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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $638.26万 | 0.19% | 19,420 | 6,093 | 45.7% | $200.25万 | 加仓 |
| SPYI | NEOS ETF TRUST | $629.93万 | 0.19% | 127,593 | 127,593 | — | $629.93万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $594.73万 | 0.18% | 105,113 | 76,796 | 271.2% | $434.51万 | 加仓 |
| TFLO | ISHARES TR | $594.38万 | 0.18% | 117,397 | -9,568 | -7.5% | -$48.44万 | 减仓 |
| BA | BOEING CO | $561.36万 | 0.17% | 28,205 | 7,796 | 38.2% | $155.16万 | 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 |
| WMT | WALMART INC | $541.05万 | 0.17% | 43,449 | 5,123 | 13.4% | $63.79万 | 加仓 |
| BAC | BANK AMERICA CORP | $522.79万 | 0.16% | 107,240 | -5,309 | -4.7% | -$25.88万 | 减仓 |
| SYSB | ISHARES TR | $505.39万 | 0.15% | 56,785 | 12,873 | 29.3% | $114.57万 | 加仓 |
| INTU | INTUIT | $501.01万 | 0.15% | 11,587 | -13,400 | -53.6% | -$579.40万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $482.70万 | 0.15% | 7,075 | 2,554 | 56.5% | $174.25万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $477.26万 | 0.15% | 19,046 | -5,543 | -22.5% | -$138.90万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $463.06万 | 0.14% | 72,263 | -42,998 | -37.3% | -$275.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $460.20万 | 0.14% | 10,536 | -520 | -4.7% | -$22.71万 | 减仓 |
| IEFA | ISHARES TR | $458.65万 | 0.14% | 50,663 | 39,460 | 352.2% | $357.23万 | 加仓 |
| CTVA | CORTEVA INC | $455.64万 | 0.14% | 54,431 | -3,624 | -6.2% | -$30.34万 | 减仓 |
| IAU | ISHARES GOLD TR | $439.95万 | 0.13% | 49,904 | -81,752 | -62.1% | -$720.73万 | 减仓 |
| BX | BLACKSTONE INC | $425.31万 | 0.13% | 36,987 | -4,828 | -11.5% | -$55.52万 | 减仓 |
| CRM | SALESFORCE INC | $418.81万 | 0.13% | 22,436 | 15,340 | 216.2% | $286.35万 | 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 |
| SPGI | S&P GLOBAL INC | $416.07万 | 0.13% | 9,782 | 1,708 | 21.2% | $72.65万 | 加仓 |
| AGG | ISHARES TR | $414.50万 | 0.13% | 41,755 | -8,997 | -17.7% | -$89.31万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $411.46万 | 0.13% | 191,103 | 191,103 | — | $411.46万 | 新建仓 |
| WFC | WELLS FARGO & CO | $408.62万 | 0.12% | 51,328 | 11,024 | 27.4% | $87.76万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $408.44万 | 0.12% | 26,263 | 2,256 | 9.4% | $35.09万 | 加仓 |
| GE | GE AEROSPACE | $407.34万 | 0.12% | 14,334 | 2,572 | 21.9% | $73.09万 | 加仓 |
| GRNY | TIDAL TRUST I | $404.42万 | 0.12% | 169,427 | 4,964 | 3.0% | $11.85万 | 加仓 |
| LLY | ELI LILLY & CO | $399.61万 | 0.12% | 4,345 | 12 | 0.3% | $1.10万 | 加仓 |
| AOA | ISHARES TR | $397.66万 | 0.12% | 44,938 | 2,164 | 5.1% | $19.15万 | 加仓 |
| MET | METLIFE INC | $396.02万 | 0.12% | 55,998 | 16,852 | 43.0% | $119.18万 | 加仓 |
| AMLP | ALPS ETF TR | $394.17万 | 0.12% | 74,881 | 1,680 | 2.3% | $8.84万 | 加仓 |
| EQT | EQT CORP | $389.82万 | 0.12% | 61,254 | 624 | 1.0% | $3.97万 | 加仓 |
| NEM | NEWMONT CORP | $389.13万 | 0.12% | 35,947 | -1,716 | -4.6% | -$18.58万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $384.34万 | 0.12% | 29,321 | -6,152 | -17.3% | -$80.64万 | 减仓 |
| DIS | DISNEY WALT CO | $382.46万 | 0.12% | 39,682 | 25,604 | 181.9% | $246.77万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $375.15万 | 0.11% | 33,146 | 33,146 | — | $375.15万 | 新建仓 |
| EBAY | EBAY INC. | $372.92万 | 0.11% | 40,971 | 8,764 | 27.2% | $79.77万 | 加仓 |
| MPC | MARATHON PETE CORP | $372.74万 | 0.11% | 15,265 | 1,010 | 7.1% | $24.66万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $372.62万 | 0.11% | 13,776 | -21,289 | -60.7% | -$575.84万 | 减仓 |
| DHI | D R HORTON INC | $370.70万 | 0.11% | 27,015 | 8,576 | 46.5% | $117.68万 | 加仓 |
| IXUS | ISHARES TR | $369.36万 | 0.11% | 42,632 | 42,632 | — | $369.36万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $369.17万 | 0.11% | 54,274 | 2,891 | 5.6% | $19.66万 | 加仓 |
| FOXA | FOX CORP | $367.65万 | 0.11% | 62,954 | 62,954 | — | $367.65万 | 新建仓 |
| GEV | GE VERNOVA INC | $367.58万 | 0.11% | 4,210 | 3,168 | 304.0% | $276.60万 | 加仓 |
| AGX | ARGAN INC | $365.80万 | 0.11% | 6,716 | -899 | -11.8% | -$48.97万 | 减仓 |
| GL | GLOBE LIFE INC | $362.80万 | 0.11% | 26,069 | 6,736 | 34.8% | $93.74万 | 加仓 |
| DDOG | DATADOG INC | $362.47万 | 0.11% | 30,705 | 30,705 | — | $362.47万 | 新建仓 |
| F | FORD MTR CO | $356.52万 | 0.11% | 308,943 | 278,608 | 918.4% | $321.51万 | 重新持有 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $348.80万 | 0.11% | 20,000 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $348.69万 | 0.11% | 52,609 | -2,058 | -3.8% | -$13.64万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $345.39万 | 0.11% | 49,839 | 17,182 | 52.6% | $119.07万 | 加仓 |
| PYLD | PIMCO ETF TR | $336.44万 | 0.10% | 128,411 | 107,455 | 512.8% | $281.53万 | 加仓 |
| ORCL | ORACLE CORP | $331.32万 | 0.10% | 22,522 | 12,050 | 115.1% | $177.27万 | 加仓 |
| MS | MORGAN STANLEY | $330.32万 | 0.10% | 20,072 | -768 | -3.7% | -$12.64万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $328.76万 | 0.10% | 9,701 | 1,355 | 16.2% | $45.92万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $328.36万 | 0.10% | 20,481 | 2,248 | 12.3% | $36.04万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $327.76万 | 0.10% | 18,992 | 18,992 | — | $327.76万 | 新建仓 |
| UNP | UNION PAC CORP | $314.97万 | 0.10% | 12,982 | 11,362 | 701.4% | $275.66万 | 加仓 |
| DG | DOLLAR GEN CORP | $311.88万 | 0.10% | 26,268 | 23,844 | 983.7% | $283.10万 | 加仓 |
| FIX | COMFORT SYS USA INC | $305.05万 | 0.09% | 2,212 | -347 | -13.6% | -$47.85万 | 减仓 |
| MCK | MCKESSON CORP | $304.71万 | 0.09% | 3,518 | -740 | -17.4% | -$64.09万 | 减仓 |
| CCJ | CAMECO CORP | $304.15万 | 0.09% | 28,004 | 2,432 | 9.5% | $26.41万 | 加仓 |
| QLD | PROSHARES TR | $299.02万 | 0.09% | 49,020 | -3,209 | -6.1% | -$19.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $298.61万 | 0.09% | 15,559 | 10,201 | 190.4% | $195.78万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $298.41万 | 0.09% | 16,529 | -3,383 | -17.0% | -$61.08万 | 减仓 |
| TQQQ | PROSHARES TR | $298.33万 | 0.09% | 71,575 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $297.33万 | 0.09% | 33,188 | 11,422 | 52.5% | $102.33万 | 加仓 |
| GM | GENERAL MTRS CO | $294.68万 | 0.09% | 39,554 | -682 | -1.7% | -$5.08万 | 减仓 |
| HLF | HERBALIFE LTD | $294.40万 | 0.09% | 200,000 | -50,000 | -20.0% | -$73.60万 | 减仓 |
| TPR | TAPESTRY INC | $292.16万 | 0.09% | 20,705 | 6,109 | 41.9% | $86.20万 | 加仓 |
| GOOG | ALPHABET INC 看涨期权 | $289.73万 | 0.09% | 10,100 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $288.75万 | 0.09% | 16,777 | 3,237 | 23.9% | $55.71万 | 重新持有 |
| GLD | SPDR GOLD TR | $285.63万 | 0.09% | 6,638 | -4,344 | -39.6% | -$186.92万 | 减仓 |
| GPC | GENUINE PARTS CO | $284.85万 | 0.09% | 26,671 | 10,141 | 61.3% | $108.31万 | 加仓 |
| MUB | ISHARES TR | $283.97万 | 0.09% | 26,752 | -6,726 | -20.1% | -$71.40万 | 减仓 |
| MO | ALTRIA GROUP INC | $280.73万 | 0.09% | 41,919 | -9,154 | -17.9% | -$61.30万 | 减仓 |
| WWD | WOODWARD INC | $280.07万 | 0.09% | 7,825 | -391 | -4.8% | -$13.99万 | 减仓 |
| CI | THE CIGNA GROUP | $279.19万 | 0.09% | 10,466 | 4,398 | 72.5% | $117.32万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $278.57万 | 0.09% | 13,724 | 756 | 5.8% | $15.35万 | 加仓 |
| IAUM | ISHARES GOLD TR | $278.45万 | 0.09% | 59,626 | -131 | -0.2% | -$6,118 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $275.46万 | 0.08% | 53,914 | 44,888 | 497.3% | $229.34万 | 加仓 |
| VICI | VICI PPTYS INC | $275.14万 | 0.08% | 100,701 | 40,040 | 66.0% | $109.40万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $268.48万 | 0.08% | 35,679 | 12,675 | 55.1% | $95.38万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $266.63万 | 0.08% | 19,436 | -2,605 | -11.8% | -$35.74万 | 重新持有 |
| CRH | CRH PLC | $266.30万 | 0.08% | 25,250 | 25,250 | — | $266.30万 | 新建仓 |
| CLS | CELESTICA INC | $266.13万 | 0.08% | 9,448 | -670 | -6.6% | -$18.87万 | 减仓 |
| EME | EMCOR GROUP INC | $265.65万 | 0.08% | 3,598 | 165 | 4.8% | $12.18万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $264.09万 | 0.08% | 11,459 | -261 | -2.2% | -$6.02万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $262.35万 | 0.08% | 13,230 | 13,230 | — | $262.35万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $259.31万 | 0.08% | 6,579 | 6,579 | — | $259.31万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $258.11万 | 0.08% | 14,800 | 6,800 | 85.0% | $118.59万 | 加仓 |
| CMF | ISHARES TR | $256.72万 | 0.08% | 45,150 | -510 | -1.1% | -$2.90万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $255.01万 | 0.08% | 17,818 | -1,067 | -5.6% | -$15.27万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $254.70万 | 0.08% | 6,489 | -4,536 | -41.1% | -$178.04万 | 减仓 |
| VLUE | ISHARES TR | $249.63万 | 0.08% | 17,556 | 4,585 | 35.3% | $65.19万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $245.60万 | 0.08% | 13,417 | 1,532 | 12.9% | $28.04万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $243.53万 | 0.07% | 9,000 | 9,000 | — | $243.53万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $243.39万 | 0.07% | 24,999 | 24,999 | — | $243.39万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $241.60万 | 0.07% | 12,248 | 1,169 | 10.6% | $23.06万 | 加仓 |
| APH | AMPHENOL CORP | $240.40万 | 0.07% | 18,990 | 1,092 | 6.1% | $13.82万 | 加仓 |