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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 21
增持 49
减持 63
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
SPYV
SPDR SER TR
+$20.5M
496,316
增持
VTI
VANGUARD INDEX FDS
+$19.9M
100,789
+1421%
增持
AAPL
APPLE INC
-$19.0M
906,910
+1%
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。
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$17.8M
15,725
-77%
减持
IUSB
ISHARES TR
-$17.4M
806,242
-30%
减持
INTC
INTEL CORP
-$17.1M
192,696
-73%
增持
IVV
ISHARES TR
+$12.5M
174,636
+24%
增持
DLR
DIGITAL RLTY TR INC
+$12.2M
104,245
+3044%
增持
F
FORD MTR CO DEL
+$12.1M
1,010,116
+3629%
增持
KMI
KINDER MORGAN INC DEL
+$11.9M
746,435
+2833%
减持
GS
GOLDMAN SACHS GROUP INC
-$11.9M
10,741
-77%
减持
GOVT
ISHARES TR
-$11.4M
241,778
-67%
减持
TSLA
TESLA INC
-$11.2M
161,082
-18%
减持
CSCO
CISCO SYS INC
-$11.2M
290,045
-44%
减持
VOO
VANGUARD INDEX FDS
-$10.8M
4,948
-84%
增持
WFC
WELLS FARGO CO NEW
+$10.8M
296,185
+852%
建仓
TFLO
ISHARES TR
+$10.7M
211,747
减持
AMD
ADVANCED MICRO DEVICES INC
-$10.7M
103,206
-45%
增持
SPG
SIMON PPTY GROUP INC NEW
+$10.7M
102,691
+2817%
增持
VGT
VANGUARD WORLD FDS
+$10.6M
30,082
+613%
减持
MRK
MERCK & CO INC
-$10.0M
32,556
-72%
清仓
IGM
ISHARES TR
-$8.5M
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$8.2M
365,913
+89%
减持
HD
HOME DEPOT INC
-$8.1M
14,127
-65%
增持
TLT
ISHARES TR
+$8.1M
98,469
+1611%
减持
MCD
MCDONALDS CORP
-$7.9M
5,982
-81%
减持
AMGN
AMGEN INC
-$7.8M
40,044
-52%
减持
MBB
ISHARES TR
-$7.8M
126,066
-38%
减持
KO
COCA COLA CO
-$7.5M
75,262
-61%
增持
MO
ALTRIA GROUP INC
+$7.4M
206,810
+578%
减持
SPY
SPDR S&P 500 ETF TR
-$7.3M
88,277
-13%
减持
PG
PROCTER AND GAMBLE CO
-$7.2M
46,112
-50%
减持
QCOM
QUALCOMM INC
-$7.1M
80,730
-40%
增持
C
CITIGROUP INC
+$7.1M
185,035
+1656%
增持
ADBE
ADOBE INC
+$7.1M
35,462
+57%
建仓
MDLZ
MONDELEZ INTL INC
+$7.1M
101,007
减持
TXN
TEXAS INSTRS INC
-$7.0M
47,259
-41%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$7.0M
2,555
-97%
建仓
PNC
PNC FINL SVCS GROUP INC
+$6.9M
55,957
减持
CVX
CHEVRON CORP NEW
-$6.9M
35,069
-57%
减持
ADI
ANALOG DEVICES INC
-$6.8M
3,186
-92%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.6M
23,828
+2191%
增持
—
MEDTRONIC PLC
+$6.6M
86,058
+3087%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$6.2M
19,046
-92%
增持
EFV
ISHARES TR
+$6.2M
385,164
+49%
增持
HON
HONEYWELL INTL INC
+$6.2M
39,154
+657%
减持
QUAL
ISHARES TR
-$6.0M
135,645
-24%
减持
EFG
ISHARES TR
-$5.4M
165,623
-20%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$5.4M
0
-100%
减持
ESGU
ISHARES TR
-$5.4M
66,240
-44%
减持
DOW
DOW INC
-$5.4M
171,482
-36%
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.3M
311,242
-25%
减持
JPM
JPMORGAN CHASE & CO
-$5.3M
117,934
-23%
减持
IYW
ISHARES TR
-$5.2M
47,341
-50%
减持
SBUX
STARBUCKS CORP
-$5.2M
23,768
-68%
减持
MU
MICRON TECHNOLOGY INC
-$5.2M
3,731
-96%
增持
AMAT
APPLIED MATLS INC
+$5.1M
134,029
+44%
增持
PM
PHILIP MORRIS INTL INC
+$5.0M
86,633
+177%
减持
MMM
3M CO
-$5.0M
82,214
-35%
减持
IEMG
ISHARES INC
-$4.9M
168,043
-36%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.7M
6,535
-84%
增持
AIG
AMERICAN INTL GROUP INC
+$4.7M
122,202
+162%
建仓
IVW
ISHARES TR
+$4.6M
66,927
清仓
TLH
ISHARES TR
-$4.4M
0
-100%
建仓
ACWI
ISHARES TR
+$4.1M
44,584
增持
LQD
ISHARES TR
+$4.0M
52,259
+327%
增持
PRU
PRUDENTIAL FINL INC
+$4.0M
44,393
+1417%
减持
QQQ
INVESCO QQQ TR
-$3.9M
83,915
-9%
增持
XLI
SELECT SECTOR SPDR TR
+$3.8M
41,580
+1047%
减持
TMUS
T-MOBILE US INC
-$3.5M
29,281
-46%
减持
BKNG
BOOKING HOLDINGS INC
-$3.4M
126
-91%
增持
XLV
SELECT SECTOR SPDR TR
+$3.4M
44,397
+156%
增持
ASTH
APOLLO MED HLDGS INC
+$3.4M
612,176
+25%
增持
AMZN
AMAZON COM INC
+$3.4M
452,042
+9%
减持
DIS
DISNEY WALT CO
-$3.2M
34,670
-49%
增持
XLY
SELECT SECTOR SPDR TR
+$3.2M
32,949
+169%
增持
XLC
SELECT SECTOR SPDR TR
+$3.1M
58,131
+410%
建仓
TIP
ISHARES TR
+$2.9M
28,247
增持
IJH
ISHARES TR
+$2.6M
13,344
+389%
减持
BA
BOEING CO
-$2.6M
17,845
-38%
减持
SCHW
SCHWAB CHARLES CORP
-$2.3M
5,574
-88%
清仓
ON
ON SEMICONDUCTOR CORP
-$2.3M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$2.2M
6,627
-83%
减持
LLY
ELI LILLY & CO
-$2.1M
4,130
-55%
增持
IWM
ISHARES TR
+$2.0M
71,139
+25%
清仓
WRB
BERKLEY W R CORP
-$1.9M
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$1.9M
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$1.8M
0
-100%
减持
FALN
ISHARES TR
-$1.8M
83,010
-46%
减持
EXPD
EXPEDITORS INTL WASH INC
-$1.8M
4,500
-76%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$1.8M
0
-100%
清仓
CTVA
CORTEVA INC
-$1.8M
0
-100%
建仓
EQT
EQT CORP
+$1.8M
43,678
减持
XLP
SELECT SECTOR SPDR TR
-$1.7M
4,784
-83%
建仓
GILD
GILEAD SCIENCES INC
+$1.7M
23,073
减持
MPC
MARATHON PETE CORP
-$1.7M
20,341
-50%
建仓
GE
GENERAL ELECTRIC CO
+$1.7M
15,333
增持
EFA
ISHARES TR
+$1.7M
145,266
+27%
减持
VLO
VALERO ENERGY CORP
-$1.7M
25,644
-43%
建仓
OMC
OMNICOM GROUP INC
+$1.7M
22,019
减持
—
ACTIVISION BLIZZARD INC
-$1.6M
21,941
-50%
减持
USMV
ISHARES TR
-$1.6M
65,701
-24%
增持
KR
KROGER CO
+$1.6M
43,061
+506%
增持
AFL
AFLAC INC
+$1.6M
35,255
+119%
建仓
CAH
CARDINAL HEALTH INC
+$1.6M
18,206
增持
EEM
ISHARES TR
+$1.6M
222,293
+28%
清仓
EBAY
EBAY INC.
-$1.5M
0
-100%
增持
WMT
WALMART INC
+$1.5M
15,599
+151%
清仓
EQIX
EQUINIX INC
-$1.5M
0
-100%
增持
ORCL
ORACLE CORP
+$1.4M
27,383
+120%
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
增持
—
ASML HOLDING N V
+$1.4M
3,102
+415%
建仓
—
AON PLC
+$1.3M
3,986
减持
MRVL
MARVELL TECHNOLOGY INC
-$1.3M
156,746
-4%
减持
META
META PLATFORMS INC
+$1.2M
116,001
-1%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$1.2M
2,894
减持
CRM
SALESFORCE INC
-$1.2M
114,702
-1%
建仓
NEE
NEXTERA ENERGY INC
+$1.2M
20,457
建仓
BABA
ALIBABA GROUP HLDG LTD
+$1.2M
13,419
清仓
HCA
HCA HEALTHCARE INC
-$1.2M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.1M
22,064
-77%
增持
EXR
EXTRA SPACE STORAGE INC
+$1.1M
29,055
+77%
清仓
CVS
CVS HEALTH CORP
-$1.0M
0
-100%
减持
MS
MORGAN STANLEY
-$1.0M
16,432
-41%
清仓
KOMP
SPDR SER TR
-$1.0M
0
-100%
增持
—
DISCOVER FINL SVCS
+$1.0M
31,577
+115%
建仓
MDB
MONGODB INC
+$1.0M
2,916
建仓
IBB
ISHARES TR
+$1.0M
8,171
减持
INTU
INTUIT
+$946.8K
21,702
-2%
增持
NUE
NUCOR CORP
+$930.2K
21,078
+46%
建仓
SPGI
S&P GLOBAL INC
+$913.5K
2,500
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$888.9K
0
-100%
减持
BWA
BORGWARNER INC
-$859.0K
24,787
-35%
减持
PEP
PEPSICO INC
-$853.9K
5,861
-41%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$840.3K
6,347
+369%
建仓
XSD
SPDR SER TR
+$836.6K
4,268
增持
XLE
SELECT SECTOR SPDR TR
+$824.4K
36,458
+20%
减持
QQQJ
INVESCO EXCH TRADED FD TR II
-$794.8K
12,000
-71%
清仓
PTNQ
PACER FDS TR
-$789.0K
0
-100%
减持
SHOP
SHOPIFY INC
-$756.5K
48,963
-8%
增持
AVGO
BROADCOM INC
-$743.2K
23,369
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$737.9K
48,751
+17%
减持
TSCO
TRACTOR SUPPLY CO
-$710.9K
1,829
-63%
建仓
TXRH
TEXAS ROADHOUSE INC
+$672.7K
7,000
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$634.9K
6,693
+223%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$629.0K
152,168
-10%
增持
MPWR
MONOLITHIC PWR SYS INC
+$622.3K
1,953
+275%
减持
COST
COSTCO WHSL CORP NEW
-$620.8K
8,306
-16%
增持
KLAC
KLA CORP
+$618.6K
3,490
+72%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$609.7K
14,684
+42%
