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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 26
增持 52
减持 54
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$20.5M
200,605
+15%
增持
AMGN
AMGEN INC
+$19.5M
105,198
+163%
减持
VTI
VANGUARD INDEX FDS
-$19.4M
8,426
-92%
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
IBM
INTERNATIONAL BUSINESS MACHS
+$12.7M
83,173
+1173%
清仓
DLR
DIGITAL RLTY TR INC
-$12.6M
0
-100%
减持
F
FORD MTR CO DEL
-$12.1M
38,390
-96%
增持
INTC
INTEL CORP
+$12.1M
376,452
+95%
减持
KMI
KINDER MORGAN INC DEL
-$11.8M
32,646
-96%
建仓
QQQE
DIREXION SHS ETF TR
+$11.4M
135,006
增持
TMUS
T-MOBILE US INC
+$11.0M
94,351
+222%
增持
QCOM
QUALCOMM INC
+$10.6M
135,413
+68%
减持
VGT
VANGUARD WORLD FDS
-$10.5M
4,168
-86%
增持
INTU
INTUIT
+$10.4M
34,391
+58%
减持
SPG
SIMON PPTY GROUP INC NEW
-$10.2M
6,267
-94%
建仓
IGM
ISHARES TR
+$10.2M
22,705
减持
IUSB
ISHARES TR
-$10.0M
548,232
-32%
增持
CSCO
CISCO SYS INC
+$9.9M
504,015
+74%
增持
PSX
PHILLIPS 66
+$9.8M
76,478
+2529%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$9.5M
66,399
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$8.8M
38,672
+3397%
增持
USB
US BANCORP DEL
+$8.1M
196,640
+1088%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$8.0M
20,059
+3227%
减持
WFC
WELLS FARGO CO NEW
-$7.9M
85,236
-71%
增持
COST
COSTCO WHSL CORP NEW
+$7.8M
18,987
+129%
减持
MO
ALTRIA GROUP INC
-$7.7M
25,509
-88%
增持
TFC
TRUIST FINL CORP
+$7.7M
216,490
+1739%
减持
ADBE
ADOBE INC
-$7.4M
17,856
-50%
减持
AAPL
APPLE INC
-$7.4M
768,025
-15%
清仓
HON
HONEYWELL INTL INC
-$7.2M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$7.1M
0
-100%
增持
ASTH
APOLLO MED HLDGS INC
+$7.1M
677,176
+11%
增持
MS
MORGAN STANLEY
+$7.0M
89,673
+446%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.0M
27,041
+152%
增持
VLO
VALERO ENERGY CORP
+$6.9M
81,275
+217%
建仓
MGV
VANGUARD WORLD FD
+$6.8M
62,404
清仓
—
MEDTRONIC PLC
-$6.8M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$6.6M
1,093
-95%
减持
TSLA
TESLA INC
-$6.2M
137,170
-15%
增持
GILD
GILEAD SCIENCES INC
+$5.9M
94,268
+309%
建仓
OEF
ISHARES TR
+$5.9M
26,422
减持
NFLX
NETFLIX INC
-$5.9M
24,303
-48%
建仓
HDV
ISHARES TR
+$5.6M
55,382
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$5.5M
28,618
+82%
增持
CAT
CATERPILLAR INC
+$5.4M
31,052
+121%
增持
TIP
ISHARES TR
+$5.3M
76,845
+172%
建仓
MUNI
PIMCO ETF TR
+$5.0M
94,090
增持
MET
METLIFE INC
+$4.9M
101,188
+264%
增持
SPY
SPDR S&P 500 ETF TR
+$4.9M
89,723
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.8M
104,455
+1%
减持
NVDA
NVIDIA CORPORATION
-$4.8M
58,880
-25%
增持
SUB
ISHARES TR
+$4.8M
47,130
+2144%
增持
VOO
VANGUARD INDEX FDS
+$4.7M
15,136
+206%
减持
PM
PHILIP MORRIS INTL INC
-$4.6M
36,376
-58%
增持
GOOGL
ALPHABET INC
+$4.6M
329,144
+4%
减持
JPM
JPMORGAN CHASE & CO
-$4.6M
73,757
-37%
减持
SPYV
SPDR SER TR
-$4.5M
343,456
-31%
增持
CVX
CHEVRON CORP NEW
+$4.5M
69,517
+98%
减持
AIG
AMERICAN INTL GROUP INC
-$4.4M
44,767
-63%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$4.3M
179,602
+843%
清仓
PRU
PRUDENTIAL FINL INC
-$4.2M
0
-100%
增持
HD
HOME DEPOT INC
+$4.2M
24,412
+73%
减持
MSFT
MICROSOFT CORP
-$4.1M
120,911
-23%
增持
AGG
ISHARES TR
+$4.1M
53,736
+299%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0M
11,142
+196%
减持
EFG
ISHARES TR
-$3.8M
107,992
-35%
建仓
VTV
VANGUARD INDEX FDS
+$3.8M
25,456
增持
PG
PROCTER AND GAMBLE CO
+$3.8M
71,719
+56%
增持
CMCSA
COMCAST CORP NEW
+$3.8M
455,659
+25%
减持
QQQ
INVESCO QQQ TR
+$3.7M
82,643
-2%
建仓
DUK
DUKE ENERGY CORP NEW
+$3.6M
37,497
减持
C
CITIGROUP INC
-$3.6M
77,660
-58%
增持
IYW
ISHARES TR
+$3.6M
69,736
+47%
增持
KO
COCA COLA CO
+$3.5M
130,701
+74%
减持
ACWI
ISHARES TR
-$3.3M
7,977
-82%
增持
T
AT&T INC
+$3.3M
256,917
+280%
建仓
SPYD
SPDR SER TR
+$3.1M
79,177
减持
XLV
SELECT SECTOR SPDR TR
-$3.1M
19,440
-56%
减持
XLC
SELECT SECTOR SPDR TR
-$3.0M
11,583
-80%
减持
XLI
SELECT SECTOR SPDR TR
-$3.0M
11,094
-73%
增持
BKNG
BOOKING HOLDINGS INC
+$2.9M
919
+629%
减持
GOVT
ISHARES TR
-$2.9M
106,797
-56%
增持
JNJ
JOHNSON & JOHNSON
+$2.9M
52,364
+53%
减持
MMM
3M CO
-$2.7M
45,929
-44%
减持
TLT
ISHARES TR
-$2.6M
62,200
-37%
减持
IJH
ISHARES TR
-$2.6M
2,829
-79%
建仓
EMXC
ISHARES INC
+$2.3M
41,636
减持
TFLO
ISHARES TR
-$2.3M
167,296
-21%
减持
XLY
SELECT SECTOR SPDR TR
-$2.2M
17,094
-48%
增持
BAC
BANK AMERICA CORP
+$2.2M
150,783
+46%
减持
EFV
ISHARES TR
-$2.1M
320,913
-17%
减持
TFI
SPDR SER TR
-$2.1M
27,246
-65%
增持
LQD
ISHARES TR
+$2.1M
66,887
+28%
建仓
NYT
NEW YORK TIMES CO
+$2.1M
41,966
清仓
—
ACTIVISION BLIZZARD INC
-$2.1M
0
-100%
减持
QUAL
ISHARES TR
+$2.0M
135,342
-0%
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.9M
20,335
建仓
L
LOEWS CORP
+$1.9M
27,431
减持
NUE
NUCOR CORP
-$1.9M
8,060
-62%
减持
XLK
SELECT SECTOR SPDR TR
-$1.9M
31,734
-35%
增持
ARKK
ARK ETF TR
+$1.9M
39,707
+597%
建仓
IXC
ISHARES TR
+$1.8M
45,627
建仓
COR
CENCORA INC
+$1.8M
8,637
建仓
EBAY
EBAY INC.
+$1.8M
40,502
增持
STLD
STEEL DYNAMICS INC
+$1.7M
17,931
+387%
减持
GPC
GENUINE PARTS CO
-$1.7M
1,539
-88%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$1.7M
20,916
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.7M
43,328
+53%
清仓
OMC
OMNICOM GROUP INC
-$1.7M
0
-100%
减持
KR
KROGER CO
-$1.6M
6,061
-86%
减持
MRK
MERCK & CO INC
-$1.6M
16,037
-51%
清仓
KLAC
KLA CORP
-$1.6M
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
17,775
+596%
减持
CRM
SALESFORCE INC
+$1.6M
94,409
-18%
清仓
CAH
CARDINAL HEALTH INC
-$1.6M
0
-100%
增持
ALL
ALLSTATE CORP
+$1.6M
15,682
+175%
清仓
EA
ELECTRONIC ARTS INC
-$1.6M
0
-100%
减持
—
DISCOVER FINL SVCS
-$1.5M
10,659
-66%
清仓
DPZ
DOMINOS PIZZA INC
-$1.5M
0
-100%
减持
DOW
DOW INC
-$1.5M
133,417
-22%
清仓
LEN
LENNAR CORP
-$1.5M
0
-100%
增持
—
GARMIN LTD
+$1.5M
14,087
+370%
清仓
ENPH
ENPHASE ENERGY INC
-$1.5M
0
-100%
建仓
SCHV
SCHWAB STRATEGIC TR
+$1.4M
19,921
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.4M
163,624
+4%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.4M
25,017
减持
VTEB
VANGUARD MUN BD FDS
-$1.3M
42,651
-42%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$1.3M
86,726
-41%
清仓
—
AON PLC
-$1.3M
0
-100%
建仓
EQIX
EQUINIX INC
+$1.3M
1,604
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.2M
44,280
-38%
减持
ITM
VANECK ETF TRUST
-$1.2M
46,247
-40%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$1.2M
0
-100%
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$1.2M
29,510
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
24,533
清仓
BABA
ALIBABA GROUP HLDG LTD
-$1.2M
0
-100%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$1.1M
93,224
-39%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.1M
8,566
-57%
建仓
STZ
CONSTELLATION BRANDS INC
+$1.1M
4,440
减持
USMV
ISHARES TR
-$1.1M
47,526
-28%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$1.1M
34,222
+246%
减持
BA
BOEING CO
+$1.1M
17,178
-4%
减持
COP
CONOCOPHILLIPS
-$1.0M
24,127
-25%
增持
ESGU
ISHARES TR
+$1.0M
69,501
+5%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.0M
0
-100%
建仓
IDEV
ISHARES TR
+$1.0M
16,039
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$994.4K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$979.4K
15,924
-45%
减持
HPQ
HP INC
-$959.4K
62,055
-43%
增持
QQQJ
INVESCO EXCH TRADED FD TR II
+$898.3K
44,237
+269%
建仓
SPTL
SPDR SER TR
+$867.7K
29,899
