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Steele Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Steele Capital Management, Inc.
报告期 2026-03-31 · CIK 0001646695
持仓数
86
前50大市值合计
$2.35B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
增持 33
减持 21
清仓 96
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARD TAX-MANAGED FDS
+$44.1M
2,021,494
+60%
增持
IVV
ISHARES TR
+$32.5M
371,123
+12%
减持
SCHF
SCHWAB STRATEGIC TR
-$28.0M
3,302,845
-22%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VOO
VANGUARD INDEX FDS
+$27.9M
203,815
+28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.1M
1,820,720
+5%
增持
IJR
ISHARES TR
+$9.9M
680,915
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$9.5M
1,985,873
+1%
增持
BND
VANGUARD BD INDEX FDS
+$7.8M
422,345
+27%
增持
SCHA
SCHWAB STRATEGIC TR
+$7.1M
800,413
+11%
增持
AGG
ISHARES TR
+$6.0M
795,093
+4%
增持
FNDA
SCHWAB STRATEGIC TR
+$5.9M
1,002,381
+3%
减持
ILCV
ISHARES TR
-$5.0M
694,130
-15%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.8M
449,980
+17%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.7M
1,018,115
+2%
清仓
DE
DEERE & CO
-$3.6M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.0M
382,380
+5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.9M
174,382
+1%
减持
AAPL
APPLE INC
+$2.8M
132,207
-1%
增持
IMCG
ISHARES TR
+$2.5M
186,034
+14%
增持
IMCB
ISHARES TR
+$2.5M
174,807
+13%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
61,662
+14%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.9M
285,818
+5%
增持
QQQ
INVESCO QQQ TR
+$1.9M
207,719
+0%
清仓
VTI
VANGUARD INDEX FDS
-$1.7M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$1.7M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
109,299
+5%
增持
ISCG
ISHARES TR
+$1.6M
166,476
+15%
清仓
GOOG
ALPHABET INC
-$1.4M
0
-100%
清仓
SOXX
ISHARES TR
-$1.4M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
331,562
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$1.3M
410,451
-3%
减持
IUSV
ISHARES TR
+$1.1M
207,325
-2%
清仓
META
META PLATFORMS INC
-$1.1M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$1.1M
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.0M
34,137
-1%
清仓
TSLA
TESLA INC
-$1.0M
0
-100%
减持
SPYM
SPDR SER TR
+$963.5K
321,888
-1%
清仓
ABT
ABBOTT LABS
-$957.7K
0
-100%
清仓
ACWI
ISHARES TR
-$956.5K
0
-100%
减持
—
HEARTLAND FINL USA INC
-$923.3K
10,246
-70%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$921.8K
35,125
-6%
增持
AIQ
GLOBAL X FDS
+$903.7K
52,240
+80%
减持
ISCV
ISHARES TR
+$866.9K
186,308
-2%
清仓
SUB
ISHARES TR
-$828.0K
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$826.3K
0
-100%
减持
AMZN
AMAZON COM INC
-$777.3K
66,243
-2%
清仓
MCK
MCKESSON CORP
-$774.5K
0
-100%
清仓
NFLX
NETFLIX INC
-$768.7K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$768.6K
0
-100%
减持
SCHE
SCHWAB STRATEGIC TR
+$738.8K
341,049
-2%
清仓
SMH
VANECK ETF TRUST
-$714.4K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$690.7K
1,235,083
-4%
清仓
FSLR
FIRST SOLAR INC
-$682.2K
0
-100%
清仓
V
VISA INC
-$660.9K
0
-100%
清仓
ITA
ISHARES TR
-$637.3K
0
-100%
清仓
MCD
MCDONALDS CORP
-$632.6K
0
-100%
清仓
GOOGL
ALPHABET INC
-$631.9K
0
-100%
清仓
BA
BOEING CO
-$629.6K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$624.2K
0
-100%
清仓
IBB
ISHARES TR
-$593.1K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$589.5K
0
-100%
减持
IDEV
ISHARES TR
+$585.4K
135,831
-1%
清仓
VOT
VANGUARD INDEX FDS
-$580.7K
0
-100%
清仓
PFG
PRINCIPAL FINANCIAL GROUP IN
-$574.2K
0
-100%
清仓
WMT
WALMART INC
-$571.9K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$547.2K
0
-100%
清仓
PEP
PEPSICO INC
-$546.8K
0
-100%
减持
VBR
VANGUARD INDEX FDS
+$523.1K
48,353
-3%
增持
—
ISHARES TR
+$512.0K
50,474
+66%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$505.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$503.8K
0
-100%
清仓
GLD
SPDR GOLD TR
-$497.7K
0
-100%
清仓
MUB
ISHARES TR
-$489.3K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$480.3K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$478.4K
0
-100%
清仓
UNP
UNION PAC CORP
-$471.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$454.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
+$448.5K
25,562
-0%
清仓
VXUS
VANGUARD STAR FDS
-$447.4K
0
-100%
清仓
VDE
VANGUARD WORLD FD
-$446.7K
0
-100%
清仓
SPXL
DIREXION SHS ETF TR
-$445.8K
0
-100%
清仓
FMB
FIRST TR EXCHANGE-TRADED FD
-$444.9K
0
-100%
清仓
ABNB
AIRBNB INC
-$439.0K
0
-100%
清仓
SLYV
SPDR SER TR
-$433.7K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$431.0K
0
-100%
减持
—
FIRST BANCSHARES INC MISS
-$409.4K
36,500
-40%
清仓
AMGN
AMGEN INC
-$402.6K
0
-100%
清仓
HD
HOME DEPOT INC
-$399.1K
0
-100%
清仓
USB
US BANCORP DEL
-$394.9K
0
-100%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$386.7K
0
-100%
清仓
COR
CENCORA INC
-$379.6K
0
-100%
增持
TFLO
ISHARES TR
+$375.9K
35,494
+27%
清仓
XLU
SELECT SECTOR SPDR TR
-$368.0K
0
-100%
增持
ABBV
ABBVIE INC
+$355.9K
13,614
+0%
清仓
VHT
VANGUARD WORLD FD
-$349.7K
0
-100%
清仓
MRK
MERCK & CO INC
-$347.5K
0
-100%
清仓
CASY
CASEYS GEN STORES INC
-$347.4K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$338.6K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$332.5K
24,219
+19%
清仓
TQQQ
PROSHARES TR
-$330.1K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$329.6K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$326.2K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
-$323.7K
97,557
+0%
清仓
SLYG
SPDR SER TR
-$321.9K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$319.9K
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$318.7K
0
-100%
减持
IMCV
ISHARES TR
-$315.2K
197,766
-11%
清仓
URI
UNITED RENTALS INC
-$313.7K
0
-100%
清仓
CSCO
CISCO SYS INC
-$312.8K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$310.6K
17,358
+50%
清仓
IYH
ISHARES TR
-$309.4K
0
-100%
清仓
MMM
3M CO
-$307.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$305.8K
115,437
+4%
清仓
IWS
ISHARES TR
-$304.5K
0
-100%
清仓
IWF
ISHARES TR
-$294.2K
0
-100%
清仓
EFX
EQUIFAX INC
-$291.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$290.5K
0
-100%
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$289.1K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$278.5K
0
-100%
清仓
IWN
ISHARES TR
-$277.8K
0
-100%
减持
MSFT
MICROSOFT CORP
-$272.6K
14,360
-1%
清仓
IYW
ISHARES TR
-$272.4K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$271.4K
0
-100%
清仓
INTC
INTEL CORP
-$270.6K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$267.2K
0
-100%
减持
IEMG
ISHARES INC
+$263.3K
77,604
-1%
清仓
QCOM
QUALCOMM INC
-$254.8K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$254.1K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$253.9K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$253.4K
0
-100%
清仓
NKE
NIKE INC
-$253.3K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$248.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$238.8K
0
-100%
清仓
SHOO
MADDEN STEVEN LTD
-$238.4K
0
-100%
清仓
KO
COCA COLA CO
-$236.9K
0
-100%
增持
SGOV
ISHARES TR
+$233.4K
13,614
+20%
清仓
TLTW
ISHARES TR
-$231.1K
0
-100%
清仓
HYBB
ISHARES TR
-$230.1K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$229.7K
52,788
-7%
清仓
AVGO
BROADCOM INC
-$226.1K
0
-100%
清仓
IWD
ISHARES TR
-$217.6K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$217.5K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$216.6K
0
-100%
清仓
CAT
CATERPILLAR INC
-$214.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$211.0K
0
-100%
增持
SPAB
SPDR SER TR
+$209.0K
44,734
+17%
清仓
DIS
DISNEY WALT CO
-$207.9K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$205.7K
0
-100%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$177.4K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$175.7K
25,105
+14%