小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 64
减持 44
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
AMD
ADVANCED MICRO DEVICES INC
+$39.3M
303,227
+190%
增持
NVDA
NVIDIA CORPORATION
+$26.1M
61,167
+4%
增持
VGT
VANGUARD WORLD FD
+$24.1M
49,757
+1094%
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
MSFT
MICROSOFT CORP
+$22.3M
161,166
+33%
建仓
DYNF
BLACKROCK ETF TRUST
+$21.5M
484,282
增持
IUSB
ISHARES TR
+$19.9M
990,839
+81%
增持
AMZN
AMAZON COM INC
+$19.0M
423,864
+12%
增持
TXN
TEXAS INSTRS INC
+$16.5M
138,736
+207%
增持
QQQ
INVESCO QQQ TR
+$14.4M
108,547
+31%
减持
IVV
ISHARES TR
-$14.3M
154,963
-23%
增持
IVE
ISHARES TR
+$12.2M
67,516
+2806%
增持
VTI
VANGUARD INDEX FDS
+$11.9M
53,462
+534%
减持
QQQE
DIREXION SHS ETF TR
-$10.9M
5,368
-96%
增持
IVW
ISHARES TR
+$10.9M
190,072
+175%
增持
ISRG
INTUITIVE SURGICAL INC
+$10.4M
26,949
+2366%
清仓
IGM
ISHARES TR
-$10.2M
0
-100%
减持
AMGN
AMGEN INC
-$9.9M
71,897
-32%
减持
PSX
PHILLIPS 66
-$9.7M
3,226
-96%
减持
CMCSA
COMCAST CORP NEW
-$9.6M
240,198
-47%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$9.5M
0
-100%
增持
F
FORD MTR CO DEL
+$8.8M
695,347
+1711%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$8.8M
1,265
-97%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.5M
439,372
+67%
减持
TFLO
ISHARES TR
-$7.9M
10,100
-94%
增持
AMAT
APPLIED MATLS INC
+$7.8M
125,008
+12%
增持
AVGO
BROADCOM INC
+$7.7M
19,866
+19%
减持
VLO
VALERO ENERGY CORP
-$7.5M
17,800
-78%
减持
ESGU
ISHARES TR
-$7.0M
2,561
-96%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.9M
49,080
+1802%
清仓
MGV
VANGUARD WORLD FD
-$6.8M
0
-100%
减持
META
META PLATFORMS INC
+$6.8M
86,687
-13%
增持
—
LAM RESEARCH CORP
+$6.7M
10,975
+117%
减持
GOOGL
ALPHABET INC
-$6.7M
260,163
-21%
减持
ADBE
ADOBE INC
-$6.5M
8,308
-53%
减持
CSCO
CISCO SYS INC
-$6.2M
385,390
-24%
减持
COST
COSTCO WHSL CORP NEW
-$6.1M
8,755
-54%
减持
TIP
ISHARES TR
-$6.1M
20,338
-74%
建仓
HEFA
ISHARES TR
+$6.0M
170,879
清仓
OEF
ISHARES TR
-$5.9M
0
-100%
清仓
HDV
ISHARES TR
-$5.6M
0
-100%
增持
TSLA
TESLA INC
-$5.3M
163,847
+19%
增持
NFLX
NETFLIX INC
+$5.2M
28,109
+16%
增持
QCOM
QUALCOMM INC
+$5.2M
146,551
+8%
增持
TRV
TRAVELERS COMPANIES INC
+$5.2M
25,728
+537%
建仓
BINC
BLACKROCK ETF TRUST II
+$5.1M
97,815
增持
AXP
AMERICAN EXPRESS CO
+$5.1M
24,993
+713%
清仓
MUNI
PIMCO ETF TR
-$5.0M
0
-100%
减持
CAT
CATERPILLAR INC
-$4.8M
11,827
-62%
建仓
HON
HONEYWELL INTL INC
+$4.7M
23,082
减持
IEMG
ISHARES INC
-$4.5M
75,105
-55%
减持
MET
METLIFE INC
-$4.4M
30,283
-70%
增持
INTC
INTEL CORP
+$4.3M
526,161
+40%
减持
EFV
ISHARES TR
-$4.3M
228,653
-29%
增持
EMXC
ISHARES INC
+$4.2M
113,660
+173%
减持
AGG
ISHARES TR
-$4.1M
12,202
-77%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.1M
38,844
-59%
增持
AAPL
APPLE INC
+$4.1M
886,296
+15%
增持
SBUX
STARBUCKS CORP
+$3.9M
63,054
+225%
增持
ACWI
ISHARES TR
+$3.9M
42,385
+431%
清仓
VTV
VANGUARD INDEX FDS
-$3.8M
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$3.8M
23,264
-52%
减持
USB
US BANCORP DEL
-$3.8M
106,443
-46%
建仓
EMR
EMERSON ELEC CO
+$3.7M
32,765
清仓
USMV
ISHARES TR
-$3.7M
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$3.6M
0
-100%
减持
BAC
BANK AMERICA CORP
-$3.6M
39,492
-74%
增持
BKNG
BOOKING HOLDINGS INC
+$3.5M
1,866
+103%
增持
MRVL
MARVELL TECHNOLOGY INC
+$3.4M
187,107
+14%
减持
C
CITIGROUP INC
-$3.4M
10,195
-87%
减持
LQD
ISHARES TR
-$3.3M
37,357
-44%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.2M
5,332
-52%
建仓
SHM
SPDR SER TR
+$3.2M
67,994
减持
WFC
WELLS FARGO CO NEW
-$3.2M
17,614
-79%
减持
PG
PROCTER AND GAMBLE CO
-$3.2M
45,257
-37%
增持
NUE
NUCOR CORP
+$2.9M
21,935
+172%
增持
JPM
JPMORGAN CHASE & CO
+$2.9M
77,314
+5%
建仓
ISD
PGIM HIGH YIELD BOND FUND IN
+$2.9M
224,380
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.9M
67,148
+55%
增持
GOOG
ALPHABET INC
+$2.9M
90,860
+17%
减持
SPYD
SPDR SER TR
-$2.8M
6,238
-92%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$2.8M
347,212
+93%
减持
CRM
SALESFORCE INC
+$2.7M
91,171
-3%
增持
IYW
ISHARES TR
+$2.6M
82,860
+19%
增持
TGT
TARGET CORP
+$2.5M
27,635
+67%
增持
—
DISCOVER FINL SVCS
+$2.4M
27,705
+160%
增持
MMM
3M CO
+$2.4M
70,270
+53%
建仓
—
BLACKROCK INC
+$2.4M
2,835
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$2.2M
35,803
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.2M
32,475
+13%
建仓
—
BUNGE GLOBAL SA
+$2.1M
20,847
增持
—
ARISTA NETWORKS INC
+$2.1M
8,104
+768%
建仓
JBL
JABIL INC
+$2.1M
15,549
减持
ASTH
ASTRANA HEALTH INC
+$2.1M
667,176
-1%
减持
QUAL
ISHARES TR
+$2.1M
133,890
-1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$2.1M
4,258
-90%
增持
TFI
SPDR SER TR
+$2.1M
72,032
+164%
清仓
NYT
NEW YORK TIMES CO
-$2.1M
0
-100%
减持
EEM
ISHARES TR
-$2.0M
147,807
-27%
建仓
LEN
LENNAR CORP
+$2.0M
11,868
增持
KO
COCA COLA CO
+$2.0M
157,861
+21%
增持
COF
CAPITAL ONE FINL CORP
+$2.0M
29,801
+62%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
85,105
-5%
清仓
ADSK
AUTODESK INC
-$1.9M
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.9M
0
-100%
清仓
L
LOEWS CORP
-$1.9M
0
-100%
增持
HIG
HARTFORD FINL SVCS GROUP INC
+$1.9M
34,626
+66%
减持
ARKK
ARK ETF TR
-$1.8M
4,816
-88%
增持
—
EXXON MOBIL CORP
+$1.8M
26,553
+109%
建仓
PGR
PROGRESSIVE CORP
+$1.8M
8,741
建仓
AVB
AVALONBAY CMNTYS INC
+$1.8M
9,616
增持
XLK
SELECT SECTOR SPDR TR
+$1.8M
37,830
+19%
增持
XLV
SELECT SECTOR SPDR TR
+$1.8M
29,859
+54%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.7M
9,456
减持
STLD
STEEL DYNAMICS INC
-$1.7M
2,689
-85%
增持
EFA
ISHARES TR
+$1.7M
151,388
+9%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$1.7M
5,359
增持
INTU
INTUIT
+$1.7M
35,621
+4%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$1.7M
2,691
减持
GS
GOLDMAN SACHS GROUP INC
-$1.6M
21,080
-22%
增持
XLC
SELECT SECTOR SPDR TR
+$1.6M
30,200
+161%
清仓
BWA
BORGWARNER INC
-$1.6M
0
-100%
增持
MRK
MERCK & CO INC
+$1.6M
25,516
+59%
增持
COP
CONOCOPHILLIPS
+$1.6M
34,432
+43%
减持
SUB
ISHARES TR
-$1.6M
32,344
-31%
减持
XLY
SELECT SECTOR SPDR TR
-$1.6M
8,084
-53%
增持
EFG
ISHARES TR
+$1.6M
115,880
+7%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.5M
2,644
-85%
建仓
CVS
CVS HEALTH CORP
+$1.5M
18,495
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
增持
—
ASML HOLDING N V
+$1.4M
3,901
+26%
清仓
SCHV
SCHWAB STRATEGIC TR
-$1.4M
0
-100%
增持
MBB
ISHARES TR
+$1.4M
130,020
+15%
增持
SPYV
SPDR SER TR
+$1.4M
346,730
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$1.4M
10,954
+84%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
69,707
+63%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$1.3M
0
-100%
建仓
—
CARNIVAL CORP
+$1.3M
80,613
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
78,011
-6%
清仓
EQIX
EQUINIX INC
-$1.3M
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$1.3M
13,897
增持
LLY
ELI LILLY & CO
+$1.3M
4,494
+18%
增持
EBAY
EBAY INC.
+$1.3M
57,642
+42%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$1.2M
136,967
+58%
建仓
ICVT
ISHARES TR
+$1.2M
15,358
增持
XLP
SELECT SECTOR SPDR TR
+$1.2M
20,330
+312%
清仓
QQQJ
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
增持
WMT
WALMART INC
-$1.2M
16,325
+20%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$1.2M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
11,322
-25%
清仓
CI
THE CIGNA GROUP
-$1.2M
0
-100%
