Xcel Wealth Management, LLC 13F 持仓 · 2026年Q2
Xcel Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 139 只证券，申报市值合计 4.19 亿美元。前几大持仓：AMZN（7.43%）、RH（6.20%）、NVDA（4.08%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $31.1M | 7.43% | 130,692 | 减持 |
| 2 | RH | RH | $26.0M | 6.20% | 157,745 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $17.1M | 4.08% | 85,544 | 减持 |
| 4 | GOOGL | ALPHABET INC | $15.6M | 3.73% | 43,774 | 减持 |
| 5 | BAC | BANK OF AMER CORP | $15.5M | 3.69% | 271,286 | 减持 |
| 6 | AAPL | APPLE INC | $13.4M | 3.19% | 46,195 | 减持 |
| 7 | HD | HOME DEPOT INC | $12.8M | 3.05% | 36,233 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $12.1M | 2.90% | 37,089 | 减持 |
| 9 | F | FORD MTR CO | $11.7M | 2.80% | 843,807 | 减持 |
| 10 | BA | BOEING CO | $11.6M | 2.76% | 53,394 | 减持 |
| 11 | COF | CAPITAL ONE FINL CORP | $11.0M | 2.62% | 54,770 | 增持 |
| 12 | GLW | CORNING INC | $9.6M | 2.28% | 37,480 | 增持 |
| 13 | AVGO | BROADCOM INC | $8.9M | 2.12% | 23,529 | 减持 |
| 14 | TSLA | TESLA INC | $8.6M | 2.06% | 20,520 | 增持 |
| 15 | MS | MORGAN STANLEY | $8.5M | 2.03% | 40,660 | 减持 |
| 16 | BAC-PL | BANK OF AMER CORP | $8.2M | 1.95% | 6,620 | 增持 |
| 17 | PANW | PALO ALTO NETWORKS INC | $7.8M | 1.87% | 22,945 | 减持 |
| 18 | SCHW | SCHWAB CHARLES CORP | $7.7M | 1.84% | 83,623 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.7M | 1.60% | 13,415 | 增持 |
| 20 | NEE | NEXTERA ENERGY INC | $5.9M | 1.40% | 66,724 | 减持 |
| 21 | CAT | CATERPILLAR INC | $5.4M | 1.28% | 5,042 | 减持 |
| 22 | VOO | VANGUARD INDEX FDS | $5.4M | 1.28% | 7,836 | 减持 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $5.1M | 1.21% | 8,765 | 减持 |
| 24 | SPCX | SPACE EXPLORATION TECHN CORP | $5.0M | 1.19% | 29,302 | 新建仓 |
| 25 | PRU | PRUDENTIAL FINL INC | $5.0M | 1.18% | 45,874 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR