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 |
|---|---|---|---|---|---|---|---|---|
| IGF | ISHARES TR | $42.81万 | 0.01% | 6,390 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $41.96万 | 0.01% | 764 | -151 | -16.5% | -$8.29万 | 减仓 |
| TEM | TEMPUS AI INC | $41.81万 | 0.01% | 9,245 | 1,138 | 14.0% | $5.15万 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $40.95万 | 0.01% | 11,885 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $40.66万 | 0.01% | 5,166 | 140 | 2.8% | $1.10万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $40.49万 | 0.01% | 3,413 | -35 | -1.0% | -$4,152 | 减仓 |
| IWD | ISHARES TR | $40.03万 | 0.01% | 1,874 | 811 | 76.3% | $17.32万 | 加仓 |
| ROST | ROSS STORES INC | $40.02万 | 0.01% | 1,848 | 7 | 0.4% | $1,516 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $40.01万 | 0.01% | 4,967 | -14,043 | -73.9% | -$113.13万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $39.94万 | 0.01% | 3,050 | -320 | -9.5% | -$4.19万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $39.87万 | 0.01% | 1,319 | 58 | 4.6% | $1.75万 | 加仓 |
| TGT | TARGET CORP | $39.10万 | 0.01% | 3,226 | -2,394 | -42.6% | -$29.01万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $39.02万 | 0.01% | 600 | -800 | -57.1% | -$52.03万 | 减仓 |
| VST | VISTRA CORP | $38.85万 | 0.01% | 2,584 | -10,664 | -80.5% | -$160.31万 | 重新持有 |
| MUNI | PIMCO ETF TR | $38.62万 | 0.01% | 7,400 | -1,306 | -15.0% | -$6.82万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $38.39万 | 0.01% | 4,794 | -2,293 | -32.4% | -$18.36万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $37.39万 | 0.01% | 532 | -6,653 | -92.6% | -$467.55万 | 减仓 |
| SLG | SL GREEN RLTY CORP 看涨期权 | $36.94万 | 0.01% | 10,000 | 10,000 | — | $36.94万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.84万 | 0.01% | 748 | -155 | -17.2% | -$7.63万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $36.69万 | 0.01% | 4,136 | 41 | 1.0% | $3,637 | 加仓 |
| LNG | CHENIERE ENERGY INC | $36.61万 | 0.01% | 1,290 | 1,290 | — | $36.61万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $36.46万 | 0.01% | 6,203 | -944 | -13.2% | -$5.55万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $36.19万 | 0.01% | 20,387 | -7,372 | -26.6% | -$13.09万 | 减仓 |
| CRWV | COREWEAVE INC | $36.11万 | 0.01% | 4,661 | -10,969 | -70.2% | -$84.98万 | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $35.73万 | 0.01% | 7,616 | -26,825 | -77.9% | -$125.84万 | 减仓 |
| DAL | DELTA AIR LINES INC | $35.63万 | 0.01% | 5,359 | 1,373 | 34.4% | $9.13万 | 重新持有 |
| — | ISHARES TR | $35.59万 | 0.01% | 14,096 | 14,096 | — | $35.59万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $35.22万 | 0.01% | 1,626 | 12 | 0.7% | $2,599 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $35.17万 | 0.01% | 2,803 | 2,803 | — | $35.17万 | 新建仓 |
| ADBE | ADOBE INC | $35.05万 | 0.01% | 1,442 | -2,732 | -65.5% | -$66.41万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $34.99万 | 0.01% | 4,878 | 26 | 0.5% | $1,865 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $34.84万 | 0.01% | 3,536 | -552,785 | -99.4% | -$5,446.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $34.37万 | 0.01% | 4,667 | -1,145 | -19.7% | -$8.43万 | 减仓 |
| EAGG | ISHARES TR | $34.34万 | 0.01% | 7,222 | 35 | 0.5% | $1,664 | 加仓 |
| AFL | AFLAC INC | $34.32万 | 0.01% | 3,128 | -349 | -10.0% | -$3.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $34.31万 | 0.01% | 4,146 | 1,140 | 37.9% | $9.43万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $34.20万 | 0.01% | 12,180 | -642 | -5.0% | -$1.80万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $34.03万 | 0.01% | 6,762 | 6,762 | — | $34.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $33.78万 | 0.01% | 1,000 | -300 | -23.1% | -$10.14万 | 减仓 |
| ET | ENERGY TRANSFER L P | $33.58万 | 0.01% | 17,398 | 17,398 | — | $33.58万 | 新建仓 |
| BP | BP PLC | $33.50万 | 0.01% | 7,127 | 7,127 | — | $33.50万 | 新建仓 |
| EFAV | ISHARES TR | $33.33万 | 0.01% | 3,648 | 245 | 7.2% | $2.24万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $33.07万 | 0.01% | 3,221 | -12,659 | -79.7% | -$129.97万 | 减仓 |
| IGV | ISHARES TR | $33.07万 | 0.01% | 4,131 | 4,131 | — | $33.07万 | 新建仓 |
| IYW | ISHARES TR | $32.77万 | 0.01% | 1,806 | 40 | 2.3% | $7,258 | 加仓 |
| GKOS | GLAUKOS CORP | $32.72万 | 0.01% | 3,039 | 0 | 0.0% | — | 不变 |
| EFAX | SPDR INDEX SHS FDS | $32.47万 | 0.01% | 6,524 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $31.95万 | 0.01% | 2,112 | 2,112 | — | $31.95万 | 新建仓 |
| ALL | ALLSTATE CORP | $31.78万 | 0.01% | 1,525 | 88 | 6.1% | $1.83万 | 重新持有 |
| DIVO | AMPLIFY ETF TR | $31.69万 | 0.01% | 7,065 | -7,801 | -52.5% | -$34.99万 | 减仓 |
| PSX | PHILLIPS 66 | $31.50万 | 0.01% | 1,729 | -21,300 | -92.5% | -$388.04万 | 重新持有 |
| STK | COLUMBIA SELIGM PREM TECH GR | $31.31万 | 0.01% | 8,255 | 119 | 1.5% | $4,514 | 加仓 |
| VLO | VALERO ENERGY CORP | $31.31万 | 0.01% | 1,267 | -20,656 | -94.2% | -$510.37万 | 重新持有 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $30.84万 | 0.01% | 12,449 | 988 | 8.6% | $2.45万 | 加仓 |
| BLSH | BULLISH | $30.65万 | 0.01% | 8,577 | 1,019 | 13.5% | $3.64万 | 加仓 |
| KKR | KKR & CO INC | $30.12万 | 0.01% | 3,256 | 707 | 27.7% | $6.54万 | 加仓 |
| MAC | MACERICH CO | $29.75万 | 0.01% | 15,740 | 15,740 | — | $29.75万 | 新建仓 |
| SHOP | SHOPIFY INC 看跌期权 | $29.66万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP | $29.54万 | 0.01% | 13,854 | 13,854 | — | $29.54万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $29.34万 | 0.01% | 1,039 | 1,039 | — | $29.34万 | 新建仓 |
| RKT | ROCKET COS INC | $29.16万 | 0.01% | 20,461 | -20,000 | -49.4% | -$28.50万 | 减仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $28.86万 | 0.01% | 500 | -12,400 | -96.1% | -$715.70万 | 减仓 |
| TJX | TJX COS INC NEW | $28.70万 | 0.01% | 1,797 | -18 | -1.0% | -$2,874 | 减仓 |
| AXON | AXON ENTERPRISE INC | $28.62万 | 0.01% | 674 | 674 | — | $28.62万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $28.43万 | 0.01% | 2,970 | 33 | 1.1% | $3,159 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $28.33万 | 0.01% | 3,289 | 0 | 0.0% | — | 不变 |
| DBMF | LITMAN GREGORY FDS TR | $28.09万 | 0.01% | 9,318 | 64 | 0.7% | $1,930 | 加仓 |
| NEE | NEXTERA ENERGY INC 看涨期权 | $27.86万 | 0.01% | 3,000 | 3,000 | — | $27.86万 | 新建仓 |
| NVS | NOVARTIS AG | $27.58万 | 0.01% | 1,806 | -2,327 | -56.3% | -$35.54万 | 重新持有 |
| EIX | EDISON INTL | $27.49万 | 0.01% | 3,756 | -227 | -5.7% | -$1.66万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $27.48万 | 0.01% | 2,924 | 281 | 10.6% | $2.64万 | 加仓 |
| NTSI | WISDOMTREE TR | $27.37万 | 0.01% | 6,220 | 6,220 | — | $27.37万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $27.25万 | 0.01% | 938 | -333 | -26.2% | -$9.67万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $27.18万 | 0.01% | 10,802 | 10,802 | — | $27.18万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $27.07万 | 0.01% | 23,999 | 23,999 | — | $27.07万 | 新建仓 |
| GLDM | WORLD GOLD TR | $27.06万 | 0.01% | 2,919 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $27.01万 | 0.01% | 1,378 | 149 | 12.1% | $2.92万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.95万 | 0.01% | 64 | -1,003 | -94.0% | -$422.30万 | 减仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $26.90万 | 0.01% | 1,300 | 1,300 | — | $26.90万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON 看涨期权 | $26.89万 | 0.01% | 1,100 | 1,100 | — | $26.89万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.88万 | 0.01% | 602 | 602 | — | $26.88万 | 新建仓 |
| VNO | VORNADO RLTY TR | $26.78万 | 0.01% | 10,305 | 10,305 | — | $26.78万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $26.74万 | 0.01% | 3,303 | 753 | 29.5% | $6.10万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $26.26万 | 0.01% | 644 | 6 | 0.9% | $2,446 | 加仓 |
| FALN | ISHARES TR | $25.97万 | 0.01% | 9,719 | -178 | -1.8% | -$4,756 | 减仓 |
| NDAQ | NASDAQ INC | $25.79万 | 0.01% | 3,038 | 26 | 0.9% | $2,207 | 加仓 |
| ESLT | ELBIT SYS LTD 看涨期权 | $25.47万 | 0.01% | 300 | 200 | 200.0% | $16.98万 | 加仓 |
| BOTZ | GLOBAL X FDS | $25.37万 | 0.01% | 7,638 | 1,541 | 25.3% | $5.12万 | 重新持有 |
| HPQ | HP INC | $25.35万 | 0.01% | 12,990 | -156,311 | -92.3% | -$305.08万 | 重新持有 |
| BITB | BITWISE BITCOIN ETF TR | $25.03万 | 0.01% | 6,800 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $24.91万 | 0.01% | 4,740 | -1,559 | -24.7% | -$8.19万 | 减仓 |
| SHYG | ISHARES TR | $24.77万 | 0.01% | 5,854 | 282 | 5.1% | $1.19万 | 加仓 |
| MDT | MEDTRONIC PLC | $24.57万 | 0.01% | 2,812 | -35,465 | -92.7% | -$309.82万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $24.45万 | 0.01% | 2,207 | -2,200 | -49.9% | -$24.38万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $24.31万 | 0.01% | 2,596 | -3,146 | -54.8% | -$29.47万 | 减仓 |
| IUSG | ISHARES TR | $24.26万 | 0.01% | 1,564 | 1 | 0.1% | $155 | 加仓 |
| COP | CONOCOPHILLIPS | $24.24万 | 0.01% | 1,837 | -77,343 | -97.7% | -$1,020.74万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $24.13万 | 0.01% | 9,085 | -11,365 | -55.6% | -$30.19万 | 减仓 |
| IJH | ISHARES TR | $24.06万 | 0.01% | 3,563 | 346 | 10.8% | $2.34万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $24.03万 | 0.01% | 10,121 | 10,121 | — | $24.03万 | 新建仓 |