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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 91 项建仓 3增持 45减持 35清仓 8

方向

标的

Δ市值

现股数(环比)

清仓

IBDT ISHARES TR

-$30.5M

0 -100%

建仓

IBDW ISHARES TR

+$28.7M

1,388,922

增持

META META PLATFORMS INC

+$26.5M

277,136 +3%

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。

建仓

IBDU ISHARES TR

+$23.0M

1,006,722

增持

AMZN AMAZON COM INC

+$19.3M

508,893 +28%

减持

ROST ROSS STORES INC

-$18.8M

326,134 -29%

清仓

IBDR ISHARES TR

-$17.8M

0 -100%

增持

CRM SALESFORCE INC

+$16.4M

205,050 +11%

增持

MCO MOODYS CORP

+$13.6M

122,347 +43%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$13.5M

631,619 +4%

减持

ULTA ULTA BEAUTY INC

-$12.3M

48,883 -41%

减持

MSFT MICROSOFT CORP

+$12.0M

250,861 -0%

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATI

+$11.2M

180,025 +0%

增持

DIS DISNEY WALT CO

+$9.6M

566,531 +4%

增持

GOOGL ALPHABET INC

+$9.6M

598,155 +1%

减持

FISV FISERV INC

+$6.3M

612,324 -2%

减持

GWW GRAINGER W W INC

+$5.5M

43,567 -1%

减持

V VISA INC

+$4.5M

285,319 -1%

减持

NFLX NETFLIX INC

+$3.9M

121,520 -6%

减持

DG DOLLAR GEN CORP NEW

-$3.7M

103,654 -0%

增持

KMX CARMAX INC

+$3.4M

714,181 +2%

增持

WFC WELLS FARGO CO NEW

-$2.8M

812,784 +1%

减持

MA MASTERCARD INCORPORATED

+$1.9M

138,320 -1%

增持

STIP ISHARES TR

+$1.5M

302,508 +3%

减持

SBUX STARBUCKS CORP

+$1.4M

325,728 -1%

增持

A AGILENT TECHNOLOGIES INC

-$1.4M

256,086 +4%

清仓

VOO VANGUARD INDEX FDS

-$1.2M

0 -100%

减持

AAPL APPLE INC

+$1.1M

30,491 -0%

增持

SCHW SCHWAB CHARLES CORP

-$993.8K

866,602 +56%

减持

— MEDTRONIC PLC

+$980.8K

360,915 -0%

增持

— ISHARES TR

+$828.4K

1,335,548 +2%

增持

— EATON CORP PLC

+$719.2K

33,086 +5%

增持

TGT TARGET CORP

+$671.9K

20,194 +13%

增持

— ISHARES TR

+$651.0K

1,128,304 +2%

增持

UPS UNITED PARCEL SERVICE INC

+$640.9K

22,781 +5%

增持

— ISHARES TR

+$597.4K

1,096,075 +2%

增持

— ISHARES TR

+$561.4K

1,090,597 +2%

增持

CSCO CISCO SYS INC

+$503.2K

78,849 +4%

增持

LOW LOWES COS INC

+$480.2K

253,535 +1%

减持

PGR PROGRESSIVE CORP

+$473.4K

41,841 -2%

清仓

NOC NORTHROP GRUMMAN CORP

-$411.4K

0 -100%

清仓

SPY SPDR S&P 500 ETF TR

-$405.4K

0 -100%

增持

— ISHARES TR

+$369.2K

716,001 +1%

增持

MCD MCDONALDS CORP

+$341.9K

15,666 +2%

增持

T AT&T INC

+$332.8K

170,270 +6%

增持

JNJ JOHNSON & JOHNSON

-$318.7K

26,279 +6%

增持

USB US BANCORP DEL

-$313.0K

73,402 +8%

增持

MTB M & T BK CORP

-$298.2K

23,523 +10%

减持

BAC BANK AMERICA CORP

-$278.6K

25,326 -16%

增持

SYY SYSCO CORP

+$272.1K

57,448 +5%

增持

EMR EMERSON ELEC CO

-$246.3K

56,221 +5%

清仓

BOH BANK HAWAII CORP

-$232.7K

0 -100%

减持

GOOG ALPHABET INC

+$228.0K

16,217 -1%

建仓

TSLA TESLA INC

+$221.8K

1,069

清仓

UNH UNITEDHEALTH GROUP INC

-$204.6K

0 -100%

清仓

COST COSTCO WHSL CORP NEW

-$200.9K

0 -100%

增持

VZ VERIZON COMMUNICATIONS INC

+$188.1K

80,674 +8%

减持

— CHUBB LIMITED

-$162.7K

4,888 -3%

减持

HD HOME DEPOT INC

-$147.2K

1,158 -25%

增持

CAT CATERPILLAR INC

-$146.0K

19,176 +1%

减持

EOG EOG RES INC

-$145.3K

4,000 -14%

减持

TIP ISHARES TR

-$140.1K

5,820 -21%

增持

PG PROCTER AND GAMBLE CO

+$115.6K

31,244 +5%

减持

ESS ESSEX PPTY TR INC

-$104.7K

1,599 -23%

增持

KMB KIMBERLY-CLARK CORP

+$103.6K

29,651 +4%

减持

NVDA NVIDIA CORPORATION

+$98.9K

1,436 -30%

减持

— WELLS FARGO CO NEW

-$92.5K

2,443 -2%

减持

C CITIGROUP INC

-$90.3K

5,055 -30%

减持

QCOM QUALCOMM INC

+$81.4K

5,327 -2%

增持

— BLACKROCK INC

+$48.3K

517 +23%

减持

NEE NEXTERA ENERGY INC

-$47.8K

4,795 -4%

减持

JPM JPMORGAN CHASE & CO

-$45.4K

2,721 -9%

增持

UNP UNION PAC CORP

+$43.2K

6,068 +7%

增持

LMT LOCKHEED MARTIN CORP

+$43.2K

9,128 +4%

增持

DE DEERE & CO

+$41.1K

946 +16%

减持

MRK MERCK & CO INC

-$40.9K

3,053 -7%

增持

IVV ISHARES TR

+$40.2K

1,473 +0%

增持

MMM 3M CO

-$30.2K

32,360 +13%

减持

— BANK AMERICA CORP

-$29.4K

2,193 -2%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$27.8K

2,511 -1%

减持

— LABORATORY CORP AMER HLDGS

-$26.8K

925 -9%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$26.5K

2,904 -8%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$24.1K

201,847 +0%

增持

PEP PEPSICO INC

+$21.7K

4,742 +2%

减持

— EXXON MOBIL CORP

-$20.5K

2,805 -6%

增持

COR AMERISOURCEBERGEN CORP

-$18.0K

33,853 +3%

减持

ADBE ADOBE SYSTEMS INCORPORATED

+$14.6K

720 -8%

减持

ABBV ABBVIE INC

-$13.2K

3,930 -1%

增持

CVX CHEVRON CORP NEW

-$10.8K

2,254 +7%

增持

KO COCA COLA CO

-$5.2K

9,668 +2%

减持

BKNG BOOKING HOLDINGS INC

-$4.9K

103 -25%