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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 25
增持 64
减持 41
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
-$64.5M
37,031
-86%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$53.1M
0
-100%
减持
IGM
ISHARES TR
-$38.2M
5,618
-99%
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
AAPL
APPLE INC
-$37.7M
842,586
-6%
增持
VGT
VANGUARD WORLD FD
+$29.5M
73,141
+348%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$28.1M
381,887
+602%
减持
NVDA
NVIDIA CORPORATION
-$26.7M
778,042
-6%
增持
SPYV
SPDR SER TR
+$20.5M
718,315
+127%
增持
TSLA
TESLA INC
-$18.7M
174,651
+10%
增持
CVX
CHEVRON CORP NEW
+$16.4M
138,471
+196%
减持
IVV
ISHARES TR
-$16.2M
116,966
-16%
增持
QCOM
QUALCOMM INC
+$13.1M
143,239
+147%
建仓
TLH
ISHARES TR
+$10.9M
105,107
增持
HON
HONEYWELL INTL INC
+$10.2M
90,599
+128%
增持
GILD
GILEAD SCIENCES INC
+$9.6M
129,186
+142%
减持
MRVL
MARVELL TECHNOLOGY INC
-$9.2M
176,038
-3%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$8.9M
2,500
-97%
增持
KMI
KINDER MORGAN INC DEL
+$8.8M
360,103
+552%
减持
ISRG
INTUITIVE SURGICAL INC
-$8.4M
30,343
-32%
增持
IVE
ISHARES TR
+$8.2M
122,752
+54%
减持
EFG
ISHARES TR
-$7.6M
125,730
-40%
建仓
OEF
ISHARES TR
+$7.4M
27,440
减持
AGG
ISHARES TR
-$7.3M
4,010
-95%
增持
QQQ
INVESCO QQQ TR
+$7.1M
110,042
+26%
减持
TLT
ISHARES TR
-$7.0M
5,886
-93%
减持
AMGN
AMGEN INC
-$6.7M
30,623
-51%
减持
VOO
VANGUARD INDEX FDS
-$6.7M
5,624
-68%
建仓
EOG
EOG RES INC
+$6.5M
50,935
增持
AVGO
BROADCOM INC
-$6.4M
185,915
+15%
增持
IUSB
ISHARES TR
+$6.4M
1,336,425
+9%
增持
BKNG
BOOKING HOLDINGS INC
+$6.3M
2,452
+143%
减持
XLV
SELECT SECTOR SPDR TR
-$6.2M
15,365
-75%
增持
JNJ
JOHNSON & JOHNSON
+$5.9M
98,167
+37%
减持
MO
ALTRIA GROUP INC
-$5.7M
49,157
-70%
建仓
ACWI
ISHARES TR
+$5.6M
48,426
清仓
SCHV
SCHWAB STRATEGIC TR
-$5.4M
0
-100%
减持
AMAT
APPLIED MATLS INC
-$5.3M
37,204
-44%
增持
PFE
PFIZER INC
+$5.1M
221,061
+1101%
增持
IEMG
ISHARES INC
+$4.9M
206,579
+73%
减持
PEP
PEPSICO INC
-$4.9M
9,708
-76%
清仓
O
REALTY INCOME CORP
-$4.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$4.7M
170,694
+21%
增持
TMUS
T-MOBILE US INC
+$4.6M
93,474
+2%
减持
TXN
TEXAS INSTRS INC
-$4.6M
52,629
-30%
增持
QUAL
ISHARES TR
+$4.6M
188,971
+21%
增持
MS
MORGAN STANLEY
+$4.4M
61,117
+186%
增持
UPS
UNITED PARCEL SERVICE INC
+$4.4M
45,627
+896%
增持
JPM
JPMORGAN CHASE & CO.
+$4.4M
70,628
+31%
增持
PFM
INVESCO EXCHANGE TRADED FD T
+$4.4M
152,414
+168%
减持
BNY
BANK NEW YORK MELLON CORP
-$4.3M
3,456
-94%
增持
MMM
3M CO
+$4.3M
59,444
+75%
增持
CSCO
CISCO SYS INC
+$4.3M
659,715
+7%
增持
IAU
ISHARES GOLD TR
+$4.3M
112,631
+134%
建仓
PSX
PHILLIPS 66
+$4.2M
33,957
建仓
C
CITIGROUP INC
+$4.1M
58,226
增持
AMZN
AMAZON COM INC
-$4.0M
406,045
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.0M
391,707
+14%
建仓
HEFA
ISHARES TR
+$3.9M
108,107
增持
MRK
MERCK & CO INC
+$3.8M
88,238
+111%
减持
—
LINDE PLC
-$3.7M
17,125
-39%
清仓
JVAL
J P MORGAN EXCHANGE TRADED F
-$3.7M
0
-100%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$3.7M
8,338
-78%
增持
VLO
VALERO ENERGY CORP
+$3.6M
35,153
+302%
减持
DOW
DOW INC
-$3.5M
13,385
-87%
增持
INTU
INTUIT
+$3.5M
29,596
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
113,443
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$3.4M
118,402
+133%
建仓
—
DISCOVER FINL SVCS
+$3.4M
19,838
减持
SCHF
SCHWAB STRATEGIC TR
-$3.4M
60,837
-75%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.4M
36,946
-26%
增持
GOOGL
ALPHABET INC
+$3.3M
375,757
+30%
增持
TRV
TRAVELERS COMPANIES INC
+$3.2M
24,463
+83%
减持
SPYD
SPDR SER TR
-$3.0M
4,852
-94%
增持
IWM
ISHARES TR
+$3.0M
95,569
+31%
清仓
FISV
FISERV INC
-$2.9M
0
-100%
建仓
BRO
BROWN & BROWN INC
+$2.9M
23,152
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$2.8M
0
-100%
清仓
FOXA
FOX CORP
-$2.6M
0
-100%
增持
LDOS
LEIDOS HOLDINGS INC
+$2.6M
21,562
+1061%
减持
PYPL
PAYPAL HLDGS INC
-$2.6M
4,183
-88%
减持
LMT
LOCKHEED MARTIN CORP
-$2.6M
8,301
-36%
建仓
DRI
DARDEN RESTAURANTS INC
+$2.6M
12,577
建仓
FMB
FIRST TR EXCH TRADED FD III
+$2.6M
51,678
减持
WMT
WALMART INC
-$2.6M
21,584
-57%
减持
KR
KROGER CO
-$2.6M
4,393
-91%
建仓
EQR
EQUITY RESIDENTIAL
+$2.6M
35,698
建仓
CAH
CARDINAL HEALTH INC
+$2.6M
18,592
增持
GS
GOLDMAN SACHS GROUP INC
+$2.5M
14,773
+53%
建仓
DLTR
DOLLAR TREE INC
+$2.5M
33,863
减持
ARKK
ARK ETF TR
-$2.5M
20,441
-67%
减持
SO
SOUTHERN CO
-$2.5M
7,197
-81%
增持
MTUM
ISHARES TR
+$2.5M
39,279
+50%
清仓
IFRA
ISHARES TR
-$2.5M
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$2.5M
14,689
清仓
FDMO
FIDELITY COVINGTON TRUST
-$2.5M
0
-100%
清仓
NRG
NRG ENERGY INC
-$2.4M
0
-100%
建仓
CMS
CMS ENERGY CORP
+$2.4M
32,159
清仓
AEP
AMERICAN ELEC PWR CO INC
-$2.4M
0
-100%
减持
GLD
SPDR GOLD TR
-$2.4M
7,104
-61%
建仓
EQT
EQT CORP
+$2.4M
44,407
建仓
AVB
AVALONBAY CMNTYS INC
+$2.4M
10,941
建仓
NTAP
NETAPP INC
+$2.4M
26,919
减持
VICI
VICI PPTYS INC
-$2.4M
26,364
-76%
清仓
MUNI
PIMCO ETF TR
-$2.3M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
56,754
+39%
建仓
TPR
TAPESTRY INC
+$2.2M
31,397
建仓
PKG
PACKAGING CORP AMER
+$2.2M
10,907
建仓
STT
STATE STR CORP
+$2.1M
24,004
增持
TFLR
T ROWE PRICE ETF INC
+$2.1M
196,790
+29%
增持
TGT
TARGET CORP
+$2.1M
24,249
+631%
增持
MET
METLIFE INC
+$2.1M
43,278
+152%
清仓
CVS
CVS HEALTH CORP
-$2.1M
0
-100%
减持
META
META PLATFORMS INC
-$2.0M
96,286
-2%
增持
NFLX
NETFLIX INC
+$2.0M
32,027
+2%
增持
AIG
AMERICAN INTL GROUP INC
+$2.0M
36,191
+127%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.9M
263,642
+10%
清仓
PSA
PUBLIC STORAGE OPER CO
-$1.9M
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$1.8M
40,286
+42%
减持
VTV
VANGUARD INDEX FDS
-$1.8M
9,868
-53%
减持
PM
PHILIP MORRIS INTL INC
+$1.8M
65,746
-8%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
76,562
+13%
增持
KO
COCA COLA CO
+$1.7M
96,642
+14%
清仓
—
GARMIN LTD
-$1.6M
0
-100%
减持
IYW
ISHARES TR
-$1.6M
70,560
-2%
建仓
AMPH
AMPHASTAR PHARMACEUTICALS IN
+$1.6M
55,795
增持
ABBV
ABBVIE INC
+$1.6M
22,560
+28%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
增持
HIG
HARTFORD INSURANCE GROUP INC
+$1.6M
21,867
+114%
清仓
INCO
COLUMBIA ETF TR II
-$1.6M
0
-100%
增持
EFA
ISHARES TR
+$1.6M
117,612
+11%
增持
BINC
BLACKROCK ETF TRUST II
+$1.5M
234,049
+14%
增持
MCD
MCDONALDS CORP
+$1.5M
28,953
+12%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.5M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
+$1.5M
31,062
+356%
清仓
PCAR
PACCAR INC
-$1.5M
0
-100%
减持
ADBE
ADOBE INC
-$1.4M
21,802
-1%
增持
BALL
BALL CORP
+$1.4M
43,792
+176%
建仓
EA
ELECTRONIC ARTS INC
+$1.4M
9,715
增持
NOW
SERVICENOW INC
+$1.4M
2,151
+538%
增持
INTC
INTEL CORP
+$1.4M
424,538
+3%
清仓
CSX
CSX CORP
-$1.3M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
18,374
+22%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.3M
46,236
-38%
减持
ORCL
ORACLE CORP
-$1.3M
10,676
-36%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.3M
0
-100%
增持
VST
VISTRA CORP
+$1.3M
15,100
+310%
增持
—
EXXON MOBIL CORP
+$1.3M
38,721
+24%
增持
—
ASML HOLDING N V
+$1.2M
6,390
+46%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
5,969
+55%
减持
BX
BLACKSTONE INC
-$1.1M
34,986
-0%
