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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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 93 项建仓 4增持 33减持 50清仓 6

方向

标的

Δ市值

现股数(环比)

减持

NOC NORTHROP GRUMMAN CORP

-$35.5M

754 -99%

建仓

MCO MOODYS CORP

+$23.8M

85,412

增持

KMX CARMAX INC

+$18.3M

698,666 +91%

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

LOW LOWES COS INC

-$17.0M

252,054 -30%

减持

ULTA ULTA BEAUTY INC

-$9.3M

83,136 -31%

减持

MA MASTERCARD INCORPORATED

+$8.8M

139,151 -0%

增持

AMZN AMAZON COM INC

+$8.7M

396,104 +82%

减持

V VISA INC

+$8.4M

287,750 -0%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$8.1M

201,840 -1%

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATI

+$7.4M

179,509 +22%

减持

SBUX STARBUCKS CORP

-$6.5M

327,853 -29%

减持

A AGILENT TECHNOLOGIES INC

+$5.9M

245,942 -3%

减持

META META PLATFORMS INC

-$5.9M

267,991 -5%

减持

SCHW SCHWAB CHARLES CORP

+$5.3M

557,128 -3%

减持

NFLX NETFLIX INC

+$5.1M

129,008 -8%

减持

DIS DISNEY WALT CO

-$4.8M

542,156 -1%

增持

GOOGL ALPHABET INC

-$4.0M

594,768 +1%

减持

FISV FISERV INC

+$3.6M

622,077 -2%

减持

CRM SALESFORCE INC

-$3.4M

184,927 -5%

减持

GWW GRAINGER W W INC

+$2.6M

44,104 -1%

清仓

NVS NOVARTIS AG

-$2.6M

0 -100%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$2.5M

606,848 -3%

减持

TIP ISHARES TR

-$2.1M

7,345 -74%

增持

STIP ISHARES TR

+$2.1M

293,966 +7%

减持

MSFT MICROSOFT CORP

+$1.6M

251,549 -0%

增持

EMR EMERSON ELEC CO

+$1.6M

53,565 +9%

增持

CAT CATERPILLAR INC

+$1.4M

18,927 +0%

建仓

VOO VANGUARD INDEX FDS

+$1.2M

3,455

增持

WFC WELLS FARGO CO NEW

+$1.2M

802,437 +1%

增持

— EATON CORP PLC

+$1.0M

31,537 +7%

增持

KMB KIMBERLY-CLARK CORP

+$977.2K

28,554 +11%

增持

PG PROCTER AND GAMBLE CO

+$969.1K

29,890 +6%

增持

— MEDTRONIC PLC

-$885.8K

361,762 +1%

增持

LMT LOCKHEED MARTIN CORP

+$881.9K

8,781 +0%

增持

CSCO CISCO SYS INC

+$811.7K

75,959 +8%

增持

T AT&T INC

+$784.9K

159,961 +14%

减持

COR AMERISOURCEBERGEN CORP

+$773.1K

32,817 -5%

减持

ROST ROSS STORES INC

+$765.2K

460,525 -26%

清仓

IGSB ISHARES TR

-$711.0K

0 -100%

增持

MCD MCDONALDS CORP

+$679.5K

15,325 +5%

增持

MMM 3M CO

+$634.5K

28,615 +13%

增持

UPS UNITED PARCEL SERVICE INC

+$522.4K

21,735 +8%

增持

SYY SYSCO CORP

+$509.7K

54,476 +5%

增持

JNJ JOHNSON & JOHNSON

+$508.9K

24,862 +5%

减持

PGR PROGRESSIVE CORP

+$498.4K

42,498 -1%

增持

USB US BANCORP DEL

+$465.1K

67,854 +10%

减持

— ISHARES TR

-$462.4K

1,108,577 -1%

增持

MTB M & T BK CORP

-$461.1K

21,445 +6%

减持

— ISHARES TR

-$427.7K

1,072,724 -1%

增持

VZ VERIZON COMMUNICATIONS INC

+$421.3K

74,855 +12%

清仓

AGG ISHARES TR

-$404.0K

0 -100%

减持

GOOG ALPHABET INC

-$393.5K

16,438 -15%

减持

DG DOLLAR GEN CORP NEW

+$324.1K

103,675 -1%

清仓

LQD ISHARES TR

-$289.0K

0 -100%

减持

AAPL APPLE INC

-$275.3K

30,615 -1%

增持

— CHUBB LIMITED

+$274.8K

5,040 +10%

增持

TGT TARGET CORP

+$269.9K

17,934 +11%

清仓

TSLA TESLA INC

-$269.0K

0 -100%

建仓

WMT WALMART INC

+$268.6K

1,894

减持

IBDT ISHARES TR

+$252.7K

1,255,771 -1%

减持

— ISHARES TR

-$218.4K

1,313,019 -1%

减持

SPY SPDR S&P 500 ETF TR

-$217.6K

1,060 -39%

建仓

UNH UNITEDHEALTH GROUP INC

+$204.6K

386

清仓

EQR EQUITY RESIDENTIAL

-$202.0K

0 -100%

减持

— ISHARES TR

-$181.9K

1,079,243 -1%

减持

— ISHARES TR

-$157.2K

705,826 -1%

减持

— WELLS FARGO CO NEW

-$110.9K

2,503 -2%

增持

BAC BANK AMERICA CORP

+$107.9K

30,281 +2%

增持

JPM JPMORGAN CHASE & CO

+$106.0K

2,983 +6%

增持

NEE NEXTERA ENERGY INC

+$102.4K

4,993 +24%

减持

ABBV ABBVIE INC

+$94.5K

3,957 -3%

减持

EOG EOG RES INC

+$82.8K

4,662 -0%

减持

— BK OF AMERICA CORP

-$82.7K

2,233 -2%

增持

HD HOME DEPOT INC

+$74.9K

1,548 +3%

增持

BKNG BOOKING HOLDINGS INC

+$73.1K

138 +10%

减持

MRK MERCK & CO INC

+$72.7K

3,296 -3%

减持

— EXXON MOBIL CORP

+$68.1K

2,975 -0%

减持

SO SOUTHERN CO

-$68.0K

7,450 -16%

减持

CVX CHEVRON CORP NEW

+$65.5K

2,109 -3%

减持

PEP PEPSICO INC

+$61.7K

4,665 -3%

增持

QCOM QUALCOMM INC

+$57.2K

5,441 +14%

减持

KO COCA COLA CO

+$53.9K

9,509 -3%

增持

ESS ESSEX PPTY TR INC

+$52.1K

2,072 +30%

增持

C CITIGROUP INC

+$45.4K

7,238 +7%

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$42.8K

781 -2%

减持

NVDA NVIDIA CORPORATION

+$32.0K

2,053 -7%

减持

COST COSTCO WHSL CORP NEW

-$31.1K

440 -11%

减持

IBM INTERNATIONAL BUSINESS MACHS

+$30.0K

2,534 -8%

减持

UNP UNION PAC CORP

-$14.9K

5,689 -7%

减持

— BLACKROCK INC

-$9.4K

420 -25%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$7.2K

3,166 -4%

减持

IBDR ISHARES TR

-$6.9K

762,572 -1%

减持

IVV ISHARES TR

+$1.4K

1,471 -6%