51.91% | 加碼 |
| 49 | AVGO | Broadcom Inc | — | -5.17% | 減碼 |
| 50 | SKT | Tanger Inc | — | -0.36% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Xcel Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 140 個公開持股部位。
在 Q2 2026 季度，Xcel Wealth Management, LLC 按市值排列的前三大核心持股分別為：AMZN (7.4%)、RH (6.2%)、NVDA (4.1%)。其中最大持股部位 AMZN 佔據整體投資組合約 7.4% 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
市值: US$500.7萬
本季最大獲利了結 / 清倉標的
TOST
前期市值: US$200.1萬
在 Q2 2026 季度中，Xcel Wealth Management, LLC 共進行了 138 項持倉異動，包含新建倉 14 個部位、加碼 32 個部位、減碼 86 個部位以及清倉 6 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 TOST。
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。