SteelPeak Wealth, LLC
WOODLAND HILLS CA · SEC CIK 0001801868
$38.63亿2026Q2 申报市值
643持仓数
32.0%前十大占比 · 第一大 7.1%
123 / 70新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$4,037.72万
NFLX 加仓+$2,516.64万
AMGN 加仓+$1,917.21万
TMUS 加仓+$1,894.58万
BKNG 加仓+$1,506.25万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$5,922.53万
MU 减仓-$4,941.19万
CSCO 减仓-$4,636.23万
INTC 减仓-$2,096.77万
SPY 减仓-$1,678.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC 看跌期权 | $14.84万 | 0.00% | 1,300 | -1,200 | -48.0% | -$13.70万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $15.17万 | 0.00% | 1,300 | -100 | -7.1% | -$1.17万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $17.05万 | 0.00% | 15,800 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC 看涨期权 | $17.16万 | 0.00% | 200 | 200 | — | $17.16万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $18.10万 | 0.00% | 16,275 | 3,905 | 31.6% | $4.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $18.71万 | 0.00% | 200 | 200 | — | $18.71万 | 新建仓 |
| PRGO | PERRIGO CO PLC | $19.24万 | 0.00% | 18,516 | 18,516 | — | $19.24万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $19.82万 | 0.01% | 25,092 | 7,189 | 40.2% | $5.68万 | 加仓 |
| AIS | TIDAL TRUST III | $20.05万 | 0.01% | 2,350 | -12,954 | -84.6% | -$110.51万 | 重新持有 |
| SHEL | SHELL PLC | $20.05万 | 0.01% | 2,586 | 352 | 15.8% | $2.73万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $20.12万 | 0.01% | 6,335 | -2,750 | -30.3% | -$8.73万 | 减仓 |
| CLSK | CLEANSPARK INC | $20.28万 | 0.01% | 13,936 | 13,936 | — | $20.28万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $20.39万 | 0.01% | 853 | -437 | -33.9% | -$10.44万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND 看涨期权 | $20.90万 | 0.01% | 400 | 200 | 100.0% | $10.45万 | 加仓 |
| APH | AMPHENOL CORP | $21.22万 | 0.01% | 1,202 | -17,788 | -93.7% | -$314.00万 | 减仓 |
| IJK | ISHARES TR | $21.24万 | 0.01% | 1,808 | 1,808 | — | $21.24万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $21.37万 | 0.01% | 7,286 | -7,590 | -51.0% | -$22.26万 | 重新持有 |
| CVX | CHEVRON CORPORATION 看涨期权 | $21.55万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $21.55万 | 0.01% | 2,499 | 2,499 | — | $21.55万 | 新建仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $21.58万 | 0.01% | 4,136 | 4,136 | — | $21.58万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $21.65万 | 0.01% | 1,885 | -711 | -27.4% | -$8.17万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $21.95万 | 0.01% | 1,303 | 1,303 | — | $21.95万 | 新建仓 |
| WAB | WABTEC | $22.16万 | 0.01% | 822 | 822 | — | $22.16万 | 新建仓 |
| RAAX | VANECK ETF TRUST | $22.39万 | 0.01% | 5,643 | 241 | 4.5% | $9,560 | 加仓 |
| HSBC | HSBC HLDGS PLC | $22.40万 | 0.01% | 2,355 | 2,355 | — | $22.40万 | 新建仓 |
| COPX | GLOBAL X FDS | $22.53万 | 0.01% | 2,917 | -8 | -0.3% | -$618 | 减仓 |
| SNDK | SANDISK CORP 看涨期权 | $22.74万 | 0.01% | 100 | -200 | -66.7% | -$45.47万 | 减仓 |
| COKE | COCA COLA CONS INC | $22.74万 | 0.01% | 1,191 | 59 | 5.2% | $1.13万 | 加仓 |
| — | GENELUX CORPORATION | $22.84万 | 0.01% | 75,895 | 15,000 | 24.6% | $4.52万 | 加仓 |
| MRNA | MODERNA INC | $22.90万 | 0.01% | 3,270 | 3,270 | — | $22.90万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $22.95万 | 0.01% | 368 | 368 | — | $22.95万 | 新建仓 |
| RHI | ROBERT HALF INC. | $23.10万 | 0.01% | 7,524 | 7,524 | — | $23.10万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.36万 | 0.01% | 476 | 476 | — | $23.36万 | 新建仓 |
| NFLX | NETFLIX INC. 看涨期权 | $23.56万 | 0.01% | 3,300 | 2,000 | 153.8% | $14.28万 | 加仓 |
| BLK | BLACKROCK INC | $23.59万 | 0.01% | 245 | -555 | -69.4% | -$53.45万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $23.74万 | 0.01% | 872 | 80 | 10.1% | $2.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.79万 | 0.01% | 7,030 | -201 | -2.8% | -$6,802 | 减仓 |
| TER | TERADYNE INC 看涨期权 | $24.19万 | 0.01% | 500 | 500 | — | $24.19万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $24.31万 | 0.01% | 9,794 | 9,794 | — | $24.31万 | 新建仓 |
| EWU | ISHARES TR | $24.56万 | 0.01% | 5,324 | 866 | 19.4% | $4.00万 | 加仓 |
| CVS | CVS HEALTH CORP | $24.79万 | 0.01% | 2,397 | -2,660 | -52.6% | -$27.52万 | 重新持有 |
| DIVO | AMPLIFY ETF TR | $25.18万 | 0.01% | 5,509 | -1,556 | -22.0% | -$7.11万 | 减仓 |
| IXN | ISHARES TR | $25.21万 | 0.01% | 1,745 | 1,745 | — | $25.21万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $25.37万 | 0.01% | 4,890 | 774 | 18.8% | $4.02万 | 加仓 |
| — | ALPHABET INC | $25.45万 | 0.01% | 5,000 | 5,000 | — | $25.45万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $25.55万 | 0.01% | 8,020 | 1,220 | 17.9% | $3.89万 | 加仓 |
| BP | BP PLC | $25.62万 | 0.01% | 6,933 | -194 | -2.7% | -$7,168 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.65万 | 0.01% | 2,897 | 29 | 1.0% | $2,568 | 加仓 |
| NVO | NOVO-NORDISK A S | $25.77万 | 0.01% | 5,376 | -277 | -4.9% | -$1.33万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $25.81万 | 0.01% | 7,519 | -22,185 | -74.7% | -$76.14万 | 减仓 |
| NDAQ | NASDAQ INC | $25.84万 | 0.01% | 3,278 | 240 | 7.9% | $1.89万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $25.92万 | 0.01% | 10,560 | 10,560 | — | $25.92万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $25.98万 | 0.01% | 2,760 | 2,760 | — | $25.98万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $26.11万 | 0.01% | 852 | 10 | 1.2% | $3,064 | 加仓 |
| DOW | DOW HLDGS INC | $26.17万 | 0.01% | 9,566 | -1,120 | -10.5% | -$3.06万 | 减仓 |
| AES | AES CORP | $26.19万 | 0.01% | 17,864 | 948 | 5.6% | $1.39万 | 加仓 |
| MET | METLIFE INC | $26.80万 | 0.01% | 3,168 | -52,830 | -94.3% | -$447.00万 | 减仓 |
| WMB | WILLIAMS COS INC | $26.83万 | 0.01% | 3,609 | 478 | 15.3% | $3.55万 | 加仓 |
| COWZ | PACER FDS TR | $27.14万 | 0.01% | 4,364 | 584 | 15.4% | $3.63万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $27.18万 | 0.01% | 6,578 | -184 | -2.7% | -$7,603 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $27.27万 | 0.01% | 2,759 | 2,759 | — | $27.27万 | 新建仓 |
| GLDM | WORLD GOLD TR | $27.36万 | 0.01% | 3,445 | 526 | 18.0% | $4.18万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $27.39万 | 0.01% | 1,193 | -433 | -26.6% | -$9.94万 | 减仓 |
| FALN | ISHARES TR | $27.59万 | 0.01% | 10,130 | 411 | 4.2% | $1.12万 | 加仓 |
| F | FORD MTR CO | $27.67万 | 0.01% | 19,903 | -289,040 | -93.6% | -$401.77万 | 减仓 |
| MDT | MEDTRONIC PLC | $27.82万 | 0.01% | 3,524 | 712 | 25.3% | $5.62万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $27.93万 | 0.01% | 1,249 | 119 | 10.5% | $2.66万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $28.00万 | 0.01% | 955 | 17 | 1.8% | $4,984 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $28.43万 | 0.01% | 2,501 | -8,015 | -76.2% | -$91.12万 | 减仓 |
| OEF | ISHARES TR | $28.50万 | 0.01% | 779 | -731 | -48.4% | -$26.75万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $28.58万 | 0.01% | 2,648 | -5,403 | -67.1% | -$58.31万 | 减仓 |
| TRFK | PACER FDS TR | $28.78万 | 0.01% | 2,697 | -2,086 | -43.6% | -$22.26万 | 重新持有 |
| IJH | ISHARES TR | $28.80万 | 0.01% | 3,734 | 171 | 4.8% | $1.32万 | 加仓 |
| TJX | TJX COS INC NEW | $28.99万 | 0.01% | 1,913 | 116 | 6.5% | $1.76万 | 加仓 |
| NSP | INSPERITY INC | $29.07万 | 0.01% | 7,038 | 7,038 | — | $29.07万 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $29.10万 | 0.01% | 17,198 | -3,808 | -18.1% | -$6.44万 | 重新持有 |
| — | GLOBAL X FDS | $29.18万 | 0.01% | 12,830 | 2,734 | 27.1% | $6.22万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $29.22万 | 0.01% | 3,289 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $29.30万 | 0.01% | 13,181 | 191 | 1.5% | $4,245 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $29.37万 | 0.01% | 7,554 | -62 | -0.8% | -$2,411 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $29.41万 | 0.01% | 2,207 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $29.43万 | 0.01% | 1,565 | 1 | 0.1% | $188 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $29.44万 | 0.01% | 11,833 | -616 | -4.9% | -$1.53万 | 减仓 |
| PSX | PHILLIPS 66 | $29.52万 | 0.01% | 1,746 | 17 | 1.0% | $2,874 | 加仓 |
| JNK | SPDR SERIES TRUST | $29.60万 | 0.01% | 3,071 | 101 | 3.4% | $9,733 | 加仓 |
| ET | ENERGY TRANSFER L P | $29.67万 | 0.01% | 15,519 | -1,879 | -10.8% | -$3.59万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $29.74万 | 0.01% | 839 | -1,273 | -60.3% | -$45.13万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $29.76万 | 0.01% | 1,247 | 21 | 1.7% | $5,011 | 加仓 |
| NVS | NOVARTIS AG | $29.79万 | 0.01% | 1,901 | 95 | 5.3% | $1.49万 | 加仓 |
| CI | THE CIGNA GROUP | $29.96万 | 0.01% | 1,087 | -9,379 | -89.6% | -$258.49万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $30.20万 | 0.01% | 380 | 380 | — | $30.20万 | 新建仓 |
| ESLT | ELBIT SYS LTD 看涨期权 | $30.35万 | 0.01% | 400 | 100 | 33.3% | $7.59万 | 加仓 |
| — | PROSHARES TR | $30.54万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| EELV | INVESCO EXCH TRADED FD TR II | $30.55万 | 0.01% | 10,991 | -1,189 | -9.8% | -$3.31万 | 减仓 |
| KKR | KKR & CO INC | $30.58万 | 0.01% | 3,332 | 76 | 2.3% | $6,975 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $30.65万 | 0.01% | 1,446 | 68 | 4.9% | $1.44万 | 加仓 |
| VST | VISTRA CORP | $30.81万 | 0.01% | 1,942 | -642 | -24.8% | -$10.18万 | 减仓 |
| TXG | 10X GENOMICS INC | $30.86万 | 0.01% | 8,050 | 8,050 | — | $30.86万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $30.88万 | 0.01% | 1,019 | 82 | 8.8% | $2.49万 | 重新持有 |
| NTSI | WISDOMTREE TR | $30.93万 | 0.01% | 6,638 | 418 | 6.7% | $1.95万 | 加仓 |