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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
$2.11B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 13
增持 69
减持 45
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FDS
-$50.6M
18,217
-90%
减持
VTI
VANGUARD INDEX FDS
-$42.1M
29,807
-88%
增持
IUSB
ISHARES TR
+$23.0M
1,145,430
+72%
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。
建仓
QUAL
ISHARES TR
+$21.8M
175,999
减持
AAPL
APPLE INC
+$20.2M
773,643
-6%
减持
MUNI
PIMCO ETF TR
-$19.0M
3,925
-99%
减持
ESGU
ISHARES TR
-$18.7M
119,746
-66%
增持
NVDA
NVIDIA CORPORATION
+$15.8M
105,643
+14%
建仓
IEMG
ISHARES INC
+$12.0M
246,808
减持
TSLA
TESLA INC
+$11.3M
154,900
-8%
增持
PG
PROCTER AND GAMBLE CO
+$10.9M
100,846
+276%
增持
KO
COCA COLA CO
+$10.7M
229,026
+308%
减持
HD
HOME DEPOT INC
-$10.1M
12,863
-71%
增持
AMAT
APPLIED MATLS INC
+$9.2M
102,182
+198%
增持
TRV
TRAVELERS COMPANIES INC
+$9.2M
60,410
+857%
清仓
EEMV
ISHARES INC
-$9.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$8.6M
441,426
+0%
减持
AGG
ISHARES TR
-$8.4M
11,814
-88%
减持
CRM
SALESFORCE INC
+$8.1M
123,476
-1%
增持
EFG
ISHARES TR
+$7.9M
206,195
+51%
增持
SPY
SPDR S&P 500 ETF TR
+$7.8M
84,283
+21%
增持
META
META PLATFORMS INC
+$7.3M
78,693
+1%
增持
CMCSA
COMCAST CORP NEW
+$7.3M
320,242
+130%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.9M
392,111
+85%
减持
PYPL
PAYPAL HLDGS INC
-$6.9M
39,333
-72%
建仓
ADI
ANALOG DEVICES INC
+$6.7M
34,151
增持
MDLZ
MONDELEZ INTL INC
+$6.6M
97,134
+2920%
增持
PEP
PEPSICO INC
+$6.4M
42,348
+484%
减持
SHYG
ISHARES TR
-$6.4M
6,569
-96%
增持
CSCO
CISCO SYS INC
+$6.3M
594,906
+14%
增持
AMGN
AMGEN INC
+$6.2M
105,275
+44%
减持
WMT
WALMART INC
-$6.1M
6,126
-88%
减持
ACWI
ISHARES TR
-$6.1M
2,329
-97%
增持
MBB
ISHARES TR
+$5.9M
203,351
+41%
增持
GILD
GILEAD SCIENCES INC
+$5.7M
179,813
+68%
增持
INTC
INTEL CORP
+$5.7M
493,222
+25%
清仓
REGN
REGENERON PHARMACEUTICALS
-$5.4M
0
-100%
增持
GOOGL
ALPHABET INC
+$5.3M
294,759
+3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$5.1M
34,841
+41%
增持
IVV
ISHARES TR
+$5.1M
140,704
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$5.1M
25,928
+342%
减持
HON
HONEYWELL INTL INC
-$4.8M
46,703
-27%
增持
IYW
ISHARES TR
+$4.7M
94,009
+72%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.6M
994
-95%
增持
NFLX
NETFLIX INC
+$4.0M
51,023
+10%
增持
ASTH
APOLLO MED HLDGS INC
+$3.8M
324,435
+19%
增持
DOW
DOW INC
+$3.7M
230,642
+30%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.7M
1,259
-91%
清仓
MTUM
ISHARES TR
-$3.7M
0
-100%
增持
INTU
INTUIT
+$3.5M
21,501
+38%
清仓
SPYM
SPDR SER TR
-$3.4M
0
-100%
清仓
TIP
ISHARES TR
-$3.4M
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$3.2M
340,007
+49%
增持
TXN
TEXAS INSTRS INC
+$3.1M
73,388
+15%
清仓
SPYV
SPDR SER TR
-$3.1M
0
-100%
清仓
TQQQ
PROSHARES TR
-$3.1M
0
-100%
减持
IJR
ISHARES TR
-$3.0M
2,552
-93%
减持
TLT
ISHARES TR
-$3.0M
2,011
-94%
增持
NUE
NUCOR CORP
+$2.9M
27,899
+158%
增持
AVGO
BROADCOM INC
+$2.7M
29,998
+1%
增持
USMV
ISHARES TR
+$2.7M
85,366
+76%
增持
IWM
ISHARES TR
+$2.6M
62,053
+27%
增持
GOVT
ISHARES TR
+$2.5M
725,758
+14%
增持
TFI
SPDR SER TR
+$2.5M
84,454
+157%
减持
SBUX
STARBUCKS CORP
-$2.4M
70,145
-28%
增持
VTEB
VANGUARD MUN BD FDS
+$2.4M
79,140
+139%
增持
ITM
VANECK ETF TRUST
+$2.4M
80,978
+162%
增持
FMB
FIRST TR EXCH TRADED FD III
+$2.3M
77,620
+142%
减持
XLK
SELECT SECTOR SPDR TR
-$2.3M
29,869
-46%
建仓
DGX
QUEST DIAGNOSTICS INC
+$2.3M
16,477
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
77,869
+38%
增持
MRVL
MARVELL TECHNOLOGY INC
+$2.2M
243,092
+8%
建仓
—
DUPONT DE NEMOURS INC
+$2.2M
30,755
减持
MSFT
MICROSOFT CORP
+$2.2M
108,598
-11%
减持
XLY
SELECT SECTOR SPDR TR
-$2.2M
12,653
-60%
清仓
ICVT
ISHARES TR
-$2.1M
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.1M
164,955
+112%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$2.1M
160,479
+108%
增持
STLD
STEEL DYNAMICS INC
+$1.9M
34,625
+68%
减持
SUB
ISHARES TR
-$1.9M
2,450
-88%
清仓
CNP
CENTERPOINT ENERGY INC
-$1.9M
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$1.9M
0
-100%
减持
ALL
ALLSTATE CORP
-$1.9M
7,112
-63%
减持
EFV
ISHARES TR
-$1.8M
258,883
-18%
增持
MMM
3M CO
+$1.8M
94,439
+40%
减持
VOO
VANGUARD INDEX FDS
-$1.8M
5,281
-51%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.8M
20,894
-52%
清仓
COMT
ISHARES U S ETF TR
-$1.8M
0
-100%
建仓
HST
HOST HOTELS & RESORTS INC
+$1.8M
108,073
建仓
MCK
MCKESSON CORP
+$1.8M
5,019
减持
XLB
SELECT SECTOR SPDR TR
-$1.8M
15,562
-60%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.8M
28,740
+22%
建仓
AZO
AUTOZONE INC
+$1.7M
709
建仓
EQT
EQT CORP
+$1.7M
53,027
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
减持
GIS
GENERAL MLS INC
-$1.7M
2,735
-88%
增持
CPB
CAMPBELL SOUP CO
+$1.7M
34,062
+796%
增持
PCAR
PACCAR INC
+$1.6M
25,335
+1106%
清仓
SHM
SPDR SER TR
-$1.6M
0
-100%
建仓
WRB
BERKLEY W R CORP
+$1.6M
25,900
增持
ATO
ATMOS ENERGY CORP
+$1.6M
15,815
+779%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.5M
79,447
-45%
增持
CVX
CHEVRON CORP NEW
+$1.5M
93,716
+22%
增持
CAT
CATERPILLAR INC
+$1.5M
55,098
+19%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$1.5M
7,423
+575%
减持
PFE
PFIZER INC
-$1.4M
42,807
-31%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.4M
1,410,000
增持
CMF
ISHARES TR
+$1.3M
70,657
+41%
增持
MUB
ISHARES TR
+$1.3M
37,208
+42%
增持
HPQ
HP INC
+$1.2M
91,481
+65%
增持
ENPH
ENPHASE ENERGY INC
+$1.1M
10,188
+165%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.1M
9,665
-72%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
增持
DIS
DISNEY WALT CO
+$1.1M
53,945
+8%
建仓
CVS
CVS HEALTH CORP
+$1.0M
14,079
减持
EFAV
ISHARES TR
-$1.0M
5,782
-74%
增持
BA
BOEING CO
+$988.6K
28,135
+7%
清仓
UPRO
PROSHARES TR
-$983.1K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$954.4K
41,227
+13%
增持
EFA
ISHARES TR
+$949.3K
120,739
+3%
增持
EMB
ISHARES TR
+$948.5K
20,296
+114%
减持
T
AT&T INC
-$937.9K
52,252
-51%
减持
XLP
SELECT SECTOR SPDR TR
-$923.8K
9,925
-56%
减持
SHOP
SHOPIFY INC
+$899.9K
68,437
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$896.9K
26,181
-25%
减持
LOW
LOWES COS INC
-$891.0K
8,635
-34%
增持
COF
CAPITAL ONE FINL CORP
+$880.6K
24,542
+54%
清仓
AES
AES CORP
-$875.1K
0
-100%
减持
F
FORD MTR CO DEL
-$866.6K
51,461
-60%
清仓
CTVA
CORTEVA INC
-$861.5K
0
-100%
减持
GOOG
ALPHABET INC
+$853.7K
77,268
-5%
增持
TGT
TARGET CORP
+$850.8K
10,262
+80%
增持
JKHY
HENRY JACK & ASSOC INC
+$844.2K
11,042
+136%
清仓
—
MARATHON OIL CORP
-$837.0K
0
-100%
增持
—
ACTIVISION BLIZZARD INC
+$818.9K
46,136
+13%
增持
OXY
OCCIDENTAL PETE CORP
+$805.4K
31,641
+70%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$796.6K
0
-100%
增持
PSA
PUBLIC STORAGE
+$784.8K
6,409
+56%
清仓
EXR
EXTRA SPACE STORAGE INC
-$783.7K
0
-100%
清仓
DRS
LEONARDO DRS INC
-$778.8K
0
-100%
减持
AIZ
ASSURANT INC
-$771.6K
1,667
-79%
减持
MRK
MERCK & CO INC
-$749.4K
130,681
-1%
增持
BNY
BANK NEW YORK MELLON CORP
+$742.2K
67,612
+32%
增持
WFC
WELLS FARGO CO NEW
+$734.6K
43,811
+100%
减持
FDX
FEDEX CORP
-$732.8K
3,958
-58%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$731.8K
0
-100%
减持
—
LAM RESEARCH CORP
+$730.7K
10,234
-8%
建仓
PANW
PALO ALTO NETWORKS INC
+$715.9K
3,584
减持
MU
MICRON TECHNOLOGY INC
+$705.6K
82,904
-3%
