Steele Capital Management, Inc.
DUBUQUE IA · SEC CIK 0001646695
$24.14亿2026Q1 申报市值
86持仓数
57.4%前十大占比 · 第一大 10.2%
8 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$1,482.57万
VCSH 加仓+$1,056.38万
VTI 新建仓+$1,040.63万
VYM 加仓+$647.14万
VGSH 新建仓+$563.82万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$229.26万
JCPB 减仓-$85.93万
AMZN 减仓-$52.48万
XLY 减仓-$49.43万
XLE 减仓-$44.27万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$37.80万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,750 | -100.0% | -$28.14万 | 清仓 |
| CPNG | COUPANG INC | $20.96万 | 0.01% | 11,100 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $24.43万 | 0.01% | 21,174 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $37.05万 | 0.02% | 12,780 | -1,391 | -9.8% | -$4.03万 | 减仓 |
| TMF | DIREXION SHARES ETF TRUST | $37.24万 | 0.02% | 10,327 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $42.69万 | 0.02% | 17,264 | 17,264 | — | $42.69万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $51.19万 | 0.02% | 10,564 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $54.39万 | 0.02% | 10,699 | 10,699 | — | $54.39万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $75.74万 | 0.03% | 10,074 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $81.26万 | 0.03% | 16,460 | -700 | -4.1% | -$3.46万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $83.00万 | 0.03% | 42,500 | -2,481 | -5.5% | -$4.85万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.36万 | 0.04% | 22,822 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $90.05万 | 0.04% | 18,473 | -1,056 | -5.4% | -$5.15万 | 减仓 |
| RNST | RENASANT CORP | $97.55万 | 0.04% | 27,000 | -6,600 | -19.6% | -$23.85万 | 减仓 |
| NFLX | NETFLIX INC. | $110.07万 | 0.05% | 11,448 | -2 | -0.0% | -$192 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $120.13万 | 0.05% | 15,880 | 15,880 | — | $120.13万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $131.38万 | 0.05% | 23,663 | 900 | 4.0% | $5.00万 | 加仓 |
| UMBF | UMB FINL CORP | $140.07万 | 0.06% | 12,371 | 4 | 0.0% | $453 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $174.58万 | 0.07% | 11,747 | 11,747 | — | $174.58万 | 新建仓 |
| SGOV | ISHARES TR | $176.62万 | 0.07% | 17,546 | 2,717 | 18.3% | $27.35万 | 重新持有 |
| TFLO | ISHARES TR | $185.82万 | 0.08% | 36,702 | 23,534 | 178.7% | $119.15万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $196.91万 | 0.08% | 26,026 | 26,026 | — | $196.91万 | 新建仓 |
| IGSB | ISHARES TR | $203.26万 | 0.08% | 38,673 | 2,139 | 5.9% | $11.24万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $216.39万 | 0.09% | 84,460 | -1 | -0.0% | -$26 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $231.94万 | 0.10% | 37,500 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $259.42万 | 0.11% | 57,217 | -1,000 | -1.7% | -$4.53万 | 减仓 |
| — | EXXON MOBIL CORP | $271.15万 | 0.11% | 15,982 | 71 | 0.4% | $1.20万 | 加仓 |
| ABBV | ABBVIE INC | $278.37万 | 0.12% | 12,799 | -382 | -2.9% | -$8.31万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $284.95万 | 0.12% | 57,116 | 861 | 1.5% | $4.30万 | 加仓 |
| GOOG | ALPHABET INC | $290.41万 | 0.12% | 10,124 | -317 | -3.0% | -$9.09万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $291.29万 | 0.12% | 95,505 | -4,471 | -4.5% | -$13.64万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $307.45万 | 0.13% | 26,679 | -759 | -2.8% | -$8.75万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $377.43万 | 0.16% | 25,802 | -2,185 | -7.8% | -$31.96万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $390.90万 | 0.16% | 85,629 | -567 | -0.7% | -$2.59万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $468.12万 | 0.19% | 151,201 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $468.68万 | 0.19% | 60,780 | 60,780 | — | $468.68万 | 新建仓 |
| ITA | ISHARES TR | $503.50万 | 0.21% | 23,017 | 2,040 | 9.7% | $44.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $503.68万 | 0.21% | 13,607 | -641 | -4.5% | -$23.73万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $513.65万 | 0.21% | 176,330 | -9,052 | -4.9% | -$26.37万 | 减仓 |
| IEMG | ISHARES INC | $539.78万 | 0.22% | 77,388 | 264 | 0.3% | $1.84万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $563.82万 | 0.23% | 96,314 | 96,314 | — | $563.82万 | 新建仓 |
| DE | DEERE & CO | $565.21万 | 0.23% | 10,005 | -400 | -3.8% | -$22.60万 | 减仓 |
| NLR | VANECK ETF TRUST | $585.90万 | 0.24% | 43,990 | 10,295 | 30.6% | $137.12万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $625.11万 | 0.26% | 57,360 | -4,536 | -7.3% | -$49.43万 | 减仓 |
| SPYI | NEOS ETF TRUST | $799.36万 | 0.33% | 161,913 | 1,723 | 1.1% | $8.51万 | 加仓 |
| IDEV | ISHARES TR | $930.97万 | 0.39% | 111,400 | -1,548 | -1.4% | -$12.94万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $963.33万 | 0.40% | 292,361 | -1,647 | -0.6% | -$5.43万 | 减仓 |
| ISCG | ISHARES TR | $978.20万 | 0.41% | 178,503 | 290 | 0.2% | $1.59万 | 加仓 |
| AIQ | GLOBAL X FDS | $999.20万 | 0.41% | 214,100 | 8,652 | 4.2% | $40.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,040.63万 | 0.43% | 32,438 | 32,438 | — | $1,040.63万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,295.62万 | 0.54% | 62,209 | -2,520 | -3.9% | -$52.48万 | 减仓 |
| ISCV | ISHARES TR | $1,304.03万 | 0.54% | 187,603 | 424 | 0.2% | $2.95万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,536.25万 | 0.64% | 70,714 | 18,446 | 35.3% | $400.74万 | 加仓 |
| IMCB | ISHARES TR | $1,598.03万 | 0.66% | 191,542 | 2,352 | 1.2% | $19.62万 | 加仓 |
| IMCG | ISHARES TR | $1,605.96万 | 0.67% | 203,880 | 556 | 0.3% | $4.38万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,621.77万 | 0.67% | 264,736 | -7,226 | -2.7% | -$44.27万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,750.88万 | 0.73% | 308,905 | 3,939 | 1.3% | $22.33万 | 加仓 |
| IMCV | ISHARES TR | $1,757.78万 | 0.73% | 207,319 | 667 | 0.3% | $5.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,857.82万 | 0.77% | 38,769 | 5,544 | 16.7% | $265.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,027.86万 | 0.84% | 116,270 | -912 | -0.8% | -$15.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,043.87万 | 0.85% | 33,057 | -166 | -0.5% | -$10.26万 | 减仓 |
| IUSV | ISHARES TR | $2,142.31万 | 0.89% | 209,516 | -1,391 | -0.7% | -$14.22万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,274.64万 | 0.94% | 483,143 | -18,251 | -3.6% | -$85.93万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,349.27万 | 0.97% | 119,739 | 16,554 | 16.0% | $324.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,399.69万 | 0.99% | 313,521 | 1,962 | 0.6% | $15.02万 | 加仓 |
| ICSH | ISHARES TR | $2,492.94万 | 1.03% | 492,482 | 51,830 | 11.8% | $262.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,668.85万 | 1.11% | 180,206 | 43,696 | 32.0% | $647.14万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,357.92万 | 1.39% | 306,128 | 4,578 | 1.5% | $50.22万 | 加仓 |
| AAPL | APPLE INC | $3,454.87万 | 1.43% | 136,131 | 5,930 | 4.6% | $150.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,456.33万 | 1.43% | 1,126,574 | 1,590 | 0.1% | $4.88万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,086.99万 | 1.69% | 212,953 | 18,171 | 9.3% | $348.74万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,600.12万 | 2.32% | 760,472 | 201,327 | 36.0% | $1,482.57万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $5,877.65万 | 2.43% | 710,291 | 3,016 | 0.4% | $24.96万 | 加仓 |
| ILCV | ISHARES TR | $6,242.01万 | 2.59% | 670,175 | 94 | 0.0% | $8,755 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $6,580.25万 | 2.73% | 2,262,086 | -11,484 | -0.5% | -$33.41万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $6,835.27万 | 2.83% | 2,107,699 | 60,573 | 3.0% | $196.44万 | 加仓 |
| IJR | ISHARES TR | $8,090.85万 | 3.35% | 650,861 | 20,599 | 3.3% | $256.07万 | 加仓 |
| AGG | ISHARES TR | $9,453.59万 | 3.92% | 952,311 | 18,917 | 2.0% | $187.79万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1.03亿 | 4.26% | 1,296,479 | 133,264 | 11.5% | $1,056.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.04亿 | 4.30% | 1,918,432 | 66,603 | 3.6% | $359.99万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.05亿 | 4.34% | 4,082,829 | 97,756 | 2.5% | $250.90万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.16亿 | 4.82% | 201,452 | -3,972 | -1.9% | -$229.26万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.34亿 | 5.54% | 223,899 | 4,942 | 2.3% | $295.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.38亿 | 5.71% | 2,152,149 | 41,816 | 2.0% | $267.96万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1.71亿 | 7.09% | 6,911,388 | 184,011 | 2.7% | $455.43万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.75亿 | 7.27% | 6,300,154 | 187,464 | 3.1% | $522.09万 | 加仓 |
| IVV | ISHARES TR | $2.46亿 | 10.19% | 376,762 | -634 | -0.2% | -$41.41万 | 减仓 |