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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 130 项
建仓 23
增持 82
减持 24
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
GXO
GXO LOGISTICS INCORPORATED
+$24.8M
646,335
+270%
增持
SBUX
STARBUCKS CORP
+$22.4M
529,452
+41%
减持
FISV
FISERV INC
+$19.0M
628,027
-0%
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
MCO
MOODYS CORP
-$18.7M
73,136
-42%
增持
LOW
LOWES COS INC
+$15.4M
288,599
+1%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$12.6M
206,498
-0%
增持
A
AGILENT TECHNOLOGIES INC
+$9.7M
463,169
+2%
增持
AMZN
AMAZON COM INC
+$8.8M
497,136
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.1M
147,823
+0%
增持
GOOGL
ALPHABET INC
-$8.1M
540,997
+1%
增持
MA
MASTERCARD INCORPORATED
+$8.1M
143,076
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.6M
664,700
-6%
减持
META
META PLATFORMS INC
+$6.7M
147,515
-4%
增持
SCHW
SCHWAB CHARLES CORP
-$6.3M
1,005,466
+4%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
69,466
+282%
增持
V
VISA INC
+$5.3M
314,381
+2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$5.1M
209,140
+1%
增持
KMX
CARMAX INC
+$4.2M
798,661
+2%
增持
CRM
SALESFORCE INC
+$3.7M
189,418
+1%
减持
MSFT
MICROSOFT CORP
-$3.3M
138,971
-2%
增持
IBDZ
ISHARES TR
+$2.6M
1,429,919
+2%
增持
IBDY
ISHARES TR
+$2.3M
1,451,135
+2%
增持
ROST
ROSS STORES INC
+$2.1M
346,008
+1%
增持
NFLX
NETFLIX INC
+$2.1M
49,253
+1%
增持
ULTA
ULTA BEAUTY INC
+$2.0M
211,534
+2%
增持
WFC
WELLS FARGO CO NEW
-$1.8M
926,852
+2%
减持
MMM
3M CO
+$1.6M
47,240
-1%
增持
IBTO
ISHARES TR
+$1.5M
1,013,526
+1%
增持
IBDX
ISHARES TR
+$1.4M
1,002,688
+1%
增持
STIP
ISHARES TR
+$1.2M
378,706
+1%
增持
DIS
DISNEY WALT CO
+$1.2M
447,697
+6%
建仓
IGM
ISHARES TR
+$1.2M
12,180
减持
LMT
LOCKHEED MARTIN CORP
+$1.1M
9,544
-2%
减持
CARR
CARRIER GLOBAL CORPORATION
+$1.0M
514,571
-20%
减持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$974.5K
125,061
-4%
减持
CAT
CATERPILLAR INC
+$939.4K
16,988
-1%
增持
MCD
MCDONALDS CORP
+$904.0K
17,128
+1%
增持
—
ISHARES TR
+$897.2K
1,566,302
+2%
增持
AAPL
APPLE INC
+$864.7K
23,915
+7%
建仓
HLIT
HARMONIC INC
+$824.0K
56,554
增持
IBDR
ISHARES TR
+$773.7K
931,437
+1%
增持
T
AT&T INC
+$688.9K
234,046
+0%
增持
IBDW
ISHARES TR
+$666.3K
617,775
+1%
减持
USB
US BANCORP DEL
+$642.4K
111,348
-1%
增持
JNJ
JOHNSON & JOHNSON
+$606.0K
31,929
+2%
增持
CSCO
CISCO SYS INC
+$581.1K
90,421
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$573.9K
109,281
+4%
增持
SYY
SYSCO CORP
+$562.9K
67,342
+2%
增持
AVGO
BROADCOM INC
+$513.8K
4,570
+2573%
增持
PG
PROCTER AND GAMBLE CO
+$467.8K
34,113
+3%
建仓
ORCL
ORACLE CORP
+$457.9K
2,687
建仓
SPGI
S&P GLOBAL INC
+$446.9K
865
增持
UPS
UNITED PARCEL SERVICE INC
+$431.3K
30,442
+12%
增持
—
EATON CORP PLC
+$430.1K
22,710
+0%
减持
GOOG
ALPHABET INC
-$393.4K
13,476
-7%
增持
ABBV
ABBVIE INC
+$373.1K
4,163
+59%
建仓
IJH
ISHARES TR
+$362.9K
5,823
建仓
HDB
HDFC BANK LTD
+$358.0K
5,723
建仓
FICO
FAIR ISAAC CORP
+$344.0K
177
增持
TGT
TARGET CORP
+$342.1K
40,114
+0%
增持
—
ISHARES TR
+$333.7K
979,230
+1%
建仓
IWM
ISHARES TR
+$316.0K
1,431
减持
COR
CENCORA INC
-$311.9K
28,249
-5%
建仓
ABT
ABBOTT LABS
+$294.1K
2,580
增持
—
BLACKROCK INC
+$277.7K
691
+44%
建仓
RIO
RIO TINTO PLC
+$277.4K
3,898
建仓
UNH
UNITEDHEALTH GROUP INC
+$274.8K
470
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$260.7K
942
增持
COST
COSTCO WHSL CORP NEW
+$240.6K
547
+90%
建仓
TXN
TEXAS INSTRS INC
+$239.6K
1,160
建仓
VTR
VENTAS INC
+$232.0K
3,618
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$229.0K
2,723
+26%
增持
TFLO
ISHARES TR
+$224.0K
483,565
+1%
建仓
NOVT
NOVANTA INC
+$223.8K
1,251
建仓
XLY
SELECT SECTOR SPDR TR
+$223.7K
1,117
增持
LLY
ELI LILLY & CO
+$220.3K
546
+88%
清仓
FDX
FEDEX CORP
-$217.4K
0
-100%
建仓
BHP
BHP GROUP LTD
+$210.4K
3,387
建仓
BCPC
BALCHEM CORP
+$210.3K
1,195
建仓
—
ALCON AG
+$210.3K
2,101
增持
—
CHUBB LIMITED
+$207.1K
5,060
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$206.7K
3,516
+33%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$206.2K
1,257
建仓
PH
PARKER-HANNIFIN CORP
+$204.7K
324
建仓
MELI
MERCADOLIBRE INC
+$201.1K
98
建仓
DLR
DIGITAL RLTY TR INC
+$200.0K
1,236
增持
—
EXXON MOBIL CORP
+$169.7K
4,614
+43%
增持
UNP
UNION PAC CORP
+$165.9K
6,237
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$157.2K
33,914
+0%
增持
HD
HOME DEPOT INC
+$150.0K
1,354
+17%
减持
QCOM
QUALCOMM INC
-$147.8K
4,898
-1%
增持
IVV
ISHARES TR
+$127.7K
1,625
+10%
增持
GWW
GRAINGER W W INC
+$118.7K
367
+26%
增持
PEP
PEPSICO INC
+$107.3K
3,742
+17%
增持
WMT
WALMART INC
+$96.3K
5,825
+5%
减持
—
WELLS FARGO CO NEW
+$91.6K
2,105
-4%
增持
HLN
HALEON PLC
+$91.5K
33,992
+5%
增持
EQR
EQUITY RESIDENTIAL
+$87.4K
3,967
+32%
增持
SHEL
SHELL PLC
+$86.8K
7,085
+34%
增持
—
LINDE PLC
+$84.0K
695
+23%
增持
CVX
CHEVRON CORP NEW
+$80.3K
3,872
+24%
增持
KO
COCA COLA CO
+$78.8K
7,481
+4%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$77.0K
5,363
-0%
增持
MRK
MERCK & CO INC
+$75.5K
3,748
+33%
减持
SAP
SAP SE
-$74.4K
1,436
-28%
增持
MFC
MANULIFE FINL CORP
+$63.8K
16,053
+4%
增持
AAON
AAON INC
+$61.6K
2,651
+3%
增持
KNSL
KINSALE CAP GROUP INC
+$60.2K
649
+3%
增持
EXPO
EXPONENT INC
+$57.2K
2,456
+3%
增持
EXLS
EXLSERVICE HOLDINGS INC
+$56.5K
7,265
+3%
增持
ABEV
AMBEV SA
+$56.5K
55,252
+45%
增持
DEO
DIAGEO PLC
+$53.7K
2,876
+4%
减持
NEE
NEXTERA ENERGY INC
+$51.2K
4,699
-4%
增持
ADBE
ADOBE INC
+$46.1K
838
+20%
减持
—
BANK AMERICA CORP
+$45.0K
1,769
-4%
增持
SONY
SONY GROUP CORP
+$44.6K
2,738
+6%
增持
DE
DEERE & CO
+$44.2K
798
+3%
增持
RBC
RBC BEARINGS INC
+$32.1K
903
+2%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$27.0K
24,660
+3%
增持
EMR
EMERSON ELEC CO
+$25.5K
61,969
+1%
增持
DSGX
DESCARTES SYS GROUP INC
+$23.5K
2,325
+4%
减持
TSLA
TESLA INC
+$20.2K
1,313
-20%
增持
TXRH
TEXAS ROADHOUSE INC
+$19.9K
1,492
+5%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$19.5K
12,100
+1%
减持
BAC
BANK AMERICA CORP
-$18.1K
12,187
-3%
减持
BKNG
BOOKING HOLDINGS INC
+$12.1K
80
-2%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
-$10.9K
2,867
+5%
增持
ONTO
ONTO INNOVATION INC
-$6.1K
1,498
+4%
减持
—
MEDTRONIC PLC
+$3.2K
3,503
-12%
增持
EOG
EOG RES INC
-$1.4K
4,577
+2%
