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SUMMITRY LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SUMMITRY LLC

报告期 2026-03-31 · CIK 0001280043

持仓数

287

前50大市值合计

$2.52B

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

21Q4 调仓2021-09-30 → 2021-12-31 · 共 91 项建仓 41增持 36减持 14

方向

标的

Δ市值

现股数(环比)

减持

LOW LOWES COS INC

+$19.8M

387,992 -2%

减持

BKNG BOOKING HOLDINGS INC

-$15.8M

16,912 -29%

减持

MSFT MICROSOFT CORP

+$13.4M

262,941 -1%

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

ULTA ULTA BEAUTY INC

+$9.9M

170,900 +2%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$9.5M

312,371 +2%

增持

GWW GRAINGER W W INC

+$9.0M

70,554 +1%

增持

SCHW SCHWAB CHARLES CORP

+$7.0M

613,033 +0%

增持

— MEDTRONIC PLC

-$6.1M

340,623 +3%

增持

DG DOLLAR GEN CORP NEW

+$5.5M

196,480 +2%

减持

GOOGL ALPHABET INC

+$5.5M

31,738 -2%

建仓

— WELLS FARGO CO NEW

+$4.9M

3,274

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATI

+$4.5M

51,376 +2%

建仓

— BK OF AMERICA CORP

+$4.2M

2,918

增持

C CITIGROUP INC

-$4.2M

562,615 +4%

增持

NOC NORTHROP GRUMMAN CORP

+$3.6M

106,679 +2%

增持

MA MASTERCARD INCORPORATED

+$3.5M

164,609 +3%

建仓

LMT LOCKHEED MARTIN CORP

+$3.4M

9,632

增持

ROST ROSS STORES INC

+$3.1M

369,408 +3%

增持

TIP ISHARES TR

+$3.1M

549,086 +3%

增持

WFC WELLS FARGO CO NEW

+$2.8M

1,274,102 +1%

建仓

GOOG ALPHABET INC

+$2.7M

925

增持

DIS DISNEY WALT CO

-$2.6M

385,874 +5%

增持

CRM SALESFORCE COM INC

-$2.0M

161,880 +2%

增持

BAC BK OF AMERICA CORP

+$1.7M

743,624 +1%

建仓

UNP UNION PAC CORP

+$1.4M

5,650

增持

FISV FISERV INC

-$1.3M

646,121 +3%

增持

AAPL APPLE INC

+$1.2M

29,748 +2%

增持

IGSB ISHARES TR

+$1.1M

1,629,660 +3%

建仓

AMZN AMAZON COM INC

+$1.1M

315

建仓

— CHUBB LIMITED

+$889.0K

4,600

增持

LQD ISHARES TR

+$872.0K

326,105 +2%

建仓

QCOM QUALCOMM INC

+$861.0K

4,710

建仓

DEO DIAGEO PLC

+$839.0K

3,813

建仓

— BLACKROCK INC

+$834.0K

911

增持

AGG ISHARES TR

+$779.0K

477,843 +2%

建仓

IVV ISHARES TR

+$749.0K

1,569

建仓

PEP PEPSICO INC

+$719.0K

4,138

减持

PG PROCTER AND GAMBLE CO

+$689.0K

30,640 -1%

建仓

HD HOME DEPOT INC

+$677.0K

1,631

减持

— EATON CORP PLC

+$672.0K

31,186 -1%

减持

UPS UNITED PARCEL SERVICE INC

+$598.0K

21,382 -2%

减持

CSCO CISCO SYS INC

+$593.0K

72,007 -1%

增持

KMX CARMAX INC

+$575.0K

231,180 +0%

建仓

ESS ESSEX PPTY TR INC

+$563.0K

1,599

减持

PGR PROGRESSIVE CORP

+$542.0K

49,138 -1%

增持

CVX CHEVRON CORP NEW

+$515.0K

31,789 +0%

建仓

SO SOUTHERN CO

+$511.0K

7,450

建仓

JPM JPMORGAN CHASE & CO

+$488.0K

3,083

建仓

KO COCA COLA CO

+$472.0K

7,970

减持

COR AMERISOURCEBERGEN CORP

+$469.0K

39,437 -1%

建仓

ABBV ABBVIE INC

+$459.0K

3,389

建仓

— LABORATORY CORP AMER HLDGS

+$452.0K

1,440

增持

KMB KIMBERLY-CLARK CORP

+$428.0K

26,188 +5%

建仓

SPY SPDR S&P 500 ETF TR

+$420.0K

885

减持

MCD MCDONALDS CORP

+$381.0K

15,737 -1%

建仓

ADP AUTOMATIC DATA PROCESSING IN

+$379.0K

1,535

建仓

NEE NEXTERA ENERGY INC

+$373.0K

4,000

建仓

EOG EOG RES INC

+$355.0K

4,000

建仓

DE DEERE & CO

+$339.0K

990

增持

CAT CATERPILLAR INC

+$317.0K

19,356 +1%

增持

NVS NOVARTIS AG

+$313.0K

35,586 +4%

增持

JNJ JOHNSON & JOHNSON

+$299.0K

25,124 +1%

建仓

IBM INTERNATIONAL BUSINESS MACHS

+$292.0K

2,183

建仓

ADBE ADOBE SYSTEMS INCORPORATED

+$284.0K

500

建仓

NEWT NEWTEK BUSINESS SVCS CORP

+$276.0K

10,000

建仓

EQR EQUITY RESIDENTIAL

+$272.0K

3,000

建仓

FDX FEDEX CORP

+$265.0K

1,025

增持

T AT&T INC

-$256.0K

111,444 +0%

建仓

NVDA NVIDIA CORPORATION

+$254.0K

865

建仓

BOH BANK HAWAII CORP

+$251.0K

3,000

建仓

MCO MOODYS CORP

+$248.0K

634

减持

USB US BANCORP DEL

-$227.0K

62,473 -1%

建仓

ITW ILLINOIS TOOL WKS INC

+$220.0K

890

减持

A AGILENT TECHNOLOGIES INC

+$216.0K

219,348 -1%

建仓

BNY BANK NEW YORK MELLON CORP

+$212.0K

3,645

建仓

PFE PFIZER INC

+$210.0K

3,555

建仓

NTRS NORTHERN TR CORP

+$208.0K

1,740

建仓

— SVB FINANCIAL GROUP

+$203.0K

300

增持

MMM 3M CO

+$203.0K

24,156 +4%

建仓

WMT WALMART INC

+$202.0K

1,396

建仓

EPD ENTERPRISE PRODS PARTNERS L

+$200.0K

9,110

建仓

TPVG TRIPLEPOINT VENTURE GROWTH B

+$180.0K

10,000

增持

MTB M & T BK CORP

+$172.0K

21,634 +3%

增持

V VISA INC

+$170.0K

243,739 +3%

建仓

— OXFORD LANE CAP CORP

+$154.0K

20,000

增持

META META PLATFORMS INC

-$152.0K

264,288 +1%

增持

— HANESBRANDS INC

-$83.0K

234,906 +0%

增持

SYY SYSCO CORP

+$59.0K

54,906 +1%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$55.0K

36,280 -6%

增持

EMR EMERSON ELEC CO

-$33.0K

50,109 +1%

增持

VZ VERIZON COMMUNICATIONS INC

+$5.0K

61,982 +4%