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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 30
增持 43
减持 59
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$65.4M
257,655
+693%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$53.1M
287,134
增持
IGM
ISHARES TR
+$37.8M
379,180
+3896%
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
VGT
VANGUARD WORLD FD
-$26.9M
16,322
-74%
增持
AAPL
APPLE INC
+$23.3M
898,093
+4%
减持
ASTH
ASTRANA HEALTH INC
-$22.3M
541,984
-20%
减持
AMAT
APPLIED MATLS INC
-$18.0M
65,965
-54%
减持
AMGN
AMGEN INC
-$17.4M
62,500
-40%
减持
QCOM
QUALCOMM INC
-$16.3M
57,969
-61%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$14.4M
49,944
+3944%
增持
AMZN
AMAZON COM INC
+$13.0M
370,402
+1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$12.5M
240,385
-5%
增持
NFLX
NETFLIX INC
+$12.4M
31,273
+43%
建仓
RIO
RIO TINTO PLC
+$11.8M
200,816
增持
NVDA
NVIDIA CORPORATION
+$11.8M
826,913
+1%
增持
META
META PLATFORMS INC
+$11.8M
98,232
+23%
减持
TSLA
TESLA INC
+$10.2M
158,474
-23%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$10.2M
180,489
增持
ISRG
INTUITIVE SURGICAL INC
+$9.9M
44,857
+63%
清仓
KLAC
KLA CORP
-$9.6M
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$9.4M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$9.3M
20,918
-72%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$8.9M
78,226
+2858%
增持
USB
US BANCORP DEL
+$8.0M
180,292
+1131%
减持
VZ
VERIZON COMMUNICATIONS INC
-$7.9M
345,068
-29%
增持
CMCSA
COMCAST CORP NEW
+$7.8M
319,081
+218%
减持
COST
COSTCO WHSL CORP NEW
-$7.6M
9,336
-49%
建仓
XLC
SELECT SECTOR SPDR TR
+$7.3M
75,871
增持
XLP
SELECT SECTOR SPDR TR
+$7.1M
96,875
+1455%
减持
TXN
TEXAS INSTRS INC
-$7.1M
74,999
-27%
增持
VOO
VANGUARD INDEX FDS
+$7.0M
17,832
+256%
增持
XLU
SELECT SECTOR SPDR TR
+$6.9M
99,506
+1089%
减持
GOOGL
ALPHABET INC
-$6.6M
289,375
-22%
增持
AGG
ISHARES TR
+$6.5M
79,872
+530%
减持
HON
HONEYWELL INTL INC
-$6.2M
39,716
-46%
增持
QQQ
INVESCO QQQ TR
+$6.2M
87,221
+11%
清仓
NEE
NEXTERA ENERGY INC
-$6.2M
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$6.0M
8,526
-87%
清仓
ACWI
ISHARES TR
-$5.8M
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
+$5.8M
181,706
-8%
减持
KO
COCA COLA CO
-$5.7M
84,932
-44%
增持
IVV
ISHARES TR
+$5.6M
139,144
+5%
减持
SO
SOUTHERN CO
-$5.5M
38,758
-60%
建仓
MTUM
ISHARES TR
+$5.4M
26,263
建仓
SCHV
SCHWAB STRATEGIC TR
+$5.4M
206,775
减持
AVGO
BROADCOM INC
+$5.3M
161,776
-13%
减持
VLO
VALERO ENERGY CORP
-$5.1M
8,753
-81%
减持
CVX
CHEVRON CORP NEW
-$4.9M
46,797
-41%
建仓
GILD
GILEAD SCIENCES INC
+$4.9M
53,274
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$4.7M
37,737
减持
—
EXXON MOBIL CORP
-$4.6M
31,178
-54%
增持
PEP
PEPSICO INC
+$4.6M
41,259
+315%
减持
MSFT
MICROSOFT CORP
-$4.6M
140,960
-5%
减持
PFE
PFIZER INC
-$4.5M
18,402
-89%
减持
DUK
DUKE ENERGY CORP NEW
-$4.5M
28,463
-56%
增持
BNY
BANK NEW YORK MELLON CORP
+$4.4M
60,354
+1797%
减持
TMUS
T-MOBILE US INC
-$4.4M
91,937
-23%
减持
MMM
3M CO
-$4.3M
33,973
-47%
增持
TFLR
T ROWE PRICE ETF INC
+$4.2M
152,953
+112%
清仓
SRE
SEMPRA
-$4.0M
0
-100%
增持
O
REALTY INCOME CORP
+$3.9M
90,995
+503%
增持
BA
BOEING CO
+$3.9M
34,512
+137%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.8M
48,295
+57%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.8M
4,580
-86%
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$3.7M
86,134
减持
EFA
ISHARES TR
-$3.7M
106,370
-24%
减持
F
FORD MTR CO
-$3.7M
20,307
-94%
清仓
—
DISCOVER FINL SVCS
-$3.5M
0
-100%
减持
IGEB
ISHARES TR
-$3.5M
8,430
-90%
建仓
ARKK
ARK ETF TR
+$3.5M
61,867
清仓
STT
STATE STR CORP
-$3.5M
0
-100%
减持
EFV
ISHARES TR
-$3.4M
368,171
-7%
清仓
XLB
SELECT SECTOR SPDR TR
-$3.4M
0
-100%
清仓
—
LAM RESEARCH CORP
-$3.4M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.3M
247,732
+723%
减持
MS
MORGAN STANLEY
-$3.3M
21,345
-63%
建仓
SPYD
SPDR SER TR
+$3.2M
74,744
减持
MRK
MERCK & CO INC
-$3.2M
41,783
-35%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.1M
54,401
+97%
建仓
LRCX
LAM RESEARCH CORP
+$3.0M
41,886
增持
IWM
ISHARES TR
+$3.0M
72,685
+22%
建仓
ANET
ARISTA NETWORKS INC
+$2.9M
26,660
减持
NKE
NIKE INC
-$2.9M
6,411
-83%
建仓
FISV
FISERV INC
+$2.9M
14,103
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$2.8M
64,713
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
102,365
+3%
增持
—
LINDE PLC
+$2.8M
27,976
+49%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$2.7M
27,394
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.7M
49,205
+14%
清仓
—
ARISTA NETWORKS INC
-$2.7M
0
-100%
增持
MBB
ISHARES TR
+$2.7M
177,461
+25%
建仓
QQQJ
INVESCO EXCH TRADED FD TR II
+$2.7M
85,905
建仓
FOXA
FOX CORP
+$2.6M
54,441
增持
INTC
INTEL CORP
+$2.6M
413,395
+72%
减持
ADBE
ADOBE INC
-$2.6M
22,037
-8%
增持
XLV
SELECT SECTOR SPDR TR
+$2.6M
61,688
+60%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.5M
74,906
+244%
减持
EEM
ISHARES TR
-$2.5M
169,932
-19%
清仓
AES
AES CORP
-$2.5M
0
-100%
建仓
FDMO
FIDELITY COVINGTON TRUST
+$2.5M
35,270
增持
PYPL
PAYPAL HLDGS INC
+$2.4M
34,020
+449%
建仓
NRG
NRG ENERGY INC
+$2.4M
26,799
建仓
AEP
AMERICAN ELEC PWR CO INC
+$2.4M
26,072
建仓
IAU
ISHARES GOLD TR
+$2.4M
48,165
减持
CSCO
CISCO SYS INC
+$2.4M
615,493
-4%
清仓
—
DUPONT DE NEMOURS INC
-$2.3M
0
-100%
清仓
GEN
GEN DIGITAL INC
-$2.3M
0
-100%
建仓
MUNI
PIMCO ETF TR
+$2.3M
43,910
增持
DE
DEERE & CO
+$2.2M
11,160
+84%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
71,915
-8%
减持
UBER
UBER TECHNOLOGIES INC
-$2.2M
52,309
-26%
减持
AFL
AFLAC INC
-$2.1M
16,801
-51%
增持
TRV
TRAVELERS COMPANIES INC
+$2.1M
13,374
+182%
清仓
WRB
BERKLEY W R CORP
-$2.1M
0
-100%
减持
VST
VISTRA CORP
-$2.1M
3,680
-83%
减持
HD
HOME DEPOT INC
-$2.1M
20,717
-17%
建仓
CVS
CVS HEALTH CORP
+$2.1M
45,731
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
9,744
-64%
清仓
PSX
PHILLIPS 66
-$2.0M
0
-100%
减持
MPC
MARATHON PETE CORP
-$2.0M
16,041
-38%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.9M
9,643
-36%
减持
DOW
DOW INC
-$1.9M
100,046
-8%
减持
AIG
AMERICAN INTL GROUP INC
-$1.9M
15,937
-62%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
40,840
+21%
增持
TLT
ISHARES TR
+$1.9M
86,749
+49%
增持
PFM
INVESCO EXCHANGE TRADED FD T
+$1.8M
56,947
+229%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$1.7M
0
-100%
减持
COR
CENCORA INC
-$1.7M
1,065
-88%
建仓
AIN
ALBANY INTL CORP
+$1.7M
20,876
清仓
LULU
LULULEMON ATHLETICA INC
-$1.7M
0
-100%
减持
FALN
ISHARES TR
-$1.6M
11,078
-84%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.6M
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$1.6M
4,408
-72%
减持
CAT
CATERPILLAR INC
-$1.5M
14,913
-16%
增持
MAR
MARRIOTT INTL INC NEW
+$1.5M
8,623
+138%
减持
JPM
JPMORGAN CHASE & CO.
-$1.5M
53,796
-21%
减持
PG
PROCTER AND GAMBLE CO
-$1.5M
67,651
-9%
减持
BALL
BALL CORP
-$1.5M
15,844
-54%
减持
XLY
SELECT SECTOR SPDR TR
-$1.4M
4,019
-65%
增持
LMT
LOCKHEED MARTIN CORP
+$1.4M
13,026
+55%
增持
GLD
SPDR GOLD TR
+$1.4M
18,264
+48%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$1.4M
171,229
减持
T
AT&T INC
-$1.4M
474,042
-14%
减持
INTU
INTUIT
-$1.3M
23,408
-9%
建仓
CSX
CSX CORP
+$1.3M
40,582
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.3M
28,091
减持
DLR
DIGITAL RLTY TR INC
-$1.3M
2,496
-76%
减持
FDX
FEDEX CORP
-$1.2M
5,807
-45%
建仓
SPGI
S&P GLOBAL INC
+$1.2M
2,457
建仓
HYDB
ISHARES TR
+$1.2M
25,829
