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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $298.61万 | 0.09% | 15,559 | 10,201 | 190.4% | $195.78万 | 加仓 |
| QLD | PROSHARES TR | $299.02万 | 0.09% | 49,020 | -3,209 | -6.1% | -$19.57万 | 减仓 |
| CCJ | CAMECO CORP | $304.15万 | 0.09% | 28,004 | 2,432 | 9.5% | $26.41万 | 加仓 |
| MCK | MCKESSON CORP | $304.71万 | 0.09% | 3,518 | -740 | -17.4% | -$64.09万 | 减仓 |
| FIX | COMFORT SYS USA INC | $305.05万 | 0.09% | 2,212 | -347 | -13.6% | -$47.85万 | 减仓 |
| DG | DOLLAR GEN CORP | $311.88万 | 0.10% | 26,268 | 23,844 | 983.7% | $283.10万 | 加仓 |
| UNP | UNION PAC CORP | $314.97万 | 0.10% | 12,982 | 11,362 | 701.4% | $275.66万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $327.76万 | 0.10% | 18,992 | 18,992 | — | $327.76万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $328.36万 | 0.10% | 20,481 | 2,248 | 12.3% | $36.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $328.76万 | 0.10% | 9,701 | 1,355 | 16.2% | $45.92万 | 加仓 |
| MS | MORGAN STANLEY | $330.32万 | 0.10% | 20,072 | -768 | -3.7% | -$12.64万 | 减仓 |
| ORCL | ORACLE CORP | $331.32万 | 0.10% | 22,522 | 12,050 | 115.1% | $177.27万 | 加仓 |
| PYLD | PIMCO ETF TR | $336.44万 | 0.10% | 128,411 | 107,455 | 512.8% | $281.53万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $345.39万 | 0.11% | 49,839 | 17,182 | 52.6% | $119.07万 | 加仓 |
| WRB | BERKLEY W R CORP | $348.69万 | 0.11% | 52,609 | -2,058 | -3.8% | -$13.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $348.80万 | 0.11% | 20,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $356.52万 | 0.11% | 308,943 | 278,608 | 918.4% | $321.51万 | 重新持有 |
| DDOG | DATADOG INC | $362.47万 | 0.11% | 30,705 | 30,705 | — | $362.47万 | 新建仓 |
| GL | GLOBE LIFE INC | $362.80万 | 0.11% | 26,069 | 6,736 | 34.8% | $93.74万 | 加仓 |
| AGX | ARGAN INC | $365.80万 | 0.11% | 6,716 | -899 | -11.8% | -$48.97万 | 减仓 |
| GEV | GE VERNOVA INC | $367.58万 | 0.11% | 4,210 | 3,168 | 304.0% | $276.60万 | 加仓 |
| FOXA | FOX CORP | $367.65万 | 0.11% | 62,954 | 62,954 | — | $367.65万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $369.17万 | 0.11% | 54,274 | 2,891 | 5.6% | $19.66万 | 加仓 |
| IXUS | ISHARES TR | $369.36万 | 0.11% | 42,632 | 42,632 | — | $369.36万 | 新建仓 |
| DHI | D R HORTON INC | $370.70万 | 0.11% | 27,015 | 8,576 | 46.5% | $117.68万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $372.62万 | 0.11% | 13,776 | -21,289 | -60.7% | -$575.84万 | 减仓 |
| MPC | MARATHON PETE CORP | $372.74万 | 0.11% | 15,265 | 1,010 | 7.1% | $24.66万 | 加仓 |
| EBAY | EBAY INC. | $372.92万 | 0.11% | 40,971 | 8,764 | 27.2% | $79.77万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $375.15万 | 0.11% | 33,146 | 33,146 | — | $375.15万 | 新建仓 |
| DIS | DISNEY WALT CO | $382.46万 | 0.12% | 39,682 | 25,604 | 181.9% | $246.77万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $384.34万 | 0.12% | 29,321 | -6,152 | -17.3% | -$80.64万 | 减仓 |
| NEM | NEWMONT CORP | $389.13万 | 0.12% | 35,947 | -1,716 | -4.6% | -$18.58万 | 减仓 |
| EQT | EQT CORP | $389.82万 | 0.12% | 61,254 | 624 | 1.0% | $3.97万 | 加仓 |
| AMLP | ALPS ETF TR | $394.17万 | 0.12% | 74,881 | 1,680 | 2.3% | $8.84万 | 加仓 |
| MET | METLIFE INC | $396.02万 | 0.12% | 55,998 | 16,852 | 43.0% | $119.18万 | 加仓 |
| AOA | ISHARES TR | $397.66万 | 0.12% | 44,938 | 2,164 | 5.1% | $19.15万 | 加仓 |
| LLY | ELI LILLY & CO | $399.61万 | 0.12% | 4,345 | 12 | 0.3% | $1.10万 | 加仓 |
| GRNY | TIDAL TRUST I | $404.42万 | 0.12% | 169,427 | 4,964 | 3.0% | $11.85万 | 加仓 |
| GE | GE AEROSPACE | $407.34万 | 0.12% | 14,334 | 2,572 | 21.9% | $73.09万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $408.44万 | 0.12% | 26,263 | 2,256 | 9.4% | $35.09万 | 加仓 |
| WFC | WELLS FARGO & CO | $408.62万 | 0.12% | 51,328 | 11,024 | 27.4% | $87.76万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $411.46万 | 0.13% | 191,103 | 191,103 | — | $411.46万 | 新建仓 |
| AGG | ISHARES TR | $414.50万 | 0.13% | 41,755 | -8,997 | -17.7% | -$89.31万 | 减仓 |
| SPGI | S&P GLOBAL INC | $416.07万 | 0.13% | 9,782 | 1,708 | 21.2% | $72.65万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $416.23万 | 0.13% | 37,127 | 7,805 | 26.6% | $87.50万 | 加仓 |
| CRM | SALESFORCE INC | $418.81万 | 0.13% | 22,436 | 15,340 | 216.2% | $286.35万 | 加仓 |
| BX | BLACKSTONE INC | $425.31万 | 0.13% | 36,987 | -4,828 | -11.5% | -$55.52万 | 减仓 |
| IAU | ISHARES GOLD TR | $439.95万 | 0.13% | 49,904 | -81,752 | -62.1% | -$720.73万 | 减仓 |
| CTVA | CORTEVA INC | $455.64万 | 0.14% | 54,431 | -3,624 | -6.2% | -$30.34万 | 减仓 |
| IEFA | ISHARES TR | $458.65万 | 0.14% | 50,663 | 39,460 | 352.2% | $357.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $460.20万 | 0.14% | 10,536 | -520 | -4.7% | -$22.71万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $463.06万 | 0.14% | 72,263 | -42,998 | -37.3% | -$275.53万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $477.26万 | 0.15% | 19,046 | -5,543 | -22.5% | -$138.90万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $482.70万 | 0.15% | 7,075 | 2,554 | 56.5% | $174.25万 | 加仓 |
| INTU | INTUIT | $501.01万 | 0.15% | 11,587 | -13,400 | -53.6% | -$579.40万 | 减仓 |
| SYSB | ISHARES TR | $505.39万 | 0.15% | 56,785 | 12,873 | 29.3% | $114.57万 | 加仓 |
| BAC | BANK AMERICA CORP | $522.79万 | 0.16% | 107,240 | -5,309 | -4.7% | -$25.88万 | 减仓 |
| WMT | WALMART INC | $541.05万 | 0.17% | 43,449 | 5,123 | 13.4% | $63.79万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $546.17万 | 0.17% | 74,675 | 4,666 | 6.7% | $34.13万 | 加仓 |
| BA | BOEING CO | $561.36万 | 0.17% | 28,205 | 7,796 | 38.2% | $155.16万 | 加仓 |
| TFLO | ISHARES TR | $594.38万 | 0.18% | 117,397 | -9,568 | -7.5% | -$48.44万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $594.73万 | 0.18% | 105,113 | 76,796 | 271.2% | $434.51万 | 加仓 |
| SPYI | NEOS ETF TRUST | $629.93万 | 0.19% | 127,593 | 127,593 | — | $629.93万 | 新建仓 |
| SOXX | ISHARES TR | $638.26万 | 0.19% | 19,420 | 6,093 | 45.7% | $200.25万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $667.19万 | 0.20% | 92,756 | 9,176 | 11.0% | $66.00万 | 加仓 |
| ACWI | ISHARES TR | $672.44万 | 0.21% | 48,597 | 20,619 | 73.7% | $285.31万 | 加仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $681.11万 | 0.21% | 18,400 | 18,100 | 6,033.3% | $670.01万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $690.45万 | 0.21% | 17,685 | 1,090 | 6.6% | $42.56万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $699.65万 | 0.21% | 14,003 | 4,675 | 50.1% | $233.58万 | 加仓 |
| T | AT&T INC | $706.05万 | 0.22% | 243,551 | 29,336 | 13.7% | $85.05万 | 加仓 |
| LOW | LOWES COS INC | $711.18万 | 0.22% | 30,099 | 22,019 | 272.5% | $520.26万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $717.39万 | 0.22% | 77,238 | 74,414 | 2,635.1% | $691.16万 | 加仓 |
| KR | KROGER CO | $747.37万 | 0.23% | 103,286 | 35,102 | 51.5% | $254.00万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $765.58万 | 0.23% | 12,812 | 572 | 4.7% | $34.18万 | 加仓 |
| ABBV | ABBVIE INC | $796.82万 | 0.24% | 36,637 | -4,312 | -10.5% | -$93.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $828.16万 | 0.25% | 34,167 | 28,063 | 459.7% | $680.21万 | 加仓 |
| PFE | PFIZER INC | $842.24万 | 0.26% | 299,943 | -44,123 | -12.8% | -$123.90万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $900.22万 | 0.27% | 182,342 | 104,951 | 135.6% | $518.14万 | 加仓 |
| C | CITIGROUP INC | $909.26万 | 0.28% | 80,175 | 55,111 | 219.9% | $625.01万 | 加仓 |
| — | HONEYWELL INTL INC | $925.03万 | 0.28% | 40,925 | 38,279 | 1,446.7% | $865.22万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $947.05万 | 0.29% | 230,649 | 230,649 | — | $947.05万 | 新建仓 |
| V | VISA INC | $960.05万 | 0.29% | 31,765 | 5,745 | 22.1% | $173.63万 | 加仓 |
| KLAC | KLA CORP | $965.03万 | 0.29% | 6,554 | 1,288 | 24.5% | $189.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $969.52万 | 0.30% | 67,123 | 30,054 | 81.1% | $434.10万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $970.03万 | 0.30% | 192,618 | -5,497 | -2.8% | -$27.68万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $1,032.22万 | 0.32% | 315,470 | 315,470 | — | $1,032.22万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $1,045.94万 | 0.32% | 794,786 | 55,132 | 7.5% | $72.55万 | 加仓 |
| IAGG | ISHARES TR | $1,058.74万 | 0.32% | 211,579 | 18,368 | 9.5% | $91.91万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,097.05万 | 0.34% | 67,832 | 41,036 | 153.1% | $663.68万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,101.36万 | 0.34% | 99,347 | 81,104 | 444.6% | $899.12万 | 加仓 |
| MCD | MCDONALDS CORP | $1,120.85万 | 0.34% | 36,064 | 11,058 | 44.2% | $343.68万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,122.30万 | 0.34% | 16,085 | 13,449 | 510.2% | $938.38万 | 加仓 |
| HD | HOME DEPOT INC | $1,146.75万 | 0.35% | 34,867 | 5,468 | 18.6% | $179.84万 | 加仓 |
| — | EXXON MOBIL CORP | $1,149.27万 | 0.35% | 67,740 | 6,207 | 10.1% | $105.31万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,156.68万 | 0.35% | 252,056 | 248,305 | 6,619.7% | $1,139.47万 | 重新持有 |
| APP | APPLOVIN CORP | $1,161.59万 | 0.35% | 29,186 | 2,449 | 9.2% | $97.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,197.04万 | 0.37% | 44,238 | 1,511 | 3.5% | $40.89万 | 加仓 |
| LIN | LINDE PLC | $1,219.02万 | 0.37% | 24,589 | -10,683 | -30.3% | -$529.62万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,237.43万 | 0.38% | 58,917 | -19,490 | -24.9% | -$409.35万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $1,316.74万 | 0.40% | 363,538 | -26,327 | -6.8% | -$95.36万 | 减仓 |