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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 54
增持 70
减持 18
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
META
META PLATFORMS INC
-$42.6M
81,286
-41%
增持
AAPL
APPLE INC
+$26.8M
138,200
+240%
清仓
IBDX
ISHARES TR
-$26.6M
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。
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$26.6M
588,351
-3%
建仓
IBTQ
ISHARES TR
+$24.5M
960,594
减持
GOOGL
ALPHABET INC
+$24.2M
363,461
-0%
建仓
IBTP
ISHARES TR
+$21.6M
832,967
增持
FISV
FISERV INC
+$19.0M
868,548
+61%
减持
SCHW
SCHWAB CHARLES CORP
-$18.8M
692,597
-26%
增持
ULTA
ULTA BEAUTY INC
+$17.2M
201,543
+1%
减持
TFLO
ISHARES TR
-$14.3M
404,017
-41%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$12.4M
141,459
+2%
增持
LOW
LOWES COS INC
+$12.4M
357,883
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
-$12.0M
1,014,643
+2%
增持
ROST
ROSS STORES INC
+$11.5M
434,640
+1%
增持
RTO
RENTOKIL INITIAL PLC
+$9.1M
1,450,787
+26%
增持
A
AGILENT TECHNOLOGIES INC
+$8.3M
623,468
+3%
增持
SBUX
STARBUCKS CORP
+$7.1M
761,253
+22%
增持
NVDA
NVIDIA CORPORATION
+$6.3M
162,135
+7%
减持
LMT
LOCKHEED MARTIN CORP
-$5.7M
451
-97%
减持
ALAB
ASTERA LABS INC
+$4.5M
64,000
-28%
增持
CRM
SALESFORCE INC
-$4.4M
206,820
+6%
增持
GOOG
ALPHABET INC
+$4.3M
35,802
+43%
增持
WFC
WELLS FARGO CO NEW
+$3.8M
907,041
+1%
增持
GXO
GXO LOGISTICS INCORPORATED
+$3.8M
892,114
+0%
增持
NFLX
NETFLIX INC
-$3.8M
31,766
+2%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
-$2.8M
206,952
+5%
减持
MSFT
MICROSOFT CORP
+$2.7M
152,159
-1%
增持
AMZN
AMAZON COM INC
+$2.4M
504,794
+2%
增持
CAT
CATERPILLAR INC
+$2.3M
22,137
+5%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
51,003
+8%
增持
BAC
BANK AMERICA CORP
+$2.2M
55,492
+305%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
147,120
+1%
建仓
EFA
ISHARES TR
+$1.9M
20,413
增持
IBGA
ISHARES TR
+$1.7M
1,764,057
+3%
增持
ORCL
ORACLE CORP
+$1.7M
8,604
+174%
清仓
SLP
SIMULATIONS PLUS INC
-$1.5M
0
-100%
增持
MCO
MOODYS CORP
-$1.3M
78,134
+2%
增持
IBDU
ISHARES TR
+$1.3M
1,780,926
+2%
增持
AVGO
BROADCOM INC
+$1.2M
7,013
+79%
增持
TSLA
TESLA INC
+$999.5K
4,501
+43%
增持
USB
US BANCORP DEL
+$840.6K
140,580
+7%
建仓
GE
GE AEROSPACE
+$818.6K
2,721
增持
IBDZ
ISHARES TR
+$776.4K
1,234,310
+1%
增持
MCD
MCDONALDS CORP
+$750.4K
23,585
+7%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$707.9K
170,102
+5%
建仓
CNC
CENTENE CORP DEL
+$707.3K
19,824
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$684.3K
152,381
+5%
减持
—
KELLANOVA
-$665.2K
2,569
-77%
增持
IBDW
ISHARES TR
+$650.8K
1,513,532
+1%
增持
PG
PROCTER AND GAMBLE CO
+$617.1K
52,601
+12%
增持
IBDY
ISHARES TR
+$596.7K
998,955
+1%
建仓
MU
MICRON TECHNOLOGY INC
+$594.5K
3,553
增持
IBDT
ISHARES TR
+$591.5K
1,352,996
+1%
增持
—
EATON CORP PLC
+$568.4K
21,397
+3%
增持
IBTG
ISHARES TR
+$548.6K
1,478,184
+2%
增持
V
VISA INC
-$526.7K
189,170
+3%
增持
BIIB
BIOGEN INC
+$513.6K
6,043
+128%
增持
VZ
VERIZON COMMUNICATIONS INC
+$510.1K
151,806
+7%
建仓
QQQ
INVESCO QQQ TR
+$487.0K
811
建仓
HSY
HERSHEY CO
+$464.6K
2,484
建仓
DHI
D R HORTON INC
+$434.7K
2,565
清仓
CL
COLGATE PALMOLIVE CO
-$419.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$416.5K
9,629
+6%
建仓
GEV
GE VERNOVA INC
+$401.5K
653
增持
ABBV
ABBVIE INC
+$386.3K
4,110
+35%
增持
CPB
THE CAMPBELLS COMPANY
+$367.1K
20,367
+126%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$362.5K
1,987
建仓
GILD
GILEAD SCIENCES INC
+$355.2K
3,200
建仓
ANET
ARISTA NETWORKS INC
+$353.8K
2,428
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$351.9K
3,527
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$349.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$347.6K
3,886
+28%
建仓
GS
GOLDMAN SACHS GROUP INC
+$339.9K
427
增持
GIS
GENERAL MLS INC
+$332.2K
12,117
+125%
增持
COR
CENCORA INC
+$328.4K
24,608
+0%
建仓
AIG
AMERICAN INTL GROUP INC
+$323.4K
4,118
建仓
LEN
LENNAR CORP
+$321.7K
2,552
增持
PFE
PFIZER INC
+$318.3K
21,008
+135%
建仓
DGX
QUEST DIAGNOSTICS INC
+$312.6K
1,640
清仓
KMX
CARMAX INC
-$278.7K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$275.7K
10,099
建仓
FITB
FIFTH THIRD BANCORP
+$265.7K
5,965
减持
STIP
ISHARES TR
-$261.7K
350,606
-1%
建仓
FSV
FIRSTSERVICE CORP NEW
+$250.0K
1,312
建仓
VGUS
VANGUARD INSTL INDEX FD
+$249.9K
3,303
清仓
SPSC
SPS COMM INC
-$244.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$243.0K
769
+74%
建仓
DORM
DORMAN PRODS INC
+$242.9K
1,558
建仓
URI
UNITED RENTALS INC
+$241.5K
253
建仓
TECH
BIO-TECHNE CORP
+$239.5K
4,305
建仓
UNH
UNITEDHEALTH GROUP INC
+$239.3K
693
清仓
CHD
CHURCH & DWIGHT CO INC
-$236.9K
0
-100%
建仓
RYAAY
RYANAIR HOLDINGS PLC
+$235.2K
3,905
建仓
CCI
CROWN CASTLE INC
+$233.5K
2,420
增持
HD
HOME DEPOT INC
+$233.5K
1,802
+33%
建仓
SPYG
SPDR SERIES TRUST
+$230.9K
2,209
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$230.9K
1,194
建仓
DBEF
DBX ETF TR
+$230.7K
4,969
增持
MMM
3M CO
+$230.5K
38,647
+2%
建仓
PLUS
EPLUS INC
+$228.2K
3,214
建仓
FAST
FASTENAL CO
+$226.8K
4,625
建仓
HII
HUNTINGTON INGALLS INDS INC
+$224.3K
779
建仓
L
LOEWS CORP
+$224.1K
2,232
建仓
DCI
DONALDSON INC
+$223.9K
2,736
建仓
NVS
NOVARTIS AG
+$221.9K
1,730
建仓
C
CITIGROUP INC
+$221.3K
2,180
建仓
TY
TRI CONTL CORP
+$221.0K
6,500
建仓
GMAB
GENMAB A/S
+$218.9K
7,138
建仓
SCHF
SCHWAB STRATEGIC TR
+$218.5K
9,384
建仓
AX
AXOS FINANCIAL INC
+$217.0K
2,564
建仓
UBER
UBER TECHNOLOGIES INC
+$216.1K
2,206
建仓
DGII
DIGI INTL INC
+$213.0K
5,843
建仓
AMGN
AMGEN INC
+$210.7K
747
建仓
MPC
MARATHON PETE CORP
+$207.8K
1,078
建仓
MS
MORGAN STANLEY
+$207.6K
1,306
增持
AAON
AAON INC
+$202.7K
6,360
+20%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$202.1K
1,544
-48%
建仓
FDX
FEDEX CORP
+$202.1K
857
建仓
IIIV
I3 VERTICALS INC
+$201.5K
6,209
建仓
RGEN
REPLIGEN CORP
+$200.1K
1,497
减持
MFC
MANULIFE FINL CORP
-$198.3K
15,931
-27%
建仓
VTRS
VIATRIS INC
+$185.8K
18,771
增持
AMT
AMERICAN TOWER CORP NEW
+$182.7K
2,099
+110%
建仓
F
FORD MTR CO
+$180.8K
15,119
减持
HLN
HALEON PLC
-$179.3K
44,470
-20%
增持
SO
SOUTHERN CO
+$178.6K
7,857
+27%
增持
—
EXXON MOBIL CORP
+$177.1K
5,287
+36%
增持
COST
COSTCO WHSL CORP NEW
+$173.8K
530
+66%
减持
ED
CONSOLIDATED EDISON INC
-$172.4K
3,957
-30%
减持
DG
DOLLAR GEN CORP NEW
-$170.3K
3,388
-26%
清仓
—
OXFORD LANE CAP CORP
-$168.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$165.0K
5,510
+17%
增持
ONTO
ONTO INNOVATION INC
+$158.0K
3,644
+18%
增持
ESE
ESCO TECHNOLOGIES INC
+$149.1K
3,041
+18%
增持
ABT
ABBOTT LABS
+$148.9K
2,853
+66%
增持
WMT
WALMART INC
+$148.6K
7,577
+17%
增持
BLK
BLACKROCK INC
+$139.3K
606
+12%
增持
—
LINDE PLC
+$132.6K
1,192
+29%
增持
MRK
MERCK & CO INC
+$126.7K
4,589
+41%
减持
INTU
INTUIT
-$125.5K
860
-5%
增持
—
ASML HOLDING N V
+$125.2K
669
+3%
建仓
MRTN
MARTEN TRANS LTD
+$123.2K
11,556
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$122.3K
5,389
-32%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$112.1K
6,055
-2%
建仓
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$111.3K
12,500
增持
EXLS
EXLSERVICE HOLDINGS INC
+$108.8K
15,778
+18%
增持
—
CHUBB LIMITED
+$105.7K
5,663
+10%
增持
PEP
PEPSICO INC
+$105.3K
4,144
+15%
增持
NEE
NEXTERA ENERGY INC
+$104.8K
6,022
+20%
