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 |
|---|---|---|---|---|---|---|---|---|
| ESLT | ELBIT SYS LTD | $259.48万 | 0.07% | 3,420 | 1,771 | 107.4% | $134.37万 | 加仓 |
| COP | CONOCOPHILLIPS | $256.39万 | 0.07% | 24,663 | 22,826 | 1,242.6% | $237.30万 | 加仓 |
| NET | CLOUDFLARE INC | $246.14万 | 0.06% | 10,035 | 11 | 0.1% | $2,698 | 加仓 |
| VGT | VANGUARD WORLD FD | $243.75万 | 0.06% | 20,394 | -108,286 | -84.2% | -$1,294.25万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $243.67万 | 0.06% | 35,552 | -202 | -0.6% | -$1.38万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $242.12万 | 0.06% | 21,752 | 8,660 | 66.1% | $96.40万 | 加仓 |
| QQQI | NEOS ETF TRUST | $240.38万 | 0.06% | 42,328 | 3,381 | 8.7% | $19.20万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $239.76万 | 0.06% | 78,326 | 69,008 | 740.6% | $211.23万 | 加仓 |
| RTX | RTX CORPORATION | $239.75万 | 0.06% | 12,636 | 3,478 | 38.0% | $65.99万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $239.48万 | 0.06% | 59,854 | 228 | 0.4% | $9,122 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $237.69万 | 0.06% | 13,033 | 708 | 5.7% | $12.91万 | 加仓 |
| CMF | ISHARES TR | $234.45万 | 0.06% | 40,675 | -4,475 | -9.9% | -$25.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $234.28万 | 0.06% | 13,791 | -2,589 | -15.8% | -$43.98万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $230.81万 | 0.06% | 2,390 | -4,099 | -63.2% | -$395.85万 | 减仓 |
| DUOL | DUOLINGO INC | $230.56万 | 0.06% | 20,045 | -3,957 | -16.5% | -$45.51万 | 减仓 |
| URI | UNITED RENTALS INC | $229.28万 | 0.06% | 2,024 | 9 | 0.4% | $1.02万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $228.14万 | 0.06% | 42,556 | -139,786 | -76.7% | -$749.39万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $228.02万 | 0.06% | 45,081 | -2,165 | -4.6% | -$10.95万 | 减仓 |
| PLD | PROLOGIS INC. | $227.51万 | 0.06% | 16,794 | 16,794 | — | $227.51万 | 新建仓 |
| PULS | PGIM ETF TR | $227.36万 | 0.06% | 45,732 | 32,646 | 249.5% | $162.30万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $212.20万 | 0.05% | 4,166 | -2,909 | -41.1% | -$148.17万 | 减仓 |
| ORCL | ORACLE CORP | $209.01万 | 0.05% | 14,262 | -8,260 | -36.7% | -$121.05万 | 减仓 |
| ETN | EATON CORP PLC | $207.67万 | 0.05% | 4,873 | 2,734 | 127.8% | $116.51万 | 加仓 |
| GE | GE AEROSPACE | $207.58万 | 0.05% | 5,554 | -8,780 | -61.3% | -$328.15万 | 减仓 |
| STUB | STUBHUB HLDGS INC | $206.99万 | 0.05% | 160,835 | 160,835 | — | $206.99万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $206.56万 | 0.05% | 38,892 | 16,247 | 71.7% | $86.29万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $206.27万 | 0.05% | 56,150 | 45,564 | 430.4% | $167.38万 | 重新持有 |
| AVAV | AEROVIRONMENT INC | $205.92万 | 0.05% | 12,475 | -942 | -7.0% | -$15.55万 | 减仓 |
| LQD | ISHARES TR | $202.07万 | 0.05% | 18,527 | -689 | -3.6% | -$7.51万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $201.66万 | 0.05% | 69,633 | -1,758 | -2.5% | -$5.09万 | 减仓 |
| FDX | FEDEX CORP | $200.91万 | 0.05% | 6,391 | 396 | 6.6% | $12.45万 | 加仓 |
| FRDM | EA SERIES TRUST | $200.57万 | 0.05% | 27,389 | 117 | 0.4% | $8,568 | 加仓 |
| KGC | KINROSS GOLD CORP | $199.83万 | 0.05% | 84,600 | 10,455 | 14.1% | $24.69万 | 加仓 |
| SUB | ISHARES TR | $198.38万 | 0.05% | 18,632 | -2,414 | -11.5% | -$25.70万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $195.04万 | 0.05% | 82,927 | -10,928 | -11.6% | -$25.70万 | 减仓 |
| TER | TERADYNE INC | $194.46万 | 0.05% | 4,019 | 1,519 | 60.8% | $73.50万 | 加仓 |
| MELI | MERCADOLIBRE INC | $192.82万 | 0.05% | 1,136 | 403 | 55.0% | $68.40万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $192.54万 | 0.05% | 34,091 | 2,842 | 9.1% | $16.05万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $190.49万 | 0.05% | 4,149 | 35 | 0.9% | $1.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $185.78万 | 0.05% | 14,929 | 1,699 | 12.8% | $21.14万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $185.69万 | 0.05% | 55,778 | -1,262 | -2.2% | -$4.20万 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $185.19万 | 0.05% | 6,400 | 1,000 | 18.5% | $28.94万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $182.48万 | 0.05% | 74,450 | -11,155 | -13.0% | -$27.34万 | 减仓 |
| — | TURN THERAPEUTICS INC | $182.10万 | 0.05% | 249,456 | 249,456 | — | $182.10万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $179.00万 | 0.05% | 37,319 | -5,179 | -12.2% | -$24.84万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $178.59万 | 0.05% | 4,288 | 3,820 | 816.2% | $159.10万 | 加仓 |
| VB | VANGUARD INDEX FDS | $177.44万 | 0.05% | 5,854 | 1,058 | 22.1% | $32.07万 | 加仓 |
| META | META PLATFORMS INC 看涨期权 | $174.62万 | 0.05% | 3,100 | -1,000 | -24.4% | -$56.33万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $173.53万 | 0.04% | 34,257 | -5,118 | -13.0% | -$25.93万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $172.48万 | 0.04% | 33,819 | -5,185 | -13.3% | -$26.44万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $172.19万 | 0.04% | 62,684 | -7,761 | -11.0% | -$21.32万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $172.03万 | 0.04% | 62,104 | 33 | 0.1% | $914 | 加仓 |
| SPYV | SPDR SERIES TRUST | $170.76万 | 0.04% | 28,090 | -77,023 | -73.3% | -$468.22万 | 减仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $167.86万 | 0.04% | 4,500 | -13,900 | -75.5% | -$518.50万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $166.59万 | 0.04% | 20,428 | 25 | 0.1% | $2,039 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $162.55万 | 0.04% | 5,886 | 391 | 7.1% | $10.80万 | 加仓 |
| NOW | SERVICENOW INC | $160.76万 | 0.04% | 16,193 | 3,318 | 25.8% | $32.94万 | 加仓 |
| SGOV | ISHARES TR | $160.55万 | 0.04% | 15,948 | 13,843 | 657.6% | $139.36万 | 重新持有 |
| CMDY | ISHARES U S ETF TR | $157.30万 | 0.04% | 28,480 | 2,473 | 9.5% | $13.66万 | 加仓 |
| WM | WASTE MGMT INC DEL | $155.36万 | 0.04% | 6,970 | 112 | 1.6% | $2.50万 | 加仓 |
| RDNT | RADNET INC | $154.79万 | 0.04% | 25,100 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $153.45万 | 0.04% | 30,059 | 9,533 | 46.4% | $48.67万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.04% | 2 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $148.67万 | 0.04% | 22,660 | 22,660 | — | $148.67万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $147.47万 | 0.04% | 1,719 | 1,187 | 223.1% | $101.83万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $146.42万 | 0.04% | 27,753 | 27,753 | — | $146.42万 | 新建仓 |
| — | TIDAL TRUST II | $142.94万 | 0.04% | 62,200 | -963 | -1.5% | -$2.21万 | 减仓 |
| BX | BLACKSTONE INC | $142.22万 | 0.04% | 12,086 | -24,901 | -67.3% | -$293.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $142.15万 | 0.04% | 32,045 | 32,045 | — | $142.15万 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $141.33万 | 0.04% | 4,000 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $141.19万 | 0.04% | 17,162 | 287 | 1.7% | $2.36万 | 加仓 |
| STIP | ISHARES TR | $140.84万 | 0.04% | 13,786 | 13,786 | — | $140.84万 | 新建仓 |
| ASML | ASML HLDG NV | $138.69万 | 0.04% | 697 | -223 | -24.2% | -$44.37万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $138.46万 | 0.04% | 57,740 | 7,200 | 14.2% | $17.27万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $136.46万 | 0.04% | 67,654 | 67,654 | — | $136.46万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $134.82万 | 0.03% | 16,733 | 97 | 0.6% | $7,815 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $134.70万 | 0.03% | 9,493 | 9,493 | — | $134.70万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $134.42万 | 0.03% | 1,800 | 1,200 | 200.0% | $89.61万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $134.26万 | 0.03% | 8,554 | 8,554 | — | $134.26万 | 新建仓 |
| — | TIDAL TRUST II | $134.12万 | 0.03% | 72,691 | 5,205 | 7.7% | $9.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $133.40万 | 0.03% | 14,557 | 5,651 | 63.5% | $51.79万 | 加仓 |
| EWJ | ISHARES INC | $133.21万 | 0.03% | 14,282 | 613 | 4.5% | $5.72万 | 加仓 |
| LTPZ | PIMCO ETF TR | $128.97万 | 0.03% | 25,462 | 2,232 | 9.6% | $11.31万 | 加仓 |
| — | TIDAL TRUST II | $128.90万 | 0.03% | 67,699 | 5,223 | 8.4% | $9.94万 | 加仓 |
| EMB | ISHARES TR | $123.81万 | 0.03% | 12,838 | -139 | -1.1% | -$1.34万 | 减仓 |
| GDE | WISDOMTREE TR | $122.77万 | 0.03% | 20,096 | 1,729 | 9.4% | $10.56万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $121.40万 | 0.03% | 56,728 | 7,313 | 14.8% | $15.65万 | 加仓 |
| SSO | PROSHARES TR | $119.67万 | 0.03% | 17,760 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $119.45万 | 0.03% | 5,029 | 39 | 0.8% | $9,264 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $119.11万 | 0.03% | 11,539 | 763 | 7.1% | $7.88万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $118.95万 | 0.03% | 1,687 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $118.42万 | 0.03% | 2,324 | 273 | 13.3% | $13.91万 | 加仓 |
| IBB | ISHARES TR | $116.91万 | 0.03% | 6,147 | -65 | -1.0% | -$1.24万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $116.79万 | 0.03% | 4,900 | 200 | 4.3% | $4.77万 | 加仓 |
| — | ISHARES TR | $116.39万 | 0.03% | 46,213 | 32,117 | 227.8% | $80.89万 | 加仓 |
| DASH | DOORDASH INC | $113.98万 | 0.03% | 6,177 | 10 | 0.2% | $1,845 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $112.24万 | 0.03% | 1,683 | -188 | -10.0% | -$12.54万 | 减仓 |
| IREN | IREN LIMITED | $112.02万 | 0.03% | 24,495 | 7,751 | 46.3% | $35.45万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $111.05万 | 0.03% | 33,050 | 33,050 | — | $111.05万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $110.44万 | 0.03% | 21,081 | 81 | 0.4% | $4,243 | 加仓 |