SteelPeak Wealth, LLC
WOODLAND HILLS CA · SEC CIK 0001801868
$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
26Q126Q2
前十大持仓 占组合比例
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 | 1,152 | 128.1% | $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 | 31,230 | 86.1% | $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 | 243 | 49.6% | $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 | 4,805 | 59.5% | $50.24万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $137.05万 | 0.04% | 5,400 | 1,900 | 54.3% | $48.22万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $137.44万 | 0.04% | 7,871 | 3,945 | 100.5% | $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 | 540 | 48.7% | $45.85万 | 加仓 |
| RDNT | RADNET INC | $140.28万 | 0.04% | 25,100 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $146.80万 | 0.04% | 2,015 | 0 | 0.0% | — | 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 | 546 | 25.9% | $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 | 12,002 | 85.7% | $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 | 1,900 | 48.7% | $54.64万 | 加仓 |
| RTX | RTX CORPORATION | $176.66万 | 0.05% | 9,158 | 1,319 | 16.8% | $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 | 947 | 7.5% | $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 | 513 | 14.2% | $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 | 30 | 0.1% | $2,174 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $205.54万 | 0.06% | 12,325 | 4,079 | 49.5% | $68.02万 | 加仓 |
| NET | CLOUDFLARE INC | $206.83万 | 0.06% | 10,024 | 7 | 0.1% | $1,444 | 加仓 |
| LQD | ISHARES TR | $209.44万 | 0.06% | 19,216 | 214 | 1.1% | $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 | 18,990 | 49.9% | $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 | 2,100 | 105.0% | $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 | 6,000 | 33.3% | $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 | 1,092 | 6.1% | $13.82万 | 加仓 |
| FSLR | FIRST SOLAR INC | $241.60万 | 0.07% | 12,248 | 1,169 | 10.6% | $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 | 1,532 | 12.9% | $28.04万 | 加仓 |
| VLUE | ISHARES TR | $249.63万 | 0.08% | 17,556 | 4,585 | 35.3% | $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 | 6,800 | 85.0% | $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 | 165 | 4.8% | $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 | 12,675 | 55.1% | $95.38万 | 加仓 |
| VICI | VICI PPTYS INC | $275.14万 | 0.08% | 100,701 | 40,040 | 66.0% | $109.40万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $275.46万 | 0.08% | 53,914 | 44,888 | 497.3% | $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 | 756 | 5.8% | $15.35万 | 加仓 |
| CI | THE CIGNA GROUP | $279.19万 | 0.09% | 10,466 | 4,398 | 72.5% | $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 | 10,141 | 61.3% | $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 | 3,237 | 23.9% | $55.71万 | 重新持有 |
| GOOG | ALPHABET INC 看涨期权 | $289.73万 | 0.09% | 10,100 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $292.16万 | 0.09% | 20,705 | 6,109 | 41.9% | $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 | 11,422 | 52.5% | $102.33万 | 加仓 |
| TQQQ | PROSHARES TR | $298.33万 | 0.09% | 71,575 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $298.41万 | 0.09% | 16,529 | -3,383 | -17.0% | -$61.08万 | 减仓 |