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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 64
减持 43
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
VGT
VANGUARD WORLD FD
+$35.4M
63,076
+2097%
增持
AAPL
APPLE INC
+$29.4M
865,407
+6%
增持
AMGN
AMGEN INC
+$24.1M
104,572
+240%
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
CRM
SALESFORCE INC
-$21.1M
17,731
-82%
增持
TSLA
TESLA INC
+$19.9M
205,576
+20%
减持
CMCSA
COMCAST CORP NEW
-$19.0M
100,255
-83%
增持
EFV
ISHARES TR
+$14.9M
394,827
+170%
减持
MU
MICRON TECHNOLOGY INC
-$13.7M
15,065
-87%
建仓
VTV
VANGUARD INDEX FDS
+$12.9M
73,619
减持
IGM
ISHARES TR
-$12.5M
9,490
-93%
减持
ASTH
ASTRANA HEALTH INC
+$11.5M
679,984
-1%
减持
INTC
INTEL CORP
-$11.5M
240,893
-56%
增持
HON
HONEYWELL INTL INC
+$10.6M
73,529
+239%
增持
ISRG
INTUITIVE SURGICAL INC
+$10.2M
27,570
+262%
增持
IUSB
ISHARES TR
+$9.6M
1,175,230
+16%
建仓
KLAC
KLA CORP
+$9.6M
12,337
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$9.1M
20,163
+3507%
增持
COST
COSTCO WHSL CORP NEW
+$9.0M
18,216
+117%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$8.9M
30,822
-66%
减持
NVDA
NVIDIA CORPORATION
-$8.8M
817,200
-7%
减持
PEP
PEPSICO INC
-$8.8M
9,939
-84%
减持
—
LAM RESEARCH CORP
-$8.7M
4,103
-64%
增持
SPY
SPDR S&P 500 ETF TR
+$8.5M
99,728
+11%
增持
SO
SOUTHERN CO
+$8.3M
96,892
+1503%
减持
MSFT
MICROSOFT CORP
-$8.1M
148,822
-8%
减持
NFLX
NETFLIX INC
-$7.8M
21,879
-37%
增持
PM
PHILIP MORRIS INTL INC
+$7.7M
72,038
+556%
建仓
DUK
DUKE ENERGY CORP NEW
+$7.5M
65,263
减持
C
CITIGROUP INC
-$7.5M
4,825
-96%
减持
—
LINDE PLC
-$7.1M
18,770
-49%
减持
PSX
PHILLIPS 66
-$6.4M
15,028
-75%
建仓
ACWI
ISHARES TR
+$5.8M
48,523
增持
BINC
BLACKROCK ETF TRUST II
+$5.7M
206,597
+102%
增持
MCD
MCDONALDS CORP
+$5.7M
25,762
+209%
增持
CSCO
CISCO SYS INC
+$5.7M
640,201
+7%
减持
META
META PLATFORMS INC
-$5.6M
79,868
-22%
减持
XLP
SELECT SECTOR SPDR TR
-$5.5M
6,228
-92%
增持
PG
PROCTER AND GAMBLE CO
+$5.2M
73,947
+61%
减持
XLU
SELECT SECTOR SPDR TR
-$5.1M
8,366
-90%
减持
VOO
VANGUARD INDEX FDS
-$5.0M
5,012
-67%
增持
TMUS
T-MOBILE US INC
+$4.8M
119,607
+6%
减持
AXP
AMERICAN EXPRESS CO
-$4.8M
2,933
-88%
清仓
HEFA
ISHARES TR
-$4.8M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$4.5M
79,633
-23%
增持
TFLO
ISHARES TR
+$4.4M
100,200
+704%
增持
NEE
NEXTERA ENERGY INC
+$4.3M
73,494
+179%
减持
TRV
TRAVELERS COMPANIES INC
-$4.3M
4,738
-82%
增持
BKNG
BOOKING HOLDINGS INC
+$4.2M
1,169
+560%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$4.2M
0
-100%
建仓
SRE
SEMPRA
+$4.0M
47,927
减持
F
FORD MTR CO
-$3.9M
367,769
-41%
增持
MS
MORGAN STANLEY
+$3.9M
57,338
+167%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.9M
31,769
+882%
增持
EMXC
ISHARES INC
+$3.8M
180,842
+48%
减持
AMZN
AMAZON COM INC
-$3.7M
366,321
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$3.6M
38,538
+142%
增持
PFE
PFIZER INC
+$3.6M
173,317
+237%
减持
USB
US BANCORP DEL
-$3.5M
14,641
-86%
建仓
STT
STATE STR CORP
+$3.5M
39,267
减持
COP
CONOCOPHILLIPS
-$3.5M
4,817
-86%
增持
MRK
MERCK & CO INC
+$3.5M
64,699
+105%
增持
T
AT&T INC
+$3.4M
553,778
+21%
增持
GOOGL
ALPHABET INC
+$3.3M
369,884
+16%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$3.3M
27,596
-91%
清仓
JVAL
J P MORGAN EXCHANGE TRADED F
-$3.2M
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
增持
HD
HOME DEPOT INC
+$3.1M
25,010
+22%
减持
ABBV
ABBVIE INC
-$3.0M
16,935
-54%
减持
IWM
ISHARES TR
-$2.8M
59,343
-24%
增持
ISD
PGIM HIGH YIELD BOND FUND IN
+$2.8M
653,090
+34%
增持
QUAL
ISHARES TR
+$2.8M
151,662
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$2.7M
540,043
+6%
增持
GLD
SPDR GOLD TR
+$2.7M
12,364
+680%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.6M
483,223
+4%
减持
DOW
DOW INC
-$2.5M
108,673
-32%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.5M
2,645
-89%
建仓
AES
AES CORP
+$2.5M
123,238
增持
KO
COCA COLA CO
+$2.4M
152,612
+14%
增持
TXN
TEXAS INSTRS INC
+$2.4M
102,340
+6%
建仓
BALL
BALL CORP
+$2.3M
34,326
减持
IEMG
ISHARES INC
-$2.3M
115,335
-31%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
77,813
+10%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
32,490
+24%
清仓
TIP
ISHARES TR
-$2.2M
0
-100%
清仓
AIZ
ASSURANT INC
-$2.2M
0
-100%
增持
V
VISA INC
+$2.2M
26,367
+36%
增持
—
DUPONT DE NEMOURS INC
+$2.1M
26,145
+938%
建仓
GDDY
GODADDY INC
+$2.1M
13,351
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.0M
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.0M
43,159
+4%
增持
AMLP
ALPS ETF TR
+$2.0M
57,207
+299%
增持
IVE
ISHARES TR
+$2.0M
77,007
+6%
增持
PGR
PROGRESSIVE CORP
+$2.0M
8,693
+740%
减持
VLO
VALERO ENERGY CORP
-$1.9M
45,616
-12%
清仓
HCA
HCA HEALTHCARE INC
-$1.9M
0
-100%
清仓
JBL
JABIL INC
-$1.9M
0
-100%
清仓
EQT
EQT CORP
-$1.9M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.9M
2,623
-61%
减持
VMC
VULCAN MATLS CO
-$1.8M
2,128
-78%
增持
QCOM
QUALCOMM INC
-$1.8M
148,068
+9%
减持
DIS
DISNEY WALT CO
-$1.8M
13,972
-56%
清仓
SPGI
S&P GLOBAL INC
-$1.8M
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$1.8M
0
-100%
清仓
QQQJ
INVESCO EXCH TRADED FD TR II
-$1.8M
0
-100%
增持
ALB
ALBEMARLE CORP
+$1.7M
30,514
+147%
增持
XLI
SELECT SECTOR SPDR TR
+$1.7M
15,812
+337%
增持
SMH
VANECK ETF TRUST
+$1.7M
11,587
+159%
增持
AFL
AFLAC INC
+$1.7M
34,592
+39%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$1.5M
0
-100%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$1.5M
17,205
-51%
减持
IYW
ISHARES TR
-$1.5M
76,463
-12%
清仓
NOW
SERVICENOW INC
-$1.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
8,396
+12%
建仓
BOXX
EA SERIES TRUST
+$1.4M
12,491
清仓
ABNB
AIRBNB INC
-$1.4M
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.3M
14,160
+541%
减持
PHM
PULTE GROUP INC
-$1.3M
4,538
-75%
增持
EEM
ISHARES TR
+$1.3M
208,924
+8%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
21,894
建仓
SCHF
SCHWAB STRATEGIC TR
+$1.2M
30,104
增持
AMAT
APPLIED MATLS INC
-$1.2M
142,304
+12%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.2M
0
-100%
减持
TLT
ISHARES TR
-$1.2M
58,285
-23%
清仓
KOMP
SPDR SER TR
-$1.2M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
7,007
-33%
减持
ADBE
ADOBE INC
-$1.1M
23,981
-2%
增持
AVGO
BROADCOM INC
-$1.1M
186,830
+799%
增持
MBB
ISHARES TR
+$1.1M
141,700
+4%
减持
QQQ
INVESCO QQQ TR
-$1.1M
78,517
-5%
建仓
SMIN
ISHARES TR
+$1.1M
12,878
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$1.1M
21,806
增持
FDX
FEDEX CORP
+$1.1M
10,512
+75%
清仓
OKE
ONEOK INC NEW
-$1.1M
0
-100%
清仓
CWB
SPDR SER TR
-$1.1M
0
-100%
建仓
EWJ
ISHARES INC
+$1.0M
14,627
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.0M
0
-100%
增持
BX
BLACKSTONE INC
+$1.0M
34,247
+1%
增持
VICI
VICI PPTYS INC
+$1.0M
105,323
+22%
建仓
PNW
PINNACLE WEST CAP CORP
+$1.0M
11,578
清仓
PULS
PGIM ETF TR
-$1.0M
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
+$996.9K
6,144
+174%
清仓
MSCI
MSCI INC
-$996.7K
0
-100%
建仓
EPI
WISDOMTREE TR
+$985.8K
19,537
增持
EFA
ISHARES TR
+$980.9K
140,654
+2%
增持
CCI
CROWN CASTLE INC
+$974.1K
10,840
+239%
增持
WMT
WALMART INC
+$965.5K
50,670
+10%
增持
INTU
INTUIT
+$960.2K
25,862
+13%
清仓
U
UNITY SOFTWARE INC
-$958.1K
0
-100%
建仓
O
REALTY INCOME CORP
+$956.3K
15,079
建仓
BBY
BEST BUY INC
+$950.6K
9,119
