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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 92 项建仓 12增持 46减持 29清仓 5

方向

标的

Δ市值

现股数(环比)

建仓

IBDV ISHARES TR

+$31.9M

1,472,466

建仓

IBDX ISHARES TR

+$31.8M

1,260,126

清仓

— ISHARES TR

-$31.1M

0 -100%

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

TFLO ISHARES TR

+$30.0M

594,086

清仓

— ISHARES TR

-$20.7M

0 -100%

清仓

— ISHARES TR

-$20.6M

0 -100%

建仓

— ISHARES TR

+$20.1M

812,076

减持

IBDW ISHARES TR

-$16.9M

1,035,864 -48%

增持

ULTA ULTA BEAUTY INC

+$15.6M

161,119 +2%

增持

SCHW SCHWAB CHARLES CORP

+$13.5M

935,157 +1%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$12.6M

739,520 -0%

增持

V VISA INC

+$12.3M

299,627 +5%

减持

A AGILENT TECHNOLOGIES INC

+$11.8M

433,658 -0%

减持

CRM SALESFORCE INC

+$11.2M

198,367 -2%

增持

FISV FISERV INC

+$10.7M

537,153 +0%

增持

NFLX NETFLIX INC

+$10.5M

69,543 +12%

减持

IBDR ISHARES TR

-$10.4M

858,179 -35%

减持

AMZN AMAZON COM INC

+$9.4M

471,884 -4%

减持

META META PLATFORMS INC

+$9.1M

177,953 -1%

减持

IBDU ISHARES TR

-$8.9M

916,967 -33%

减持

MCO MOODYS CORP

+$8.8M

123,509 -1%

减持

ROST ROSS STORES INC

+$8.2M

332,660 -1%

增持

WFC WELLS FARGO CO NEW

+$8.0M

899,276 +1%

增持

ZBRA ZEBRA TECHNOLOGIES CORPORATI

+$7.3M

187,016 +1%

增持

LOW LOWES COS INC

+$5.0M

266,001 +2%

减持

GWW GRAINGER W W INC

+$4.8M

41,242 -3%

增持

KMX CARMAX INC

+$4.6M

714,492 +1%

减持

GOOGL ALPHABET INC

+$4.0M

524,694 -1%

减持

MA MASTERCARD INCORPORATED

+$3.7M

137,651 -1%

减持

DIS DISNEY WALT CO

+$3.4M

603,468 -4%

增持

TSLA TESLA INC

+$3.1M

13,570 +1200%

增持

SBUX STARBUCKS CORP

+$1.7M

331,670 +0%

增持

TGT TARGET CORP

+$1.5M

40,642 +5%

减持

— MEDTRONIC PLC

+$1.4M

363,305 -0%

增持

USB US BANCORP DEL

+$1.4M

115,897 +5%

增持

BAM BROOKFIELD ASSET MANAGMT LTD

+$1.1M

130,363 +5%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.1M

200,369 -0%

减持

MSFT MICROSOFT CORP

-$991.7K

139,197 -18%

增持

COR CENCORA INC

+$972.7K

33,897 +2%

增持

— EATON CORP PLC

+$936.3K

32,442 +1%

增持

MMM 3M CO

+$847.4K

41,055 +6%

增持

MCD MCDONALDS CORP

+$790.4K

17,106 +5%

增持

SYY SYSCO CORP

+$667.7K

65,634 +5%

增持

CAT CATERPILLAR INC

+$639.9K

20,181 +3%

增持

VZ VERIZON COMMUNICATIONS INC

+$626.9K

97,902 +4%

增持

STIP ISHARES TR

+$616.8K

337,381 +0%

增持

LMT LOCKHEED MARTIN CORP

+$613.9K

9,884 +5%

增持

T AT&T INC

+$609.1K

221,396 +7%

建仓

SPY SPDR S&P 500 ETF TR

+$606.5K

1,276

增持

EMR EMERSON ELEC CO

+$328.4K

63,423 +5%

增持

— ISHARES TR

+$276.3K

1,156,928 +0%

减持

UNP UNION PAC CORP

+$251.2K

6,060 -0%

减持

AAPL APPLE INC

+$249.6K

26,952 -7%

增持

JNJ JOHNSON & JOHNSON

+$248.9K

29,571 +5%

增持

PG PROCTER AND GAMBLE CO

+$245.6K

34,017 +5%

建仓

C CITIGROUP INC

+$239.9K

4,663

增持

UPS UNITED PARCEL SERVICE INC

+$227.0K

25,391 +5%

增持

KMB KIMBERLY-CLARK CORP

+$221.0K

33,505 +5%

建仓

PDI PIMCO DYNAMIC INCOME FD

+$215.4K

12,000

清仓

SLB SCHLUMBERGER LTD

-$214.8K

0 -100%

建仓

— LABORATORY CORP AMER HLDGS

+$210.2K

925

建仓

AVGO BROADCOM INC

+$206.5K

185

建仓

COST COSTCO WHSL CORP NEW

+$205.5K

311

增持

QCOM QUALCOMM INC

+$168.9K

4,960 +0%

减持

— WELLS FARGO CO NEW

+$162.9K

2,353 -1%

减持

— BANK AMERICA CORP

+$147.2K

2,072 -2%

减持

BAC BANK AMERICA CORP

+$128.9K

21,842 -1%

减持

GOOG ALPHABET INC

+$112.1K

13,624 -1%

建仓

TPVG TRIPLEPOINT VENTURE GROWTH B

+$108.6K

10,000

清仓

ECC EAGLE POINT CREDIT COMPANY I

-$101.5K

0 -100%

增持

CSCO CISCO SYS INC

-$80.6K

87,703 +5%

增持

JPM JPMORGAN CHASE & CO

+$75.4K

2,763 +2%

减持

— CHUBB LIMITED

+$73.3K

4,921 -1%

增持

IVV ISHARES TR

+$72.6K

1,477 +0%

建仓

XAWPX ABRDN GLOBAL PREMIER PPTYS F

+$66.0K

17,000

增持

ADBE ADOBE INC

+$65.9K

690 +2%

减持

— EXXON MOBIL CORP

-$59.8K

2,881 -3%

增持

HD HOME DEPOT INC

+$55.9K

1,171 +1%

减持

NVDA NVIDIA CORPORATION

+$51.3K

939 -1%

增持

— OXFORD LANE CAP CORP

+$48.4K

30,000 +50%

增持

NEE NEXTERA ENERGY INC

+$46.1K

5,176 +11%

增持

DE DEERE & CO

+$38.1K

988 +4%

增持

CVX CHEVRON CORP NEW

+$32.9K

2,961 +22%

增持

MRK MERCK & CO INC

+$31.1K

2,979 +4%

增持

KO COCA COLA CO

+$30.8K

9,636 +0%

增持

ABBV ABBVIE INC

+$25.2K

3,893 +0%

减持

TIP ISHARES TR

+$21.0K

5,892 -0%

减持

— BLACKROCK INC

+$19.5K

427 -16%

减持

BKNG BOOKING HOLDINGS INC

-$10.3K

91 -16%

增持

DEO DIAGEO PLC

-$9.8K

3,251 +0%

增持

PEP PEPSICO INC

+$1.8K

4,329 +0%

增持

WMT WALMART INC

-$535

1,918 +1%