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Steel Peak Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Steel Peak Wealth Management LLC

报告期 2026-03-31 · CIK 0001801868

持仓数

575

前50大市值合计

$2.11B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$255.9M

1,008,162

12.1%

NVDA NVIDIA CORPORATION

COM

$156.4M

896,537

7.4%

AMZN AMAZON COM INC

COM

$111.3M

534,406

5.3%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$97.6M

149,701

4.6%

GOOGL ALPHABET INC

CAP STK CL A

$94.0M

326,977

4.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$84.3M

146,100

4.0%

TSLA TESLA INC

COM

$69.7M

187,442

3.3%

MSFT MICROSOFT CORP

COM

$65.8M

177,774

3.1%

IVV ISHARES TR

CORE S&P500 ETF

$62.8M

96,096

3.0%

META META PLATFORMS INC

CL A

$61.6M

107,611

2.9%

IUSB ISHARES TR

CORE UNIVRSL USD

$50.4M

1,090,959

2.4%

AMD ADVANCED MICRO DEVICES INC

COM

$48.3M

237,642

2.3%

AMGN AMGEN INC

COM

$47.8M

135,846

2.3%

CSCO CISCO SYS INC

COM

$39.7M

512,037

1.9%

AVGO BROADCOM INC

COM

$38.4M

124,111

1.8%

NFLX NETFLIX INC.

COM

$36.9M

383,427

1.7%

IVE ISHARES TR

S&P 500 VAL ETF

$35.0M

165,861

1.7%

AMAT APPLIED MATLS INC

COM

$34.3M

100,242

1.6%

MU MICRON TECHNOLOGY INC

COM

$32.7M

96,640

1.5%

INTC INTEL CORP

COM

$32.2M

730,224

1.5%

TSLA TESLA INC

COM · 认购

$31.0M

83,400

1.5%

LRCX LAM RESEARCH CORP

COM NEW

$30.8M

144,006

1.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$30.0M

265,668

1.4%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$29.6M

63,869

1.4%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$29.3M

503,502

1.4%

IEMG ISHARES INC

CORE MSCI EMKT

$29.3M

419,980

1.4%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$27.6M

188,532

1.3%

ISRG INTUITIVE SURGICAL INC

COM NEW

$25.8M

55,906

1.2%

IWM ISHARES TR

RUSSELL 2000 ETF

$24.5M

98,806

1.2%

EFV ISHARES TR

EAFE VALUE ETF

$24.4M

327,574

1.2%

CVX CHEVRON CORPORATION

COM

$23.9M

115,336

1.1%

GOOG ALPHABET INC

CAP STK CL C

$23.8M

82,841

1.1%

GOVT ISHARES TR

US TREAS BD ETF

$22.9M

998,208

1.1%

VZ VERIZON COMMUNICATIONS INC

COM

$22.1M

440,837

1.0%

JPM JPMORGAN CHASE & CO

COM

$20.8M

70,586

1.0%

QUAL ISHARES TR

MSCI USA QLT FCT

$19.5M

101,884

0.9%

JNJ JOHNSON & JOHNSON

COM

$19.1M

78,253

0.9%

MTUM ISHARES TR

MSCI USA MMENTM

$18.6M

77,484

0.9%

RIO RIO TINTO PLC

SPONSORED ADR

$18.3M

191,195

0.9%

EFA ISHARES TR

MSCI EAFE ETF

$18.2M

187,780

0.9%

MBB ISHARES TR

MBS ETF

$18.1M

190,554

0.9%

BTC GRAYSCALE BITCOIN MINI TR ET

SHS NEW

$18.0M

599,531

0.9%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$17.9M

134,931

0.8%

GILD GILEAD SCIENCES INC

COM

$17.4M

125,203

0.8%

CAT CATERPILLAR INC

COM

$16.9M

23,903

0.8%

TSLA TESLA INC

COM · 认沽

$16.8M

45,300

0.8%

MRK MERCK & CO INC

COM

$16.5M

135,983

0.8%

TLH ISHARES TR

10-20 YR TRS ETF

$16.2M

160,719

0.8%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$15.9M

305,829

0.8%

MRVL MARVELL TECHNOLOGY INC

COM

$15.6M

157,536

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

AAPL12.1%NVDA7.4%AMZN5.3%SPY4.6%GOOGL4.4%QQQ4.0%