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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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 84 项建仓 6增持 28减持 42清仓 8

方向

标的

Δ市值

现股数(环比)

建仓

NFLX NETFLIX INC

+$54.1M

144,355

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$50.6M

526,977 +1353%

减持

C CITIGROUP INC

-$33.5M

9,469 -98%

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

BAC BK OF AMERICA CORP

-$31.8M

31,777 -96%

建仓

SBUX STARBUCKS CORP

+$29.1M

320,341

增持

META META PLATFORMS INC

-$28.2M

272,901 +3%

减持

LOW LOWES COS INC

-$25.2M

371,420 -4%

减持

WFC WELLS FARGO CO NEW

-$23.0M

787,785 -38%

增持

V VISA INC

+$20.7M

331,556 +36%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$20.7M

206,018 -34%

增持

ROST ROSS STORES INC

+$16.3M

646,958 +75%

减持

BKNG BOOKING HOLDINGS INC

-$15.0M

10,884 -36%

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATI

+$8.8M

95,256 +85%

减持

MSFT MICROSOFT CORP

-$8.6M

258,928 -2%

减持

GOOGL ALPHABET INC

-$6.7M

30,654 -3%

减持

NOC NORTHROP GRUMMAN CORP

+$6.0M

105,838 -1%

增持

KMX CARMAX INC

+$6.0M

374,271 +62%

增持

A AGILENT TECHNOLOGIES INC

-$5.5M

222,792 +2%

增持

— MEDTRONIC PLC

+$4.8M

360,807 +6%

增持

DIS DISNEY WALT CO

-$4.0M

406,476 +5%

减持

IGSB ISHARES TR

-$3.8M

1,623,573 -0%

增持

LQD ISHARES TR

-$3.6M

327,299 +0%

建仓

TGT TARGET CORP

+$3.3M

15,505

增持

AGG ISHARES TR

-$3.3M

478,483 +0%

增持

TIP ISHARES TR

-$1.9M

553,888 +1%

增持

DG DOLLAR GEN CORP NEW

-$1.8M

200,246 +2%

增持

ULTA ULTA BEAUTY INC

-$1.7M

172,643 +1%

减持

SCHW SCHWAB CHARLES CORP

-$1.5M

593,437 -3%

减持

CVX CHEVRON CORP NEW

+$1.1M

29,529 -7%

减持

GWW GRAINGER W W INC

-$1.1M

68,826 -2%

增持

CRM SALESFORCE COM INC

+$1.0M

198,496 +23%

减持

— EATON CORP PLC

-$808.0K

30,192 -3%

减持

PG PROCTER AND GAMBLE CO

-$703.0K

28,198 -8%

减持

CSCO CISCO SYS INC

-$699.0K

69,297 -4%

增持

MMM 3M CO

-$654.0K

24,426 +1%

减持

LMT LOCKHEED MARTIN CORP

+$652.0K

9,231 -4%

减持

— WELLS FARGO CO NEW

-$648.0K

3,194 -2%

减持

COR AMERISOURCEBERGEN CORP

+$547.0K

37,409 -5%

增持

KMB KIMBERLY-CLARK CORP

-$511.0K

26,242 +0%

减持

MA MASTERCARD INCORPORATED

-$487.0K

164,139 -0%

减持

AAPL APPLE INC

-$476.0K

27,526 -7%

减持

— HANESBRANDS INC

-$460.0K

232,881 -1%

减持

MCD MCDONALDS CORP

-$459.0K

15,205 -3%

减持

— BLACKROCK INC

-$458.0K

493 -46%

清仓

SPY SPDR S&P 500 ETF TR

-$420.0K

0 -100%

减持

GOOG ALPHABET INC

-$412.0K

811 -12%

减持

— BK OF AMERICA CORP

-$391.0K

2,916 -0%

减持

PGR PROGRESSIVE CORP

+$391.0K

47,676 -3%

清仓

ADP AUTOMATIC DATA PROCESSING IN

-$379.0K

0 -100%

减持

HD HOME DEPOT INC

-$363.0K

1,049 -36%

减持

MTB M & T BK CORP

+$271.0K

21,203 -2%

增持

T AT&T INC

+$262.0K

127,118 +14%

减持

USB US BANCORP DEL

-$261.0K

61,106 -2%

减持

JPM JPMORGAN CHASE & CO

-$235.0K

1,854 -40%

建仓

VTR VENTAS INC

+$223.0K

3,618

清仓

ITW ILLINOIS TOOL WKS INC

-$220.0K

0 -100%

增持

AMZN AMAZON COM INC

+$218.0K

389 +23%

建仓

SCHX SCHWAB STRATEGIC TR

+$215.0K

3,990

减持

CAT CATERPILLAR INC

+$212.0K

18,914 -2%

清仓

BNY BANK NEW YORK MELLON CORP

-$212.0K

0 -100%

建仓

FNDX SCHWAB STRATEGIC TR

+$210.0K

3,589

清仓

PFE PFIZER INC

-$210.0K

0 -100%

清仓

NTRS NORTHERN TR CORP

-$208.0K

0 -100%

清仓

— SVB FINANCIAL GROUP

-$203.0K

0 -100%

清仓

TPVG TRIPLEPOINT VENTURE GROWTH B

-$180.0K

0 -100%

减持

EMR EMERSON ELEC CO

+$175.0K

49,302 -2%

增持

UNP UNION PAC CORP

+$169.0K

5,828 +3%

减持

UPS UNITED PARCEL SERVICE INC

-$162.0K

20,614 -4%

增持

QCOM QUALCOMM INC

-$139.0K

4,728 +0%

减持

JNJ JOHNSON & JOHNSON

-$121.0K

23,568 -6%

减持

DEO DIAGEO PLC

-$119.0K

3,543 -7%

减持

SYY SYSCO CORP

+$100.0K

54,049 -2%

减持

NVS NOVARTIS AG

-$58.0K

34,819 -2%

增持

VZ VERIZON COMMUNICATIONS INC

-$43.0K

62,383 +1%

增持

IVV ISHARES TR

-$36.0K

1,571 +0%

减持

DE DEERE & CO

+$36.0K

903 -9%

增持

EPD ENTERPRISE PRODS PARTNERS L

+$36.0K

9,142 +0%

减持

PEP PEPSICO INC

-$32.0K

4,105 -1%

增持

NEE NEXTERA ENERGY INC

-$26.0K

4,092 +2%

增持

ADBE ADOBE SYSTEMS INCORPORATED

-$21.0K

578 +16%

减持

KO COCA COLA CO

+$14.0K

7,841 -2%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$12.0K

2,150 -2%

增持

WMT WALMART INC

+$12.0K

1,438 +3%

增持

FISV FISERV INC

+$12.0K

661,474 +2%