13F 机构持仓

SteelPeak Wealth, LLC

WOODLAND HILLS CA · SEC CIK 0001801868

2026Q22026Q1 更早 9 个季度 🔒
$32.75亿2026Q1 申报市值
575持仓数
32.3%前十大占比 · 第一大 7.8%
100 / 74新建仓 / 清仓
申报市值走势$38.63亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 7.8%
NVDA 4.8%
AMZN 3.4%
SPY 3.0%
GOOGL 2.9%
QQQ 2.6%
TSLA 2.1%
MSFT 2.0%
IVV 1.9%
META 1.9%

2026Q1 买入最多 按季末市值估算

AAPL 加仓+$4,434.85万
NVDA 加仓+$3,122.18万
IVV 加仓+$2,294.79万
ISRG 加仓+$2,110.29万
MSFT 加仓+$1,974.01万

2026Q1 卖出最多 按季末市值估算

QQQE 减仓-$5,446.60万
MGV 清仓-$4,297.08万
OEF 减仓-$2,598.97万
FTEC 减仓-$2,168.94万
MU 减仓-$1,967.40万

2026Q1 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
JAAA JANUS DETROIT STR TR $119.78万0.04%23,688 -10,187-30.1% -$51.51万 减仓
ASML ASML HLDG NV $121.51万0.04%920 -858-48.3% -$113.32万 减仓
EMB ISHARES TR $121.89万0.04%12,977 -42,627-76.7% -$400.40万 减仓
MPC MARATHON PETE CORP 看涨期权 $122.09万0.04%5,000 5,000— $122.09万 新建仓
VLO VALERO ENERGY CORP 看涨期权 $123.54万0.04%5,000 5,000— $123.54万 新建仓
LMT LOCKHEED MARTIN CORP $123.93万0.04%2,051 1,152128.1% $69.61万 加仓
TRV TRAVELERS COMPANIES INC $124.03万0.04%4,252 -22,193-83.9% -$647.38万 减仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $125.24万0.04%53,284 -3,516-6.2% -$8.26万 减仓
— TIDAL TRUST II $125.46万0.04%67,486 31,23086.1% $58.06万 加仓
VB VANGUARD INDEX FDS $125.62万0.04%4,796 -94-1.9% -$2.46万 减仓
MELI MERCADOLIBRE INC $126.74万0.04%733 24349.6% $42.02万 加仓
KMB KIMBERLY-CLARK CORP $127.61万0.04%13,092 13,092— $127.61万 新建仓
SCZ ISHARES TR $132.32万0.04%16,875 -83-0.5% -$6,508 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $132.96万0.04%22,524 -37,833-62.7% -$223.33万 减仓
UPS UNITED PARCEL SVCS INC $133.11万0.04%13,530 -2,291-14.5% -$22.54万 减仓
NOW SERVICENOW INC $134.61万0.04%12,875 4,80559.5% $50.24万 加仓
AAPL APPLE INC 看涨期权 $137.05万0.04%5,400 1,90054.3% $48.22万 加仓
COIN COINBASE GLOBAL INC $137.44万0.04%7,871 3,945100.5% $68.89万 加仓
XLE SELECT SECTOR SPDR TR $138.73万0.04%22,645 -3,637-13.8% -$22.28万 减仓
IGHG PROSHARES TR $139.03万0.04%17,902 -2,226-11.1% -$17.29万 减仓
ARLP ALLIANCE RESOURCE PARTNERS L $139.74万0.04%50,540 50,540— $139.74万 新建仓
ESLT ELBIT SYS LTD $140.01万0.04%1,649 54048.7% $45.85万 加仓
RDNT RADNET INC $140.28万0.04%25,100 00.0% — 不变
BRK/A BERKSHIRE HATHAWAY INC DEL $143.63万0.04%2 00.0% — 不变
URI UNITED RENTALS INC $146.80万0.04%2,015 00.0% — 不变
— TIDAL TRUST II $147.99万0.05%63,163 63,163— $147.99万 新建仓
FRDM EA SERIES TRUST $149.66万0.05%27,272 -390-1.4% -$2.14万 减仓
DE DEERE & CO $149.79万0.05%2,651 54625.9% $30.85万 加仓
SNDK SANDISK CORP $150.38万0.05%2,367 2,367— $150.38万 新建仓
SCHF SCHWAB STRATEGIC TR $153.63万0.05%62,071 -2,203-3.4% -$5.45万 减仓
CMDY ISHARES U S ETF TR $154.54万0.05%26,007 12,00285.7% $71.32万 加仓
WM WASTE MGMT INC DEL $157.59万0.05%6,858 -5,920-46.3% -$136.04万 减仓
BMY BRISTOL-MYERS SQUIBB CO $161.99万0.05%26,709 -9,648-26.5% -$58.51万 减仓
GOOGL ALPHABET INC 看涨期权 $166.78万0.05%5,800 1,90048.7% $54.64万 加仓
RTX RTX CORPORATION $176.66万0.05%9,158 1,31916.8% $25.44万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $177.12万0.05%31,249 -1,769-5.4% -$10.03万 减仓
SCHB SCHWAB STRATEGIC TR $179.19万0.05%71,391 -3,518-4.7% -$8.83万 减仓
DELL DELL TECHNOLOGIES INC $180.54万0.06%11,000 -2,672-19.5% -$43.85万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $191.26万0.06%70,445 70,445— $191.26万 新建仓
QQQI NEOS ETF TRUST $193.53万0.06%38,947 38,947— $193.53万 新建仓
JMUB J P MORGAN EXCHANGE TRADED F $196.83万0.06%39,375 39,375— $196.83万 新建仓
XLV SELECT SECTOR SPDR TR $198.28万0.06%13,525 9477.5% $13.88万 加仓
JMST J P MORGAN EXCHANGE TRADED F $198.84万0.06%39,004 39,004— $198.84万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $199.49万0.06%4,114 51314.2% $24.88万 加仓
ANET ARISTA NETWORKS INC $201.11万0.06%16,380 -13,548-45.3% -$166.34万 减仓
SHM SPDR SERIES TRUST $203.27万0.06%42,498 -550-1.3% -$2.63万 减仓
PWZ INVESCO EXCH TRADED FD TR II $204.34万0.06%85,605 -1,269-1.5% -$3.03万 减仓
MNST MONSTER BEVERAGE CORP NEW $204.90万0.06%28,278 300.1% $2,174 加仓
PM PHILIP MORRIS INTL INC $205.54万0.06%12,325 4,07949.5% $68.02万 加仓
NET CLOUDFLARE INC $206.83万0.06%10,024 70.1% $1,444 加仓
LQD ISHARES TR $209.44万0.06%19,216 2141.1% $2.33万 加仓
FDX FEDEX CORP $214.39万0.07%5,995 -1,370-18.6% -$48.99万 减仓
OMFL INVESCO EXCH TRD SLF IDX FD $214.96万0.07%35,754 -747-2.0% -$4.49万 减仓
PZA INVESCO EXCH TRADED FD TR II $215.68万0.07%93,855 -1,390-1.5% -$3.19万 减仓
IBIT ISHARES BITCOIN TRUST ETF $219.15万0.07%57,040 18,99049.9% $72.96万 加仓
DY DYCOM INDS INC $220.30万0.07%6,502 -32-0.5% -$1.08万 减仓
SUB ISHARES TR $224.14万0.07%21,046 -228-1.1% -$2.43万 减仓
BE BLOOM ENERGY CORP $226.02万0.07%16,682 16,682— $226.02万 新建仓
KGC KINROSS GOLD CORP $226.29万0.07%74,145 74,145— $226.29万 新建仓
SMH VANECK ETF TRUST $227.20万0.07%5,926 -1,409-19.2% -$54.02万 减仓
META META PLATFORMS INC 看涨期权 $234.57万0.07%4,100 2,100105.0% $120.15万 加仓
VTEB VANGUARD MUN BD FDS $235.71万0.07%47,246 -624-1.3% -$3.11万 减仓
DUOL DUOLINGO INC $236.59万0.07%24,002 6,00033.3% $59.14万 加仓
VTV VANGUARD INDEX FDS $236.75万0.07%12,067 -19-0.2% -$3,728 减仓
APH AMPHENOL CORP $240.40万0.07%18,990 1,0926.1% $13.82万 加仓
FSLR FIRST SOLAR INC $241.60万0.07%12,248 1,16910.6% $23.06万 加仓
AU ANGLOGOLD ASHANTI PLC $243.39万0.07%24,999 24,999— $243.39万 新建仓
UNH UNITEDHEALTH GROUP INC 看涨期权 $243.53万0.07%9,000 9,000— $243.53万 新建仓
AVAV AEROVIRONMENT INC $245.60万0.08%13,417 1,53212.9% $28.04万 加仓
VLUE ISHARES TR $249.63万0.08%17,556 4,58535.3% $65.19万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $254.70万0.08%6,489 -4,536-41.1% -$178.04万 减仓
PRIM PRIMORIS SVCS CORP $255.01万0.08%17,818 -1,067-5.6% -$15.27万 减仓
CMF ISHARES TR $256.72万0.08%45,150 -510-1.1% -$2.90万 减仓
NVDA NVIDIA CORPORATION 看涨期权 $258.11万0.08%14,800 6,80085.0% $118.59万 加仓
CRS CARPENTER TECHNOLOGY CORP $259.31万0.08%6,579 6,579— $259.31万 新建仓
ACN ACCENTURE PLC IRELAND $262.35万0.08%13,230 13,230— $262.35万 新建仓
HWM HOWMET AEROSPACE INC $264.09万0.08%11,459 -261-2.2% -$6.02万 减仓
EME EMCOR GROUP INC $265.65万0.08%3,598 1654.8% $12.18万 加仓
CLS CELESTICA INC $266.13万0.08%9,448 -670-6.6% -$18.87万 减仓
CRH CRH PLC $266.30万0.08%25,250 25,250— $266.30万 新建仓
AER AERCAP HOLDINGS NV $266.63万0.08%19,436 -2,605-11.8% -$35.74万 重新持有
AIG AMERICAN INTL GROUP INC $268.48万0.08%35,679 12,67555.1% $95.38万 加仓
VICI VICI PPTYS INC $275.14万0.08%100,701 40,04066.0% $109.40万 加仓
PFM INVESCO EXCHANGE TRADED FD T $275.46万0.08%53,914 44,888497.3% $229.34万 加仓
IAUM ISHARES GOLD TR $278.45万0.09%59,626 -131-0.2% -$6,118 减仓
AEM AGNICO EAGLE MINES LTD $278.57万0.09%13,724 7565.8% $15.35万 加仓
CI THE CIGNA GROUP $279.19万0.09%10,466 4,39872.5% $117.32万 加仓
WWD WOODWARD INC $280.07万0.09%7,825 -391-4.8% -$13.99万 减仓
MO ALTRIA GROUP INC $280.73万0.09%41,919 -9,154-17.9% -$61.30万 减仓
MUB ISHARES TR $283.97万0.09%26,752 -6,726-20.1% -$71.40万 减仓
GPC GENUINE PARTS CO $284.85万0.09%26,671 10,14161.3% $108.31万 加仓
GLD SPDR GOLD TR $285.63万0.09%6,638 -4,344-39.6% -$186.92万 减仓
SBAC SBA COMMUNICATIONS CORP $288.75万0.09%16,777 3,23723.9% $55.71万 重新持有
GOOG ALPHABET INC 看涨期权 $289.73万0.09%10,100 00.0% — 不变
TPR TAPESTRY INC $292.16万0.09%20,705 6,10941.9% $86.20万 加仓
HLF HERBALIFE LTD $294.40万0.09%200,000 -50,000-20.0% -$73.60万 减仓
GM GENERAL MTRS CO $294.68万0.09%39,554 -682-1.7% -$5.08万 减仓
SBUX STARBUCKS CORP $297.33万0.09%33,188 11,42252.5% $102.33万 加仓
TQQQ PROSHARES TR $298.33万0.09%71,575 00.0% — 不变
STLD STEEL DYNAMICS INC $298.41万0.09%16,529 -3,383-17.0% -$61.08万 减仓