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 |
|---|---|---|---|---|---|---|---|---|
| AES | AES CORP | $23.83万 | 0.01% | 16,916 | -474 | -2.7% | -$6,679 | 减仓 |
| — | PROSHARES TR | $23.69万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $23.65万 | 0.01% | 3,780 | 244 | 6.9% | $1.53万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $23.64万 | 0.01% | 2,868 | 13 | 0.5% | $1,071 | 加仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $23.50万 | 0.01% | 1,100 | 100 | 10.0% | $2.14万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $23.22万 | 0.01% | 2,131 | -22,192 | -91.2% | -$241.79万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $23.14万 | 0.01% | 4,465 | 4,465 | — | $23.14万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $23.01万 | 0.01% | 1,226 | 1,226 | — | $23.01万 | 新建仓 |
| WMB | WILLIAMS COS INC | $22.79万 | 0.01% | 3,131 | 3,131 | — | $22.79万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $22.54万 | 0.01% | 2,998 | -5,744 | -65.7% | -$43.18万 | 减仓 |
| COPX | GLOBAL X FDS | $22.33万 | 0.01% | 2,925 | 2,925 | — | $22.33万 | 新建仓 |
| BBY | BEST BUY INC | $22.18万 | 0.01% | 3,406 | 434 | 14.6% | $2.83万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $22.10万 | 0.01% | 5,500 | -11,650 | -67.9% | -$46.82万 | 减仓 |
| RAAX | VANECK ETF TRUST | $21.99万 | 0.01% | 5,402 | 5,402 | — | $21.99万 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $21.80万 | 0.01% | 4,116 | -610 | -12.9% | -$3.23万 | 重新持有 |
| COKE | COCA COLA CONS INC | $21.70万 | 0.01% | 1,132 | -368 | -24.5% | -$7.06万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $21.67万 | 0.01% | 842 | 1 | 0.1% | $257 | 加仓 |
| NVO | NOVO-NORDISK A S | $21.46万 | 0.01% | 5,653 | -1,537 | -21.4% | -$5.84万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $21.31万 | 0.01% | 2,572 | 2,572 | — | $21.31万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.08万 | 0.01% | 1,130 | -7,543 | -87.0% | -$140.69万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.06万 | 0.01% | 7,231 | -1,958 | -21.3% | -$5.70万 | 减仓 |
| R | RYDER SYS INC | $21.01万 | 0.01% | 1,026 | 1,026 | — | $21.01万 | 新建仓 |
| SHEL | SHELL PLC | $20.78万 | 0.01% | 2,234 | -681 | -23.4% | -$6.33万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.75万 | 0.01% | 792 | -192 | -19.5% | -$5.03万 | 重新持有 |
| ARCC | ARES CAPITAL CORP | $20.62万 | 0.01% | 11,441 | -11,289 | -49.7% | -$20.34万 | 减仓 |
| NU | NU HLDGS LTD | $20.59万 | 0.01% | 14,331 | 14,331 | — | $20.59万 | 新建仓 |
| AMAT | APPLIED MATLS INC 看涨期权 | $20.51万 | 0.01% | 600 | 600 | — | $20.51万 | 新建仓 |
| ETSY | ETSY INC | $20.49万 | 0.01% | 4,100 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $20.48万 | 0.01% | 1,400 | 300 | 27.3% | $4.39万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.38万 | 0.01% | 468 | 468 | — | $20.38万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $20.36万 | 0.01% | 937 | -1,557 | -62.4% | -$33.83万 | 重新持有 |
| CB | CHUBB LTD SWITZ | $20.33万 | 0.01% | 622 | -229 | -26.9% | -$7.49万 | 减仓 |
| EWU | ISHARES TR | $20.31万 | 0.01% | 4,458 | 4,458 | — | $20.31万 | 新建仓 |
| MTDR | MATADOR RES CO | $20.07万 | 0.01% | 3,177 | 3,177 | — | $20.07万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $20.01万 | 0.01% | 1,208 | -500 | -29.3% | -$8.28万 | 减仓 |
| — | GLOBAL X FDS | $19.69万 | 0.01% | 10,096 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP 看涨期权 | $19.06万 | 0.01% | 300 | 300 | — | $19.06万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND 看跌期权 | $18.53万 | 0.01% | 400 | 400 | — | $18.53万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC 看涨期权 | $16.92万 | 0.01% | 200 | 200 | — | $16.92万 | 新建仓 |
| USAR | USA RARE EARTH INC | $16.88万 | 0.01% | 11,150 | 11,150 | — | $16.88万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $16.77万 | 0.01% | 21,752 | 21,752 | — | $16.77万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $16.58万 | 0.01% | 10,968 | 10,968 | — | $16.58万 | 新建仓 |
| — | INVESCO CALIF VALUE MUN INCO | $16.50万 | 0.01% | 15,800 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $16.45万 | 0.01% | 12,370 | -2,930 | -19.2% | -$3.90万 | 减仓 |
| NIO | NIO INC | $15.61万 | 0.00% | 25,879 | 35 | 0.1% | $211 | 加仓 |
| GILD | GILEAD SCIENCES INC 看涨期权 | $15.33万 | 0.00% | 1,100 | 1,100 | — | $15.33万 | 新建仓 |
| — | GENELUX CORPORATION | $14.74万 | 0.00% | 60,895 | 50,000 | 458.9% | $12.10万 | 加仓 |
| FLO | FLOWERS FOODS INC | $14.59万 | 0.00% | 17,903 | 2,607 | 17.0% | $2.12万 | 重新持有 |
| CIFR | CIPHER DIGITAL INC | $14.26万 | 0.00% | 11,082 | 11,082 | — | $14.26万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $13.03万 | 0.00% | 13,690 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $12.50万 | 0.00% | 1,300 | 200 | 18.2% | $1.92万 | 加仓 |
| AVGO | BROADCOM INC 看涨期权 | $12.38万 | 0.00% | 400 | -100 | -20.0% | -$3.10万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $11.66万 | 0.00% | 69,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC 看涨期权 | $11.34万 | 0.00% | 1,000 | 1,000 | — | $11.34万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $10.46万 | 0.00% | 1,000 | 1,000 | — | $10.46万 | 新建仓 |
| — | CHICAGO ATLANTIC BDC INC | $9.95万 | 0.00% | 10,277 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND 看涨期权 | $9.26万 | 0.00% | 200 | -500 | -71.4% | -$23.16万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.26万 | 0.00% | 18,416 | 285 | 1.6% | $1,434 | 加仓 |
| — | PLATINUM GROUP METALS LTD | $7.96万 | 0.00% | 45,000 | 45,000 | — | $7.96万 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF IN | $6.32万 | 0.00% | 47,872 | -33,550 | -41.2% | -$4.43万 | 减仓 |
| SNAP | SNAP INC | $5.78万 | 0.00% | 12,561 | 2,740 | 27.9% | $1.26万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG 看涨期权 | $5.71万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $5.68万 | 0.00% | 10,000 | 10,000 | — | $5.68万 | 新建仓 |
| SLI | STANDARD LITHIUM LTD | $5.08万 | 0.00% | 14,893 | 14,893 | — | $5.08万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO 看涨期权 | $4.94万 | 0.00% | 700 | -2,300 | -76.7% | -$16.22万 | 减仓 |
| TE | T1 ENERGY INC | $4.58万 | 0.00% | 10,429 | 10,429 | — | $4.58万 | 新建仓 |
| EEM | ISHARES TR 看涨期权 | $4.54万 | 0.00% | 800 | -1,000 | -55.6% | -$5.68万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $4.07万 | 0.00% | 200 | -300 | -60.0% | -$6.10万 | 减仓 |
| — | STREAMEX CORP | $3.94万 | 0.00% | 34,900 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $2.31万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $1.75万 | 0.00% | 100 | -300 | -75.0% | -$5.24万 | 减仓 |
| — | REIN THERAPEUTICS INC | $1.69万 | 0.00% | 13,000 | 13,000 | — | $1.69万 | 新建仓 |
| SNAP | SNAP INC 看涨期权 | $1.38万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | KANDI TECHNOLOGIES GROUP INC | $8,356 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC 看涨期权 | $7,759 | 0.00% | 100 | 100 | — | $7,759 | 新建仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -304,412 | -100.0% | -$4,297.08万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -86,786 | -100.0% | -$1,055.41万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -275,642 | -100.0% | -$816.18万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -33,050 | -100.0% | -$709.55万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -52,298 | -100.0% | -$407.21万 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -42,067 | -100.0% | -$346.97万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -9,210 | -100.0% | -$311.07万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -47,765 | -100.0% | -$310.90万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -62,259 | -100.0% | -$283.53万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -37,071 | -100.0% | -$275.93万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -12,386 | -100.0% | -$262.50万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -12,019 | -100.0% | -$260.79万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -22,856 | -100.0% | -$236.81万 | 清仓 |
| ITM | VANECK ETF TRUST | $0 | 0.00% | 0 | -45,348 | -100.0% | -$213.86万 | 清仓 |
| TFI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -45,336 | -100.0% | -$207.23万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -39,469 | -100.0% | -$201.82万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -5,381 | -100.0% | -$152.44万 | 清仓 |
| AIN | ALBANY INTL CORP | $0 | 0.00% | 0 | -19,910 | -100.0% | -$101.50万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -576 | -100.0% | -$97.38万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -1,067 | -100.0% | -$96.88万 | 清仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,224 | -100.0% | -$92.69万 | 清仓 |